Sopact Academy · free courses and guides
Learn step by step
New here? Start with step 1. Each course picks up where the last one ends.
Step 1 · everyone
Govern your data from day one: one ID per person, context your AI can use, reports you can check.
Step 2 · pick one
Five lessons that set up the forms, IDs and follow-ups for the work you manage. Eight to choose from: programs, applications, portfolios, cases, partners, members, customers and employees.
Choose your workflow ↓Step 3 · funders and funded partners
From the onboarding call to a report people can compare: one agreement, two roads, one toolkit.
See the course map →Step 2
Answer one question
Forms, surveys and follow-ups
Eligibility, rubrics and scoring
Case notes, mentoring and progress
Board reports, dashboards and compliance
Access, repeatability and traceability
The library
Short, practical answers to one question each. Use the search at the top, or open a group.
Bring one real question and a sample of your data. We will work through it with you.
