RapidResponse Training Catalog

Transcription

1 RapidResponse Training Catalog

2 Contents About RapidResponse Training... 4 RapidResponse Roles... 4 Consumers... 5 Contributors... 6 Contributors + RapidResponse Applications... 6 Authors... 8 Basic Authors... 8 Advanced Authors... 9 Administrators System Administrators User Administrators Data Administrators SAP Data Administrators RapidResponse Training Course Descriptions RapidResponse Foundation Courses Introduction to RapidResponse Data Simulation Collaboration and Responsibility Alerting and Scheduling Reports RapidResponse Mobile Client Engineering Change Manager RapidResponse Application Courses Sales & Operations Planning Aggregate Supply Planning Demand Planning Statistical Forecasting Inventory Management Inventory Planning & Optimization Capacity Planning (Constraints) i

3 Managing Demand and Demand Changes Managing Supply and Supply Changes Managing Bills of Material RapidResponse Basic Authoring Courses RapidResponse Data Model RapidResponse Authoring Fundamentals Resource Authoring Fundamentals Extras Dashboard Authoring Process Orchestration Responsibility Configuration for Authors and Administrators Scorecard Authoring Supplier Collaboration RapidResponse Advanced Authoring Courses RapidResponse Authoring Advanced RapidResponse Authoring Worksheet Customization RapidResponse Authoring Metric Workbooks and Scorecards RapidResponse Authoring Charts and Dashboards Automatic Data Modifications using Workbooks RapidResponse Authoring Worksheets for Importing Data Automation Tasks Intermediate User Topics RapidResponse Developer Topics RapidResponse System Administration Courses System Administration RapidResponse User Administration Courses User Administration Responsibility Configuration for Authors and Administrators RapidResponse Data Administration Courses Data Administration Introduction Data Administration Mapping Preprocessed Data ii

4 Data Administration Operations Automation Tasks RapidResponse SAP Data Administration Courses Data Administration Mapping Raw Data (SAP) Data Administration Extracting Data (SAP) Data Administration Transforming Data (SAP) iii

5 About RapidResponse Training Training is available as instructor-led courses at your site or at the Kinaxis training facilities in Ottawa, Canada. All courses are also available for delivery through a virtual classroom. The virtual classroom is a cost-effective way to provide the best training to more members of your team. The training is delivered over the Internet and led by a Kinaxis instructor, and allows for student-instructor interaction, providing all the value of an in-person classroom training session, without the need to travel. In addition, registered members can access training videos on the Kinaxis Supply Chain Expert Community. RapidResponse Roles RapidResponse training is organized by role. Each role has a training path to guide you through the recommended courses for that role. Consumers view reports in RapidResponse. Contributors solve business issues through simulation and collaboration. Authors create and modify RapidResponse resources, including worksheets, filters and dashboards. Administrators support and maintain RapidResponse systems, users, and data. Legend (Courses marked with a vertical red bar are MANDATORY.) (Courses marked with a vertical grey bar are OPTIONAL.) The grey arrows indicate prerequisite courses within a path; the course to the left of an arrow is a prerequisite for the course to the right of the arrow. RapidResponse Training Catalog 4

6 Consumers Consumers view and interact with reports and dashboards in RapidResponse, and receive alerts to be notified when business conditions change. At the completion of this program, participants can: View and interact with reports and dashboards in RapidResponse Receive alerts to be notified when business conditions change Participate in basic collaboration in RapidResponse Registered members can also access the following training videos on the Kinaxis Supply Chain Expert Community: RapidResponse Mobile Client» RapidResponse Training Catalog 5

7 Contributors Contributors perform what-if analyses to simulate various business outcomes and initiate collaborations to solve business problems in RapidResponse. = Courses to the left of an arrow are prerequisites for the course to the right. At the completion of this program participants can: View and interact with reports and dashboards in RapidResponse Create and receive alerts to be notified when business conditions change Participate in collaborations within RapidResponse Use scenarios to perform what-if analyses Modify data using scenarios Update, commit and track changes in scenarios Manage personal scenarios in RapidResponse Registered members can also access the following training videos on the Kinaxis Supply Chain Expert Community: RapidResponse Mobile Client» Engineering Change Manager» Contributors + RapidResponse Applications Contributors can take the following additional courses on RapidResponse applications. Contributor courses» RapidResponse Training Catalog 6

