CCH ProSystem fx Knowledge Connect - Best Practices Consulting

This course focuses on ensuring a smooth and successful implementation of CCH KnowledgeConnect by addressing not only the administrative settings of the system, but the firm policies that must be adjusted to create efficiencies around the use of CCH KnowledgeConnect.

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

Objectives

• Assess your current state of knowledge management.
• Understand system setup requirements, including system roles, communities and subcommunities, business rules, system tools and integration.
• Effectively manage the CCH KnowledgeConnect system.
• Identify the key factors for a successful implementation.