Our Trainings
Develop Actionable Skills, Learn Best Practices, and Move Your Projects Forward.
We perform skill transfer and support until organizations have complete control and sustainability of newly installed systems.
In this regard, we provide training courses in a variety of options and formats to meet your requirements.
Our Training Courses
Modular, Adaptable Courses
Created and delivered by leading Experts in our core Domains.
Adjustable to your projects as well as your specific business needs and constraints.
Business Process Optimization
Document Management
Electronic Document Management
Enroll in a Course Today
How We Train
Instructor-led, Technology-based, On/Off-the-job Training Method
A well-balanced mix of presentations and hands-on sessions to ensure you gain comprehensive knowledge and skills in Business Process Optimization, Document Management, and Document and Records Scanning.
Presentations
Theoretical units for grasping key concepts in the field, as well as project framework and strategies, as well as expert-shared experiences.
Practical Sessions
Based on the activities and professional obstacles that participants face; reinforced by domain-specific case studies, and the development and use of certain skills and strategies.
Training Formats
- Classroom-based
- In-House – Customized courses designed to be instructed in your workplace for your internal professionals.
- Offsite – Trainings outside of the daily workplace, to stimulate the exchange of best practices and knowledge among professionals enrolled through various organizations.
- Webinars
- Monthly live online sessions devoted solely to Business Processes. Webinars are convenient, interactive, and cost-effective ways to gain new insights and practical skills for dealing with specific domain challenges.
Training Options
- Scheduled – Courses readied by our Instructors. We identify the training objectives and determine the content and other details.
- On-demand – Custom-tailored courses. You choose the module/s you want to take, the schedule, venue, training format, and option, and we together set up the contents to cover.
Document storage refers to the act of storing documents, typically electronic documents, on-premises, on disk, on a hard drive, or in a cloud-based document management system (DMS). The process of finding or locating data, documents, files, or records is known as document or records retrieval. Businesses generate large amounts of documents, data, or records that must be kept for re-use. Many of them prefer electronic document storage and retrieval systems to save time, resources, and energy, to be compliant, and more. As massive amounts of data continue to accumulate at an alarming rate, file storage becomes increasingly difficult to manage. This training course will teach how to deal with the challenge of storage and retrieval of voluminous files and records.
The objectives of the Storage and Retrieval of Electronic Documents Training are the following:
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- Address the challenge of storage and retrieval of voluminous files and records
- Efficiently store your electronic files
- Determine where and how your records will be stored
- Investigate the various storage options
- Access your important electronic files easily and quickly.
The following are the advantages of taking the Storage and Retrieval of Electronic Documents Training:
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- A solid foundational and practical understanding of the storage and retrieval of electronic documents
- Best practices for storing and retrieving electronic documents according to ISO 15489 (records management) associated with ISO 14641 (preservation of electronic documents), and ISO/TR 15801 (trustworthiness and reliability of electronic documents)
- Store your electronic files in a management system, in a logical order, and with keyword search capabilities
- Improve your document management operations
- Improve your abilities as a Document/Records/Information Manager.
This Training is designed for:
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- Document/Records/Information Managers
- Librarians
- System Administrators
- Consultants.
The modules covered during the Storage and Retrieval of Electronic Documents Training are listed below.
E = English | F = French | C = Classroom
Modules | Course Outline | Languages | Format | Training Materials | Duration | Prices* | Join Now |
M1 | Introduction to File Storage and Records Retrieval |
E F |
C | 1 day | Get Prices |
Enroll Share |
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M2 | Premises-based Storage vs. Cloud-based Storage |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M3 | Electronic Document Classification and Search Methods |
E F |
C |
1 day | Get Prices |
Enroll Share |
|
M4 | Workshops and Case Studies |
E F |
C | 1 day | Get Prices |
Enroll Share |
* Fees per participant (VAT, training materials, and unlimited access to the Instructor included).
Document scanning and management are two interconnected processes. Scanning is commonly used to convert paper documents to electronic format, which can then be saved digitally, made searchable, and handled efficiently so that people can access them as needed. Digital files, like analog ones, can be cluttered and disorganized. In this circumstance, document management and organization are required. This Course will teach you how to manage the electronic documents that you create after scanning and converting paper documents and to make the most out of them. It focuses on manual and automatic capturing, organizing, and processing scanned documents and arranging the resulting data in a decision-driving manner.
The objectives of the Management of Scanned Documents Training are the following:
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- To convert paper documents into digital versions as quickly and easily as possible
- To manage and organize files in an efficient manner.
The following are the advantages of taking the Management of Scanned Documents Training:
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- Sort through your scanned documents
- Understanding and application of manual and automated scanned document organization and processing techniques in your context
- Learning advanced information and concepts such as workflow, filing, electronic archiving, and compliance
- Naming and filing automatically
- Document indexing
- Separation of files automatically
- Storing for display in an electronic document filing system
- Automate your business processes by turning your data into meaningful insights
- Improving your abilities as a Document/Records/Information Manager.
This Training is designed for:
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- Document/Records/Information Managers
- Business Analysts
- Consultants
- Project Managers
- System Administrators.
The modules covered during the Management of Scanned Documents Training are listed below.
E = English | F = French | C = Classroom
Modules | Course Outline | Languages | Format | Training Materials | Duration | Prices* | Join Now |
M1 | Introduction to Managing Scanned Documents |
E F |
C | 1 day | Get Prices |
Enroll Share |
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M2 | Scanned Document Organization and Management |
E F |
C | 1 day | Get Prices |
Enroll Share |
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M3 | Change Management and Planning |
E F |
C |
1 day | Get Prices |
Enroll Share |
|
M4 | Case Studies and Workshops |
E F |
C | 1 day | Get Prices |
Enroll Share |
* Fees per participant (VAT, training materials, and unlimited access to the Instructor included).
