Training

FundWorks' training team are responsible for the development and delivery of FundWorks' training courses designed to give customers and partners a practical knowledge and learning path for its solutions platform. The available courses range from a standard overview, to educate users to a sufficient standard to navigate core functionality through to customised programs focusing on a customer's implemented environment and business processes.

Course objectives

• The purpose of these training workshops is to enable business (non-technical) users to successfully run FundReports for their Client Reporting as an end to end Straight Through Report Process (STRP);
• The workshops are designed to take users through specific areas of the FundReports functionality that focus on their core functions within a reporting cycle;
• Within the workshop structure are set exercises that will allow users to become familiar with the system from end to end.

Course outcomes

• Understand the FundReports functionality in more detail from end to end of the Reporting process and production cycle;
• Be able to manage a client reporting production cycle through scheduling and workflow configuration;
• Be able to enter data, either structured or unstructured into FundReports for use in Client Reporting;
• Be able to set-up users, clients, funds and overall system administration;
• Build a Client Report within FundReports, link that report to data, and push the report into a production cycle.