CCH Axcess Workstream - Best Practices Consulting

Designed to ensure a smooth implementation, a CCH consultant guides your implementation leaders through important setup decisions. Customers gain a head start on using CCH Axcess Workstream to its full potential and learn how to implement our recommended best practices for creating projects.

Type: Single Client Training
Advanced Preparation: None
Prerequisites Required: None
Field of study: Business Management & Organization
Program/Course Level: Basic

Objectives

• Assess implementation goals
• Discuss setup items you need to complete for a successful implementation
• Understand Project Types, Templates and Worksteps
• Create and edit projects
• Improve project workflow processes
• Use the implementation checklist to create a Workstream specific to-do list
• Begin editing the Policies & Procedures Guide (6 or 8 hour BP only)