kyriba fact sheet client training certification · 2019-12-24 · kyriba.com • [email protected] as...

FAC T SHEETClient Training Certification

kyriba.com • [email protected]

As the leader in cloud treasury and finance solutions, Kyriba is committed to providing clients with interactive training that empowers them to optimize their use of the Kyriba platform so they can drive faster results. Kyriba’s client training certification program is a formal process that ensures users are equipped with the latest knowledge and best practices for each module they are invested in.

Obtaining certification demonstrates a client’s commitment to corporate

treasury excellence. These certification courses will help clients become

a subject matter expert in the Kyriba application, helping maintain

and enhance their overall experience. Kyriba users will develop the

skills needed to efficiently administer, enhance and expand their Kyriba

deployment, leveraging best practice methodology.

Kyriba selects the most advanced trainers and subject matter experts for its

training and certification program. The trainers have an average of seven

years working with the Kyriba platform and bring real-world experience

along with anecdotes from when they were professional service consultants

working with clients. Kyriba’s training certification provides:

The Kyriba client certification

program is available both on

demand and in person. In order

to become certified in a module,

completion of all pre-work and a

75 percent passing grade on the

certification exam is required.

KYRIBA FACT SHEET

Client Training Certification

CERTIFIC ATION PROGR AM

1 A deep knowledge of the Kyriba application and its extensive

functionality

Best practices for managing and enhancing the Kyriba deployment

On-demand ELMS (electronic learning management system), which

provides detailed workflows to facilitate the learning experience

2

3


Core Data

Core Data is the backbone of the Kyriba application. Client data including company, accounts, market data, admin functionality and importing/exporting files takes place in this module.

Certification Content:As part of this certification process, clients will be required to complete all 20 core data sub-module ELMS courses and all practical exercises.

One day onsite training

Prerequisite: On Demand reviewPrior to training, a one-week review of all the ELMS courses is designed to streamline the training process and make it more effective.

Liquidity

Kyriba’s Liquidity Module provides a centralized repository for client’s bank reporting to allow visibility into global cash positions. In addition, forecasts can be incorporated to give treasurers a forward-looking position. In-house banking can be used to track activity and balances between legal entities.

Certification Content:As part of this certification process, clients will be required to complete all 45 liquidity sub- module ELMS courses and all practical exercises.

Four days onsite training

Prerequisite: Core Data, On Demand reviewPrior to training, a two-week review of all the ELMS courses is designed to streamline the training process and make it more effective.

Cash Accounting

Kyriba’s Cash Accounting Module allows for entries to be created from bank transactions and exported into a client’s ERP system.

Certification Content:As part of this certification process, clients will be required to complete all 15 cash accounting sub-module ELMS courses and all practical exercises.

On demand training only.

Prerequisite: Core Data, Liquidity, On Demand review

Session Descriptions


Risk Training

The Risk Module consists of Exposure Management, Sensitivity Analysis, Mark to Market (MTM), Financial and Hedge Accounting.

Certification Content:As part of this certification process, clients will be required to complete all 35 risk sub-module ELMS courses and all practical exercises.

Three days onsite training with certification.

Prerequisite: Core Data, Deal Capture, On Demand reviewPrior to training, a two-week review of all the ELMS courses is designed to streamline the training process and make it more effective.

Deal Capture

The Deal Capture Module captures debt, investment, interest rate swap, FX and lease transactions. In addition, it allows for transactions to be settled within Kyriba’s payment module.

Certification Content:As part of this certification process, clients will be required to complete all 55 financial transaction sub-module ELMS courses and all practical exercises.

Three days onsite training with certification.


Payments

The Payments Module consists of payment/direct debit and netting capabilities. The Payments Module empowers organization to initiate, approve and release payments with their banking partners. Netting optimizes intercompany and payment activity through a netting center.

Certification Content:As part of this certification process, clients will be required to complete all 40 payment sub-module ELMS courses and all practical exercises.

Three days onsite payment training and on demand netting video.