Document scanning is a technique for converting paper documents to an electronic format that can then be digitally stored and made searchable. This Course teaches participants how to engage the process of document scanning in a very operational and professional way. It provides some of the key concepts and technical considerations that must be made in order to optimize this process and produce high-quality electronic documents.
The objectives of the Document Scanning and Conversion Training are the following:
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- Comprehend digitization and document scanning
- Grasp document scanning standards’ compliance requirements for electronic document processing and document workflow
- Put a reliable document scanning project into action
- Decide which documents will benefit the most from digitization
- Determine the right file format for the scanned documents.
The following are the advantages of taking Document Scanning and Conversion Training:
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- Substantial knowledge and understanding of document scanning and how to use them to optimize your document management operations
- Best practices and action plans for successful implementation of document scanning and conversion tasks in your organization
- Navigate the legal and normative landscape
- Configure a document scanning equipment
- Electronic picture imaging and processing
- Quality control and management of scanned documents based on ISO 29861 (assessing the output quality of color scanners used in the office), ISO 14641 (technical specifications and organizational policies to be implemented for the capture, storage, and access of electronic documents), ISO 19005 (electronic document file format for long-term preservation), and ISO/TR 15801 (recommendations for trustworthiness and reliability of information stored electronically)
- Integrate document scanning with other tasks
- Transform your data into useful insights and use them to automate your business processes
- Overview of the market’s document scanning solutions and vendors
- Change management to help prepare your organization.
This Training is designed for all professionals tasked with managing or operating electronic document management systems:
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- Document/Records/Information Managers
- Librarians
- Business Analysts
- System Administrators.
The modules covered during the Document Scanning and Conversion Training are listed below.
E = English | F = French | C = Classroom
Modules | Course Outline | Languages | Format | Training Materials | Duration | Prices* | Join Now |
M1 | Introduction to Information Capture and Document Scanning |
E F |
C | 1 day | Get Prices |
Enroll Share |
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M2 | The Scanning Processs: Critical Steps, Considerations, and Requirements |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M3 | Change Management and Planning |
E F |
C |
1 day | Get Prices |
Enroll Share |
|
M4 | Workshops and Case Study |
E F |
C | 1 day | Get Prices |
Enroll Share |
* Fees per participant (VAT, training materials, and unlimited access to the Instructor included).
As many people might be reassured by the project’s ease and even underestimating the volume and treatment of documents, document scanning is no simple undertaking. Being well prepared, understanding what needs to be accomplished, and being realistic about whether you can scan in-house or if you need to outsource are critical to success. This Course teaches participants the technical, organizational, and legal foundations of document scanning, as well as how to define functionalities and processes in accordance with standards. It also discusses project management for document digitization in a very operational way.
The objectives of the Document Scanning Project Deployment Training are the following:
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- Comprehend the concepts and principles of digitization and document scanning and how to navigate them
- Grasp document scanning standards and requirements for document workflow
- Put an efficient document scanning project into action
- Examine the market’s leading document scanning solutions and vendors.
The following are the advantages of taking the Document Scanning Project Deployment Training:
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- Substantial knowledge and understanding of document scanning and use them to optimize your document management operations
- Thorough understanding and action plans for successful implementation of document scanning projects and daily tasks in your organization following the ISO 15489, ISO 29861, and ISO 30300 standards
- Project management skills for document scanning
- Make a post-scan strategy
- Navigate the legal and normative landscape
- Overview of the market’s document scanning solutions and vendors
- Change management to help prepare your organization
- Improving your abilities as a Document/Records/Information Manager.
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- Willingness to work on tasks or initiatives involving document scanning for your company.
This Training is designed for:
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- Document/Records/Information Managers
- Business Analysts
- System Administrators
- End-users
- Solution Architects
- Consultants
- Project Managers
- Professionals who want to learn about the steps in deploying document scanning projects.
The modules covered during the Document Scanning Project Deployment Training are listed below.
E = English | F = French | C = Classroom
Modules | Course Outline | Language | Format | Training Materials | Duration | Prices* | Join Now |
M1 | Digitization and Document Scanning |
E F |
C | 1 day | Get Prices |
Enroll Share |
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M2 | The Scanning Process |
E F |
C | 1 day | Get Prices |
Enroll Share |
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M3 | Document Scanning Project: Deployment Approach and Procedures |
E F |
C | 1 day | Get Prices |
Enroll Share |
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M4 | Risk Mitigation |
E F |
C |
1 day | Get Prices |
Enroll Share |
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M5 | Change Management requirements and Planning |
E F |
C |
1 day | Get Prices |
Enroll Share
|
|
M6 | Case Studies and Workshops |
E F |
C | 1 day | Get Prices |
Enroll Share |
* Fees per participant (VAT, training materials, and unlimited access to the Instructor included).
A document management system (DMS) is an essential and ever-evolving part of any productive organization. A well-maintained DMS software assists businesses in remaining compliant with recordkeeping regulations, avoiding security risks, and streamlining workflows and efficiency. This Course will teach you how to upgrade and maintain your DMS and to align it with your company’s and organization changing needs and meet modern business requirements. It gives you the knowledge and skills you need to review your whole technology infrastructure and improve your overall DM processes and applications.
The objectives of the Upgrade and Maintenance of Document Management System Technology Platform Training are the following:
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- Align your DMS with your organization’s evolving needs
- Increase the effectiveness of your DMS and best practices
- Maintain standard and regulatory compliance.
The following are the advantages of taking the Upgrade and Maintenance of Document Management System Technology Platform Training:
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- Solid foundational knowledge in evaluating your document management systems (DMS) as a software
- Improve your standard operating procedures for DM
- Investigate new technology for DM
- Increase security and accountability
- Providing auditing services
- Maintain compliance with laws and regulations
- Improving your skills as a document/records manager and system administrator.
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- Willingness to conduct a review of your document management system and technology platform.
