Links
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Enate Implementations

​Video Playslists

Useful videos of Enate Builder and Work Manager from Enate's Youtube Channel
Work Manager
Builder
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Custom Card Info

Custom Card Introduction and Capabilities.pdf
761KB
PDF
Custom Card Introduction and Capabilities
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Cases & Tickets Explainer

Ticket Vs Case - Explainer.pptx
5MB
Binary
Tickets vs Case - Explainer
Ticket Vs Case - Quick Explainer.pptx
61KB
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Tickets vs Case - Quick Explainer
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Enate Reporting Info

Tableau reports showcasing some of the repors available as standard with Enate:
The Enate Data Dictionary explains every table in the Enate Data Warehouse database. You'll need this when building bespoke reporting solutions that incorporate Enate Data:
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Solutioning & Project Templates

Useful documents to help you with implementation projects and design workshops.
The Solutioning Journey is a document which explains the various stages during a typical Enate implementation project.
Solutioning Journey Document.pdf
220KB
PDF
Solutioning Journey
These template documents are useful when running an Enate implementation project.
Project Plan Template.xlsx
20KB
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Project Plan Template
Workshop Template.xlsx
24KB
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Workshop Template
Case Configuration Template.xlsx
18KB
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Case Configuration Template
Ticket Configuration Template.xlsx
18KB
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Ticket Configuration Template
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Sample Workflow

An example of the kind of simple workflow document you may encounter as part of the a customer implementation workshop.
Invoice Workflow Process Scenario.pptx
74KB
Binary
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