Training
Learn DelPulse in short steps: a common start for everyone, then a learning path for your role, with a video, clear steps and a practice exercise in every module.
Made for any industry. The example workspace in this training, and in the live preview, is a made-up healthcare organisation (Midshire Health) and a network of care organisations (Westvale Care Partnership), so that every example is realistic and consistent. DelPulse is not only for healthcare. It can be set up for any industry, such as financial services, retail, manufacturing, local government or charities: you name your own networks, organisations, portfolios, programmes, products and teams, and DelPulse uses general terms unless you choose a sector pack in Governance settings. The way of working is the same in every industry.
How training works
- Start with Getting started. Short modules everyone takes, whatever their role, including how to assess yourself in your role.
- Follow your role’s learning path. Modules are in the order you will need them.
- Practise each module in the live preview. Every module ends with a “try it yourself” exercise as one of the example people.
- Use the role guides and the user guide when you need detail.
Learn by flow
Work in DelPulse follows two flows. Pick a stage to learn the part you do.
Demand to value
How a request becomes a change that delivers value on a product.
- CaptureOne request formRaising a request
- TriageSize and routeDemand, triage and the DelPulse Value Index
- ReviewTech TalkWhen a change is too big: route it to a project
- DiscoverAnalyse, prototypeYour product’s knowledge: records and decisions
- PrioritiseScore and orderDemand, triage and the DelPulse Value IndexEpics, funding and value on the Portfolio Kanban
- Deliver2-week sprintsFeatures, stories and sprintsPlanning on the whiteboard: cards that are real workDependencies: agree them, see them, act early
- AssureTest, safety, CABAcceptance criteria, tests and checklists (BDD and TDD)
- ReleaseDeploy, validateGo-live, early life support and stabilise
- RealiseMeasure benefitsTracking benefits until they are realised
Service management
How live services are kept running, and how what is learned flows back into the product.
- EngageGet helpGet help: answers, requests and reporting a fault
- LogClassify and prioritiseThe service desk: queue, board and tickets
- RouteApprove and assignThe service desk: queue, board and ticketsService teams: no sprints, measured by flow
- RestoreResolve and fulfilThe service desk: queue, board and ticketsDeclaring an emergency
- LearnProblems and knowledgeProblems, known errors and major incidents
- ImproveFix for goodProblems, known errors and major incidentsChange requests with suppliers
- ReviewService levels and valueAgreements, service health and the service review
Find your learning path
RequestersFront-line and operational staff raising requests (free requester seat)Approvers and board membersSenior Users, Senior Suppliers, Change Managers on free approver seats, and Project BoardsRoles: Business Lead, Senior User, Senior SupplierViewersPeople who need to see progress but not change it (free viewer seat)Delivery team membersAnalysts, developers, testers and SMEs in a product teamRoles: Delivery Manager, Delivery team, Business and operational SMEs, Test LeadProduct Managers and Product OwnersPeople who own a product and its backlogRoles: Product Manager, Demand Manager, Product Owner, Receiving Product ManagerProject and Programme ManagersPeople who run projects and programmes through stages and gatesRoles: Programme Manager, Project Manager, Technical and Integration LeadSROs and Executive SponsorsSenior people accountable for projects and portfoliosRoles: Executive Sponsor, Portfolio Lead, Senior Responsible OwnerService managementService Owners, Service Desk Leads and Analysts, Problem Managers, Change Managers, Early Life Support and cutover leadsRoles: Change, comms and training lead, Business Change Lead, Cutover Lead, Early Life Support Lead, Change Manager, Service Owner, Service Desk Lead, Service Desk Analyst, Problem ManagerPMO and assurancePMO Leads, Project Assurance and Project SupportRoles: Product Operations, Project Assurance, PMO Lead, Project SupportBenefits OwnersPeople accountable for the value a change deliversRoles: Benefits OwnerNetwork leadsPeople running a roadmap across several organisationsRoles: Network Product Lead, Network Delivery Lead, Domain Product Manager, Solution Architect, Safety and Compliance Lead, Supplier Product LeadNational and regional oversightPeople in an optional Portfolio of Networks workspaceRoles: Portfolio of Networks Director, National Portfolio Lead, National Portfolio Office Lead, National Solutions Lead, National Safety and Compliance Lead, Regional OversightAdministratorsPeople who set up and look after the organisation
All modules by track
70 modules, about 379 minutes in total. 70 have videos so far; the rest have their steps and exercises ready, and each video is added as it is made. See the production plan.
