About Our Classes

Services Training provides training during the entire client lifecycle. We will train you both Pre Go-Live: during your software Implementation (build of) Nimble AMS, and after – with Live: Continuing Education, Re-Training, and New Hire classes.  We want to be your source of trusted learning about Nimble AMS for all you need, whenever you need it.

We offer training in two major formats:

Scheduled – At a set time conducted virtually. Participation in Scheduled classes can be arranged in two ways: Checking the Schedule page on this site for pre-arranged classes. Reaching out to us via the Contact Us page and requesting to schedule a class.
Choice – Users can choose topics from any of our 10 classes and create their own agenda. This option is only for clients that are Live with the Nimble AMS platform. Classes can be conducted virtually or on-site. See the Choice Class Description for more details.

On this page, clients can determine the what, whom, when, and how of our classes by examining the following:

Class & Summary – Clients can see What the class is about – What is the Class called, what does it involve (Class Summary), and what are the details of the class by downloading the Class Description.  Note: class descriptions include important decision-making information such as class times, pre-requisites, and a detailed class agenda of topics/sub-topics.
Level – Clients can see Who should take the class – and what is the minimum requirement level for the class: End User or Administrator. Class prerequisites still apply.
Timing – Clients can see When they should take a class – Should they take it during their Pre Go-Live phase, or after, when they are Live with the platform as Continuing Education, Re-Training, and/or New Hire Training.
Format – Clients can see How they can take the class – Is the class available as a Scheduled option, as a part of Choice Training, or both.
Location – All classes conducted virtually. Options for on-site training available for Choice and Implementation classes.

Clients can also take a look at a sample of the Nimble AMS End User manual via a link at the bottom of the page

Class

Summary

Level

Timing

Format

The Nimble AMS Accounting class is an introduction stock accounting features and business processes such as how orders and payments are processed, ledger entries totaled and batched, and data exported to external accounting software. Students will gain hands-on experience by using Nimble and engaging in a variety of practice exercises 

By the end of the course, students will understand the important factors to consider when determining how to set-up their organization’s accounting system and have a solid foundation for viewing, managing, and interpreting accounting data. 

End User

Pre Go-Live or Live

Scheduled or Choice

The Nimble AMS Administrator class instructs attendees on how to configure their Nimble AMS system at the Administrator level. Users will learn how to utilize the strength of the Salesforce platform upon which Nimble is built and leverage those functions with unique Nimble Administrator capabilities. Concepts such as editing and administrating profiles and security, adding and changing fields, configuring page layouts, managing list views, reports, and dashboards, and setting up complex objects are explored. Each topic builds upon the previous concepts to present a model of how to maintain & build Nimble AMS.

Administrator

Pre Go-Live or Live

Scheduled or Choice

This course instructs attendees on how to automate certain functions in their Nimble AMS system at the Administrator level.  The Nimble AMS instructor will utilize the strength of the Salesforce platform upon which Nimble is built and instructs attendees by teaching them a mix of advanced Salesforce Administrator level functions as applied to Nimble AMS. These functions will be Nimble AMS specific focused so that users can learn how to build automated processes in Nimble and Salesforce platforms.  Concepts such as workflows, approval processes, process builder, flows and change sets will be explored.  Each successive topic builds upon the previous to present a model of how to maintain & build a Nimble AMS.

Administrator

Pre Go-Live or Live

Scheduled or Choice

Clients choose from any/all End User, Accounting, Administrator, Administrator II, CHUB Administrator, Reports and Dashboards, and Create, topics to create a personalized agenda. The All Nimble Topics for Choice Training section in this document outlines content options with relevant time frames. Entire classes can be selected.

Content taught in any desired format; large or small groups, one on one, repeated over multiple sessions, etc.

Clients are encouraged to put all new users of Nimble through a Nimble Basics ½ day session covering the topics: Intro to Navigation, Accounts, List Views, Reports, Dashboards, Chatter, and Community Hub. Nimble Basics can be repeated twice a day to ensure smaller groups receive more individual attention.

Clients can also choose sessions conducted in a Q/A format around topics, rather than traditional trainer led instruction. Time Frames for Q/A format estimated based on the Topics clients select in the outline in this document, but can be expanded based on client wishes.
Clients can additionally include sessions that function as hands-on workshops for building List Views, Reports and Dashboards. Sessions conducted in the clients Production org if desired.


Recording: Clients can request any Basic Topics: End User, Accounting, or Reports and Dashboard be recorded. All Advanced Topics: Administrator I, Administrator II, CHUB Administrator, and Create topics NOT recorded.


Manuals: At no additional charge, clients receive relevant Nimble AMS manual chapters (in PDF) that reflect the content covered. If a client requests training on the entire course, clients receive the complete manual (in PDF).

End User

Live

Scheduled or Choice

The Nimble AMS Community Hub class instructs Administrator licensed attendees on how to edit and configure the member facing portal (Community Hub) and the Lightning Store. Users responsible for client web portal management will learn how to edit or build pages, cards, buttons, develop data sources and queries, set up automated processes, and manage users. Users will spend time configuring and implementing the advanced Lightning Store, learning how to integrate it into their existing Community Hub.

