32094 Courses

Duration 2 Days 12 CPD hours This course is intended for It is appropriate for Managers, Executives, Project Managers, Business Analysts, Business and IT stakeholders working with analysts, Quality and process engineers, technicians, managers; supervisors, team leaders, and process operators. Overview Describe business process improvement (BPI) business drivers.Plan, manage and close requirements for a Business Process Improvement project Understand the essential elements of a successful BPI initiative.Identify candidate business processes for improvement.Understand the essential elements of a successful BPI initiative.Identify candidate business processes for improvement.Apply a methodology to business process improvement projects. This 2-day course aims at introducing its attendees to the core values, principles, and practices of Business Process Improvement. Introduction - A Business Process Improvement (BPI) Overview Why are we here today? What is BPI? Benefits of BPI Specific challenges/obstacles and successes Process improvement examples: Industry specific examples Famous debacles to avoid and successes to emulate Your role in helping to identify problems Overview of the Joiner 7-Step Method What is the Joiner 7-Step Method? Walkthrough of the Joiner 7-Step Method Template: Introduce and review Process Improvement Template Case Study Exercise: Read and discuss introduction to the Case Study Step #1: Initiate the Project Types of business problems typically encountered at insurance companies and banks How to recognize a business-related problem Identifying the gaps (delta between current and future states) Ownership of the project and the business problem Defining measurable success criteria Case Study Exercise: Complete the Problem Statement section (Step #1) of the template Step #2: Define Current Situation What are symptoms of a problem? Looking for symptoms of the problem Performing Stakeholder Analysis Technique: View a RACI Matrix Defining the impacts caused by the problem Technique: Business Process Modeling (As-Is) Understand how to draw an As-Is Business Process Model Case Study Exercise: Complete the Define Current Situation section (Step #2) of the template Step #3: Identify Root Causes What are root causes? Performing Root Cause Analysis Technique: Fishbone Diagram using the cafeteria example Case Study Exercise: Discuss a Fishbone Diagram Technique: Pareto Chart (discuss and show example) Case Study Exercise: Complete the Identify Root Causes section (Step #3) of the template Step #4: Develop Solutions Identifying options for problem resolution Avoid jumping to conclusions Technique: Brainstorming Case Study Exercise: Conduct a Brainstorming Session Recognizing pros and cons for each option Technique: Kempner-Tregoe (?Must-Have? vs. ?Nice-to-Have?) Case Study Exercise: Determine best solution using a ?simple? Kempner-Tregoe model Case Study Exercise: Complete the Develop Solutions section (Step #4) of the template Step #5: Define Measurable Results Prototyping the solution Technique: Business Process Modeling (To-Be) Measuring results against the success criteria (Step #1) Case Study Exercise: Review changes to an As-Is Business Process Model Case Study Exercise: Complete the Define Measurable Results section (Step #5) of the template Step #6: Standardize Process Defining how the process will be documented Plan and understand organizational readiness Discuss how employees are empowered to identify and act upon their ideas Identifying follow-up needs (i.e., training) for the staff that will be impacted Technique: Communication Plan Case Study Exercise: Complete the Standardize Process section (Step #6) of the template Step #7: Determine Future Plans Monitoring the process for Continuous Process Improvement (The ?Plan-Do-Check-Act? Cycle) Understand how to sustain the improvements made by the Joiner 7-Step Method Technique: PDCA form Case Study Exercise: Complete the Determine Future Plans section (Step #7) of the template Going Forward with a Plan of Action Identifying process problems in your organization Individual Exercise: Name three (3) possible areas for improvement Prioritize and define the next steps Individual Exercise: Using a new template complete Step 2 & Step 3 for one possible area for improvement you have identified

