HEPO's partner enablement framework prepares a firm to explain, configure and deliver the platform in a client's working context. It combines role-based capability development, reusable delivery material and a framework for recognising delivery experience.
The purpose is practical independence: a partner team should be able to explain what the software does, demonstrate the agreed application and recognise when a question needs product or specialist support.
Four capability tracks
| Track | Work the practitioner needs to demonstrate |
|---|---|
| Assessment practice | Establish a question and appropriate evidence, run supported evaluations and explain their limits |
| Catalogue facilitation | Help the client adapt or author definitions, agree their meaning and establish review ownership |
| Implementation | Configure the environment, integrations and access; verify representative operations and arrange handover |
| Advisory practice | Interpret readings with the client, distinguish evidence from inference and help scope a chosen response |
These are the programme's certification tracks. Entry criteria, assessments and current availability should be agreed during onboarding. Attendance alone does not establish capability to deliver a client engagement.
Simulation & Gamification can add scenario preparation, facilitation and debriefing to an engagement. Those responsibilities need the same attention to competence and to the basis of the experience being shown.
Materials your team can work from
The delivery library is organised around four kinds of material:
- Pitch and explanation: a clear account of the software, three offerings and relevant applications.
- Methodology: assessment, catalogue and review practices that can be taught and repeated.
- Demonstrations: representative work that the consultant can walk through in a supported environment.
- References: architecture, implementation and customer-facing explanations consistent with the demonstration.
Review the available materials with the team and identify any gaps for the intended domain. A reference example needs adaptation to the customer's definitions, records and responsibilities.
The tier framework
The named progression is Registered, Silver, Gold and Platinum. The framework relates standing to capability depth, delivery experience and programme requirements. A named firm's status must be established from its actual record; an archetype page does not confer a tier.
As the programme develops, partner experience can help improve the criteria, assessment rubrics and engagement materials. The scope of that participation is agreed with the participating firm. It is not a promise of exclusivity or a time-limited claim to a market category.
Prepare the first engagement
Begin with the firm's practice and a plausible client need. Identify who will lead assessment, definitions, implementation and advisory work, and where support is needed. Agree the applicable learning and assessment path, then prepare a scoped demonstration and delivery plan.
The first-engagement guide shows the work. Partner economics explains how professional services and the platform licence fit together. Partner types helps locate your firm's contribution.