This Training is designed for all professionals tasked with managing or operating organizational business processes:
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- Document/Records/Information Managers
- Business Analysts
- System Administrators
- Compliance Officers
- Consultants
- Project Managers.
The modules covered during the Upgrade and Maintenance of the Document Management System Technology Platform Training are listed below.
E = English | F = French | W = Webinar | C = Classroom
Modules | Course Outline | Languages | Format | Training Materials | Duration | Prices* | Join Now |
M1 | Review and Diagnosis of DM and DM Technology Platform |
E F |
C W |
1 day | Get Prices |
Enroll Share |
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M2 | Project for Upgrading DMS Technology: From Planning to Go-live |
E F |
C W |
2 days | Get Prices |
Enroll Share |
|
M3 | Case Study and Workshops |
E F |
C W |
1 day | Get Prices |
Enroll Share |
* Fees per participant fees (VAT, training materials, and unlimited access to the Instructor included).
Electronic document management system (EDMS), as a document management solution, is critical for today’s service-oriented businesses, having a far-reaching and immediate impact on revenues, consistency, and information access and sharing across the organization. However, in order to fully realize that value and meet modern business requirements, EDMS must be seamlessly integrated with other existing business processes or organization systems for permitting, licensing, financials, human resources, procurement, and others. This Course introduces you to systems integration in general and shows how to properly plan and manage integration operations for EDMS.
The objectives of the Electronic Document Management Integration with Other Systems Training are the following:
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- Understand systems integration and the core capabilities in the development lifecycle and as a general aspect of systems engineering
- Deploy and operate EDMS integration with other business systems and streamline the processes
- Create an integration strategy for EDMS and align it with an integration architecture that allows you to keep track of your key risks and success factors.
Benefits for those who take up the Electronic Document Management System (EDMS) Integration Training will be as below:
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- Perform systems integration tasks as part of the development lifecycle and as a general aspect of systems engineering
- Framework and best practices for integrating EDMS into other business processes and organization systems
- Practical step-by-step approach to successfully integrate your new EDM into your business platform, ERP or CRM, with data integrity, quality, and security ensured
- Seamless integration to automate your business processes.
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- Familiarity with EDMS as a software, ERP, and CRM
- Systems engineering basics
- Willingness to integrate your EDMS into your systems.
This Training is designed for all professionals tasked with managing electronic document management system and business or organizational processes:
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- Document/Records/Information Managers
- Business Analysts
- IT Managers
- Everyone who wants to gain a deeper grasp of how systems integration fits into the development lifecycle and who wants to know how integration tasks can be organized or managed in practice.
The modules covered during the Electronic Document Management System (EDMS) Integration Training are listed below.
E = English | F = French | C = Classroom
Modules | Course Outline | Format | Training Materials | Duration | Prices* | Join Now |
M1 | Systems Integration and EDMS | C | 1 day | Get Prices |
Enroll Share |
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M2 | Methodological and Technical Considerations for EDMS Integration | C | 1 day | Get Prices |
Enroll Share |
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M3 | Standalone EDMS vs. Integrating EDM with an ERP |
C |
1 day | Get Prices |
Enroll Share |
|
M4 | Case Studies and Workshops | C | 1 day | Get Prices |
Enroll Share |
* Fees per participant (VAT, training materials, and unlimited access to the Instructor included).
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Conversion and migration are two distinct methods for preserving digital records (digital objects and metadata) and refreshing storage media. Conversion refers to the process of converting records from one format to another while retaining the record’s characteristics. Migration is the process of moving records from one hardware or software to another without changing the format. These methods guarantee that records are constantly available, and processable, and prevent any degradation or loss in the validity, dependability, integrity, and usability of the records as authoritative, serving as evidence of business functions, processes, activities, and transactions. This course will help you prepare for migrating digital records between your systems with a focus on maintaining the continuity and consistency of your information. It discusses records conversion and migration requirements and procedures based on ISO 13008 (planning issues, requirements, and procedures for digital record conversion and migration), ISO 15489 (records management), and ISO 23081 (implementing and managing metadata for records).
The objectives of the Conversion and Migration of Digital Records Training are the following:
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- Recognize the significance of data migration for records management
- Examine the risks to records management and to the continuity and consistency of your information and records
- Define the records migration requirements
- Determine what needs to be moved
- Carry out the migration and post-migration
- Check digital records for accuracy
- Dispose of source documents
- Record the digital records migration.
The following are the advantages of taking the Conversion and Migration of Digital Records Training:
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- Planning, requirements, and procedures for the conversion and migration of digital records between systems
- Conversion and migration checklist
- Metadata management
- Identify active and inactive records and how long they must be kept, and which are due for destruction
- Perform migration and post-migration
- Document the migration
- Digital storage.
This Training is designed for all professionals tasked with managing or operating document/records management, and organizational business processes:
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- Document/Records/Information Managers
- Business Analysts
- IT Managers
- Consultants
- Project Managers.
The modules covered during the Digital Records Conversion and Migration Training are listed below.
E = English | F = French | C = Classroom
Modules | Course Outline | Language | Format | Training Materials | Duration | Prices* | Join Now |
M1 | Continuity and Consistency of Information and Records |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M2 | Conversion and Migration Considerations and Requirements |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M3 | Conversion and Migration Technology Planning |
E F |
C |
1 day | Get Prices |
Enroll Share |
|
M4 | Planning, and Monitoring Conversion and Migration Project |
E F |
C | 1 day | Get Prices |
Enroll Share |
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M5 | Case Study: Migrating and Transferring Digital Records Between Systems |
E F
|
C | 1 day | Get Prices |
Enroll Share |
* Fees per participant (VAT, training materials, and unlimited access to the Instructor included).
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- Information Manager
- Computer scientist
Email is a useful tool for productivity and communication. Managing emails is a crucial component of any administrative function that spares people from having to constantly read, respond to, and take action on every email that comes into their inboxes. This course teaches you how to master and control your inbox and emails by providing best practices and tools for email management.
