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Last update: Training and Consultancy
CCH Compliance Pack Implementation
This document outlines an implementation session aimed at assisting users with the effective set up of CCH Tax and Accounting software. The session will cover best practices, compliance options, pre-configuration checks, data migration discussions, and training opportunities. Key objectives include reviewing current processes and confirming tasks and responsibilities. Target participants are decision-makers and managers. The session lasts up to three hours and includes an agenda focused on operations, data security, compliance training, and useful resources such as eLearning and webinars.
Training and Consultancy
CCH Software Technical Training Online
This document outlines training workshops designed to enhance the technical knowledge of IT teams managing the CCH Central Suite, an essential application for business operations. The workshops provide insights into the suite's structure, management best practices, and technical architecture. Topics covered include module breakdown, update processes, SQL database management, and backup strategies. The training is conducted remotely, ensuring no disruption to end users, and aims to empower technical teams with the skills necessary for effective suite management.
Training and Consultancy
CCH Document Database Split Service
This document outlines the management of large document databases within the CCH Central suite, focusing on performance and security enhancements through Microsoft SQL Server Filestream technology. Key benefits include faster backups, enhanced security, and flexible database growth. The service involves creating new databases for each year while retaining older ones, ensuring efficient data management. It also details the preparation and post-service steps, including user login requirements and backup procedures. The service is typically performed remotely, with options for minimizing downtime. An email summary and database status will be provided post-service.
Training and Consultancy
Guidelines for onsite training courses/consultancy
This document outlines guidelines for maximizing the benefits of onsite training and consultancy sessions, particularly regarding CCH Central. It details the hardware requirements, including the need for a computer capable of accessing CCH Central, a projector or large screen, and individual devices for each delegate if hands-on participation is involved. Additionally, it emphasizes the importance of testing connectivity prior to the session, and stresses meeting etiquette such as minimizing distractions for an effective learning environment.
Training and Consultancy
Guidelines for online training courses/consultancy
This document provides guidelines for online training sessions, including delegate participation limits based on session format. It details hardware requirements for delegates, emphasizing the need for internet access and working audio/microphone capabilities. Connectivity testing prior to meetings is advised to ensure software compatibility. Remote connection procedures and meeting etiquette are highlighted, encouraging muted microphones except when speaking, webcam use, and interactive participation. Overall, it aims to ensure a smooth and engaging online training experience.
OnboardingTraining and Consultancy
Training, Consultancy or Support? Which one do I require?
This document provides guidance on choosing between training, consultancy, or support services offered by Wolters Kluwer. It outlines the purpose of each option: training focuses on specific software areas and best practices, consultancy offers personalized advice and process optimization, and support provides help through various resources, including a support portal and project/account managers. Each section emphasizes the importance of selecting the right option based on specific needs and suggests using available online resources for enhanced understanding and assistance.
Training and Consultancy
Consultancy Access service overview
Consultancy Access is a premium, efficient service providing professionals and organizations with expert guidance on specific challenges through brief, focused consultations lasting 30-45 minutes. Clients gain one-on-one access to seasoned consultants for actionable insights, making it ideal for targeted questions, early-stage planning, or decision validation. The service offers a structured yet flexible format, promoting confidentiality and efficient use of resources. Booking is straightforward, involving communication with an account manager to discuss specific needs. This service aims to empower clients to move forward with clarity and confidence, without the commitment of lengthy consultations.