Doors Close in

WHEN: Tuesday, September 16th 2025

Planning Analytics Modernization Training for PA Admins

Training is vital to your analytic success

Take your skills to the next level with our Planning Analytics Modernization Training for PA Admins focused on Workspace fundamentals, modeling essentials, and migrating from Architect and Perspectives to PAW and PAfE.

The Details:

When: Tuesday, September 16th 2025

Time: 10:00 am ET to 2:00 pm ET via Zoom

Investment: $497 per person

Included: Comprehensive training on PAW & PAfE with Lodestar Solutions' Planning Analytics expert/IBM Champion, Live interactive session, hands-on exercises in Lodestar's environment, exclusive transition checklist

Mandatory IBM upgrade ahead—don’t get left behind.


Starting October 2025, Architect and Perspectives will no longer be supported. All users MUST transition to PAW and PAfE. Join our training to learn everything you need for a seamless upgrade and avoid workflow interruptions.

Reserve your seat today!

Why You Should Attend:

🚨WARNING!!!The Clock Is Ticking: Architect and Perspectives Retire in October 2025

IBM is officially sunsetting Architect and Perspectives. If you're still relying on these legacy tools, your workflows—and your team's efficiency—are at serious risk. Our course doesn’t just teach the new tools—it empowers you with the knowledge to future-proof your career and continue driving value for your organization. This is your chance to evolve, lead the change, and stay indispensable.


Limited Seats. Unlimited Opportunity.

This isn’t just another training—it’s your launchpad into the future of IBM Planning Analytics.
Seats are limited for a reason: we keep the group small so every attendee gets meaningful, hands-on guidance.
Don’t let hesitation be the reason you fall behind. Reserve your spot today.


Real-World Experience, Not Just Theory

Our instructors are not just trainers—they’re trusted IBM Champions and battle-tested consultants who’ve solved real challenges for clients like you.
You’ll learn what actually works, what to avoid, and how to apply proven strategies inside your own environment.


Everything You Need to Lead the Transition

This isn’t surface-level training.
We’ll cover every essential step of migrating to Planning Analytics Workspace and PAfE, from building models in the new Workbench to converting reports, setting up security, driving user adoption, and more.
You’ll leave equipped to guide your team—not just survive the changes, but thrive in them.


Roll Up Your Sleeves. Learn by Doing.

We believe the best way to learn is by doing. You’ll get into a real PAW environment, practice building, converting, and navigating in real time.
No more guessing when you get back to the office—you’ll already know how to handle it.


Resources That Go Beyond the Course

When the course ends, your confidence won’t. You’ll walk away with comprehensive resources you can reference anytime—tools that help you reinforce what you learned and continue growing.
You won’t just be prepared—you’ll be empowered.

TESTEMONIAL:
"My team and I recently completed Lodestar’s Planning Analytics Workspace Administration training and we were incredibly pleased with the results. The instructors were knowledgeable, great communicators, and the topics covered were exactly what we were looking for. They were even willing to go off-script and answer some of our other Planning Analytics questions. There are not many options for Planning Analytics Workspace training, so I was grateful to find this one at a surprisingly affordable price. I highly recommend Lodestar’s training services and definitely plan to work with them again. " 

-Alison Nimura

Business Intelligence Manager

Office of Information Technology

Portland State University

OPTION 1

Keep doing what you're doing and get the same results you've always gotten. The whole definition of insanity is doing the same thing over and over again expecting a different result.

OPTION 2

Try doing it on your own and spend countless hours digging through all this stuff yourself, trying to figure it out on your own. Some people spend 10 years trying to figure things out on their own, and still haven’t figured it out yet.

OPTION 3

Join us at this event, meet other forward-thinking entrepreneurs, skip that trial and error, costly mistakes and compress years of online business acumen into a weekend.

Training Agenda

I. Workspace Overview

a. Home Page

b.  Applications and Plans

c.   Books and Reports

d.  Modeling

e. Learn Panel

II. Administration

a.      Detailed review of Admin Area

i.   Databases

ii.  Agents

iii. Users and Groups

iv. Life Cycle Management

v. Customizations

vi. Features

III. Modeling Workbench

a. Overview

b. Review Dims and Cubes

c. Review Rules

d. Review TI Processes and Chores

e. Discuss Advantages of Workbench compared to Architect

IV.  Security

a. Manage Security in PAw

b.  Discuss PAw Security vs Model Security

V. Move from Perspectives to PAFE

a.      Review Report Options in PAfE

i.  Exploration

ii. Quick Report

iii. Dynamic Report

iv. Custom Report

v. Universal Report

b.  Process to Convert Perspectives to PAfE

c.  Publish to PAfE to Workspace

VI. Reports and Analysis

a.  Overview of Books

b. Create a Book

c. Create Explorations in Books

d. Create Visualizations in Books

e. Synchronizing in Books

f.  Formatting in Books

g.  Utilizing AI Forecasting

VII. PA Assistant and End User Adoption

a.  PA Assistant Features and Use

b. Tips for End User Adoption

c.  Q&A

This is a LIVE, Instructor Led Training!

Heather L Cole, J.D.,CHPC

Business Analytics Advisor/ IBM Lifetime Champion

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