The Chartered Institute of Marketing is a professional marketing body. They provide training to marketing professionals and provide an assessment for them for become chartered. This requires two consecutive years Continuing Professional Development (CPD).
They required a process to diagnose at what point in their training any particular user is and guide them to the next stage of learning they need to do. This would be based around a complex competency framework. They also required an actual exam to test users once they were ready to become chartered, centered around the same competency framework. Their existing process had been spread across different systems and involved significant manual input, and as such was very open to administration error.
The first stage was to talk to the various user types (learners, assessors, administrators) so that I could establish the workflows that were needed. Sitting with the users I could establish both their needs from the system as well as their pain points with the existing process.
There was also a large integration aspect to the project, as there were a number of other systems that would feed into our system or receive data from it. This required a technical integration document which I collaborated with our, and the client’s development teams to produce, and also fed into my designs and technical functional descriptions.
I managed to combine the diagnostic and assessment into one tool, to enable consistency in usability and allow for easier updating of framework changes. This significantly reduced the time administrators had to spend on updates and reduced errors, while also providing a single point of training and progress management for the participants.