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General

What does CogniSoft do?

CogniSoft provides specialist Case Management, Management Information and Learner Management software solutions for organisations delivering learning, skills, employability, careers guidance, NEET tracking and community learning and development. Our platforms help organisations manage people, programmes, services, compliance, reporting and outcomes in one secure system. Whether you are supporting learners, participants, clients, employers, subcontractors or wider communities, CogniSoft helps bring your data, workflows and reporting together.

What software does CogniSoft provide?

CogniSoft provides two core platforms: YETI and IO. YETI is a single platform designed to support organisations delivering funded learning, skills, training and employability programmes. Built to work across both the learning and skills sector and the employability sector, YETI brings learner management, case management, funding, compliance, reporting and outcomes together in one joined-up system. For organisations focused on employability, careers, youth support or wider case management, YETI provides the flexibility to manage participants, interventions, outcomes and reporting within the same platform. For organisations delivering apprenticeships and wider skills provision, the additional functionality required to support these programmes — such as the inbuilt ePortfolio, remote learner onboarding, learner portal and course portals — is branded as YETI Infinity. IO is our configurable case management and CRM platform, designed for Local Authorities and organisations delivering careers advice and guidance, NEET tracking, community learning and development and other case-managed services — with built-in NCCIS reporting and validation to support statutory returns.

Who uses CogniSoft systems?

CogniSoft systems are used by a range of organisations across learning, skills, employability and public service delivery, including: Independent Training Providers, Local Authorities, Universities and Colleges, Employability Providers, Careers Advice and Guidance Services, NEET tracking teams, Scottish Community Learning and Development Services, National Careers Service providers, Housing Associations, Organisations delivering Department for Education, Department for Work and Pensions, Ministry of Justice, Local Authority or Combined Authority funded provision, Any other Government-funded delivery organisations.

What makes CogniSoft different?

CogniSoft combines long-standing sector experience with flexible, specialist software. We have been supporting the skills and employability sector for over 40 years, giving our customers confidence in both our product maturity and our long-term stability. CogniSoft are familiar with the complexity of funded programmes, compliance requirements, reporting demands and day-to-day operational delivery. Because we employ people with direct sector experience, our knowledge goes beyond the software itself. We bring real-world insight into the challenges of delivering services, managing learners and participants, meeting funding rules and achieving outcomes.

What kind of support does CogniSoft provide?

Customers have access to our friendly and knowledgeable in-house Support Team in our Manchester office, who are available to assist with queries, issues and day-to-day system guidance. Each customer is assigned a dedicated Account Manager who will arrange regular service reviews to help ensure the software continues to meet their needs. We hold regular in-person and online User Groups, giving customers the opportunity to share feedback, network with other organisations and help shape our future product roadmap. Maintenance is planned out of hours and our services operate at 99.9%+ uptime, so your teams can rely on access to the system when they need it.

How does CogniSoft use AI?

We take a considered approach to AI. We don’t believe in adding AI to our products simply for the sake of it. Where we use AI, it must provide a clear benefit while maintaining appropriate controls around data, security and user access. Our APIs allow customers to integrate CogniSoft products with third-party services, some of which may use AI. Customers choose which services they connect to and what data is shared with them. Internally, our teams may use approved AI tools to assist with activities such as research, marketing and meeting note-taking. The tools we can use, and how they can be used, are governed by our internal AI policy. We’ll always be clear about where AI is being used and continue to review how it is applied as the technology develops.

Can we speak to existing customers before making a decision?

Yes. Where appropriate, we can arrange for prospective customers to speak with existing clients so they can hear first-hand about their experience with CogniSoft, our products and our support.

Where is our data hosted?

All customer data is hosted securely within the UK.

How does CogniSoft protect sensitive data?

Security is a core part of the CogniSoft proposition. Our platforms include role-based security, controlled permissions, authentication, audit trails and tools to support data protection processes. This helps organisations control who can access information, maintain data integrity and protect sensitive learner, client and participant records. Access can be further secured with Two-Factor Authentication and Single Sign-On. CogniSoft is ISO 27001 certified and has maintained a mature Information Security Management System since 2011.