Getting started
For everyone. What DelPulse is, how to find your way round and how to work on an item.
Welcome to DelPulseUnderstand what DelPulse does and where your work fits.Video readyFinding your way roundStart every day knowing what needs you.Video readyRaising a requestAsk for a change through the one front door.Video readyWorking on an itemMove work forward and keep everyone informed.Video readyDeclaring an emergencyStop everything for a data breach, a data leak or a platform crash.Video readyYour role: self-assessment and coaching canvasKnow how well you carry out your role today, and agree with your coach what to work on next.Video readySigning in: single sign-on and forgotten passwordsAlways be able to get into DelPulse, and back in when you forget your password.Video readyCatch me up and Ask DelPulseFind what matters fast, from the live data, in plain English.Video readyCommunities of practice: join, learn and assess yourselfGrow in your craft with the people who share it, whatever team they work in.Video ready
Administration
Setting up an organisation: licences, structure, people, roles, connections and the audit trail.
Creating your organisation and licencesGet a new organisation ready to use.Video readySetting up your structureModel your organisation so boards and roll-ups match reality.Video readyPeople, roles and seatsGive everyone the right access and responsibilities.Video readyConnecting your delivery and service toolsConnect the tools your teams already use.Video readyAudit trail and exportsShow who did what, when, for assurance and audit.Video readyPlans, licences and the Integrations add-onChoose the right plan and know what each seat costs.Video readyMicrosoft 365: the Outlook calendar and Teams meetingsPut every DelPulse event in Outlook with a Teams link, and bring Outlook meetings into DelPulse.Video readyJira field mapping and custom fieldsDecide where every Jira field goes, and add fields of your own.Video readyThe Atlassian backboneRun delivery in Jira while DelPulse runs programmes, projects, gates and the whole picture.Video readySingle sign-on and SCIMLet people sign in with their Microsoft work account, and keep joiners and leavers up to date automatically.Video readyAI tools and agents: settings and approvalDecide what AI may do in your organisation, and keep people in charge of every change.Video readyConnecting GitHub and your pipelinesBring code, builds, deployments and security scans into DelPulse, matched to the work they deliver.Video ready
Projects and programmes
Running change through stages and gates, from business case to go-live and handover.
The project lifecycle and sizingKnow the stages a project moves through and how much governance it needs.Video readyBusiness case and approval to buildGet a project approved to build, with the right people deciding.Video readyPlan and controlKeep a project within its tolerances and act early when it is not.Video readyEscalate a risk or issue one level upGet a risk to the person who can act on it.Video readyGates and checkpointsRun a gate with evidence, not opinion.Video readyGo-live, early life support and stabiliseTake a change into live service safely.Video readyHandover at G5: from project to productHand over in one decision, with nothing lost.Video readyClosing risks and issues: outcome, resolution and reviewClose risks and issues properly, with evidence and a second pair of eyes.Video ready
Products and teams
Running a live product: demand, backlog, sprints, Jira, inherited knowledge and benefits.
