SpringCM-U Course List
SpringCM University Course List
Fundamentals
Basic Account Configuration
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This class will familiarize participants with configuration techniques for all major SpringCM functionality except Advanced Workflow and best practices used by SpringCM Professional Services to configure customer accounts. Account administrators will be able to more effectively administer existing account configurations as well as configure SpringCM to address basic, additional processes.
Audience: Sales Managers, Sales Engineers, Business Analysts, Implementation Engineers
Where: Webinar - 1.5 Hours
When: TBA
Prerequisites: SpringCM Product and Platform Overview
Cost: Free
Using Document Rules to Automate Business Processes
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Learn how to automate "if/then" processes and actions that are triggered when specific events occur. Examples of automated actions are initiating workflows, sending email notifications, moving documents, and assigning attribute groups or values. Using Document Rules, HR personell can automoate resume management and Accounts Payable teams can automate approval processing.
Audience: Engineers, Business Analysts, Implementation Engineers
Where: Webinar - 1.5 Hours
When: TBA
Prerequisites: Basic Account Configuration
Cost: Free
Using Attributes (Metadata) to Classify and Organize Your Documents
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The use of metadata (data about data) can be used to "tag" documents, enabling you to:
- Improve data integrity and eliminate variability
- Enhance productivity and document process efficiency
- Provide detailed business analytics/reporting
- Search content with great specificity
Audience: Engineers, Business Analysts, Implementation Engineers
Where: Webinar - 1.5 Hours
When: TBA
Prerequisites: Basic Account Configuration
Cost: Free to Partners
Routing and Approval Workflows
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Learn how automated processes can be used to easily manage collaborative review and approval of documents with colleagues and customers. Routing & approval workflows save managers significant time and effort by centralizing the review process, automating the routing of the documents based on the order of review required, ensuring all document actions – including approvals – are completed in a designated timeframe.
Audience: Engineers, Business Analysts, Implementation Engineers
Where: Webinar - 1.5 Hours
When: TBA
Prerequisites: Basic Account Configuration
Cost: Free
SpringCM Product and Platform Overview
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This functionality overview course is a core building block to selling SpringCM. It is designed to provide participants with working knowledge of SpringCM’s services and how to utilize them to solve business problems. Key topics include: Capture, Document Collaboration, Document Taxonomy, Security, Business Process Automation (BPM), Reporting, and more.
Audience: Sales Managers, Sales Engineers, Business Analysts, Implementation Engineers
Where: Webinar - 1.5 Hours
When: TBA
Prerequisites: SpringCM Referral Agents, Resellers and Solution Partners Only
Cost: Free
Springboard - The SpringCM Implementation Methodology
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This class will familiarize participants with SpringBoard, SpringCM's implementation methodology. Participants will be able to conduct thorough discovery sessions with prospects and customers. An overview of the tools and processes SpringCM Professional Services uses when implementing direct customers.
Audience: Engineers, Business Analysts, Implementation Engineers
Where: Webinar - 1.5 Hours
When: October 28, 2009 - Register
Prerequisites: Basic Account Configuration
Cost: Free to Partners
Partners
Partnering with SpringCM
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This class provides information about the SpringCM Partner Programs and the tools and support available to be a successful SpringCM Partner. Topics include: SpringCM Overview, Partner Program, Selling SpringCM, Pricing Overview, Training Program, Partner Community, Sales Resources.
Audience: Sales Representatives/Managers and Sale Engineers, Partner/Alliance Relationship Manager
Where: Webinar - 1 Hour
When: TBA
Prerequisites: SpringCM Referral Agents, Resellers and Solution Partners Only
Cost: Free to Partners
Ten Tips to Secure User Adoption
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Learn the 10 ways to get your SpringCM implementation to generate measureable benefits, almost overnight. Based on best practices for user adoption honed from 100’s of successful rollouts, find out how to easily improve user adoption through:
- Establish your rollout strategy
- Effectively communicate up, down, and accross the organization
- Position SpringCM as a productivity tool
- Leverage SpringCM Support for best practices and "how to" coaching
Audience: Engineers, Business Analysts, Implementation Engineers
Where: Webinar - 1.5 Hours
When: TBA
Prerequisites: Basic Account Configuration
Cost: Free to Partners
Selling SpringCM and SFDC - Contract and Proposal Management Solution
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SpringCM's Contract Management Solution is a simple and affordable on-demand service. Participants will learn about the value of the SpringCM Contracts Management offering including the benefits of never having hardware to maintain, software to install or upgrade, or fees to pay. This course will review the streamlined integration with SFDC and other robust options for contract creation through routing, approval, and electronic signature used in SpringCM's Contract Management Solution.