What security certifications does CogniSoft hold?

CogniSoft holds the following security certifications: ISO 27001:2022 — CogniSoft has been certified to the ISO 27001 information security management standard since 2011. This means our systems, processes and controls are independently audited against international best practice. Cyber Essentials Plus — we hold Cyber Essentials Plus accreditation, the UK government's technical verification of an organisation's defences against common cyber threats. This is particularly relevant for organisations trusting us with DWP claimant data, Local Authority records and learner personal information. We also commission annual independent penetration testing of our platforms by accredited security consultants.

Can we purchase CogniSoft software through G-Cloud?

Yes. YETI and IO are both listed on the G-Cloud Digital Marketplace, the UK government's procurement framework for cloud software. This means public sector organisations, including Local Authorities and Combined Authorities, can procure CogniSoft software directly through the framework without running a separate tendering process.

Do CogniSoft systems support GDPR compliance?

Yes. CogniSoft operates within a robust governance framework, and our systems are designed to support compliance with UK GDPR and the Data Protection Act 2018. Both YETI and IO include tools designed to support GDPR-related processes, including Subject Access Requests and data retention requirements. Access to sensitive data can also be controlled through role-based security groups, helping organisations ensure users can only view and manage information relevant to their responsibilities.

Do CogniSoft systems integrate with other platforms?

Yes. CogniSoft supports a range of integrations with third-party providers and services. These include: Single Sign-On, SMS messaging providers, Address lookup services, Department for Education data services, Department for Work and Pensions data services, Other third-party tools and platforms Both YETI and IO have documented APIs that can be used to support integrations with third-party systems.

What happens during implementation?

During implementation, you will be assigned a dedicated Implementation Consultant and Account Manager. They will work with your team to understand your requirements, configure the system, deliver relevant training and support your organisation through the implementation process. Once implementation is complete and your team is confident using the system, you will be introduced to our in-house Support Team for ongoing assistance. Users also have access to our Help Centre, which is accessible from within the application.

How long does implementation typically take?

Implementation timescales depend on the size and complexity of your organisation, the number of services or contracts being delivered, the amount of configuration required and whether data migration is needed. Our team will discuss your requirements and provide a more accurate implementation timescale as part of the sales and discovery process.

Can CogniSoft migrate our existing data?

Yes. CogniSoft can support the migration of existing data into YETI or IO. Our team will work with you to understand your current data sources, review the information being migrated and help ensure data is transferred accurately into the new system.

What happens to our data if we stop using CogniSoft?

At the end of a contract, a data extract can be provided on request, in a non-proprietary format so it can be transferred to another system. Where a data extract is not required at the point of contract end, customers are instead provided with an encrypted database key. Should access be needed in future, customers would need to contact CogniSoft, who would use the key to retrieve it on their behalf.

What training is available?

CogniSoft offers a range of training sessions to help users get the most from the system. Training requirements are identified during implementation and are tailored depending on your organisation, system configuration and user roles. Training covers areas such as system administration, day-to-day user processes, reporting and compliance.

YETI

What is YETI?

YETI is CogniSoft's learner and programme management platform. It is designed for organisations delivering funded skills, training, learning and employability programmes. YETI brings learner management, funding, compliance, reporting, employer engagement and outcomes into one flexible system. For organisations delivering apprenticeships and wider skills provision, YETI Infinity extends the platform with everything needed to deliver programmes end to end — including an inbuilt ePortfolio, remote learner onboarding, and learner, employer and course portals. Because these tools sit within the same platform as the core MIS, there is no separate system to integrate or reconcile: delivery, funding, compliance and reporting all stay connected. The platform helps reduce administration, improve visibility, support compliance and give teams a clearer view of their provision.

Who is YETI designed for?

