ProcessUnity Training & Certification

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.

Platform & Application-Specific Tracks

ProcessUnity training classes consist of two tracks – ProcessUnity Platform and ProcessUnity Solutions. Platform classes focus on system-level features, such as administration and reporting. Solution courses are module-specific; training users on best practices in Third-Party Risk Management, Policy & Procedure Management, Offer Management and more. Both tracks offer options for solution administrators, power users and general business users. To reinforce key concepts, each course attendee receives their own training instance for hands-on labs, exercises and tests.

ProcessUnity Course Catalog

ProcessUnity Certification

ProcessUnity offers certification for customers and partners that demonstrate a complete understanding of the ProcessUnity Platform and Solutions. To earn certification, users must pass a test comprised of questions and hands-on labs featured in training classes. Participating in Platform and Solution-specific Training is recommended (but not required). In-person certification tests are available on select dates throughout the year.

ProcessUnity Certifications

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

View ProcessUnity’s Public Training Calendar


ProcessUnity Course Catalog

Platform Training

Platform Training courses are ideal for system administrators and power users.

ADM301: Application Administration

ADM301 is a complete, hands-on deep-dive into ProcessUnity Platform and Application administration, including general setup, user management, data security, permissions, entitlement, custom properties, track changes, capture history, reference data, basic reporting, data import and export, notifications, and admin best practices. It also covers advanced topics including basic expression writing, calculated and aggregate properties, conditional view/edit, validation rules, auto-update workflows, application global properties, and automated imports and exports.  The session touches on important admin add-ons such as database archives, the Analytics Database, and various ProcessUnity connectors. (3 Days)

Full Course Agenda

REP101: Reporting and Dashboards

An introduction to designing and building thoughtful custom reports and dashboards. Begin by mastering ProcessUnity’s data structures, learning about single- vs. multi-level reports, adding columns, calculations, sorting, groups, column totals, color coding, filters, drilldown, and charts.  Next, learn about the Personal Dashboard and creating Custom Dashboards to showcase your report visualizations.  Publishing and sharing techniques will also be covered. Finish the session understanding and writing historical data (trend) reports and dashboard visualizations. (2 Days)

Full Course Agenda

MSS101: Microsoft Connectors

This hands-on, introductory course is focused on the Microsoft Excel and Microsoft Word Connectors for ProcessUnity.  Learn how the Excel Connector can be used to pull or push ProcessUnity data to/from Excel, useful for both administrative purposes (for data cleansing and data loading) but also to obtain ProcessUnity data for advanced Excel-based analysis and analytics.  Also see how the Word Connector allows users to merge ProcessUnity data with company-branded document templates (.dotx files) to generate customer-facing MS Word output. (1 Day)

Full Course Agenda

EXP101: Expression Writing

An introduction for writing custom formulas/expressions in ProcessUnity. Learn the use cases, output types, building blocks and syntax requirements by discussing and studying a variety of interesting examples.  Also, get an in-depth overview of ProcessUnity’s robust function library that will open the door to writing powerful expressions to solve real-world problems, and the similarities to Microsoft Excel’s expression capabilities. (1 Day)

Full Course Agenda

AQQ101: Assessments & Questionnaires

Questionnaire assessments are at the core of an effective VRM implementation, and this track covers all aspects of that process from a setup and configuration perspective. Begin with an overview of how questionnaires are administered as part of an overall ProcessUnity solution, and then dive into building custom questionnaires with skip rules, sub-questions, preferred responses, and custom scoring techniques. Then see how the assessment process is used to collect responses and provide the framework for workflow, review and remediation, including a follow-up iteration process with respondents. Throughout the session, learn about managing contacts, configuring assessment types, managing assessments, bulk assessment processing, walkthrough of the Vendor Portal, and more. (3 Days)

Full Course Agenda

INT101: Integration

Master integration and interoperability between ProcessUnity and other systems.  Begin with a variety of tips and tricks on how to best use Microsoft® Excel™, a tool often required for data cleansing for integration, and then jump into the simple yet powerful topic of import/export automation of ProcessUnity data.  In addition to general integration topics, we will also cover and demonstrate (at a high level) the many add-on integration connectors such as Web Services, the Microsoft Connectors, the Salesforce Connector, Analytics Database, and External Components. (1 Day)


Solution Training

Solution Training courses are designed to equip system administrators and business users with expert knowledge and best practices that maximize your ProcessUnity investment.