8 = Courses to the left of an arrow are prerequisites for the course to the right. RapidResponse Training Catalog 7

9 Authors Basic Authors Basic Authors create or modify basic RapidResponse resources for end users, including workbooks and worksheets, filters, dashboards, and charts. Contributor courses» The course to the left of the arrow is a prerequisites for the course on the right At the completion of this program, participants can: Perform all tasks associated with the Contributor role Understand the database design concepts in the RapidResponse data model Understand how data is organized, table and field types and critical tables in the RapidResponse data model Understand the basic RapidResponse analytic calculations Create basic workbooks and worksheets in RapidResponse Create basic filters, dashboards and charts in RapidResponse Registered members can also access the following training video on the Kinaxis Supply Chain Expert Community: Resource Authoring Fundamentals Extras» Dashboard Authoring» Process Orchestration» Responsibility Configuration for Authors and Administrators» Scorecard Authoring» Supplier Collaboration» RapidResponse Training Catalog 8

10 Advanced Authors Advanced Authors create and modify advanced RapidResponse resources for end users, including composite worksheets, workbook variables, worksheets for importing data, workbooks to automatically modify data, metric workbooks and worksheets, and scorecards. Contributor courses» Basic Author courses» At the completion of this program, participants can: Perform all tasks associated with the Intermediate Author role Understand & manipulate control table settings for fundamental RapidResponse analytics: yield & scrap, safety stock, multi-site planning, multi-sourcing, MPS, CTP, and full-level pegging Create advanced composite worksheets in RapidResponse Use advanced functions in RapidResponse resource creation Registered members can also access the following training videos on the Kinaxis Supply Chain Expert Community: RapidResponse Training Catalog 9

11 Automation Tasks» Intermediate User Topics» RapidResponse Developer Topics» RapidResponse Training Catalog 10

12 Administrators System Administrators System Administrators configure and manage global RapidResponse system settings and support Data Administrators. Consumer course» User Administrators User Administrators create and manage user accounts and user access within RapidResponse. Consumer course» At the completion of this program, participants can: Create and manage users and user groups Manage user and group hierarchies to support data security requirements Assign and manage user access to resources and permissions Support end users access to RapidResponse Registered members can also access the following training video on the Kinaxis Supply Chain Expert Community: Responsibility Configuration for Authors and Administrators» RapidResponse Training Catalog 11

13 Data Administrators Data Administrators set up data integration between RapidResponse and source systems and monitor and maintain data and data integrity in RapidResponse. Consumer course» = Courses to the left of an arrow are prerequisites for the course to the right. At the completion of this program participants can: Perform all the tasks associated with the contributor role Load and map preprocessed data into RapidResponse from multiple source systems Monitor data load and data integrity Configure RapidResponse analytics and validate results to ensure accurate planning data Monitor and maintain RapidResponse on an ongoing basis Registered members can also access the following training video on the Kinaxis Supply Chain Expert Community: Automation Tasks» SAP Data Administrators SAP Data Administrators use the Integration Toolkit to set up automatic data modifications and map, extract, and transform SAP data. Contributor courses» Basic Author courses» Advanced Author courses» Data Administrator courses» RapidResponse Training Catalog 12

14 = Courses to the left of an arrow are prerequisites for the course to the right. At the completion of this program, participants can: Load raw data into RapidResponse from SAP Transform raw SAP data to RapidResponse required data Monitor data load and data integrity Configure RapidResponse analytics and validate results to ensure accurate planning data RapidResponse Training Catalog 13

15 RapidResponse Training Course Descriptions RapidResponse training courses are only available to Kinaxis customers, and partners; Kinaxis reserves the right to reject training requests from any individual or organization that does not fit into those two categories. If you do not see the class you need or to request private classes please contact us at Kinaxis Knowledge Services. RapidResponse Foundation Courses Introduction to RapidResponse This video series introduces new users to the concepts and functions that they need to understand to work effectively in RapidResponse. The videos show how to sign in, navigate, find, and understand information in reports and print or export that information. Tools for communication, collaboration, and simulation are introduced. This course provides a foundation for all users to build on as they acquire whatever specialized RapidResponse skills they need, and it is a prerequisite for all other RapidResponse training. This course is available free of charge on the Kinaxis Supply Chain Expert Community. Data Simulation This course covers using scenarios in RapidResponse to perform what-if analyses. Participants learn how to edit different types of data, such as calculated and summarized values, and currency information. The course also covers evaluating the results of changes, tracking changes, and committing changes once a course of action has been selected. Additional video content is available on the Kinaxis Supply Chain Expert Community. RapidResponse Training Catalog 14

