Course Catalog. On-site Training: Web Training: Self-Study Videos: Mentoring Services:

Transcription

1 A software solution only benefits your organization when your employees know how to use it. Have you just purchased an solution? Or, are you a long-time user of solutions with a need to get your newest employees up to speed? offers a variety of training options for all of our products, and for every caliber of user. Our training solutions can be offered live, at your site, or online through our flexible scheduling and pricing options. On-site Training: On-site training is performed at your site, at the in Naperville, Illinois, or our London office. This instructor-led training includes many hands-on activities and provides interactive dialog between the students and instructor. This training is ideal when you initiate a project and need to get your team up to speed on product knowledge and use. Web Training: Web training is performed remotely via a web conference call with an instructor. This training is conducted in multiple 2-hour sessions with an instructor lecturing and demonstrating the product. Participants must complete homework assignments following each session. Assignments are hands-on activities which require the participant to practice what was demonstrated in the web conferencing lecture. Self-Study Videos: Take advantage of our catalog of training videos to get started with Data3Sixty Govern and Data3Sixty Analyze. Watch the tutorial videos and read the documentation for these self-study video lessons. Data3Sixty Analyze Learn about key data skills such as: acquiring, preparing, filtering, joining and analyzing data. Data3Sixty Govern Learn basic skills in Data3Sixty Govern. Topics include: navigation, creating artifacts, setting up custom fields, setting up simple & enhanced reference lists, and more. Mentoring Services: provides a comprehensive range of consulting services that can be tailored to meet your specific requirements. Whether you are a new user or a long-time customer, our services can be focused around a specific event (i.e. an upgrade or new purchase) or structured as a professional development opportunity for your team. For more information on any of these training options, visit the Product Training page on our website or contact us at ProductTraining@infogix.com.

2 ACR/Detail BASIC TRAINING ACR/Detail Basic Training This course provides participants with a foundation of knowledge and skills that are required to develop ACR/Detail controls. It also enables participants to manage and enhance existing deployed controls. Anyone interested in learning the fundamental concepts associated with ACR/ Detail controls and personnel who will ultimately be involved in the ACR/Detail implementation. Familiarity with your organization s inputs, business processes, and work flow Experience working in an MVS environment and familiarity with MVS dataset names, JCL, and TSO/ISPF Follow the correct steps to code and test basic ACR/Detail controls Analyze a sample business process for ACR/Detail applicability Set up basic job information and input sources Create and test file definitions Set up rules, return codes and messages Run reconciliation for ACR/Detail Controls Set up history items and Setup data against the history database Set up the Recap and User Reports On-site: Note that for on-site training, ACR/Detail Basic and Intermediate courses are combined and taught as one course in 2.5 days. Web: 4 two-hour sessions For web conferencing instruction, the participant should block off approximately 4 hours Platforms This course is available for Windows or MVS environments.

3 ACR/Detail INTERMEDIATE TRAINING ACR/Detail Intermediate Training This course builds upon the foundational knowledge and skills acquired in the ACR/ Detail Basic course. Anyone interested in learning to build upon the fundamental concepts associated with ACR/Detail controls and personnel who will ultimately be involved in the ACR/ Detail implementation. Completion of the ACR/Detail Basic Training course Familiarity with your organization s inputs, business processes, and work flow Experience working in an MVS environment and familiarity with MVS dataset names, JCL, and TSO/ISPF Follow the correct steps to code and test intermediate ACR/Detail controls Describe and set up different levels of accumulation Set up an ACR/Detail control using two input sources Set up an ACR/Detail control using reformats and translation tables Set up an ACR/Detail control using advanced selection criteria and extraction variables Describe and run database utilities On-site: Note that for on-site training, ACR/Detail Basic and Intermediate courses are combined and taught as one course in 2.5 days. Web: 4 two-hour sessions For web conferencing instruction, the participant should block off approximately 4 hours Platforms This course is available for Windows or MVS environments.

4 ACR/Detail ADVANCED TRAINING ACR/Detail Advanced Training This course expands product knowledge and skills to bring the learner to an advanced level. It addresses the following advanced product features through real-life examples and hands-on exercises: Extraction variables External translation tables Multi-level reconciliation Suspense processing Anyone interested in learning advanced concepts associated with ACR/Detail controls and personnel who will ultimately be involved in the ACR/Detail implementation. Completion of the ACR/Detail Basic and Intermediate Training courses Familiarity with your organization s inputs, business processes, and work flow Experience working in an MVS environment and familiarity with MVS dataset names, JCL, and TSO/ISPF Describe how extraction variables are set up and used within ACR/Detail Set up an ACR/Detail control using extraction variables Describe how external tables are set up and used within ACR/Detail Set up an ACR/Detail control using external translation tables Describe how multi-level reconciliation is set up and used within ACR/Detail Set up an ACR/Detail control using multi-level reconciliation Describe how suspense processing is set up and used within ACR/Detail Set up an ACR/Detail control using suspense processing On-site: 2.5 days Web: 4 two-hour sessions For web conferencing instruction, the participant should block off approximately 4 hours Platforms This course is available for Windows or MVS environments.

