01 / SEE
Recognize what changed.
Review participation, attendance, progress, and emerging concerns in context—not across disconnected reports.
Workforce Intelligence Management
Know More.
Lead Better.
See workforce performance clearly, identify emerging risks, and know where leadership attention is needed—without piecing together another report.
WIM / EXECUTIVE OVERVIEW
Illustrative interface concept — not live product data
24Active cohorts
87%Attendance rate
12Items to review
Program participation trend
Leadership attention
Review priority interventions, recognize strong attendance, and verify records requiring urgent attention.
Review priority interventions, recognize strong attendance, and verify records requiring urgent attention.
The Connected Workforce Ecosystem
One platform. An opportunity ecosystem.
Progress in training and employment often involves many individuals and more than one organization. WIM provides a shared framework for coordinating their work, with information and tools appropriate to each role.
WIMStudents at the heart of workforce progress
Stakeholder 01 / 09
Students & Job Seekers
Understand your progress, and discover pathways toward employment and further education. WIM is designed to help participants recognize opportunities and make informed decisions about what comes next. Student-facing tools are planned for a future phase. Student records remain under institutional control, with external sharing subject to applicable authorizations.
Value deliveredA clearer view of training progress and possible next steps toward work or further education. Student-facing tools remain a future capability.
Select a stakeholder to see its role and WIM value.
Enroll→Learn→Complete→Work→Advance→Return for Training
Shared information · Role-specific access · Coordinated action · Measurable outcomes
Ecosystem vision: employer, funder, student, and other external stakeholder interfaces are proposed and are not currently operational. Sharing identifiable student records with external stakeholders requires applicable student authorization or another lawful basis, as well as institution-approved permissions and agreements.
A platform shaped around each role
One foundation. Built for different roles.
WIM begins with a unified management overview. Explore how role-specific tools and controlled information exchange can extend its reach across the workforce ecosystem.
WIM / CONCEPT WORKSPACE● Illustrative preview
EXECUTIVE INTELLIGENCE
See where leadership attention is needed.
A cross-program perspective on participation, engagement, and follow-up.
Active cohorts24
Attendance rate87%
Items to review12
ILLUSTRATIVE STUDENT ACTION QUEUE
Critical review
Jordan EllisMedical Assistant · 61.5% attendance
Verify record & contactIntervention
Alex MorganHVAC Fundamentals · 73% attendance
Assign follow-upIntervention
Samira PatelPython Foundations · Transportation barrier
Review support planRecognition
Taylor BrooksPython Foundations · 100% attendance
Optional acknowledgmentRecognition
Casey RiveraHVAC Fundamentals · Outstanding progress
Optional acknowledgmentSample priorities for administrators. Recognition is optional; review and outreach remain administrator-led. These are fictional records, not live student data.
ROLE WORKFLOW
Illustrative role-specific workflow.
Explore the connected experience
Explore proposed role-specific experiences beyond the current management overview.
Explore proposed role-specific experiences beyond the current management overview.
WIM currently operates in Excel with one management dashboard. Additional stakeholder views shown here are concepts. Metrics and examples are fictional, not institutional records.
FROM INFORMATION TO ACTION
A clearer path from the first signal to the next decision.
Workforce programs generate information every day. WIM brings relevant signals into view, helps teams coordinate a response, and keeps the next step visible.
02 / RESPOND
Put the right people in motion.
Bring the issue to the appropriate instructor, advisor, or administrator with clear responsibility for follow-up.
03 / LEARN
Understand what’s next.
Track actions and outcomes over time to support better operational decisions and more accountable coordination.
Illustrative operating model. Specific data connections, permissions, and workflows depend on the implementation.
WIM in practice
See how simple attendance becomes informed action.
Explore an illustrative attendance scenario through the perspectives of the people responsible for progress. Each step connects a signal to a decision and a documented next action.
WIM / GUIDED WORKFLOWILLUSTRATIVE SCENARIO
Program Administrator · Class Setup
A clear class schedule starts with one roster.
The administrator imports a PeopleSoft roster, configures class dates and meeting times, assigns instructors, identifies SKIP dates, and sets attendance thresholds. WIM generates the class schedule.
Administrator action
Confirm roster, schedule, instructor assignments, and attendance settings before releasing instructor forms.
Illustrative walkthrough of WIM’s Excel-first attendance workflow. Data and examples are fictional; automated refresh, permissions, and interventions depend on the configured institutional deployment.
