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, September 18th – Pipeline Planning

10 am EST / 7 am PST

Are you planning your marketing activities for the year? Are you thinking about what kind of impact you can have on the pipeline and revenue? Do you know how Allocadia can help? Join Jennifer (Jef) Cracklen, from our Training & Enablement team, to learn how Allocadia helps you plan your inquiries, leads, and the estimated impact on pipeline.

Register for this session

Thursday, September 20th – Pipeline Planning

6 pm EST / 3 pm PST

Are you planning your marketing activities for the year? Are you thinking about what kind of impact you can have on the pipeline and revenue? Do you know how Allocadia can help? Join Jennifer (Jef) Cracklen, from our Training & Enablement team, to learn how Allocadia helps you plan your inquiries, leads, and the estimated impact on pipeline.
Register for this session

Tuesday, October 9th – The Basics of Analytics

11 am EST /  8 am PST

Welcome to Allocadia’s System Administration Analytics training session. In this session, we will focus on building the basic skills for 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 Insights (Analytics) tab. To confirm you have access please click on the Insights (or Analytics) tab and look for the Edit button next to the Refresh button.

Register for this session

Tuesday, October 16th – Allocadia ID: Connecting Your Systems

6  pm EST / 3 pm PST

Do you use several different tools to track your budget, campaigns, programs, projects, POs, Actuals, and more? How do you connect your investment to your campaigns, purchase orders to your planned activities, and returns to your projects? Join Jennifer (Jef) Cracklen from our Training & Enablement team, to discuss how we can use the Allocadia ID to connect the data across your systems.

Register for this session

Thursday, October 18th – Allocadia ID: Connecting Your Systems

10  am EST / 7 am PST

Do you use several different tools to track your budget, campaigns, programs, projects, POs, Actuals, and more? How do you connect your investment to your campaigns, purchase orders to your planned activities, and returns to your projects? Join Jennifer (Jef) Cracklen from our Training & Enablement team, to discuss how we can use the Allocadia ID to connect the data across your systems.

Register for this session

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