Connect with Allocadia’s Training & Enablement Team

Ask Us Anything!

Allocadia’s Expert Hours are live drop-in sessions that give you access to an expert on our team who can answer your questions and provide you with best practice advice. It is also an opportunity to meet fellow Allocadia users and learn how others are optimizing their use of Allocadia.

If you have some questions about Allocadia or would like to optimize your Allocadia usage, Allocadia Expert Hour sessions are for you.

Allocadia Expert hours are:

  • Available to anyone with an Allocadia login
  • No cost, just drop in and ask an expert
  • Held once a month
Expert Hour Recordings
Upcoming Expert Hours

Tuesday, January 22nd, 2019 – [Expert Hours] Forecasting for a Better Tomorrow 

6 pm EST / 3 pm PST

Has your plan been locked down for the year? Is it time to start actively managing your budget? Are you ready to transition into the Forecast column? Join Jennifer (Jef) Cracklen, from our Training & Enablement team, to learn a few best practice ways to transition into the Forecast column; from inputting the latest expected costs to copying your planned spend into the Forecast.
In advance of the training session test the compatibility of your system at https://www.readytalk.com/rt/test-computer.php. When performing the test, you must allow pop-ups.
For the best audio please use your computer to dial in.

Thursday, January 24nd, 2019 – [Expert Hours] Forecasting for a Better Tomorrow 

10am EST/ 7am PST
Has your plan been locked down for the year? Is it time to start actively managing your budget? Are you ready to transition into the Forecast column? Join Jennifer (Jef) Cracklen, from our Training & Enablement team, to learn a few best practice ways to transition into the Forecast column; from inputting the latest expected costs to copying your planned spend into the Forecast.
In advance of the training session test the compatibility of your system at https://www.readytalk.com/rt/test-computer.php. When performing the test, you must allow pop-ups.
For the best audio please use your computer to dial in.

Tuesday, February 5th, 2019 – [Admin Hours] The Basics of Allocadia’s Insights/Analytics

8am EST/ 11am PST

Welcome to Allocadia’s community-based System Admin training session. In this session, we will focus on the basic skills of managing Allocadia’s reporting, from building reports to creating dashboards within GoodData. This is a generic session as each organization has a unique configuration of Allocadia’s insights.

PLEASE NOTE – This session is for System Administrators who have edit access to the Analytics tab. To confirm you have access please click on the Analytics (or Insights) tab and look for the Edit button next to the Refresh button.

For the best audio please use your computer to dial in.

Tuesday, Feburary 12th, 2019 – [Expert Hours] Allocadia Connect: Centralizing Entry

10am EST/ 7am PST
Do you have to input activity details into Allocadia, a purchase requisition system, a CRM and a marketing automation platform? Are you sick of the repetitive data inputs? Do you wish you had one centralized point of entry? Join Jennifer (Jef) Cracklen, from our Training and Enablement team, to learn how some of our customers are using our Allocadia Connect platform to raise purchase requests, create Salesforce campaigns, and more. 
In advance of the training session test the compatibility of your system at https://www.readytalk.com/rt/test-computer.php. When performing the test, you must allow pop-ups.
 
For the best audio please use your computer to dial in.

Thursday, Feburary 14th, 2019 – [Expert Hours] Allocadia Connect: Centralizing Entry

6pm EST/ 3pm PST
Do you have to input activity details into Allocadia, a purchase requisition system, a CRM and a marketing automation platform? Are you sick of the repetitive data inputs? Do you wish you had one centralized point of entry? Join Jennifer (Jef) Cracklen, from our Training and Enablement team, to learn how some of our customers are using our Allocadia Connect platform to raise purchase requests, create Salesforce campaigns, and more. 
In advance of the training session test the compatibility of your system at https://www.readytalk.com/rt/test-computer.php. When performing the test, you must allow pop-ups.
 
For the best audio please use your computer to dial in.

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