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Instructor-led Course Catalog

Pega offers a collection of instructor-led trainings to be delivered at your facility, our facility, or virtually. Below is our current catalog of available courses in the latest versions. For private training inquiries and pricing, submit an inquiry to our education team and we will respond within 2 business days.

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If there is a course or capability you are interested in but do not see it in the list below, email education@pega.com and we can work with you to find a suitable solution!

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This course is for Business Architects who want to learn how to develop applications on the Pega Platform™.

In this course, you learn the core principles of application development on Pega Platform™. Business users and delivery team members use these principles to plan and deliver business applications faster and more accurately for maximum business value.

 

Course Outline

  1. Introduction to Pega
  2. Case Management
    • Designing a case life cycle
    • Setting a service level
    • Controlling the case workflow
    • Routing work to users
    • Configuring a case hierarchy
    • Sending correspondence
  3. Data Modeling
    • Adding fields to a case type
    • Data in memory
    • Calculating case values
  4. Validation
    • Validating case data
  5. Information Exchange 
    • Using the Integration Designer
    • Creating data types
    • Managing data pages and views
  6. User Interface 
    • Customizing user view layout
    • Adding dynamic content to user views
    • Styling an application
  7. Reporting
    • Creating business reports
  8. Application Development
    • Delegating rules

  • SKILL LEVEL

    Beginner

  • DURATION

    5 Days

  • PLATFORM VERSION

    8.1

  • CERTIFICATION PATH

    This course is part of the Pega Certified Business Architect Certification

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This course is for System Architects who want to learn how to develop applications on the Pega Platform™.

In this course, you learn the core principles of application development on Pega Platform™. Business users and delivery team members use these principles to plan and deliver business applications faster and more accurately for maximum business value. You learn how to perform the most common application development tasks to prepare yourself for your first Pega development project. The exercises in this course are based on Pega Platform 8.

 

Course Outline

  1. Introduction to Pega
  2. Case Management
    • Designing a case life cycle
    • Setting a service level
    • Controlling the case workflow
    • Routing work to users
    • Configuring a case hierarchy
    • Sending correspondence
  3. Data Modeling
    • Adding fields to a case type
    • Data in memory
    • Manipulating case data
    • Calculating case values
  4. Validation
    • Validating case data
  5. Information Exchange
    • Using the Integration Designer
    • Creating data types
    • Managing data pages and views
  6. User Interface
    • Customizing user view layout
    • Adding dynamic content to user views
    • Styling an application
  7. Reporting 
    • Creating business reports
    • Optimizing report data
  8. Application Development
    • Unit testing rules
    • Delegating rules

  • SKILL LEVEL

    Beginner

  • DURATION

    7 Days

  • PLATFORM VERSION

    8.1

  • CERTIFICATION PATH

    This course is part of the Pega Certified System Architect Certification

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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.

 

Course Outline

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

 

  • SKILL LEVEL

    Beginner

  • DURATION

    5 Days

  • PLATFORM VERSION

    8

  • PREREQUISITE

    System Architect Essentials
    Business Architect Essentials

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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.

 

Course Outline

  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

 

  • SKILL LEVEL

    Intermediate

  • DURATION

    10 Days

  • PLATFORM VERSION

    8.3

  • PREREQUISITE

    System Architect Essentials

  • CERTIFICATION PATH

    This course is part of the Pega Certified Senior System Architect Certification

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.

 

Course Outline

  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

  • SKILL LEVEL

    Advanced

  • DURATION

    10 Days

  • PLATFORM VERSION

    8.3

  • PREREQUISITE

    System Architect Essentials
    Senior System Architect
    Assessment: LSA Readiness

  • CERTIFICATION PATH

    This course is part of the Pega Certified Senior System Architect Certification

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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.

 

Course Outline

  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

  • SKILL LEVEL

    Beginner

  • DURATION

    5 Days

  • PLATFORM VERSION

    8

  • CERTIFICATION PATH

    This course is part of the Pega Certified Robotics System Architect Certification

This course is for professionals who participate in the design and development of Pega Marketing solutions.

Dive deeper into the features, capabilities and benefits of Pega Marketing in this certification course. Learn about the components that enable real-time, always- on marketing across outbound and inbound channels. Get hands-on experience building multi-channel marketing campaigns and adapting Next-Best-Action marketing strategies on-the-fly to meet changing business objectives and customer needs. Qualify to take the Pega Marketing Consultant certification exam upon completion.

