EPM Live Training

End-user, Power-user, and System Administrator Training and Resources.

Quick Links

Custom Training Services

Fusion Boot Camps

Fusion Boot Camps are designed for individuals who need a solid working knowledge of EPM Live from the perspective of user roles and for the individuals who need to know and understand how to configure and administer the EPM Live product. This Boot Camp is broken down into three sessions and select topics are delivered on each day. New to EPM Live and need to know how to use and configure the tool? Attend all three sessions to get the full end-to-end training!

Each session includes hands-on exercises, daily practice labs, and use cases to help attendees better understand the various aspects and modules of EPM Live.  EPM Live offers Fusion Boot Camps at the customer site, as public Boot Camps at the Upland office in Carlsbad, and web-based.   For web-based and Carlsbad locations, customers may choose any/all of the sessions.  For onsite customer training, at least two sessions must be purchased.

  • Session 1 – Monday & Tuesday: End User Topics
  • Session 2 – Wednesday: Reporting Deep-Dive
  • Session 3 – Thursday & Friday: Admin Essentials

Request More Information

Site Collection Administrator (SCA) / Administrator Boot Camps

Site Collection Administrator (SCA) / Administrator Boot Camps are designed for administrators and partners who want a back-end / behind-the-scenes understanding of EPM Live. The SCA Boot Camp is designed specifically for those individuals who need to know and understand how to configure and administer EPM Live. The SCA Boot Camp will consist of hands-on workshops, product feature demonstrations, daily practice labs, and product Q&A sessions! The SCA Boot Camps are multi-day, destination based events.  Note: Upland does NOT provide training computers.  EPM Live offers Administrator Boot Camps at the customer site, as public Boot Camps at the Upland office in Carlsbad, and web-based.

Request More Information

Power User Boot Camps

Power User Boot Camps are designed for individuals who need a solid foundation and strong working knowledge of EPM Live from the perspective of the various end-user roles and who will be using the product. This Boot Camp provides a deep-dive experience primarily focused on the front-end of EPM Live and will also include select admin features as appropriate for a Power User. These Power User Boot Camps include hands-on practical experience, best practices, use cases, and exercises to help you better understand all the various aspects and modules of EPM Live. The Power User Boot Camps are multi-day, destination-based events.

EPM Live offers Power User Boot Camps at the customer site or web-based.

Request More Information

End User Training

End User Training is designed for individuals who will be using the product and need a solid foundation and working knowledge of their Upland product from the perspective of the various end-user roles. The End User training is primarily focused on the front-end of the Upland product. The length of the End User Training is dependent on the number of desired topics to be covered during training. The End User training include hands-on practical experience, best practices, use cases, and exercises to help you better understand the various aspects and modules of the Upland product.

EPM Live offers End User training at the customer site or web-based.

Request More Information

Train-the-Trainer (TTT) Training

Train-the-Trainer (TTT) Training is typically a one-day training workshop that can be added onto the Power User Boot Camp or any custom end-user training engagement. The TTT Training is designed for individuals who want to become end-user/role-based instructors of EPM Live for their team/organization. The TTT Training covers best practices for training technology/software, and techniques for effective training. During the TTT Training each attendee will learn to develop their training/presentation skills. The following product course materials will be made available as “editable” documents: syllabi, exercise labs, trainer outlines, and presentation slides.  EPM Live offers Train-the-Trainer at the customer site.

Request More Information

Custom Classroom Training

Classroom Training is delivered on location at a client’s facility or at one of our Upland facilities. Up to 10 students per class at the regular price.  We will use the client-configured site (when possible) and will tailor the training accordingly.

Request More Information

Custom Web-Based Training

Client Web-Based Training (Remote) is delivered via web meeting, such as GoToMeeting, etc. The delivery style can be either “Demo” (Presentation) or “Hands-On”**. We will use the client-configured site (when possible) and will tailor the training accordingly. This does not include custom materials.

** For “Hands-On” delivery, all students must be in one room with projector and audio capabilities to view and interact with the instructor. One person at the client’s site must act as floater to monitor participation and interaction between the students and the instructor.

Request More Information

One-on-One Coaching

One-on-One Coaching Sessions are delivered remote (via web) between one Upland instructor and one client individual. The session focus can be around specific training topics and/or product configuration.

Request More Information