The objectives of the Email Management Training:
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- Mastering the flow of information generated by emails.
The following are the advantages of taking the Email Management Training:
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- Organize your inbox
- Processing emails
- Automate your inbox
- Making decisions out of the flow of information generated by emails
- Organizing, archiving and filing emails
- Working in sync with your Executive and other colleagues
- Getting the most out of email software.
This training is intended for all administrative personnel:
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- Executive Assistants
- Personal Assistants
- Administrative Assistants.
The modules covered during the Emails Management Training are listed below.
E = English | F = French | C = Classroom
Modules | Course Outline | Language | Format | Training Materials | Duration | Prices* | Join Now |
M1 | Email Management Techniques |
E F |
C | 1 day | Get Prices |
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M2 | Managing Incoming Emails: Processing Techniques |
E F |
C | 1 day | Get Prices |
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M3 | Managing Incoming Emails: Using Email Functions |
E F |
C |
1 day | Get Prices |
Enroll Share |
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M4 | Identifying Action-Related Emails |
E F |
C | 1 day | Get Prices |
Enroll Share |
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M5 | Organizing and Filing Emails |
E F |
C | 1 day | Get Prices |
Enroll Share |
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M6 | Creating Effective Email Communications |
E F |
C | 1 day | Get Prices |
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M7 | Case Study: Managing Emails for Your Executive Using Outlook and Gmail |
E F |
C | 1 day | Get Prices |
Enroll Share |
* Fees per participant (VAT, training materials, and unlimited access to the Instructor included).
Electronic Document Management System (EDMS) is frequently used in conjunction with digital asset management, document imaging, workflow systems, and records management. This Course demonstrates how to deal with documents in an electronic manner in order to eliminate the need for paper hard copies. It covers the fundamental knowledge and abilities required for properly implementing EDMS at your company or organization and leveraging its advantages across all of your divisions. The strategies and technologies used to capture, categorize, manage, store, preserve, and deliver documents and records in support of business processes are covered. The Course also deals with the ISO 15489 and ISO 14641 core components, allowing organizations to become compliant with EDM best practices. Finally, it addresses the issues of selecting the right infrastructure and technology, and EDM key concept application.
The objectives of the Electronic Document Management System (EDMS) Implementation Training are the following:
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- To raise awareness about the nature of the project of deploying an EDMS for your organization and increase the likelihood of its successful implementation
- Comprehend the electronic document lifecycles
- Put an efficient EDMS into action for your company
- Develop EDMS policies, procedures, and standards, including information security.
The following are the advantages of taking the Electronic Document Management System (EDMS) Training:
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- A thorough understanding of EDMS and action plan in place to successfully implement electronic archiving in your organization
- Acquire knowledge of software and understand how to use them to optimize your DM operations
- Apply EDMS principles to ensure data integrity, quality, and security
- Choose the best software/platform on the market for your organization
- Configure an EDMS architecture
- Increase the adoption of your chosen platform
- Put project management in place
- Software implementation change management in your organization your organization
- Improving your abilities as a Document/Records/Information Manager.
Readiness to implement Electronic Document Management System (EDMS) for your organization.
This Training is designed for:
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- Document/Records/Information Managers
- Librarians
- Professionals who want to learn about the steps in selecting and implementing an Electronic Document Management System (EDMS)
- Organizations looking to acquire an EDMS or change their existing one and seeking information on how to proceed from a business, functional, and project management perspective
- System Administrators
- Project Managers.
The modules covered during the Deploying Electronic Document Management System (EDMS) Training are listed below.
E = English | F = French | C = Classroom
Modules | Course Outline | Language | Format | Training Materials | Duration | Prices* | Join Now |
M1 | EDMS Definition, Capabilities, Benefits and Risks |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M2 | Specifying Roles and Responsibilities in EDMS |
E F |
C |
1 day | Get Prices |
Enroll Share |
|
M3 | Designing DM Procedures and System |
E F |
C |
1 day | Get Prices |
Enroll Share |
|
M4 | Choosing the Infrastructure and Technology Resources |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M5 | Electronic Document Lifecycle |
E F |
C |
1 day | Get Prices |
Enroll Share |
|
M6 | Document Control and Security |
E F |
C |
1 day | Get Prices |
Enroll Share |
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M7 | Deploying EDM – From Project Definition to Deployment Plan |
E F |
C |
1 day | Get Prices |
Enroll Share |
|
M8 | Change Management and Planning |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M9 | Case Studies and Workshops |
E F |
C | 1 day | Get Prices |
Enroll Share |
* Fees per participant (VAT, training materials, and unlimited access to the Instructor included).
Disasters, with unanticipated consequences, may occur even though businesses and organizations are required to maintain their documents and records in a way that protects them from accidental damage or destruction, despite all reasonable precautions taken by businesses to protect their assets, employees, and clients. This course aims to help businesses and individuals that manage records and information create disaster plans and strategies to maintain and establish consistent, useful records as described in ISO 15489-1 and prevent disasters.
The objectives of the Disaster Prevention and Document and Records Recovery Training:
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- Recognize emergencies and disasters in document/records management
- Keeping your documents and records safe
- Stabilizing the environment to stop damage to the company’s records
- Prioritize the recovery of the most critical of the damaged files
- Recover as many records as possible while keeping costs to a minimum.
The following are the benefits for those who participate in Disaster Prevention and Recovery Training:
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- Gaining in-depth practical knowledge, methods, and tools for long-term record keeping
- A guide to creating a disaster preparedness plan
- Create and execute a disaster recovery plan
- Guide for the vital records protection program
- Protective measures that can be used on a daily basis to safeguard all of your office records
- Regular assessment of these measures to ensure that you are providing an adequate level of protection for your records
- General precautionary tips for various types of disasters and media formats
- Recovery efforts to be done both before and after the emergency
- Improving your document management operations
- Maintain compliance by honing your skills in document/records management.