YETI is designed for organisations delivering funded learning, skills, training and employability programmes. This includes: Independent Training Providers, Local Authorities delivering learning and skills programmes, Local Authorities delivering employability programmes, Employability Providers, National Careers Service providers, Prime providers, Subcontractors, Housing Associations, Organisations delivering government-funded provision. Organisations focused on employability, careers, youth support or wider case management typically use YETI's core MIS functionality. Organisations delivering apprenticeships and wider skills provision typically also use YETI Infinity, for the additional delivery tools it provides.

What types of provision can YETI support?

YETI can support a wide range of provision types, including: Apprenticeships, Apprenticeship Units, Adult Skills Fund (formerly Adult Education Budget) provision, Skills Bootcamps, 16-19 Study Programmes, Tailored Learning, Advanced Learner Loans, Commercial Learning, Department for Education funded provision, Department for Work and Pensions funded provision, National Careers Service contracts, Employability contracts, Ministry of Justice funded provision, Local Authority funded provision, Combined Authority funded provision, Welsh Government funded provision (LLWR), Subcontracted delivery

Can YETI manage multiple contracts and funding streams?

Yes. YETI can manage multiple contracts, funding streams and programme types within one platform. This allows organisations to centralise delivery across different funded programmes, reduce spreadsheet dependency and gain better visibility of learners, contracts, performance and compliance.

Does YETI support Apprenticeships, the Adult Skills Fund and Skills Bootcamps in one system?

Yes. YETI supports organisations delivering Apprenticeships, Adult Skills Fund (formerly AEB) provision, Skills Bootcamps and other funded programmes within a single platform. Rather than running separate systems for each programme type, providers can manage learner records, administration, compliance, reporting and funding requirements for all of their provision in one place — with each contract's rules and reporting requirements handled within the same system.

Can we customise forms, workflows and reports in YETI?

Yes. YETI is flexible and configurable by design. Forms, workflows, reports and key processes can be tailored to reflect your organisation's delivery model and operational requirements. This helps the system support the way you work, rather than forcing your team to reshape everything around a rigid platform.

Does YETI include dashboards and KPI reporting?

Yes. YETI includes dashboards and KPI reporting tools that provide visibility of performance, compliance and operational activity. Dashboards can be tailored by role, helping users focus on the information most relevant to them. This reduces noise, improves efficiency and gives teams quicker access to the insights they need.

Can users build their own reports?

Yes. YETI includes a standard suite of built-in reports, and CogniSoft also offers report training to help customers create and maintain their own reports. This gives your team greater flexibility and control over reporting, while reducing reliance on technical support for routine reporting requirements.

Does YETI support subcontractor management?

Yes. YETI supports Prime and Subcontractor delivery models. The system gives Prime providers visibility and control across their delivery network, while allowing subcontractors to manage their own areas of responsibility. This supports collaboration, governance, compliance and performance monitoring across subcontracted provision.

Does YETI support employer engagement?

Yes. YETI can support employer engagement by helping organisations manage employer relationships, learner placements, engagement activity and related records in one system. This gives teams clearer visibility of employer interactions and helps connect employer activity with learner and programme delivery.

How does YETI support apprenticeship delivery?

Apprenticeship and skills delivery is supported through YETI Infinity, which extends YETI with an inbuilt ePortfolio and related delivery tools. The ePortfolio gives tutors and assessors a single place to manage initial assessments, skills scans, diagnostics, learning plans and evidence. Progress can be tracked against Knowledge, Skills and Behaviours (KSBs) and assessment criteria, giving learners, tutors and employers a clear, shared view of how far a learner has progressed at any point in their programme. The ePortfolio also supports Internal Quality Assurance (IQA) sampling of evidence, with built-in feedback workflows, notifications, messaging and sign-off, backed by a full audit trail - helping providers demonstrate quality assurance to Ofsted and funding bodies. Off-the-job training hours can be recorded and monitored throughout, helping providers evidence that apprenticeship requirements are being met. YETI Infinity also includes secure remote learner onboarding, so learners can be enrolled and complete their initial paperwork online — particularly useful for providers working with learners and employers across different locations.

