Training & Consulting

CCH®, a Wolters Kluwer business | The Professional's First Choice™

Training for ProSystem fx® DocumentThe document management component of the CorpSystem® suite

Consulting Courses (Click course names to see / hide course information)

Best Practices Consulting - Document/Document ASP

Note: MANDATORY with Document purchases.

Objectives

Consulting designed to ensure that your Document implementation accommodates your business's workflow, embedded cultural behaviors, and any legal requirements relating to your quality controls. This course is crucial for successful implementation.

Topics

Developing best practices for each department
Identifying procedures to maximize integration points with other applications
Determining standards for Classes and Subclasses
Customizing system settings to meet firm meeds

Attendees

Document champions team

CPE

CPE certificate(s) included
• Up to 15 (1-on-1)
Specialized Knowledge and Applications-4 or 8 credits
$50 per additional CPE certificate requested (1-on-1)

Prerequisites

Read Policies

Best Practices Consulting - Client Portal

Note: MANDATORY with Client Portal purchases.

Objectives

Designed to ensure that your Client Portal implementation accommodates your company's workflow and business practices, this course is crucial for a successful implementation.

Topics

Developing security standards for creating client portals
Procedures for document publishing and approval
Collaborative notification procedures and overall workflow

Attendees

Document champions team

CPE

CPE certificate(s) included
• Up to 15 (1-on-1)
Specialized Knowledge and Applications-4 credits
$50 per additional CPE certificate requested (1-on-1)

Prerequisites

Read Policies

IT Consulting - Document/Document ASP

Note: MANDATORY with Document purchases.

Objectives

IT consulting tailored to focus on your company's IT staff, this session outlines the critical role that IT plays in the successful implementation of your Document products.

Topics

Environmental review
Client import and data analysis
Installing and configuring the application (Note: Not available for Doc ASP)
Functionality testing
IT and Admin training

Attendees

IT personnel

CPE

No CPE certificate(s)

Prerequisites

Read Policies
Network experience

IT Consulting - Client Portal

Note: MANDATORY with Client Portal purchases.

Objectives

Tailored to focus on your company's IT staff, these consulting sessions outline the critical role that IT plays in the successful implementation of your Document products.

Topics

Environmental review
Application installation
Application configuration
Functionality testing
IT and Admin training

Attendees

IT personnel

CPE

No CPE certificate(s)

Prerequisites

Read Policies
Network experience