This training is intended for all professionals who are responsible for document/records management:
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- Document/Records/Information Managers
- Business Managers
- Compliance Officers
- Risk Managers
- Consultants
- Project Managers.
The modules that will be covered during the Disaster Prevention and Recovery in Document Management Training are listed below.
E = English | F = French | C = Classroom
Modules | Course Outline | Language | Format | Training Materials | Duration | Prices* | Join Now |
M1 | Records Keeping and Protection; Causes and Effects of Disaster |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M2 | Standards and Best Practices in Disaster Prevention for Records |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M3 | Records Disaster Management and Recovery Plan |
E F |
C |
1 day | Get Prices |
Enroll Share |
|
M4 | Case Studies |
E F |
C | 1 day | Get Prices |
Enroll Share |
* Fees per participant (VAT, training materials, and unlimited access to the Instructor included).
Although the primary focus of any business is on day-to-day operations, developing and adhering to an established document management system (DMS) or records management system (RMS) is also an essential and ever-evolving part of any productive organization. A well-maintained DMS assists businesses in remaining compliant with recordkeeping regulations, avoiding security risks, and streamlining workflows and efficiency. This Course teaches you how to align your DMS with your company’s and organization’s needs. It gives you the knowledge and skills you need to review your organization’s DM policies and improve your overall DM practices and applications.
The objectives of the Maintaining and Improving Document Management System (DMS) Training:
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- Align your DMS with your company’s and organization’s evolving needs
- Increase the effectiveness of your DMS and best practices
- Maintain standard and regulatory compliance.
The following are the advantages for those who participate in this training:
-
- Solid foundational knowledge in evaluating document management systems (DMS)
- Examine your DM policy, framework, and procedures
- Improve your standard operating procedures for DM
- Investigate new methods and tools for DM
- Increase security and accountability
- Providing auditing services
- Maintain compliance with laws and regulations
- Improving your skills as a document/records manager.
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- Knowledge of document management
- Willingness to improve document management operations in your organization.
This training is intended for all professionals who manage or operate document management systems:
-
- Document / Records / Information Managers
- Business Managers
- Consultants
- Project Managers
- System Administrators.
The modules covered during the Upgrading Document Management System (DMS) Training are listed below.
E = English | F = French | C = Classroom
Modules | Course Outline | Language | Format | Training Materials | Duration | Prices* | Join Now |
M1 | Document Management, Records Management, and Integrated Document Management |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M2 | Inquiring About DMS Weaknesses – Performing SWOT Analysis |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M3 | Improving DMS |
E F |
C |
1 day | Get Prices |
Enroll Share |
|
M4 | Change Management Requirements and Planning |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M5 | Case Study and Workshops |
E F |
C | 1 day | Get Prices |
Enroll Share |
* Fees per participant (VAT, training materials, and unlimited access to the Instructor included).
Records conservation is an essential component of any document/records management system. It ensures that valuable records are kept for future use. Any organization must therefore have a preservation/conservation program in place that includes all preservation and conservation standards in order to prevent archival materials from deteriorating due to internal and external agents and to keep records for as long as they are required. This Course teaches you the fundamentals and techniques for records preservation and conservation.
The objectives of the Records Preservation and Conservation Training:
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- Understand the importance of records preservation and conservation
- Retain the records in useable condition for as long as possible
- Conserve, safeguard, and preserve the archival documents so that users can access them in the best conditions
- Optimizing security and holdings storage.
The following are the advantages of taking the Records Preservation and Conservation Training:
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- Knowledge of records preservation and conservation and understanding of how to put them into practice for records long-term keeping
- The specific procedures and techniques for maintaining, repairing, restoring, and conserving archive records
- Create a conservation policy that includes preventive methods and measures
- Explore causes and effects of paper degradation methods for preserving paper records
- Control of security and holdings storage
- Optimize your records retention and records management operations
- Improving your abilities as an Information/Document/Records Manager or Consultant.
This training is intended for all professionals who are in charge of managing or operating document/records management:
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- Document/Records/Information Managers
- Librarians
- Business Managers
- Compliance Officers
- Risk Managers
- Consultants
- Project Managers.
The modules covered during the Records Preservation and Conservation Training are listed below.
E = English | F = French | C = Classroom
Modules | Course Outline | Language |
Format | Training Materials | Duration | Prices* | Join Now |
M1 | Value and Principles of Preservation and Conservation in Records Management |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M2 | Strategies of Records Preservation and Conservation |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M3 | Case Studies |
E F |
C |
1 day | Get Prices |
Enroll Share |
* Fees per participant (VAT, training materials, and unlimited access to the Instructor included).
The course walks you through the fundamentals of document processing, specifically unified document processing as it relates to integrated document management. It teaches key document processing concepts while also developing skills to draft and review customized document management tools such as in-house controlled vocabulary and filing/classification schemes, retention and disposition schedules, metadata model for indexing, and more.
The objectives of the Document Processing and Organization Training:
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- Recognize the significance of integrated document management
- Grasp the cornerstones and principles of unified document processing
- Create tools to manage all multiple and diverse types of documents from various sources and formats, both paper and electronic, as a single set.
The following are the advantages of pursuing Document Processing and Organization Training:
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- Gaining strong foundational knowledge of IDM to provide you with a solid foundation on which to build
- Best practices for managing your business documents and records
- Processing and organizing your business records in your storage room
- Drafting in-house classification schemes
- Indexing, controlled vocabulary, and taxonomy
- Categories of filing rules
- Setting appropriate records retention and disposition schedules
- Shelving and shelf rectification
- Improve your DM processes
- Enhancing your abilities in your capacity as a Document/Records Manager.
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- Familiarity with document/records management
- Willingness to apply integrated document management in your organization.