Audience: Sales Managers, Sales Engineers
Where: Webinar - 1 Hour
When: TBA
Prerequisites: SpringCM Product and Platform Overview
Cost: Free
Demo Delivery and Trial Account Configuration
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This hands-on workshop teaches participants how to walk through scripted demos containing SpringCM platform functionality. It also touches on delivering solutions like Account Payable and Contracts Management. A complete understanding of account setup and basic configuration for these environments is reviewed. The goal is to enable partners to deliver top quality sales demos and configure trial accounts for their customers/prospects
Audience: Sales Managers, Sales Engineers, Business Analysts
Where: Chicago, IL (2 days)
When: November 2-3, 2009 - Register
Prerequisites: SpringCM Product and Platform Overview
Cost: Free to Partners
Selling the SpringCM AP Solution
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SpringCM's AP Invoice Processing Solution tackles AP challenges with a simple, affordable, on-demand service. Participants will learn about the value of the SpringCM AP offering including the benefits of never any hardware to maintain, software to install or upgrade fees to pay. This course will review the AP processing functionality that streamlines the entire process - from invoice capture through P.O. matching, approval routing, voucher update, GL Coding, exception handling and remittance.
Audience: Sales Managers, Sales Engineers
Where: Webinar - 1 hour
When: TBA
Prerequisites: SpringCM Product and Platform Overview
Cost: Free
Selling SpringCM ECM
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This course covers techniques used to successfully sell the SpringCM platform and tools and concepts that enable Partners to tell the platform story to Enterprise decision makers. Topics include:
- Case Studies
- Sample Proposal
- Identifying Decision Makers
- SaaS is different from Enterprise
- "Land and Expand"
Audience: Sales Representative/Managers, Sales Engineers
Where: Webinar - 1 hour
When: October 27, 2009 - Register
Prerequisites: SpringCM Product and Platform Overview
Cost: Free to Partners
Advanced Configuration
Migrating Your Paper-based Forms to SpringCM E-Forms
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Do you collect data in paper-based forms? Learn how to replace substitute online forms for paper-based to streamline work processes, improve data quality and reduce cost. SpringCM eForms can facilitate processes such as changes of address, new customer applications, insurances claims, training enrollment, resume submission, time off requests, healthcare and benefit enrollment, compliance and more. Share eForms internally or expose them to remote employees, customers and vendors.
Audience: Engineers, Business Analysts, Implementation Engineers
Where: Webinar - 1.5 Hours
When: TBA
Prerequisites: Basic Account Configuration
Cost: Free
SpringCM AppCamp
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App Camp is designed to enable partners to leverage the SpringCM platform to build solutions. SpringCM engineers, business analysts, product managers and trainers will be on hand to assist partners to go from solution concept to design and configuration. At the conclusion of the workshop, partners will have a fully functional solution, inclusive of advanced workflow as well as an understanding of how to integrate SpringCM with other applications via Web services.)
Audience: Business Analysts, Sales Engineers, Solution Architects, Implementation Engineers
Where: Chicago, IL (5 days)
When: December 7-11, 2009 - Register
Prerequisites: Prior to attending App Camp, SpringCM will work closely with you to define your specific solution and map your requirements and business processes to SpringCM functionality. The objective is for partners to enter App Camp with a clearly articulated solution that will be configured during the workshops.
Cost: $2500 ($2250 for Partners - Details in the Solution Partner Agreement, contact Paul Toth, at ptoth@springcm.com, for more information)
Creating Custom Reports and Dashboards to Drive User Adoption and Executive Buy-In
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Build custom reports in SpringCM to monitor business activity - provide status and metrics, control processes, and identify inefficiencies. Custom reports can be quickly built and deployed, providing your organization one-click results and up-to-the-minute data. Reports can be built on attributes, as well as system data (durations, usage trends, upload/update/user id information).
Audience: Engineers, Business Analysts, Implementation Engineers
Where: Webinar - 1.5 Hours
When: TBA
Prerequisites: Basic Account Configuration
Cost: Free to Partners
Best Practices in Managing Document and Account Security
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Security is an essential component of your day-to-day document-centric processes. This webinar focuses on Security options and management of content in your SpringCM account. Learn how to leverage Security Groups and Personas to easily manage access to your documents.
Audience: Engineers, Business Analysts, Implementation Engineers
Where: Webinar - 1.5 Hours
When: TBA
Prerequisites: Basic Account Configuration
Cost: Free to Partners
Advanced Workflow
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This course teaches participants how to use the SpringCM Advanced Workflow Process Desiger to configure complex workflows. Taught in a workshop format, the course focuses on best practices, standard conventions, and the creation of advanced workflow processes based on real business cases.
Audience: Engineers, Business Analysts, Implementation Engineers
Where: Chicago, IL
When: November 4-6, 2009 - Register
Prerequisites: Best Practices in SpringCM Implementation and Account Configuration, SpringCM Product Overview, basic understanding of programming concepts
Cost: $1750 ($1500 for Partners)
Solutions
SpringCM Cloud Connectors for Sharepoint
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Overview of the SpringCM Cloud Connectors for SharePoint. In this session you will learn how SpringCM connects to Microsoft SharePoint, including positioning, how to sell, integration options and pricing.
Audience: Sales Managers, Sales Engineers
Where: Webinar - 1 hour
When: TBA
Prerequisites: SpringCM Product and Platform Overview
Cost: Free
More Information
For more information about any of these events, contact partners@springcm.com or call