The Professional Services Learning Institute

When companies invest in an enterprise software solution, the selection of the right product is just one driver of project success. Ensuring that the project team, system administrators, report writers, and end-users are able to effectively utilize and adopt the system is just as important as the technology itself. Our Professional Services Learning Institute team can provide the necessary foundation for success by informing smart system design during the implementation and by driving rapid user adoption once the system goes live.

Recognizing the importance of training to support our clients’ success, ELM Solutions has a dedicated in-house training organization, the Professional Services Learning Institute, that offers a comprehensive and holistic approach to training throughout each customer’s implementation, as well as ongoing training offerings for clients in production. Potential training services include:

  • Project kickoff training services meant to educate new clients on their solution as part of the requirements-gathering process
  • Subject matter expert training support throughout an implementation and ongoing after deployment
  • User functional training as well as process and role-based training, offering the right level of training, at the right time, to the right audience
  • Learning options tailored specific to Client design - not a one-size-fits-all program or offering
  • A variety of training delivery options that include virtual live-hosted training, client site training, and virtual self-paced training
  • Training reinforcement programs for Clients in production to aid in user adoption of the solution

For more information, contact your Wolters Kluwer ELM Solutions account manager. 

Training offerings include:

  • Training types
  • Training consultation
  • Course offerings
  • Project kickoff training services – Includes training for key business and IT stakeholders who will participate in the requirements and design phases of the implementation
  • Implementation training services – Our subject matter experts train user acceptance testing (UAT) participants and end-users based on the client’s specific software configuration and key business processes
  • Open enrollment training – Recurring technical training for system administrators, system designers, and report developers offered up to 3 times per year in our Houston location
  • Custom user materials – Training instructional materials and user booklets can be produced in custom format representing client business process and system design
  • On-demand learning – Self-serve custom e-learning developed in Articulate360 Rise and/or Storyline
  • Ongoing learning support – Post-deployment user adoption services and subject matter expert training support can be provided to support Client system adoption objective

Because Passport® and TyMetrix® 360° are powerful technology solutions that support the unique and complex needs of the largest companies in the world, each client’s implementation and configuration is different. Our training services include the ability to consult with clients to fully assess their training needs and build an appropriate training program and curriculum for their users and technical staff. This results in the development of a training plan that is designed to identify the roles, actions, and functions to be trained and a curriculum plan designed to achieve our clients’ goals for their system and operations.

The Learning Institute can also customize training content and curriculum, including course materials, eLearning solutions, and how-to animations to reflect a client’s specific Passport or TyMetrix 360° configuration. This can include ongoing support to maintain all custom training materials and programs and keep them up-to-date with the configuration changes that a client makes to its solution over time.

The Learning Institute offers the following training consulting and custom training services:

  • Training project management
  • Training plan development
  • Client-specific course development and delivery
  • Client-specific eLearning solution development
  • Deployment planning
  • Learning assessments and learning remediation services

The Learning Institute has developed and offers a full range of standard courses and documentation, some of which can be customized to reflect a client’s specific software configuration. Courses available to Passport or TyMetrix 360° system administrators, system designers, report writers, and end-users include:

  • End-user and administrator application training
  • End-user and administrator module training
  • System configuration training (for developers)
  • Basic reporting training
  • Advanced reporting training (for developers)

* Open Enrollment technical training courses are taught in Houston; clients are responsible for their own travel and lodging. Clients may elect for virtual live hosted training or dedicated training at their location where fees may apply.