5 ACR/Summary BASIC TRAINING ACR/Summary Basic Training This course provides participants with a foundation of knowledge and skills that are required to develop ACR/Summary controls. It also enables participants to manage and enhance existing deployed controls. Anyone interested in learning to build upon the fundamental concepts associated with ACR/Summary controls and personnel who will ultimately be involved in the ACR/Summary implementation. Familiarity with your organization s inputs, business processes, and work flow Experience working in an MVS environment and familiarity with MVS dataset names, JCL, and TSO/ISPF Follow the correct steps to code and test basic ACR/Summary controls Analyze a sample business process for ACR/Summary applicability Set up basic job information and input sources Create and test file definitions Set up rules, return codes and messages Run balancing for ACR/Summary controls Set up history items and balance data against the history database Review and understand the ACR/Summary Control Report On-site: Note that for on-site training, ACR/Summary Basic and Intermediate courses are combined and taught as one course in 2.5 days. Web: 4 two-hour sessions For web conferencing instruction, the participant should block off approximately 4 hours Platforms This course is available for Windows or MVS environments.

6 ACR/Summary INTERMEDIATE TRAINING ACR/Summary Intermediate Training This course builds upon the foundational knowledge and skills acquired in the ACR/ Summary Basic course. Anyone interested in learning to build upon the fundamental concepts associated with ACR/Summary controls and personnel who will ultimately be involved in the ACR/Summary implementation. Completion of the ACR/Summary Basic Training course Familiarity with your organization s inputs, business processes, and work flow Experience working in an MVS environment and familiarity with MVS dataset names, JCL, and TSO/ISPF Follow the correct steps to code and test intermediate ACR/Summary controls Balance an ACR/Summary control using Access Mode 3 and Calculated items Set up the Recap and User Reports Describe additional Job Information options Describe how Variable Cycle Processing is set up and used within ACR/Summary Set up an ACR/Summary control using Variable Cycle Processing Describe, set up, and run the ACR/Summary database Utilities Describe implementation considerations On-site: Note that for on-site training, ACR/Summary Basic and Intermediate courses are combined and taught as one course in 2.5 days. Web: 4 two-hour sessions For web conferencing instruction, the participant should block off approximately 4 hours Platforms This course is available for Windows or MVS environments.

7 Assure BASIC TRAINING Assure Basic Training This course provides participants with a foundation of knowledge and skills that are required to develop controls. It also enables participants to manage and enhance existing deployed controls. Anyone interested in learning the fundamental concepts associated with Assure controls and personnel who will ultimately be involved in the Assure implementation. Familiarity with your organization s inputs, business processes, and work flow Basic understanding of the ways in which the application of Assure will benefit your business Curriculum Assure Overview - This overview introduces participants to Assure by providing a high level introduction to the product and its capabilities. Summary Controls Training - This module familiarizes participants with the summary balancing function of Assure. It provides students with practice exercises that will assist in the development of basic Assure Summary controls. Detail Controls Training - This module familiarizes participants with the detail controls aspect of Assure. It provides students with practice exercises that assist in the development of basic Assure Detail controls. Reconciliation Controls Training This module familiarizes participants with the concept of reconciliation within Assure. It provides students with practice exercises that assist in the development of basic Assure Reconciliation controls. On-site: 2.5 days. Web: 4 two-hour sessions For web conferencing instruction, the participant should block off approximately 4 hours

