Overview
The TeamDynamix Readiness Course was designed to empower organizations to hit the ground running when the implementation starts by providing many of the basic TeamDynamix configuration points in a digestible format. Each individual readiness module is intended to provide the knowledge needed 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 after the hand off. 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.
Each session/module has 2 hours allotted for it, but it is common for the sessions to average a 90 min duration.
Admins/Project Managers: please block off time for action items per the estimate time column.
Note: Generally, we ask to send no more than 5 total resources to attend readiness at a time. Exceptions can be approved by TDX staff.
Module Descriptions
|
Module Title
Track (ITSM or PPM)
|
Description
|
Roles That Should Attend
|
Est Time to
Complete
Action Items
|
| Prerequisite Course |
Service Catalog Intro
ITSM PPM |
Offered by our Process Consulting Team, this course will discuss best practices for Service Catalog Management and how to establish a Service list. |
- Project Manager
- TDX Global Admins
- TDX App Admins - Client portal
- Service owners (optional)
|
4 hrs
|
| Primary Courses |
Foundations
ITSM PPM |
The essential building blocks of TeamDynamix that touch all areas of the tool, e.g., importing in departments, building/room data, groups for routing work and controlling visibility, etc. |
- Project Manager
- TDX Global Admins
|
2.5 hrs
|
Client Portal Design
ITSM PPM |
Styling/branding the customer-facing site for submitting requests (projects & tickets) and browsing the knowledge base.
How to build a Service Catalog within TeamDynamix. There are multiple paths to completing this module and we show you the most common ones.
|
- Project Manager
- TDX Global Admins
- TDX App Admins - Client portal
- Technical Resources - Web/Marketing
- Service owners (optional)
|
3 hrs
|
Ticketing
ITSM |
The essential configuration of ticket management within TeamDynamix, such as tickets forms, attributes, routing work via the form, etc. |
- Project Manager
- TDX Global Admins
- TDX App Admins - Tickets
- Service owners (optional)
|
1 hrs |
Knowledge Management & Advanced Ticketing
ITSM PPM |
Create and manage knowledge articles, KB drafts, and categories. Also includes permissions for internal vs external documentation.
The advanced configurations of tickets, including workflows, automation rules, and service level agreements (SLAs).
|
- Project Manager
- TDX Global Admins
- TDX App Admins - Client portal
- TDX App Admins - Tickets
- Knowledge managers (optional)
|
2 hrs
|
Asset Register (if applicable)
ITSM |
Tracking assets and key data points associated with assets, such as vendors, product types, and product models. Excel based imports are the most common way of entered in this data. |
- Project Manager
- TDX Global Admins
- TDX App Admins - Assets/CIs
- Asset managers (optional)
|
2 hrs |
| Optional Additional Course |
Core Integrations
ITSM PPM |
Introduction to SSO configurations, bulk user management options, and email integration tools within TeamDynamix. |
- Project Manager
- TDX Global Admins
- Technical Resources - Authentication/SSO
- Technical Resources - User Management
- Technical Resources - Email Management
|
2 hrs |