Duration 5 Days 30 CPD hours This course is intended for This course is designed for the Dynamics 365 Supply Chain Management Functional Consultant Expert or those whose role includes implementing and configuring advanced features of Dynamics 365 Supply Chain Management. Overview Objectives: Create products as type Item and Service. Set up product unit conversions. Set up transfer orders Set up default order settings. Create product masters with predefined variants. Create and set up category hierarchies. Create product attributes. Create bill of materials using BOM designer Discrete manufacturing concepts Production order statuses Production stages Bill of materials (BOM) Resources Routes and operations Configure commodity pricing in Supply Chain Management. Configure product compliance in Supply Chain Management. Configure commodity pricing in Supply Chain Management. Configure product compliance in Supply Chain Management. Configure process manufacturing. Create and configure catch weight items. Configure approved vendors. Understand the features in engineering change management. Learn how the end-to-end engineering change management process works. Set up engineering organizations. Work with product versioning. Create dimension groups by using the version dimensions. Create product life cycle states. Use engineering categories. Set up engineering change severities and severity rules. Set up product owners. Use a workflow with engineering change management. Create an engineering change request. Learn about business impacts. Create an engineering change order. Important terminology to help you understand the concepts and processes that are associated with product configuration. Product configuration end-to-end scenario. Different areas that span the product configuration process. The product configuration model. How to build a product configuration model. Configure the costing sheet. Perform BOM calculation and analyze costs by using the costing sheet. IoT intelligence and insights in Supply Chain Management This course is designed to build your in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory. Supply chain management configuration and processing. The transportation management features, and the warehouse management features. Asset Management functionalities. Master planning configuration and processing. Sales and procurement processes. Create products and product masters in Dynamics 365 Supply Chain Management Product information workspace Concept of a product Create products Set up unit conversions Batch disposition codes Default order settings Define products as not stocked Create product masters with variants Gain productivity by using the Variant suggestions page Create and set up category hierarchies and attributes Set up item pricing Create bill of materials in Dynamics 365 Supply Chain Management Work with the BOM designer BOM and formula versions BOM line types BOM levels Get started with discrete manufacturing in Dynamics 365 Supply Chain Management Discrete manufacturing life cycle Master planning and planned production orders Bills of materials Working with BOM and item configurations Create a bill of materials Production orders Work with commodity pricing and compliance in Dynamics 365 Supply Chain Management Configure commodity pricing Configure product compliance Configure process manufacturing in Dynamics 365 Supply Chain Management Process manufacturing item types Production type setup Set up packaging and batch attributes Shelf life related setup Item model group, product compliance, and approved vendors Catch weight Transaction adjustments Catch weight item handling policy Catch weight tags Configure approved vendors Get started with Engineering Change Management for Dynamics 365 Supply Chain Management Overview of features End-to-end walkthrough of features Set up versioned products in Dynamics 365 Supply Chain Management Create an engineering organization Create nomenclature for product versions Create product version number rules Create product dimension groups by using the version dimension Create product life cycle states Engineering attributes Product readiness policies Product release policies Create engineering categories Configure engineering change management for Dynamics 365 Supply Chain Management Set up engineering change severities Set up severity rule sets Set up product owners Engineering workflows Request and follow up with product changes in Dynamics 365 Supply Chain Management Engineering change requests Engineering change orders up with product changes in Dynamics 365 Supply Chain Management Get started with product configuration in Dynamics 365 Supply Chain Management Elements of a product configuration model Expression constraints and table constraints in product configuration models Validate and test a product configuration model Finalize a model for configuration Set up a product configuration model Calculations for product configuration models Solver strategy for product configuration Reuse product configurations Release a product configuration model Customize a product configuration model Work with the costing sheet in Dynamics 365 Supply Chain Management Costing versions Cost groups Calculation groups Costing sheets BOM calculations BOM Measurements BOM Reports Configure formulas for process manufacturing in Dynamics 365 Supply Chain Management Formulas, formula lines, and formula versions Formula features Approve and activate formulas and formula versions Use step consumption Coproducts By-products Burden allocation Planning items Get started with production control in Dynamics 365 Supply Chain Management Core concepts in production control Understand unified manufacturing Manufacturing principles Overview of the production process and production life cycle Batch orders Discrete manufacturing Process manufacturing Lean manufacturing Configure production control for unified manufacturing Capacity planning Integration between the General ledger and the Production control modules IoT intelligence and insights Describe the value proposition for mixed-reality Guides for production floor workers Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management Production input location Production output location Staging and order picking Release BOM and formula lines to the warehouse Cross-docking Planned cross docking Visibility into material exceptions Work with manufacturing execution in Dynamics 365 Supply Chain Management Understand the manufacturing executions Identify roles in manufacturing execution Planning