Designed for Cloud Coach Partners and others who are implementing Cloud Coach, in this session we will cover how Cloud Coach runs its implementations of Cloud Coach and identify best practices that you can follow in your own implementations of Cloud Coach.
Day One - Training
13:00
Implementing Cloud Coach (Part 2)
13:00 - 17:00
Designed for Cloud Coach Partners and others who are implementing Cloud Coach, in this session we will cover how Cloud Coach runs its implementations of Cloud Coach and identify best practices that you can follow in your own implementations of Cloud Coach.
Day One - Training
Breakout 2
09:30
PPM Process - Deep Dive Training (Part 1)
09:30 - 12:30
Learn an in depth view of how the ‘PPM Process’ in Cloud Coach fits together, how you can configure Cloud Coach to your specific needs and what are the key items for consideration when designing solutions to your business requirements.
Day One - Training
13:00
PPM Process - Deep Dive Training (Part 2)
13:00 - 17:00
Learn an in depth view of how the ‘PPM Process’ in Cloud Coach fits together, how you can configure Cloud Coach to your specific needs and what are the key items for consideration when designing solutions to your business requirements.
Day One - Training
14:00
Timelines Tips & Tricks
14:00 - 15:00
Managing the timelines and schedules of your projects is critical to keeping your stakeholders happy. In this session learn tips and tricks to keep your timelines on track including managing adjustments based on change controls and best practices for reporting.
Day Two - Use Cases
15:00
PPM Reporting & Analytics
15:00 - 16:00
Collecting data is one thing, presenting it in a visual manager that your executives can use to make key decisions is another. This session will show you how to create reports, dashboards and einstein analytics that dazzle.
Day Two - Use Cases
Breakout 3
10:00
Using a ‘Meeting Strategy’ to save your team time
10:00 - 11:00
Building a best practice meeting strategy for your business can pay big dividends in time and cost saving. In this session learn to leverage meeting templates, automation and follow up reporting.
Day Two - Use Cases
11:00
Resource Planning
11:00 - 12:00
Learn strategies for resource planning across your organization, including skills management, hard vs soft bookings and how to leverage automation to better plan to meet upcoming needs.
Day Two - Use Cases
13:00
Assigning Resources
13:00 - 14:00
Discover the many ways in Cloud Coach that you can assign resources to work you need completing, ranging from self assignment to skills based and time base assignments.
Day Two - Use Cases
14:00
Managing Project Controls
14:00 - 15:00
Learn about project controls and the best practices for managing them in all shapes and sizes related to your project, including issue tracking, risk mitigation and handling change management.
Day Two - Use Cases
15:00
Project Quality Planning
15:00 - 16:00
Keeping your project quality on track, leads to better final deliverables for your business. In this session learn best practices for project quality planning and management.
Day Two - Use Cases
Breakout 4
09:30
Bring Your Own Questions
09:30 - 12:30
Grab time with one of the Cloud Coach team to run through questions that you have specific to your implementation of Cloud Coach. This session is designed as an open Q&A for sharing common problems and finding collective solutions.
Day One - Training
13:00
Bring Your Own Questions
13:00 - 17:00
Grab time with one of the Cloud Coach team to run through questions that you have specific to your implementation of Cloud Coach. This session is designed as an open Q&A for sharing common problems and finding collective solutions.
Day One - Training
Main Room
09:30
Project Management Process - Deep Dive Training (Part 1)
09:30 - 12:30
Learn an in depth view of how the ‘Project Process’ in Cloud Coach fits together, how you can configure Cloud Coach to your specific needs and what are the key items for consideration when designing solutions to your business requirements.
Day One - Training
10:00
Profitable PSA
10:00 - 11:00
Discover an overview of how to manage your PSA business inside of Cloud Coach, using effective resource management & utilization techniques, rating, billing and revenue recognition.
Day Two - Use Cases
11:00
Costs, Rates, Retainers
11:00 - 12:00
Learn the different ways you can track labour costs and rates in your business, learn which one might work best for your business and how to link them to retainer management.
Day Two - Use Cases
13:00
Project Management Process – Deep Dive Training (Part 2)
13:00 - 17:00
Learn an in depth view of how the ‘Project Process’ in Cloud Coach fits together, how you can configure Cloud Coach to your specific needs and what are the key items for consideration when designing solutions to your business requirements.
Day One - Training
13:00
The 4 Methods of Revenue Recognition
13:00 - 14:00
Learn the four different ways in which revenue can be recognized against your project and how you can implement them in your Cloud Coach.
Day Two - Use Cases
14:00
Invoicing & Billing
14:00 - 15:00
Discover best practices for invoicing and billing, how and when invoices should be pushed to finance along with how to handle billing in multiple currencies.
Day Two - Use Cases
15:00
Project Financials & Reporting
15:00 - 16:00
Whether you’re planning and executing your project budget in a single or multiple currencies learn how to leverage Cloud Coach for forecasting, earned value metrics and all your other reporting needs.