This Training is intended for all professionals who manage or operate document/records management systems:
-
- Document/Records/Information Managers
- Consultants
- Project Managers
- System Administrators.
The modules covered during the Document Processing and Organization Training are listed below.
E = English | F = French | C = Classroom
Modules | Course Outline | Language | Format | Training Materials | Duration | Prices* | Join Now |
M1 | Introduction to Document Processing |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M2 | Unified Document Processing |
E F
|
C | 1 day | Get Prices |
Enroll Share |
|
M3 | Tools for Unified Document Processing |
E F |
C |
1 day | Get Prices |
Enroll Share |
|
M4 | Case Studies and Workshops on Drafting In-house Document Processing Tools |
E F |
C | 1 day | Get Prices |
Enroll Share |
* Fees per participant (VAT, training materials, and unlimited access to the Instructor included).
This Course walks you through the process of arranging infrastructure and storage facilities in accordance with ISO 11799, which specifies the characteristics of repositories used for long-term storage of archive materials – mixed media and paper-based. It includes the siting, construction, and renovation of the building, as well as the installation and equipment inside and around the building, or storage rooms, in order to create appropriate normative, regulatory, and safety conditions for long-term record keeping and conservation.
The objectives of the Infrastructure and Storage Facilities Training:
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- Creating and deploying a storage solution that meets your requirements
- Manage your environment’s equipment and storage
- Administer storage infrastructure
- Manage storage resources and secure the stored information
- Manage risks while deploying storage solutions.
Benefits for those who take up the Infrastructure and Storage Facilities Training will be as below:
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- Managing equipment and storage for documents and records
- Administering storage infrastructure
- Managing storage resources and securing the stored documents
- Managing risks while deploying storage solutions.
This Training is intended for:
-
- Document/Records/Information Managers
- Business Managers
- Solution architects
- Consultants
- Project Managers.
The modules covered during the Infrastructure and Storage Facilities Training are listed below.
E = English | F = French | C = Classroom
Modules | Course Outline | Language | Format | Training Materials | Duration | Prices* | Join Now |
M1 | Introduction to Records Infrastructure and Storage Facilities |
E F |
C | 2 days | Get Prices |
Enrol Share |
|
M2 | Layout and Equipment of Records Accommodation According to Regulations and Standards |
E F |
C | 2 days | Get Prices |
Enrol Share |
|
M3 | Workshops and Case Studies |
E F |
C |
2 days | Get Prices |
Enrol Share |
* Fees per participant (VAT, training materials, and unlimited access to the Instructor included).
Businesses and organizations produce and receive documents to run their daily activities. As documentary output increases, businesses are deploying document management systems (DMS) to address the issues of document management, retrieval, and preservation. In this way, an integrated document management system (IDMS) helps with document management across all media and throughout their lifecycle. This Course will guide you step-by-step through the implementation of a DMS, specifically an IDMS. It can be difficult to execute an effective DMS as a business functional requirement because of the complexity of these systems. This task necessitates the development of the DMS policy, proper solution customization, consistent staff utilization, change management within businesses, as well as the use of guidelines or a normative framework to govern and oversee the project.
The objectives of the Putting in Place Integrated Document Management (IDM) Training:
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- To raise awareness about the nature of the project of deploying an IDMS for your organization and increase the likelihood of its successful implementation
- Comprehend the DM and RM lifecycles
- To put an efficient IDMS into action for your company
- Develop IDM policies, procedures, and standards, including information security.
The following are the advantages for individuals who enroll in the Deploying Integrated Document Management (IDM) Training:
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- Practical knowledge of IDMS
- Comprehend the DM and RM lifecycles
- Designing, implementing, and running IDMS
- Develop IDMS policies, procedures, and standards, including information security from best practice implementations and case studies
- Put an IDMS based on ISO 15489 associated with ISO 30300 and 30301 (concepts and principles of record management systems), ISO 14641 (electronic archiving), and ISO/IEC 27001 (information security) into action in your organization
- Apply IDMS principles to centralize and unify methods for both paper and electronic document management
- Configured the IDMS for the specific needs of your organization
- Overview of the market’s leading solutions and vendors
- Choose the best technology platform on the market for your organization
- Utilize metadata, a business classification scheme, and retention schedules
- Configure search and retrieval, access controls, and security
- Create storage models, a storage audit trail, and storage technologies
- Increase the adoption of your chosen platform
- Put the project management system in place
- Software implementation change management
- Change management to help you prepare your organization
- Improving your abilities as an Information/Document/Records Manager or Consultant.
-
- Knowledge of document/record management
- Willingness to put an integrated document management system in place in your organization.
This training is intended for all professionals in charge of managing document management systems:
-
- Document/Records/Information Managers
- Project Managers for IT implementation
- System Administrators
- Consultants.
The modules covered during the Deploying Integrated Document Management System (IDM) Training are listed below.
E = English | F = French | C = Classroom
Modules | Course Outline | Language | Format | Training Materials | Duration | Prices* | Join Now |
M1 | Introduction to IDM |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M2 | Developing IDM Framework and Procedures |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M3 | Choosing the Technology Solution |
E F |
C |
1 day | Get Prices |
Enroll Share |
|
M4 | Specifying Roles and Responsibilities |
E F |
C |
1 day | Get Prices |
Enroll Share |
|
M5 | Change Management requirements and Planning |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M6 | Case Studies and Workshops |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M7 | Project Management for IDM Deployment |
E F |
C | 1 day | Get Prices |
Enroll Share |
* Fees per participant (VAT, training materials, and unlimited access to the Instructor included).
Organizations, regardless of industry or type of business, must keep their records. Document/records management has evolved into a business imperative that extends across all business units, including core activities, legal jurisdictions, and various laws that affect everyone in organizations. This Course will walk you through the fundamentals of ISO-compliant document/records management, as well as methods for implementing and operating document and records management. It considers the complexities of today’s organizations, as well as the introduction of electronic documents, which necessitate consistent management of all records on all media and formats.
