This course is for software developers, system architects, and administrators seeking to learn application configuration on the Pega Platform™ with a desire to become a Pega Certified System Architect.

In this course, you will acquire the core skills for application development on the Pega Platform™. This course provides the competence for individuals responsible for:

• Rapid development and configuring 'Build for Change' capabilities generated by design wizards to create robust, rule-based applications. 
• Configuring rules for the implementation of situational layer cake behaviors supporting micro journeys.
• Advising, guiding citizen developers and stakeholders on best practices and techniques. 
• Configuring and releasing client requirements using an agile methodology

Delivery team members use these principles to plan, build and deliver business applications faster and more accurately for maximum business value. You learn how to perform the most core application skills required for your first Pega development project. The exercises in this course are based on Pega Platform 8.

Course Outline – Essential Platform Skills (5 days)

1. Pega Infinity Overview
   • What is Pega
   • Center-out explained
   • Application architecture
   • Design thinking
   • Case management
   • Express methodology
   • Intelligent virtual assistant
   • Pega studios
2. Pega Platform
   • Pega infrastructure ethos
   • Relevant records
   • Rule creation and update
   • Class hierarchy
   • Rulesets and branching
   • Debugging
3. Case Management
   • Case life cycle design
   • Child cases and wait shape
   • Decision points
   • Case approvals
   • Routing work
   • Service level agreement
   • Correspondence
4. Data Management
   • Properties
   • Viewing data models and managing data objects
   • Data in memory Clipboard
   • Data transforms
   • Activities
   • Services and Connectors
   • Data pages
   • Declare expressions
5. User Interface and Validation
   • User Interface Introduction
   • Validation

Course Outline – Essential Platform Competencies (4 days)

1. Security
   • Application access
   • Security policies
   • Release management Dev Ops
   • Inviting users
   • Auditing
2. Process Modeling
   • Skipping Processes or Stages
   • Optional actions
   • Temporary cases
   • Duplicate search
   • Process design
   • Advanced process design
   • Gathering requirements
   • Authority matrix
   • Agile Workbench and document requirements
   • Integrating with external application
3. User Interface
   • PDF Screen Capture
   • UI styling
   • Dynamic UI
   • Portal Dashboard
   • Mobile Preview
4. Reporting
   • Creating List and View reports
   • Business and process data
   • Report BLOB and results using columns/filters

This exam review is designed for System or Business Architects who have completed their Essentials course and are preparing for their PCBA or PCSA exam.

Our Pega Exam Readiness Review sessions allow participants to refresh their knowledge, review test objectives, sample questions, and speak with a Certified Pega instructor online during each two-hour session, for five consecutive days. Each daily instructor-led session will consist of a 15 minute lecture, followed by a 90 minute Q & A session covering content from the Architect Essentials courses.

1. Pega Platform
2. Case Management
3. Data Modeling
4. Validation
5. Information Exchange
6. User Interface
7. Application Development
8. Reporting

This course is for System Architects who want to further their knowledge of Pega Platform™ and improve their ability to implement Pega solutions in an efficient manner.

The Senior System Architect course is an intermediate course designed to help application developers further their knowledge of application development on Pega Platform™. The lessons in this course focus on tasks that a senior system architect performs to develop a Pega application.

1. Application Development
   • Creating a Pega Application
2. Deployments
   • Application Versioning
   • Application Rulesets
   • Managing Application Development
3. Application Development
   • Rule Resolution
   • Circumstancing
4. Case Management
   • Duplicate and Temporary Cases
   • Parallel Processing
   •  Flow Action Processing
   • Decision Tables and Trees
   • Approving Cases with an Authority Matrix
   • Organizational Records
5. Data Modeling
   • Field Values
6. User Interface
   • User Portals
   • Enabling Accessibility Features in Applications
   • Localized Application Content
7. Information Exchange
   • Keyed Data Pages
   • Database Updates
   • Exchange Data with Other Applications
   • Simulating Integration Data
   • Integration Setting Management
   • Integration Errors
   • Web Services
8. Reporting 
   • Designing Reports with Multiple Sources
9. Security 
   • Application Security
10. User Interface
    • Pega Web Mashup
11. Application Development
    • Activities
    • Background Processing
    • Debugging and Performance
    • Promoting Rule Reuse with Relevant Records
12. Deployments
    • Application Migration
13. Mobility
    • Mobile Apps for Pega Applications
    • Offline Processing for Mobile Apps

