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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 users and delivery team members involved in planning, designing and delivering enterprise solutions on the Pega Platform™ with a desire to become a Pega Certified Business Architect.

Begin your journey as a business architect with Pega technology by learning the capabilities of App Studio to develop applications on the Pega Platform that advance the digital transformation of organizations. Be introduced to the Pega Express™ delivery methodology and Pega's Center-out business architecture. Pega Business Architects participate in every aspect of the design and construction of a Pega application by incorporating business objectives and requirements.

Learn how to configure and build through a combination of demos, lectures, and discussions with Pega trainers. Practice with hands-on exercises and test your understanding with quiz questions.

 

Course Outline

By the end of this course, you will be able to successfully: 

  • Understand key concepts of the Pega Express™ methodology.
  • Implement case management and case life cycle design skills using various Pega tools.
  • Implement data and integration directly into your case life cycle.
  • Manage user roles and assignments.
  • Customize user interface elements and dynamic UI without coding.
  • Manage feature-based application development.
  • Implement user stories and document feedback items and bugs.
  • Create different types of business and process reports.
  • Configure mobile app channels.
  • Use Pega Mobile preview.

SKILL LEVEL

Beginner

DURATION

5 Days

PLATFORM VERSION

8.6

CERTIFICATION PATH

This course is part of the Pega Certified Business Architect Certification

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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.

Begin your journey as a System Architect with Pega technology by learning the capabilities of the Pega Platform. Develop applications that advance the digital transformation of organizations. 

Learn how to configure and build through a combination of demos, lectures, and discussions with designated Pega Instructors. Practice with hands-on exercises and test your understanding with quiz questions.

 

Course Outline

Acquire the core skills for application development on the Pega Platform™. This course provides the competence for individuals responsible for doing:

  • Rapid development and configuration of 'Build for Change' capabilities generated by design wizards to create robust, rule-based applications.
  • Configure rules for the implementation of situational layer cake behaviors supporting microjourneys.
  • Advise and guide citizen developers and stakeholders on best practices and techniques.
  • Define and implement client requirements using the agile Pega Express™ methodology.

Delivery team members use these principles to plan, build and deliver business applications faster and predictably for maximum business value. 

SKILL LEVEL

Beginner

DURATION

8 Days

PLATFORM VERSION

8.6

CERTIFICATION PATH

This course is part of the Pega Certified System Architect Certification

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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.

Training for System Architects who want to further their knowledge of the Pega Platform™ and improve their implementation skills. The lessons in this course focus on tasks that a Senior System Architect performs to develop a Pega application. Learn how to configure and build through a combination of demos, lectures, and discussions with Pega trainers. Practice with hands-on exercises and test your understanding with quiz questions.

 

Course Outline

By the end of this course, you will be able to successfully:

  • Understand key concepts such as rule resolution, class structure design, and branch development. 
  • Implement a wide array of functionality from implementing complex case management requirements to encrypting data.
  • Implement challenging reporting and integration requirements.
  • Be familiar with mobile app deployment. 

SKILL LEVEL

Intermediate

DURATION

10 Days

PLATFORM VERSION

8.5

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 8.5.

 

Course Outline

By the end of this course, you will be able to successfully:

  • Identify Pega design options for particular situations and evaluate these options to form recommendations
  • Employ an analytical approach towards designing Pega solutions capable of withstanding the test of time.
  • Design a Pega solution that provides an optimal user experience, performs well, delivers value to the business quickly, and is built for change.

SKILL LEVEL

Advanced

DURATION

10 Days

PLATFORM VERSION

8.5

PREREQUISITE

System Architect Essentials
Senior System Architect
Assessment: LSA Readiness

CERTIFICATION PATH

This course is part of the Pega Certified Lead 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

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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.

 

Course Outline

  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

SKILL LEVEL

Beginner

DURATION

5 Days

PLATFORM VERSION

8.5

CERTIFICATION PATH

This course is part of the Pega Certified Decisioning Consultant Certification

Pega Express™ delivery course is for those who are either scoping or delivering Pega projects. Pega Express™ is our delivery approach for projects of all shapes and sizes. It is designed so that Pega clients can get the most out of their Pega investment, quickly and to quality. 

We also leverage industry-standard approaches such as Scrum and Design Thinking, and combine that with our low code experience, an elaboration approach which we call Directly Capture Objectives (DCO), test automation and DevOps.

