Planorama is built on more than 20 years of hands-on experience in the training industry — developed in close collaboration with our customers
General
Planorama is a cloud‑based system that runs 100% in a web browser. The platform offers different access points depending on the user’s permissions.
Web‑based and always running on the latest version
By choosing a web‑based system like Planorama, the daily operations, security, and uptime guarantee are handled by us. The system is updated several times a month, ensuring that our customers are always on the latest version.Security and stability
Naturally, Planorama complies with all GDPR requirements and is ISAE3000 certified. All communication with the system is encrypted, and we maintain an uptime of more than 99.9%.Whitepaper på it
Single sign on and integration with Office 365
Our standard integration with Office365 makes it possible to log in using Microsoft accounts and access calendars and meeting rooms within the organisation.Open API
In addition to our standard integration options, we offer both a Webservice API and a REST API. These allow you to retrieve course data, create registrations, and validate user information, among other capabilities.Discover our API
Courses
We offer a wide range of features for course administration, here we have selected some of the most important ones.
Calender
Our calendar views offer day, week, and month layouts. You can also colour‑code your activities by type, instructor, customer group, and much more.Resource overview and calendar synchronisation
We give you a clear overview of instructor and meeting‑room utilisation through our resource dashboard. Calendar synchronisation ensures that meeting invitations are sent to participants and that your meeting rooms are booked automatically.List views, easy export, and user customisation
Naturally, you can view your data in clear, easy‑to‑navigate lists that can be filtered by dates or customer segments. All lists can be exported to Excel, and each user can choose exactly which columns should be displayed.Registration flow and recognition of returning participants
When you manage registrations for multiple courses at once, our registration flow provides a simple and intuitive overview. And with Planorama’s unique participant‑recognition feature, participant data is automatically identified, making the processing of registrations fast and effortless.Instructors, Coordinators, Participants
In Planorama, all resources involved in a course can log in. So if you have resource types beyond the usual instructors, coordinators, and participants, we can support those as well. Each type of resource has different access levels and properties for each course.Timelines and automation
Streamlining and structuring daily operations is a core part of the idea behind Planorama. With our timelines, you can automate actions that you would otherwise handle manually — for example sending course invitations, distributing evaluations, or issuing invoices. Each individual course has its own timeline, and the same applies to programmes.Files, certificates, tickets, and mail merge
It is possible both to attach and send files in connection with a course, and Planorama also offers data‑merging to both Microsoft Word and PDF. This can be used for certificates, tickets, place cards, name tags, and more. Merged files can also be sent to the participants.Templates
In Planorama, you can save most elements as templates, making it easy to reuse your data. On a course template, you can save the timeline, files, eligible instructors for the course, and available locations.E-learning
In Planorama, it is possible to distribute and complete online learning material. We offer both our own method and the industry standard, SCORM.
Easy creation of learning content
We give you the ability to upload your own PDF files to the system. We automatically convert them into images so they can be displayed on all platforms, and you can easily mix questionnaires and videos into your learning content.SCORM compatible
Planorama is compatible with SCORM 1.2, 2004 and we also support Scorm Cloud.The execution takes place within the Planorama environment, so the user is not sent to other systems.
Execution on all platforms
E‑learning from Planorama can be completed on PCs, tablets, and mobile phones.Tracking time can be used
By distributing materials as e‑learning, you not only gain insight into whether your participants complete the training, but also how much time they spend on it. You can even add questions to check whether they have understood the content.Surveys
Our surveys can of course be simple yes/no questions, but you always have the option to use more advanced features.
Question types
You can create simple question types such as multiple‑choice, free‑text, or checkbox questions, but you can also build advanced question types like matrix questions or file uploads. In the questionnaire, you can specify which questions are easy or difficult, assign point values to each question, and define what is required to pass.Guided courses
By creating a Guide, you give the user the option to answer only a subset of the questions. For example: if they answer A, then question B will be shown; if they answer C, then question D will be shown.Question pools
With pools, you can have a bank of, for example, 100 questions and give each user 10 different ones. You can also mix question types — for instance, providing 5 easy questions and 5 difficult ones. You decide the categories and what is required to pass the survey.Exam & Time
Some of our customers use our survey for exams and testing purposes. In that context, it is often relevant to time‑limit access to the survey. It is also possible to send a merged PDF diploma upon completion — you design the diploma yourself.Training programs
In Planorama, you can create profiles, which are collections of learning content that can be assigned to users.
