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Training

Build skills across your teams to fully utilize the power of your Grantmaker instance.
Onboard new team members, refresh the team knowledge or further their expertise with content tailored to their needs.

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Internal Staff Training & Certification
Learn the basic use of cards, dashboards, filters, budgeting and more. The information presented will allow participants to get started as an everyday user in Fluxx regardless of role.

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Standard Admin Training & Certification
This course will give you the ability to perform basic upkeep and maintenance of your system. You will learn the basics of what an Admin can do; how fields get created; how to understand workflow constructions; different budgeting types and more! This is the second training of the Fluxx Certification path and will provide you with a certification using the Fluxx platform as an Admin.

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Advanced Admin Training & Certification
This course will give you the tools to edit forms, manage users and their access, see how to handle documents, and teach you how to use the Adhoc Report Builder. This is the third training of the Fluxx Certification path and will provide you with a second certification using the Fluxx platform as an Admin.

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Configuration

Update your instance with a Configuration Project.
Update / redesign existing forms or add new capabilities to your instance with expert configuration help from Fluxx professionals.

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Light Configuration
A limited-scope configuration identified by an audit or as directed by the client. This scope includes updates to pre-existing items (such as form styling) in your current Fluxx instance.

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Advanced Configuration
Modify existing or add new forms or fields to your instance in a larger project. An advanced configuration includes complex build updates to pre-existing and/or new items in your current Fluxx instance. Configuration requirements can be identified by an audit or as directed by you.

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Ad-hoc Configuration
Engage with Fluxx to explore new ways to leverage your Grantmaker instance.

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Audit

Identify changes that will optimize your site capabilities and meet your evolving needs.
Get a review of your instance and recommendations on valuable configuration enhancements and/or training.

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Targeted Audit
A review of specific models, processes, or functionality in your instance as directed by the you.

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Comprehensive Audit
A full audit of your Fluxx instance including an Admin Panel Snapshot.

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