8 Assure INTERMEDIATE TRAINING Assure Intermediate Training This course builds upon the foundational knowledge and skills acquired in the Assure Basic training course. Anyone interested in learning additional concepts associated with Assure controls and personnel who will ultimately be involved in the Assure implementation. Completion of the Assure Basic Training course Familiarity with your organization s inputs, business processes, and work flow Basic understanding of the ways in which the application of Assure will benefit your business Curriculum Select 4 training modules from the list below. Calendar Functions Training Assure processing is driven by schedules and calendars. When new data comes in, a business may need to determine whether that data meets the parameters dictated by established calendars or schedules. This course introduces participants to calendar functions that assist in making that determination. File Monitoring Training Suppose that a critical step in a business process relies upon inputs coming in from a variety of sources, in a variety of formats. Suppose that processing cannot proceed unless all inputs are present and accounted for. An Assure file monitor enables a business to monitor the system in anticipation of those inputs, and initiate additional processing after they have been received. This course will introduce participants to File Monitoring concepts. Point-to-Point Validation A business application may rely upon transactions or files that must remain unchanged through multiple checkpoints in a single system or process. Participants will learn to use a point-to- point validation for such applications. Suspense Processing Training Suspense processing creates a temporary holding area (suspense file) to hold data not matched in a reconciliation execution. This suspense file is then used as input into subsequent processing cycles. This course will acquaint participants with Suspense Processing control setup. Text Functions Training Sometimes the data that flows into a business application is neither straightforward nor easy to pinpoint. This course acquaints participants with the most common text functions that enable users to extract and isolate even the most convoluted data. Translation Tables Training Translation is the process by which something is converted from one state or form, to another. In this course participants will learn how to create translation tables and utilize them for data extraction.

9 Additional Training Modules The following are additional training modules that are available. Data Quality Controls With the data quality module participants will learn how to verify the format and content of data elements entering, or about to enter an information system. (1 day) Tracking Controls Training Tracking controls monitor transactions or other unique data items passing through control points. Between each control point, participants learn how to track latency, or timeliness, or both. (4 hrs.) On-site: 2 days. Web: 4 two-hour sessions For web conferencing instruction, the participant should block off approximately 4 hours

10 Data3Sixty TM Govern FUNDAMENTALS OF DATA GOVERNANCE Data3Sixty Govern Fundamentals of Data Governance Training This course will familiarize you with Data3Sixty Govern. It provides you with a simple example and practice exercises that you can use to learn the minimum basics of the Data3Sixty Govern application. Anyone interested in learning the fundamental concepts associated with Data3Sixty Govern, and personnel who will ultimately be involved in the Data3Sixty Govern implementation. Before attending this course, you should have: Familiarity with your organization s inputs, business process, and workflow. Basic understanding of the ways in which the application of Data3Sixty Govern will benefit your business. A basic plan for implementing data governance within your organization, a general idea of the data you plan to collect, and the associated roles and responsibilities. Follow the correct steps, in the correct sequence, to establish and configure an Data3Sixty Govern application. Analyze sample reports for data governance applicability. Define Data3Sixty Govern users and user groups. Establish an information model that graphically represents their data governance structure. Collect and catalog business term definitions, report definitions, and responsible parties. Establish relationships between artifacts (e.g. reports, programs, and business terms.) Define the policies that are to be applied to various data artifacts. Assign responsible parties to Data3Sixty Govern artifacts. Create a reference list that can be associated with specific Data3Sixty Govern artifacts. Establish Data Quality rules. Establish workflows to track changes. On-site: 1 days. Web: 3 two-hour sessions The participant should block off approximately 2 hours each day, after the web conference, to complete their assignments. Instructor led with hands-on activities.

11 Data3Sixty TM Govern DATA GOVERNANCE WORKFLOWS Before attending this course, you should have: Data3Sixty Govern Data Governance Workflows Training This course will familiarize you with the workflow functionality available within Data3Sixty Govern. It provides you with simple examples and practice exercises that you can use to learn the minimum basics of creating and using workflows within the Data3Sixty Govern application. Anyone interested in learning the fundamental concepts associated with workflows, and personnel who will ultimately be involved in creating workflows in Data3Sixty Govern implementation. Successful completion of the Data3Sixty Govern Fundamentals of Data Governance course. Familiarity with your organization s inputs, business process, and workflow. Basic understanding of the functionality and setup of administrative tasks within Data3Sixty Govern. A general idea of the workflows useful to your organization. Follow the correct steps, in the correct sequence, to create workflows in Data3Sixty Govern. Explain and build the two types of triggers available to initiate a workflow. Use the Workflow Designer and activities available to build a New Business Term Added workflow. Configure the following workflow activities: notification, form, and field change. Establish conditional routing of steps within a workflow. Establish different action types to be used as triggers for a workflow. Navigate the Workflow View windows to track active workflows and complete assigned steps. On-site: 1 days. Web: 2 two-hour sessions The participant should block off approximately 2 hours each day, after the web conference, to complete their assignments. Instructor led with hands-on activities.

