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Challenge

Supplier Onboarding and AP Operations

Live training requirements often cause delays, low completion rates, and inconsistent user proficiency across teams. These gaps create operational strain throughout the supplier onboarding process and AP operations.

49

%

of professionals agree that their executives are concerned employees lack the skills needed to execute the business strategy

Teams commonly fall behind when training requires physical attendance, resulting in slow adoption and uneven product confidence.

1 LinkedIn Learning (2025)

47

%

of digital workers struggle to find the information needed for their job

When users are not fully trained, suppliers and internal teams open more tickets and resolution times increase.

2 Gartner (2023)

12

%

of US employees say their organization has a good onboarding process

Time-consuming onboarding impacts day-one efficiency and delays overall platform adoption.

3 Gallup (2021)

Solution

On-Demand Training Hub

apexanalytix Learn delivers expert-built, on-demand training that helps new users quickly gain confidence with apexanalytix products. Each course pairs guided instruction with real examples and interactive exercises, giving learners practical skills they can apply immediately.

 

Our catalog covers key solutions (BankPro, Registration Essentials, and the smartvm app) with step-by-step tutorials that show users how to validate data, manage registrations, and improve accuracy. Courses include knowledge checks, reference materials, and simulated walk-throughs that reinforce understanding.

 

All training is available anytime on any device, making it easy for global teams to learn at their own pace. This flexible model reduces live-training dependencies, speeds up onboarding, and helps teams get more value from their apexanalytix investment.

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Benefits

Accelerate proficiency and drive measurable impact.

Empower your teams with structured, self-paced training that improves product mastery and strengthens performance across your organization.

Workflows

Faster Onboarding

apexanalytix Learn helps new users get up to speed without relying on time-consuming live training.

By following guided lessons and real workflow examples, learners understand how to perform their tasks sooner, reducing downtime and getting teams productive faster.

Help-Desk

Increased User Confidence

With structured, easy-to-follow courses, users become more comfortable navigating apexanalytix products and completing core tasks.

They gain the confidence to work accurately on their own, which leads to fewer errors and smoother day-to-day operations.

Data Extracts

Improved Data Accuracy

Learners understand how to validate, cleanse, and enrich data using apexanalytix tools, which leads to cleaner supplier information and more reliable records.

This results in fewer manual corrections, stronger reporting, and better decision-making.

Future State

Stronger Compliance

Users learn how to meet regulatory and internal requirements by entering and validating information correctly.

They know how to spot issues, interpret validation results, and take the right corrective actions, helping reduce compliance risks.

Supplier Comms

Reduced Support Dependency

With clear instruction and hands-on practice, users can resolve common issues themselves and avoid unnecessary support tickets.

This lowers strain on internal teams and helps keep processes running smoothly.

Apex Culture

Better Business Outcomes

When users understand how to fully leverage apexanalytix solutions, they work more efficiently and deliver higher-quality results.

This leads to streamlined processes, more accurate data, and stronger overall performance for the organization.

Training Module

Expand capability with focused training that strengthens user skills.

Not all users learn the same way. Structured on-demand training helps every team member master apexanalytix products faster and with fewer support interruptions.

Report

Registration Training Package

The Registration Training Package helps users build confidence as they work within the Registration Suite. Courses cover essential workflows such as user registration, data entry, document validation, and supplier enablement.

This training improves accuracy, strengthens proficiency, and supports smoother onboarding across your organization.

Recovery

Admin Training Package

The Admin Training Suite equips administrators with the skills needed to manage, secure, and maintain the Portal effectively.

Through structured lessons and practical examples, admins learn how to configure settings, support users, and oversee the platform with confidence. This training promotes stronger governance, improved system performance, and a more reliable Portal experience for everyone.

Registration Training Package

BankPro: Mastering Bank Account Validation

The BankPro course teaches users how to validate bank account information accurately and reduce fraud risk. Guided lessons, real examples, and interactive exercises show how to use BankPro in everyday workflows, while voice-over instruction explains why each step matters.

 

The course includes the BankPro Validation Reference Guide, knowledge checks, and a final assessment that reinforces key concepts. Learners see how BankPro verifies account numbers and ownership details, and how the Global Bank Account Confidence Score by apexanalytix fills gaps in external data.

 

By the end, users can interpret validation results with confidence, resolve issues quickly, and improve the accuracy of entity bank information, leading to fewer errors and stronger operational reliability.

