Know Your Client Industry Training Course

Excel is a versatile tool that has been widely used in various areas, from data analysis to project management. Its flexibility and ease of use make it a popular tool for working with data and analysis in many fields. Excel allows you to create spreadsheets in which you can enter data, calculate formulas, analyze data and present results in the form of tables, charts or reports. It has a rich set of built-in mathematical, statistical and financial functions that facilitate calculations and data analysis. It allows you to generate various types of charts (e.g. bar, line, pie) based on data from the spreadsheet, which helps you visualize and present data. Excel offers tools for sorting, filtering, grouping data, as well as creating pivot tables and preliminary data analysis. It is used in business for budgeting, planning, tracking expenses, analyzing sales, creating financial reports, etc. It can be used to create schedules, project plans, manage tasks, and track progress.

Business Analysis is the process of examining, understanding, and defining business needs to develop solutions that meet those needs. It is a key element in the process of managing organizational changes and designing new business solutions. Business analysis ensures that technological, process-related, or organizational solutions meet business goals and needs. It is crucial for the effectiveness of projects and organizational changes by ensuring that the introduced solutions are appropriate, feasible, and fully aligned with business requirements.

This workshop is designed for experienced Business Analysts, Product Owners, and User Researchers who want to master advanced techniques that drive real business value. Through hands-on exercises and practical tools, participants will learn to analyze complex data, optimize processes, engage stakeholders, and translate strategy into action using OKRs. By the end, they’ll have a clear toolkit to boost impact and deliver measurable results.

This course focuses on the business analyst role to be successful on Agile projects. Course participants will learn how to cooperate with the Team, Product Owner, Scrum Master as well as with the Customer to facilitate the development process. Participants will go through a mock project practising common scenarios.

This instructor-led, live training in Spain (online or onsite) is aimed at beginner-level / intermediate-level / advanced-level individuals who wish to use generative AI tools to support the daily work of a business analyst, including analysis, documentation, information structuring, and stakeholder communication.

By the end of this training, participants will be able to:

• Understand the real capabilities and limitations of GenAI models (e.g., hallucinations, context windows).
• Be able to use AI as an advanced tool supporting thought and analytical processes.
• Learn how to create precise requirement structures and technical documents using AI.
• Accelerate conceptual work, from hypothesis generation to documentation drafting.
• Consciously evaluate the quality and substantive correctness of AI-generated outputs.
• Gain knowledge on the safe and ethical use of AI tools concerning corporate data

 

Cost-effectiveness analysis (CEA) is a structured method for comparing alternatives by examining the relationship between resources used and outcomes achieved.

This instructor-led, live training (online or onsite) is aimed at intermediate-level practitioners who wish to apply cost-effectiveness methods to support informed, rational, and evidence-based decision making across a variety of sectors.

By the conclusion of this course, participants will be able to:

• Define cost-effectiveness questions and establish evaluation criteria.
• Identify, classify, and quantify relevant costs and outcomes for diverse scenarios.
• Apply analytical frameworks to compare alternatives using cost-effectiveness ratios.
• Assess uncertainty, validate assumptions, and clearly communicate evaluation results.

Format of the Course

• Facilitated presentations supported by real-world examples.
• Applied exercises to reinforce analytical techniques.
• Interactive problem-solving in a guided workshop environment.

Course Customization Options

• Customized versions of this training are available upon request.

This instructor-led, live training in Spain (online or onsite) is aimed at beginner-level / intermediate-level / advanced-level individuals who wish to integrate Strategic Agility and Quality Assurance, ensuring that quality becomes a catalyst for strategy rather than a hurdle, and that agility is grounded in repeatable, high-quality processes.

In modern business, organizations often face a "Trade-off Paradox": the faster they try to adapt to market changes, the more their quality standards tend to slip. Conversely, rigid quality processes often slow down innovation.

Strategic Agility addresses the problem of organizational "inertia"—the inability to react to environmental volatility. Quality Assurance addresses the risks of "process decay" during rapid scaling or pivoting. 

By the end of this training, participants will be able to:

• Understand the concept of strategic agility.
• Connects strategy with operational activities.
• Identifies areas requiring quality control.
• Applies basic quality assurance mechanisms

Summary:

A business/systems analyst solves business problems by designing information systems which execute the strategy defined by the business. These IT solutions generally achieve one of the following goals for the business: implement a new business process, increase efficiency and productivity of existing business processes, or reduce operating costs of existing processes.

This course is intended for Business Analysts including those who may want to go on and prepare for an IIBA Certification (CCBA or CBAP) and is consistent with the framework outlined by the BABOK® Version 3.0

Objectives:

• Identify the critical principles, activities, tasks, and techniques outlined in the BABOK® V3.0
• Understand the core knowledge areas, activities, tasks, deliverables, and their relationships:

Key Definitions:

BABOK® (Business Analysis Body of Knowledge) Standard for practice of business analysis and serving as a framework describing the tasks that must be performed.

