Synectics Group
Training Class Formats
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We focus on
providing
complete service
and support for
all aspects of
trade promotion
management. In
addition to
software
development and
technical
support, we
emphasize the
importance of
our training and
consulting
capabilities for
both new and
existing
clients. Our
personnel are
recognized as
industry experts
in the area of
trade promotion
management. This
expertise is
reflected in our
commitment to
superior
training. Our
trainers have
extensive
experience, not
only with the
software itself
but also with
trade promotion
issues relevant
to the
successful
utilization of
the product.
Account Review™
TPM training covers
the
functionality of
the product as
well as the
navigation
within the
software, while
emphasizing the
business aspects
of the
interpretation
and the
application of
the results.
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Click
on a
class
below
for more
information
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Introduction to
Account Review™
Account Review
Refresher
Advanced Promotion
Analysis
Advanced
Planning/Budget
Tracking
Advanced Planning
and Execution
Advanced Deduction
Management
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Synectics Group
Training Center in
Allentown,
Pennsylvania. |
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Introduction to Account Review™
TPM:
Our standard 1 day training session
provides the fundamental instruction
required to begin using the software
to analyze and plan trade
promotions. This course is
recommended for anyone involved in
the management of the trade
promotion process, including
headquarters sales, marketing,
finance, information systems, trade
marketing, field sales, and brokers.
The complete course includes
training in the areas of promotion
analysis, promotion planning, budget
tracking, trade payment processing,
deduction resolution and the field
update process.
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Account
Review™ TPM Training Topics |
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Analysis - historical
post-promotion evaluation of
both internal (shipment,
spending, profitability,
etc.) and syndicated
(consumption, pricing,
merchandising, etc.) data. |
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Planning - the creation of
trade promotion events,
retrieval of existing
events, and reporting
capabilities for planned
events. |
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Budgeting - monitoring the
status of budgeted versus
planned volume and spending. |
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Payments/Deductions -
disbursement of trade funds
based on planned events and
resolving deductions. |
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Account Review™
TPM Refresher:
This one-day training session
provides a follow-up review of the
basic skills and concepts covered in
the introductory training. This
course is recommended for users with
approximately one year of experience
with the software. The session opens
with attendees generating a list of
questions and/or issues that they
would like to see addressed during
the training. The course is designed
to provide the more experienced user
with a review of material that may
not have been thoroughly absorbed
during the introductory training.
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Advanced Promotion Analysis:
This one-day training session
focuses on advanced applications of
the historical analysis capabilities
within the software. This course is
customized to the specific needs of
each client and is usually conducted
for headquarters personnel who are
responsible for trade promotion
analysis. Topics may include a
review of the basic promotion
evaluation concepts, additional
reports and graphs not addressed in
the introductory training,
interpretation and application of
trade promotion analysis results,
examples of custom analysis
consulting projects conducted with
Account Review™, and in-class
exploration of specific
client-generated analysis questions.
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Advanced Planning/Budget Tracking:
This training session is designed to
build on the basic skills developed
by our Introduction to Account
Review™ class. This class combines
our consulting and training skills
to create a unique collaborative
learning environment. Training and
exercises go into much more detail,
and include features and
functionality for more technically
advanced users. For example, classes
can include more complex indirect
planning options of roll-up or
push-down planning. Other examples
include targeted training on the
planning process from one group's
point of view, such as the brokers
or the field region managers.
Training can include additional
workflow recommendations from
entering the first plan to
evaluating how all planned activity
compares to corporate and field
budgets.
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Advanced Planning and Execution:
This class format combines our
consulting and training skills to
create a collaborative learning
environment. This training session
can be geared toward region and
corporate sales managers, providing
recommendations on how region
managers can best manage the
planning/approval process for their
brokers. It also can provide
specific recommendations about how
to evaluate the execution of deals
as the calendar or fiscal year
progresses. These sessions also
include specific workflow
recommendations from evaluating and
approving individual plans to actual
reporting/evaluation and funds
tracking at the customer, market and
other levels within the client's
organization. Advanced training
classes can be adapted to the
specific training needs of each
client.
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Advanced Deduction Management:
This advanced training session is
designed for staff dedicated to the
deduction resolution process.
Typically students research and
resolve deductions full time. These
classes include advanced features
and functionality for technically
advanced users. These classes also
serve as a forum for the Synectics
Group trainers and the students to
discuss how to apply advanced
Account Review™
TPM deduction resolution
features to automate and streamline
work flow.
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Synectics Group, a division of AFS Technologies Inc. 7540 Windsor Drive
Suite 200 Allentown PA 18195 ©1985- Synectics Group, Inc. All Rights Reserved. |
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