Expert Hours

Connect with Allocadia’s Training & Enablement Team

Ask us anything

Allocadia’s Expert Hours are live drop-in sessions that give you access to an expert on our team who can answer your questions and provide you with best practice advice. It is also an opportunity to meet fellow Allocadia users and learn how others are optimizing their use of Allocadia.

If you have some questions about Allocadia or would like to optimize your Allocadia usage, Allocadia Expert Hour sessions are for you.

Allocadia Expert hours are:

  • Available to anyone with an Allocadia login
  • No cost, just drop in and ask an expert
  • Held once a month
Expert Hour Recordings

Upcoming Expert Hours

Tuesday, July 7th, 2020 – [Admin Hours] The Basics of Allocadia’s Insights/Analytics

11am EST/ 8am PST

Welcome to Allocadia’s community-based System Admin training session. In this session, we will focus on the basic skills of managing Allocadia’s reporting, from building reports to creating dashboards within GoodData. This is a generic session as each organization has a unique configuration of Allocadia’s insights.

 

PLEASE NOTE – This session is for System Administrators who have edit access to the Analytics tab. To confirm you have access please click on the Analytics (or Insights) tab and look for the Edit button next to the Refresh button.

 

Register for this session

Thursday, June 9th, 2020 – [Admin Hours] Settings Administration

11am EST/ 8am PST

Settings Admin – Allocadia is a configurable Marketing Performance Management tool that was setup for your organization during implementation; but as time passes there are occasional updates that need to be made to lists, dependencies, views, etc. These are infrequent but important tasks. Join Allocadia’s Training & Enablement team to gain a basic understanding of our three types of settings, how to adjust your template and how to maintain Allocadia and become self-sufficient.

PLEASE NOTE – This session is for Administrators

 

Register for this session

Tuesday, July 14th, 2020 – [Expert Hours]  Maturity Playbook – Finance

10am ET/ 7am PST

Does your Marketing organization struggle with Finance asks? Are there constant reporting “fire drills” during the year? Do you wish that Finance was more confident in Marketing’s performance? Join Jef, from Allocadia’s Training and Enablement team, and special guests Sam Melnick (Allocadia’s VP of Growth) and Eve Belanger (Senior Customer Success Manager at Allocadia), to hone in on what Allocadia features can help to develop a strong Marketing and Finance relationship and learn how the Allocadia’s Maturity Playbook can support you in the journey.

 

Register for this session

Thursday, July 16th, 2020 – [Expert Hours]  Maturity Playbook – Finance

6pm ET/ 3pm PST

Does your Marketing organization struggle with Finance asks? Are there constant reporting “fire drills” during the year? Do you wish that Finance was more confident in Marketing’s performance? Join Jef, from Allocadia’s Training and Enablement team, and special guests Sam Melnick (Allocadia’s VP of Growth) and Eve Belanger (Senior Customer Success Manager at Allocadia), to hone in on what Allocadia features can help to develop a strong Marketing and Finance relationship and learn how the Allocadia’s Maturity Playbook can support you in the journey.

 

Register for this session

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