1629 K St NW #300
Washington DC 20006
Call Us Now
703.957.9525

Inquire Now

AFP CORPORATE TRAINING SKILLS ASSESSMENT
Visit Website
app

About Project

AFP established and administers the Certified Treasury Professional and Certified Corporate FP&A Professional credentials, which set standards of excellence in finance.

This project was for their sales team to upgrade from manual work to automatic tool usage, which helps them to collect assessment and feedback from their clients and also to the assessment analysation and report generations. Based on the tool, sales persons are approaching different organisations to show their skill gaps with course recommendations and market trends statistics.

Features

  • Assessment with randomisation
  • Scores with graphical representations
  • Report generation and gap analysis
  • Administration of tool
  • Dynamic configurations
  • Dynamic email templates
  • Users and role management
  • Owner based user analysis
  • Profile management
  • Dashboard view
  • Audit and error log generation

Problems

  • Manual strategic and sales work for approaching clients
  • Paper based work for gap analysis
  • excel report generation and course recommendations

Solutions

  • Automated assessment and feedback collections
  • Dynamic report generations
  • Automated course recommendations and market trends statistics
  • User, roles & permissions, profile management