Become Certified

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

Satisfaction with a product is related to many factors, a major one being the knowledge of how to apply that product.

Users share when they have had their pain points easily and simply dealt with.  Having simple yet complete solutions to their needs goes a long way toward easing those pain points.  From a Business Partner standpoint, customer satisfaction and confidence can also increase consulting revenue, 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.

We will simply test your Velixo knowledge through a range of quizzes and offer you ample opportunities to also learn about Velixo through webinars, courses, and other publicly available resources.

The entire Velixo learning and certification experience is now provided through Velixo Academy.

Certification process

The quizzes cover the following topics:

Financials

Demonstrate a working knowledge of using the Velixo financial functions to access and filter General Ledger data.

Projects

Demonstrate a working knowledge of the Velixo Project Module functions 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.

Support

As a certified consultant is often called upon to answer questions about Velixo, having a good understanding of how to support the product is important

Additional Skills

The consultant needs to ensure that they understand the use of all the following:

• Distribution Lists
• Journal Writeback
• Budget Writeback
• Project Forecast/Estimate Writeback
• Universal Writeback
• Drilldown

Certification Badge

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

Resources available

In addition to our self-paced content and recurring training webinars, available on Velixo Academy, our Help Center, our Youtube channel and our Community forums also include additional information about our product features.

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
  • Universal Writeback (previously called: Generic Writeback)
• How To’s and Tutorials
• Report Templates

Assistance & Training

If you require any additional assistance, please do not hesitate to contact our support team through the Velixo Help portal.