Customer Tools

Training & Enablement

Become a ProcessUnity Power User with Live Training from Our Experts

Transform your team into ProcessUnity Platform and Solutions experts with ProcessUnity Training and Certification programs. Through a robust curriculum of instructor-led courses, ProcessUnity Training and Certification is designed to make customers and partners 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 more, our catalog can be configured to deliver the exact courseware each customer or partner requires.

Training Schedules & Delivery

Public Training

ProcessUnity’s upcoming public training classes are listed below. We’ll continue to update this page as classes are added. Contact us if
you can’t find a specific class or if you’re interested in scheduling private training for your team at your offices.

  • Classes run from 8:30 AM to 5:30 PM and include light breakfast and lunch.
  • A 10% discount will be applied when registering for more than one course or when registering more than one attendee.
  • All classes are subject to ProcessUnity’s Registration & Cancellation policy described here.
  • Space is limited for each course, so please be sure to reserve your spot as soon as possible.


November 17-19, 2020 Concord, MA

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 will also cover charts and dashboards to further visualize your report data. Mastering expressions is also a key part of this course, as it helps yield better reports by transforming data to answer key business questions. Effective expression writing also allows admins to unlock the power of ProcessUnity’s platform. Learn the use cases, output types, and syntax requirements for expression writing, and get an in-depth review of ProcessUnity’s function library. We will also review over a dozen real-life examples in this highly-interactive session.

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December 8-10, 2020 Concord, MA

This course is geared to admins who are confident with the basics of the ProcessUnity platform and ready for advanced platform topics. This course will take a deep dive into sophisticated property configuration techniques, building workflows (custom buttons, report actions, automated actions, ProcessUnity Connector), restricting data access with owner view/edit, Word/Excel connectors, and integration (automated import/export) topics. This course is applicable to admins managing any ProcessUnity solution.

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