16 Collaboration and Responsibility This course covers how to use RapidResponse to: Initiate a collaboration with other users to solve business problems Participate in a collaboration exercise Use RapidResponse Message Center in the collaboration exercises View conflicting data changes Conclude the collaboration exercise and generate an activity report Track responsibility for data using responsibility definitions Alerting and Scheduling Reports This course covers how to use RapidResponse to create alerts that monitor data in worksheets, scorecards, and dashboard widgets. Participants learn how to generate reports according to a schedule, and prioritize the order reports are generated in. Participants also learn how to view error log information and how to share, give, import, and export alerts they have created. Additional video content is available on the Kinaxis Supply Chain Expert Community. RapidResponse Data Model RapidResponse Mobile Client This video series introduces the RapidResponse Mobile Client (HTML5-based). This course is available free of charge on the Kinaxis Supply Chain Expert Community. RapidResponse Training Catalog 15

17 Engineering Change Manager This video series covers how to use Engineering Change Manager to determine the optimal time to phase in an engineering change. This course is available free of charge on the Kinaxis Supply Chain Expert Community. RapidResponse Training Catalog 16

18 RapidResponse Application Courses Sales & Operations Planning This course covers how to manage the overall S&OP process. Participants work through task flows to initiate an S&OP cycle, update the annual plan, rebalance demand to supply, conduct the executive S&OP meeting, and end the S&OP cycle. Aggregate Supply Planning This course covers how to review and evaluate supply plan shortages, collaborate on gating key components and constraints, identify and resolve supply plan excesses, and finalize and publish the constrained supply plan. Sales & Operations Planning This course is not currently scheduled. If you would like to take this course when it becomes available, please contact us at Kinaxis Knowledge Services. Demand Planning This course covers how to address the challenges related to creating a consensus demand plan. Participants step through task flows to condition sales data, assess the risk associated with each forecast category, adjust the weights for each demand category, adjust demand planning parameters, and create the consensus demand plan. RapidResponse Training Catalog 17

19 Sales & Operations Planning Statistical Forecasting This course covers how to condition sales data, collect demand input, generate a statistical forecast, define NPI/EOL, conduct consensus demand planning, and approve a consensus demand plan. Sales & Operations Planning Demand Planning Inventory Management This course covers to maintain minimum acceptable inventory levels, and monitor actual and planned inventory to targets. In addition, participants will step through task flows to eliminate any unrequired inventory, including excess and obsolete inventory. RapidResponse Training Catalog 18

20 Inventory Planning & Optimization This course covers how to determine optimal inventory strategies and policies and maintain customer service levels. Participants step through task flows to support inventory planning and optimization using Single-echelon inventory planning (SEIP) and Multi-echelon Inventory Optimization (MEIO). Inventory Management This course is not currently scheduled. If you would like to take this course when it becomes available, please contact us at Kinaxis Knowledge Services. Capacity Planning (Constraints) This course covers how to create and view constraints, and analyze the impact of constraint changes. Participants step through task flows to identify and resolve limited capacity conditions. In addition, participants collaborate with others to simulate and evaluate adjustments. Managing Demand and Demand Changes This course covers how to use RapidResponse resources to address the various business challenges related to managing customer demand at the finished goods level. In this course, participants step through processes to resolve late orders, respond to changes in finished goods supply, evaluate the impact of adding or changing orders, and respond to schedule changes. RapidResponse Training Catalog 19