Bank Relationship

The Bank Relationship Module includes capabilities for bank fee analysis (BFA) and bank account management (BAM). BFA enables a client to track their bank fees against their negotiated pricing, while BAM tracks account signers and offers FBAR reporting.

Certification Content:As part of this certification process, clients will be required to complete all 20 BAM and BFA sub-module ELMS courses and all practical exercises.

Prerequisite: Core Data, On Demand reviewOn demand training video

GL Reconciliation

Kyriba’s GL Reconciliation Module automates the reconciliation between the client’s bank and book transactions.

Certification Content:As part of this certification process, clients will be required to complete all 15 GL reconciliation sub-module ELMS courses and all practical exercises.

Prerequisite: Core Data, On Demand reviewOn demand training video

Fraud & Compliance

The Fraud Detection Module extends the effectiveness of standard payment controls to include real time detection.

Certification Content:As part of this certification process, clients will be required to complete all 10 Fraud sub-module ELMS courses and all practical exercises.

Prerequisite: Core Data, Payments, On Demand reviewOn demand training video


About KyribaKyriba empowers financial leaders and their teams with award-winning solutions for cash and risk management, payments and supply chain finance. Kyriba delivers a highly secure, 100 percent SaaS enterprise platform, superior bank connectivity and a seamlessly integrated solution set for tackling today’s most complex financial challenges. Thousands of companies, including many of the world’s largest organizations, rely on Kyriba to streamline key processes, protect against loss from fraud and cybercrime, and accelerate growth opportunities through improved decision support. Technology analyst firm IDC recognized Kyriba as a global leader in its MarketScape for SaaS and cloud-enabled treasury and risk management applications for 2017-2018. Kyriba is headquartered in New York, with offices in San Diego, Paris, London, Tokyo, Dubai and other major locations. For more information, visit www.kyriba.com.

kyriba.com • [email protected] © 2017 Kyriba Corp. All rights reserved. KY17-032-121918

Training SessionsOn demand programs will provide a comprehensive understanding of the Kyriba system, and can be completed conveniently and efficiently at any time using Kyriba’s ELMS tool. The in-person classroom sessions are hosted either at a Kyriba office location, or at the client’s office.

In person sessions offered:

Module Duration

Core / Bank / Cash 5 days

Payments 3 days

Deal Capture 3 days

Risk (Valuation, Financial & Hedge Accounting) 3 days

On-demand programs (online):

Module Duration

Bank Account Management 3 hours

Bank Fee Analysis 3 hours

Netting 4 hours

GL Reconciliation 4 hours

Cash Accounting 4 hours

Fraud & Compliance 2 hours

Session Schedule

Prerequisites • How long does it take for my consultants to achieve

certification? Core Kyriba Certification can be achieved in as little as five days (with two weeks of on-demand pre-work).

Training• Where can I train?

Training can be conducted in our Kyriba offices in EMEA (Paris or London) or North America (New York or San Diego).

• Can I request a training on my premises? Yes, with a minimum of six participants per class.

• Where do I sign up for training? Contact your account manager.

• What tools can I use to receive updates on the progress that my consultants are making? The ELMS (Electronic Learning Management System) will be available to track weekly progress for each consultant on your team. COE can provide weekly updates.

• How much onsite training is really required? In order to maximize the time invested in learning the application, Kyriba has designed a hybrid training course that is split between 40 percent on demand training and 60 percent on-site training. Onsite training is necessary to collaborate and truly focus on the material that is presented, leveraging the trainers’ experience and real-life examples that enhance the learning process.

Certification• At what level is certification held?

Certification is held at the individual level.

• What is the minimum score for certification? Seventy-five percent. As we believe this is the minimum score to confirm your knowledge in the application.

• If I don’t achieve 75 percent, what happens? • You will have two weeks to re-take the ELMS courses • You will have two weekly calls with a Kyriba trainer to review knowledge gaps • Retake the test via virtual classroom

• What if I fail the second attempt? Retake the class—via onsite training or virtual if available.


FAQ

kyriba fact sheet client training certification · 2019-12-24 · kyriba.com • [email protected] as...

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