consideration for manufacturing execution Configure manufacturing execution Setup time and attendance for manufacturing execution processes Control production with manufacturing execution Create and process report as finished journals with co-products and by-products Calculate and approve raw time registrations Report as finished from the job card device Get started with Asset Management for Dynamics 365 Supply Chain Management Asset Management terminology and concepts Functional locations and assets Assets and work orders Install the Asset Management mobile workspace Use the Asset Management mobile workspace Asset Management integration capabilities Integrate Asset Management with Dynamics 365 Guides Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management Configure workers for work order scheduling Schedule and dispatch work orders Calculate capacity load on scheduled work orders Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management Procurement scenario Overview of the procure-to-purchase process Set up procurement categories Use procurement catalogs Create a purchase requisition Create and process a request for quotation Create purchase orders Vendor categories and catalogs Evaluate a vendor and put a vendor on hold Use purchasing policies Configure activity-based subcontracting and production flow costing in Dynamics 365 Supply Chain Management Subcontracting capabilities Subcontracting a vendor Subcontracting service Transfer activities as subcontracting activities Subcontracting as an alternate resource Cost accounting of subcontracted services Subcontracting cost flow Backflush costing Products and material in Work in Progress Standard cost Costing lean manufacturing Calculation of standard cost Calculate unused quantities Calculation of production variances to standard cost Ledger entries created from processing a production flow Configure and use agreements in Dynamics 365 Supply Chain Management Work with trade agreements Create sales agreements Create purchase agreements Configure trade allowance management Configure brokerage contract management Configure royalty contract management Configure vendor rebates Rebate management module Work with capa Additional course details: Nexus Humans MB-335T00: Microsoft Dynamics 365 Supply Chain Management, Expert training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the MB-335T00: Microsoft Dynamics 365 Supply Chain Management, Expert course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 5 Days 30 CPD hours This course is intended for Workspace ONE UEM operators and administrators, account managers, solutions architects, solutions engineers, sales engineers, and consultants. Overview By the end of the course, you should be able to meet the following objectives: Explain and apply the fundamental techniques for launching and maintaining an intelligence-driven, multiplatform endpoint management solution with Workspace ONE UEM Outline the components of Workspace ONE UEM Explain the general features and functionality enabled with Workspace ONE UEM Summarize basic Workspace ONE administrative functions Explain and deploy common Workspace ONE integrations Securely deploy configurations to Workspace ONE UEM managed devices Onboard device endpoints into Workspace ONE UEM Summarize alternative management methodologies for rugged devices Discuss strategies to maintain environment and device fleet health Configure and deploy applications to Workspace ONE UEM managed devices Analyze Workspace ONE UEM deployments Enable email access on devices Integrate Workspace ONE UEM with content repositories and corporate file shares Explain the general features and functionality that Workspace ONE Access enables Demonstrate how to integrate Workspace ONE UEM with Workspace ONE Access Summarize and implement Workspace ONE productivity services into the digital workspace environment Explain the methods of enabling mobile single sign-on for endpoints managed in the digital workspace Configure Workspace ONE Access to support SAML 2.0 for federated authentication across the workforce Summarize basic troubleshooting methodologies Outline common troubleshooting techniques in the Workspace ONE UEM console Outline common troubleshooting techniques when integrating enterprise solutions in the Workspace ONE UEM console Summarize common troubleshooting strategies for Workspace ONE UEM managed devices Outline common application management troubleshooting techniques in the Workspace ONE UEM console Summarize common troubleshooting techniques for email management in the Workspace ONE UEM console Explain common troubleshooting approaches for the VMware Unified Access Gateway⢠platform and individual edge services Outline useful troubleshooting tools, such as the Self-Service Portal and VMware Workspace ONE Assist⢠In this extended five-day course, you learn how to apply the fundamental techniques for launching and maintaining an intelligence-driven, multiplatform endpoint management solution with VMware Workspace ONE© UEM. Through a combination of hands-on labs, simulations, and interactive lectures, you will configure and manage the endpoint life cycle. After the course, you will have the foundational knowledge necessary to implement Workspace ONE UEM effectively.In addition, you learn how to apply the fundamental techniques for integrating VMware Workspace ONE© Access? with Workspace ONE UEM to distribute business-critical applications securely from any device and configure access management controls. You will learn how Workspace ONE uses various authentication methods and protocols to determine user access permissions and enable single sign-on, and you will leave with an understanding of the fundamental principles of identity and access management.Finally, you learn to investigate, analyze, and determine issues that might occur with the different components of Workspace ONE UEM. Troubleshooting is the backbone of service maintenance and management. By understanding how to effectively troubleshoot product issues, administrators can understand how product services communicate and function, in turn optimizing service and software health management. Course Introduction Introductions and course logistics Course objectives Online resources and references Platform Architecture Summarize the features and functionality of Workspace ONE UEM Outline the benefits of leveraging Workspace ONE UEM Recognize the core and productivity components that make up the Workspace ONE UEM platform Summarize high availability and disaster recovery for Workspace ONE