Customizable eLearning and Development Platform
About the company
Metz & Associates is a top audit and accounting firm with offices in Phoenix, Milwaukee, and New York. Known for its innovative approach to integrating technology into financial services, Metz provides tax, accounting, and retirement plan audit solutions. With a growing team across the U.S. and international locations like the Philippines and South Africa, Metz continues to push the boundaries of efficiency and security in the industry.
The challenge
Metz needed a fully customizable eLearning platform that met the high-security standards required by an auditing firm. Off-the-shelf solutions only covered 60% of their needs, making it necessary to develop a tailored system that could:
- Ensure scalability and high security for a global team.
- Centralize training processes with customizable assessments and certificate management.
- Offer a user-friendly experience while integrating robust back-office functionalities for performance tracking.
The solution
We worked closely with Metz to create a custom-built eLearning platform that meets their specific needs, leveraging a combination of advanced technologies to deliver a scalable and secure solution. The platform was designed to provide users across multiple countries with consistent access to training materials through a centralized system. Some of the key features included:
- Interactive evaluation tools that integrate quizzes within video content.
- A back-office dashboard for real-time tracking, reporting, and compliance monitoring.
- Advanced certificate management, allowing users to store and track internal and external certifications efficiently.
The results
100% alignment with Metz’s training needs, replacing outdated systems.
Scalable, secure infrastructure meeting auditing industry compliance standards.
Enhanced user engagement through interactive tools and real-time assessments.
Customizable dashboards and analytics for real-time progress tracking.
Automated compliance reporting to keep departments informed.
Tech Stack
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Listen to what our clients have to say
Travis P. Jack, Managing Member, and Warren Schmidenberg, IT Director at Metz, sat down for an exclusive interview to discuss how our tailored solution transformed their operations. Watch the full interview here.
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