ERP implementer

Tidewell Heights Implementations · ERP implementer · Wilmington, NC

Rosalind Lindqvist is the project lead at Tidewell Heights Implementations, a Wilmington ERP implementation partner, and she uses this to keep every consultant's onboarding, certifications and client bookings in one place, so nobody is staffed on a rollout with a lapsed certificate.

Software and IT Team and HRChecklists4 tables · 8 views · 1 form · 2 dimension sets · 1 digest · 2 checklists · 1 notification · 1 agent

Use this template

Onboarding board

Consultant files

Paperwork1

Leander Tsosie-MarshLeander Tsosie-MarshTH-122

Systems access0

Sandbox training1

Jasper Ndlovu-KeaneJasper Ndlovu-KeaneTH-112

Shadowing1

Orion PettiboneOrion PettiboneTH-110

Cleared19

Rosalind LindqvistRosalind LindqvistTH-101

Dashiell Okonjo-MarshDashiell Okonjo-MarshTH-102

Marisol Thornquist-AldanaMarisol Thornquist-AldanaTH-103

Evander ProwseEvander ProwseTH-104

Ingrid Valdemar-HoltIngrid Valdemar-HoltTH-105

14 more

Tables

Consultant files

22 sample rows · 15 columns

Each consultant's staff code, practice, onboarding stage, pay rate and the certifications and engagements linked to them.

Consultant	Team record	Staff code	Practice	Status	Onboarding stage	Paperwork complete
Anselm Ryerson	Anselm Ryerson	TH-108	Integration	Billable	Cleared	Yes
Barnaby Fenwick-Nash	Barnaby Fenwick-Nash	TH-118	Delivery management	Billable	Cleared	Yes
Beatrix Kowalczyk-Reid	Beatrix Kowalczyk-Reid	TH-109	Delivery management	Billable	Cleared	Yes
Caspian Adeyemi	Caspian Adeyemi	TH-106	Manufacturing	Billable	Cleared	Yes
Cormac Ilunga-Dahl	Cormac Ilunga-Dahl	TH-120	Data migration	On the bench	Cleared	Yes
Dashiell Okonjo-Marsh	Dashiell Okonjo-Marsh	TH-102	Finance	Billable	Cleared	Yes
Emeka Halvorsen-Black	Emeka Halvorsen-Black	TH-116	Data migration	Billable	Cleared	Yes
Evander Prowse	Evander Prowse	TH-104	Integration	Billable	Cleared	Yes
Ingrid Valdemar-Holt	Ingrid Valdemar-Holt	TH-105	Data migration	Billable	Cleared	Yes
Jasper Ndlovu-Keane	Jasper Ndlovu-Keane	TH-112	Manufacturing	Onboarding	Sandbox training	Yes
Leander Tsosie-Marsh	Leander Tsosie-Marsh	TH-122	Finance	Onboarding	Paperwork	No
Lucinda Farragut	Lucinda Farragut	TH-115	Delivery management	Billable	Cleared	Yes

10 more rows

Certifications

30 sample rows · 9 columns

The vendor module certificates and annual courses each consultant holds, with the day each one lapses.

Certification	Held by	Kind	Certificate number	Issued	Expires	Renewal fee
Caspian Adeyemi, security awareness annual	Caspian Adeyemi	Security awareness annual	TH-C-4111	Sep 21, 2025	Sep 16, 2026	$95
Ingrid Valdemar-Holt, finance module	Ingrid Valdemar-Holt	Finance module	TH-C-4109	Apr 19, 2024	Sep 24, 2026	$495
Soledad Winterbourne, data privacy annual	Soledad Winterbourne	Data privacy annual	TH-C-4124	Sep 1, 2025	Sep 28, 2026	$150
Winifred Castellanos-Ode, security awareness annual	Winifred Castellanos-Ode	Security awareness annual	TH-C-4126	Oct 11, 2025	Oct 11, 2026	$95
Evander Prowse, security awareness annual	Evander Prowse	Security awareness annual	TH-C-4107	Oct 16, 2025	Oct 16, 2026	$95
Perdita Achenbach-Rowe, data privacy annual	Perdita Achenbach-Rowe	Data privacy annual	TH-C-4118	Oct 21, 2025	Oct 21, 2026	$150
Dashiell Okonjo-Marsh, security awareness annual	Dashiell Okonjo-Marsh	Security awareness annual	TH-C-4103	Oct 31, 2025	Oct 31, 2026	$95
Tobias Wennerholt-Pryce, security awareness annual	Tobias Wennerholt-Pryce	Security awareness annual	TH-C-4128	Nov 10, 2025	Nov 5, 2026	$95
Rosalind Lindqvist, security awareness annual	Rosalind Lindqvist	Security awareness annual	TH-C-4101	Nov 10, 2025	Nov 10, 2026	$95
Beatrix Kowalczyk-Reid, security awareness annual	Beatrix Kowalczyk-Reid	Security awareness annual	TH-C-4116	Nov 10, 2025	Nov 13, 2026	$95
Anselm Ryerson, cloud integration	Anselm Ryerson	Cloud integration	TH-C-4113	Feb 13, 2025	Nov 15, 2026	$300
Barnaby Fenwick-Nash, cloud integration	Barnaby Fenwick-Nash	Cloud integration	TH-C-4123	Nov 5, 2024	Nov 25, 2026	$300

18 more rows

Engagements

29 sample rows · 8 columns

Who is booked on which client rollout, in which phase, for how many hours a week.

