Comprehensive Curriculum

Detailed modules covering all aspects of the Iris platform from Dashboard Overview to Advanced Features.

Hands-On Learning

Practical tutorials and demonstrations to enhance your understanding and proficiency.

Expert Guidance

Benefit from the expertise of industry professionals to navigate through complex features with ease.

About the Course

Welcome to the Mastering Iris Platform Course! This course is designed for general users who are new to the platform. Dive deep into user order of operations and gain a thorough understanding of every feature from Dashboard Overview to Advanced Settings. Our goal is to equip you with the knowledge and skills needed to maximize your efficiency and productivity on the Iris platform. Take the first step towards becoming an Iris expert today!

Meet Your Instructor - Ryan McKelvey

Hi, I’m Ryan from the Customer Success team, and I’ll be your instructor for this course. Along the way, you’ll also hear from Ben Hills, CEO of Iris, and my teammate Jonah Versmann from Customer Success. Together, we’ll guide you through the Iris platform and share practical tips to help you succeed and get the most out of your RFP projects.

Course Curriculum

9 Chapters · 30 Lessons

  1. 1

    Introduction to Iris

    1. (Included in full purchase)

      Welcome to Iris

    2. (Included in full purchase)

      The Next Phase of Iris: RFPs Reimagined

    3. (Included in full purchase)

      Dashboard Overview

    4. (Included in full purchase)

      Key Terms Glossary

  2. 2

    Qualification

    1. (Included in full purchase)

      Determine Go/ No-Go Decision Making

    2. (Included in full purchase)

      Using Iris to Wireframe and Make Go/No-Go Decisions

  3. 3

    Creating Your Knowledge Map

    1. (Included in full purchase)

      Build Your Knowledge Map to Centralize, Sync, and Scale

    2. (Included in full purchase)

      Uploading Files Manually

    3. (Included in full purchase)

      Uploading Web Content

    4. (Included in full purchase)

      Keeping Your Knowledge Map Accurate and Consistent

    5. (Included in full purchase)

      Maintaining Your Knowledge Map

  4. 4

    Creating Your First Project

    1. (Included in full purchase)

      Creating a PDF Project

    2. (Included in full purchase)

      Creating an Excel Project

    3. (Included in full purchase)

      Getting Started with RFP Projects in Iris

    4. (Included in full purchase)

      From File to Finish

  5. 5

    Managing Your Project Effectively

    1. (Included in full purchase)

      Getting Started

    2. (Included in full purchase)

      Advance Features of Working on a Project

    3. (Included in full purchase)

      Mastering Your Project

    4. (Included in full purchase)

      Organizing Questions with Sections, Tags & Assigness in Excel

  6. 6

    Integrations and Automation

    1. (Included in full purchase)

      Using Ask Iris

    2. (Included in full purchase)

      Using Ask Iris in Slack

    3. (Included in full purchase)

      Using Ask Iris in Chrome

    4. (Included in full purchase)

      Integrating with Other Tools

    5. (Included in full purchase)

      Integrations Check

  7. 7

    Reporting

    1. (Included in full purchase)

      Reporting Dashboard

  8. 8

    Admin Guide

    1. (Included in full purchase)

      Custom Roles

    2. (Included in full purchase)

      Security Settings

  9. 9

    Customizing Your Experience

    1. (Included in full purchase)

      Tags

    2. (Included in full purchase)

      Integrations

    3. (Included in full purchase)

      Templates

Ready to Master Iris Platform?

Join our course today and elevate your Iris experience to new heights!

Enroll Now