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

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

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.

Important Notes:

  • Classes run from 9:00 AM to 5:00 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.

Training Class Schedule

BOOTCAMP @ THE 2017 PROCESSUNITY CUSTOMER SUMMIT
Boston, MA — October 23, 2017 — $400 | Register

Customers can enhance their Summit experience by attending our pre-conference bootcamp training sessions on Monday, October 23. The ticket includes breakfast and lunch. Attendees have the option to attend two of the following four sessions:

  • Morning Track 1: Application Administration (8:30 am to 12:30 pm):
    Topics include: Platform Overview, Solution/Feature Overview, Subject Areas Overview, Simple Properties (Pick Lists, Dates, Text, etc.), Calculated & Aggregate Properties, Security / Permissions / Roles, Import / Export, Notifications, and the Word and Excel Connectors
  • Morning Track 2: Introduction to Expression Writing (8:30 am to 12:30 pm):
    Topics include: Tips and tricks / Examples, Building Blocks / Function Overview / Parameters, Calculated Properties, Conditional Colors, Aggregate Filters, Auto Update Rules, Validation Rules, Configurable Buttons, Cascading Pick Lists
  • Afternoon Track 1: Vendor Risk Management Best Practices (1:30 pm to 5:30 pm):
    Topics include: Vendors and Vendor Services, Vendor Onboarding, Calculating Inherent Risk / Vendor Tiering, Vendor Contacts, Skip Rules / Conditional Sub-Questions, Scoring Techniques, Assessment Scoping, Review Process / Follow-up Workflow, Preferred Responses, Remediation / Issue Management / Action Plans, Automate your Final Report
  • Afternoon Track 2: Reporting & Dashboards (1:30 pm to 5:30 pm):
    Topics include: Report Creation 101, Presentation Techniques, Charts / Graphs / Gauges / Geographical Maps, Drilldown, Context Reports, Filtering / Run Time Filters, Conditional Color, Report Organization, Group Sorting, External Reporting / Excel / AnalyticsDB

Learn More & Register

ADM301: APPLICATION ADMINISTRATION
Concord, MA — December 5-7, 2017 — $1,495 | Register

This deep-dive course covers all administrative aspects to understand and effectively configure the ProcessUnity platform. Topics include an overview of the technology, environments, user management, roles and permissions, creating and configuring properties including calculations and aggregates, an introduction to expression writing, importing and exporting data, notifications & workflow, integration and automation, data connectors, and administrator best practices. (3 days)

Register

REX101: REPORTING & DASHBOARDS / EXPRESSION WRITING
Fort Lauderdale, FL — January 9-11, 2018, $1,495 | Register

Exploring the many powerful features available in ProcessUnity’s reporting module – layout options, multi-level reports, grouping, adding totals, interactive filters, calculated columns, adding chart visualizations, and more. Build visual dashboards to showcase your data on actionable landing pages. Master historical data (trend) reports. Building expressions is a key part of writing informative reports that will enhance your program and transform data to answer key business questions. Expressions also unlock the power of most administrative features. Learn the use cases, output types, building blocks, and syntax requirements for expression writing, and get an in-depth walkthrough of ProcessUnity’s function library. We will also review over a dozen real-life examples, but feel free to bring your own too. (3 days)

Register

ADM301: APPLICATION ADMINISTRATION
Scottsdale, AZ — February 6-8, 2017 — $1,495 | Register

This deep-dive course covers all administrative aspects to understand and effectively configure the ProcessUnity platform. Topics include an overview of the technology, environments, user management, roles and permissions, creating and configuring properties including calculations and aggregates, an introduction to expression writing, importing and exporting data, notifications & workflow, integration and automation, data connectors, and administrator best practices. (3 days)

Register

VRM101: BUILDING AN EFFECTIVE VRM PROGRAM
San Diego, CA — March 6-8, 2018 — $1,495 | Register

Setup and manage an effective Vendor Risk Management program or fine tune your existing program by leveraging ProcessUnity best practices. Start by exploring techniques for automating vendor requests, establishing a vendor tiering process, and building a robust vendor database (including contracts, engagements, services, facilities, fourth parties, and more). Review best practices for designing actionable vendor questionnaires employing skip rules, sub-questions, preferred responses, and scoring techniques. Discuss the Shared Assessments program and ProcessUnity’s SIG™ Connector. We then take a deep dive into a complete walkthrough of the VRM process including automated notifications and reminders, custom question scoping based on inherent risk, managing vendor contacts, performing bulk assessments, the Vendor Portal, monitoring assessments, evaluating responses, following up with vendors, remediating issues, and more. End with reports and dashboards that convey the health and status of your program, including upcoming assessments, questionnaire responses, vendor rankings, vendor scorecards, and more. (3 days)

Register

Registration & Cancellation Policy

CUSTOMER CANCELLATIONS

(Must be Submitted to ProcessUnity in Writing at training@processunity.com)

  • 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.

CANCELLATION OF COURSE BY PROCESSUNITY

  • 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.

GENERAL DISCLAIMER

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.