The objectives of the Document and Records Management Training are the following:
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- Understand the legal environment and your records management responsibilities
- Create and put in place a records management policy or framework, procedures, and standards, including information security
- Create a change management and communication strategy for your organization.
The following are the advantages of taking the Document and Records Management Training:
-
- Solid foundation of knowledge and skills in document and records management
- Conduct a document/records audit to lay the groundwork for creating a records management strategy
- Implementation strategy for records management that adheres to ISO 15489 associated with ISO 30300, ISO 30301 (concepts and principles of record management systems), ISO 14641 (electronic archiving), and ISO 23081 (metadata for records)
- Create a file plan and classification schemes
- Implement a retention schedule, and a systematic disposal program to destroy or transfer obsolete records
- Improving your current document or records management system
- Improving your abilities as a Document/Records/Information Manager.
This course is intended for all professionals who manage or operate document/records management systems:
-
- Document/Records/Information Managers
- IT Managers
- Project Managers
- Consultants
- Technical Staff.
The modules covered during the Document and Records Management Training are listed below.
E = English | F = French | C = Classroom
Modules | Course Outline | Language | Format | Training Materials | Duration | Prices* | Join Now |
M1 | Introduction to Document and Records Management |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M2 | Document Life Cycle and Best Practices in Records Management |
E F |
C | 1 day | Get Prices |
Enroll Share |
|
M3 | Records Management Implementation and Change Management |
E F |
C |
2 days | Get Prices |
Enroll Share |
|
M4 | Case Studies and Workshops |
E F |
C | 1 days | Get Prices |
Enroll Share |
* Fees per participant (VAT, training materials, and unlimited access to the Instructor included).
This course walks you through Microsoft Dynamics 365 (CRM) as a solution for improving your company’s marketing capabilities, increasing sales, and providing excellent customer service. It teaches the fundamentals and advanced concepts of Dynamics 365, as well as how to configure and customize reports, dashboards, templates, and other features.
By the end of this Training, you will have acquired the specific practical knowledge required to enhance your marketing capabilities. You will have the ability to:
-
- Understand the significance of CRM and how it can help to increase customer loyalty and retention
- Understand the fundamentals and core capabilities of Dynamics 365 CRM and Power Platform, as well as how to apply them
- Manage customer data and automate your business processes
- Use Dynamics 365 CRM to quickly identify business opportunities in a variety of business scenarios
- Deploy and manage Dynamics 365 CRM to improve your customer relationships and increase your profits
- Develop your Dynamics 365 CRM skills to the next level
- Learn how Dynamics 365 CRM can aid in timely engagement and improved communication throughout the sales process
Learn how to track, manage, and analyze specific parts of your sales cycle using Dynamics 365’s flexible framework
Connect Dynamics 365 CRM to other Microsoft tools.
The following are the advantages of taking the Dynamics 365 CRM Training:
-
- Gaining a strong foundational understanding of Dynamics 365 and Power Platform, providing you with a solid foundation to build on
- Acquire an understanding of Microsoft Business Apps and how to use them
- Using Dynamics 365 CRM, you can optimize your operations
- Investigate CRM for Sales
- Using Dynamics 365 CRM to develop effective sales strategies
- Improving your abilities as a Sales Manager / Consultant
- Learn how to build a basic model-driven app, how to use administrator options, and what platform components are available
- Managing data access and functionality for users
- How to turn your data into useful insights and use them to automate your business processes
-
- Familiarity with business Apps and CRM
- Basic programming abilities
- A readiness to integrate and adapt Dynamics 365 for your company.
This training is intended for all professionals who are responsible for managing or operating organizational business processes:
-
- Business Managers
- Business Analysts
- IT Managers
- Compliance Officers
- Risk Managers
- Information Managers
- End-users
- Solution architects
- Sales Managers / Consultants
- Project Managers
- Technical Staff.
The modules covered during the Dynamics 365 Customer Engagement Training are listed below.
E = English | F = French | W = Webinar
Modules | Course Outline | Language |
Format | Training Materials | Duration | Prices* | Join Now |
M1 | Introduction to Microsoft Dynamics 365 – Modules Marketing, Sales and Services |
E F |
W | 5 days | Get Prices |
Enroll Share |
|
M2 | Advanced Microsoft Dynamics 365 – Modules Marketing, Sales and Services |
E F |
W | 5 days | Get Prices |
Enroll Share |
|
M3 | Microsoft Dynamics 365 Customization and Configuration |
E F |
W |
5 days | Get Prices |
Enroll Share |
|
M4 | Introduction to Microsoft Power Platform/Power Automate |
E F |
W | 5 days | Get Prices |
Enroll Share |
* Fees per participant (VAT, training materials, and unlimited access to the Instructor included).
In this course, you will learn about SAP Enterprise Resource Planning (SAP ERP), an integrated business process automation solution, from the fundamentals up to the more advanced modules in accounting, sales, production, HR, and finance. You’ll also learn how to use SAP ERP to the best advantage for your company.
By the end of the SAP ERP Training, you will have gained the specific practical knowledge required to master your business support challenges. You will have the ability to:
-
- Understand the fundamentals and the core capabilities of SAP ERP
- Explore the various SAP modules, the technical and functional ones
- Deploy and operate SAP ERP (on-premises) for different tasks
- Demonstrate capability in SAP ERP to move to the next level.
The following are some advantages for individuals who enroll in SAP ERP training:
-
- Gaining solid foundational knowledge of SAP ERP, providing you with a solid foundation on which to build
- Navigating SAP as an end-user with confidence, using various data search methods, running and exporting SAP reports, and much more
- Understanding how various business transactions are carried out using SAP ERP
- Explaining the points of integration between SAP ERP apps
- Participate actively in the design of your SAP ERP implementations.
