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A.   CardioLog Analytics On-Prem - SharePoint Intranet Portals

Training available for Standard, Professional and Enterprise Editions

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Phase

Method

Training Overview

Phase A

Basic knowledge for administrators

Video

  • Introduction
  • Administration center
  • System configuration
  • Data collection filters
  • Security and permissions
  • System Diagnostics
  • Importing history data using the IIS logs import tool

Phase B

Advanced training for administrators

Video

  • System architecture
  • Infrastructure recommendations
  • Server health and performance monitoring
  • Maintenance and troubleshooting
  • CardioLog API

Phase C

Practicalities for administrators

1 hour (live)
  • Administrators Q&A
  • Configuring, optimizing and monitoring your system

 

B.   CardioLog Analytics SaaS - SharePoint Intranet Portals

End User Roles

This training is designed for end-users, content administrators, managers and analysts who create and share analytics reports. 

  • Using Power BI environment 
  • Using and understanding basic analytics reports
  • Sharing and exporting reports in Power BI, including email, CSV and PDF
  • Publication of Power BI reports within Office 365
  • Creating customized reports in Power BI 

 

Phase

Training Duration 

Training Overview

Phase A

Basic End-User Training: Part 1

*High-level overview of CardioLog Analytics SaaS

 

1 - 2 hours

  • What is CardioLog Analytics SaaS?
  • Introduction to Power BI
  • Analytics reports gallery overview - basic
  • How to use basic filters
  • How to drill down on report data

Phase B

Basic End-User Training: Part 2

 

1 - 2 hours

  • How to share dashboards with colleagues in Power BI 
  • How to export reports in Power BI to CSV and PDF
  • How to publish Power BI reports in Office 365
  • How to subscribe to reports
  • Analytics reports gallery overview - intermediate

Phase C

Q&A for end-users

1 hour

 

  • Re-cap Phases A & B
  • Q&A

Phase D

Advanced End-User Training

 

1 - 2 hours

  • How to create custom reports
  • How to use data fields
  • Tips for creating successful reports
  • Ask a question
  • Analyze report dataset in Excel
  • Analytics reports gallery overview - advanced

Phase E

Practical training workshop for end-users

1 hour 
  • Re-cap Phase D
  • Practical report-building exercises


Administrator Roles

This training targeted for administrators covers administrative tasks such as managing user access and other configuration tasks, health monitoring, and responding to end-user inquiries and common issues. 

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Phase

Training Duration

Training Overview

Basic knowledge for administrators

1 hour

  • CardioLog Analytics SaaS architecture overview
  • Configuration tasks
  • Access management
  • Health monitoring
  • Frequently asked questions
Q&A for administrators1 hour 

C.   SharePoint Marketing Suite - Professional and Enterprise Editions

Training available for Professional and Enterprise Editions

End User Roles

1.     Web Analytics

This training is designed for end-users, content administrators, web managers and analysts who create and share analytics reports, which can be published and distributed in the following ways:

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Phase

Duration 

Training Overview

Phase A

Basic knowledge for marketers

 4 hours

(3:30 hours recorded lecture, 30 minutes live Q&A)

  • Goals and Goal Funnels
  • Visitor Segments
  • Segments based on personal information
  • A/B and Multivariate Testing
  • Behavioral Targeting
  • Voice of Customer (Surveys)
  • Message Bars
  • Campaigns
  • Link shortening
  • Search Engine Optimization (SEO)

Phase B

Practical training workshop for marketers
 2 hours (live)
  • Optimize your website by creating A/B and multivariate tests, and designing behavioral targeting rules based on your marketing goals
  • Create surveys and message bars based on your marketing requirements to engage your site audience and collect user feedback
  • Create short links and campaigns

 

Administrator Roles

This training is designed for SharePoint Marketing Suite system administrators.

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