Overview: Coaching and support is recommended for teams with minimal ADVISOR Enterprise experience or complex projects to minimize the learning curve and leverage ADVISOR’s full capabilities. This may include:

  • Setup implementation plan. Outlines the entire process including: data to be collected, analysis to be conducted, reports to be generated, rules/guidelines to be followed as well as roles and responsibilities.
  • Configure ADVISOR Enterprise in line with needs. This includes streamlining ADVISOR interface in line with plan/requirements; setting up user privileges and so forth.
  • Setup cost and instructional design Templates/Resources to simplify and speed data analysis and control quality.
  • Modify the ADVISOR terminology in line with needs.
  • Setup data classification system and search criteria.
  • Collect, upload and analyze data.
  • Develop custom functions/reports. (Read more.)


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