21 This course is not currently scheduled. If you would like to take this course when it becomes available, please contact us at Kinaxis Knowledge Services. Managing Supply and Supply Changes This course covers how to use RapidResponse to view supply information and analyze the impact of supply disruptions using the Planning Sheet workbook. Also, the participants will learn how to view supplies at different levels of detail and step through processes and various techniques to resolve supply problems. This course is not currently scheduled. If you would like to take this course when it becomes available, please contact us at Kinaxis Knowledge Services. Managing Bills of Material This course covers how to view single level bills of material, understand how to use the BOM Analysis workbook and analyze changes such as an increase in a component's lead-time and modify option ratios. This course also covers how to set up BOM level part substitution, set up co-product and by-product relationships, understand the results of a BOM compare and creating and using BOM filters. RapidResponse Training Catalog 20

22 This course is not currently scheduled. If you would like to take this course when it becomes available, please contact us at Kinaxis Knowledge Services. RapidResponse Training Catalog 21

23 RapidResponse Basic Authoring Courses RapidResponse Data Model This course provides participants with an overview of the database design concepts used in the RapidResponse data model. Participants learn how data is organized, table and field types, and receive a hierarchical representation of the main tables in RapidResponse. In addition, users also learn about input, calculated, and control tables, along with their intended uses, and understand which tables and fields to use when designing workbooks. A brief introduction to key RapidResponse analytics and modifiers is also provided. RapidResponse Authoring Fundamentals This course covers how to create filters, hierarchies, workbooks, and table-based worksheets. Users learn how to create crosstab worksheets which can drill to the details, how to insert images in worksheet columns, and how to apply formatting to worksheet columns or rows based on data conditions in the worksheet. The use of version control is also incorporated into this course. In addition, users learn to create multi-scenario columns in multi-scenario worksheets. This course also teaches how to use the RapidResponse Query Language to leverage the power of RapidResponse to create simple, compound, and conditional expressions. After attending this course, participants will understand the RapidResponse workbook development process and leave with a worksheet design template and the required skills to be successful at authoring RapidResponse resources. RapidResponse Data Model Alerting and Scheduling Reports 4 days (4 hours/day) RapidResponse Training Catalog 22

24 Resource Authoring Fundamentals Extras This video series is an extension to the RapidResponse Authoring Fundamentals course, which is an instructor-led training course that introduces users how to create and edit resources and reports. This course is available free of charge on the Kinaxis Supply Chain Expert Community. Dashboard Authoring This video series discusses how to author and share RapidResponse dashboards. This course is available free of charge on the Kinaxis Supply Chain Expert Community. Process Orchestration This video series discusses process orchestration in RapidResponse. Some are intended for performers who are participating in a business process defined in RapidResponse, while some are intended for process owners or process authors. This course is available free of charge on the Kinaxis Supply Chain Expert Community. Responsibility Configuration for Authors and Administrators This video series for resource authors and administrators shows how to enable users to track responsibility for data in RapidResponse. The first four videos are intended primarily for resource authors, and focus on responsibility definition and workbook authoring. The last video in the series shows two functions that only system administrators can perform: setting the responsibility scenario and configuring responsibility roles. However, this video might also be of interest to workbook authors who want to use responsibility role variables in column expressions. This course is available free of charge on the Kinaxis Supply Chain Expert Community. Scorecard Authoring This video series discusses how to author and share RapidResponse scorecards. This course is available free of charge on the Kinaxis Supply Chain Expert Community. RapidResponse Training Catalog 23

25 Supplier Collaboration This video series explains the RapidResponse supplier collaboration process. This course is available free of charge on the Kinaxis Supply Chain Expert Community. RapidResponse Training Catalog 24

26 RapidResponse Advanced Authoring Courses RapidResponse Authoring Advanced This course leverages the information learned in the RapidResponse Authoring Fundamentals course and covers how to create worksheets based on multiple data tables (composite worksheets), worksheets that allow users to enter and view notes about data, and worksheets that display other worksheets based on variables and user actions (controller worksheets). This course also teaches how to define and use workbook variables, define profile variables, and view worksheet dependencies and performance details. RapidResponse Data Model Alerting and Scheduling Reports RapidResponse Authoring Fundamentals 2 days (4 hours/day) RapidResponse Authoring Worksheet Customization This course covers aspects of worksheet customization, including displaying images in columns, drilling to detailed worksheets in other workbooks, and using hierarchies to add columns to a worksheet. Users also learn how to create and manage insert definitions used for inserting records in RapidResponse, create worksheets that display data in average or percentage values, and insert or modify data in editable crosstab worksheets. RapidResponse Data Model Alerting and Scheduling Reports RapidResponse Authoring Fundamentals RapidResponse Authoring Advanced RapidResponse Training Catalog 25

