| D&B provides a series of free online seminars and workshops for new and existing customers to provide a solid understanding of how to most effectively use D&B Risk Management products and services to increase your bottom line profitability at the lowest cost. |
Who Should Attend These Workshops?
Anyone who uses D&B Risk Management products and services
New users of D&B services
Any user who would like a "refresher" on D&B's Risk Management tools
All workshops and seminars last approximately one hour and are facilitated by experienced D&B professionals with a practical knowledge of the risk management and credit process. |
DNBi 101
Learn everything you need to know to get off to a fast start with DNBi. This session will cover how to log in and search for your customers, review DNBi's detailed Company Information, save snapshots to document your decisions and add customers your DNBi Portfolio.
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DNBi 103 Decision Maker User Training
Learn how to generate immediate informed decision using risk policies customized by your credit department and the latest D&B business information. Understand how to take an action, navigate, enter new applications, create reports and move applicants through the workflow. (Duration: 1 hour)
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DNBi 104 Account Manager User Training
Learn how to proactively manage your customer portfolio enabling you to expand or contract credit lines and terms based on risk shifts. Make even more informed decisions on your customers using risk policies customized by your credit department and the latest D&B business information. Understand how to navigate, take an action, create reports and move accounts through the workflow. (Duration: 1 hour)
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DNBi 105 Importing Records Into Account Manger
Learn how data is loaded and managed in DNBi Account Manager. Session will show how to import your customer base as well as refresh D&B data and decision your customer portfolio by leveraging the power of DNBi Account Manager. Note: course material also covered in the DNBi 202 class. This is for users with Administrative rights in DNBi. (Duration: 30 minutes)
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DNBi 201 Decision Maker Training for Risk Policy Administrators
Learn how to customize this tool to create risk policies in order that your users may generate immediate decisions and determine risk on new applicants. Understand how to customize applications, combine your own risk thresholds and the latest D&B business information. Class recommended for those who create and maintain their company risk policies. This is for users with Administrative rights in DNBi. (Duration: 1.5 hours)
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DNBi 202 Account Manager Training for Risk Policy Administrators & Importing Records
Learn how to customize this tool to manage the risk of your entire customer base by combining your own risk policy, your accounts receivable data, and the latest D&B business information to alert you when you need to proactively take action on your existing customers. Class recommended for those who create and maintain their company risk policies. This is for users with Administrative rights in DNBi. (Duration: 1.5 hours)
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Financial Stress Score for DNBi Decision Maker and Account Manager
This webinar will provide you with best demonstrated practices for updating the Financial Stress Score (FSS) Risk Class and Percentile in DNBi Account Manager and Decision Maker Modules. As D&B is releasing an enhanced Financial Stress Score v.7.1, which is based on a new scoring model, you will need to make changes to your module applications to maintain your company's desired scorecard and decisioning rules. (Duration: 20 minutes)
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