One-on-one Training

Instructor-led Training (ILT) One-on-One Customer Training

In addition to the comprehensive Campus materials, XMPie offers a unique opportunity for one-on-one training with an XMPie Subject Matter Expert and Instructor. This personalized, practice-based approach ensures that you not only learn the software but master how to apply it effectively in real-world scenarios. Whether added to your initial software purchase for beginners or scheduled later for refresher courses or onboarding new staff, this training ensures you get the most out of your XMPie environment.

Why Instructor-led Training? 
One-on-one instruction provides personalized learning tailored to your specific goals, skill level, and workflow. Unlike generic courses, the instructor adapts the pace and content to your needs, focusing on areas that matter most to you. This means no wasted time on topics you already know and more emphasis on the features that will drive your success.

Another key advantage is immediate feedback and hands-on practice. Working directly with an expert allows you to ask questions freely, troubleshoot challenges in real time, and receive actionable guidance. This interactive approach builds confidence, accelerates learning, and helps you avoid common mistakes that can slow down implementation.

Finally, instructor-led training is flexible and goal-oriented. Whether you need a deep dive into advanced features or a quick refresher for new team members, sessions can be scheduled when you need them and customized to align with your business objectives. This efficiency ensures your team stays productive and your investment in XMPie delivers maximum value.

Can I use these Instructor-led Training (One-on-One) pages to help my self-learning journey?
Yes. Below is a description of software solutions and recommended learning. Instructor-led Practices are tasked-based sessions that are organized into Workshops, with one or more Workshops listed per purchased software solution(s). Self-learning or ILT trainees are encouraged to print or copy the Practice agenda and topic lists (or Workshop pages) and use these as a checklist to track learning progress and accomplishments.  If you are looking for specific recommendations visit AI-powered Learning Plan. 

 

 

Back to ILT Workshop Links

Solution Packages and Workshops

XMPie Product Solutions and Workshops
Each XMPie product solution is supported by one or more corresponding Workshops. These Workshops are designed to provide a structured learning experience that equips participants with the knowledge and skills necessary to implement the solution effectively.

Workshop Design and Objectives
The content of each Workshop is carefully tailored to the specific tasks, workflows, and software components required to achieve the intended functionality of the solution. This ensures that participants gain practical, solution-focused expertise rather than generic product knowledge.

Learning Approach

  • Conceptual Understanding: Certain solution-specific tasks and principles will be introduced at a conceptual level to help participants understand the “why” behind the process.
  • Hands-On Practice: Other tasks will be taught through guided, hands-on exercises using real-world scenarios. This practical approach reinforces learning and builds confidence in applying the skills immediately.

 

Progressive Skill Development
Several Workshops are designed to build upon skills and knowledge gained in earlier sessions. This progressive structure allows participants to start with foundational concepts and gradually advance to more complex tasks, ensuring a comprehensive understanding of the XMPie ecosystem.

Key Benefits of Attending Workshops

  • Gain practical experience with XMPie tools and workflows.
  • Understand how to implement solutions efficiently and accurately.
  • Develop a strong foundation for advanced functionality and integration.
  • Learn best practices that can be applied to real-world projects.

 

Product Name Related Workshops
Desktop-only/Data Driven Print and VDP
uDirect Classic Personalized Print Workshops, Hands-on Practice #1 (view)
uDirect Studio Personalized Print Workshops, Hands-on Practice #1 (view)
Add-on Workshops, Hands-on Practices #22-24 (as time allows) (view)
Server-based (server training includes desktop)
Data Driven Print and VDP Solutions:
PersonalEffect Print,
PersonalEffect Print Pro,
or Enterprise Print		 Includes all of the following workshops:
1. Introduction and Overview Presentation (view)
2. Personalized Print Workshop (view)
3. If needed and as time allows: Add-on Workshops (view),
QLingo Workshop (view)
Cross Media and Campaign Management Solutions:
PersonalEffect eMedia Cloud,
PersonalEffect Transmedia,
PersonalEffect Transmedia Pro,
or Enterprise Cross Media		 Includes all of the following workshops:
1. Introduction and Overview Workshop (view)
2. Personalized Print Workshop (view)
3. Transmedia Workshop (view)
4. If needed and as time allows: Add-on Workshops (view),
QLingo Workshop (view)
Web-to-Print (eCommerce) Solutions:
PersonalEffect StoreFlow Cloud,
PersonalEffect StoreFlow,
PersonalEffect StoreFlow Pro,
or Enterprise Print with uStore		 Includes all of the following workshops:
1. Introduction and Overview Presentation (view)
2. Personalized Print Workshop (view)
3. Web-to-Print Workshop (view)
4. If needed and as time allows: Add-on Workshops (view),
QLingo Workshop (view)
Full Suite Solutions:
PersonalEffect Transmedia with uStore,
PersonalEffect Transmedia Pro with uStore,
PersonalEffect StoreFlow with Cross Media,
PersonalEffect StoreFlow Pro with Cross Media,
or Enterprise Cross Media with uStore		 Includes all of the following workshops:
1. Introduction and Overview Presentation (view)
2. Personalized Print Workshop (view)
3. Web-to-Print Workshop (view)
4. Transmedia Workshop (view)
5. If needed and as time allows: Add-on Workshops (view),
QLingo Workshop (view)

