BCFS ✈️ ULM: Automating User Lifecycle Management

BCFS ✈️ ULM: Automating User Lifecycle Management

This self-paced Flight School course covers everything you'll need to know to get started with your automated Onboarding and Offboarding in BetterCloud!

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About this course

Welcome to BCFS ✈️ ULM
This course will serve as an introduction to BetterCloud's User Lifecycle Management (or ULM) capabilities. The class is broken into three sections. The first will break down everything you need to know to ensure your accounts are set up for success, stressing the importance of strategy, profile management, and clean data to execute automation. The second will explore Offboarding both at a high level (for everyone in your organization), and at a more granular level should you want to route different employees through different Offboarding Workflows. The final lesson discusses Onboarding, and explains how you can set up both birthright Workflows (or a Workflow for all new Users), as well as specific Workflows based on Department, Location, and other Profile data.
 

Class Information
Level: Beginner
Suggested Prerequisites: BCFS ✈️ OVR
Topics Covered: Workflows, Templates, User Lifecycle Management, Data Cleanliness, Source of Truth

Upon Completion...
You'll earn your BCFS ✈️ ULM stripe as a BetterCloud Pathfinder.


This will help you work towards your higher-level rewards, becoming a BetterCloud Captain! Stripe designations are as follows...

  • BCFS ✈️ OVR to earn your Navigator stripe
  • BCFS ✈️ SEC to earn your Cloud Marshal stripe
  • BCFS ✈️ DIS to earn your Applications Screener stripe
  • BCFS ✈️ EXT to earn your Operations Specialist stripe

Enjoy your flight!

Curriculum41 min

  • Pre-Boarding: Preparing Your Organization for ULM
  • A High-Level View of ULM 4 min
  • Data Integrity 4 min
  • Hands On: Adding Important Columns
  • Aligning Processes 4 min
  • Quiz: Pre-Boarding
  • Offboarding
  • Leveraging Templates 5 min
  • Hands On: Altering a Template
  • Refining Your Workflow 5 min
  • Offboarding with Branching 2 min
  • Offboarding with Multiple Workflows 3 min
  • On-Demand Offboarding 4 min
  • Quiz: Offboarding
  • Onboarding
  • All Aboard 5 min
  • Additional Onboarding Sections 5 min
  • Quiz: Onboarding
  • What's Next?
  • Tell Us About Your Flight

About this course

Welcome to BCFS ✈️ ULM
This course will serve as an introduction to BetterCloud's User Lifecycle Management (or ULM) capabilities. The class is broken into three sections. The first will break down everything you need to know to ensure your accounts are set up for success, stressing the importance of strategy, profile management, and clean data to execute automation. The second will explore Offboarding both at a high level (for everyone in your organization), and at a more granular level should you want to route different employees through different Offboarding Workflows. The final lesson discusses Onboarding, and explains how you can set up both birthright Workflows (or a Workflow for all new Users), as well as specific Workflows based on Department, Location, and other Profile data.
 

Class Information
Level: Beginner
Suggested Prerequisites: BCFS ✈️ OVR
Topics Covered: Workflows, Templates, User Lifecycle Management, Data Cleanliness, Source of Truth

Upon Completion...
You'll earn your BCFS ✈️ ULM stripe as a BetterCloud Pathfinder.


This will help you work towards your higher-level rewards, becoming a BetterCloud Captain! Stripe designations are as follows...

  • BCFS ✈️ OVR to earn your Navigator stripe
  • BCFS ✈️ SEC to earn your Cloud Marshal stripe
  • BCFS ✈️ DIS to earn your Applications Screener stripe
  • BCFS ✈️ EXT to earn your Operations Specialist stripe

Enjoy your flight!

Curriculum41 min

  • Pre-Boarding: Preparing Your Organization for ULM
  • A High-Level View of ULM 4 min
  • Data Integrity 4 min
  • Hands On: Adding Important Columns
  • Aligning Processes 4 min
  • Quiz: Pre-Boarding
  • Offboarding
  • Leveraging Templates 5 min
  • Hands On: Altering a Template
  • Refining Your Workflow 5 min
  • Offboarding with Branching 2 min
  • Offboarding with Multiple Workflows 3 min
  • On-Demand Offboarding 4 min
  • Quiz: Offboarding
  • Onboarding
  • All Aboard 5 min
  • Additional Onboarding Sections 5 min
  • Quiz: Onboarding
  • What's Next?
  • Tell Us About Your Flight