Customer Training Plan

Provide the customer with the skills necessary for the workspace.

User Roles

Dashboard User - View Only Access to specific dashboards.

View Only User - Navigate throughout the platform.  View Only Access.

Advanced User - Manage Analyze, Predict, Build.  View Only Access to Data Model.

*Power User - Manage all sections.  Manage packages.

The Power User Role is very important for the client to identify early in the training process.  This role ensures that the Datagration Platform can continue to grow with new data and help other users grow their knowledge of the platform.

Admin - Manage all sections, dashboard access, packages, & troubleshoot issues.

Training Plan

Time

Name

Overview

Suggested Audience

1 hr

Platform Overview

Brief touch on platform, all areas

ALL

1 hr

Company Performance Dashboard

Review Dashboard

Dashboard User

30 min

Dashboard n

Review Dashboard

Dashboard User

30 min

Dashboard n+1

Review Dashboard

Dashboard User

2 hr

Deep Dive Sources & Connections

Learn how connections work

Reference Data

Power User

2 hr

Deep Dive P#
Learn how to use P# to retrieve, modify, create and update data.

Advanced User, Power User

2 hr

Deep Dive Workflows

Learn the workflows that establish the Dashboards

Power User

Additional Training

Completion Optimization

Development & Aquisition

ESG