CCH ProSystem fx Knowledge Connect - Post-Implementation

This course focuses on making any necessary adjustments to your firm’s CCH KnowledgeConnect system based on early experiences with the application. After reviewing your firm’s feedback, the consultant will suggest ways to maximize 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

• Evaluate the firm’s usage of CCH KnowledgeConnect
• Identify top user
• Review and make adjustments to communities, subcommunities, business rules and system roles
• Establish long-term goals for continued success