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, July 9th, 2019 – [Admin Hours] Settings Administration

11am EDT/ 8am PDT

Allocadia is a configurable Marketing Performance Management tool that was setup for your organization during implementation; but as time passes there are occasional updates that need to be made to lists, dependencies, views, etc. These are infrequent but important tasks. Join Allocadia’s Training & Enablement team to gain a basic understanding of our three types of settings, how to adjust your template and how to maintain Allocadia and become self-sufficient. 

PLEASE NOTE – This session is for System Administrators who have edit access to the Master or Custom Settings. To confirm you have access please check the Edit Settings column on the home tab and look for the Master or Custom settings hyperlink in line with the folders you have access to.

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

Tuesday, July 23rd, 2019 – [Expert Hours] Don’t Leave Money on the Table – Why You Should Use Forecast Status Tags

6pm EDT/ 3pm PDT

Do you struggle with knowing your over / under? Do you know how much money is available to you? Do you know how much money you have spent without asking Finance? Join Jennifer (Jef) Cracklen, from the Training & Enablement team to learn how Allocadia’s Forecast Status tags can be used to help better understand the status of your dollars, communicating accruals, recognizing available funds, and visualizing actual spend in real time.

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

Thursday, July 25th, 2019 – [Expert Hours] Don’t Leave Money on the Table – Why You Should Use Forecast Status Tags

11am EDT/ 8am PDT

Do you struggle with knowing your over / under? Do you know how much money is available to you? Do you know how much money you have spent without asking Finance? Join Jennifer (Jef) Cracklen, from the Training & Enablement team to learn how Allocadia’s Forecast Status tags can be used to help better understand the status of your dollars, communicating accruals, recognizing available funds, and visualizing actual spend in real time.

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

Tuesday, August 13th, 2019 – [Admin Hours] The Basics of Allocadia’s Insights/Analytics

11am EDT/ 8am PDT

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.

Thursday, August 20th, 2019 – [Expert Hours] Getting to know Allocadia’s User Roles

10am EDT/ 7am PDT

Do you know what user role you hold in Allocadia? And what you can do within the tool? Do you know want to know what your teammates can see and do? Allocadia’s Training & Enablement team will walk you through Allocadia’s 5 default user roles; including what they can see and do within Allocadia.

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

Thursday, August 22nd, 2019 – [Expert Hours] Getting to know Allocadia’s User Roles

6pm EDT/ 3pm PDT

Do you know what user role you hold in Allocadia? And what you can do within the tool? Do you know want to know what your teammates can see and do? Allocadia’s Training & Enablement team will walk you through Allocadia’s 5 default user roles; including what they can see and do within Allocadia.

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

Do you have a question not covered by the topics above?

 

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