12 Data3Sixty TM DQ+ FUNDAMENTALS Data3Sixty DQ+ Fundamentals Training This course will familiarize you with the Data3Sixty DQ+ application. It provides you with a simple example and practice exercises that you can use to learn the minimum basics of Data3Sixty DQ+. Anyone interested in learning the fundamental concepts associated with Data3Sixty DQ+, and personnel who will ultimately be involved in its implementation. Before attending this course, you should have: Familiarity with the location, type, and scope of the data you wish to analyze. Basic understanding of the ways in which the application of Data3Sixty DQ+ will benefit your business. Follow the correct steps, in the correct sequence, to create and automate an Data3Sixty analysis. Analyze a business problem for Data3Sixty applicability. Create an Data3Sixty environment and complete administrative tasks. Create and configure a data repository (date store). Configure and combine the data within the data repository. Create a data analysis. Create a Data View with multiple dimensions. Build a visual representation (dashboard) of your data. Automate your analysis using the Process Modeler. On-site: 1 days. Web: 2 two-hour sessions The participant should block off approximately 2 hours each day, after the web conference, to complete their assignments. Instructor led with hands-on activities.

13 Data3Sixty TM DQ+ CASE MANAGEMENT Data3Sixty DQ+ Case Management Training This course will familiarize you with the Case Management function of Data3Sixty DQ+. It provides you with a simple example and practice exercises that you can use to learn the fundamental concepts associated with Case Management. Anyone interested in learning the concepts behind Case Management, and personnel who will ultimately be involved in its implementation. Before attending this course, you should have: Basic understanding of the ways in which the application of Data3Sixty will benefit your business. Familiarity with the location, type, and scope of the data that drives your business. Knowledge of the most common types of data exceptions (errors) produced by your system, and what ways in which they are resolved. Previous attendance in, and successful completion of, the Data3Sixty Foundation training course. Follow the correct steps, in the correct sequence, to set up and implement Case Management. Create an Data3Sixty environment and complete administrative tasks. Create and configure a data repository (data store) from which to draw data. Create and configure a repository of exception data (case store) which end-users will utilize to research and resolve exceptions. Create the user-interfaces that will be presented to the end users. Develop and execute an analysis that will isolate data exceptions. Define the series of states and queues that each exception case will pass through. Create a dashboard that will display exception data. Access the Case Store and practice the tasks required to work on cases. On-site: 1 days. Web: 2 two-hour sessions The participant should block off approximately 2 hours each day, after the web conference, to complete their assignments. Instructor led with hands-on activities.

14 Data3Sixty TM Analyze BOOTCAMP Data3Sixty Analyze Bootcamp Training This course will familiarize you with Data3Sixty Analyze. The Boot Camp has been designed to provide the information, context, and experience that will enable you to use Data3Sixty Analyze effectively and efficiently through examples and practice exercises. Anyone interested in learning the fundamental concepts associated Data3Sixty Analyze, and personnel who will be involved in the implementation. Before attending this course, you should have: A basic understanding of the data analysis process Build an end-to-end data flow using the most common nodes in Data3Sixty Analyze Write basic Python script to configure nodes and enable them to complete specific tasks Troubleshoot common errors in Data3Sixty Analyze Apply the Analytics Methodology when building a data flow Utilize best practices when building a data flow Utilize properties and library nodes effectively in data flows Schedule data flows On-site: 2 days. Web: 3 two-hour sessions The participant should block off approximately 2 hours each day, after the web conference, to complete their assignments. Instructor led with hands-on activities.

15 Data3Sixty TM Analyze SYSTEM ADMIN Data3Sixty Analyze System Administration Training This course will familiarize you with Data3Sixty Analyze Administration concepts. The course is an immersive training package that provides users with administration skills enabling them to effectively administer the Data3Sixty Analyze platform on Windows or Linux. Anyone interested in learning how to install and manage the Data3Sixty Analyze Server. Before attending this course, you should have: Be an administrator or have administrator level knowledge of your Operating System (OS); Windows or Linux Understand the Data3Sixty Analyze Architecture Successfully install Data3Sixty Analyze Server Understand how to start and stop the Data3Sixty Analyze Server Add new users, change users passwords and apply new licenses Manage privacy and security settings Manage temporary files by configuring automatic run purging, deleting temporary run data and changing the folder location Understand how to edit backup settings Access and be able to read and understand the audit and server logs On-site: 1 days. Web: 2 two-hour sessions The participant should block off approximately 1 hours each day, after the web conference, to complete their assignments. Instructor led with hands-on activities.

