Customer Tools

Training & Enablement

Become a ProcessUnity Power User with Virtual & In-Person Training from our Experts

Transform your team into ProcessUnity Platform and Solutions experts with ProcessUnity Training programs. Through a robust curriculum of instructor-led and virtual training courses, our goal is to enable our customers and partners to be as knowledgeable as ProcessUnity’s own product experts. Our courses turn your team into power users, capable of advancing your governance, risk and compliance programs in-house. From in-person classes with hands-on labs, to private workshops, train-the-trainer, and now our Virtual Fridays Training Series, our catalog provides ample opportunities to deliver the exact courseware each customer or partner requires.

Program Options for All Teams

ProcessUnity offers an abundance of expert-led training programs based on your team’s needs. A 10% discount will be applied when registering more than one attendee. Our current programs include:

  • ProcessUnity Virtual Fridays Training Series (VFTS)
  • Tailored Private Training and Workshops (Virtual or In Person)
  • Public Training (In Person)
  • Online Learning / Admin Academy / eLearning
  • Certification

ProcessUnity’s Virtual Fridays Training Series

April 2021 to April 2022 (Virtual)

Every Virtual Friday session is a deep-dive into a single training topic – from basic administration to configuration, workflows, reporting and a whole lot more. You will interact with our team and peers from other ProcessUnity customers, exchanging ideas, sharing tips and tricks, and identifying best practices to up-level your program and processes. Sessions are made up of more than an hour of instructor-led training, quizzes and challenges, and include approximately 30 minutes of open “office hours” to answer your specific ProcessUnity questions. Finish each interactive session with a live vote for future training topics! Program details:

  • 26 live training sessions over a 52-week period.
  • Personal training instance with all the bells-and-whistles enabled.
  • Access to the session recording archive with PDFs of course material covered.
  • 30+ minutes of interactive Q&A to learn, share, and interact with others on the call.
  • Ability to vote on upcoming topics.
  • Cost: $799 (covers all 26 sessions)
  • View VFTS course calendar (schedule of topics)
Register Now

Private Training and Workshops

Virtual or In-Person (Our Offices or Yours)

ProcessUnity’s in-person classes can be delivered in a variety of formats and durations to meet the needs of customers and partners of all sizes.

  • Maybe you need a virtual 4-hour workshop on Expression Writing.
  • Maybe you prefer an onsite full-day refresher on building Notification Rules or Custom Buttons to bring your program to the next level?
  • Maybe you want a technical deep dive on Integration or Advanced workflow pulling in resources from your ProcessUnity admins and other internal groups?
  • Maybe you need a 2-day hands-on Administrator 101 session for your new application admins, and want to send them to our offices for uninterrupted enablement time?
  • Maybe you would like a complete platform deep dive over 3 or 4 days at your offices?

Allow ProcessUnity to suggest a program/agenda, and/or work with our training experts to jointly build a custom curriculum for your event. Organizations with larger teams can host training in their offices, at ProcessUnity’s offices, or at a facility convenient to its employees. Smaller organizations can send employees to ProcessUnity’s public training classes, scheduled throughout the year based on demand. Training costs vary based on the location and size of the class.

Schedule Private Training

Public Training


ProcessUnity’s public (instructor-led) training courses provide your team members the opportunity to get fully immersed in training for the better part of a week. New and experienced administrators will sharpen their admin skillset in a shared setting with our platform experts and peers from other companies. Our wide course offerings can help get teams up to speed or build on existing skills. Current course offerings include:

ADM101: Introductory Application Administration: Beginning with an intro to ProcessUnity from an end-user perspective, we’ll then dive into admin topics such as user management, permissions, creating properties, and getting started with reports and dashboards. You’ll learn the basics to effectively configure, manage, and grow your program. (3 days)

ADM201: Advanced Application Administration: This course is geared to admins who are confident with the basics and ready for advanced platform topics. Dive deep into sophisticated property configuration techniques, building workflows (buttons, report actions, and automated actions), restricting data access with owner view/edit, Word/Excel connectors, and integration (automated import/export) topics. (3 days)

REX101: Reporting / Expression Writing: Master the many powerful features available in ProcessUnity’s reporting module, including layout options, group/sort, multi-level reports, adding totals, interactive filters, calculated columns, trending, and more. We also cover charts and dashboards to further visualize your report data. In this course, spend a full day on expression writing, covering introductory topics, expression syntax, the function library, function signatures, nested functions, logical expressions, and review 16 real-life examples to strengthen expression-writing ability. (3 days)

