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HighRadius Collections Product Training for Boeing

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About this course

promoImage
description
lessonOverview

The HighRadius Collections End User Training aims to provide the Boeing users with the skills that they need for using the solution efficiently and comfortably. The course will be used to train the Boeing users specifically on HighRadius user interface and screens, and focuses on activities, which they need to perform on a day-to-day basis, such as sending correspondences and making calls. Along with the common scenarios, the course also describes user journeys focused around specific roles, such as the Boeing AR Manager, Lead, Manager Designee, Boeing BAAM and Boeing Customer Account Manager.

Course Objectives: At the end of this course, you will learn how to:

  • Describe different user personas, user journey mappings, and specific role expectations and activities
  • Navigate through the key screens and understand the functionality of each screen
  • Navigate to the Prioritized Worklist and Customer Review screens
  • Use the in-app personalized calling and perform post call activities
  • Use the in-app personalized email sending feature
  • Handle disputes, follow-ups, and escalations
  • Perform role-specific and admin activities

Curriculum

  • An Overview of HighRadius Cloud Solutions
  • An overview of HighRadius Cloud Solutions
  • Introductions and Agenda
  • Introductions _ Agenda.pptx.pdf
  • Overview of Client User Daily Workflows & CLS Systems
  • Overview of Boeing User Daily Workflows CLS Systems Final updated 7.28.23.pptx.pdf
  • Collections Worklist & Customer Review (Algos based)
  • Collections Worklist Customer Review Strategy Rules based Final updated 7.28.23.pptx.pdf
  • Personalized Emails & Auto Email Reviews
  • Personalized Emails Auto Email Reviews.pptx.pdf
  • Collections Call
  • Collections Call Final updated 7.28.23.pptx.pdf
  • Internal Escalations, Dispute, Follow-up Actions & Email Inbox
  • Internal Escalations, Dispute Follow-up Actions Final updated 7.28.23.pptx.pdf

About this course

promoImage
description
lessonOverview

The HighRadius Collections End User Training aims to provide the Boeing users with the skills that they need for using the solution efficiently and comfortably. The course will be used to train the Boeing users specifically on HighRadius user interface and screens, and focuses on activities, which they need to perform on a day-to-day basis, such as sending correspondences and making calls. Along with the common scenarios, the course also describes user journeys focused around specific roles, such as the Boeing AR Manager, Lead, Manager Designee, Boeing BAAM and Boeing Customer Account Manager.

Course Objectives: At the end of this course, you will learn how to:

  • Describe different user personas, user journey mappings, and specific role expectations and activities
  • Navigate through the key screens and understand the functionality of each screen
  • Navigate to the Prioritized Worklist and Customer Review screens
  • Use the in-app personalized calling and perform post call activities
  • Use the in-app personalized email sending feature
  • Handle disputes, follow-ups, and escalations
  • Perform role-specific and admin activities

Curriculum

  • An Overview of HighRadius Cloud Solutions
  • An overview of HighRadius Cloud Solutions
  • Introductions and Agenda
  • Introductions _ Agenda.pptx.pdf
  • Overview of Client User Daily Workflows & CLS Systems
  • Overview of Boeing User Daily Workflows CLS Systems Final updated 7.28.23.pptx.pdf
  • Collections Worklist & Customer Review (Algos based)
  • Collections Worklist Customer Review Strategy Rules based Final updated 7.28.23.pptx.pdf
  • Personalized Emails & Auto Email Reviews
  • Personalized Emails Auto Email Reviews.pptx.pdf
  • Collections Call
  • Collections Call Final updated 7.28.23.pptx.pdf
  • Internal Escalations, Dispute, Follow-up Actions & Email Inbox
  • Internal Escalations, Dispute Follow-up Actions Final updated 7.28.23.pptx.pdf