All Courses

SOP — Sales & Marketing Academy
SOP_SM_LeadScoringCriteria SOP_SM_EmailTemplatesCallScripts SOP_SM_ActivityFollowUpScheduling SOP_SM_MarketingCampaignWorkflow SOP_SM_EmailCampaignSetup
All Employees
onboarding foundation policy
Service Delivery Academy
SDA Delivery SDA sop
SOP — Finance & Accounting Academy
SOP_FA_POCreationInOdoo SOP_FA_MonthEndChecklist SOP_FA_AccountReconciliation SOP_FA_RunningBudgetReports SOP_FA_InterpretingVariances
Your Level
LVL_Advanced LVL_Basic LVL_Intermediate LVL_Master
Employee Foundation & Policies
EMP_Onboarding EMP_Foundation EMP_Policy
SOP — Compliance & Risk Management Academy
SOP_CR_DPIAOverview SOP_CR_ConductDPIA SOP_CR_IncidentResponseWorkflow SOP_CR_IncidentReportFilling SOP_CR_PolicyReviewCalendarRoles SOP_CR_KnowledgeBaseUpdate
Policy — Anti-Discrimination & Harassment
POL_ADH_HarassmentPolicyOverview POL_ADH_HowToReportHarassment
SOP — Client Management Academy
SOP_CM_NewClientIntake SOP_CM_HandlingEnquiries SOP_CM_QuotingProposal SOP_CM_ContractNegotiation SOP_CM_SLASetup SOP_CM_SLAAmendment SOP_CM_ClientBilling SOP_CM_HandlingOverdue SOP_CM_ClientOffboarding
Policy — Data Privacy & Security
POL_DPS_DataPrivacyPrinciples POL_DPS_HandlingPersonalData
Policy — Confidentiality & Whistle-blower
POL_CONF_ConfidentialityGuidelines POL_CONF_HowToReportIncident
SOP — Client Management Academy
SOP_CM_NewClientIntake SOP_CM_HandlingEnquiries SOP_CM_QuotingProposal SOP_CM_ContractNegotiation SOP_CM_SLASetup SOP_CM_SLAAmendment SOP_CM_ClientBilling SOP_CM_HandlingOverdue SOP_CM_ClientOffboarding SOP_CM_UpsellRenew
SOP — Service Delivery Academy
SOP_SD_ProjectKickoff SOP_SD_TaskExecution SOP_SD_QualityAssurance SOP_SD_PeerReview SOP_SD_ChangeRequestMgmt SOP_SD_DeliverableHandover SOP_SD_PostEngagementReview
SOP — Internal Administration Academy
SOP_IA_DocMgmtVersionControl SOP_IA_OfficeSupplyRequests SOP_IA_EquipmentCheckoutReturn SOP_IA_ExpenseReportingPolicy SOP_IA_OdooExpenseAppDemo SOP_IA_VendorQualification SOP_IA_SupplierInvoiceProcessing SOP_IA_AssetRegisterDepreciation SOP_IA_ITAssetRequestDisposal SOP_IA_MinuteTakingBestPractices SOP_IA_DailyBackupProcedures SOP_IA_RestoreFromBackup

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