CertificationsHelios Consultant
- Certification code
- HCC
- Price
- $300 USD
- Exam
- 60 questions · 90 minutes
- Pass mark
- 70%
- Status
- Not started
- 1Choose
- 2Sign in or sign up
- 3Pay
- 4Course and exam
- 5Credential
HCC
Helios Consultant
Equip implementation professionals to translate business requirements into successful Helios solutions and measurable operational improvements.
Pass mark is 70%. Three attempts, then a 30-day wait. A failed attempt waits 24 hours.
Step 2 of 5
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A certification account is for sign-up and credentials only. It does not open Helios apps.
What you will study
Discovery and Business Process Analysis
Questions drawn: 10
Stakeholder Discovery
Not complete yet
Identify sponsors, process owners, end users, business outcomes and constraints.
A Loom video can be attached to this lesson.
Current-State Process Mapping
Not complete yet
Map customer journeys, dispatch workflows, support processes and system dependencies.
A Loom video can be attached to this lesson.
Requirements and Success Criteria
Not complete yet
Convert business needs into prioritized requirements, acceptance criteria and KPIs.
A Loom video can be attached to this lesson.
Solution Design and Product Selection
Questions drawn: 10
Helios Capability Mapping
Not complete yet
Match business requirements to Field, Orbit, Signal, Desk, Deliver, Ledger, Ascend and Arborist, including entitlement tiers.
A Loom video can be attached to this lesson.
Data and Process Design
Not complete yet
Design customer, site, asset, service, project and financial information flows.
A Loom video can be attached to this lesson.
Configuration Versus Customization
Not complete yet
Evaluate standard capabilities, integration requirements, extensions and maintainability.
A Loom video can be attached to this lesson.
Field Service Implementation
Questions drawn: 10
Workforce and Scheduling Design
Not complete yet
Define territories, skills, capacity, technician availability and dispatch policies.
A Loom video can be attached to this lesson.
Execution and Outcomes
Not complete yet
Design dispatch release, the Onsite gate, alternate outcomes and offline sync.
A Loom video can be attached to this lesson.
Customer and Technician Experiences
Not complete yet
Map booking, confirmation, dispatch, arrival, completion and follow-up journeys.
A Loom video can be attached to this lesson.
Integrations and Data Migration
Questions drawn: 10
Integration Discovery
Not complete yet
Identify external CRM, payment, ERP, messaging and field-service dependencies.
A Loom video can be attached to this lesson.
Data Mapping and Migration
Not complete yet
Plan identifiers, ownership, deduplication, cleansing and reconciliation.
A Loom video can be attached to this lesson.
Integration Testing and Exceptions
Not complete yet
Define test scenarios, error handling, monitoring and recovery procedures.
A Loom video can be attached to this lesson.
AI-Enabled Transformation
Questions drawn: 10
Helios AI Core
Not complete yet
Position AI Core's available phases, isolated client workspaces and benchmark claims. Brand context: AI From Within™.
A Loom video can be attached to this lesson.
Human-Reviewed AI Handoffs
Not complete yet
Design reviewed draft imports, agent-approved follow-ups and consent for AI likeness. AI Core is Energized by The Tatonia Method™.
A Loom video can be attached to this lesson.
Sol Adoption and Governance
Not complete yet
Design responsible AI use cases, user training, oversight and value measurement.
A Loom video can be attached to this lesson.
Delivery, Adoption and Optimization
Questions drawn: 10
Implementation Planning
Not complete yet
Define phased scope, milestones, dependencies, resources and risks.
A Loom video can be attached to this lesson.
Testing, Training and Go-Live
Not complete yet
Conduct UAT, prepare role-based training, establish cutover and hypercare plans.
A Loom video can be attached to this lesson.
Continuous Improvement
Not complete yet
Measure adoption, customer outcomes, scheduling effectiveness and service performance.
A Loom video can be attached to this lesson.