Solution Administration Navigate and customize the Workspace ONE UEM console Summarize the hierarchical management structure Explain the features and functions of Workspace ONE Hub Services Outline account options and permissions Enterprise Integrations Outline the process and needs to integrate with directory services Explain certificate authentication and practical implementation with Workspace ONE Explain the benefits of integrating an email SMTP service into the Workspace ONE UEM console Describe VMware Dynamic Environment Manager? and its architecture Onboarding Outline the prerequisite configurations in the Workspace ONE UEM environment for onboarding devices for management Outline the steps for setting up autodiscovery in the Workspace ONE UEM console Enroll an endpoint through the VMware Workspace ONE© Intelligent Hub app Summarize platform onboarding options Managing Endpoints Explain the differences between device and user profiles Describe policy management options for Windows and macOS Describe the functions and benefits of using compliance policies Explain the use cases for Freestyle Orchestrator Describe the capabilities that sensors and scripts enable Alternative Management Methods Describe the function and benefits of device staging Configure product provisioning in the Workspace ONE UEM console Understand the benefits of deploying a VMware Workspace ONE© Launcher? configuration to Android devices List the system and device requirements for Linux device management in Workspace ONE UEM Applications Describe the features, benefits, and capabilities of application management in Workspace ONE UEM Understand and configure deployment settings for public, internal, and paid applications in the Workspace ONE UEM console Describe the benefits of using Apple Business Manager content integration Describe the benefits of using server-to-client software distribution List the functions and benefits of VMware Workspace ONE© SDK Device Email List the email clients supported by Workspace ONE UEM Configure an Exchange Active Sync profile in the Workspace ONE UEM console Configure VMware Workspace ONE© Boxer settings Summarize the available email infrastructure integration models and describe their workflows Configure email compliance policies and notifications services Content Sharing Describe the benefits of using Content Gateway and the Content Gateway workflows Describe the benefits of integrating content repositories with Workspace ONE UEM Configure a repository in the Workspace ONE UEM console Maintenance Manage endpoints from the Device List View and the Device Details View pages Analyze endpoint deployment and compliance data from the Monitor Overview page Workspace ONE Access Summarize the benefits of Workspace ONE Access Outline the core features and functions that Workspace ONE Access enables Navigate the Workspace ONE Access console Explain the functions of directory integration with Workspace ONE Access Explain the various types of authentication protocols enabled by Workspace ONE Access Integrating Workspace ONE UEM and Workspace ONE Access Explain the rationale for integrating Workspace ONE UEM and Workspace ONE Access Outline the process of connecting Workspace ONE UEM and Workspace ONE Access Explain the integrations workflow Summarize the key features of an integrated solution Productivity Integrations Identify the functions enabled by Unified Access Gateway Outline the purpose of the VMware AirWatch© Secure Email Gateway? edge service Explain the features enabled by the VMware Workspace ONE© Tunnel? edge service Summarize the capabilities enabled by the Content Gateway edge service SAML 2.0 Authentication Outline authentication methods supported by Workspace ONE Access Summarize the main properties of the SAML protocol Summarize the SAML authentication workflow Explain the application single sign-on authentication workflow with SAML Mobile Single Sign-On Describe the concept of mobile single sign-on Outline mobile single sign-on workflows Intelligence and Automation Summarize the features of VMware Workspace ONE© Intelligence? Outline the benefits of using Workspace ONE Intelligence Fundamentals of Troubleshooting Workspace ONE UEM Outline software troubleshooting logic and support methods Summarize the main process flows for the Workspace ONE UEM components Explain the importance of Workspace ONE UEM process flows for troubleshooting Identify different Workspace ONE UEM log files Workspace ONE UEM Console Troubleshooting Outline the best practices for troubleshooting Workspace ONE UEM console issues Identify common issues related to group management and assignment Outline common issues related to Workspace ONE UEM console roles and system settings Understand how analytic events can be used to identity platform errors Summarize the steps for collecting and analyzing Workspace ONE UEM console logs Integration Troubleshooting Outline the common enterprise integrations in Workspace ONE UEM Outline common troubleshooting techniques for the VMware AirWatch© Cloud Connector? Troubleshoot issues related to Directory Services integration Identify directory user and groups synchronization issues Troubleshoot issues related to certificate authority integration Explain Workspace ONE Access integration and Workspace ONE Intelligent Hub troubleshooting techniques Endpoint Troubleshooting Compare the endpoint connection topologies in Workspace ONE UEM Outline useful tools and resources for endpoint troubleshooting Summarize the best practices for device enrollment troubleshooting Explain device connectivity troubleshooting techniques Understand how to identify and resolve profile-related issues Identify common compliance policy issues and potential root causes Application Troubleshooting Explain the different scoping questions for troubleshooting applications Review application management configurations Summarize the general tools and resources for application troubleshooting Describe the general logic of troubleshooting public applications Understand internal application issues and potential causes Explain purchased application troubleshooting techniques Unified Access Gateway And Edge Services Troubleshooting Review Unified Access Gateway architecture and edge service workflows Understand Unified Access Gateway general configurations Explain how to utilize Unified Access Gateway related troubleshooting tools and resources Identify
