Experlogix CPQ & Document Automation Training Course Details
Interested to learn more of Experlogix CPQ and Document Automation capabilities? Sign up for a training course below.
Whether you're a new Experlogix CPQ or Document Automation client or new to an existing solution, this 2-hour product overview course is for you. Discover Experlogix products and their conceptual architecture, key product/document modeling terminology, and a demonstration of basic product configurator and document automation development. Generally scheduled twice per month.
Price: Free to new and existing clients.
Getting Started with Experlogix -
An Overview
Agenda:
Meeting the needs of those attending, this course will cover Experlogix CPQ and Document Automation:
- Conceptual Architectures
- CPQ/Document Automation Modeling Key Terms
- Demonstration of CPQ and Document Automation Development
This is our remote hands-on fundamentals training course, providing in-depth training for new product modelers or a refresher for those more experienced users. The course covers the Experlogix modules and guides attendees step-by-step through the building of an Experlogix CPQ solution. Course attendance grants access to Experlogix Learning Management System (LMS) with training reviews and an opportunity to earn your Experlogix Fundamentals certification.
Price: Contact us for pricing.
Experlogix CPQ Fundamentals: The Building Blocks of Product Modeling
Hands-On Agenda:
- Experlogix Architecture and Demo
Experlogix from the Ground up
Exercises - Building Your First Configurator - Option Selection & Product Flow
Configuring Key Values - Prices, Formulas, and List
Exercises - Pricing, Discounts, Series, Models, and Lists - Configuring Key Values - Tables, Queries, and Fields
Product Rules & Configuration Validation
Exercises - Data, Rules, and Queries - Dynamic Products/Options & Category Structures
Experlogix Integration Mappings
Exercises - Runtime List, Categories, Category Methodology - User Interface Design
Debugging, Diagnostics, and Settings
Exercises - Display Settings, Images, and Templates
Ever wonder, "With what we know now, how can we improve our CPQ?", then this workshop is for you. For those who have completed Experlogix CPQ Fundamentals or have experience CPQ Design Center and maintenance, this hands-on remote workshop on advanced CPQ solution, data design, and logic expands on Experlogix capabilities. Whether existing or new client, this course will enable the implementation of features and functions improving product/service/material selection, pricing, data queries, and solution architecture.
With pre-course needs analysis and a goal of assisting with specific attendee needs, specific use cases may be discussed and added to exercises.
Prerequisite Course: Experlogix CPQ Fundamentals: The Building Blocks of Product Modeling
Price: Contact us for pricing and Beyond Basics advanced course bundle.
Beyond the Basics: Advanced CPQ Modeling Techniques
Hands-On Agenda:
- Option vs. Property Configurations
- Nested Configurations
- Advanced Rules & Rule Flags
- Runtime vs. Rule Flags
Advanced Queries - Advanced Models/Modeling
- Pricing Structures
- Performance Considerations
- Document Automation Overview
- Modeler Requests and Questions
Although, Experlogix CPQ is meeting configuration needs, the time has come to improve user experience and usability. For those who have completed Experlogix CPQ Fundamentals or have experience CPQ Design Center and maintenance, this hands-on remote workshop empowers you to take your interface to the next level with advanced interface elements, logic, images, and templates.
With pre-course needs analysis and a goal of assisting with specific attendee needs, specific use cases may be discussed and added to exercises.
Prerequisite Course: Experlogix CPQ Fundamentals: The Building Blocks of Product Modeling
Price: Contact us for pricing and Beyond Basics advanced course bundle.
Beyond the Basics: Advanced CPQ User Experience/User Interface (UX/UI)
Hands-On Agenda:
- Question Based Configuration
- Popups, Pop outs, and Tabs
- Advanced Visual Lists
- QAB, Toolbars, and Tooltips
- Popup Picker Configuration
- Custom Themes, CSS, JavaScript
- Image Configuration
- Visual CPQ - Dynamic Imaging Overview
- Localization
- Modeler Requests and Questions
Whether Experlogix CPQ is launched from CRM and/or ERP system, there is an integration course for you. Once completing CPQ Fundamentals and learning to build or maintain your CPQ, host integration training teaches how to read and write data to and from your specific host solution along with special features and functionality designed for specific hosts. Our integration instructors have practical field experience guiding you through topics that include built-in and custom integration techniques at the entity, line and field levels for both sales and manufacturing CPQ solutions.
Prerequisites:
- CPQ Fundamentals
- Understanding of Host Tables/Data Structure
Price: Contact us for pricing and Beyond Basics advanced course bundle.
Experlogix CPQ Host Integration
1-Session Course Agenda for Dynamics CE/365 (CRM), Finance and Operations (FO), Business Central (BC), Salesforce, or NetSuite Integration Courses:
- Host Primary Entities/Tables for CPQ
- Category Option Integration Usage
- BOM Design for Manufacturing and Sales Solutions
- Inbound & Outbound Integration Standard/Custom Field Mappings
- Host Specific Integration Use Cases
- Host Settings
- At-Your-Desk - Integration project to complete at your desk in your CPQ/host environment.
For all new and existing Document Automation clients and partners, this demonstration course for your whole project team, is a detailed overview of document automation for CRM/ERP environments. This course serves as the introduction for Document Automation Fundamentals and should be scheduled before that course.
Audience: CPQ and Document Automation Clients
Price: Contact us for pricing.
Document Automation Overview
1 session demonstration agenda:
- Architecture overview
- Connectors, User Management
- Data Sets, Samples, Templates, Flow Builder
- Template Builder introduction
- Running a Flow
- Custom Data Sets, Schema Data Sets
- Compositions, Conditional Flows
- API overview
For all new and existing Document Automation clients, this hands-on course, for those who will be building documents and flows, covers fundamental and advanced techniques for document automation in a personal training environment. Document Automation Overview is the introduction for the this course and should be scheduled appropriately.
Audience: CPQ and Document Automation Clients
Prerequisites:
- Document Automation Overview
Price: Contact us for pricing.
Document Automation Fundamentals Hands-On Training
Hands-on agenda for those building data sets, document templates and flows:
Day 1
- Architecture overview
- Configure the Template Builder in Word
- Data Sets, Samples, Templates, Flow Builder
- Mapping fields, Formatting, Styles, Conditions
Day 2
- Loops, Groups Formulas
- Result Sets, Pseudo Fields, Expressions, Images, Barcodes
Once a client has been live on an Experlogix solution and wishes to learn and expand the system capabilities, custom solution training will help achieve those goals. Working 1-on-1 with our professional services team and scheduled based on client needs, custom solution training will train and assist with implementation of new functionality within the client environment. Whether CPQ BOM construction, system maintenance, new pricing structures or Document Automation templates and/or portal solution, solution training will get the solution where it needs to go.
Audience: Existing Experlogix clients
4 - ~20 professional service hours
Price: Contact us for hours estimate and rate.
Experlogix CPQ and/or Document Automation Custom Solution Training
Course Agenda: Custom
Solution training works directly with individual clients to update, implement, and maintain current Experlogix CPQ and/or Document Automation solutions. Experlogix services and client determine solution training scope and agenda.
