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Work
with
with
Financial Modeling Institute
Web Dev
Custom digital platform for a digital accreditation process
Year
2019
Industries
Finance
Professional Services
Deliverables
Custom Development
Project Overview
Financial Modeling Institute (FMI) needed an coding solution to transition their in-person exams to an online platform due to the COVID-19 pandemic.
The goal was to create a seamless online experience 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 100% in-person exams to an online format presented a unique challenge. FMI required a comprehensive technical solution that integrated multiple platforms to provide a smooth user experience and maintain the high standards of their certification process.
Solution
A new digital product
We developed a robust e-commerce website that enabled users to select and purchase exams with custom automation and purchase flows for each level of accreditation. The 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 but still within the shopping process. new e-commerce solution enabled FMI to successfully transition to an online exam format, ensuring business continuity during the COVID-19 pandemic.
