PERFORMANCE CANVAS

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training:3daycons:agenda

Consultant 3 day course

Please review Pre-requisites prior to the training.

This is a high paced 3 day course. The purpose of the training is to provide you with the advanced knowledge and skills to use the EFP/pcFinancials and Performance Canvas products.

You need to bring your own laptop to this course - see Pre-requisites.

The outcome of the 3 day course:

  • You are aware of how to integrate the ERP Server with EPM Server (with EFP/pcFinancials products).
  • You know how to integrate the data with any other source (not only with GL).
  • You are advanced in using EFP/pcFinancials and are aware of how to work with business rules, scenarios and create reports from scratch.
  • You can integrate EFP/pcFinancials with pcWeb&Mobile and can make any kind of queries, gems and canvases.

Agenda

Training Day 1

Focus: Installation and Configuration of EFP/pcFinancials

Speakers:Jan Morath / Jan Wogel

Time           Subject                                  
 
09:00 – 10:00: Introduction and getting started  
                * Performance Canvas
                * Getting Started
10:00 – 12:00: Installation of EFP/pcFinancials                 
                * pcINSTALL and the process                   
12:00 – 13:30: Lunch                                            
13:30 – 16:30: Configuration of EFP/pcFinancials               
                * Business modelling and external integration   
16:30 – 18:00: Drinks  

Training Day 2

Focus: Advanced Configuration EFP/pcFinancials / pcWeb&Mobile

Speakers: Jan Morath / Håkan Ebersjö

Time            Subject 
  
09:00 – 09:15:  Opening                                                      
09:15 – 12:00:  Advanced Configuration and administration of EFP/pcFinancials 
                 * Modeler (Organizations, accounts, security and access) 
                 * Tips & Tricks to create a New Report (Financial Statements)                   
12:00 – 13:30:  Lunch                                                        
13:30 – 17:00:  pcWeb&Mobile                                                   
                 * Focus on integration with EFP/pcFinancials                
                 * Extending integration with pcWeb&Mobile                    
18:30 – 21:00:  Dinner                                                     

Training Day 3

Focus: Integration with other data source and advanced applications

Speakers: Jan Wogel / Håkan Ebersjö

Time           Subject  
                                                      
09:00 – 09:15: Opening                                                        
09:15 – 12:00: Integration with a new data source                             
12:00 – 13:30: Lunch                                                          
13:30 – 15:30: Advanced applications   
                * Intercompany eliminations
                * Intercompany matching
                * FX / Currency handling
                * Allocations                                   
15:30 – 16:00: Q&A
training/3daycons/agenda.txt · Last modified: 2014/02/19 14:17 by pcmawo