Onboarding

Understand the origins, functionalities, practical applications, and overarching objectives driving the development of the EBM Excel Add-In. For the full guide, follow this link.  This article contains the following topics: Background Benefits Exploring the Background of the EBM Excel Add...

This brief guide explains the functionality of the EBM Excel Add-In. As businesses evolve, so do their technological needs. With the EBM Excel Add-In, we aim to enhance your workflow while optimizing security and efficiency. In this article, we'll discuss how the add-in integrates with your EBM...

This guide introduces you to Microsoft Shared Authentication, a system designed to streamline your login experience across our EBM and Blue Ops platforms. This method enhances security and convenience, allowing you to log in effortlessly to both the website interface and Excel-based applications...

Troubleshooting potential issues with the EBM Excel Add-In is crucial for maintaining smooth operations and maximizing productivity. This guide provides valuable insights into common challenges you may encounter and offers effective solutions to overcome them. By understanding these troubleshoo...

This article will guide you in uninstalling the EBM Excel Add-in. Below, you'll find straightforward instructions to help you remove the add-in from your computer efficiently. Whether you're experiencing issues or simply no longer need the add-in, follow these steps to complete the uninstallatio...

When you get started with EBM, you'll be given access to your Catalyst website along with instructions for getting started. Begin at the beginning with accessing your website! Congratulations on signing up for EBM Catalyst! We're excited to have you on board. In this guide, we'll walk you throu...

Your Guide to a Smooth Start Welcome to EBM! We are excited to embark on this journey with you and want to ensure that your onboarding experience is as smooth and successful as possible. To help you get started on the right foot, we've put together some essential steps that you should be aware o...

Welcome to Catalyst, your powerful reporting and data consolidation solution. This FAQ will guide you through the essential information you need to get started effectively. Whether you're wondering about system requirements, data integration, report creation, or support options, we've got you co...

This tutorial provides key guidelines and best practices to optimize Catalyst's performance with large datasets. It also includes tips for improving overall software usability. This articles contains the following topics: Archiving File optimization Excel best practices Spreading data Limiti...

EBM Technical Requirements Below are recommendations and requirements for setting up your EBM instance to ensure software compatibility across your organization: Web-based Access: Catalyst is accessible via any web browser, eliminating the need for downloading or installing local software on yo...

Your EBM or BlueOps rep will handle most of your setup and onboarding procedures right away, but here are some common recommendations when first getting started with Catalyst. Set Up Your Team Client Administrator: Decide who will be the “internal Catalyst admin” for your group. You can have mor...