Booking	Consultant	Client rollout	Phase	Starts	Ends	Hours per week
Rosalind on Orchard Lane Foods, discovery	Rosalind Lindqvist	Orchard Lane Foods	Discovery	Apr 19, 2026	Jun 8, 2026	20
Marisol on Brindlewood Medical Supply, discovery	Marisol Thornquist-Aldana	Brindlewood Medical Supply	Discovery	May 9, 2026	Jul 3, 2026	24
Evander on Calloway Marine Parts, build	Evander Prowse	Calloway Marine Parts	Build	May 29, 2026	Aug 27, 2026	30
Dashiell on Orchard Lane Foods, build	Dashiell Okonjo-Marsh	Orchard Lane Foods	Build	Jun 8, 2026	Sep 6, 2026	32
Tobias on Sable Ridge Equipment, discovery	Tobias Wennerholt-Pryce	Sable Ridge Equipment	Discovery	Jun 18, 2026	Aug 22, 2026	20
Caspian on Calloway Marine Parts, testing	Caspian Adeyemi	Calloway Marine Parts	Testing	Jun 28, 2026	Sep 6, 2026	28
Ingrid on Ketterman Plastics, build	Ingrid Valdemar-Holt	Ketterman Plastics	Build	Jul 8, 2026	Sep 16, 2026	30
Rosalind on Harlow Brothers Distribution, build	Rosalind Lindqvist	Harlow Brothers Distribution	Build	Aug 7, 2026	Nov 25, 2026	12
Dashiell on Harlow Brothers Distribution, build	Dashiell Okonjo-Marsh	Harlow Brothers Distribution	Build	Aug 7, 2026	Nov 25, 2026	30
Tobias on Harlow Brothers Distribution, build	Tobias Wennerholt-Pryce	Harlow Brothers Distribution	Build	Aug 22, 2026	Nov 25, 2026	28
Evander on Sable Ridge Equipment, build	Evander Prowse	Sable Ridge Equipment	Build	Aug 27, 2026	Nov 20, 2026	32
Barnaby on Orchard Lane Foods, testing	Barnaby Fenwick-Nash	Orchard Lane Foods	Testing	Sep 1, 2026	Oct 18, 2026	32

17 more rows

Also included

Consultant onboardingChecklist
Certification renewalChecklist
Monday renewalsDigest
Certification lapsedNotificationTells the practice coordinator when a certificate flips to expired.

App studioPinecrest Harbor Apps4 tables · 7 views · 1 form · 1 dashboard · 1 checklist · 1 notification · 1 agentGoverned columns

Data consultancyThornhollow Fields Data5 tables · 7 views · 2 forms · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentGoverned columns

Hosting providerHazelmere Bend Hosting4 tables · 5 views · 1 form · 1 dimension set · 1 portal · 1 digest · 1 notification · 1 agentClient portals

App studioFlintridge Hollow Apps4 tables · 5 views · 1 form · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentImports

App studioSilverbirch Corners Apps4 tables · 6 views · 1 form · 3 dimension sets · 1 dashboard · 1 digest · 1 document · 1 notification · 1 agentDocuments and e-sign

Computer repair shopSaltmeadow Fields Computer Repair3 tables · 4 views · 1 form · 1 dimension set · 2 drill-downs · 1 digest · 1 notification · 1 agentDrill-down

Noor Bellweather, product lead	Product lead	Full time
Anneliese Torvaldsen, studio manager	Studio manager	Full time
Matteo Okonjo-Rask, engineer	Engineer	Full time
Saffron Eldridge-Wu, engineer	Engineer	Full time

Anselmo: dashboard build, Brightwater Orthopedics	Brightwater Orthopedics	—
Anselmo: data quality audit, Cobalt Ridge Solar	Cobalt Ridge Solar	—
Anselmo: pipeline rebuild, Larkspur Freight Group	Larkspur Freight Group	—
Thandeka: data quality audit, Hollis Creek Credit Union	Hollis Creek Credit Union	—

OC-4101	Primary	Daytime
OC-4102	Backup	Overnight
OC-4103	Escalation	Evening
OC-4104	Primary	Evening

USB-C cable, 1 metre, braided	FH-1001	Cables and chargers
USB-C to Lightning cable, 1 metre	FH-1002	Cables and chargers
65-watt wall charger, dual port	FH-1003	Cables and chargers
Tablet charger, 30-watt	FH-1004	Cables and chargers

SC-2601	Ferry Tracker 2.1 release	Release
SC-2602	Ferry Tracker 2.2 release	Release
SC-2603	Ferry Tracker support, spring	Maintenance retainer
SC-2604	Ferry Tracker 2.3 release	Release

SF-26-101	Cracked screen on a 15-inch laptop	Screen replacement
SF-26-102	Pop-ups and a hijacked browser	Virus and malware cleanup
SF-26-103	Photos lost after a failed drive	Data recovery
SF-26-104	Add memory and a solid-state drive	Hardware upgrade

Onboarding board

Tables

Consultant files

Certifications

Engagements

Also included

Related templates