Administrator

Pre Go-Live or Live

Scheduled or Choice

The Nimble AMS Create class provides a detailed look at the creation and maintenance of Nimble Create based formal Reports. Users will learn best practices in generating Create reports through hands on construction of examples in the Nimble Training environment, and, when possible, in their live or test system. This course covers advanced, technical aspects of Nimble AMS and is designed for individuals designated as Administrator-level users of the system and for IT personnel.

Administrtor

Pre Go-Live or Live

Scheduled or Choice

The Nimble AMS End User class is an overview of Nimble AMS basic features and its purpose is to instruct users with the core functions and best practices of Nimble AMS. It offers a solid background for users to become acquainted with the system as it introduces the basic Nimble AMS framework, defines Nimble AMS specific terminology, and instructs users on how to navigate, view, and enter data by partaking in sample, hands-on exercises.

IMPORTANT NOTE: This class is for EXISTING Nimble client personnel who require an introduction to Nimble because they are newly hired, need refresher training, are new Nimble partners, or new Nimble personnel and wish to attend a scheduled class in either Nimble’s Tysons or Chicago locations. In some circumstances, class can be held at a client’s site and topics can be incorporated into the Nimble AMS Choice class as desired.

This class is NOT designed for newly signed, Implementation clients.  Those users will be attending FAMILIARIZATION and/or GO-LIVE Training.  This class is conducted solely on the Nimble Training org; it will NOT have any client data.  For Training conducted on site, and on an existing (post-implementation) client’s org, clients should request Nimble CHOICE Training.

End User

Pre Go-Live or Live

Scheduled or Choice

The Nimble AMS Familiarization class functions as a new, pre-Go Live client’s introduction to Nimble AMS stock features. Department representatives, leaders, executives, and IT personnel are invited to participate in this class which occurs as soon in the Nimble AMS implementation cycle (post Sale) as possible. The instruction is scheduled prior to/at same time as clients are completing the Nimble AMS Discovery Workbooks so attendees become “familiar” with the major features and functions of stock Nimble AMS. Clients are then able to more effectively complete workbooks, reference features, and converse with Nimble AMS service personnel. Clients will also be able to contribute more efficiently regarding Nimble AMS services build of the client configured system and it’s migration through the Staging and Production orgs.

Clients receive continued access to the Nimble AMS Training Org on which the training occurs for 30 days from the day of Training. A Nimble AMS End User manual (in PDF) is delivered to each attendee prior to training and reflects the content of the Nimble AMS training org. The manual also replicates with step-by-step instructions the trainers daily lessons as well as chronicles best practices of Nimble AMS. It can be used to replicate exercises and attempt additional ones while exploring the Training org, the Staging org, and the eventual Production org. It is also a valuable reference guide for usage post Go-Live.

End User

Pre Go-Live

Scheduled

The Nimble AMS Go-Live service is a client’s final training prior to going live with their Nimble AMS configured org. A trainer will develop a specific agenda discussed and formulated with client representatives and deliver the content in hands on instruction in the client configured production org to all client users. Each user will go through a half-day Nimble Basics session followed by audience specific, modular training on the adopted sections of the platform. Sessions repeated as desired and offered over as many days as needed. Recording of sessions allowed and encouraged. All users will receive the Nimble AMS End User guide for reference.

End User

Pre Go-Live

Scheduled

Course schedule is composed of TWO distinct days of Training/Building:


Day One: Reports and Dashboards Training – Trainer uses client’s STAGING org to conduct Reports & Dashboards class – see overview & following pages below for details. Content covers a detailed and interactive overview of the creation, building, and maintenance of Reports with additional, shorter overviews of the building/use of List Views and Dashboards. Class is designed to prepare Implementation clients (pre Go-Live) for their Go-Live and Choice (existing clients) to improve their use of Reports and Dashboards.


Day Two: Reports and Dashboards Build – Trainer conducts day long workshop in client’s PRODUCTION org interacting with client representatives to build Reports and Dashboards that will be used post-Go-Live for Implementation clients, or post class for existing clients. This session will be lead by the instructor who will build desired reports and dashboards on the spot. Client departments will be provided with designated time periods to join trainer based off of a pre-determined agenda.
• Day Two can be broken down into increments as small as two hours over several days to accommodate multiple departments for a total of 6 total hours of class time.
• Additional Day Two Hours can be contracted beyond the 6 included hours
• Advanced Solutions/Discussions such as SOQL vs. SQL, Query Builder, Field Set manipulation, etc. are NOT included in this class but can be found topically in the Admin I or II Classes. This class will focus on implementing Stock Nimble AMS, End User level solutions

End User

Pre Go-Live or Live

Scheduled or Choice

Sample End User Manual

Attendance at a Nimble AMS class includes PDF delivery of that topics extensive, step-by-step training.