Support - Education and Training

Courses

The following course offerings are designed to

• Give Business Partners the tools they need to sell, implement and support Westbrook Technologies' products and services.
• Give customers the tools they need to get the most out of the investment in their Westbrook Technologies document management solution, including the ability to support and grow their Fortis implementation.

Westbrook Technologies University courses require basic knowledge of the Windows operating system environment, industry-related hardware and software experience and a general understanding of the concepts of scanning, imaging and content management. Some courses also require basic knowledge of Windows networking and other criteria as specified in the prerequisites listed with each course description.

Partner Courses

• Sales and Product Knowledge Strategic Sales Training User Education

  Technical Qualified Fortis Professional (QFP) Fortis Options

  Advanced Technical Integration Workshop Fortis EnableIt Technical Training

Customer Courses

• Product Knowledge User Education Customized User Education

  Support and Administration Qualified Fortis Administrator (QFA) Internet Qualified Fortis Administrator (iQFA) FortisOptions

  Advanced Technical Integration Workshop Fortis EnableItTechnical Training

Customized User Education

• The end users of a Fortis implementation are the true test of success. However, if they aren't properly trained, they won't use the product; there won't be wide-spread adoption. The first step in making sure users rapidly adapt to the changes in their daily tasks brought on by Fortis is to empower them with the knowledge of what Fortis can do. For that, we have our User Education course. The second step is to ensure they know exactly what Fortis tasks are involved in their new processes. For that, we have Customized User Training, where users learn how Fortis fits into their new daily processes.

  Class length and content is determined based on the needs of the user base. 

  Customized training can be made up of several short, task-specific sessions attended by only the people performing those specific tasks. Employees might need to attend several of the sessions to cover all required tasks.

  As an alternative, we can customize our User Education class by using a copy of your database(s) and your sample documents.

  We will tailor our class to meet your needs.

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Fortis EnableIt Technical Training

• The Fortis EnableIt Technical Training course is very intensive, focusing on overall deployment of the Fortis EnableIt product from setup and automation building to packaging, deployment and troubleshooting. It is fast-paced and requires strong knowledge of programming.

• Length:	tailored to customers needs
  Cost:	call for pricing
  Audience:	Class is open to Partners and customers Partners: consulting and technical support personnel Customers: advanced MIS staff
  Prerequisite(s):	Advanced Windows operating system skills, solid understanding of Windows networking, strong understanding of hands-on programming with specific focus on VB, .NET, and C++ technologies and concepts
  Recommended:	Knowledge of document management industry-related hardware and experience in technical support or consulting
  Completion:	Attendance at all three days of this course is required to become Fortis EnableIt certified
  Note:	Successful completion of this course is required in order to purchase Composite Studio builder which allows for EnableIt projects to be created and deployed; an annual subscription model is also available to Partners
  Class Outline
  Sign up for our Fortis EnableIt Technical Training. Click Here

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Fortis Options

• This hands-on course covers document-centric workflow design and implementation methods, along with Fortis Inflo's process mapping techniques. Fortis CDExpress is covered to allow data and documents to be copied to an off-line Fortis View Station for sharing with and distribution to non-Fortis users. Data capture tools, including Fortis Planet, Fortis Data Entry Assistance, and Fortis Update Assistance, as well as other output tools, including Fortis DocPack and Fortis Query2XLS, are also covered.

• Length:	three days
  Cost:	$1,800
  Audience:	Class is open to Partners and customers Partners: consulting and technical support personnel Customers: advanced MIS staff, system administrators, database administrators, and support technicians
  Prerequisite(s):	Partners: Qualified Fortis Profession (QFP) certification Customers: Qualified Fortis Administrator (QFA) certification
  Recommended:	Certified Document Imaging Architect (CDIA+)
  Completion:	Attendance at all three days of this course is required to become Fortis Inflo and Options certified
  Note:	Partners: successful completion of this course is required in order for a QFP to provide professional services to a customer that has purchased Fortis options
  Sign up for our Fortis Options Training. Click Here

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Integration and Customization Workshop

• As technology continues to evolve, companies are realizing the benefits of integrating their primary business applications. Westbrook Technologies' Integration Workshop is a unique setting where developers learn from developers. This approach offers hands-on technical instruction providing the skills necessary to integrate and customize Fortis-based solutions.

