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. 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 offering can help get teams up to speed or build on existing skills. 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, and getting started with reports and dashboards. You'll learn the basics to effectively configure, manage, and grow your program. (3 days)
  • ADM201: Advanced Application Administration: This course is geared to admins who are confident with the basics and ready for advanced platform topics. Dive deep into sophisticated property configuration techniques, building workflows (buttons, report actions, and automated actions), restricting data access with owner view/edit, Word/Excel connectors, and integration (automated import/export) topics. (3 days)
  • REX101: Reporting / Expression Writing: 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 also cover charts and dashboards to further visualize your report data. In this course, spend a full day on expression writing, covering introductory topics, expression syntax, the function library, function signatures, nested functions, logical expressions, and review 16 real-life examples to strengthen expression-writing ability. (3 days)
David Klein
Senior Director of Product Strategy

David is the Senior Director of Product Strategy at ProcessUnity. He has more than 20 years’ experience in product management and strategic roles for leading technology providers. In his past roles at Pitney Bowes, Invoke, and Brainshark, David launched digital products and SaaS businesses across the globe while also driving product and feature development and forging innovation across mobile, eLearning/mLearning, and cloud-based landscapes.

Larry Navarro
Senior Solutions Consultant

Larry is a Senior Solutions Consultant here at ProcessUnity. He has more than 20 years of experience in recommending and implementing third-party risk management and GRC solutions for organizations of all sizes.
Kellie Shea
Marketing Programs Manager

Kellie has more than 10 years of experience managing marketing programs for Fortune 500 and smaller companies. She is responsible for Marketing Programs at ProcessUnity.

Sign Up Now

NOTE: Due to the confidential content in this webinar, only valid corporate email addresses will be accepted.