Demand, triage and the DelPulse Value IndexTurn requests into a prioritised backlog.Video readyFeatures, stories and sprintsBreak strategic and ad hoc work down to sprint-sized stories, and deliver the highest value first.Video readyIntegrating with, or moving from, Jira or Azure DevOpsKeep your teams in Jira or Azure DevOps and see everything above them in DelPulse, or bring all of it into DelPulse.Video readyYour product’s knowledge: records and decisionsKeep decisions and documents with the product for life.Video readyTracking benefits until they are realisedProve the value promised in the business case.Video readyWhen a change is too big: route it to a projectUse the mode test to send big changes through governance.Video readyEstimates: original, actual and accuracySee whether you over- or under-estimate, and get better at it.Video readyStrategic and ad hoc work, and changing typeKeep strategic and ad hoc work visible, and give every item its real type.Video readyService requests, small changes and the service shareRun the service without crowding out the roadmap.Video readyChange requests with suppliersTrack changes only the supplier can make, beside the product’s own work.Video readyDependencies: agree them, see them, act earlyStop plans failing quietly on work owned by another team, product or supplier.Video readyAcceptance criteria, tests and checklists (BDD and TDD)Agree what done means before the build starts, and prove it before anything is called done.Video readyPlanning on the whiteboard: cards that are real workPlan a cycle on a whiteboard where every card is a real work item, planned into a real sprint.Video readyBusiness change: readiness and adoptionMake sure people are told, trained and using the change, not just that it was released.Video readyWorkshop whiteboards and diagramsRun a workshop where what you agree becomes real work, and draw designs that show how the work is going.Video readyDesigns and documents linked to workKeep designs and documents with the work they shape.Video readyYour document libraryKeep pages and files with the work, with every version, without needing Microsoft 365.Video readyCode, releases and the gate to liveSee what is live and what is coming, plan releases, and know whether a deployment to live is allowed.Video readySecurity findings and delivery performanceFix security findings on time, accept a risk properly when you must, and measure delivery honestly.Video ready
Service management
Keeping live services running: the service desk, Get help, agreements, problems, major incidents and service teams.
The service desk: queue, board and ticketsRun the desk day to day, so every ticket is logged well, owned, and fixed within the agreed time.Video readyGet help: answers, requests and reporting a faultGet help from the support team without knowing how it works behind the scenes.Video readyAgreements, service health and the service reviewAgree what good service means, see whether each service meets it, and review it every month.Video readyProblems, known errors and major incidentsStop the same incident coming back, and handle the big one calmly when it comes.Video readyService teams: no sprints, measured by flowRun a team that works from the service queue, not in sprints, and see how it is doing.Video ready
Portfolio and PMO
Assuring business cases, seeing every project and product in one view, and managing people and money.
The PMO hub and project healthSee every project’s health without asking for a status report.Video readyAssuring and approving business casesAssure and approve with separation of duties.Video readyPortfolio boards, roll-ups and reportsSee projects and products side by side.Video readyPeople, capacity and timesheetsKnow who works where, split people across teams and projects, and plan to real capacity.Video readyEpics, funding and value on the Portfolio KanbanDecide what the organisation commits to, fund it at a Portfolio Review, and stop early when enough value is delivered.Video readyPulse Cycle planning: the quarter, planned togetherRun the run-up and the planning event, and leave with a plan every team believes in.Video readyThe resource library: runbooks, templates, checklists and assessmentsPick up a tried way of doing something instead of starting from a blank page.Video readyRAID register and scoringSee every risk, action, issue, decision and dependency in one place, and rank work with a second scoring model.Video readyScenarios and forecast datesTry funding and timing choices before committing, and know how likely a date is.Video readyAgents in governance: gate readiness, board and handover packsLet agents do the checking, and decide what they propose.Video ready
Networks
Several organisations on one roadmap, sharing solutions instead of building them twice.
Shared roadmap and solution libraryPlan once across several organisations.Video readyNetwork governance and the Pulse CycleAlign priorities across organisations.Video readyCapabilities: build once, use everywhereConnect work in many organisations and products to one shared capability.Video readyShared portfolio and onboarding a member organisationRun the network as the portfolio for its members, and give a member its own portfolio when it is ready.Video readyCapability hub: front doors, push, adopt and lessonsSolve a problem once in the network and reuse it in every member organisation.Video ready
Portfolio of Networks
Optional national or regional oversight, with authority over the networks beneath it.
User and administrator guide
A step-by-step guide with screenshots of every screen, a roles and permissions matrix, and how to set everything up.
Practise in the demo
The demo runs the whole platform with the example workspace used in these videos. Sign in as any example person with the password pulse-demo-2026, for example alex.morgan@example.com. It resets every night, so nothing you do there matters.
Practise in the live preview
The preview runs the whole platform with example data, in your browser only. Use View as to become any example person; nothing you do affects anyone else, and Reset puts the example data back. Every example account’s password is pulse-demo-2026.