Customer Tools

Training & Enablement

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

ProcessUnity Third-Party Risk Management Dashboard

Transform your team into ProcessUnity Platform experts through 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 several virtual programs, our catalog provides ample opportunities to deliver the targeted courseware your team requires. What’s more, each training program includes a personal training instance (environment) with all the bells-and-whistles enabled for you to learn and experiment on your own.

New! ProcessUnity Platform Certification

Available Now

The ProcessUnity Platform Certification program is designed for administrators that want a proof point of their depth and breadth of knowledge on the ProcessUnity platform. Experienced administrators and partners who have ample configuration experience will be able to prove their skills via a two-part certification exam.

  • Part 1: Certified ProcessUnity Platform Specialist (CPPS) — multiple-choice, 100 questions in 60 minutes (80% passing grade)
  • Part 2: Certified ProcessUnity Platform Expert (CPPE) — performance test, active configuration challenges, labs, contextual and interpretive questions (80% passing grade)

More Information & Register

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 consultants to jointly build a custom curriculum to meet your needs. 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. Each attendee will be given a personal training instance (environment) for completing labs and challenges, good for another 30 days after the training ends! 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, with with the goal of mastering the ProcessUnity platform (suitable no matter what ProcessUnity solution you have). 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. Sessions are made up of a predefined formal curriculum, interactive product demos and deep-dives, class quizzes to reinforce learning, and several in-class challenges (labs). Each attendee will be given a personal training instance (environment) to complete the labs and experiment with product features, good for another 30 days after the training ends! All public training offerings also include catered hot lunches daily and personal training booklets for note taking and future reference. Bring your laptop.

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, bulk importing data, and an introduction to reports, dashboards, workflow, and expression writing. You’ll learn the basics to effectively configure, manage, and grow your program. (3 days) Download ADM101 Course Agenda

ADM201: Advanced Application Administration: This course is geared to admins who are confident with the basics and ready for level 2 platform topics. Dive deep into sophisticated property configuration techniques, building workflows (notifications and triggers, buttons, report actions, and automated actions), restricting data access with owner view/edit, Word/Excel connectors, integration (automated import/export) topics, and a deep dive into configuration best practices. (3 days) Download ADM201 Course Agenda

REX101: Reporting / Dashboards / Expression Writing: Master the many powerful features available in ProcessUnity’s reporting module, including layout options, group/sort, multi-level reports, column totals, interactive filters, calculated columns, historical data trending, and more. We also cover charting and dashboards which help to further visualize and showcase your data. In this course, we also allocate a full day on expression writing, covering introductory topics, expression syntax, the function library, function signatures, nested functions, logical expressions, and a review of several real-life examples to increase your comfort and confidence writing expressions in ProcessUnity. (3 days) Download REX101 Course Agenda

TPRM201: Effective Program Execution: An immersive and collaborative workshop for Third-Party Risk Management practitioners and their application admins. Together with your peers, you will get the opportunity to share your TPRM program execution success stories and identify areas for improvement. ProcessUnity facilitates the discussion and shares practical strategies, methods, and techniques that streamline your risk assessment and risk treatment activities. Program application admins will dive into and configure product features that support these topics. Product categories we cover include third-party onboarding requests, building questionnaires and assessments, demonstrating the supplier Portal experience, and a walkthrough of the assessment review and remediation process. (3 days) Download TPRM201 Course Agenda

AA301: Accelerated Administration: This is an abbreviated course combining the salient topics from ADM101, ADM201, REX101, and TPRM201 appropriate for new admins with less time. More focus is given to lecture and product demos, with less time for deep dives and hands-on work. (4 days) Download AA301 Course Agenda

Product Certification

Demonstrate Your Expertise

The ProcessUnity Platform Certification program is now available (at no cost) for customer and partner administrators to demonstrate their depth and breadth of knowledge of the ProcessUnity platform. If you feel you have the skillset necessary to take the test, why not give it a try! The exam is 100 questions with a 60-minute time limit. If you answer 80% of the questions correctly, you will join the distinguished alumni of certified professionals by obtaining a Certified ProcessUnity Platform Specialist (CPPS) title, and a personalized certificate will be issued to you accordingly.

To get more information, download a study guide, and register for the exam please visit the ProcessUnity Platform Certification page and get started!

ProcessUnity Platform Certification

Virtual Admin Academy

Coming Soon!

ProcessUnity’s online learning options are expanding into the virtual space via our Learning Center (a learning management system). Virtual training options aim to let you learn on your own, with the goal of mastering the ProcessUnity platform (suitable no matter what ProcessUnity solution you have). New and experienced administrators will sharpen their admin skillset accessing pre-recorded learning content. Our virtual course offerings can help get teams up to speed or build on existing skills. Sessions are made up of a predefined formal curriculum, product demos and deep-dives, quizzes to reinforce learning, and several homework challenges (labs). Solutions are also provided. Each attendee will be given a personal training instance (environment) to supplement their learning experience, used to complete homework challenges and experiment with product features — accessible for 6 months for each course!

The following courses are offered for virtual self-paced learning, delivered through ProcessUnity’s Learning Center.


  • ADM101 – Introductory Admin
  • ADM201 – Advanced Admin
  • REX101 – Report/Expressions
  • TPRM201 – Effective Program Execution
Registration & Cancellation Policy

Customer cancellations must be submitted to ProcessUnity in writing at [email protected]

  • 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, pandemic status, 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.