Support - Education and Training

Fortis Partner Courses

The following course offerings are designed to give Westbrook partners the tools they need to sell, implement and support Westbrook Technologies' products and services. Westbrook Technologies 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 User Education Fortis User Fast Track Webinars

  Technical Qualified Fortis Professional (QFP) Qualified Fortis Professional Refresher (QFPR) Fortis Options

  Advanced Technical Integration Workshop Fortis EnableIt Technical Training

User Education

• The end users of a Fortis implementation are the true test of its success. However, if they aren't properly trained, they won't use the product to its full potential. Westbrook's User Education course ensures that users have the knowledge to get the most from the Fortis solution. Westbrook partners may also benefit from course. 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:	Please call your Westbrook DOS for pricing
  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

• back to top

Customized User Education

• Customized User Education ensures that users rapidly adapt to the changes in their daily tasks and business processes resulting from the Fortis implementation. 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. Customized training can be provided via the Web.
• back to top

Fortis User Fast Track Webinars

• This course comprises 14 sessions, offering a comprehensive course to ensure that Fortis customers can quickly take advantage of the full range of Fortis capabilities. Designed to allow users to attend only those sessions pertaining to their responsibilities, attendees will learn various Fortis features specific to their job tasks, whether they be bringing documents into Fortis, identifying and organizing them, or retrieving them. Designed as lecture and demonstration presentations, each session has time built in to allow for questions at the end of the session.

• Length:	14 one-hour Webinars
  Cost:	Please call your Westbrook DOS for pricing
  Audience:	Class is open to Partners and customers Partners: sales personnel Customers: end users
  Prerequisite(s):	Basic Windows operating system skills; several individual sessions require attendance at one or more previous session
  Recommended:	Understanding of document management concepts, and how Fortis will be used
  Click here for session descriptions.

• back to top

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 (Afternoon Only, 1:30 – 4:30) Five days in classroom
  Cost:	Please call your Westbrook DOS for pricing
  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
  Class Outline

• back to top

Qualified Fortis Professional Refresher (QFPR)

• This course covers enhancements and new features added to the core Fortis product during approximately the previous two years. Each topic will be discussed to address business case and best practices for implementation, as well as being detailed in a hands-on environment to ensure its use is thoroughly understood. Time will also be spent reviewing some of the more detail-rich portions of Fortis, including user functions, security, and files and directories. Class culminates in a written exam.

• Length:	Five half-day Webinars
  Cost:	Please call your Westbrook DOS for pricing
  Audience:	Class is required for all active and expired QFPs in order to retain or regain QFP certification for another two years
  Prerequisite(s):	A current or expired QFP certification
  Recommended:	QFPs expired more than two years should attend QFP class rather than QFPR
  Completion:	Attendance at all five Webinars and a passing grade on the written exam is required to recertify for a two-year period
  Note:	If QFPR is not completed successfully, the full QFP class must be attended and successfully completed to retain or regain QFP certification

• back to top

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:	Please call your Westbrook DOS for pricing
  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 four 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

• back to top

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:	Please call your Westbrook DOS 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

• back to top

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:	Please call your Westbrook DOS 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 outline

• back to top