Duration 5 Days 30 CPD hours This course is intended for Operators, administrators, and architects for VMware Horizon should enroll in this course. These individuals are responsible for the creation, maintenance, or delivery of remote and virtual desktop services. Additional duties can include the implementation, support, and administration of an organization's end-user computing infrastructure. Overview By the end of the course, you should be able to meet the following objectives: Recognize the features and benefits of VMware Horizon Use VMware vSphere to create VMs to be used as desktops for VMware Horizon Create and optimize Windows VMs to create VMware Horizon desktops Install and configure Horizon Agent on Horizon desktop Configure and manage the VMware Horizon Client⢠systems and connect the client to a VMware Horizon desktop Configure, manage, and entitle desktop pools of full VMs Configure, manage, and entitle pools of instant-clone desktops Create and use Remote Desktop Services (RDS) desktops and application pools Monitor the VMware Horizon environment using Horizon Console Dashboard and Horizon Help Desk Tool Identify Horizon Connection Server installation, architecture, and requirements. Describe the authentication and certification options for a VMware Horizon environment Recognize the integration process and benefits of VMware Workspace ONE Access⢠and Horizon 8 Discuss performance and scalability options available in Horizon 8 Describe different security options for the Horizon environment Describe the features and functions of App Volumes and Dynamic Environment Manager Demonstrate the architectures of App Volumes and Dynamic Environment Manager Install and configure App Volumes Create and deploy Application Packages and writable volumes Install and configure Dynamic Environment Manager Manage application configurations, user environment settings, and personalization settings This five-day accelerated, hands-on training course is a blend of VMware Horizon© 8: Skills for Virtual Desktop Management, VMware Horizon 8: Infrastructure Administration, and VMware App Volumes?, and VMware Dynamic Environment Manager?. Eight days of content are taught in five-days of extending learning.This training collection gives you the hands-on skills to deliver virtual desktops and applications through a single virtual desktop infrastructure platform. You build on your skills in configuring and managing VMware Horizon 8 through a combination of lecture and hands-on labs. You learn how to configure and deploy pools of virtual machines and how to provide a customized desktop environment to end-users.You learn how to install and configure a virtual desktop infrastructure platform. You learn how to install and configure VMware Horizon© Connection Server? and VMware Unified Access Gateway?. You also learn how to configure a load balancer for use with Horizon and how to establish Cloud Pod Architecture.Additionally, you learn how to use App Volumes to deliver applications and data to desktops and users in seconds and at scale. You gain skills in managing application life cycles from installation to update and replacement. You also learn how to use Dynamic Environment Manager to provide personalization and dynamic policy configuration across virtual, physical, and cloud-based environments to simplify end-user profile management. Course Introduction Introductions and course logistics Course objectives Introduction to VMware Horizon Recognize the features and benefits of Horizon Describe the conceptual and logical architecture of VMware Horizon Introduction to Use Case Define a use case for your virtual desktop and application infrastructure Convert customer requirements to use-case attributes vSphere for Horizon 8 Explain basic virtualization concepts Use vSphere Client to access your vCenter Server system and VMware ESXi? hosts Create, provision, and remove a virtual machine VMware Horizon Desktops Create a Windows and a Linux virtual machine using vSphere Optimize and prepare Windows and Linux virtual machines to set up VMware Horizon desktop VMs VMware Horizon Agents Outline the configuration choices when installing Horizon Agent on Windows and Linux virtual machines Create a gold master for Windows Horizon desktops VMware Horizon Pools Identify the steps to set up a template for desktop pool deployment List the steps to add desktops to the Horizon Connection Server inventory Compare dedicated-assignment and floating-assignment pools Outline the steps to create an automated pool Define user entitlement Explain the hierarchy of global, pool-level, and user-level policies VMware Horizon Client Options Describe the different clients and their benefits Access the VMware Horizon desktop using various VMware Horizon clients and HTML Configure integrated printing, USB redirection, and the shared folders option Configure session collaboration and media optimization for Microsoft Teams Creating and Managing Instant-Clone Desktop Pools List the advantages of instant clones Explain the provisioning technology used for instant-clone desktop pools Set up an automated pool of instant clones Push updated images to instant-clone desktop pools Creating RDS Desktop and Application Pools Explain the difference between an RDS desktop pool and an automated pool Compare and contrast an RDS session host pool, a farm, and an application pool Create an RDS desktop pool and an application pool Access RDS desktops and application from Horizon Client Use the instant clone technology to automate the build-out of RDSH farms Configure load-balancing for RDSHs on a farm Monitoring VMware Horizon Monitor the status of the VMware Horizon components using the Horizon Administrator console dashboard Monitor desktop sessions using the HelpDesk tool Horizon Connection Server Recognize VMware Horizon reference architecture Identify the Horizon Connection Server supported features Identify the recommended system requirements for Horizon Connection Server Configure the Horizon event database Outline the steps for the initial configuration of Horizon Connection Server Discuss the ADAM database as a critical component of the Horizon Connection Server installation VMware Horizon Authentication and Certificates Compare the authentication options that Horizon Connection Server supports Describe the Smartcard authentication options that Horizon Connection Server supports Outline the steps to create a VMware Horizon administrator and custom roles Describe the roles available in a VMware Horizon environment Explain the role that certificates play for Horizon Connection Server Install and configure certificates for Horizon Connection Server Install and configure