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Oversight Software category

Skills and Certifications

Know who is certified, who is about to lapse, and who can actually deliver.

Evaluate this against your current oversight tool. Comparison below.
← People
JT
Jasmine Torres
Junior Consultant Junior
Delivery
About
Junior consultant; supports Birchwood configuration.
Timezone
America/Chicago
Start date
2025-08-15
Skills (2)
Excel / Spreadsheets · Tool
Advanced 3y
monday.com · Platform
Intermediate 1.5y
Certifications (1)
Current
ACTIVE
Certified ScrumMaster (CSM)
Scrum Alliance · Project Management · issued 2024-02-14 · no expiry · CSM-2024-552103
Scrum Alliance CSM does not expire under the current program rules.
Skills with proficiency. Certifications with credential numbers and renewal history. One record per person.
Overview

How Skills and Certifications works.

Vendor partner programs run on certifications. Tier eligibility, deal registration, co-sell privileges, and joint marketing dollars all depend on headcount of certified people. When a certification lapses without anyone noticing, your firm loses tier the same day. PartnerView holds skills and certifications as one queryable record per person, with renewal alerts that fire before the credential expires, not after a client finds out.

Where it breaks today

The specific problems Skills and Certifications solves.

01

The senior consultant's certification expired before the project started.

The vendor cert lapsed silently. The kickoff call is the moment the client discovers it. The conversation is no longer about scope, it is about whether you can keep the engagement.

02

The skills inventory is a hiring-day artifact.

Skills were captured the day the person joined. Three years later they have new platform expertise nobody recorded. The proposal team cannot find them because the system does not know.

03

The cert renewal calendar lives in three places, none of them current.

One person tracks the vendor's email reminders. Another holds the annual review notes. A third holds the recertification deadlines on a sticky note. The view of who is about to lapse exists only if all three are in the same room.

Compare

How tracking certifications in vendor portal emails compares to PartnerView.

Evaluate this against your current talent record. Comparison below.

Vendor portal emails PartnerView
Skills inventory Spreadsheet filled at hiring. Stale within a year. Skills matrix with proficiency 1 through 5 per person, last-used date, and years of experience.
Certifications Tracked across vendor portal emails. Expirations missed. Cert records with credential numbers, issue dates, and expiry alerts.
Renewal alerts Vendor notifies the certified person, not your firm. Expiry alerts on configurable lead time, surfaced before lapse.
History Lost when someone renews. Every renewal is a new row. Audit trail intact for vendor tier reviews.
What PartnerView does

The capabilities.

Skills as a queryable matrix.

Proficiency 1 through 5 per person. Years of experience, last-used dates, notes per skill. Cross-attribute search across skill, proficiency, and team.

Certifications as a history.

Every credential issued, every renewal, every expiry on the same record. Current-cert resolution surfaces as badges in the directory. Audit-ready for vendor tier reviews.

Renewal alerts that fire early.

A daily cron surfaces certifications expiring within 60 days into the person's inbox and the manager's dashboard widget. Surfaced before the credential lapses, not after the client calls.

One record per person.

Skills, certifications, profile, allocation, all on the same record. The proposal team, the delivery team, and the partner manager see the same source of truth.

Staffing flow from quote to booking.

Rank candidates by skill, proficiency, availability, and cert-matching with expiry warnings. Hold the seat with a tentative or placeholder booking. Convert quote line items into bookings without re-keying.

Full capability set

Everything in Skills and Certifications.

Skills matrix

Skills as a queryable record, not a hiring-day spreadsheet.

  • Proficiency 1 through 5 per person
  • Per-skill detail: years of experience, last used, notes
  • Skill-based queries (find a monday.com proficiency-4 consultant with healthcare experience)
  • Cross-attribute queries combining skill, proficiency, and team
  • Internal roles summary report at /reports/hr.internal_roles_summary rolls up the skills matrix across the org
  • Titles catalog at /admin/settings/titles maps title to role, maintained separately from access roles

Certifications and credentials

Vendor certifications as a history model, not a single field that gets overwritten.

  • Certification records with credential numbers, issuers, and certification dates
  • History model: every renewal is a new row, prior rows preserved
  • Current-cert resolution surfaces as badges in the people directory
  • Daily cron surfaces certifications expiring within 60 days into the person's inbox and the manager's dashboard widget
  • Audit-ready output for vendor tier reviews

Talent search and proposal

Resource decisions answered by query, not by walking around the room.

  • Find a certified consultant by skill, proficiency, team, and current cert status
  • Combine availability and capability in one screen
  • Profile-level cross-link to deals, projects, and time entries
  • Proposal team sees the same record the delivery team will staff against

Staffing flow

From quote line to booked seat, with the right person ranked first.

  • Candidate ranking by skill, proficiency, and availability for a given role
  • Cert-matching with expiry warnings, so the system flags candidates whose required credential lapses inside the engagement window
  • Tentative bookings to hold a seat while the deal is in flight
  • Placeholder bookings for roles before a specific person is named
  • Quote-to-booking handoff that promotes quoted roles into staffing records without re-keying
Where this lives

How this maps to your workflow.

See your team the way your vendor partner manager does.

Bring your last vendor tier review. We will show you how PartnerView would have answered it.

Get a demo