CCH Axcess™ Workstream - Best Practices Consulting

Designed to ensure a smooth implementation, a CCH consultant guides your implementation leaders through important setup decisions. Customers gain a head start on using CCH Axcess Workstream to its full potential and learn how to implement our recommended best practices for creating projects.

Type: Single client training
Advanced preparation: None
Prerequisites required: None
Field of study: Business Management and Organization
Program/course level: Basic

Objectives

• Discuss setup items required for a successful implementation.
• Define Workstream project workflow processes.
• Understand Workstream security basics.
• Begin editing the policies and procedures guide with firm-specific best practices.