True SSO in a VMware Horizon environment Workspace ONE Access and Virtual Application Management Recognize the features and benefits of Workspace ONE Access Recognize the Workspace ONE Access console features Explain identity management in Workspace ONE Access Explain access management in Workspace ONE Access Describe the Workspace ONE Access directory integration Describe the Workspace ONE Access directory integration Deploy virtual applications with Workspace services VMware Horizon Performance and Scalability Describe the purpose of a replica connection server Explain how multiple Horizon Connection Server instances in a pod maintain synchronization Describe the 3D rendering options available in VMware Horizon 8 List the steps to configure graphics cards for use in a VMware Horizon environment Configure a load balancer for use in a VMware Horizon environment Explain Horizon Cloud Pod Architecture LDAP replication and VIPA Explain Horizon Cloud Pod Architecture scalability options Managing VMware Horizon Security Explain concepts relevant to secure VMware Horizon connections Describe how to restrict VMware Horizon connections. Discuss the benefits of using Unified Access Gateway List the two-factor authentication options that are supported by Unified Access Gateway List Unified Access Gateway firewall rules Describe the situation in which you might deploy Unified Access Gateway instances with one, two, or three network interfaces Overview of Application and Profile Management Profile Management Application Management Overview of App Volumes App Volumes components App Volumes Installation Overview Requirements Installing and configuring App Volumes Manager Installing the App Volumes agent Working with Application Packages Packaging Applications Maintaining Applications Working with Writable Volumes Default writable volume templates Writable volume policies at creation Updating and rescanning writable volumes Working with AppStacks Enabling AppStacks Creating and provisioning AppStacks Assigning and updating AppStacks Overriding precedence in AppStacks Overview of Dynamic Environment Manager Features and benefits VMware Dynamic Environment Manager terminology User environment settings and scope User profile scenarios Install VMware Dynamic Environment Manager Infrastructure and system requirements VMware Dynamic Environment Manager Agent (FlexEngine) requirements Group Policy configuration Management Console configuration Management Console User Interface Personalize User Profile User environment configuration Application Configuration Management Predefined and user-customized application settings Using Application Profiler Using the Self-Support Tool Using the Helpdesk Support Tool VMware Horizon Smart Policies Scope of VMware Horizon Smart Policies Configure VMware Horizon Smart Policies settings Define Smart Policies conditions Additional course details:Notes Delivery by TDSynex, Exit Certified and New Horizons an VMware Authorised Training Centre (VATC) Nexus Humans VMware Horizon 8: Deploy and Manage plus App Volumes Fast Track training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the VMware Horizon 8: Deploy and Manage plus App Volumes Fast Track course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Budgeting is more than mere vague oversight. Budgeting should deliver the corporate strategy, add shareholder value and lead to a well-run business - for the benefit of all involved in it. Effective budgeting leads to real control - effective day-to-day operational control and more. This course demonstrates what proper budgeting and operational control can do. This course will help ensure that participants: Appreciate the importance of the budgeting process Take ownership of it Use it as a daily working tool - not an annual exercise - to help run their part of the operation Improve their reporting against budget Ensure their delivery against budget 1 Objectives of budgets The budget process Stages - what is the prime aim of a budget? What is forecasting? ObjectivesPlanningImplementation 2 Budget and cost control focus Choosing objectives Links with corporate strategy Links with resource management Can the accounting systems cope? 3 Traditional budgeting and control Benefits and drawbacks The process Control and feedback Reporting - what can be expected? 4 Advanced budgeting and control Understanding the business process Taking out costs Cost awareness ZBB - as valid as ever 5 Reports Reports for action The purpose of a report Content - deliverables and feedback Culture is so important
This two-day programme gives the key insights and understanding of contracting principles and the impact they have on business and operations. The course is designed for individuals involved in or supporting contracting who want to improve their commercial management skills; individuals in functions such as project management, business development, finance, operations who need practical training in commercial management; general audiences wanting to gain a basic understanding of commercial management. This is an assessed programme, leading to the International Association for Contracts & Commercial Management (IACCM)'s coveted Contract and Commercial Management Associate (CCMA) qualification. The programme addresses 31 different subject areas, across the five stages of the contracting process. By the end of the course the participants will be able, among other things, to: Develop robust contract plans, including scope of work and award strategies Conduct effective contracting activities, including ITT, RFP, negotiated outcomes Negotiate effectively with key stakeholders, making use of the key skills of persuading and influencing and to work with stakeholders to improve outcomes Set up and maintain contract management systems Take a proactive approach to managing contracts Make effective use of lessons learned to promote improvements from less than optimal outcomes, using appropriate templates Develop and monitor appropriate and robust Key Performance Indicators to manage the contractor and facilitate improved performance Understand the approvals process and how to develop and present robust propositions Make appropriate use of best practice contract management tools, techniques and templates DAY ONE 1 Introductions Aims Objectives Plan for the day 2 Commercial context Explaining the contracting context Define the key objective The importance of contact management Impact upon the business 3 Stakeholders How to undertake stakeholder mapping and analysis Shared vision concept, How