Open enrollment training*

Instructor-led course offerings


TyMetrix 360° Technical Training

  Course title Course description Location
Register TyMetrix 360° Network Administration Training: Role-Based Training for Legal Operations Resources The new TyMetrix 360° Network Admin role-based training has been designed to focus on resources who are part of their legal operations team who manage the solution on a day-to-day basis and those who assist them such as IT resource partners. The course now focuses on both micro and macro-level actions a legal operations team might perform as the system administrators of the TyMetrix 360° solution for their company. In-Person at Wolters Kluwer – Houston or Virtual Live Training
Register TyMetrix 360 Analytics – Reporting Essentials (Powered by Power BI) This interactive virtual training is designed for day-to-day users of Power BI who want to confidently engage with reports, personalize their experience, and manage basic administrative tasks. As Power BI continues to evolve toward on-demand and self-serve reporting, this course empowers participants to take full advantage of its intuitive features without needing advanced technical expertise. Virtual, Instructor-Led
Register TyMetrix 360° Attorney Training: Role-Based Training for Legal Professionals The new TyMetrix 360° attorney role-based training has been designed for in-house attorneys responsible for matter oversight, outside counsel collaboration, legal spend review, and case outcomes. Using a realistic breach-of-contract litigation scenario, the course follows the lifecycle of a legal matter from initial assessment through resolution and closure. Attorneys learn how to use matter and spend management capabilities together to perform their day-to-day responsibilities more efficiently, monitor legal spend, collaborate with outside counsel, and report on matter outcomes and outside counsel performance. Virtual, Instructor-Led
Register

TyMetrix 360° Paralegal Training: Role-Based Training for Legal Support Professionals

 The new TyMetrix 360° paralegal role-based training has been designed for paralegals who maintain matter records, coordinate legal activity, manage documentation, and support legal spend workflows. Using a realistic breach-of-contract dispute that evolves into litigation, the course follows the complete lifecycle of a matter from intake through resolution and closure. Participants learn how matter management and spend management work together to support attorneys, outside counsel, and the broader legal organization. The training focuses on the day-to-day responsibilities’ paralegals perform to ensure accurate matter information, effective collaboration, timely activity tracking, and efficient support of legal operations processes. Virtual, Instructor-Led

TyMetrix 360° Advanced Reporting Please contact your Account Manager or Client Success Manager regarding options for advanced report writing training support.  



Passport Technical Training

  Course title Course description Location
Register Passport System Administration ("Admin Toolkit"): Role-Based Training for Legal Operations Resources The new Passport System Admin role-based training has been designed to focus on resources who are part of their legal operations team who manage the solution on a day-to-day basis and those who assist them such as IT resource partners. The course now focuses on both micro and macro level actions a legal operations team might perform as the system administrators of Passport for their company. In-Person at Wolters Kluwer – Houston or Virtual Live Training
Register Passport Configuration Training ("Designer Toolkit") This course provides technical resources with an understanding of how to use the Passport Designer Toolkit to perform non-code configuration for Passport such as new screens, fields, and more
 In-Person at Wolters Kluwer – Houston or Virtual Live Training
Register Passport Attorney Training: Role-Based Training for Legal Professionals The new Passport attorney role-based training has been designed for in-house attorneys responsible for matter oversight, outside counsel collaboration, strategic legal decision-making, and case outcomes. Using a realistic breach-of-contract litigation scenario, the course follows the lifecycle of a legal matter from intake through resolution and closure. Attorneys learn how to leverage Passport to manage matters more effectively, collaborate with internal and external stakeholders, monitor key matter activity, review legal outcomes, and maintain visibility into the progress and status of their legal work. The training focuses on the practical, day-to-day responsibilities attorneys perform throughout the matter lifecycle, helping them work more efficiently while improving oversight and accountability

 

 Virtual, Instructor-Led
Register Passport Paralegal Training: Role-Based Training for Legal Support Professionals The new Passport paralegal role-based training has been designed for paralegals who maintain matter records, coordinate legal activity, manage documentation, and support attorneys throughout the matter lifecycle. Using a realistic breach-of-contract dispute that evolves into litigation, the course follows a legal matter from intake through resolution and closure. Participants learn how to use Passport to organize matter information, manage documents and correspondence, track tasks and deadlines, coordinate with outside counsel, and ensure critical matter details remain accurate and up to date. The training focuses on the day-to-day activities paralegals perform to support attorneys and maintain a reliable source of truth for legal matter information. Virtual, Instructor-Led

*Wolters Kluwer reserves the right to reschedule training events if the planned number of attendees is below our minimum thresholds. If an event requires rescheduling, we will communicate approximately two weeks before the scheduled training.
Back To Top