Operations & Client Management Portfolio Development Course Online
Build and deploy operations-automation and client-facing systems covering agentic workflow automation, scheduling, billing, and client portals.
Build and deploy operations-automation and client-facing systems covering agentic workflow automation, scheduling, billing, and client portals.
Operations & Client Management Portfolio Development is the capstone build lab. You deploy an operations and automation hub built around agentic workflows: multi-step processes that run on a schedule or a trigger, carry out internal tasks, and escalate to a human when something needs judgment. Designing these well is mostly about deciding what an agent should do unattended and what it should never do, which the course treats as a first-class design question.
The second application is a client operations and practice-management system covering scheduling, billing, client communication, and a client-facing portal. Because outside users touch it, it has to be reliable and secure in ways an internal tool does not, so authentication, permissions, and graceful failure get real attention. You finish the program with a portfolio of deployed applications spanning productivity, knowledge, revenue, finance, and operations.
Work on projects proven to boost retention
Refined over many years for an optimal learning experience
This training will definitely help my career. I was able to show my supervisor and co-workers what the software programs have to offer and what I'm capable of when the time comes for creating that construction design team in the future. I was able to provide documentation to my employer that the money spent was well worth it. The training I received at VDCI will become an asset moving forward.
—Donahue Chase
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Upon completion of this course, you’ll receive an official certificate testifying to your mastery of the curriculum. We’ll send you a link where you can download your certificate, share it online with your friends, post it to your professional network on LinkedIn, and view all your earned certificates. Congratulations on your achievement!
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Operations & Client Management Portfolio Development is a good fit for:
Yes, this course is open to beginners. Students must be comfortable using a computer. No other prior knowledge is required.
This course does not qualify for payment plans or student financing. See our Payment Options FAQ to find related programs that qualify.
For this course, you are entitled to a 90% refund (your payment less the nonrefundable 10% registration fee) within 30 days of purchase if you have not accessed the course materials.
There are no extra fees or taxes for our courses. The price you see on this page is the maximum you’ll pay us.
However, you may need to obtain required software. We’ll help you get set up with a free trial of paid software prior to the class. Most of our coding classes utilize freely-available open-source software. For most of our design and motion graphics courses, we will help you get set up with a free trial of Adobe Creative Cloud. If you attend the course in-person, we will have a computer already set up for you with all of the required software for no additional cost.
We don’t currently offer discounts as we do our best to affordably prices our courses.
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Build and deploy a financial dashboard with calculations computed in code, plus an AI-assisted document and agreements hub with compliance workflows.
Purchase group class vouchers at a discount for our regularly-scheduled group classes, or create a custom training program at your offices.
We’ve trained thousands of companies!
Let us create the perfect program for your team.
The first installment is due one week before the first class. Subsequent installments are spread out evenly across the duration of the course.
| Installments | |
|---|---|
| 10% non-refundable deposit | |
| $2,995.00 | Total You Pay |
See the Installment plan FAQ for more information.