K2's Collaboration Tools And Best Practices

K2's Collaboration Tools And Best Practices

K2’s Collaboration Tools And Best Practices

Information Technology
2 CPE Credits
Course - K2's Collaboration Tools And Best Practices
25c-colltbp
In-Person, Webinar
Live
Intermediate
100 Minutes
Topics Learning Objectives Description Compliance

Major Topics

  • The primary drivers of collaboration
  • Who are the leading collaboration technology providers
  • Why collaboration sometimes fails
  • Best practices to facilitate collaboration
  • Today’s leading collaboration providers and tools

Learning Objectives

  1. List at least three drivers for today’s collaboration needs
  2. Differentiate between key technology providers in the field of collaboration
  3. Specify examples of policies and procedures that can enhance collaborative efforts
  4. Name key benefits and risks associated with collaboration

Description

Collaboration remains one of today’s hottest topics. Technology has fueled today’s collaboration options, and work-from-anywhere environments virtually demand collaboration platforms. In this session, you will learn today’s best tools and practices to facilitate more effective collaboration in your organization.

In this session, you will learn about today’s mainstream collaboration platforms – Microsoft 365, Google Workspace, and Zoho – and how these options are similar and differ. You will also learn about other collaboration options, including Slack, Zoom, and Webex, and you can incorporate these tools into your collaboration environments. Further, you will learn about some of the best practices and procedures that must be in place to optimize your collaborative environments and experiences.

Compliance Information

Business professionals seeking to create or enhance collaboration in their work environments None Information Technology 2 Credits January 1, 2025
Topics

Overview

Collaboration remains one of today’s hottest topics. Technology has fueled today’s collaboration options, and work-from-anywhere environments virtually demand collaboration platforms. In this session, you will learn today’s best tools and practices to facilitate more effective collaboration in your organization.

In this session, you will learn about today’s mainstream collaboration platforms – Microsoft 365, Google Workspace, and Zoho – and how these options are similar and differ. You will also learn about other collaboration options, including Slack, Zoom, and Webex, and you can incorporate these tools into your collaboration environments. Further, you will learn about some of the best practices and procedures that must be in place to optimize your collaborative environments and experiences.

Course Details

  • Collaboration and security techniques
  • Tables, data models, and PivotTables
  • Advanced formulas
  • Data queries
  • Creating effective visualizations

  1. Identify? and? implement? the? best?techniques? to? secure? sensitive? information? in? Excel? workbooks?and? collaborate with other users to improve accuracy and efficiency
  2. Create tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model
  3. Import and link data into Excel from external sources – including text, Access, and SQL Server – and use advanced tools, such as Power Query and various cleanup tools to manipulate the data to meet specific needs
  4. Use advanced functions, such as SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV, and XIRR to create and audit complex formulas
  5. Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
  6. Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information

Intended Audience —

Advanced Preparation — None

Field of Study — Accounting, Computer Software and Applications

Credits — 8 Credits

IRS Program Number –

Published Date – November 2, 2022

Revision Date –

Course Authors

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