to engage with HSE, Finance, Operations 4 Roles and responsibilities Exploring the key roles and responsibilities of contract administrators, HSE, Finance, Divisional managers, etc 5 Initiating the contract cycle Overview of the contracting cycle Requirement to tender Methods Rationale and exceptions 6 Specifications Developing robust scope of works Use of performance specifications Output based SOW 7 Strategy and award criteria Developing a robust contract strategy Award submissions/criteria 8 Managing the tender process Review the pre-qualification process Vendor registration rules and processes Creation of bidder lists Evaluation, short listing, and how to use of the 10Cs© model template and app 9 Types of contract Classify the different types of contracts Call-offs Framework agreement Price agreements Supply agreements 10 The contract I: price Understanding contract terms Methods of compensation Lump sum, unit price, cost plus, time and materials, alternative methods Cost plus a fee, target cost, gain share contracts Advanced payments Price escalation clauses DAY TWO 11 Risk How to manage risks Risk classification Mitigation of contractual risks 12 Contractor relationship management session Effectively managing relationships with contractors, Types of relationships Driving forces? Link between type of contract and style of relationship 13 Disputes Dealing with disputes Conflict resolution Negotiation Mediation Arbitration 14 Contract management Measuring and improving contract performance Using KPIs and SLAs Benchmarking Cost controls 15 The contract II: terms and conditions Contract terms and conditions Legal aspects Drafting special terms 16 Managing claims and variations How to manage contract and works variations orders Identifying the causes of variations Contractor claims process 17 Completion Contract close-out process Acceptance/completion Capture the learning/HSE Final payments, evaluation of performance 18 Close Review Final assessment
To provide a fundamental understanding of building services in the context of: The working environment The success of the core business The health and safety of the occupants Operating cost and environmental impact The optimisation of cost and value Strategies for continuous improvement DAY ONE 1 Building services fundamentals The function of services in commercial buildings and their importance to the core businessElectrical servicesLightingHeatingVentilation and air conditioningLiftsWater Understanding IT and communication systems Practical exercises 2 The provision of comfort and safety Statutory requirementsHealth and safety legislationControl of contractorsRisk assessmentFire precautionsLegionella, sick building and other risks Business requirementsUnderstanding user requirementsMatching systems to business needs Practical exercises 3 Getting the design right What the FM needs to know about design and its procurementSuccessful space planningRelationship between services, space planning and designGetting the brief rightSupplier selection and management Practical exercises DAY TWO 4 Operation and maintenance Why maintain?Maintenance contractsInput and output specificationsResource optionsContracts - principal elementsTendering - key stepsSelection criteriaOperational criteriaMaintenance trends Performance-based service provisionInput and output specificationsKPIs and thresholdsRisk containmentValue-add opportunitiesPerformance contract strategy Practical exercises 5 Contingency planning Being ready for the unexpected Identifying and reducing riskInternal risksExternal risksIdentifying threats at your site Managing riskProtective systemsOccupier obligationsFire managementTesting Practical exercises 6 Commissioning services systems Physical commissioning Common problems Typical costs Commissioning stages Continuous commissioning Energy efficiency and the scope for environmental improvement Practical exercises 7 Satisfying the occupants Obtaining and responding to feedbackWhen to get feedbackWhyHowWhat to do with it Practical exercises 8 'Air time' Sharing experience and addressing specific issues of interest to participants Course review Close
This course follows the Institute of Occupational Safety and Health's syllabus. A one-day programme, it is suitable for all people at all levels in the workplace and gives a basic introduction to the principles of environmental management. On successful completion of the course, participants will be able to: Understand the terms 'environment' and 'pollution' Understand the terms 'hazard' and 'risk' related to the environment Better appreciate environmental issues generally, and specifically in respect of their organisation Identify hazards to the environment from working practices Outline the procedures/controls necessary to prevent damage to the environment 1 What is the environment? - putting the environment in context Key environmental issues and how we contribute Definition of the environment 2 Working with the environment What is pollution? Sources, receptors and pathways Environmental consequences workshop - identifying the environmental consequences of our working practices Environmental risk assessment Effective control mechanisms 3 Protecting the environment - Environmental Management Systems What is an Environmental Management System (EMS)? What are the benefits of having an EMS? EMS structure and models Identifying what elements of EMS your company has and how they work Roles and responsibilities 4 Choice of module Option 1: Organisation-specific moduleThis module can be used to introduce environmental concepts that are specific to your activities and operations, and will be compiled through discussion with your organisation Option 2: Environmental best practiceIf no organisation-specific module is required, or if participants from a number of organisations attend, generic operational environmental best practices can be covered instead. Areas covered include waste management, fuel storage and use, hazardous materials, emissions to air and water and environmental incidents
