Course Description

This segment of SmartDoc™ immersion training will engage participants in the exploration of a variety of features which are available in the SmartDoc™ product. This Boot Camp covers general product overview as well as going deeper into the project phases and implementation planning. On the technical side, the class will look at how the product can be configured for customer tailored document and change management requirement business models (document and document change policies). 

 
After completing the Boot Camp, SmartDoc™ Boot Camp participants will be able to:

• Comprehend overall SmartDoc™ functionality as an end-user and super user
• Comprehend overall SmartDoc™ SmartSolve® and 3rd party integration functionality 
• Compile various real life Audit scenarios based on specific customer requirements 
• Apply, configure, and execute real life document management processes within the SmartDoc™ system
• Analyze and maintain the SmartDoc™ system as a System Administrator
   

Course Length 

3 days (for Agenda, please contact bootcamp@pilgrimsoftware.com)   

Target Audience

IT Project Members, Document Control Project Managers, Trainers, Customer/Pilgrim/Pilgrim Partner Implementation Team Members 

Prerequisites

None 

Method of Evaluating Performance

Pilgrim Customers are not required to take the evaluation exam unless they wish to become certified Subject Matter Experts (SME) on the SmartDoc™ product.  Pilgrim Certified Partners must take the evaluation exam in order to become a SmartDoc™ SME.  The exam is typically taken three weeks after the Boot Camp is completed.

Multiple Choice Exam
The multiple choice exam (worth 100 points) is used to evaluate general product knowledge and focuses on the key functionality associated with Setup, Document and Change Management workflows).  

Practical Exam
The practical exam (worth 100 points)is used to evaluate knowledge based on best business practices involving the document and change management process and other common document and change management methodologies adopted by different industries.  The exam uses general customer scenarios in which the trainee will need to evaluate customer requirements; then configure the SmartDoc™ system based on those requirements.