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Work
with
with
Financial Modeling Institute
E-Commerce
Custom Ecommerce Solution
Year
2022
Industries
Finance
Technology
Deliverables
Ecommerce Website Design
Project Overview
FMI needed an e-commerce solution to transition their in-person exams to an online platform due to the COVID-19 pandemic.
The project involved developing a platform that allowed users to select and purchase exams, access learning materials, join community and learning management systems, and handle payment processing.
Opportunity
The sudden need to shift from in-person to online exams required integrating multiple platforms (Moodle, WooCommerce, WordPress, HubSpot, Edwiser Bridge, Mighty Networks) into a single technical solution.
Challenge
Our solution integrated Woocommerce for shop/payment management, Mighty Networks for community management and learning management system (LMS), Moodle for exam delivery and management, Stripe for secure payment processing, and HubSpot for CRM synchronization to manage customer relationships and communications. Each accreditation had its own custom purchase flow and post purchase automations. We also extended WooCommerce with substantial custom cart functionality to move the capture of specialized information to after payment processing within the shopping process.
Solution
The new e-commerce solution enabled FMI to successfully transition to an online exam format, ensuring business continuity during the COVID-19 pandemic.
We developed a comprehensive e-commerce website that allowed users to easily select and purchase exams, complete with custom automation and tailored purchase flows for each level of accreditation. The integrated platform ensured a seamless user experience from purchase to exam completion, upholding the quality and integrity of FMI's certification process. Additionally, the solution boosted FMI’s operational efficiency by automating key processes and enhancing customer relationship management.
