Workflow Fundamentals
Viewpoint contains a lot of pre-decision relevant information. Using this data directly in workflows, all users are efficiently and easily guided through even the most complex tasks. Any and all relevant information and documentation are made available to them in a single window.
This course take you through the fundamental principles of how to use Viewpoint Workflow and includes some scenarios of workflows using in practice.
Workflow Fundamentals
Viewpoint contains a lot of pre-decision relevant information. Using this data directly in workflows, all users are efficiently and easily guided through even the most complex tasks. Any and all relevant information and documentation are made available to them in a single window.
This course take you through the fundamental principles of how to use Viewpoint Workflow and includes some scenarios of workflows using in practice.
Course Instructor
Richard has over 25 years in technology consulting with 20 years being spent in offshore financial services and consulting on ViewPoint.
Richard’s experience covers all ViewPoint modules and 200+ implementations across a wide range of finance verticals including Corporate and Trust Administration, Director Services, RTA, Captive Insurance, Time and Billing, Service Company Accounting, Client Accounting, Investment Accounts, Compliance, AEOI, Regulatory and Statutory Reporting.
He is an experienced Business Consultant, Business Analyst, Data Analyst, SQL Developer, Application Support Specialist and Project Manager.
Course Instructor
Richard has over 25 years in technology consulting with 20 years being spent in offshore financial services and consulting on ViewPoint.
Richard’s experience covers all ViewPoint modules and 200+ implementations across a wide range of finance verticals including Corporate and Trust Administration, Director Services, RTA, Captive Insurance, Time and Billing, Service Company Accounting, Client Accounting, Investment Accounts, Compliance, AEOI, Regulatory and Statutory Reporting.
He is an experienced Business Consultant, Business Analyst, Data Analyst, SQL Developer, Application Support Specialist and Project Manager.
Accessibility
If you have a disability or a personal circumstance that will affect your learning in this course, please let us know as soon as possible so that we can discuss the best ways to meet your needs. We can discuss your requirements with your course administrator so that that suitable measures and solutions can be put in place to enhance your learning.
Email us on info@vantage.ky or contact your internal course coordinator to discuss your learning needs.