CCBA® (Certified of Competency in Business Analysis) A certification offered through the International Institute of Business Analysis (IIBA) requiring passing a test based on the BABOK® only after application approval which is based on education and experience.

CBAP®(Certified Business Analysis Professional) A certification offered through the International Institute of Business Analysis (IIBA) requiring passing a test based on the BABOK® only after application approval which is based on education and experience.

Insurtech (a.k.a Digital Insurance) refers to the convergence of insurance + new technologies. In the field of Insurtech "digital insurers" apply technology innovations to their business and operating models in order to reduce costs, improve the customer experience and enhance the agility of their operations.

In this instructor-led training, participants will gain an understanding of the technologies, methods and mindset needed to bring about a digital transformation within their organizations and in the industry at large. The training is aimed at managers who need to gain a big picture understanding, break down the hype and jargon, and take the first steps in establishing an Insurtech strategy.

By the end of this training, participants will be able to:

• Discuss Insurtech and all its component parts intelligently and systematically
• Identify and demystify the role of each key technology within Insurtech.
• Draft a general strategy for implementing Insurtech within their organization

Audience

• Insurers
• Technologists within the insurance industry
• Insurance stakeholders
• Consultants and business analysts

Format of the course

• Part lecture, part discussion, exercises and case study group activities

In this instructor-led, live training in Spain, participants will gain an understanding of the technologies, methods and mindset needed to implement a Fintech strategy.

This training is aimed at managers who need to gain a "big picture" understanding of Fintech, break down the hype and jargon, and take tangible first steps towards the adoption of new technologies applicable to financial business and services.

By the end of this training, participants will be able to

• Present viable Fintech strategies for their organization.
• Understand and explain the role and functionality of key technologies.
• Draft an action plan for introducing new technologies in step-by-step fashion.

Insurance in the Digital Era is an applied overview of how digital transformation reshapes products, operations, and customer engagement in the insurance industry.

This instructor-led, live training (online or onsite) is aimed at intermediate-level insurance professionals who wish to understand and apply digital technologies, data-driven strategies, and innovation frameworks to modernize insurance offerings and operations.

By the end of this training, participants will be able to:

• Explain the role of AI, Big Data, IoT, and automation in modern insurance workflows.
• Identify InsurTech trends and how they affect the insurance ecosystem.
• Design customer-centric strategies enabled by digital tools and data insights.
• Apply data-driven approaches to risk management and decision making.
• Develop an innovation and change management approach suitable for insurers.
• Assess real-world case studies and translate lessons into local initiatives.

Format of the Course

• Interactive lecture and discussion.
• Case study analysis and group workshops.
• Practical exercises and action planning for participants’ organizations.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Requirements Engineering (RE) is a key discipline within software and systems development, focused on identifying, documenting, and managing the needs and constraints of stakeholders to ensure project success.

This instructor-led, live training (online or onsite) is aimed at intermediate-level professionals who wish to deepen their understanding of practical Requirements Engineering while preparing for the IREB CPRE – Foundation Level certification exam.

Upon completion of this training, participants will be able to:

• Understand and apply the key concepts and terminology defined by the IREB CPRE Foundation syllabus.
• Identify and elicit requirements using effective and context-appropriate techniques.
• Model, document, and validate requirements for real-world projects.
• Manage requirements changes, traceability, and prioritization throughout the project lifecycle.
• Use Requirements Engineering tools and best practices to enhance communication and project outcomes.
• Be fully prepared to take and pass the IREB CPRE – Foundation Level certification exam.

Format of the Course

• Interactive lecture and discussion.
• Case-based exercises and collaborative workshops.
• Exam preparation sessions and practice questions.

Course Customization Options

• Additional modules or industry-specific case studies can be added on request.

Model Based Development (MBD) is a software development methodology that enables faster, more cost-effective development of dynamic systems such as control systems, signal processing and communication systems. It relies on graphic modeling rather than the traditional text based programming.

In this instructor-led, live training participants will learn how to apply MBD methodologies to reduce development costs and accelerate the time to market of their embedded software products.

By the end of this training, participants will be able to

• Select and utilize the right tools for implementing MBD.
• Use MBD to carry out rapid development in the early stages of their embedded software project.
• Shorten the release of their embedded software into the market.

Format of the course

• Part lecture, part discussion, exercises and heavy hands-on practice

This instructor-led, live training in Spain (online or onsite) is aimed at persons who wish to understand requirements analysis and conduct requirements analysis efficiently and accurately using analysis techniques for their projects.

By the end of this training, participants will be able to:

• identify different types of requirements.
• understand the overall concepts of, and activities within, requirements analysis.
• be familiar with the requirements analysis methodology.
• use different requirements analysis techniques to their advantage.
• structure requirements in order to communicate efficiently with architects and developers through an iterative requirement gathering process.

This course demonstrates through hands-on practice the fundamentals and applications of software engineering, requirements engineering and testing.