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CCG Webinar: How to Use Workflows to Make Your Life Easier

CCG expert consultants will walk you through how workflows save time by automating processes and improve data quality in this free webinar. Available on Demand.

Using standard workflows saves valuable time when entering new records in Vantagepoint. Learn about the types of workflows available and when they might be most helpful. Select workflow functions that align with your business processes, and set them as everyday procedures in Vantagepoint. Common workflows available right out of the Vantagepoint “box” include: warning / error validations, email notifications, field requirements, conditional changes and field calculations, all of which can be configured without any database coding experience.


  • What is a workflow
  • How workflows save time
  • How to set up and use Vantagepoint’s user-ready standard workflows (no database coding experience required)

Webinar Details:

On Demand!


Jim Kliebhan

Jim is a 25-year veteran of the professional services industry, providing ERP implementation, training, and project management services for the past 15 years. He has consulted on over 250 projects involving applications that improve business processes and performance, streamline operations and win new business. He holds a Vision certification in CRM and is a certified Agile ScrumMaster and Lean Six Sigma Greenbelt. His Bachelor of Science in Business Administration is from Marquette University.

Hilary Mortimer

Hilary is an experienced managing consultant with 18 years in the computer software industry, including focuses on ERP, implementation, accounting, professional services, and Deltek. She is Vision and Vantagepoint certified and holds a Bachelor’s degree in Business Management from Bryant College.


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