This exam review is designed for Pega Certified System Architects who have completed their Senior System Architect course and are preparing for the PCSSA exam.

Our Pega Exam Readiness Review sessions allow participants to refresh their knowledge, review test objectives, sample questions, and speak with a Certified Pega instructor online during each two-hour session, for five consecutive days. Each daily instructor-led session will consist of a 60-minute lecture with the remaining 90 minutes spent on Q & A. During the course instructor will go through over 170 exam level questions to challenge your knowledge and prepare you for the exam.

1. Application Development
2. Deployments
3. Security
4. User Interface
5. Mobility
6. Reporting
7. Information Exchange
8. Data Modeling
9. Case Management

This course is for senior system architects who are ready to take on design and architecture tasks of the end-to-end Pega solution.

The Lead System Architect course is an advanced course for senior system architects who are ready to take on the lead system architect (LSA) role. The course covers a broad range of topics and disciplines required to design a Pega solution that provides an optimal user experience, performs well, and delivers value to the business quickly. Exercises in this course are designed to enable users on the Pega Platform version 8.3.

1. Enterprise Design
   • Setting Up the Pega Platform
2. Pega Applications
   • Leveraging Pega Applications
3. Case Design
   • Designing the Case Structure
4. App Studio
   • Leveraging App Studio
5. Asset Design and Reuse
   • Designing for Specialization
   • Promoting Reuse
6. Data Model Design
   • Designing the Data Model
   • Extending an Industry Foundation Data Model
7. Routing
   • Assigning Work
8. Security
   • Defining the Authorization Scheme
   • Mitigating Security Risks
9. Reporting
   • Defining a Reporting Strategy
   • Designing Reports for Performance
   • Query Design
10. UX Design
    • User Experience Design and Performance
    • Conducting Usability Testing
11. Background Processing
    • Designing Background Processing
12. Enterprise Design
    • Designing Pega for the Enterprise
13. Deployment and Testing
    • Defining a Release Pipeline
    • Assessing and Monitoring Quality
    • Conducting Load Testing
14. Post Production Events
    • Estimating Hardware Requirements
    • Handling Flow Changes for Cases in Flight
    • Extending an Application
15. AI and Robotics
    • Leveraging AI and Robotics

This course is for software developers and System Architects working on their first Pega Robotic Automation solution or working towards the Pega Certified Robotic System Architect certification exam.

This course prepares students to take the Pega Certified Robotics System Architect (PCRSA) exam. In this course, you learn the basic functionality, process flow, terminology, and core building blocks of Pega Robot Studio. You also learn how to integrate robotic automations with Windows and web applications, and learn how to use debugging tools to test your solution.

1. Introduction to Pega Robotic Automation
2. Project Management
   • Project Documentation
   • Solutions and Projects
3. System Integration
   • Adapters
4. Interrogation 
   • Basic Interrogation 
   • Match Rules
5. Debugging and Diagnostics
   • Debugging
   • Diagnostics
6. Automations
   • Basic Robotic Automations
   • UseKeys Property 
   • Automation Techniques
   • Toolbox Components
   • Out-of-the-Box Configurations
7. Interaction Framework 
   • Components
   • Implementing Interaction Framework
8. Deployment
   • Automation Package Deployment

This course is a prerequisite for the Pega Certified Decisioning Consultant (PCDC) certification.

