Becoming a consultant into ERP5 has now became very easy thanks to TioLive platform. Thanks to the spreadsheet configuration process, consultants can easily configure ERP5 to the specific needs of each companies. TioLive is then taking care of all technical issues related to hosting ERP5 instances.
The second level of consultancy around ERP5 is to become able to fully adapt the solutions to very specific needs. In order to become able to do it, there is a full range of documentation which is is currently being written. Once they are written, the presentation will be available here.
Become TioLive Consultant
In order to become TioLive Consultant you must pass through the certification process which will allow you to have a specific access to the instances of your clients. The complete explanation of the certification process is available on TioLive partners webpage.
TioLive consultants should read the following documents before asking for the certification:
- ERP5 User documentation is the page on which are available all ERP5 user tutorials. Each consultants must have followed those tutorials in order to learn what is the standard configuration of ERP5 on the TioLive platform.
- TioLive Consulting Document Guide (Coming soon) describes the documents which must be filled before starting to think about the categories. The purpose of this document is to make sure that the consultant takes a little time with the client to think about what is expected from the use of ERP5.
- TioLive Categories Consulting Guide (Coming soon) describes the different categories which can be customised within TioLive.
- TioLive Categories Implementation Guide (Coming soon) is a short presentation about how to import the spreadsheet which have been prepared.
Become ERP5 Consultant
ERP5 consultants needs more work since it is about being on its own to implement an ERP5 solution. In order to reach a high level of quality in the implementation of ERP5, consultants must know very well what is ERP5 and what ERP5 is not. Here is useful documents to learn more about ERP5:
- ERP5 Unified Business Process Model (Coming soon) describes the Unified Business Process which is used by ERP5. It allows ERP5 to be one of the most scalable ERP on the market. In the same time it needs to be well understood to make sure implementation of new functionalities respects this model.
- The ERP5 Implementation Process Guide describes the detailed process of implementing a complex ERP5 solution. It should be read as a reference document in order to understand how much effort is required to reach a high quality implementation and to get an idea of the cost of interfaces and data migration. ERP5 consultants should use this guide as a base to understand the difference between a shrinked wrap ERP5 solution (which does not require to go through many steps of quality assurance) and an enterprise grade custom solution (which requires to follow strictly all the steps described in this guide).
- The ERP5 Workflow Tutorial provides a quick overview of how developers should configure ERP5 workflows. It is useful for a consultant in order to understand the customisation possibilities of ERP5.
- The ERP5 Reporting Guide provides an overview of the different ways a developer can configure reports in ERP5. It is useful for a consultant in order to understand the different possibilities of reporting in ERP5.
- The ERP5 Security Guide (Coming soon) describes how is designed security in ERP5 and help you understand how you should proceed to design a good security model for your company.