Training is embedded into the implementation—not bolted on at the end.
We align training directly to your workflows, data, and roles so your team is learning your system, not a generic demo environment. Our goal is operational confidence at go-live, not just system familiarity.

Training starts earlier than most platforms—and evolves over time.
We introduce foundational concepts once workflows and configurations are defined, then deepen training as real data is introduced. This phased approach ensures training is relevant, retained, and immediately useful.

We train by role, not by feature list.
Finance teams, grants administrators, donor services staff, leadership, and operations each receive training aligned to how they actually use the system. This keeps sessions focused, efficient, and respectful of people’s time.

We combine live, interactive training with durable self-serve resources.
Most implementation training is delivered live (virtual or in-person as appropriate), supported by recorded sessions, documentation, and a searchable knowledge base. Teams can revisit materials anytime as questions arise.

We train against real scenarios, not hypothetical examples.
By the time you go live, your team has practiced core workflows—fund setup, contributions, grants, reporting, reconciliation—using your actual configurations and data. This dramatically reduces post-launch friction and support tickets.

Training doesn’t stop after launch.
New hires, role changes, and process evolution are expected. We provide ongoing training options, refreshed materials, and access to our Customer Success team to ensure knowledge keeps pace with your organization.

We view training as a lever for operational excellence, not just adoption.
As foundations mature, they often expand into new fund types, investment strategies, or service models. Our training approach supports that evolution—helping teams move from “using the system” to using it strategically.