Customer Empowerment Webinar Series | Prophix
Karate Prophix Automation
Learn to master automation

Wednesday, January 29 at 1:00 PM ET
Use the powerful features in Prophix to streamline your planning and reporting processes. Watch and learn as we highlight a variety of techniques and tools that our customers use to work more efficiently. Watch the recorded webinar now.
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Template Studio
Prophix 11's new Template Studio is here!

Tuesday, February 25 at 1:00PM ET
Discover what all of the buzz is about, as we focus on Prophix 11's revamped report writing tool. We will discuss the most common challenges that users have faced in the past when designing templates, and then demonstrate how Prophix 11's new Template Studio addresses these issues. Topics include dynamic formatting, template-based formulas, 'undo'ing, and more!

View the recording now and turn your report writing woes into a thing of the past.
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RedTool Prophix Workflow
Workflow in Prophix 11: Updated and Improved

Tuesday, March 25 at 1:00PM ET
Workflow Manager helps you to manage your business's planning and reporting cycles, assigning responsibilities, monitoring the progress of your budget cycle, and keeping track of typical monthly duties.

View the recording and see how it's now easier to setup and manage workflow tasks, and we have addressed many of the challenges that our customers faced with large workflow projects.
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DPM Deep Dive
Investment & long-term debt planning

Tuesday, April 29 at 1:00PM ET
In previous webinars, you've seen Detailed Planning Manager (DPM) used for personnel and CapEx planning. Now explore the module's potential for investment and long-term debt planning.

DPM can calculate principal and interest payments, handle varying amortization periods, and precisely determine the impact to cash flow. Watch this webinar as we demonstrate this functionality and explain how you can leverage some advanced features!
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Best Practices
balance sheet and cash flow planning

Wednesday, May 28th at 1:00PM ET
Balance sheet and cash flow planning are integral parts of the overall planning process; however, due to time constraints, many companies struggle to make them a priority.

Prophix can help to expedite the planning process and seamlessly integrate these components with less of a time requirement than you might expect.

Watch this webinar as we highlight best practices that our customers use to plan key balance sheet and cash flow line items.
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Building a balanced scorecard


Wednesday, June 25th at 1:00PM ET
A balanced scorecard is one of the most recognized frameworks for monitoring an organization's key performance indicators.

Watch this webinar as we explore how a balanced scorecard can help your company and teach you how to build one yourself. This session will also highlight an interesting case study that uses advanced template design concepts.
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Better Forecasting
On-Demand



Wednesday, July 30th at 1:00PM ET
Forecasting cartoon
Regular forecasting has become a necessary aspect of your day-to-day business operations. Discover how Prophix's innovative forecasting functions can enable your key stakeholders to make timely decisions through the use of consistent, accurate, and detailed forecasts.

Watch this webinar will explore various formats, including rolling forecasts, detailed forecasts, re-forecasts, and high-level multi-year forecasts.
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Prepare Your Team for
Budget Season



Wednesday, August 27th at 1:00PM ET
Master Prophix to simplify work for your budget contributors and empower your budget administrator. Learn about the value of Prophix's options for data entry: offline, using SharePoint, via Prophix for Excel, and more. Additionally, our seasoned experts break down methods for checking user security, updating budget workflows and budget plans, and leveraging opportunities for end-user training.

Watch this recorded webinar and learn the tricks to master budget season!
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Reporting cartoon Become a Reporting Expert

Wednesday, September 24th at 1:00PM ET
Let an expert Prophix consultant walk you through the steps to creating and integrating different Prophix report types, as well as setting your report distribution schedules. Prophix provides a comprehensive, easy-to-use platform to create reports across the following formats:
  • Prophix Mobile
  • Formal boardroom annual statements
  • Dashboards and scorecards
  • Detailed reporting document reports
  • Auditable Prophix workflow reports
  • SharePoint reports

Now's your chance to yield the benefits from Prophix's end-to-end reporting solution!
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Troubleshooting in Prophix


Wednesday, October 29th at 1:00PM ET
Help cartoon
Ever wondered why you encounter errors in Prophix's Process Manager? Why won't drill-across preview the right data? How come Bill didn't receive the proper report book? Learn from an experienced Prophix consultant and understand how to solve these issues as they arise. Take control today!

Watch this recorded webinar for valuable troubleshooting techniques.
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A Customer's CPM Journey

Wednesday, November 26th at 1:00PM ET
Customer journey cartoon man
In previous customer empowerment webinars, you listened and learned from experienced Prophix consultants. Now it's time to hear directly from your peers! This customer-led webinar will share the lessons from a company that has used CPM software to evaluate their organization's operations and automate important financial processes.
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Tips & Tricks - Part 2

Wednesday, December 17th at 1:00PM ET
Tips and Tricks cartoon
Get reacquainted with some of the most useful tips and tricks for mastering your work within Prophix. You may have written it down during training or seen it in a session with your consultant. In any case, those valuable tips and tricks are lost and forgotten! Join this webinar, presented by one of our experienced implementation experts, to learn some simple methods for making your work with Prophix easier and more effective. From templates, to Smart Portal, to hierarchies, there's something valuable here for everyone.
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Missed a past webinar?
Catch up on customer webinars you may have missed
In the past few years we've conducted customers webinars on informative and educational topics to help our customers get the most out of their investments.

View the recordings from 2014, 2015, 2016, 2017 .

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