Duration 2 Days 12 CPD hours Overview At course completion, you will be able to: Set up a company Set up and manage inventory Invoice and process payments Customize forms Create reports Track and pay sales tax Prepare payroll In this course you will learn the features in QuickBooks Pro and Premier 2022. First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2022. Getting Started Starting QuickBooks Setting QuickBooks Preferences Components of the QuickBooks Operating Environment Using QuickBooks Help Identifying Common Business Terms Exiting QuickBooks Setting Up a Company Creating a QuickBooks Company Using the Chart of Accounts Working with Lists Creating Company Lists Working with the Customers & Jobs List Working with the Employees List Working with the Vendors List Working with the Item List Working with Other Lists Managing Lists Setting Up Inventory Entering Inventory Ordering Inventory Receiving Inventory Paying for Inventory Manually Adjusting Inventory Selling Your Product Creating Product Invoices Applying Credit to Invoices Emailing Invoices Setting Price Levels Creating Sales Receipts Invoicing for Services Setting Up a Service Item Changing the Invoice Format Creating a Service Invoice Editing an Invoice Voiding an Invoice Deleting an Invoice Entering Statement Charges Creating Billing Statements Automated Send Statements Processing Payments Displaying the Open Invoices Report Using the Income Tracker Receiving Payments for Invoices Making Deposits Handling Bounced Checks Working with Bank Accounts Writing a QuickBooks Check Voiding a QuickBooks Check Using Bank Account Registers Entering a Handwritten Check Transferring Funds Between Accounts Reconciling Checking Accounts Entering and Paying Bills Using QuickBooks for Accounts Payable Using the Bill Tracker Entering Bills Paying Bills Entering Vendor Credit Handling Expenses Managing Receipts Memorizing Transactions Entering a New Memorized Transaction Editing a Memorized Transaction Deleting a Memorized Transaction Grouping Memorized Transactions Using a Memorized Transaction Printing the Memorized Transaction List Customizing Forms Creating a Custom Template Modifying a Template Printing Forms Using Other QuickBooks Accounts Other QuickBooks Account Types Working with Credit Card Transactions Working with Fixed Assets Working with Long-Term Liability Accounts Using the Loan Manager Creating Reports Working with QuickReports Working with Preset Reports Sharing Reports Exporting Reports to Microsoft Excel Printing Reports Creating Graphs Creating QuickInsight Graphs Using QuickZoom with Graphs Working with the Sales Graph Customizing Graphs Printing Graphs Tracking and Paying Sales Tax Using Sales Tax in QuickBooks Setting Up Tax Rates and Agencies Indicating Who and What Gets Taxed Applying Tax to Each Sale Determining What You Owe Paying Your Tax Agencies Preparing Payroll with QuickBooks Using Payroll Tracking Setting Up for Payroll Setting Up Employee Payroll Information Setting Up a Payroll Schedule Writing a Payroll Check Printing Paycheck Stubs Tracking Your Tax Liabilities Paying Payroll Taxes Preparing Payroll Tax Form Using the EasyStep Interview Using the EasyStep Interview Using Online Banking Setting Up an Internet Connection Setting Up Bank Feeds for Accounts Viewing, Downloading, and Adding Online Transactions Creating Online Payments Transferring Funds Online Canceling Online Payments Managing Company Files Using QuickBooks in Multi-user Mode Setting Up Users and Passwords Setting a Closing Date Sharing Files with an Accountant Updating QuickBooks Backing Up and Restoring a Company File Condensing a Company File Estimating, Time Tracking, and Job Costing Creating Job Estimates Creating an Invoice from an Estimate Displaying Reports for Estimates Updating the Job Status Tracking Time Displaying Reports for Time Tracking Tracking Vehicle Mileage Displaying Vehicle Mileage Reports Displaying Other Job Reports Writing Letters Using the Letters and Envelopes Wizard Customizing Letter Templates

Establishing Your Personal Brand Who are we? Does our 'brand,' or what others see in us, advertise our project management and leadership strengths? This video explores personal branding and why it is important for establishing relationships with clients and our network of work associates. This and other IIL Learning in Minutes presentations qualify for PDUs. Some titles, such as Agile-related topics may qualify for other continuing education credits such as SEUs, or CEUs. Each professional development activity yields one PDU for one hour spent engaged in the activity. Some limitations apply and can be found in the Ways to Earn PDUs section that discusses PDU activities and associated policies. Fractions of PDUs may also be reported. The smallest increment of a PDU that can be reported is 0.25. This means that if you spent 15 minutes participating in a qualifying PDU activity, you may report 0.25 PDU. If you spend 30 minutes in a qualifying PDU activity, you may report 0.50 PDU.

Improving Business Writing - How to Write Communications That Are Retrieved, Read and Remembered The writing skills that are taught in school are much different than the writing skills needed for effective business communications. This video introduces a four-stage writing process that utilizes headlining, bottom lining, and chunking techniques to improve the effectiveness of project, program, and business communications. This and other IIL Learning in Minutes presentations qualify for PDUs. Some titles, such as Agile-related topics may qualify for other continuing education credits such as SEUs, or CEUs. Each professional development activity yields one PDU for one hour spent engaged in the activity. Some limitations apply and can be found in the Ways to Earn PDUs section that discusses PDU activities and associated policies. Fractions of PDUs may also be reported. The smallest increment of a PDU that can be reported is 0.25. This means that if you spent 15 minutes participating in a qualifying PDU activity, you may report 0.25 PDU. If you spend 30 minutes in a qualifying PDU activity, you may report 0.50 PDU.

The School of Hard Knocks - Career Path Development for Business Analysts Everywhere I go Business Analysts and aspiring Business Analysts ask, what do I need to succeed as a BA? How can I best advance my career path? This 20 minute presentation will provide you with 5 specific activities to consider to advance your Business Analysis Career. This and other IIL Learning in Minutes presentations qualify for PDUs. Some titles, such as Agile-related topics may qualify for other continuing education credits such as SEUs, or CEUs. Each professional development activity yields one PDU for one hour spent engaged in the activity. Some limitations apply and can be found in the Ways to Earn PDUs section that discusses PDU activities and associated policies. Fractions of PDUs may also be reported. The smallest increment of a PDU that can be reported is 0.25. This means that if you spent 15 minutes participating in a qualifying PDU activity, you may report 0.25 PDU. If you spend 30 minutes in a qualifying PDU activity, you may report 0.50 PDU.

