CUSTOMER TRAINING SERIES

Back-to-Basics: From Design to Go-Live

Ready to build in SimpliGov — but not sure where to start? We’re introducing a six-week course designed to guide you step by step through building one or more forms in SimpliGov, ending with a live go-live by the end of the program.

ABOUT THE COURSE

Back-to-Basics: From Design to Go-Live is a structured, cohort-style training program built for teams that are ready to move from setup to execution. Each weekly session builds directly on the last — from mapping your process before you build, to constructing forms, adding workflow logic, generating output documents, and preparing everything for user acceptance testing. By the end of week six, you’ll have a production-ready workflow in SimpliGov.

WHAT TO EXPECT FROM BACK-TO-BASICS

Hands-on instruction. Each session is live with a SimpliGov trainer. We encourage you to bring a form you want to turn into a digital workflow.
A real deliverable. You won’t just watch demos. You’ll leave each session with a working piece of your own workflow.
Logical sequencing. Sessions are designed to build on each other — attend all six to get the full benefit.
Go-live ready by week 6. The series ends with UAT preparation — so you leave ready to launch, not just learn.

SCHEDULE OF SESSIONS

Session 1 — Workflow Analysis: Plan Before You Build
Tuesday, July 7, 2026 | 12 PM (ET)/9 AM (PDT)
Map your current process and identify what to automate before writing a single form field.

Session 2 — Form Building Foundations: Capture the Right Data
Tuesday, July 14, 2026 | 12 PM (ET)/9 AM (PDT)
Build your first form with the fields, structure, and validation your workflow actually needs.

Session 3 — Workflow Automation: Four Steps to Build Smarter Processes
Tuesday, July 21, 2026 | 12 PM (ET)/9 AM (PDT)
Turn your form into an automated process with approvals, routing, and notifications.

Session 4 — Dynamic Workflows: Add Logic That Adapts
Tuesday, July 28, 2026 | 12 PM (ET)/9 AM (PDT)
Layer in conditional logic so your workflow responds differently based on what users submit.

Session 5 — Document Generation: Turn Form Data into Output Documents
Tuesday, August 4, 2026 | 12 PM (ET)/9 AM (PDT)
Generate confirmation letters, reports, or approval documents directly from your form submissions.

Session 6 — Final Touches: Prepare Your Workflow for UAT
Tuesday, August 11, 2026 | 12 PM (ET)/9 AM (PDT)
Run through a UAT checklist, resolve edge cases, and get your workflow ready for real users.

WHO SHOULD ATTEND

New SimpliGov users getting started

Program staff building their first workflow

Teams with a backlog of forms to digitize

Admins refreshing their platform knowledge

Agencies preparing for a process go-live

Anyone who learns better by building