27 2 days (4 hours/day) RapidResponse Authoring Metric Workbooks and Scorecards This course teaches participants how to create and share scorecards and the metric workbooks on which they are based. Scorecard creation involves selecting metrics, setting targets, specifying layout options, and optionally adding charts. The course includes a discussion of the predefined metric workbooks that are available to scorecard authors in RapidResponse and later lessons teach participants how to create their own metric workbooks and worksheets. RapidResponse Data Model Alerting and Scheduling Reports RapidResponse Authoring Fundamentals RapidResponse Authoring Advanced This course is not currently scheduled. If you would like to take this course when it becomes available, please contact us at Kinaxis Knowledge Services. RapidResponse Authoring Charts and Dashboards This course covers how to create and customize worksheet charts, widgets, and dashboards. Users learn how to design an effective dashboard layout and share dashboards they have created. RapidResponse Data Model Alerting and Scheduling Reports RapidResponse Authoring Fundamentals RapidResponse Authoring Advanced RapidResponse Training Catalog 26

28 Automatic Data Modifications using Workbooks This course is targeted at RapidResponse workbook authors who are responsible for creating and managing resources for automatically modifying data. Participants will learn how to create worksheets that automatically update, modify, insert, or delete records, and how to create workbook commands that perform the data modifications defined in worksheets, as well as workbook commands that run scripts to automate processes. Data Administration Introduction Data Administration Mapping Preprocessed Data Data Administration - Operations RapidResponse Data Model Alerting and Scheduling Reports RapidResponse Authoring Fundamentals RapidResponse Authoring Advanced RapidResponse Authoring Worksheets for Importing Data This course is targeted at RapidResponse workbook authors who are responsible for creating and managing resources for importing data into RapidResponse. Participants will learn how to create workbooks that import data into database tables, and importable worksheets that define default values for missing fields. Users also learn about workbooks that define crosstab data to be imported directly into tables, and how to customize this data inserted using Microsoft Excel worksheets. RapidResponse Training Catalog 27

29 RapidResponse Data Model Alerting and Scheduling Reports RapidResponse Authoring Fundamentals RapidResponse Authoring Advanced This course is not currently scheduled. If you would like to take this course when it becomes available, please contact us at Kinaxis Knowledge Services. Automation Tasks This video series can help you better understand how to use the automation tasks to automate some of your RapidResponse processes. The RapidResponse desktop client support several types of automation tasks including: Alerts Scheduled tasks Automation chains This course is available free of charge on the Kinaxis Supply Chain Expert Community. Intermediate User Topics This video series is for users who have completed the Introduction to RapidResponse training and want to further expand their RapidResponse skill set. This course is available free of charge on the Kinaxis Supply Chain Expert Community. RapidResponse Developer Topics This video series is for developers who are interested in extending the RapidResponse platform with custom tools or processes. This course is available free of charge on the Kinaxis Supply Chain Expert Community. RapidResponse Training Catalog 28

30 RapidResponse System Administration Courses System Administration This course is targeted at RapidResponse administrators who are responsible for the deployment and maintenance of the overall RapidResponse system. This course outlines the responsibilities of RapidResponse system administrators. Course participants learn how to monitor the RapidResponse system, set system configuration and create administrative users and groups. This course is available free of charge on the Kinaxis Supply Chain Expert Community. RapidResponse Training Catalog 29

31 RapidResponse User Administration Courses User Administration This course is targeted at administrators who are responsible for the daily management of RapidResponse users. The course teaches participants how to create and manage groups and user accounts, to grant or deny permissions, and to assign and keep track of resources. Course participants learn how to communicate with users, monitor resource usage, review sign-in activities, and troubleshoot issues related to user administration, such as cancelling queries and disconnecting users. Additionally, participants learn how they can use forms to complete user administration tasks. This course is not currently scheduled. If you would like to take this course when it becomes available, please contact us at Kinaxis Knowledge Services. Responsibility Configuration for Authors and Administrators This training series for resource authors and administrators shows how to enable users to track responsibility for data in RapidResponse. The first four videos are intended primarily for resource authors, and focus on responsibility definition and workbook authoring. The last video in the series shows two functions that only system administrators can perform: setting the responsibility scenario and configuring responsibility roles. However, this video might also be of interest to workbook authors who want to use responsibility role variables in column expressions. This course is available free of charge on the Kinaxis Supply Chain Expert Community. RapidResponse Training Catalog 30