Can tutors manage reviews and communication with learners and employers?

Yes. Within YETI Infinity, tutors and assessors can schedule and record reviews and sessions, and communicate directly with learners and employers as part of the learner journey. Because this sits on the same platform as the ePortfolio, funding and compliance data, there is no need to move between separate systems to deliver, evidence and report on a programme.

Does YETI include a learner portal?

Yes. The Learner Portal, part of YETI Infinity, allows learners to access and manage key parts of their journey. Depending on configuration, learners can use the portal to: View their progress, Upload evidence, Record off-the-job hours, View assessments and tasks, See upcoming events and meetings, Track key activities linked to their programme

Is there a self-service portal for employability participants?

Yes. YETI for Employability includes a Self Service Portal, giving participants a way to manage their own appointments, message their advisor securely, and access smart job matching. This helps keep participants engaged with their journey and reduces administrative contact for advisers, while still keeping all activity connected to the case record.

Does YETI include an employer portal?

Yes. YETI includes an Employer Portal, giving employers access to relevant information and activity linked to the learners or programmes they are involved with. This helps improve communication, visibility and engagement between providers and employers.

Does YETI include a course portal?

Yes. The Course Portal, part of YETI Infinity, enables learners to register for courses. Where relevant, this can also support online payments, helping providers manage course registration and payment processes more efficiently.

How does YETI help with funding and compliance rules?

YETI includes comprehensive validation to help improve data quality and support compliance. The system includes over 300 built-in business rules, helping validate data at the point of entry. Users can be prompted to complete mandatory fields, correct errors and resolve issues before they become bigger problems later in the process. This helps reduce the risk of funding or compliance issues during submissions, audits or contract monitoring.

Does YETI support ILR submissions?

Yes. YETI generates ILR submission files and validates learner data at the point of entry against current funding rules, helping providers identify and resolve errors before submission rather than after. Batch export functionality allows submission data to be generated for the relevant contracts and periods at the click of a button, and reconciliation tools help providers compare funding body figures against YETI data and quickly highlight any discrepancies. For providers delivering in Wales, YETI also supports Welsh LLWR data entry and funding rules, with a dedicated LLWR export tool for generating submissions. This helps providers submit accurate, audit-ready funding returns with confidence.

How quickly are funding rule and compliance changes reflected in YETI?

CogniSoft takes a proactive approach to funding rule and compliance changes from bodies such as the Department for Education and the Department for Work and Pensions. We have aligned our software with every major funding and policy change in the sector for over four decades — from the introduction of the ILR through to today's DfE, DWP and devolved funding arrangements — and we monitor upcoming changes so that business rules, validation and reporting are updated ahead of each funding year wherever possible. This means customers can remain aligned with current requirements and continue operating confidently as the rules change.

How does YETI help during audits?

YETI supports audit preparation by centralising key learner, compliance and programme information in one system. Reports, dashboards and stored evidence can help organisations retrieve the information auditors typically require, reducing the time spent gathering data from multiple places. We also encourage customers to let us know as soon as they are notified of an upcoming audit, so we can prioritise relevant support requests and provide timely assistance where needed.

What common challenges does YETI help solve?

YETI helps organisations address common challenges such as: Managing complex funding rules, Reducing spreadsheet dependency, Improving data quality, Avoiding compliance issues, Producing audit-ready evidence, Managing subcontractors, Tracking learner outcomes, Improving employer engagement, Centralising multiple contracts, Producing accurate funding returns and reports

IO

What is IO?

IO is CogniSoft's configurable case management and CRM platform. It is designed to help organisations manage people, cases, services, workflows, engagement, outcomes and reporting in one system. IO supports teams that need to record interactions, manage caseloads, track interventions, monitor progress and report on service impact.

Who is IO designed for?

