Client Training Certification

Transcription

1 FACT SHEET Client Training Certification KYRIBA FACT SHEET Client Training Certification As the leader in cloud treasury and finance solutions, Kyriba is committed to providing clients with interactive training that empowers them to optimize their use of the Kyriba platform so they can drive faster results. Kyriba s client training certification program is a formal process that ensures users are equipped with the latest knowledge and best practices for each module they are invested in. Obtaining certification demonstrates a client s commitment to corporate treasury excellence. These certification courses will help clients become a subject matter expert in the Kyriba application, helping maintain and enhance their overall experience. Kyriba users will develop the skills needed to efficiently administer, enhance and expand their Kyriba deployment, leveraging best practice methodology. Kyriba selects the most advanced trainers and subject matter experts for its training and certification program. The trainers have an average of seven years working with the Kyriba platform and bring real-world experience along with anecdotes from when they were professional service consultants working with clients. Kyriba s training certification provides: CERTIFICATION PROGRAM The Kyriba client certification program is available both on demand and in person. In order to become certified in a module, completion of all pre-work and a 70 percent passing grade on the certification exam is required A deep knowledge of the Kyriba application and its extensive functionality Best practices for managing and enhancing the Kyriba deployment On-demand ELMS (electronic learning management system), which provides detailed workflows to facilitate the learning experience

2 Session Descriptions Core Data Liquidity Cash Accounting Core Data is the backbone of the Kyriba application. Client data including company, accounts, market data, admin functionality and importing/exporting files takes place in this module. complete all 20 core data One day onsite training Prerequisite: On Prior to training, a one-week Kyriba s Liquidity Module provides a centralized repository for client s bank reporting to allow visibility into global cash positions. In addition, forecasts can be incorporated to give treasurers a forward-looking position. In-house banking can be used to track activity and balances between legal entities. process, clients will be required to complete all 45 liquidity submodule ELMS courses and all Four days onsite training Kyriba s Cash Accounting Module allows for entries to be created from bank transactions and exported into a client s ERP system. complete all 15 cash accounting On demand training only. Prerequisite: Core Data, Liquidity, On

3 Session Descriptions Payments Deal Capture Risk Training The Payments Module consists of payment/direct debit and netting capabilities. The Payments Module empowers organization to initiate, approve and release payments with their banking partners. Netting optimizes intercompany and payment activity through a netting center. process, clients will be required to complete all 40 payment sub-module ELMS courses and all Three days onsite payment training and on demand netting video. is designed to streamline the training process and make it more The Deal Capture Module captures debt, investment, interest rate swap, FX and lease transactions. In addition, it allows for transactions to be settled within Kyriba s payment module. process, clients will be required to complete all 55 financial transaction sub-module ELMS courses and all practical exercises. Three days onsite training with certification. The Risk Module consists of Exposure Management, Sensitivity Analysis, Mark to Market (MTM), Financial and Hedge Accounting. complete all 35 risk sub-module ELMS courses and all practical exercises. Three days onsite training with certification. Prerequisite: Core Data, Deal Capture, On

4 Session Descriptions GL Reconciliation Bank Relationship Fraud & Compliance Kyriba s GL Reconciliation Module automates the reconciliation between the client s bank and book transactions. complete all 15 GL reconciliation On demand training video The Bank Relationship Module includes capabilities for bank fee analysis (BFA) and bank account management (BAM). BFA enables a client to track their bank fees against their negotiated pricing, while BAM tracks account signers and offers FBAR reporting. process, clients will be required to complete all 20 BAM and BFA On demand training video The Fraud Detection Module extends the effectiveness of standard payment controls to include real time detection. complete all 10 Fraud sub-module ELMS courses and all practical exercises. Prerequisite: Core Data, Payments, On On demand training video

5 Session Schedule Training Sessions On demand programs will provide a comprehensive understanding of the Kyriba system, and can be completed conveniently and efficiently at any time using Kyriba s ELMS tool. The in-person classroom sessions are hosted either at a Kyriba office location, or at the client s office. In person sessions offered: On-demand programs (online): Module Duration Module Duration Core / Bank / Cash 5 days Bank Account Management 3 hours Payments 3 days Bank Fee Analysis 3 hours Deal Capture 3 days Netting 4 hours Risk (Valuation, Financial & Hedge Accounting) 3 days GL Reconciliation 4 hours Cash Accounting 4 hours Fraud & Compliance 2 hours About Kyriba Kyriba empowers financial leaders and their teams with award-winning solutions for cash and risk management, payments and supply chain finance. Kyriba delivers a highly secure, 100 percent SaaS enterprise platform, superior bank connectivity and a seamlessly integrated solution set for tackling today s most complex financial challenges. Thousands of companies, including many of the world s largest organizations, rely on Kyriba to streamline key processes, protect against loss from fraud and cybercrime, and accelerate growth opportunities through improved decision support. Technology analyst firm IDC recognized Kyriba as a global leader in its MarketScape for SaaS and cloud-enabled treasury and risk management applications for Kyriba is headquartered in New York, with offices in San Diego, Paris, London, Tokyo, Dubai and other major locations. For more information, visit Copyright 2017 Kyriba Corp. All rights reserved. KY

6 FAQ Prerequisites How long does it take for my consultants to achieve certification? Core Kyriba Certification can be achieved in as little as five days (with two weeks of on-demand pre-work). Training Where can I train? Training can be conducted in our Kyriba offices in EMEA (Paris or London) or North America (New York or San Diego). Can I request a training on my premises? Yes, with a minimum of six participants per class. Where do I sign up for training? Contact your account manager. Certification At what level is certification held? Certification is held at the individual level. What is the minimum score for certification? Seventy-five percent. As we believe this is the minimum score to confirm your knowledge in the application. If I don t achieve 75 percent, what happens? You will have two weeks to re-take the ELMS courses You will have two weekly calls with a Kyriba trainer to review knowledge gaps Retake the test via virtual classroom What if I fail the second attempt? Retake the class via onsite training or virtual if available. What tools can I use to receive updates on the progress that my consultants are making? The ELMS (Electronic Learning Management System) will be available to track weekly progress for each consultant on your team. COE can provide weekly updates. How much onsite training is really required? In order to maximize the time invested in learning the application, Kyriba has designed a hybrid training course that is split between 40 percent on demand training and 60 percent on-site training. Onsite training is necessary to collaborate and truly focus on the material that is presented, leveraging the trainers experience and real-life examples that enhance the learning process.