16 ER BASIC TRAINING ER Enterprise Reconciliation Basic Training The Enterprise Reconciliation solution centralizes and standardizes the exception and reconciliation management processes through the integration of ER and Assure. This course familiarizes participants with the ER application. It provides participants with a simple example and practice exercises that allow them to set up and run a basic ER reconciliation. Anyone interested in learning the fundamental concepts associated with ER, and personnel who will ultimately be involved in the ER implementation. Basic understanding of the ways in which the application of ER will benefit your business Mastery level knowledge of your organization s inputs, business process, and workflow Strong knowledge of database structure and setup Training and experience with Assure Follow the correct steps, in the correct sequence, to setup and test an ER application Define and describe reconciliation Complete setup tasks required for ER Define a reconciliation within the ER application Set up the reconciliation rules required in ER Set up an Assure reconciliation in order to provide data to ER Prepare ER to receive data Run the Assure reconciliation control Review the results in ER On-site: 2 days. Web: 3 two-hour sessions For web conferencing instruction, the participant should block off approximately 4 hours

17 Insight ADMINISTRATION BASIC TRAINING Insight Administration Basic Training The Insight Administration training curriculum introduces participants to foundational knowledge and skills required to administer Insight and build a control view. Anyone interested in learning and practicing the fundamental tasks associated with Insight Administration and personnel who will ultimately be involved in the Insight implementation. Familiarity with your organization s inputs, business processes, and work flow Solid, working knowledge of the automated controls in production at your organization, and what their results represent Basic understanding of the ways in which the application of Insight will benefit your business. Prior completion of either Assure Basic training or any ACR Basic training courses. Identify roles and assign permissions Build control views Set up contacts and compliance programs Import and export items Define information sources and load control definitions Roll off control executions Specify system options View the audit trail Enhance loaded controls Generate a Compliance Program Reference Report Create control groups Curriculum Insight Administration Participants are introduced to Insight by providing detailed instructions for completing the basic administrative setup, and allowing the user to build a sample control view. Case Management This lesson familiarizes participants with the case management function of Insight. It provides students with practice exercises that cover the fundamental concepts associated with case management. On-site: 1 day Web: 2 two-hour sessions For web conferencing instruction, the participant should block off approximately 4 hours

18 Perceive BASIC TRAINING Perceive Basic Training. Perceive facilitates the transfer of Assure and ER data to an Perceive database or to an external repository. Through scenario-based exercises, participants become proficient in the Perceive Data Management interface. Anyone interested in learning the fundamental concepts of Perceive, and personnel who will ultimately be involved in the Perceive implementation. Before attending this course, participants should have the following: Mastery level knowledge of your organization s data, business processes, and workflow Familiarity with Assure concepts including control entities and control points Familiarity with ER concepts including reconciliation (optional) Define and describe Perceive and how it relates to the other solutions Understand the purpose of roles in the Data Management interface Set up and use sources Set up data entities Create and map reference data (optional) Set up data views Set up an extract event Identify and view reports in the Reports interface Create a simple ad hoc report in the Reports interface Schedule and distribute reports using a report event On-site: 1 days. Web: 2 two-hour sessions For web conferencing instruction, the participant should block off approximately 4 hours

19 Perceive STUDIO INTERMEDIATE TRAINING Perceive Studio Intermediate Training Perceive facilitates the transfer of Assure and ER data to an Perceive database or to an external repository. This course offers participants advanced training in Perceive Studio, which will assist in the creation of complex reports. Through a combination of lecture and hands-on exercises, participants will practice the skills required to create complex reports. Anyone interested in learning advanced concepts of Perceive Studio and personnel who will ultimately be involved in the Perceive implementation. Insight implementation. Mastery level knowledge of your organization s data, business processes, and workflow Familiarity with Assure concepts including control entities and control points Familiarity with ER concepts including reconciliation (optional) Completion of the Perceive Data Management Basic Training Define and describe Perceive Studio and its Create a pie chart and region-based map as an relationship to other solutions alternative way to express the data Navigate the Perceive Studio panels and views Run the reports Create a Data View in Perceive Schedule a report event Create two Domain-Based reports in Perceive Studio Build a Dashboard that will combine all reports into a Add static and dynamic elements to the report single view Add Parameters and Input Controls to enhance and improve the reports Curriculum Advanced Report Design You will learn how to create various advanced reports, including Domain-based reports and Interactive Reports. Other advanced reporting features are covered, such as adding images, maps, and graphs to reports. Perceive Dashboards Dashboards provide an at-a-glance overview of key performance indicators relevant to a particular object or business process. In this training, you will learn how to create Perceive Dashboards to display several related reports in a single, integrated view. On-site: 2 day This course is available for on-site instruction only.