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Continuing Education Accreditation Platform
A platform that gives a professional association one place to approve courses, award credit hours and prove what members completed.
Business goals
The client is a professional association whose members must keep up continuing education to stay licensed. Members needed a clear way to find courses and show the hours they had earned. The association's small staff needed a way to manage courses, approve credit and answer verification questions, without chasing paper sign-in sheets or re-entering records from one list into another each time a course ended.
Project overview
Hexagon built the continuing education accreditation platform for this professional association. Staff can set up courses, assign approved credit hours and record attendance or online completion. Members get a personal record of their CE hours and can download certificates. A staff console handles corrections and reporting, which gives the association a single record of who took what, when and for how much credit.
Challenges faced and solved
For a licensed professional, a missing CE record becomes a problem at the worst moment: renewal time.
Credit records in too many places
Course rosters, sign-in sheets and emailed certificates rarely agree. When a member asks how many hours they have earned, staff end up piecing together an answer from several sources.
We centralized CE activity into one record per member, with each entry tied to a course, a date and an approved credit value.
Renewal deadlines catch members out
Licensing cycles come with hour requirements, and many members only check their standing near the deadline. Finding out late about missing hours leaves them few options.
We gave members a personal CE record they can check anytime, showing completed courses and credit hours earned to date.
Not every course earns the same credit
Live lectures, hands-on sessions and online courses can carry different hours and categories. Applying those rules by hand invites mistakes that a licensing board might later question.
We made credit type and hours part of each course setup, so awards follow the course definition instead of a staff member's memory.
Small staff, big workload
Association teams are often lean, and CE sits alongside events, advocacy and member services. Issuing certificates one at a time eats days that nobody really has.
We automated certificate creation on course completion and added a console where staff can search, correct records and export reports when needed.
Features
| Feature | Description |
|---|---|
| Members | |
| 1. Member Login | Each member signs in to a personal account, so CE history stays attached to the right person. |
| 2. Course Catalog | Members can see available courses with their format, date and approved hours. |
| 3. Course Enrollment | Members sign up for a course online, which gives staff an accurate roster ahead of time. |
| 4. Personal CE Record | A running list shows each completed course and its credit hours, so members can check their standing before renewal. |
| 5. Certificate Downloads | Certificates can be downloaded on completion, ready to keep for a licensing audit. |
| 6. Online Course Completion | Courses taken online record completion against the member's account. |
| 7. CE Requirement Guidance | Guidance on requirements sits beside the catalog, so members can plan their hours. |
| Association staff | |
| 8. Course Setup | Staff create a course with its title, instructor, format, date and credit values. |
| 9. Credit Rules by Course | Hours and credit categories are defined once per course and applied to everyone who completes it. |
| 10. Course Approval Workflow | Submitted courses move through review with a recorded status, so it is clear what's approved for credit. |
| 11. Attendance Recording | Staff mark or import attendance for in-person sessions, replacing a stack of sign-in sheets. |
| 12. Record Corrections | Staff can fix an entry for a member while keeping a note of the change. |
| 13. Non-Member Records | Practice staff and non-members can be handled alongside members, since they may also attend courses. |
| Reporting and verification | |
| 14. Member Transcript | Staff can produce one member's CE history on request, which answers verification questions in minutes. |
| 15. Course Rosters | Each course shows who enrolled and who completed it, useful to both staff and instructors. |
| 16. Credit Reports and Exports | Hours can be summarized by course or date range and exported for the association's records. |
| 17. Change History | Changes to credit records are logged, because these records may have to stand up to an outside question. |
How the platform is put together
Each layer has one job.
The result
The association now has a single system for courses, credit hours and certificates, and members can see their own CE record.
| Area | Before | After |
|---|---|---|
| CE records | Rosters and sign-in sheets kept separately | One record per member, tied to each course |
| Certificates | Prepared individually by staff | Generated when a course is completed |
| Credit rules | Applied by hand | Set once in the course definition |
| Verification requests | Staff assembling answers from several sources | A member transcript on request |
How we took it from idea to launch
Good software follows a process. Here are the six stages, and what happens in each one.
Discovery & Requirements
Goal: Define the product vision, target audience and core business requirements.
Key activities- Stakeholder interviews
- Market and competitor research
- Defining user personas
- Drafting technical specifications or a Product Requirements Document (PRD)
Design (UX / UI)
Goal: Create an intuitive user experience and visual interface.
Key activities- UX design: information architecture, user flows and wireframes
- UI design: high-fidelity mockups and interactive prototypes in Figma or similar tools
- Design system: colors, typography and component libraries
Development: Frontend & Backend
Goal: Build the functional application using agile sprints.
Key activities- Backend: set up databases, design APIs (REST, GraphQL), implement server logic, and configure authentication and authorization (OAuth, RBAC)
- Frontend: build responsive interfaces and connect components to backend APIs
- Version control: manage code through Git and GitHub
Security & Optimization
Goal: Harden the application against vulnerabilities and boost performance.
Key activities- Security: address the OWASP Top 10, including injection, XSS and CSRF, enforce encryption in transit and at rest, and implement rate limiting
- Optimization: code splitting and lazy loading, database indexing, API caching and load testing
- QA and testing: unit, integration and end-to-end tests
Beta Release
Goal: Deploy to a controlled group of real users to catch edge-case bugs and gather feedback.
Key activities- Set up staging and production CI/CD pipelines
- Launch a closed or open beta with real users
- Monitor errors through observability tools
Public Release (Launch)
Goal: Roll the software out to the general public.
Key activities- Final production deployment
- DNS configuration
- Marketing and onboarding rollout
- Post-launch performance and security monitoring
Business benefits
Automated certificates and central records free time for other member services.
Members can see their hours well before a deadline.
Credit rules and a change history make it easier to answer outside questions.
Easy access to CE records gives members another reason to belong.
Conclusion
Continuing education matters to a professional association because it matters to every licensed member's career. The difficulty lies in the record keeping: courses, hours, categories, certificates and questions that arrive years later. Hexagon built this platform so that one small staff could manage all of it from a single place, and members could look after their own records. If your association is still reconciling sign-in sheets by hand, we would be happy to talk about what a better setup looks like.
Talk to us about your projectRelated services: learning management systems · custom software development
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