Become Certified

Thank you for your interest in becoming a Velixo Certified Consultant.

Sales and Proliferation of a product is related to many factors, a major one being knowledge of the product in the market  together with the application of the product. End Users talk when they have had their pain points easily and simply dealt
with. Having “simple” yet “complete” answers to their problems goes a long way toward easing those pain points. Customer satisfaction and confidence can also increase consulting revenue for Business Partners, so there is also a  commercial reason beyond just selling Velixo.

If you are interested in getting certified, then you have found the right page!

Certification Process

The process is simple and designed to achieve its goal, but not be onerous on someone who wants to learn the product:

• Prepare a Certification Reporting Pack (CRP), following the Software Knowledge guidelines provided below.
• Please do *not* submit copies of the sample reports available on our Online Help Center. We know what those look like. We want to see what *YOU* can create.
• Submit the CRP for review to Velixo.
• Final approval of the CRP will come from Velixo, who will send a Certification Badge to the new individual consultant.
• We ask that the badge (resized) be added to your email signature, as this is
  one of many elements to brand awareness messaging.

Software Knowledge

1. Installation
   The first step is to install Velixo and ensure that Excel is correctly configured.
2. Making Connections
   You should be able to create connections to your data and edit those connections – this is required before you can get started.
3. Requirements
   Without being completely prescriptive, the minimum requirements that we would expect an CRP to include fall into  four main categories:

General Ledger Module

• Monthly, YTD P&L – making sure that you also demonstrate the
  use of dynamic variables (e.g., Account Classes, etc) and GL
  Ranges in the reports
• Multi-period P&L showing segmentation by branches
• Balance Sheet
• Cashflow
• Trial Balance

Projects Requirements

Demonstrate a working knowledge of the Velixo Project Module functions. There are no specific requirements for these functions, as the skills necessary are very similar to those involved in creating a General Ledger report. We simply want to see that you understand how to access and filter the data using the Velixo project functions.

Generic Inquiries/Queries and List Functions Requirements 

Show a knowledge of the Velixo Generic Inquiry functions, as well as the List functions and using the array-aware features of Velixo. Demonstrate that you know how to bring the data into Excel and then manipulate it.

Additional Skills

The consultant needs to ensure that they demonstrate an understanding of the use of all the following:
Distribution Lists (including changing report parameters)

• Journal Writeback
• Budget Writeback
• Project Forecast/Estimate Writeback
• Generic Writeback (if applicable)
• Drilldown

Submission & Review

Submit the pack to [email protected] and we will review it and if necessary, come back to you with feedback. Here is an example of a checklist that a Velixo reviewer might use to help in evaluating your submission:

Certification Badge

The final Certification approval and badge will be sent to you after a successful
review.

Resources available

Our Help Center, our Youtube channel and our Community forums include everything you need to gain the knowledge for creating your submission.

Look for:

• Getting Started guides and videos
• Product documentation for basic functions and options, especially our Financials, Project and List functions
• More advanced product documentation, such as:
  • Budget Writeback
  • Journal Writeback
  • Report Distribution (if applicable)
  • Generic Inquiry
  • Generic Writeback
• How to’s and Tutorials
• Sample Templates – but remember not to submit those, we want to see what *YOU* can create.

Assistance & Training

If you require any additional assistance, please do not hesitate to contact our support team at [email protected].