IO is designed for organisations delivering careers, community, employability, youth support, tracking or case management services. This includes: Local Authority NEET tracking teams, Local Authority Careers Advice and Guidance teams, Scottish Community Learning and Development services, Organisations delivering community-based support, Services managing caseloads, interventions and client engagement

What services can IO support?

IO can support a range of service areas, including: NEET tracking, NCCIS returns, Community Learning and Development, Careers Advice and Guidance, Client and participant case management, Engagement tracking, Intervention management, Outcome monitoring, CRM-style organisation and contact management

Can IO be configured to match our service?

Yes. IO is highly configurable and can be shaped around your organisation's service model, processes and reporting requirements. This makes it suitable for teams with local processes, different service pathways or specific data capture needs.

Can IO help manage caseloads?

Yes. IO can help teams manage caseloads by centralising client, participant or young person records in one system. Users can record interactions, track activity, manage interventions, monitor progress and maintain a clear history of support provided.

Can IO track engagement and outcomes?

Yes. IO can be used to track engagement, service activity, interventions, progress and outcomes. This helps organisations understand who they are supporting, what activity has taken place and what impact the service is having.

Does IO include dashboards and reporting?

Yes. IO includes reporting and dashboard capabilities to help organisations monitor performance, activity and outcomes. Reports can be used to support internal management, operational decision-making and stakeholder reporting.

Can IO support CRM-style organisation management?

Yes. IO includes functionality that can help teams manage organisations, contacts, engagement activity and relationships. This is useful for services working with employers, partners, education providers, community organisations or other stakeholders.

Does IO support NEET tracking?

Yes. IO supports NEET tracking by helping teams manage young person records, track statuses, record interventions and maintain visibility of engagement activity. This allows teams to manage caseloads more effectively and monitor young people's participation, support needs and outcomes.

Does IO support NCCIS returns?

Yes. IO has an inbuilt NCCIS return module, and all NCCIS (formerly CCIS) business rules are built into the application, providing data validation at the point of entry to ensure your data is accurate and compliant. The system is maintained in line with Department for Education requirements, so NCCIS reporting remains simple and accurate as the rules evolve.

Can IO help Local Authorities manage young people at risk of becoming NEET?

Yes. IO can support early intervention by helping teams record indicators, track engagement, manage actions and monitor changes over time. This gives Local Authorities better visibility of young people who may need additional support.

Can IO be used for Careers Advice and Guidance services?

Yes. IO can support Careers Advice and Guidance services by helping teams manage client records, record guidance activity, track actions and monitor outcomes. The system provides a central place for advisers to record interactions and maintain a clear view of each person's journey.

Can advisers record appointments, actions and interventions?

Yes. IO can be configured to record appointments, actions, interventions, notes, outcomes and related activity. This helps advisers manage ongoing support and provides a clear history of engagement.

Can IO support Community Learning and Development services?

Yes. IO can support Community Learning and Development services by helping teams manage participants, activities, engagement, outcomes and reporting. The system can be configured around local service delivery models, allowing teams to capture the information that matters to their provision.

Can IO support Scottish CLD services?

Yes. IO is used by Scottish Community Learning and Development services and can support the management of local CLD activity, participant engagement and service reporting.

Can IO help us report on service impact?

Yes. IO can help organisations report on activity, engagement, outcomes and impact. By centralising records and reporting data, IO helps teams evidence what support has been delivered and what has changed as a result.

Can IO help reduce spreadsheet dependency?

Yes. IO helps reduce reliance on spreadsheets by bringing case records, activity tracking, workflows and reporting into one system. This improves consistency, reduces duplication and gives teams a clearer view of the people and services they manage.

What common challenges does IO help solve?

IO helps organisations address common challenges such as: Managing caseloads across teams, Tracking interventions and engagement, Recording outcomes consistently, Producing reports for stakeholders and funders, Supporting NEET tracking and NCCIS requirements, Managing Careers Advice and Guidance activity, Supporting Community Learning and Development services, Reducing spreadsheet-based processes, Improving visibility of service impact, Centralising client, participant and organisation records.

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