PLAT301: Platform Workshop: Seasoned administrators join experts from the ProcessUnity team in a highly interactive workshop to explore the platform’s most recent features in detail and share the very latest best practices those features provide to enhance your evolving ProcessUnity solution. This course is less about a formal curriculum and more about building/extending solutions while experimenting with ideas/features provided by this powerful platform to harden your administrative expertise. Several arranged group projects provide ample hands-on time to build/share ideas with the larger group. (3 days)

TPRM101: Effective Third-Party Risk Management: Set up and manage an effective Third-Party Risk Management program or fine-tune your existing program by leveraging best practices and learning the latest tips and tricks. Explore the vendor request process, calculating inherent risk and a tiering structure, and building a robust vendor database (engagements, services, facilities, fourth parties, agreements, and more). Review the Vendor Portal experience (including delegation and dialog features) and submitting questionnaires. Review best practices for designing questionnaires (including the SIG™) which includes employing skip rules, linked properties, question/section scoring, preferred response configuration, and review/remediation reporting and techniques. (3 days)

Our planned 2021 (and early 2022) public training schedule is shown below. Please note that each session is dependent on sufficient registration. Dates, courses, and venues subject to change and covid-dependent:


# Course Duration Start Venue Status
1 ADM101 - Introductory Admin 3 days Tue 31-Aug 2021 Concord MA Cancelled
2 ADM201 - Intermediate Admin 3 days Tue 19-Oct 2021 San Diego CA Cancelled
3 REX101 - Reports & Expressions 3 days Tue 10-Jan 2022 Concord MA Tentative
4 ADM101/201 - Intro/Intermediate Admin 4 days Tue 01-Feb 2022 London UK Tentative
5 ADM101 - Introductory Admin 3 days Tue 08-Mar 2022 Miami FL Tentative
6 ADM201 - Intermediate Admin 3 days Tue 05-Apr 2022 Concord MA Tentative
7 REX101 - Reports & Expressions 3 days Tue 26-Apr 2022 Austin TX Tentative


Register for In-Person Training

Online Learning / Admin Academy / eLearning

ProcessUnity’s online learning options are expanding! Be sure to check out your “online help center” to access several eLearning videos (“Admin Academy”) in addition to a growing library of online help topics, which includes a “getting started” track, a “platform glossary” and more. You can access the Online Help Center by clicking the “Help” button from within your instance.


The ProcessUnity Training team is assembling a “Platform Certification Test” which is targeted at administrators to achieve a formal certification award. Experienced administrators and partners who have ample configuration experience will be able to prove their skills via a two-part certification exam.

  • Part 1: multiple-choice, true/false answers (80% passing grade)
  • Part 2: active configuration challenges, labs, contextual & interpretive “thought experiments” (80% passing grade)

Details coming mid-2021. Planning to offer tests 1x/month. Testing fees will apply. Please contact to express interest and to be added to the list of early interested parties in obtaining a ProcessUnity certification.

Registration & Cancellation Policy
CUSTOMER CANCELLATIONS (Must be submitted to ProcessUnity in writing at
  • Cancellations received up to 21 days prior to class will not be charged the training fee.
  • Cancellations 7-20 days prior to class will be invoiced the full training fee. As a courtesy, we will allow you to apply 50% of your payment toward a future ProcessUnity training course within one year of the cancellation date.
  • Cancellations 1-6 business days prior to class, and no-shows, are subject to payment for the full amount without future training credit.
  • Registrant substitutions may be made at any time.
  • Please note that if you do not cancel or do not attend, you are responsible for payment.
  • ProcessUnity reserves the right to cancel or change a class at any time, including but not limited to, weather, lack of participation, classroom, equipment or trainer availability.
  • Notification will be provided within 21 days of the class, whenever possible.
  • Registrants will not be charged for the course.
  • ProcessUnity is not liable for any direct, or indirect, consequential or special damages that may be incurred due to a cancellation of a scheduled class, including, but not limited to, cancellation penalties for transportation or accommodations. The customer or student’s sole remedy shall be the refund of prepaid course fees.

ProcessUnity shall not be liable for damages of any kind resulting from errors or omissions in the training materials nor shall ProcessUnity be liable for any damages resulting from the use of the training materials or other information conveyed at an ProcessUnity course.

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