Course
Time
3 hours 0 mins
Implementation Certification
This certification prepares a user to develop the skill sets needed to implement Cloud Coach. The lessons in this course follow a real-life scenario of onboarding and implementing Cloud Coach for a newly signed customer. Participants will learn general best practices for creating a solution design.
Cloud Coach Tiers
Starter
Connect
Enterprise
Ultimate
Course Content
Getting Started
Overview
Product Tiers
CLOUD COACH PROJECT MANAGEMENT & PSA SOLUTION DESIGN
Implementation Process
Introduction to PSA
Set the Scene
Solution Design
Permissions
Initiation
Timelines
Documents
Controls
Resourcing
Financials
Summary
Reporting
CLOUD COACH CUSTOMER SUCCESS SOLUTION DESIGN
Overview & Implementation Process
Introduction to Customer Success
Set the Scene
Permissions
Account Configuration
Customer Interaction
Performance Monitoring
Account Documentation
SETTING USERS UP FOR SUCCESS
Setting Users Up for Success
EXAM
Implementation Exam
