DTO Modeller

Comprehensive hands-on training for new users of Collaborative Business Planning (CBP)

Collaborative Business Planning (CBP) is a powerful adjunct to the QualiWare Business Process Management / Enterprise Architecture platform and available as a managed service on the Azure Cloud. CBP business models enable stakeholders across the organization to develop, analyze and deploy CBP results for improved decision-making.

This training is delivered over 4 half-day sessions. It is offered to new users of CBP assigned the responsibility of 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. Access to CBP through the Cloud is provided for each participant. Participants come away with “ready to apply” tips, techniques, and templates to enhance their experience as DTO Modellers. 

Key Learning Objectives

• Learn the architectural structure of CBP within the QualiWare platform
• Understand the detailed concepts of BPAC diagrams using the building blocks of CBP
• Explore 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

Who Should Attend and Why?

This workshop provides foundational training on developing CBP business models to help organizations collaborate to improve organizational performance. It will benefit:

• Technical Analysts designated to be the key DTO Modellers in their organizations

• Business Analysts who will act as conduits between the DTO Modellers and the business users of CBP information

• Internal or External Consultants interested in learning the fundamentals of CBP on behalf of their organizations or clients

Existing experience with Excel; process diagramming tools (such as PowerPoint or Visio); and/or data visualization tools (such as Power BI) would be highly beneficial. Existing experience with QualiWare would be useful but is not essential.

Pre-requite training: 2-day Implementing BPAC/CBP Training

Course Outline 

Training material supplied: CBP User Manual

Basic QualiWare concepts:

• QualiWare Lifecycle Manager (QLM)
• Repositories, Templates, Objects
• Short Cut Keys and Navigation
• Diagram and Object Editors
• Text and Matrix Editors

CBP Modeling Components

• CBP Home Screen and creating a new BPAC diagram
• Accounts and financial data
• BPAC building block objects (Demand, Activity, Fixed and Variable Resources)
• Links and ObjectConnectors
• Variables and Formula editor
• Working with Notes

Calculating CBP Models

• Model integrity check
• Operational calculation – reviewing operational flows, capacity constraints, utilization
• Financial calculation - reviewing financial flows
• Model validation and navigation for data changes

Generating CBP Results

• Reports generation
• Exporting results for BI analytics
• Introduction to Web contents generation

Importing and Exporting CBP Data

• Data Exports
• Data Imports

CBP Support Portal

• Online resources
• Problem identification and reporting
• Change requests

 Instructor

Bob Boisvert is Chief Technical Architect for CBP Software, a Canadian company that has developed an Activity-Based Planning software solution to implement the “Closed-Loop” methodology, based on the Consortium For Advanced Management-International concepts.  Bob has over 30 years experience in business analysis, requirements definition, data modelling, Enterprise Architecture,  IT solution development, and extensive experience in technical course development and delivery, in both English and French.  Bob has also co-authored and delivers introductory and advanced technical courses related to CBP Software. Bob has worked with many Canadian public sector clients, including the Department of National Defence, Transport Canada, Public Services and Procurement Canada, Canada Communications Group, Public Service Commission, and Health Canada.

Mike Haley, M.Sc., is President of Landmark Decisions Inc., a Canadian niche consulting firm providing worldwide “performance alignment” facilitation, training, and implementation services. Mike has over 25 years’ experience in developing and delivering professional training on strategic and operational planning and cost modeling techniques which help both private and public-sector organizations improve their business decision-making capacity. Public sector clients have included Canada Council for the Arts, Canadian Coast Guard, Health Canada, Nova Scotia Crown Lending Agency, Transport Canada, Treasury Board Secretariat, Veterans Affairs, US Navy, and various departments in the New Zealand government. Mike has also worked with private-sector clients such as Air Canada, Bell Aliant, Kroger Foods, Maersk-Sealand, Pfizer, and Telekom Malaysia.