The Professional Services Learning Institute

When companies invest in an enterprise software solution, the selection of the right product is just one driver of project success. Ensuring that the project team, system administrators, report writers, and end-users are able to effectively utilize and adopt the system is just as important as the technology itself. Our Professional Services Learning Institute team can provide the necessary foundation for success by informing smart system design during the implementation and by driving rapid user adoption once the system goes live.

Recognizing the importance of training to support our clients’ success, ELM Solutions has a dedicated in-house training organization, the Professional Services Learning Institute, that offers a comprehensive and holistic approach to training throughout each customer’s implementation, as well as ongoing training offerings for clients in production. Potential training services include:

  • Project kickoff training services meant to educate new clients on their solution as part of the requirements-gathering process
  • Subject matter expert training support throughout an implementation and ongoing after deployment
  • User functional training as well as process and role-based training, offering the right level of training, at the right time, to the right audience
  • Learning options tailored specific to Client design - not a one-size-fits-all program or offering
  • A variety of training delivery options that include virtual live-hosted training, client site training, and virtual self-paced training
  • Training reinforcement programs for Clients in production to aid in user adoption of the solution

For more information, contact your Wolters Kluwer ELM Solutions account manager. 

Training offerings include:

  • Training types
  • Training consultation
  • Course offerings
  • Project kickoff training services – Includes training for key business and IT stakeholders who will participate in the requirements and design phases of the implementation
  • Implementation training services – Our subject matter experts train user acceptance testing (UAT) participants and end-users based on the client’s specific software configuration and key business processes
  • Open enrollment training – Recurring technical training for system administrators, system designers, and report developers offered up to 3 times per year in our Houston location
  • Custom user materials – Training instructional materials and user booklets can be produced in custom format representing client business process and system design
  • On-demand learning – Self-serve custom e-learning developed in Articulate360 Rise and/or Storyline
  • Ongoing learning support – Post-deployment user adoption services and subject matter expert training support can be provided to support Client system adoption objective

Because Passport® and TyMetrix® 360° are powerful technology solutions that support the unique and complex needs of the largest companies in the world, each client’s implementation and configuration is different. Our training services include the ability to consult with clients to fully assess their training needs and build an appropriate training program and curriculum for their users and technical staff. This results in the development of a training plan that is designed to identify the roles, actions, and functions to be trained and a curriculum plan designed to achieve our clients’ goals for their system and operations.

The Learning Institute can also customize training content and curriculum, including course materials, eLearning solutions, and how-to animations to reflect a client’s specific Passport or TyMetrix 360° configuration. This can include ongoing support to maintain all custom training materials and programs and keep them up-to-date with the configuration changes that a client makes to its solution over time.

The Learning Institute offers the following training consulting and custom training services:

  • Training project management
  • Training plan development
  • Client-specific course development and delivery
  • Client-specific eLearning solution development
  • Deployment planning
  • Learning assessments and learning remediation services

The Learning Institute has developed and offers a full range of standard courses and documentation, some of which can be customized to reflect a client’s specific software configuration. Courses available to Passport or TyMetrix 360° system administrators, system designers, report writers, and end-users include:

  • End-user and administrator application training
  • End-user and administrator module training
  • System configuration training (for developers)
  • Basic reporting training
  • Advanced reporting training (for developers)

* Open Enrollment technical training courses are taught in Houston; clients are responsible for their own travel and lodging. Clients may elect for virtual live hosted training or dedicated training at their location where fees may apply.

Open enrollment training*

Instructor-led course offerings


TyMetrix 360° Technical Training
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  Course title Course description Location
Register TyMetrix 360° Network Administration This course provides attendees with an understanding of how to administer the system features of the TyMetrix 360° Application, covering key and common functions such as user management, work area management, data exchange, and more. Wolters Kluwer – Houston
Register TyMetrix 360° Reporting Basics The TyMetrix 360° Reporting Basics course is geared towards non-report developers who are seeking training on the basic reporting functions of the TyMetrix 360° application and Business Objects reporting tool to understand the available out-of-the-box onscreen reporting capability within TyMetrix 360° (such as views and filters), the standard reports available in Business Objects, as well as how to develop low complexity reports in Business Objects. Wolters Kluwer – Houston
Register TyMetrix 360° Advanced Reporting The TyMetrix 360° Advanced Reporting course is designed to provide Client report developers with an understanding of how to leverage the TyMetrix 360° reporting tool (Business Objects) to edit standard reports and develop custom reports at a low, medium, and high complexity level. Wolters Kluwer – Houston



Passport Technical Training
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  Course title Course description Location
Register Passport System Administration ("Admin Toolkit") The Passport System Administration (“Admin Toolkit”) course provides resources with an understanding of the out-of-the-box administrative features and functionality available to manage security, roles, permissions, and more. Wolters Kluwer – Houston
Register Passport Configuration Training ("Designer Toolkit") This course provides technical resources with an understanding of how to use the Passport Designer Toolkit to perform non-code configuration for Passport such as new screens, fields, and more. 
 Wolters Kluwer – Houston
Register Passport Reporting Basics The Passport Reporting Basics course is geared towards non-report developers who are seeking training on the basic reporting functions of the Passport application and Cognos reporting tool to understand the available out-of-the-box onscreen reporting capability within Passport (such as list pages, views, and filters), the standard reports available in Cognos, as well as how to develop low complexity reports in Cognos. Wolters Kluwer – Houston
Register Passport Advanced Reporting The Passport Advanced Reporting course is designed to provide Client report developers with an understanding of how to leverage the Passport reporting tool (Cognos) to edit standard reports and develop custom reports at a low, medium, and high complexity level. Wolters Kluwer – Houston
*Wolters Kluwer reserves the right to reschedule training events if the planned number of attendees is below our minimum thresholds. If an event requires rescheduling, we will communicate approximately two weeks before the scheduled training.
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