Registration for all classroom sessions will close 2 weeks prior to the date of the scheduled training.
Registration for all classroom sessions will close 2 weeks prior to the date of the scheduled training.
Course Descriptions and Requirements
ASE Administrator Training (Duration: 1 Day)
ActiveStrategy Administrator Training covers all elements relevant to a system
administrator of an ActiveStrategy Enterprise (ASE) software deployment. This
includes complete system control as well as minor user configurations. Topics
include:
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Users
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Dashboards
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Scorecards
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Objectives
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Measures
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Initiatives
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Groups
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Organizational Levels
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Perspectives
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System Terminology
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Discussion Templates
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Initiative Templates
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Period Categories and Periods
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Basic Profile Maintenance
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Quick Link Maintenance
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Stoplight Images
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Scorecard Column Options
Personnel Requirements:
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A fair understanding of the Balanced Scorecard basic concepts.
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A fair understanding of ActiveStrategy Enterprise end-user concepts.
ASE Power User Functionality Overview (Duration:
1 day)
ActiveStrategy Power User training digs into all of the major features typically
used by more sophisticated, in-depth ActiveStrategy Enterprise (ASE) software
users, including those features used by Regional Administrators. After the
training, attendees will be prepared to utilize the application for their own
‘user’ purposes and will also be able to provide support to other users within
a deployment. Topics include:
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Log-in
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Navigation of the Main Page and Quick Links
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Viewing Dashboards
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Viewing Scorecards
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Viewing Objectives
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Viewing Measures, entering Measure data, and entering Variance Reports
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Viewing Initiatives and entering relevant information to Initiatives and Tasks
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Setting up and using Email Alerts
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Viewing Reports
Following the above topic flow, each feature is also examined from the
following perspectives:
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Adding Dashboards, Scorecards, Objectives, Measures and Initiatives
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Editing Dashboards, Scorecards, Objectives, Measures and Initiatives
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Linking Dashboards, Scorecards, Objectives, Measures and Initiatives
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Deleting Dashboards, Scorecards, Objectives, Measures and Initiatives
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Ownership for Dashboards, Scorecards, Objectives, Measures and Initiatives
Personnel Requirements:
-
A fair understanding of the Balanced Scorecard basic concepts.
-
A fair understanding of ActiveStrategy Enterprise end-user concepts.
-
A good aptitude for software systems and modern user interface and navigation
concepts.
ASE Server Maintenance Training (Duration:
1 day)
ActiveStrategy Server Maintenance Training provides an overview of all topics
related to installing, maintaining, and upgrading an ActiveStrategy Enterprise
deployment. Topics include:
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ASE System Architecture Overview: how to install and support the application
and its components over time
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Initial Installation Process Overview: installation and server set-up processes
for ActiveStrategy Enterprise for the web server, component server, application
server, and database server
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Alternate Server Configuration Overview: outlines configurations that
incorporate from one up to four servers, as well as processes for properly
maintaining multiple environments (i.e. development, test, and production)
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Service Pack Update Overview: describes how system upgrades and patches are
made
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Troubleshooting and Documentation
Personnel Requirements:
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A great understanding of application servers.
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A great understanding of Microsoft IIS.
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A great understanding of the client-specific network security settings.
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A good understanding of Oracle or MS SQL Server.
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A good understanding of web applications in general.
ASE Data Integration Training (Duration:
3 days)
ActiveStrategy Data Integration Training covers a wide array of topics that will
provide attendees with a solid understanding of how to tie various client
systems and data sources into ActiveStrategy Enterprise most successfully.
Day One Topics include:
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ASE Data Model Orientation
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Data Source Discussion: includes optimal methods for extracting and loading
data from other data systems, data warehouses, and flat files
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ActiveStudio™ and ActiveMapper™ Orientation: discusses concepts and ways to
create data maps
Day Two Topics include:
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ActiveLoader™ Orientation: how and when to schedule data loads, as well as how
to review the logs
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ActiveMapper™ Map File Practice Session
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ActiveLoader Job Load Practice Session
Day Three Topics include:
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Target Data Map and Load: trainees are expected to arrive at training with
actual data files to load that will be used in their production system. This
third and final day is spent on writing the real data map and running the job
loader. At this point, trainees should be self-sufficient in writing new
data maps and maintaining the existing maps.
Personnel Requirements:
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A good understanding of SQL databases and SQL queries (Oracle and/or MS SQL
Server).
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A great understanding of legacy data sources (SAP, PeopleSoft, etc.).
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A good understanding of XML technology. (No XSL/ ASP/ HTML/ JavaScript is
required)
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A good understanding of basic Balanced Scorecard concepts.
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A good understanding of ActiveStrategy Enterprise end-user concepts.
Balanced Scorecard Basics, Cascading & Business
Review Mechanics(Duration: 1 day)
In this course, attendees will learn the basic concepts for creating an
effective top-level Balanced Scorecard that is linked to organizational
strategy, as well as techniques for cascading the Balanced Scorecard down and
across the organization to create linkage, alignment, and accountability. Also
covers ways to ensure adoption of this type of performance framework using
Scorecard-based business reviews.
Topics include:
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Introduction to the Balanced Scorecard
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Building a Top-level Balanced Scorecard Aligned to Strategy
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Effectively Cascading Balanced Scorecards
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Aligning Scorecard Measures and Setting Targets
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Initiative (a.k.a. Improvement Project) Prioritization and Alignment
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Conducting Scorecard-Based Business Review
