WHO IS THIS TRAINING FOR?
This course is for iManage Partner consultants and personnel responsible for planning and implementing iManage Insight+
CAN I GET CERTIFIED?
Yes!
Following completion of the training you are invited to register for the Implementing iManage Insight+ certification exam.
HOW LONG WILL THIS TAKE?
Self paced training is designed to be consumed at your own speed, enabling you to consume content and prepare for certification your own schedule. For this course, total content runtime is approximately 2 hours 30 minutes, however, iManage recommends allowing a minimum of 5-6 hours to consume all courseware and prepare for your certification exam.
COURSE BREAKDOWN
Expand sections below for an explanation of module contents.
Introduction
An Introduction to the Implementing iManage Insight+ program for iManage Partners.
Module 1 - Introduction to iManage Insight+
An introduction to iManage Insight+ including, understanding the purpose of Insight+ and how it differs from iManage Work in terms of search capabilities, the impact of iManage AI on Insight+ data, and information on Insight+ Locators.
Module 2 - Insight+ Demonstration
This module includes a walkthrough of both iManage Insight+ Landing Pages and the search experience.
Module 3 - Curation Workflows
A deep-dive into the overall journey of a document through the curation workflow, from submission to publication, updates and retirement. This module also includes information on the Roles involved at a customer organization with Insight+ deployed, and details on how the Knowledge Library and Knowledge Workspace(s) are structured.
Module 4 - Insight+ Architecture
A detailed look into the architecture of iManage Insight+, including information on extended metadata and how this differs from iManage Work core metadata, and the role of Microsoft Power Automate. This module also includes detailed walkthroughs of each iManage provided Power Automate template as well as demonstrations on how to configure each.
Module 5 - Implementing Knowledge Locator
Explore in-depth the workstreams of implementing iManage Insight+ Knowledge Locator. This includes: identifying business value, requirements gathering, identifying knowledge content, metadata schema design, technical product configuration, including key settings, and curation best practice.
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