SPM Training

Providing more than the basic “how to” of an application, OpenSymmetry offers a comprehensive set of customizable training courses, each infused with best practice approaches gained through our consultants’ unparalleled experience in a wide range of industries.

Our hands-on training curriculum simulates the challenges typically addressed in a live sales performance environment, enabling you to become highly proficient users of your SPM solution, as well as maximizing the full return on your incentive compensation investment.

Unlike the standard training vendors typically offer, each course is customized to your specific needs and configuration, allowing your company to focus on what is important to your staff and eliminating unnecessary information. Offering your company the most flexibility and value, classes are held conveniently on-site at your company’s location or are web-based to ultimately save you time and money.

Available Training Courses

Sales Performance Management 101
For Individuals who will be involved in the design, administration, and analysis of Incentive Compensation Plans. SPM programs can be powerful mechanisms for linking an organization’s strategy with the actions of its people. Whether the compensation is for teams, individuals, an entire organization or a specialized group, for short-term or long-term performance, it is critical to align what is needed with how people are rewarded. Using “real life” examples and hands-on practice opportunities, this SPM fundamentals course will give your team a solid foundation on which to administer your incentive compensation program.
SPM Fundamentals for Administrators
This course will teach you the skills you need to be able to use and administer your SPM solution on a daily basis. The course outline and content can be customized to your company’s specific situation and needs.By the end of the course, you and your team will be able to:

  • Launch and navigate the solution’s interface
  • Create compensation plans, rules and elements
  • Create and edit reference data
  • Create and edit reporting and crediting hierarchies
  • Run transaction processing and commission/bonus calculations
  • Query, review and edit results data
SPM Fundamentals for End UsersĀ 
Designed to alleviate the confusion and frustration that often comes from the field after a new implementation, our End User training course introduces your team’s sales managers and sales representatives to your compensation solution.By the end of this workshop, your team will be able to:

  • Log in and password reset
  • Navigate the SPM solution
  • Access and understand reports
  • Resolve pay disputes
SPM Advanced Rule Writing
Taking your SPM Fundamental skills to the next level, this advanced course prepares your team for year-over-year plan changes, the building of new plans, and for an in-depth understanding of how your solution’s configuration works.Areas covered in this course include:

  • Rule writing best Practices
  • Rules and integration
  • Supporting reporting requirements
  • Plugins & stagehooks
  • Relevant “real life” case studies and exercises to test and expand your skills
SPM ETL Fundamentals for Informatica
Many SPM integration tasks are carried out by Informatica PowerCenter. This in-depth course will focus on the principles needed to use this tool effectively, as well as on the use of Stage Hooks to allow batch processing integration with other systems. This course will also cover the TrueComp repository and the data stored within it, how Deposits and Incentives are stored, and also how to extract, manipulate and move this data to other environments.Areas to be covered in this course include:

  • Integration tasks in the TrueComp environment
  • ETL overview and introduction to Informatica
  • Informatica components
  • Source Analyzer
  • Warehouse Designer
  • Mapping Designer
  • Debugging mappings
  • Workflow Manager
  • Workflow Monitor
  • Performance tuning
  • System architecture
SPM Reporting Fundamentals for Actuate
In this advanced course, you and your team will learn the fundamentals needed to use the Actuate reporting tool within your TrueComp environment.Areas that will be covered include:

  • Actuate introduction
  • Actuate basics
  • Advanced reporting in Actuate
  • The dataMart
  • The TrueInformation template report
  • Building a report using the template
  • Page Level security in TrueInformation
  • Best practices (Stored Procedures)
  • TrueInformation – integrating reports

Contact us learn more about our education services.

In 2008, we expanded our SPM offering to include Incentive Compensation Management.

Teaming with OpenSymmetry was a logical choice given their knowledge of incentive compensation, their track record of success and the strong working relationships our teams were able to form.

We are confident that this partnership will help our customers get the most out of Merced’s solutions.
— Matt Glickman, CEO, Merced Systems