Reltio Connect

 View Only

  • 1.  Reltio Training by Roles for New Team

    Posted 07-20-2021 16:03

    Hi Reltio Community,

    Our institution just bought Reltio in order to manage/build a single source of truth for provider. I would appreciate if someone can help us by providing documentation around the requisite trainings for the following roles they should be taking from Reltio Academy

    1. Developer
    2. Architect
    3. Business Systems Analyst
    4. Data Stewards


    ------------------------------
    Rohit Goshai
    Sr. Project Manager
    Ascension
    Austin, TX
    ------------------------------


  • 2.  RE: Reltio Training by Roles for New Team

    Reltio Employee
    Posted 07-20-2021 17:04
    @Rohit Goshai, thanks for posting and we are so glad you bought Reltio.  We have some stuff going on in this exact area. I have reached out to @Gopalakrishnan Shankar, as he would be best to answer this. He is in India, so it could tomorrow that he answers this. ​​

    ------------------------------
    Chris Detzel
    Community Program Manager
    Reltio
    ------------------------------



  • 3.  RE: Reltio Training by Roles for New Team
    Best Answer

    Reltio Employee
    Posted 07-21-2021 06:11
    Thanks for reaching out to us, Rohit! Here are the list of trainings, organized by the roles you mentioned. Please note that I have added the assumed roles and responsibilities against each role as you may have a definition that's different from ours. A couple of quick call outs:

    1. Please log into Reltio Academy and launch the links from the below to enroll for the specific courses.
    2. We are in the process of revamping two of our foundational courses in the table below. While the new version of Reltio User Experience will be available as early as next week, the Reltio Connected Customer 360 Introduction course will be available by mid-August. 

    Let me know if you have any other questions.


    ROLES COURSES ASSUMED RESPONSIBILITIES AND TASKS
    Developer Reltio Connected Customer 360 Introduction * Implement data model changes and enhancements
    * Import data (Using Middleware or Console data loader)
    * Export data (Using Middleware or Console data loader)
    * Configure/modify match rules
    * Configure survivorship
    * UI Configuration Using Console
    * Configure and Load RDM
    * Add users and roles (Refer Documentation Sources)
    * Configure SSO (Refer Documentation Sources)
    Reltio User Experience
    Configuration Fundamentals
    Loading Data into Reltio
    Exporting Data from Reltio
    Creating Match Rules
    Reference Data Management
    DOCUMENTATION SOURCES
    https://docs.reltio.com/usermanagement/usermanagement.html
    https://docs.reltio.com/ssoconfiguration/ssoconfiguration.html
         
    Architect Reltio Connected Customer 360 Introduction * Design Data Model
    * Architect Overall solution (Reltio, Inbound, outbound design, etc.)
    * Review Data Profiling Results
    * Recommend/Design Match Rules
    * Recommend/Design Survivorship
    * Perform Design Review and Hold ARB (includes Reltio and all In/Out integrations)
    NOTE: The system architecture and Implementation areas require a general knowledge of how to architect and implement systems which comes from experience on multiple projects
    Reltio User Experience
    Configuration Fundamentals
    Reltio Connected Data Platform and Architecture
    Loading Data into Reltio
    Exporting Data from Reltio
    Creating Match Rules
         
    Business Systems Analyst Reltio Connected Customer 360 Introduction * Define Business Requirements (in non-technical terms)
    * Provide business and technical subject matter expertise around business processes
    * Conduct Business Focused Testing, including UAT
    Reltio User Experience
    Configuration Fundamentals
         
    Data Stewards Reltio Connected Customer 360 Introduction * Provide business and technical subject matter expertise around company business processes
    * Conduct Business Focused Testing, including UAT
    * Use Reltio in Day to Day business activities (steward data, merge profiles, review/revise hierarchies, work in source and downstream systems)
    * Use of Reltio for Business as Usual (BAU)
    * Support ongoing Operation of Reltio including logging support tickets and Requests for Enhancements (RFEs)
    Reltio User Experience
    Configuration Fundamentals


    ------------------------------
    Gopalakrishnan Shankar
    ------------------------------



  • 4.  RE: Reltio Training by Roles for New Team

    Reltio Employee
    Posted 07-21-2021 06:23
      |   view attached
    Here is the file with the courses and the links for your reference.

    Gopal
    Director-Training

    ------------------------------
    Gopalakrishnan Shankar
    ------------------------------

    Attachment(s)

    xlsx
    Course Mapping_Ascension.xlsx   12 KB 1 version
    Original Message


  • 5.  RE: Reltio Training by Roles for New Team

    Posted 07-21-2021 10:02
    Gopal - Thank you so much for the quick response with the detail answer.

    ------------------------------
    Rohit Goshai
    Sr. Project Manager
    Ascension
    Austin, TX
    ------------------------------

    Original Message


  • 6.  RE: Reltio Training by Roles for New Team

    Posted 04-19-2024 14:27

    @Gopalakrishnan Shankar can we get updated links now that you've sunset Reltio Academy and moved to Reltio Learn? Its a really helpful summary for organizations to inherit as we onboard new users into our Reltio solution. 



    ------------------------------
    Liz Marsh
    Eaton
    moon PA
    ------------------------------

    Original Message


  • 7.  RE: Reltio Training by Roles for New Team

    Reltio Employee
    Posted 04-19-2024 14:29

    @Matt Robinson Can you help @Liz Marsh with her question? Maybe someone from the team can help. 



    ------------------------------
    Chris Detzel
    Director of Customer Community and Engagement
    Reltio
    ------------------------------

    Original Message


  • 8.  RE: Reltio Training by Roles for New Team

    Reltio Employee
    Posted 04-19-2024 18:42

    @Liz Marsh - Hi Liz. Gopal is no longer with Reltio. I'm happy to assist you. Yes, we have transitioned to Reltio Learn and all of our role-based learning paths are clearly identified there. If a demo and walkthrough of Reltio Learn would be helpful, I'm happy to get a call for us and your team. Email me at matt.robinson@reltio.com. 

    Regards - Matt



    ------------------------------
    [Matt] [Robinson]
    [Head of Training & Enablement]
    [Reltio]
    [Utah]
    ------------------------------

    Original Message


Related Content