Commercializing expertise through automated assessment services

Executive summary

I helped a professional training and consulting company translate its expertise in project management, program management, and agile project management into three paid assessment services.

I partnered with subject-matter experts on diagnostic content, led the selection and deployment of an external assessment platform, and designed an automated workflow connecting responses, scoring, and training recommendations.

The offerings became part of the company’s core service catalog, giving clients a structured basis for training decisions and creating opportunities for focused instruction, individual support, and further assessments.

The challenge

The company’s strength was its expertise in project management, program management, and agile. But clients deciding what training to buy had little structured evidence about where their real gaps were. Choosing training was largely a matter of judgment, and the company’s diagnostic know-how wasn’t something a client could buy on its own.

My role and scope

I helped develop three paid assessment offerings, one each for project management, program management, and agile. I partnered with the subject-matter experts who owned the content, led identification and deployment of an external assessment tool, and designed the workflow that connected client responses to scoring and to automated training recommendations.

Decisions and operating mechanisms

Content owned by experts, structured for scoring. Subject-matter experts defined what good practice looked like in each discipline. My job was to help turn that expertise into diagnostic content that could be scored consistently.

Buy, not build, for the assessment platform. I led identification and deployment of an external assessment tool instead of building one. That let the team focus on content and workflow, the parts that set the offering apart.

An automated path from response to recommendation. I designed the workflow so a client’s responses flowed into scoring, and scoring flowed into specific training recommendations. Each assessment ended with a clear next step.

A commercial loop, not a one-time test. Because each assessment pointed to specific learning needs, it opened natural follow-on options: focused instruction, individual support, and repeat assessments to measure progress across disciplines.

Outcomes

Three paid diagnostic offerings, adopted into the company’s core catalog of services.
Better-informed training selection and greater client confidence, because recommendations were tied to each client’s own results.
New openings for focused instruction, individual support, and repeat assessments across disciplines.

These outcomes describe how the offerings worked commercially and what they changed for clients. I don’t have verified sales or conversion figures to report.