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CCH KPI Monitoring: Consultancy (10089949/10089950)

CCH KPI Monitoring
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ConfigurationInstallationsConsultancyCourse Outlines

    Overview

    Depending on the individual requirements of the practice, the practical and interactive consultancy will cover the following areas: -

    • Amending standard alerts to suit your practice
    • Creating bespoke alerts to your individual requirements
    • Training on CCH KPI Monitoring to allow you to create/amend alerts
    • Process consultancy & helping with idea generation for alert creation

    The consultancy participants should have a clear understanding of the business’s requirements relating to CCH KPI Monitoring.

    Course Duration: The consultancy is run in sessions. If on-site the consultancy will be sold in multiples of 2 sessions. The number of sessions required by your practice will be sized by our consultants before your order is processed. Usually, approximately 5 alerts based on an existing event pack can be created in 1 session. Each session will last up to 3 hours. Bespoke alert creation will be sized individually. 

    Key Objectives (dependent on requirements)

    • To review practice processes and idea generation for alerts
    • Create required alerts for the practice
    • To ensure participants know how to carry out the creation/maintenance of alerts in the future
    • To advise on the best use of the features within CCH KPI Monitoring  

    Pre-requisites

    Attendees should adhere to the Training session Guidelines.

    All attendess should have a good understanding of CCH KPI Monitoring and the processes within the practice. 

    If the consultancy is to include training on setting up alerts, they should also have an understanding of the databases which they wish to alert on.

    SQL knowledge is also required if they are planning on creating their own alerts.

    Who is this course designed for? 

    Employeess / CCH users  who are involved in the creation of alerts or who have an interest in how CCH KPI Monitoring can be used within the practice.

    Note: The number of sessions will depend on the requirements of your practice

    Related documents

    KPI Monitoring: Terms and Conditions
    KPI Monitoring: Terms and Conditions
    CCH KPI Monitoring Upgrade v10.6.4
    This document is a guide for IT professionals on upgrading an existing installation of the KPI Monitoring software to the latest version (10.6.4). It outlines the necessary preparations, including checking the current version and backing up databases. The update process includes steps such as downloading the installer, running setup, and confirming the upgrade. It emphasizes the requirement for full administration rights and advises clearing the browser cache post-installation. Users must also obtain a password from support to access the installer. The guide ensures a systematic update and verification of the new version's installation.
    What is CCH KPI Monitoring?
    CCH KPI Monitoring is a Business Activity Monitoring software designed for accountants, automating redundant tasks and providing real-time business insights. It helps improve efficiency, minimize risks, and enhances decision-making by monitoring systems 24/7 and delivering customizable alerts for crucial business metrics. New features in version 10 include advanced alerting systems and reporting capabilities. The software allows firms to focus on growth by managing client-related information seamlessly. Additionally, case studies and an ROI calculator are available to demonstrate its effectiveness and potential benefits.
    CCH KPI Monitoring : Administration
    The KPI Monitoring Administration document details the functionalities of the KPI Monitoring Administration Module, which enables user access control, alert configurations, SQL Server reporting setup, integration with Exact Synergy, and holiday scheduling. It outlines the roles and user management system, including permissions for creating events and managing data access. The document also explains email, SMS, and report configurations, along with application settings for system diagnostics. Additionally, it covers linked servers for database connections, automated cleanup tasks, and provides guidelines for troubleshooting and technical support resources.
    CCH KPI Monitoring: Generating and Delivering Reports, Forms and Documents
    The document outlines the features and processes for generating and delivering reports, forms, and documents using KPI Monitoring. It details the capabilities of producing scheduled and triggered reports from Crystal Reports and SSRS without requiring installations on the monitoring server. Key points include the setup of report parameters, which types of data sources are compatible, guidelines for report generation and delivery, and methods for email and FTP distribution. It emphasizes the importance of designing triggers for data conditions and highlights the report creation process with examples, ensuring effective automation in business reporting.