$3,000

Customer Boot Camp (Pilot) Use promocode "PILOT" for a $2000 discount

Event Information

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Location

555 Twin Dolphin Dr

Ste. 400

Redwood City, CA 94065

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Refund Policy

Refund Policy

Refunds up to 7 days before event

Event description

Description

Customer Boot Camp (Pilot)

3 Day Boot Camp at Host Analytics’ Headquarters in Redwood City, CA

an EPM Academy Special Event

Come join us for the pilot of this in-person boot camp. As a pilot participant you will enjoy steeply discounted pricing and an opportunity for your feedback to shape the design and content of this new course. Whether you have been using Host Analytics for a while or are just starting an implementation you will benefit from this course.

The class size will be kept small so purchase your tickets before the seats are sold out.

This 3-day boot camp will immerse the student in the design and build of the Host Analytics Financial Application. In this boot camp, the student will build a financial application from scratch. They will configure the application, add users and buildout security in the application, build and manage dimension hierarchies, build and manage budget entity hierarchies, design and build planning templates (input templates), implement and buildout Workforce Planning (Detail HR), and design and build Dynamic Reports. In addition, throughout the 3-day boot camp, advanced features of the application will be discussed and demonstrated to enhance the students learning experience.

Strongly Recommended prerequisites:

  • Foundations VILT
  • Report Design Essentials 1 and 2

Let us know if you are having difficulty getting into a prerequisite course due to it being full. Training@hostanalytics.com

Learning Activities

Subject to change

Day 1: Application Setup

  • Introduction to the Host Analytics Financial Application
  • Configure and setup the Application
    • o Financial Dimensions
    • o Budget Entities
    • o Fiscal Year
    • o Budget Parameters
    • o Currency Parameters
    • Add users to the application
    • Setup user security and permissions (application)
    • Setup, build, and manage dimension hierarchies

Day 2: Planning Setup

  • Introduction to the Planning Module (Scenarios, Budget Entities, Approval Roles)
  • Design and build the planning hierarchy
  • Design and build planning (input) templates
  • Implement Workforce Planning (detail HR)
  • Setup user security and permissions (planning)
  • Accessing the Planning Control Panel (planning user interface)

Day 3: Reporting

  • Introduction to Reporting (Development and Strategies)
  • Design and build Ad-hoc reports
  • Review reporting tools and design options (Developing efficient, low maintenance, reports)
  • Design and build custom reports (the use of Report Sets)
  • Design and build Reporting Packages (Report Collections)
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Date and Time

Location

555 Twin Dolphin Dr

Ste. 400

Redwood City, CA 94065

View Map

Refund Policy

Refunds up to 7 days before event

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