CPI’s Onsite Workamajig® Training curriculum is based on the best practice methodology we’ve developed after more than 9 years of using the Workamajig technology. While we base our Onsite Trainings in our standard curriculum, we customize each training to meet the unique needs of our agency clients. Our customized Onsite Trainings take into account our knowledge of our agency client’s operations, workflow, roles and responsibilities, billing and reporting needs, and more, and are reinforced by a detailed User Manual that includes not only the specific how-to’s of the training, but also our best practice methodologies, reminders, gotchas and things to watch out for.
ONSITE PROJECT MANAGEMENT TRAINING
Project Management is the backbone of the Workamajig technology; without properly trained Project Managers, it can be very difficult to use the Workamajig system in the most effective way. We focus our Onsite Trainings in Project Management Best Practices, including Scheduling, Estimating, Budget to Actual Management, using Purchase Orders, understanding Billing and Revenue Recognition, and Resourcing. Our training focuses on more than just the buttons to push; we weave in best practices for roles and responsibilities, ownership and accountability, key processes to implement both inside and outside of the Workamajig system, as well as the specific details of how to use the various Project Management features of the tool.
ONSITE ACCOUNTING TRAINING
If Project Management is the backbone of Workamajig, then Accounting is its heart; without a well designed and properly setup Accounting side, it is nearly impossible to get actionable data out of the system. Our Onsite Accounting Training includes detailed explanations of how Workamajig’s system integration works between Project Management and Accounting, as well as thorough direction on complex accounting functionalities like Work in Progress, progress-based Revenue Recognition, and principles of Revenue and Expense matching. In addition, we train the specific details for how to properly create client invoices, process vendor invoices, use Purchase Orders, process credit card transactions, and all other standard accounting functionalities, as well as how to run and analyze project, client, and company financial and operational reports.