Example scenarios: how teams use Lumora products

The situation

Mandatory certifications were tracked in a training system separate from HR records. Proving who was up to date meant exporting and reconciling spreadsheets before every audit, and per-user fees rose with every new hire.

What changed

Run employee records and onboarding in Lumora PeoplePro and mandatory training in Lumora GrowTeam, both bought once and deployed on the provider's agreed hosting environment.

The result

• Training status is checked in the system instead of reconciled from exports
• Adding staff does not add per-user license fees
• Audit preparation starts from current records rather than spreadsheets

The situation

Engineers tracked work in two different tools and sales used a third. Status was retyped across all three, sales promised dates without seeing the build plan, and outside contractors were left off project boards to save seats.

What changed

Track delivery projects and milestones in Lumora Clarity and the sales pipeline in Lumora BizPush, so sales and engineering work from the same plan.

The result

• Status is updated once instead of copied between tools
• Sales checks delivery milestones before committing to a date
• Contractors and suppliers can be added without buying more seats

The situation

Enquiries lived in one tool, lessons on a course platform that took a share of each enrollment, and fees in a third system. Students juggled separate logins, and counsellors called back leads without their history.

What changed

Run enquiries, admissions, courses, online lessons, attendance and fees in Lumora AcademyPro, with a student and guardian portal and payments collected through the institute's own payment account.

The result

• Students use one portal for lessons, attendance and fees
• Course fees are collected without a platform revenue share
• Counsellors see each lead's history before calling back

The situation

Bankers found their CRM slow to update, so deal notes stayed in personal spreadsheets. The pipeline was disconnected from due-diligence tasks and closing schedules, and outside advisers needed paid seats.

What changed

Manage relationships and the deal pipeline in Lumora BizPush and due-diligence workstreams in Lumora Clarity, deployed on the firm's own hosting environment.

The result

• Deal notes live in the CRM instead of private spreadsheets
• Due-diligence tasks are tracked against each deal's closing schedule
• Hosting stays under the firm's own control