Students will cover all phases of the delivery approach becoming familiar with the principles, best practices and tools of Pega Express. Students will participate in structured workshops to master their skills in running DCO sessions and defining microjourneys™.  They will understand all the roles in a typical Pega project and the expectations from each role through the delivery.

 

Course Outline

By the end of the course, you will be able to:

  • Demonstrate awareness of the four phases of a Pega Express™ delivery and be able to demonstrate an understanding of the activities, key tools and outcomes expected from each phase.
  • Under the concept of the microjourney™ and be able to practically apply your skills to define the minimum lovable product ensuring projects are set up to deliver on the business outcomes.
  • Demonstrate awareness of Scrum best practices to ensure we deliver with speed and quality.
  • Demonstrate awareness of the importance of the technical architecture and design considerations for Pega projects as well as the process and benefits of Directly Capture Objectives (DCO).
  • Understand the DevOps approach to ensure an efficient feedback cycle and it’s implementation in Pega projects 

SKILL LEVEL

Beginner

DURATION

3 Days

PLATFORM VERSION

8

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This course is for those responsible for the operations of their Pega application environments. Course delivery is tailored for client-managed environments or Pega Cloud subscribers. Engineers become familiar with the day-to-day system activities and more!

Learn skills for managing your Pega 8 system with hands-on exercises for DevOps using Pega Deployment Manager. Use Predictive Diagnostic Cloud to navigate and identify performance tuning opportunities. Review Pega’s features around security and understand Pega’s logging capabilities. Learn how to onboard a Pega environment to the cloud for client-managed environments.

 

Course Outline

By the end of this course, you will be able to successfully:

  • Describe the Pega 8 Architecture.
  • Understand the various deployment nodes on the cloud.
  • Understand the administration responsibilities for Cloud Operations.
  • Describe and manage security authentication and authorization within Pega 8.
  • Manage Pega 8 Database Persistence as well as Database Performance tuning.
  • Use system monitoring tools for observability and telemetry with Predictive Diagnostic Cloud.
  • DevOps 

This course covers the following topics:

  • Introduction (including Pega terminology, Platform Studios, Admin and Dev Studios)
  • Predictive Diagnostic Cloud (which includes PDC, Nodes, Customer Decision Hub, Dynamic System Settings, etc.)
  • DevOps (which includes Deployment Manager, tools, Continuous Integration and Continuous Delivery)
  • Cloud Deployment (Pega Cloud or Client Managed Cloud)
  • Security (which covers user configuration, authentication, authorization, security management, data encryption, etc.)
  • Architecture (which covers an architecture overview, redundancy, observability, telemetry, and monitoring)

SKILL LEVEL

Beginner

DURATION

5 Days

PLATFORM VERSION

8

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This course is for those responsible for the operations of their Pega application environments. Engineers will become familiar with the day-to-day system activities and more!

Pega Predictive Diagnostic Cloud™ (PDC) is an AI-powered technology that is used throughout the application life cycle to assess the health of your application, notify you of critical issues and resolve performance and stability problems.

Set up a connection between the v8 Pega exercise system and a PDC production tenant. Perform hands-on exercises to investigate events and alerts in PDC and take actions on the improvement plan.

 

Course Outline

This course covers the following topics:

  • Predictive Diagnostic Cloud (PDC)
  • Improvement plan and event notification
  • Nodes
  • Background processing
  • Listeners
  • Dynamic System Settings (DSS)
  • Database monitoring
  • Search
  • Memory usage
  • Customer Decision Hub (CDH)
  • Performance monitoring third-party tools

SKILL LEVEL

Beginner

DURATION

2 Days

PLATFORM VERSION

8

This course is for those responsible for the operations of their Pega application environments. Engineers will become familiar with the day-to-day system activities and more!

Use Deployment Manager to configure and run continuous integration and delivery (CI/CD) workflows for your Pega applications from within Pega Platform ™. Create a standardized deployment process to deploy predictable, high-quality releases without using third-party tools. With Deployment Manager, fully automate your CI/CD workflows, including branch merging, application package generation, artifact management, and package promotion to different stages in the workflow.

Perform hands on exercises to configure integration between an orchestration server and a Dev, Staging and Production environment. Configure pipelines, run testing and perform migrations.

 

Course Outline

This course covers the following topics:

  • Basics and introduction
  • Tools
  • Deployment Manager
  • Continuous Integration (CI)
  • Continuous Delivery (CD)

 

SKILL LEVEL

Beginner

DURATION

2 Days

PLATFORM VERSION

8

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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