• Length:	tailored to customers needs
  Cost:	call for pricing
  Audience:	Class is open to Partners and customers Partners: developers Customers: advanced MIS staff, system administrators, database administrators, and developers
  Prerequisite(s):	Partners: Qualified Fortis Profession (QFP) certification Customers: Qualified Fortis Administrator (QFA) certification Both: attendees must have a solid understanding of object-oriented, scripting, and Web-based programming languages, and database access via programmatic objects
  Recommended:	Certified Document Imaging Architect (CDIA+)
  Completion:	Attendance at all four days of this course is required
  Note:	Successful completion of this course is required in order to receive detailed integration white papers, the Fortis table map, and Fortis table definition documentation
  Class Brief
  Sign up for our Integration and Customization Workshop Training. Click Here

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Qualified Fortis Administrator (QFA)

• The course begins with two days focused on the end-user functionality of Fortis. The remainder of the time is spent learning administration and maintenance of the system, including understanding best practices for good system and database design techniques, and learning the procedure for setting up a Fortis client workstation. Class is primarily hands-on, and includes a look at several of the most popular options that can be added to a Fortis implementation.

• Length:	Five days
  Cost:	$3,000
  Audience:	Class is open to customers Advanced MIS staff, system administrators, database administrators, and support technicians
  Prerequisite(s):	Basic Windows operating system skills
  Recommended:	Advanced Windows operating system skills including an understanding of basic Windows networking concepts
  Completion:	Attendance at all five days of this course is required to become QFA certified
  Class Outline
  Sign up for our Qualified Fortis Administrator Training. Click Here

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Internet Qualified Fortis Administrator (iQFA)

• This course is intended to allow you to learn about Fortis from your home or office, at your own pace, taking as much time as you like. There are nine recorded sessions, Fortis product manuals, exercises and PowerPoint presentation available from our Web site after you register for class. The materials cover the end-user functionality of Fortis, and administration and maintenance of the system. Questions about the materials can be sent to university@westbrooktech.com and are answered by one of our experienced staff to ensure you get the most out of your learning experience.

• Cost:	$3,000 (9 session discount)
  Cost:	$295 (per session - no discount)
  Sign up for our Internet Qualified Fortis Administrator Training. Click Here
  Internet Qualified Fortis Administrator class downloads. Click Here

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Qualified Fortis Professional (QFP)

• This course begins with four three-hour Webinars focused on the end-user functionality of Fortis.  The remainder of the time, five days in the classroom, is spent learning administration and maintenance of the system, including understanding best practices for good system and database design techniques, and comprehensive instruction for installation of servers and workstations. Class is primarily hands-on, and culminates in a practical evaluation that includes a Fortis system design exercise and a written exam, both to test comprehension of the Fortis product suite.

• Length:	Four half-day Webinars Five days in classroom
  Cost:	$3,000
  Audience:	Class is open to Partners Consulting and technical support personnel
  Prerequisite(s):	Advanced Windows operating system skills and solid understanding of Windows networking concepts
  Recommended:	Certified Document Imaging Architect (CDIA+) and experience in technical support or consulting
  Completion:	Attendance at all four Webinars and all five days of this course, a passing grade on the written exam and successful completion of the design project is required to become QFP certified
  Note:	Successful completion of this course is required for a Partner to achieve Business Partner status and provide professional services to a customer that has purchased Fortis; an individual must successfully complete this course to be able to provide processional services to a customer that has purchased Fortis
  Sign up for our Qualified Fortis Professional Training. Click Here

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Strategic Sales Training (SST)

• This course focuses on the techniques of successful solution selling specific to document management. Specific vertical-market talk-tracks, PowerPoints and case studies are provided to attendees in order to focus sales activities on pain point recognition. Competitive analysis of the document management industry is explored to give attendees a strong grasp of product positioning against competition.

• Length:	Three days
  Cost:	$1,800
  Audience:	Class is open to Partners Sales personnel
  Prerequisite(s):	Strong sales skills, grasp of document management concepts and understanding of solutions sales concepts
  Recommended:	Certified Document Imaging Architect (CDIA+) and User Education
  Completion:	Attendance at all three days of this course is required
  Sign up for our Custom Development Services Training. Click Here

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User Education

• The end users of a Fortis implementation are the true test of success. However, if they aren't properly trained, they won't use the product; there won't be wide-spread adoption. The first step in making sure users rapidly adapt to the changes in their daily tasks brought on by Fortis is to empower them with the knowledge of what Fortis can do. Attendees will learn various methods to bring documents into Fortis and identify and organize them for later retrieval. They will also learn how to find and manage their documents after they are in the system. They will leave class with a thorough understanding of the end-user functionality of Fortis.

• Length:	Two days
  Cost:	$1,200
  Audience:	Class is open to Partners and customers Partners: sales personnel Customers: end users
  Prerequisite(s):	Basic Windows operating system skills
  Recommended:	Understanding of document management concepts, and how Fortis will be used
  Completion:	Attendance at both days of this course is required to become a certified Fortis user
  Sign up for our User Education Training. Click Here

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