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

Custom Card Info

Custom Card Introduction and Capabilities.pdf
761KB
PDF
Custom Card Introduction and Capabilities

Cases & Tickets Explainer

Ticket Vs Case - Explainer.pptx
5MB
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Tickets vs Case - Explainer
Ticket Vs Case - Quick Explainer.pptx
61KB
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Tickets vs Case - Quick Explainer

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:

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

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
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