-
- Familiarity with SAP
- Basic programming knowledge
- Willingness to implement SAP ERP for your company or an interest in learning more about the modules it provides.
This training is intended for all professionals who manage or operate business processes:
-
- Business Analysts / Managers
- IT Managers / Consultants
- Information Managers
- End-users
- Solution Architects
- Sales Managers / Consultants
- Project Managers
- Technical Staff.
The modules covered during the SAP ERP Training are listed below.
E = English | F = French | W = Webinar
Modules | Course Outline | Language |
Format | Training Materials | Duration | Prices* | Join Now |
M1 | Automation of Business Processes |
E F |
W | 5 days | Get Prices |
Enroll Share |
|
M2 | Introduction to SAP ERP Modules |
E F |
W | 5 days | Get Prices |
Enroll Share |
|
M3 | Advanced SAP ERP Modules |
E F |
W | 5 days | Get Prices |
Enroll Share |
|
M4 | Using SAP Business Suite to Automate Business Processes |
E F |
W | 5 days | Get Prices |
Enroll Share |
* Fees per participant (VAT, training materials, and unlimited access to the Instructor included).
CRM aims to improve customer service and to use customer data for targeted marketing. This course will introduce you to SAP Customer Relationship Management (SAP CRM), its components, techniques, and tools, and demonstrate how it can help in structured customer relationships.
You will have acquired the practical knowledge required to master your professional challenges in customer relationship management by the end of the SAP CRM Training. You will have the ability to:
-
- Learn the fundamentals and core capabilities of SAP CRM
- Examine SAP CRM processes and functions across multiple interaction channels (Marketing, Sales, and other service areas)
- Calculate the SAP CRM integration aspects with other components
- Investigate the various SAP Modules
- Deploy and manage SAP CRM (on-premises) for customer relationship management.
- Demonstrate capability in SAP CRM to move to the next level.
The following are some advantages for people who enroll in SAP CRM training:
-
- Gaining solid foundational knowledge of SAP CRM, providing you with a solid foundation to build on
- Navigating SAP as an end-user with confidence, using various data search methods, running and exporting SAP reports, and much more
- Understand how various business transactions are carried out using SAP CRM
- Describe the points of integration between apps in SAP CRM
- Participate actively in the design of your SAP CRM implementations.
-
- Familiarity with SAP
- Basic programming knowledge
- Willingness to implement SAP CRM for your business, or interest in learning more about SAP modules.
This training is intended for all professionals who are responsible for managing or operating organizational business processes:
-
- Business Analysts / Managers
- IT Managers / Consultants
- Information Managers
- End-users
- Solution Architects
- Sales Managers / Consultants
- Project Managers
- Technical Staff.
The modules covered during the SAP ERP Training are listed below.
E = English | F = French | W = Webinar
Modules | Course Outline | Language |
Format | Training Materials | Duration | Prices* | Join Now |
M1 | Introduction to SAP CRM – Modules Marketing, Services, Analytics |
E F |
W | 5 days | Get Prices |
Enroll Share |
|
M2 | SAP Sales and Channel Management |
E F |
W | 5 days | Get Prices |
Enroll Share |
|
M3 | Interaction Center in CRM |
E F |
W | 5 days | Get Prices |
Enroll Share |
|
M4 | SAP CRM Customizing and Configuration |
E F |
W | 5 days | Get Prices |
Enroll Share |
|
M5 | SAP CRM Middleware and Data Exchange with SAP ERP |
E F |
W | 5 days | Get Prices |
Enroll Share |
|
M6 | Introduction to WebClient User Interface (WCUI) |
E F |
W | 5 days | Get Prices |
Enroll Share |
* Fees per participant (VAT, training materials, and unlimited access to the Instructor included).
SAP Cloud for Customer (C4C), which is distinct from SAP CRM, provides robust solutions for Sales, Service, and Social Engagement. This course will teach you how to align your business around the customer. It teaches you how to wield the power of the entire enterprise, manage leads, and install data integration solutions.
You will have acquired the practical and specific knowledge and skills required to master your professional challenges in sales and service automation by the end of the C4C Training. You will have the ability to:
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- Use the C4C features to manage your business demands in an efficient manner
- Create an organizational, structure to assist customers in implementing the solution to meet their business needs
- Migrate data into the App and troubleshoot migration issues
- Convert customer business needs into best practice business scenarios in C4C
- Configure the solution to manage business processes such as sales, marketing, customer service, and social engagement
- Outline the C4C integration scenarios available
- Customize and expand the solution to meet the needs of your specific customers
- Learn about C4C’s mobile features
- Demonstrate C4C’s reporting capabilities.
The following are the advantages for individuals who enroll in the C4C Training:
-
- Learn about the modules, fundamentals, features, functionalities, benefits, and scope of C4C
- Learn how to set up, configure, and migrate C4C data
- Describe the entire sales process. Show how contacts, leads, and activities are generated
- Establish business rules and manage user access
- Complete Outlook integration.
-
- CRM/SD domain knowledge
- Familiarity with SAP
- Basic programming knowledge
- Willingness to implement C4C for your business or interest in learning more about the modules it offers.
This Training is intended for:
-
- Business Analysts/Managers
- IT Managers/Consultants
- Business Process Architect
- System Administrator
- Technical Staff
- End-users
- Solution Architects
- Sales Managers/Consultants
- Project Managers.
The modules that will be covered during the C4C Training are listed below.
E = English | F = French | W = Webinar
Modules | Course Outline | Language | Format | Training Materials | Duration | Prices* | Join Now |
M1 | Introduction to C4C SAP Hybris Cloud for Sales |
E F |
W | 5 days | Get Prices |
Enroll Share |
|
M2 | Introduction to C4C Reporting |
E F |
W | 5 days | Get Prices |
Enroll Share |
* Fees per participant (VAT, training materials, and unlimited access to the Instructor included).