Instructor Experience · Fictional Example
Attendance that takes minutes, not paperwork.
Explore a WIM attendance form with fictional names, identifiers, and entries. Try the attendance selections and see how WIM checks for missing instructional hours.
Daily AttendanceNCCER Core + Computer · Class DEMO-204-A
Session: Tuesday, October 20, 2026
Instructor: Taylor Reed · 3.5 instructional hours
Instructor: Taylor Reed · 3.5 instructional hours
| Student ID | Student | Attendance | Hours attended | Check |
|---|---|---|---|---|
| DEMO-101 | Maya Chen | Checking… | ||
| DEMO-102 | Elijah Brooks | Checking… | ||
| DEMO-103 | Amara Lewis | Checking… | ||
| DEMO-104 | Noah Rivera | Checking… | ||
| DEMO-105 | Priya Shah | Checking… |
Interactive demonstration only. Entries are not stored or transmitted. Institutional deployments use authenticated, managed Microsoft 365 workbooks.
Why WIM
Critical decisions deserve more than fragmented information.
When enrollment, attendance, progress and interventions live in separate systems, operational visibility depends on someone assembling the pieces. WIM brings the picture into focus so teams can recognize priorities and act with greater clarity.
Understand participation, learner progress and completion in a consistent view across cohorts.
Spot attendance concerns and stalled progress while there is still time to respond.
See which issues need attention and whether interventions are moving forward.
Role-specific by designRole-specific Excel workbooks and forms can provide selected, authorized data with defined refresh intervals and no unrelated records.
Accountability in contextFollow-up is connected to the underlying learner or program concern.
Built around the journeyProgress extends from enrollment toward employment and continued advancement.
Built for leadership
Questions you should be able to answer without waiting for another spreadsheet.
Which programs need attention today?
Where are learners falling behind?
Are interventions happening early enough?
What is changing across the division?
An institution-first starting point
Prove the workflow. Then expand the ecosystem.
WIM's Excel-based foundation provides a practical starting point for coordinated workforce management. A focused institutional pilot can test the value of the existing overview and establish a repeatable method for controlled stakeholder exchange.
Establish the baseline
Confirm source records, reporting cadence, current dashboard measures, and the operational decisions the pilot should support.
Validate one external exchange
Test a separate employer or funder workbook with narrowly authorized, appropriately de-identified or consented data, controlled two-way submissions, validation, and scheduled updates.
Measure the operating experience
Track data accuracy, refresh reliability, time required for follow-up, and whether staff can locate the information they need.
Decide what scales
Use pilot findings to refine permissions, workflows, stakeholder participation, and the requirements for a future software platform.
Clock-Hour & Workforce Pell Management
Connect classroom attendance with funding accountability.
WIM brings instructor-recorded attendance, scheduled clock hours, and program oversight into a consistent Excel-based workflow. Administrators monitor progress against configured attendance requirements, while financial aid personnel collaborate on relevant records and Workforce Pell reviews.
Compare recorded attendance and accumulated hours with class schedules and administrator-defined requirements.
Give authorized institutional financial aid administrators relevant information for eligibility and funding-related review, without conflating their role with external funders.
Support consistent reporting, attention to missing records, and traceable follow-up across instructional and administrative teams.
WIM supports institutional documentation and review; federal or state program approval, eligibility determinations, disbursement decisions, and regulatory compliance remain with the responsible authorities and institution. Illustrative and developing workflows are subject to validation.
Institutional Control & Student Privacy
Connected opportunity. Protected student records.
WIM operates within the institution’s managed Microsoft 365 environment. Instructors and administrators access assigned Excel workbooks using their institutional accounts, while external information sharing is governed by student authorizations, applicable grant terms, and institutional policy.
Identifiable student information is not shared with external partners simply because they participate in the ecosystem. Applicable consent, grant requirements, and legal permissions determine what may be disclosed.
The institution controls where WIM workbooks are stored, who can access them, and the security policies applied to its Microsoft 365 environment.
Employers and funders receive only approved information relevant to their specific partnership or funding purpose, through controlled exchanges as those interfaces are implemented.
Access controls, consent processes, and external exchanges are subject to institutional configuration, validation, and applicable privacy requirements.
Our approach
Your institutional priorities, put into action.
WIM turns institutional priorities, program policies, and operating procedures into visible, coordinated action. It brings the information behind decisions into the same management framework as the work that follows.
Know what needs attention.
Then lead the response.
Explore the WIM approach to coordinated workforce operations.