Cascade Training 2018-03-01T15:07:31+00:00

Cascade Training

Learn everything you need to know about using Cascade.
Access our on-demand training videos below - it's 100% free.

Cascade Basics

Get a quick walkthrough of what Cascade has to offer, and how the different parts of the platform work together. We'll cover:
  • The strategy planner
  • Managing goals
  • Snapshot reports
  • Dashboards
  • Basic performance management
 

Creating a Strategic Plan

Learn everything you need to know about using Cascade's strategy planner. We'll cover topics including:
  • Creating your vision, values, focus areas
  • Creating goals
  • Defining strategy terminology
  • Creating strategic frameworks & scorecards
  • Launching & communicating your strategy
 

Dashboards & Snapshots

We'll show you how to create dashboards & reports for every aspect of your work. Skills we'll teach you include:
  • Creating dashboards
  • Creating snapshots
  • Customizing and sharing
  • Creating strategic governance
  • Integrating 3rd party data
 

Integrations

Cascade comes to life when you start integrating data from all your business systems. We'll cover topics including:
  • Setting up Zapier
  • Common integrations
  • Creating dashboards from integrations
  • Complex integrations
  • Custom integrations
 

People Management

If you're using Cascade's People Management functions, this is for you. We'll give you the once-over of how everything works:
  • Self & manager appraisals
  • Competencies & potential
  • Career & development
  • Performance dashboards
  • People management admin
 

Partner Program

Interested in partnering your professional services business with Cascade, or recently joined the program? Learn about:
  • How Cascade benefits services firms
  • Earning revenue from software
  • Setting up your partner portal
  • Creating a white-label version of Cascade
  • Working with your clients on the platform
 

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