PROFESSIONAL SERVICES

Expert Guidance and Care to Help Your Organization Make the Most of Your LiquidPlanner Purchase

We offer professional services for teams who seek additional onboarding support or training or who have complex technical requirements.

Whether you are looking for assistance loading projects into LiquidPlanner, optimizing your workspace, training your team, or documenting business rules, our professional services group can help get you up and running sooner.

Introducing new tools and processes can be challenging. To ensure your organization is set up for success, we offer support with the following:

Loading historical and in-flight projects into LiquidPlanner for the first time
Building out your workflow and workspace architecture
Defining and documenting the business processes surrounding the use of LiquidPlanner in your organization (the LP Playbook)
Training users
Creating Dashboards and Analytics reports
Optimizing mature workspaces

À La Carte Professional Services

Individual Training Sessions—$500 each

Offered live via screen share, these sessions include a detailed followup with applicable resources and are recorded for future reference.

Workspace Workshop

Your team will learn hands-on everything they need to know to start architecting the workspace, including methodology, plan structure, and suggested workflows.

Workspace Consultation

We'll walk through your workspace with you, help you refine the structure, and make suggestions to increase efficiency.

Team Essentials

Project contributors will learn core skills in LiquidPlanner that increase productivity, collaboration, and visibility.

Advanced Training

Intermediate users will receive in-depth instruction on filtering and an overview of reporting capabilities.

Analytics Reports

Administrators and managers will learn how to configure custom Analytics reports.

Dashboard Creation

Intermediate users will find out how to customize Dashboards to show progress, risks, financial data, and more.

Bootcamp Admin Training—Pricing upon Request

This course is ideal for LiquidPlanner administrators who want to learn how to configure a LiquidPlanner workspace and prepare their team for a successful LiquidPlanner rollout. LiquidPlanner onboarding experts will come to you to deliver hands-on group training that is tailored to your team’s needs. This package includes lessons on building out a template project, learning key admin functionality, setting up data customization, creating a LiquidPlanner Playbook and roll-out plan, and building reports and Dashboards.

Course Details

Two days of on-site sessions
Created for LiquidPlanner team administrators

Prerequisites

A Welcome Call with a LiquidPlanner customer success manager
Completed LiquidPlanner log-in credentials for all training participants

Course Outline

Day One

Building a project schedule and setting up Templates
Setting up Package structure for prioritization and workflow
Configuring Custom Fields, Activities, and Tags for data customization
Determining how your team members will use LiquidPlanner
Establishing business rules for your LP Playbook

Day Two

Creating a kickoff plan
Setting up admin tools in the LiquidPlanner Settings
Customizing project reports data in Analytics
Using Baseline View to compare project data at kickoff versus the current state
Setting up and sharing project information using Dashboards

Custom Professional Services—Pricing upon Request

We offer advanced implementation services for teams that want additional onboarding assistance or need help with technical requirements.

Bundle of flexible training/consultation hours to include a custom combination of activities that include the following:
- Workspace setup and configuration
- End user training and rollout
- Ongoing optimization/iterative refinements to the workspace
- Advanced skills/reporting
- Custom Dashboards and Analytics training and consultation
- Technical support (SSO configuration, API usage, etc.)
Defined implementation guided by a designated customer success manager
Customized product training in your workspace
Data migration services or technical setup led by a technical consultant
On-site consulting and training

Cherise came onsite to train our managers and team members. She had a strong understanding of what our company does and how we utilize LiquidPlanner. Cherise made training fun and engaging, and she offered many tips to improve how we use the system. Great job, Cherise, and thank you, LiquidPlanner!

Christopher Gilbert, Associate Engineer & Team Leader

Central Hudson Gas & Electric Corporation

The LP team was very flexible and worked with me closely during the initial rollout phase to create tailored training plans for our five different sites. This collaboration and the on-site training helped to ensure user acceptance and successful implementation of LiquidPlanner.

Isaiah Larson, Portfolio Strategist

Detroit Reman

The LiquidPlanner team quickly understood our requirements and helped us to customize the workspace to meet our needs. The Quick Start sessions were vital, allowing us to initially ‘dip our toes in the water’ before adoption throughout the organization at a pace which met the requirements of the business.

Nik Newark, Vice President of Engineering

Trustonic

LEARN MORE

Get in touch with us today to set up a discovery session with a professional services consultant to determine what services are right for your organization.