TDX Readiness Course Syllabus

Overview

The TeamDynamix Readiness Course was designed to empower you to hit the ground running when you start your project by providing some of the most basic TeamDynamix information in an easily digestible format. Each individual readiness module is intended to provide you with the knowledge you need to complete the action items required of you before you meet with your implementation consultant.

Each individual module will begin with learning objectives and will end with a series of action items that you must complete. These modules are not intended to teach you everything about TeamDynamix, but rather to teach you the basic understanding of TeamDynamix so that you can engage in meaningful conversation with your implementation consultant. The table below shows the estimated time it will take to complete the action items in each module. Please keep in mind that this time can be distributed across multiple individuals.

Admins/Project Managers, please block off time for action items per the estimate time column. 

Each module has 2 hours allotted toward it, but it is common for the session to end early. The table below specifies the average length of each session.

Module Descriptions

Module Title
Description
ITSM or PPM?
Roles That Should Attend?
Avg Session
Length

Est Time to
Complete
Action Items

Introduction to TDX
High level concepts within TeamDynamix
to give you a good baseline of knowledge
going into the subsequent sessions

ITSM

PPM

Any user that will be a TeamDynamix administrator

Project manager of an implementation

Anyone interested in learning more about the structure of TeamDynamix

1 hr 30 mins
Foundations
The essential building blocks of
TeamDynamix, e.g., Importing in
departments, building data, etc.

ITSM

PPM

Any user that will be a TeamDynamix administrator

Project manager of an implementation

Anyone interested in learning more about the foundational configuration of TeamDynamix

1 hr 50 mins

3 hrs 30 mins

Core Integrations
SAML authentication setup, bulk user
management options, and email
integration tools within TeamDynamix

ITSM

PPM

Any user that will be a TeamDynamix administrator

Project manager of an implementation

Technical resources responsible for:

  • Authentication
  • User management
  • Email management

Anyone interested in learning more about these integration areas in TeamDynamix

1 hr 20 mins

6 hrs 45 mins

Client Portal Overview
Setting up the customer-facing site for
submitting requests (projects and tickets),
browsing the knowledge base, and
communicating relevant information to
customers about project and service
management

ITSM

PPM

Any user that will be a TeamDynamix administrator

Any web developer that you'd like to involve

1 hr 10 mins

3 hrs 15 mins

Knowledge Management
How to create and manage knowledge articles,
drafts, and categories inside TeamDynamix.
Also includes permissions for internal vs
external documentation.

ITSM

PPM

Any user that will be a TeamDynamix administrator

Project manager of an implementation

Anyone interested in learning more about the knowledge base of TeamDynamix

1 hr 30 min

4 hrs 30 mins

Service Catalog Management
How to build a Service Catalog
within TeamDynamix

ITSM

Any user that will be a TeamDynamix administrator

Project manager of an implementation

Anyone interested in learning more about setting up a service catalog

1 hr 30 min

6 hrs 45 mins

Ticketing Essentials
The essential configuration of ticket
management within TeamDynamix

ITSM

Any user that will be a TeamDynamix administrator

Project manager of an implementation

Anyone interested in setting up an application for tracking tickets in TeamDynamix

1 hr 30 mins

3 hrs 45 mins

Workshop Time
Open-ended workshop to ask questions
or revisit the content after attending the above courses

ITSM

PPM

Any and all are welcome to discuss anything TeamDynamix-related

1 hr N/A
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Details

Article ID: 111732
Created
Tue 7/14/20 9:24 AM
Modified
Fri 3/26/21 9:18 AM