This course is a must-have for any decisioning consultant who wants to implement Next-Best-Action solutions. Gain greater understanding of the key features, capabilities and benefits of the Pega Customer Decision Hub. Learn how components such as Next-Best-Action Designer, Predictive Analytics and Interaction History are used to create, simulate and analyze real-time Next-Best-Action decision strategies. Get hands-on experience building strategies for real-time interactions as well as simulating and analyzing their results using Visual Business Director.

1. One-to-One customer engagement
2. Next-Best-Action in an omnichannel environment
3. Cross-Sell on the Web
4. Next-Best-Action on digital
5. Defining and managing customer actions
6. Presenting a single offer on the web
7. Defining customer engagement policies
8. Avoiding overexposure of actions
9. Arbitrating between actions
10. Creating and understanding decision strategies
11. Creating engagement strategies using customer credit score
12. Creating eligibility rules using customer risk segments
13. Leveraging predictive models
14. Adding more tracking time periods for contact policies
15. Testing engagement policy conditions with simulations
16. Essentials of always-on outbound customer engagement
17. Sending offer emails
18. Defining the starting population
19. Defining an action for outbound
20. Avoiding overexposure of actions in outbound
21. Limiting action volume on outbound
22. Sharing action details with third-party distributors

This course is for project leaders, project sponsors, stakeholders, and any other technical or business resources who are responsible for the successful outcome of a Pega implementation.

In this course, you follow a journey-centric delivery approach to development, learn how to scope, resource, and govern a project to yield high value in a short time, and how to use the Prepare, Build, and Go Live phases to deliver a minimum lovable product (MLP). You learn to follow best practices throughout your project, apply Direct Capture of Objectives (DCO), comply with guardrails, and continuously test.

1. Introduction to Pega
   • Roles on a Pega project
2. Preparing an application 
   • Journey-centric delivery
   • Scoping a project
   • Governing a project
   • Product backlog refinement
3. Building and testing an application
   • Leveraging DCO
   • Guardrail adherence
   • Continuous testing
4. Deploying an application
   • The release process
   • Post Go Live
5. Project success factors

This course is for system architects, senior system architects, or lead architects who have played the role of a UI Specialist on the Pega Platform™.

In this course, you build a working front end UI to a Pega Platform™ application using React. Students first create a simple Pega application in App Studio, then create a React application to build a web page using React components. Students will leverage DX API to integrate with Pega UI, and will generate a mashup code, then integrate that mashup into an existing web page.

1. UI Bootcamp Overview
   • Pega’s approach to developing UI
   • Discovering the latest features in Pega UI
2. Design Templates
   • Benefits of Design Templates
   • Design Template Types
   • Creating a New Design Template
3. Styling Your Application
   • Skins, Mixins, Formats
   • Documenting your Stylized Application
4. Mashup Deployment
5. Build a Pega application in App Studio
   • Dynamic UI
   • UI templates & themes
6. Using React UI components
   • Creating React components with the Pega API
7. Integrating the mashup code into an existing web page
   • DX API Mashup

This course is designed for Business Architects, System Architects, analysts, IT project managers, and anyone needing to understand or support client onboarding or due diligence.

Client Lifecycle Management (CLM) Foundation is an introductory course for anyone wishing to learn about Pega Client Lifecycle Management for Financial Services as well as the associated concepts. Participants will become familiar with the architecture, standard portals and tools used to support the customer onboarding, offboarding and more.

1. Pega CLM and KYC Overview
   • Pega Strategic Applications
   • CLM and KYC Overview
2. CLM Architecture
   • Customer Journeys
   • Onboarding Cases
   • Operators, Roles and Portals
3. KYC Architecture
   • KYC Support for Due Diligence
   • Operators, Roles and Portals
4. Customer Journey
5. CLM Implementation
   • CLM Stages
   • Case Types and Data Models
6. Reporting
   • Accessing the Report Browser
   • Out of the Box Reports
7. KYC Implementation
   • Due Diligence in the context of CLM
   • KYC Implementation