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Registration Essentials

  • Registration Essentials

  • SmartVM App: First-Run
    Guide

  • Supplier Enablement

Registration Essentials helps new users understand how to create, update, and manage supplier profiles with accuracy. Tutorials simulate the Portal experience so learners know exactly how to move through the system and complete each task.

Users follow step-by-step lessons that demonstrate how Registration Essentials validates information, reduces errors, and supports compliance. Real workflow examples show how to manage the full lifecycle—from creating a registration to resolving validation issues.

After completing the course, learners can confidently maintain supplier records, navigate key features, interpret validation results, and use the Validation Tracker Report to monitor progress. This leads to cleaner data and fewer downstream issues.

The smartvm course teaches users how to cleanse, enrich, and validate entity data using real examples that mirror everyday workflows. Guided lessons walk learners through a full smartvm run, helping them understand each step from configuration to results analysis.

Interactive exercises show how to upload files, configure validation settings, monitor processing, and assess data quality. Knowledge checks reinforce key concepts and ensure learners know how to use smartvm effectively.

After the course, users can confidently prepare datasets, run validations, and interpret results. This enables them to improve data accuracy, reduce manual cleanup, and generate more reliable insights across their organization.

This course helps users understand how Supplier Enablement programs strengthen supplier relationships and support healthier cash flow. Learners follow step-by-step demonstrations showing how dynamic discounting works, how suppliers interact with the Portal, and how enablement activities fit into overall program goals.

Examples walk through reviewing early payment opportunities, guiding suppliers through onboarding, and addressing common questions. Knowledge checks reinforce key concepts and highlight best practices for maximizing supplier participation and program value.

Learners finish with a clear understanding of the Supplier Enablement process, the value it brings to both buyers and suppliers, and the skills needed to support strong adoption and successful program outcomes.

Admin Training Package

Portal Passkeys

The Portal Passkeys course helps users understand how passkeys improve authentication by replacing traditional passwords with a more secure and streamlined login method. Through guided lessons and practical examples, learners see how passkeys reduce friction while strengthening Portal access security.

 

The course walks through registering passkeys, logging in with them, and managing updates or resets. Interactive demonstrations and knowledge checks reinforce correct usage and highlight best practices for maintaining secure access.

 

By the end, learners know how to register, update, and use passkeys in Portal confidently. They understand the benefits of adopting passkey authentication and can help ensure a smoother, more secure login experience for all users.

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Portal Administration:
Security

  • Portal Administration:
    Security

  • Portal Administration: Roles

  • Portal Administration:
    Reports

  • Portal Administration: Translations Management

This course teaches administrators how to secure their Portal environment through proper account management and access control. Learners explore real examples that show how to configure security settings, tailor password requirements, and manage login behavior.

Guided tutorials walk administrators through accessing the Security page, managing user accounts, and applying role-based access. Knowledge checks reinforce how to maintain a secure and efficient setup.

Upon completion, administrators will be able to confidently implement strong security practices, ensure appropriate access levels, and maintain a safer Portal environment for all users.

In this course, administrators learn how to manage Portal access by assigning manual and SSO-based roles. Lessons explain how roles work, how they affect user permissions, and how they support secure and efficient administration.

Interactive examples walk through assigning roles, switching between SSO roles, and leveraging ID Certification reports to review user access behaviors. Tutorials also show how to provision or update roles as organizational needs change.

After completing the course, administrators can describe common role types, assign roles correctly, and maintain clean, well-structured access controls across the Portal.

This course shows users how to use Portal’s reporting tools to track performance, troubleshoot issues, and improve processes. Through guided instruction, learners explore the most common reports and see how each one supports operational decision-making.

Interactive tutorials walk through running reports, interpreting results, and automating report delivery. Real workflow examples demonstrate how reporting insights can resolve bottlenecks and keep Portal running smoothly.

By the end of the course, users can confidently access and apply Portal reports to improve visibility, reduce manual effort, and support more informed decision-making.

This course helps administrators maintain accurate, localized Portal content for global users. Learners follow step-by-step demonstrations showing how to assign the Translator role, edit text, and verify updates across different languages.

Examples highlight how to update translations, troubleshoot issues, and ensure changes display correctly. Knowledge checks reinforce best practices for delivering clear, consistent multilingual experiences.

By the end, administrators can manage translations confidently, support global teams more effectively, and maintain a seamless user experience across all supported languages.

Resources

Want to learn more?

Hundreds of product overviews, reports, customer-led webinars and on-demand product demos.

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