Countdown of the Top 10 Organizational Enablers to Drive a Culture of Innovation Based on her years of experience as a global Program Management executive and adviser to the C-suite, Sara will present a countdown of the top 10 organization enablers to drive innovation. In doing so, she will focus on a broad range of organizational aspects, such as: People, Collaboration, Leadership styles, Best practices, Techniques, Performance indicators, and Technology. All of these can be used as a tool to drive a culture of innovation within an organization. This and other IIL Learning in Minutes presentations qualify for PDUs. Some titles, such as Agile-related topics may qualify for other continuing education credits such as SEUs, or CEUs. Each professional development activity yields one PDU for one hour spent engaged in the activity. Some limitations apply and can be found in the Ways to Earn PDUs section that discusses PDU activities and associated policies. Fractions of PDUs may also be reported. The smallest increment of a PDU that can be reported is 0.25. This means that if you spent 15 minutes participating in a qualifying PDU activity, you may report 0.25 PDU. If you spend 30 minutes in a qualifying PDU activity, you may report 0.50 PDU.

Countdown of the Top 10 Organizational Enablers to Drive a Culture of Innovation Based on her years of experience as a global Program Management executive and adviser to the C-suite, Sara will present a countdown of the top 10 organization enablers to drive innovation. In doing so, she will focus on a broad range of organizational aspects, such as: People, Collaboration, Leadership styles, Best practices, Techniques, Performance indicators, and Technology. All of these can be used as a tool to drive a culture of innovation within an organization. This and other IIL Learning in Minutes presentations qualify for PDUs. Some titles, such as Agile-related topics may qualify for other continuing education credits such as SEUs, or CEUs. Each professional development activity yields one PDU for one hour spent engaged in the activity. Some limitations apply and can be found in the Ways to Earn PDUs section that discusses PDU activities and associated policies. Fractions of PDUs may also be reported. The smallest increment of a PDU that can be reported is 0.25. This means that if you spent 15 minutes participating in a qualifying PDU activity, you may report 0.25 PDU. If you spend 30 minutes in a qualifying PDU activity, you may report 0.50 PDU.

Dynamic Stakeholder Engagement Stakeholder engagement is one of the most important success criteria of any project or change initiative, yet it is often subsidiary to other processes or Participantd downward to managers and staff. Worse yet, it can be set up as a step-by-step, mechanical or uni-directional push communication process. Engaging stakeholders is a planned and highly adaptive organic process that seeks to touch each individual impacted by the change. Successful stakeholder engagement guides individuals to find and communicate their own motivation, embrace the change, and carry it forward. It is that dynamic that causes the change to happen and progress. This and other IIL Learning in Minutes presentations qualify for PDUs. Some titles, such as Agile-related topics may qualify for other continuing education credits such as SEUs, or CEUs. Each professional development activity yields one PDU for one hour spent engaged in the activity. Some limitations apply and can be found in the Ways to Earn PDUs section that discusses PDU activities and associated policies. Fractions of PDUs may also be reported. The smallest increment of a PDU that can be reported is 0.25. This means that if you spent 15 minutes participating in a qualifying PDU activity, you may report 0.25 PDU. If you spend 30 minutes in a qualifying PDU activity, you may report 0.50 PDU.

Project Team Collaboration with SharePoint Are you a project manager with a team scattered around the globe? Are you using SharePoint just as a document repository? We will show you how to easily collaborate with your team by easily setting up a SharePoint site. This and other IIL Learning in Minutes presentations qualify for PDUs. Some titles, such as Agile-related topics may qualify for other continuing education credits such as SEUs, or CEUs. Each professional development activity yields one PDU for one hour spent engaged in the activity. Some limitations apply and can be found in the Ways to Earn PDUs section that discusses PDU activities and associated policies. Fractions of PDUs may also be reported. The smallest increment of a PDU that can be reported is 0.25. This means that if you spent 15 minutes participating in a qualifying PDU activity, you may report 0.25 PDU. If you spend 30 minutes in a qualifying PDU activity, you may report 0.50 PDU.

Project Team Collaboration with SharePoint Are you a project manager with a team scattered around the globe? Are you using SharePoint just as a document repository? We will show you how to easily collaborate with your team by easily setting up a SharePoint site. This and other IIL Learning in Minutes presentations qualify for PDUs. Some titles, such as Agile-related topics may qualify for other continuing education credits such as SEUs, or CEUs. Each professional development activity yields one PDU for one hour spent engaged in the activity. Some limitations apply and can be found in the Ways to Earn PDUs section that discusses PDU activities and associated policies. Fractions of PDUs may also be reported. The smallest increment of a PDU that can be reported is 0.25. This means that if you spent 15 minutes participating in a qualifying PDU activity, you may report 0.25 PDU. If you spend 30 minutes in a qualifying PDU activity, you may report 0.50 PDU.