This one-day workshop will give you a better understanding of the components and operations of an Access database. It is designed to build on a user's existing skills and includes useful action queries to allow greater manipulation of a database. This workshop will help participants: Ensure the integrity of their databases Manage field properties Use the query functions effectively Save time with the query expression builder Create different types of query more quickly Design better forms Link expressions in forms Create better and more useful reports Import and export tables more easily 1 Table relationship integrity Identifying relationships Identifying criteria for data integrity Applying referential integrity Managing relationship join types 2 Table field properties Field properties overview Using input mask field Using default value fields Using field validation rules 3 Query functions Running aggregate function calculations Running sum, average, count, max and min functions Grouping calculated data 4 Query calculations Using query operators and expressions Adding calculated fields to a query Using the query expression builder 5 Action queries Creating make table queries Creating append queries Creating update queries Creating delete queries 6 Designing forms Adding form controls Aligning and arranging form controls Adding pictures and labels to forms Adding new fields to a form Controlling tab order Adding command buttons Adding a combo box control Formatting data using conditional formatting 7 Form expressions (calculations) Using the form expression builder Working with a property sheet within a form Linking expressions within a form 8 Working with reports Creating reports with the report wizard Inserting report fields Formatting fields Inserting report headers and footers Working with a property sheet within a report 9 Grouped reports Creating groups with the report wizard Sorting grouped data Grouping alphabetically Grouping on date intervals Creating sub reports Adding calculations to groups 10 Importing and exporting tables Importing tables into Access Exporting tables from Access Importing and linking data in Access
Businesses that don't control their costs don't stay in business. How well are you doing? Is everyone in your organisation sufficiently aware of costs, managing them effectively and maximising opportunities to reduce them? If there is scope for improvement, this course will help get you back on track. It will demonstrate that cost reduction is so much more than cost control and cost cutting. True cost management is about being aware of costs, seeking to reduce them through good design and efficient operating practices whilst taking continuing action on overspending. This course will develop the participants' skills in: Being aware of costs at all times Seeking cost reduction from the start (including life-cycle costing) Appraising projects / production to identify and take out risk Understanding real budgeting Using techniques such as ZBB and ABC where appropriate Ensuring cost reports lead to action Managing a cost reduction process that delivers Benefits to the organisation will include: Identification of cost reduction and business improvement opportunities Better reporting and ownership of costs Greater awareness and control of everyday costs 1 Introduction - the cost management process The risks of poor cost control Capital and revenue costs The importance of cost awareness The importance of cost reduction Cost management - the key aspects How to build a cost management and control process checklist for your areas of responsibility 2 Cost removal - taking out costs Cost awareness Costs of poor design / poor processes Value engineering Removing redundant costs 3 The need for commercial, technical and financial appraisals Understand the problems before cash is committed and costs incurred Making the effort to identify commercial and technical risk The time value of money - DCF techniques for long term projects Cost models for production processes and projects Costing models - project appraisals The use of spreadsheets to identify sensitivity and risk How to focus on risk management 4 Budgeting - proper budgeting challenges costs The philosophy of the business - are costs an issue? The importance of having the right culture The need for detailed business objectives Budgetary control measures Designing budget reports - for action 5 Zero-based budgeting (ZBB) - the principles Much more than starting with a clean sheet of paper What ZBB can achieve The concept of decision packages - to challenge business methods and costs Only necessary costs should be incurred A review of an operating budget - demonstrating what ZBB challenges and the costs it may lead to being taken out 6 Awareness of overheads and other costs Definitions of cost - direct and indirect Dealing with overheads - what is meant by allocation, absorption or apportionment? The apparent and real problems with overheads Different ways of dealing with overheads Review of overhead allocation methods and accounting and reporting issues 7 Overheads and product costing Activity-based costing (ABC) - the principles Where and how the ABC approach may be helpful Know the 'true' cost of a product or a project Should you be in business? Will you stay in business? Identifying weaknesses in a traditional overhead allocation How ABC will help improve product or service costing Identifying which products and activities should be developed and which abandoned 8 Cost reduction culture The need for cost reports What measures can be used to identify over-spends as early as possible Cost control performance measures and ratios 9 Design of cost control reports Reports should lead to action and deliver Selecting cost control measures which can be acted upon Practice in designing action reports 10 Course summary - developing your own cost action plan Group and individual action plans will be prepared with a view to participants identifying their cost risks areas and the techniques which can be immediately applied to improve costing and reduce costs