PTY101: Intro to ProcessUnity

A general system user’s introduction into the ProcessUnity Platform, its capabilities, and its various solutions.  In this course, attendees will have hands-on access to the system, learn to navigate the user interface, explore search functionality, access and edit data (grids and hierarchies), understand data relationships (Related Items), and get introduced to the ProcessUnity Inbox, Subject Areas, attachment handling, and change logs. Additional topics include how software is updated in a SaaS environment, the support protocol, and the Online Help Center. (1 Day)

GRC101: GRC Manager

A guided tutorial to building an enterprise risk framework to help facilitate a robust audit and assessment program. Topics include best practices for setting up an effective Risk register, defining a Control framework to mitigate risks, defining Control Test Procedures, and building inventories of auditable entities (e.g. Processes, Business Elements, Assets, etc.). Certifications and the Assessments module is covered in detail as well, including risk and controls assessments, control testing, collecting and storing evidence, raising findings, and creating issues. Also described is configuring Regulations and Standards and how findings-based regulatory assessments can be easily completed. (2 Days)

SLA101: SLA Manager

ProcessUnity’s SLA Management solution allows for defining a library of business metrics, KPIs, KRI, and SLAs and the workflow associated with collecting enterprise-level and/or entity-level metrics.  Gain a deep understanding of how to define “SLA Templates” that can be applied and edited for specific clients, vendors, or contracts.  ProcessUnity will cover the definition of SLA measurement details and frequency, ownership, tolerance levels (escalation and thresholds), and review the data collection process and meaningful reporting across the SLA library and collected measurements. (2 Days)

VRM101: Vendor Risk Management

Everything you need to know in order to set up and manage a flawless VRM program using pre-configured assessment types, bulk assessments, meaningful reporting, and the Vendor Portal. Discuss techniques for how your analysts and assurance teams should manage vendor data, vendor contacts, vendor services, facilities, and fourth parties. Review options for ranking/rating vendors based on a vendor scorecard, raising issues and findings, sending automated reminders for upcoming reviews, following up with vendors after responses are submitted and proper remediation methods. ProcessUnity will also discuss how ProcessUnity can seamlessly integrate with the vendor procurement systems and upstream/downstream processes, and provide an in-depth session using ProcessUnity’s SIG™ Connector. (3 Days)

PPM101: Policy & Procedure Management

ProcessUnity’s Policy and Procedure Management (PPM) offering satisfies a variety of use cases such as policy collection, policy revision, read & certify workflow, annual policy review, policy exceptions, regulatory change, and control assessments.  In this session, we will review and design a Policy library, cover certifications and document requests, discuss best practices, and work through several PPM workflows as mentioned above. (2 Days)

OMM101: OM Manager

ProcessUnity’s Offer Management (OM) solution helps organizations centralize product definitions; manage client profitability and delivery outstanding service. The course starts by discussing and building a Product/Service catalog and defining all Variations of service delivery.  Next, ProcessUnity covers best practices to capturing and storing Client profile data and ways to integrate client data with CRM.  Then, the course covers Client Inventories (plans) and how to map service variations to each client, taking into account client segments and service groups. The data associated with these activities allow for a variety of reporting options that identify product gaps, rank products, services, clients, and plans in terms of cost, risk, and complexity, and provide visibility into client health metrics and plan profitability. (3 Days)


ProcessUnity Certifications

All Certification exams must be taken in-person, and are administered by ProcessUnity Staff. While formalized (instructor-led) training is not required, it is encouraged. The following ProcessUnity Certification programs are available:

Training / Readiness
Platform Certificate Programs ADM301 REP101 EXP101 AQQ101 MSS101 INT101
ProcessUnity Certified Solution Administrator
ProcessUnity Certified Report and Dashboard Expert
ProcessUnity Certified Integration Specialist
ProcessUnity Certified Assessment Architect


Training / Readiness
Solution Certificate Programs PTY101 VRM101 GRC101 PPM101 SLA101 OMM101 AQQ101
ProcessUnity Certified VRM Expert
ProcessUnity Certified GRC Expert
ProcessUnity Certified PPM Expert
ProcessUnity Certified SLA Expert
ProcessUnity Certified OM Expert

Each certification exam requires 3-hours and is comprised of a 50-question multiple choice test, and several business questions that require using ProcessUnity to complete specific tasks. Candidates are required to score 80% or better in order to be awarded a certificate.  Exams are administered throughout the year (time and locations to be announced), or can be scheduled by contacting ProcessUnity directly.