 

IMPORTANT: Practices and their topics are not necessarily taught in the order presented. Instead based on your immediate training needs, and the available time, practice topics will be expanded or reduced to meet your company's priorities. All basic training material provided in workshops relate to tutorials seen on this learning portal.

 

 

Back to ILT Workshop Links

Frequently Asked Questions

Please ask the XMPie Assistant if you have a question not posted here. Your question will be reviewed, answered as needed, and added to this FAQ.

How is training delivered?

XMPie Instructor-led training (ILT) is designed for flexibility and convenience.

  • Online: ILT workshops and their sessions are delivered online (via Microsoft Teams or other). Workshops are split into multiple sessions with short breaks between them, allowing time to practice and review.
  • Scheduling: Sessions typically run 1.5 or 2 hours, once or twice a week. The duration and number of sessions are tailored to the fit your instructor and team's availability.
  • Onsite Option: XMPie offers onsite, classroom-style training at your premises for those who prefer a more personal touch and in-depth learning experience.
    Note: Onsite ILT requires several weeks of advanced notice (to book travel and such) plus this option incurs additional costs. Discuss this option with your XMPie Representative.

How are workshops and their sessions organized?

ILT Workshops focus on implementing a real-world solution(s).

  • Workshops: Each workshop includes one or more Hands-on Practices.
  • Practices: Each practice has several objectives and are scheduled as one or more training sessions.
  • Sessions: At the end of a session, the next session's topics can be discussed and revised as needed.

Which workshops and practices do we need and in what order?

Workshop and practices are tailored to your primary learning goals.

  • Goals: Discuss your goals with your instructor. Goals should consider immediate business requirements. the solution purchased, available software applications and participants current experience.
  • Order: Some but not all, workshops require knowledge of particular topics or tasks. Many tasks and their workflows (to meet objectives) are provided in a specific order.
  • Guidance: Your instructor can also provide guidance on the required practices and the order those sessions.

Who needs to attend the sessions?

We recommend a core group attend all sessions for full knowledge transfer.

  • Core Group: This team should participate in every session.
  • Other teams: If certain teams only need specific skills, inform your instructor so they can determine which sessions are relevant.

Can the sessions be recorded?

Yes, sessions can be recorded.

  • Most instructors record your sessions. Confirm with the instructor, as needed.
  • Recording files typically need to be moved to a shared folder for security/access to download them.
  • Tip: It is highly recommended to download your recordings to keep within your network.
  • If you schedule your online sessions using your platform and are able, please record the sessions.

Do you offer advanced courses?

Application Programming Interface (API) training is availabile from Application Services.

  • This customized training is tailored to your specific requirements and may include a Statement of Work (SOW).
  • Trainees must have prior experience developing applications and websites using REST APIs, as well as a working knowledge of the relevant XMPie products before learning and using their associated APIs.
  • Programmers (trainees) must be familiar with XMPie product(s) before learning and using that product's APIs.

Campaigns on Demand product training is also available and may require support from Application Services depending on the scope of your needs.

  • This training requires prior experience with all XMPie products, workflows, and core functionality to ensure a successful implementation.
  • It typically incorporates general training materials (such as those used on Campus) to help participants understand how the product can be configured and utilized.

What do I need to do to get ready for training?

Before training, please ensure the following:

  1.   Software:
    • If you are building templates, Adobe InDesign and uCreate (our InDesign plug-in) need to be installed before the hands-on practice sessions start.
    • If your environment includes servers, it is highly recommended, the install process has been completed before the hands-on practices start.
  2.   Send your instructor:
    • The list of participants (and others) that need to be included on the meeting invites.
    • Flag participants on the list that need access to the Support portal and online materials (this portal).
    • If you have files you'd like to use for training, discuss how you want to share these files.
  3.   Please have your IT Team:
    • Enable the ability for participants to share their screen while online (if possible).
    • Create users for the various server applications (if you are not assigned the administrator for your systems).
    • Enable the ability to reach your server's applications (you and/or IT would have received the list of links and passwords).