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Collaborative Business Planning
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CBP-Software and CBP Partner Workshops

Both CBP-Software and CBP Partners, offer a variety of online workshops ranging from single to four 1/2-day sessions, all designed to help participants learn the value and power of creating a Digital Twin of the Organization and how CBP supports DTO, BPAC and/or Lean initiatives. 

Key Features of all our Workshops

  • Instructor led providing participants with demos and/or hands-on experience using CBP
  • Utilizing practical case studies
  • Online or in-class format
  • Customizable for in-house delivery to meet specific requirements

CBP-SOFTWARE Training Workshop Descriptions

CBP Modeler - Four 3.5-Hour Online Sessions

This online workshop is for new users of CBP responsible for building, validating and generating results from CBP models.  A step-by-step learning approach is used so that participants can follow along with the instructor through access to the CBP Cloud. Participants come away with “ready to apply” tips and techniques to create a Digital Twin of any organizational business process and enhance their CBP Modeler experience.


Participants will:

  • Learn the architectural structure of CBP and the underlying QualiWare solution
  • Understand the detailed concepts of BPAC diagrams using the building blocks of CBP
  • Explore the various data entry templates, results display options, and how to validate models
  • Learn how to automate data entry and results integration
  • Develop CBP reports and export CBP results to Excel or BI tools for further analytics


NOTE: Participants should have attended any of the BPAC workshops listed below before attending this more technical session

More Information and Registration

CBP Partner - LANDMARK DECISIONS Workshop Descriptions

BPAC Awareness - 1/2 Day On-Demand

This On-Demand workshop covers the basics of Business Process Analysis & Costing (BPAC) and how it can be used to enhance resource deployment, operations management, and costing/profitability analysis. Part 1 provide an overview of the BPAC methodology and how it supports creating a Digital Twin of an Organization (DTO) via CBP. Part 2 walks through an actual case study where participants will learn how BPAC implementation techniques, including “what-if” analysis, provide better insights into resource consumption and utilization. Part 3 provides a series of actual use cases for BPAC-CBP-DTO.


This workshop is highly recommended before attending any technical workshops from CBP-Software as it lays the foundation for creating Digital Twin of an Organization (DTO) models.


Participants will:

  • Understand operational models to help manage budgets, develop realistic product costs and service fees, and implement meaningful cost recovery strategies
  • Recognize the impact of resource constraints on product or service delivery costs and budgets
  • Appreciate the value of collaborative scenario-playing to evaluate efficiency improvements that align with LEAN or other business process improvement initiatives

Watch Part 1 on youtube

Using BPAC to Implement a Digital Twin of an Organization (DTO)

This 4 half-day online workshop helps organizations better understand the critical success factors associated with driving a “Business Process Improvement” culture in their organizations. Through the use of real-world examples and an interactive hands-on case study, participants come away with “ready to apply” tips, techniques, and templates to either initiate or enhance efficiency or operational/service costing initiatives using a DTO modeling approach.


Participants will learn how to:

  • Initiate, align, and sustain business process analysis and costing (BPAC) and improved operational costing in your organization 
  • Develop “hands-on” experience in building meaningful resource management and operational planning and costing models
  • Appreciate the value of planning in a collaborative environment to improve the long-term sustainability of the enterprise
  • Understand the role of BPAC technology using Collaborative Business Planning (CBP), for visualization, calculation and scenario playing purposes by creating a DTO model
  • Realize the benefits of a structured methodology to implement a Digital Twin approach for better planning, costing and budgeting across the organization

More Information and Registration

CBP Partner - barrington & LANDMARK Workshop Description

Lean Concepts to Enhance a Digital Twin of an Organization (DTO)

This 1.5 day online White-Belt Lean Six Sigma Certification workshop (delivered in 3 successive half-day sessions) covers the fundamentals of integrating Lean DMAIC principles with Business Process Analysis & Costing (BPAC) and how they support a comprehensive approach for developing or enhancing a Digital Twin of an Organization (DTO).


Following the Lean Six Sigma DMAIC approach, participants will learn how to:


  • Define – understand the problem(s) within the processes and conduct a strategic and operational assessment to determine the best opportunities for business process improvement 
  • Measure – recognize non-value-added activities within a process and how to collect and validate operational, financial, and performance data to develop a DTO model of both current and future state processes
  • Analyze – evaluate DTO model results and explore operational and financial relationship to help recognize root causes for waste (non-value-added work) and other process problems
  • Improve – identify process improvement ideas and test/evaluate potential solutions to assess the impact on throughput, quality, resources, costs and profitability
  • Control – develop strategies to sustain DTO models and move towards a continuous improvement culture through understanding leading performance and quality indicators

More Information and Registration

CBP Partner - CLOSEREACH Workshop Description

Ancillary QualiWare Training

 For CBP users interested in exploring more of the CBP platform, QualiWare, CloseReach offers a wide array of both online and in-house QualiWare specific workshops. 

CloseReach Partner Training

 A variety of Enterprise Architecture related training covering topics such as Business Architecture, Designing Strategic Change and ITIL

LINK TO CLOSEREACH TRAINING

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