Helios Consultant

Discovery is where a consultant turns a client's description of their business into facts a Helios design can use. The exam asks you to separate who owns what between Orbit and Field, to tell hard constraints from preferences, and to write requirements and KPIs that can be tested. It also checks that you set accurate expectations about fixed Helios rules before they become promises.

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Solution design starts by matching each requirement to the right Helios product and entitlement tier. The exam checks that you know what Field, Orbit, Signal, Desk, Deliver, Ledger, Ascend and Arborist each do, how data should flow between them, and when standard configuration is better than extension work.

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Field service implementation covers how work is planned, released, executed and experienced by customers and technicians. Expect exam questions on scheduling constraints, the appointment lifecycle and the Onsite gate, alternate outcomes, offline behaviour and customer tracking privacy.

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Integration and migration work decides whether a Helios go-live is trusted. The exam covers identifying dependencies, keeping identifiers and ownership clear, loading data safely and repeatably, and proving integrations with realistic tests and recovery procedures.

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AI-enabled transformation is about positioning AI Core and Sol honestly and governing them well. The exam checks what AI Core offers today, how client workspaces are isolated, how AI output reaches operational records only through human review, and what consent and permissions apply.

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Delivery is where good design turns into a stable live service. The exam covers phased planning across environments, user acceptance testing, role-based training, sign-in and support coverage at go-live, and the measures a consultant uses to keep improving after hypercare.

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