Target groups
Who should receive which profile can be automated through target groups — for example, everyone who buys a specific course or belongs to a particular customer or department.Blending of learning methods
A training profile can consist of courses, surveys, and e‑learning, allowing you to create a blended learning program. You can also categorise the learning within the profile and require that it is completed in a fixed sequence.Timelines and automatic follow‑up
Just like with courses, you can use our timeline logic on training profiles. This means you can automatically message the user when the profile is assigned, or send a reminder if the profile has not been completed within a certain number of days or by a specific date.Diplomas
When a profile is completed, a merged PDF diploma can be sent directly to the user.You can also choose when the training is considered passed — whether all activities must be completed or only a subset.
Reporting
In Planorama, you can extract data into lists and reports.
Visual extracts
When you generate extracts in Planorama, the system automatically creates a visual report with easy‑to‑read graphs. But of course, you can always view the underlying data in a list.Overview of the individual programme
We have created a series of standard extracts that are available for each individual course programme, giving you a quick overview of your participants, etc.Extracts across activities
You can of course generate extracts across your data — for example, everyone who has attended a specific course, or those who scored poorly on a particular question in your evaluation.Budgets & Pipeline
You can also enter income and expenses for each individual course. This can help you create a budget for an upcoming period or generate a financial report that you can reconcile with.Integrations
We offer a range of standard integrations that are ready to use. In addition, we have built integrations for a wide variety of other systems.
Office 365 and Exchange
With integration to Office 365 and Exchange, we can import users and offer single sign‑on. In addition, we can read and create events in calendars and meeting rooms. This means you can check whether your instructor is available on the day you want to schedule a course.Microsoft NAV Business Central
NAV is one of the systems we have integrated with the most. We use the built‑in web services in NAV and can exchange customer data and create invoice drafts.Microsoft Teams
Our standard integration with Teams gives you the ability to run your courses online via Teams — it’s simple and straightforward. You use Planorama’s timeline to communicate with participants and send out the meeting link.Microsoft OneDrive
Integration with OneDrive/SharePoint makes it possible to share materials and course files with Planorama while they are stored on OneDrive. It is not necessary to share the files with external users.Microsoft Sharepoint
Our integration with SharePoint makes it possible for employees to complete training and sign up for courses quickly and easily via the intranet.Microsoft CRM
CRM integrations are an obvious choice, as it is typically the central customer database. We can synchronise customers and contacts with the CRM, and we have also built extended integrations where course data is transferred as well.E-conomic
The integration with E‑conomic is standard but can be customised to your needs. By default, we synchronise customers and can create invoice drafts, making it easy and lightning‑fast to invoice your participants.GoToTraining Webinar
With our standard integration to Citrix GoToTraining, you can easily host webinars or online courses. GoToTraining is one of the most advanced webinar tools on the market.MailChimp
With the integration to MailChimp, you can transfer a list or report from Planorama to a mailing list in MailChimp. For example, you can create a list of everyone who has attended course A but has not purchased course B in Planorama, and transfer it to a campaign in MailChimp.Colibo
Colibo combines a classic intranet with a modern collaboration platform and hub where you gather all your applications in a user‑friendly interface. The integration with Colibo gives you an overview of and access to your e‑learning and activities in Planorama.Apsis One
Apsis One is a marketing product where Planorama can synchronise participants to mailing lists, making it easy to send a campaign to a specific extract in Planorama.ActiveCampaign
ActiveCampaign is a CRM system and marketing product, where Planorama can, among other things, synchronise participants to mailing lists, making it easy to send a follow‑up campaign.SuperOffice
SuperOffice is a CRM system where Planorama can, among other things, synchronise participants, customers, and courses.Actimo
Planorama learning can easily be displayed in Actimo using single sign‑on.Read about how our customers use our features today
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Planorama
Lautrupvang 1b
DK-2750 Ballerup
Denmark
Telephone +45 25 79 75 05
Email info@planorama.dk
VAT REG 33 58 82 16
Bank 3430 0010882818
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