Heap GO | Guided Onboarding that brings your Heap up to speed

Heap GO | Guided Onboarding that brings your Heap up to speed

Heap GO is a hands-on, active learning experience that combines on-demand recordings, a practice environment, custom tools, and a community of support, providing you with all of the knowledge, skills, and tools you need to confidently install, organize, and launch your Heap digital insights platform.

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About this course

All Heap customers need access to high-quality education and support during the implementation process, that's why we developed the Heap Guided Onboarding Series or Heap GO. 

Heap GO is a hands-on, active learning experience that combines on-demand recordings, a practice environment, custom tools, and a community of support, providing you with all of the knowledge, skills, and tools you need to confidently install, organize, and launch your Heap digital insights platform.

The three recorded sessions include: 

  • Kickoff & Technical Foundations - Heap's technical foundations for setup, privacy and security options, the ins and outs of autocaptured data, and how to enrich it with our APIs
  • Data Governance - Tools and best practices for keeping your data manageable and user friendly
  • Data Validation - Techniques to validate data coming into Heap to ensure collection and precision for immediate, actionable insights

Curriculum

  • Session 01: Kickoff & Technical Foundations
  • Prework: Start here
  • Prework: Getting to know Heap (Optional)
  • Prework: Understanding Heap's Autocapture
  • Prework: Breaking down the Heap data model
  • Live Session 01: Kickoff & Technical Foundations
  • Session 1 Recording
  • Resource: Cheat Sheet: Hello Heap
  • Resource: Cheat Sheet: Exploring your data
  • Task: Get your team's Guided Onboarding Project Plan
  • Task: Project Plan check-in
  • Prepare for Session 02 - Data Governance
  • Session 02: Data Governance
  • Live Session 02: Data Governance
  • Session 2 Recording
  • Task: Get your Data Governance Worksheet
  • Task: Get your Heap User Guide
  • Task: Prepare for Session 03 - Data Validation
  • Session 03: Data Validation
  • Live Session 03: Data Validation
  • Session 3 Recording
  • Resource: Business Question to Chart Cheat Sheet
  • Resource: Sandbox Access Request
  • Supplemental Tasks
  • Heap GO Feedback

About this course

All Heap customers need access to high-quality education and support during the implementation process, that's why we developed the Heap Guided Onboarding Series or Heap GO. 

Heap GO is a hands-on, active learning experience that combines on-demand recordings, a practice environment, custom tools, and a community of support, providing you with all of the knowledge, skills, and tools you need to confidently install, organize, and launch your Heap digital insights platform.

The three recorded sessions include: 

  • Kickoff & Technical Foundations - Heap's technical foundations for setup, privacy and security options, the ins and outs of autocaptured data, and how to enrich it with our APIs
  • Data Governance - Tools and best practices for keeping your data manageable and user friendly
  • Data Validation - Techniques to validate data coming into Heap to ensure collection and precision for immediate, actionable insights

Curriculum

  • Session 01: Kickoff & Technical Foundations
  • Prework: Start here
  • Prework: Getting to know Heap (Optional)
  • Prework: Understanding Heap's Autocapture
  • Prework: Breaking down the Heap data model
  • Live Session 01: Kickoff & Technical Foundations
  • Session 1 Recording
  • Resource: Cheat Sheet: Hello Heap
  • Resource: Cheat Sheet: Exploring your data
  • Task: Get your team's Guided Onboarding Project Plan
  • Task: Project Plan check-in
  • Prepare for Session 02 - Data Governance
  • Session 02: Data Governance
  • Live Session 02: Data Governance
  • Session 2 Recording
  • Task: Get your Data Governance Worksheet
  • Task: Get your Heap User Guide
  • Task: Prepare for Session 03 - Data Validation
  • Session 03: Data Validation
  • Live Session 03: Data Validation
  • Session 3 Recording
  • Resource: Business Question to Chart Cheat Sheet
  • Resource: Sandbox Access Request
  • Supplemental Tasks
  • Heap GO Feedback