SpringCM training workshops offer the hands-on training that helps you become a SpringCM superstar. Classes are offered every 7-8 weeks in Chicago, and regionally across the United States.

For information on upcoming workshops, please view the calendar, or future dates and locations, please don't hesitate to contacts us (training@springcm.com).



SpringCM Training Workshop Calendar

View the full calendar for upcoming training dates.


 

SpringCM Essentials - 2 Days

Our most popular class, SpringCM Essentials, earns rave reviews from customers. This workshop is an onsite, two-day workshop designed to teach users who will administer SpringCM, along with business analysts, developers, and technical sales representatives, how to configure core SpringCM functionality.

Participants will gain practical experience in constructing SpringCM applications through the configuration of real-life customer use case solutions. Topics covered include:

  • Developing a scalable folder and metadata taxonomy, to help users organize, find, and use content easily and efficiently
  • Understanding best practices in security and user management to control who accesses your content and encourage content usage and collaboration
  • How to leverage "Smart Rules" to speed your business process, enhance data integrity, and minimize human errors
  • Creating custom reports for snap analytics and data trends on your content
  • Developing powerful search techniques to put content at users’ fingertips quickly and effortlessly
  • Leveraging simple routing workflows to collaborate and approve content
  • Explore 10+ easy methods for delivering content to SpringCM, and editing that content easily
  • Learn best practices and SpringCM tips and tricks, and network with other power users
  • An introduction to SpringCM's Salesforce integration which includes:
    • Leveraging SpringCM in Salesforce via any object widget or through the SpringCM Viewer tab
    • Utilizing the SpringCM Dynamic Search tool to serve up data aiding competitive intelligence and accelarating sales
    • Learn principles of user management and security for an integrated Salesforce–SpringCM environment
    • Security mapping from Salesforce to SpringCM

Prerequisites: None

Audience: End user administrators, process owners, business analysts, implementation engineers, admins / developers / engineers responsible for Salesforce or other IT integrations

Essentials Workshop Cost: $1,000/attendee

Note: SpringCM Essentials does NOT include Advanced Workflow design or configuration. The Essentials and Process Automation workshops are conducted over five contiguous days to allow participants the opportunity to attend both classes in the same week.

Process Automation - 3 Days

The Process Automation course teaches participants how to use the SpringCM Advanced Workflow Process Designer to configure complex workflows. Taught in a workshop format, the course focuses on best practices, standard conventions, and the creation of advanced workflow processes based on real business cases.

Days 1 & 2

  • Advance Workflow Overview, including use of XPath for action automation, workflow variables, publishing and validating workflows, and troubleshooting
  • Creation of a contract management solution that includes learning XML merging, setting document metadata, edit/approval human tasks, use of electronic signatures and an eForm to kick off the process
  • Leveraging decision, choice steps, and various workflow initiation methods
  • Principles in looping behavior/steps, finding documents by metadata, processing multiple documents at once, and much, much more

Day 3

Build upon what is learned in Days 1 & 2 by using Advanced Workflow in the context of Salesforce.  Topics include:

  • Learn about SpringCM's "External Object Storage" framework used by the SpringCM Cloud Connector for Salesforce, and how it is leveraged in SpringCM's Advanced Workflow
  • Create contract documents using Salesforce data, and send for review
  • Create and update Salesforce data from SpringCM's Advanced Workflow
  • Initiate SpringCM workflows from Salesforce

Prerequisites: SpringCM Essentials workshop or equivalent experience. If you are attending Day 3, you must attend the SpringCM for Salesforce breakout session during Essentials (if you are not attending Essentials, you will need to contact SpringCM to make advance arrangements in place of the breakout session concepts).   Programming experience is highly recommended.

Audience: Recommended for technically-oriented SpringCM administrators, business analysts, and developers with familiarity with XML and XPath expressions. Process Automation workshops reference these principles throughout the 2-3 days of classes.  Online tutorials can be found at the following links:

Process Automation Cost:

Day 1 & 2 Only (No Salesforce): $1,000/attendee

All 3 Days (With Salesforce): $1,500/attendee

 

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