Virtual Training Programs

We have worked within the document automation and template space for over 20 years

Information is in overdrive out there – skip the queue and let us teach you the tricks to get your documents working efficiently

Upcoming Training Programs

Document Template Planning and Design

Dates TBC

Word Styles and Formatting

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Knowledge Engineering

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Our next virtual training will be held in…

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Our Virtual Training Programs

Delivered in short, snappy, bite-sized pieces, you’ll easily be able to incorporate these training courses into your working day, and not leave each session overwhelmed with information.

Each session is limited in number to encourage interactivity, sharing of ideas and Q&A from the trainer.  Plus plenty of time to absorb new knowledge and come back for the next session with questions.  We love questions!  It indicates that the detail is sinking in, you are starting to consider how to apply the knowledge to your environment.

At the end of the course, you’ll received:

  • Training Outline
  • Powerpoint Slides
  • Recording Link for all sessions

Courses

  • Why automate?
  • Approach – horses for courses
  • Project management – keeping track of progress
  • Initiate. Gather requirements. This includes analysis of the business process to be automated, approval of use case, and even possibly a cost benefit analysis.
  • Template selection. Gather or create the documents identified in the previous step, then reformat, rebrand and check content
  • Knowledge engineering. This is involves marking up the content by the subject experts to assist the automation editors:
    • Identify Variables
    • Identify Rules around paragraphs/words that are optional or need to be selected based on an answer to a question as well as calculations
  • Your Document Automations Software
  • Automating
  • Test and Review
  • Pilot and feedback
  • Finalise
  • Roll out and training
  • Maintenance

REGISTER YOUR INTEREST

  • Why automate?
  • Approach – horses for courses
  • Project management – keeping track of progress
  • Initiate. Gather requirements. This includes analysis of the business process to be automated, approval of use case, and even possibly a cost benefit analysis.
  • Template selection. Gather or create the documents identified in the previous step, then reformat, rebrand and check content
  • Knowledge engineering. This is involves marking up the content by the subject experts to assist the automation editors:
    • Identify Variables
    • Identify Rules around paragraphs/words that are optional or need to be selected based on an answer to a question as well as calculations
  • Your Document Automations Software
  • Automating
  • Test and Review
  • Pilot and feedback
  • Finalise
  • Roll out and training
  • Maintenance

Would you like a meeting to discuss how our services could assist your business?

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