 

Course Outline

  1. Getting started with Pega Marketing
    • Next-Best-Action approach
    • Marketing campaigns
  2. Optimizing the customer value in the contact center
  3. Defining and managing propositions
  4. Authoring Next-Best-Action decisions
    • Next-Best-Action Designer
    • Web marketing scenario
    • Offer prioritization
  5. Configuring NBA Designer for a real-life scenario
  6. Designing a strategy for multi-channel engagement
    • Marketing strategies
  7. Predicting customer behavior
    • Data analytics
    • Adaptive model outputs
    • Retain customers using predictive analytics
  8. Learning from historical interactions
  9. Identifying an audience for outbound engagement
    • Segmentation
  10. Designing an offer for email customer engagement
  11. Marketing with traditional outbound campaigns
  12. Limiting the offer volume in outbound engagement
  13. Running simulations to test offer distribution
    • Simulating campaigns
    • Testing
  14. Launching 1:1 customer engagement
    • Multi-channel campaign lifecycle
  15. Marketing driven by real-time events
    • Real-time event concepts
    • Event-triggered marketing campaign
  16. Measure marketing effectiveness using control groups
  17. Complying with contact policies
  18. Web marketing driven by real-time containers
    • Real-time containers
  19. From marketing to fulfillment
    • Launching an external process
  20. Adaptive outbound marketing

  • SKILL LEVEL

    Beginner

  • DURATION

    5 Days

  • PLATFORM VERSION

    8.3

  • CERTIFICATION PATH

    This course is part of the Pega Certified Marketing Consultant Certification

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This course is a must-have for any decisioning consultant who wants to implement Next-Best-Action application on a customer site.

Gain greater understanding of the key features, capabilities and benefits of the Pega Customer Decision Hub in this course. Learn how components such as Proposition Management, 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.

 

Course Outline

  1. Customer Decision Hub overview
  2. Optimizing the customer value in the contact center
    • Next-Best-Action used in a contact center
  3. Defining and managing propositions
  4. Authoring Next-Best-Action decisions
    • Next-Best-Action Designer
    • Web marketing scenario
    • Offer prioritization
  5. Configuring NBA designer for real-life scenario
  6. Using propositions in a decision strategy canvas
  7. Calculating dynamic prices
  8. Selecting the most profitable proposition
  9. Selecting the target audience
  10. Defining proposition eligibility rules
    • Define proposition eligibility criteria
  11. Predicting customer behavior
    • Introduction to data analytics
  12. Learning from historical interactions
  13. Using aggregated data to select the best offer
  14. Designing decision strategies for real-life scenarios
  15. Testing strategies en masse with simulations
    • Decisioning simulations
  16. Arbitrating between propositions
    • Reactive retention
  17. Evaluating customer credit score
  18. Avoiding redundant product offerings
  19. Understanding decision strategy execution
  20. Predicting customer behavior using real-time data
    • Adaptive analytics
    • Adaptive model
    • Adaptive model reports
  21. Using third party predictive models
    • About PMML
  22. Utilizing text analytics for email routing

  • SKILL LEVEL

    Beginner

  • DURATION

    5 Days

  • PLATFORM VERSION

    8.3

  • CERTIFICATION PATH

    This course is part of the Pega Certified Decisioning Consultant Certification

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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.

 

Course Outline

  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

  • SKILL LEVEL

    Beginner

  • DURATION

    3 Days

  • PLATFORM VERSION

    8.1

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.

 

Course Outline

  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

  • SKILL LEVEL

    Intermediate

  • DURATION

    3 Days

  • PLATFORM VERSION

    8.3

  • PREREQUISITE

    System Architect Essentials
    Business Architect Essentials

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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.

 

Course Outline

  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

  • SKILL LEVEL

    Beginner

  • DURATION

    1 Day

  • PLATFORM VERSION

    8.4

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Implementing CLM is a course for System Architects in the Financial Services sector and anyone that needs to implement or extend technical aspects of Pega Client Lifecycle Management (CLM) for Financial Services.

Participants will learn how to use the tools provided with the platform to configure the CLM application to best fit business needs including the data model, risk model, customizing the user interface as well as adding new documentary requirements and products.

 

Course Outline

  1. Pega CLM and KYC Overview
    • Features and functions of the new release of Pega CLM and KYC
  2. Application Overview and Implementation
    • Implementation and delivery methodology
  3. Operational Structure
  4. Customer Journeys
    • Customer journeys out of the box
    • Customization process for CLM journey types and sub-types
  5. Data Model
    • Data objects
    • Data pages
    • Data customization model
  6. Risk Model
    • Customer risk-assessment and supporting rules
  7. User Interface
    • Pega CLM portals and roles
  8. Documentary Requirement
  9. Maintaining Product
  10. Integration Features
    • Pega CLM integration features
    • Integration
  11. Event-driven Architecture
  12. Pega KYC Integration

 

  • SKILL LEVEL

    Intermediate

  • DURATION

    2 Days

  • PLATFORM VERSION

    8.4

  • PREREQUISITE

    System Architect Essentials
    Business Architect Essentials

Looking for more?

If there’s a course or capability you are looking for and do not see it outlined above, please reach out to us and we can work with you to find a suitable solution!

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