Training

Public Classes

Public classes are open to all, and are scheduled at various locations in North America. These classes are your best option for learning Daylite or Merlin, with an instructor led, lab exercise based curriculum.

Online

For those of you who have time limitations or don’t wish travel, our online or web based training is an excellent choice. These are generally offered as a sequence of multi-day classes. One does not get the benefit of face-to-face student teacher interaction.

Private Classes

If you have a large group, or simply want to focus on your specific training needs, we can create a solution just for you. We can train you in the comfort of your office, and save you the hassles and wasted time spent on travel.

Course Selection

Please select a session from the calendar on the right, for complete details.

Merlin Project • $1500

Merlin is the leading Project Management(PM) software for Mac. Merlin has the potential to bring your business to new heights of success. The feature set is so extensive, that even makers of other PM software use Merlin in-house. Plan ahead, Plan better, Lower costs & Increase profits.

Day 1 • $500Day 2 • $800Day 3 • $800

Graphical User Interface - Merlin Project brigs with it a brand new user interface. Just as beautiful as it is, it is full of new options. This is a half day crash course on the brand new user interface.

Introduction - Project Management Basics, Elements, Data Exchange, Resources & Scheduling

Advanced - Finances, Tracking (Planned vs. Actuals), Program Management, Printing, Reporting, Sharing ( Local & Server)

Merlin Project Web • $900 All Sessions

Merlin is the leading Project Management(PM) software for Mac. Merlin has the potential to bring your business to new heights of success. The feature set is so extensive, that even makers of other PM software use Merlin in-house. Plan ahead, Plan better, Lower costs & Increase profits.

Part A & B • $300Part C • $200Part D • $200Part E • $200Part F • $200

Graphical User Interface

Level I - Intoduction to Merlin Project, Elements

Level I - Data Exchange, Resources & Scheduling

Level II - Business of Money

Level II - Program Management, Printing, Reporting & Sharing

Daylite • $799

Daylite is the leading CRM software for Mac. Daylite is feature rich with endless possibilities, all inside of a beautiful user interface. If used to it’s fullest potential, Daylite has the power to help you revolutionize your business.

Day 1Day 2

Getting started with Daylite Intro to concepts, interface, & data entry best practice An intermediate level class focusing on Classifications, Tasks management, and iOS integration

Taking Daylite to the next level An in depth course on Opportunities & Projects, Workflows through Pipelines & Activity Sets, and reports using Insight View.

Daylite Web • $499 All Sessions

Daylite is the leading CRM software for Mac. Daylite is feature rich with endless possibilities, all inside of a beautiful user interface. If used to it’s fullest potential, Daylite has the power to help you revolutionize your business.

Part A • $149Part B • $149Part C • $149Part D • $149

Concepts & Everyday Use • Getting started, Intro to concepts, interface, & data entry best practice

Getting Organized and Efficient • An intermediate level class focusing on Classifications, Tasks management, and iOS integration

Winning New Business • An in depth course on Opportunities, Workflows through Pipelines & Activity Sets, and reports using Insight View

Projects, Tasks & Workflows • An in depth course on Projects, Workflows through Pipelines & Activity Sets, and reports using Insight View

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