32 RapidResponse Data Administration Courses Data Administration Introduction This course is targeted at RapidResponse administrators who are responsible for bringing data into RapidResponse from their own enterprise systems, customers, suppliers, and contract manufacturers. Participants will learn about the differences between the raw and preprocessed approaches for performing data integrations, and how to customize the RapidResponse data model to account for all data you want to integrate. RapidResponse Data Model Data Administration Mapping Preprocessed Data This course is targeted at RapidResponse administrators who are responsible for integrating preprocessed data created by an extract program. This data is delivered in the format required by RapidResponse, and participants will learn how to modify and manage their data integration settings, including how to add new sites, modify data sources to map data files to tables, and persist system of record data. Data Administration Introduction RapidResponse Data Model Data Administration Operations This course is targeted at RapidResponse administrators who are responsible for bringing data into RapidResponse from their own enterprise systems, customers, suppliers, and contract manufacturers, regardless of whether the raw or preprocessed integration approach is used. Participants will learn how to manage RapidResponse on a daily basis, schedule tasks, modify analytic calculations, manage views of the data, add currencies, manage currency conversion RapidResponse Training Catalog 31

33 rates for their users, move integration changes between systems, and how to extract data from a data integration server to send to a planning server. Data Administration Introduction Data Administration Mapping Preprocessed Data RapidResponse Data Model 2 days (4 hours/day) Automation Tasks This video series can help you better understand how to use the automation tasks to automate some of your RapidResponse processes. The RapidResponse desktop client support several types of automation tasks including: Alerts Scheduled tasks Automation chains This course is available free of charge on the Kinaxis Supply Chain Expert Community. RapidResponse Training Catalog 32

34 RapidResponse SAP Data Administration Courses Data Administration Mapping Raw Data (SAP) This course is targeted at RapidResponse administrators who are responsible for integrating raw data from an SAP data source into RapidResponse. Participants will learn about managing data integration projects, configuring source system information, creating mappings to create tables for the raw data, and requesting data to be extracted from the SAP system. Data Administration Introduction Data Administration Mapping Preprocessed Data Data Administration Operations RapidResponse Data Model Alerting and Scheduling Reports RapidResponse Authoring Fundamentals RapidResponse Authoring Advanced Automatic Data Modification Using Workbooks 1 day This course is not currently scheduled. If you would like to take this course when it becomes available, please contact us at Kinaxis Knowledge Services. Data Administration Extracting Data (SAP) This video series, created for SAP administrators, explains: The RapidResponse Extractor and its role in the data integration process How database connection files, extractor configuration files, and extractor definition files are used to configure the Extractor How to verify a connection between the Extractor and the SAP data source How to run the Extractor to extract data from the SAP data source How to run the Extractor to retrieve table schema information for mapping SAP tables to RapidResponse tables RapidResponse Training Catalog 33

35 Data Administration Introduction Data Administration Mapping Preprocessed Data Data Administration Operations Data Administration Mapping Raw Data (SAP) RapidResponse Data Model Alerting and Scheduling Reports RapidResponse Authoring Fundamentals RapidResponse Authoring Advanced Automatic Data Modification Using Workbooks This course is available free of charge on the Kinaxis Supply Chain Expert Community. Data Administration Transforming Data (SAP) This course is targeted at RapidResponse administrators who are responsible for integrating raw data from an SAP data source into RapidResponse. Participants will learn about creating transformation resources that transform raw data to RapidResponse data, configuring mappings to control how transformation workbooks are automatically generated, modifying workbooks that are manually created, and automating sequences of transformations. Data Administration Introduction Data Administration Mapping Preprocessed Data Data Administration Operations Data Administration Mapping Raw Data (SAP) Data Administration Extracting Data (SAP) RapidResponse Data Model Alerting and Scheduling Reports RapidResponse Authoring Fundamentals RapidResponse Authoring Advanced Automatic Data Modification Using Workbooks RapidResponse Training Catalog 34