Masterclasses? Refreshers? Introductions? It depends what you're looking for and where you want to pitch them, but here are six tried-and-tested highly focused sessions that organisations can take individually or as a series, to help develop their teams' project management capabilities one topic at a time. Objectives for each individual session are set out below, as part of the session outlines. Taken together, as a series, however, these modules are an ideal opportunity to develop your team's levels of project management capability maturity, whether that's by introducing them to the basic principles, refreshing them on best practice, or giving them the opportunity to really drill down into a specific area of challenge in your particular operating environment. Session outlines 1 Stakeholder management Session objectives This session will help participants: Understand why stakeholders matter to projects Be able to identify and engage stakeholders Be able to categorise stakeholders by their significance 1 Key principles What does 'stakeholder' mean - in theory? What does this mean in practice? Why stakeholders matter Consequences of missing stakeholders The stakeholder management process:IdentifyAssessPlanEngage 2 Identifying stakeholders Rapid listing CPIG analysis PESTLE analysis Drawing on the knowledge and experience of others Other ways to identify stakeholders 3 Assessing stakeholders Which stakeholders are significant? Stakeholder radar Power-interest maps Power-attitude maps 4 Planning The adoption curve Dealing with obstacles Who should engage which stakeholder? How should the project's organisation be structured? How will communication happen? 5 Engaging Seven principles of stakeholder engagement 2 Requirements and prioritisation Session objectives This session will help participants: Understand how clarity of requirements contributes to project success Use different techniques for prioritising requirements Agree requirements with stakeholders Manage changes to requirements 1 Understanding and managing stakeholder needs and expectations What are 'requirements'? What is 'requirements management'? Sources of requirements - and the role of stakeholders Are stakeholders sufficiently expert to specify their needs? Do they understand the detail of what they want, or do they need help to tease that out? What do stakeholders want to achieve? Working within constraints Prioritising requirements - three techniques 2 MoSCoW prioritisation 'Must have', should have', 'could have, 'won't have this time' When to use MoSCoW 3 The Kano Model Customer satisfaction - 'attractive' and 'must-be' qualities When to use Kano 4 Value-based prioritisation Understanding risk v value Using risk v value to prioritise features and schedules 5 Agreeing requirements Perfect v 'good enough' Establishing acceptance criteria Requirements traceability Agreeing project scope 6 Changing requirements Why requirements change Why change control matters Impact on projects A formal change control process Paying for change - managing change for different types of project 3 Estimating Session objectives This session will help participants: Understand the different purposes estimates satisfy Be able to use different estimating techniques Understand how to achieve different levels of accuracy 1 Key principles What's an estimate? Informed guesswork What needs to be estimated? Costs, resources, effort, duration Tolerances Precision v accuracy 2 Estimating through the lifecycle Start Plan Do 3 Early estimates Comparative ('analogous') estimating Parametric estimating Using multiple estimating techniques 4 Bottom-up estimating Bottom-up ('analytical') estimating Pros Cons 5 Three-point estimating Three-point ('PERT': Programme Evaluation and Review Technique) estimating Uncertainty and the range of estimates Calculating a weighted average Three-point with bottom-up 4 Scheduling Session objectives This session will help participants: Understand how to create a viable schedule Be able to use different forms of schedule Understand the concept of the critical path 1 Key principles The planning horizon Rolling wave planning Release planning 2 Viable scheduling Creating a viable schedule Define the scope Sequence the work Identify the risks and build in mitigations Identify the resources Estimate the effort and durations Check resource availability Refine until a workable schedule is produced 3 Critical path analysis The critical path Network diagrams Sequence logic Practical application:Network diagram with estimated durationsThe 'forward pass'The 'backward pass'Calculating total floatIdentifying the critical pathCalculating free float Gantt charts 5 Risk and issue management Session objectives This session will help participants: Understand the difference between risks and issues Be able to identify and assess risks Understand ways of mitigating risks Manage issues 1 Key principles Understanding risk Threats and opportunities The risk management processPreparation - proactive risk managementThe process - identify, assess, plan, implementStakeholder communication Roles and responsibilities Risk management strategy The risk register Risk appetite 2 Risk identification Brainstorming Interviews Assumption analysis Checklists 3 Risk assessment and prioritisation Probability, impact and proximity Triggers Qualitative risk assessment Qualitative impact assessment Qualitative probability assessment Probability / impact grid Bubble charts Risk tolerance 4 Planning countermeasures To mitigate or not to mitigate? Categories of risk response Avoid and exploit Reduce and enhance Transfer Share Accept Contingency Secondary risks 5 Issue management What is an issue? Tolerances Issues and tolerances The PRINCE2 view of issues Ownership of issues An issue management process Issue register 6 Budgeting and cost control Session objectives This session will help participants: Understand what to include in a budget - and why Choose - and use - the appropriate estimating technique Align the budget with the schedule Understand how to monitor spend and control costs Trouble-shoot effectively to get projects back within budget Session format Flexible. The session can be tailored to the participants' average level of project management maturity - a 60-minute session (delivered virtually) is an effective introduction. A 90-minute session allows for more in-depth treatment. A half-day session (face-to-face or virtual) gives time for a more challenging workshop, particularly to discuss specific cost control issues with any of the participants' current projects. 1 Where is the money coming from? Can we pay from revenue? Do we need to borrow? How long will the project take to pay back? The lifecycle of the budget Through-life costs Stakeholder involvement 2 Estimating costs Reminder: the relationship between estimates Reminder: possible estimating techniques What do we need to estimate?PeopleEquipmentMaterialsFacilities and operating costsWork package estimateEstimated project costs Estimating agile projects 3 Aligning budget and schedule Scheduling and financial periods Spreading the budget 4 Reserves and agreeing the budget Contingency reserve Management reserve Agreeing the budget 5 Cost control Planned spend over time Actual spend over time Work completed over time Evaluating different scenarios: delivery v spend 6 Trouble-shooting Why are we where we are? What has caused the project to spend at the rate it is? Why is it delivering at the rate it is? What are the root causes? What can we do about it?