An Introduction to the iManage Cloud Onboarding Specialist program for iManage Partners.

This module deep dives into the roles in a cloud onboarding project across the customer, iManage and partner organizations. The responsibilities of each role are discussed in depth.

A detailed look at the Initiate and Design project phases, from the perspective of a Partner Technical Consultant.

This includes accessing and using iManage provided project collateral, meeting cadence and outcomes, and definition of customer success outcomes. A large portion of this module is devoted to running a technical discovery project, its purpose and objectives. Included in this is classifying of requirements around Workspace and Metadata design, understanding the information gathering process and documenting the solution in an Application Design Document. Migration Design is also covered in-depth.

Moving into the project Optimize phase, this module covers the responsibilities of the Partner Technical Consultant during this phase. The 'out of the box' configuration is covered, along with best practices for System Handover Day.

A performant system means happier users, as such, system performance is critical for long term adoption of the iManage solution. This module covers key performance factors like latency and bandwidth, and how the Partner Technical Consultant can perform representative testing in line with iManage best practice. The iManage Performance Test utility is also covered, along with 'last-mile' considerations.

CMEK for cloudimanage.com introduces a new architecture for customer managed encryption keys. This module covers the default encryption architecture, along with a detailed look at how CMEK allows customers to manage their own keys. Dual Party Trust is covered, along with key rotation and the steps required to implement CMEK for your customer.

The Cloud iManage endpoint supports integration using the iManage Universal API. This module covers the API and how it works. Additionally, students will look at Postman and 3 different API calls, increasing in complexity.

This module covers user authentication using Single Sign On, including how to configure for both SAML and OIDC.

Roles, Users and Groups are covered in-depth. This module includes information on Global and Library-Level Roles, creation and management of Explicit User accounts, and Groups functionality. Additionally, the use of Groups to mark users as non-billable is covered.

This module discusses Refile in the context iManage Work at cloudimanage.com. Students will understand the differences between Metadata and Security Refile, as well as the improtance of each application. Configuration of Refile from iManage Control Center is covered, along with how Refile handles multi-reference documents.

Optical Character Recognition, or OCR, makes image and PDF files without text readable and searchable by iManage Work. This module covers the iManage OCR Service, requirements for documents to be selected for OCR, and storage implications.

Selecting and seamlessly deploying iManage Work Clients is imperative to long-term user adoption of the solution. This module covers installation and connection of iManage Work Web, iManage Work Desktop for Windows and Mac, iManage Drive for Windows and Mac, and iManage Work Mobility for iOS.

Setting iManage Desktop Clients up to align with customer organizational goals and workflows is a key aspect of onboarding to iManage Cloud. This module covers in detail the customization options available for iManage Work Desktop for Windows and Mac as related to iManage Agent Services, Email Management, and application integration.

As with Desktop Clients, configuring iManage Work Web to meet organizational requirements will help customer organzations get the most from the solution. This module covers the customization options available, including branding with customer logos and tuning of context menus.

iManage Drive also enables customization of the user experience to meet your customers needs. This module covers the settings available to both Users and Administrators for iManage Drive for Windows and iManage Drive for Mac.

In this module, iManage Work search functionality is covered in-depth. This includes how search works in different iManage Work clients, document search specifications, and how search differs for the cloudimanage.com endpoint. The impact of data migration on search is also discussed.

The iManage Share service is designed for secure external sharing of content. This module discusses how to provison the service, configure the integration between iManage Work and iManage Share, along with some troubleshooting tips for troubleshooting the integration. Additionally, user management is covered in-depth, including just in time provisioning enabled by SSO.

iManage Tracker is a task-management application which is fully integrated with iManage Work and Microsoft Outlook, reducing context swiching for users. This module covers setting up of the iManage Tracker service and integrations.

Data Migration is often the largest part of a project for technical consultants. This module is focussed on data analysis and clean-up, ahead of migration. This includes the iManage Cloud Readiness Assessment Toolkit, including iManage Support Tool, imDBCheck and imFCheck. Migration Reporting is discussed, including creation and use of such reports.

User Acceptance Testing, known as UAT, is the testing of real system use, by real system users. In this module, you'll understand the overall UAT purpose and process, along with how you as the technical resource fits into UAT.

Effectively troubleshooting and working with iManage Cloud Support is key as you approach the Launch phase of the project. This module details how best to work with iManage Cloud Support when raising queries and tickets, including what information to include with your Support Request for more commonly encountered issues.

Launch is just the beginning of the customer organizations' journey with iManage Cloud. In this module, next steps are discussed with long-term adoption in mind. This includes available resources from iManage, such as useiManage, Help Center, Trust Center and docs.imanage.com.