An LMS for consulting firms and professional services teams
MyPass LMS helps consulting and professional services firms roll out a methodology so it is actually used, onboard new consultants the same way every time, and know who is certified in what. Your existing decks and frameworks become courses, and client training can run on the same platform.
- Methodology rollouts with a path and a certification exam
- Case exercises graded by partners and senior reviewers
- Who is certified in what, by practice and role
- Client training under your brand, free or paid
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Building training and certification software since 2010 · Bethesda, Maryland · 130+ organizations in 11 countries
A methodology launched at the offsite fades by the next engagement
Most firms roll out a new approach with a deck, a recorded call and a folder on the shared drive. Some teams adopt it, some do not, and nobody can say who has really learned it.
Training by deck and recording
- ✕The method lives in a slide deck people skim once
- ✕Training counts as done when someone attends the call
- ✕Practice leads track certifications in their own spreadsheets
- ✕Client workshops are rebuilt from scratch each time
Training on MyPass LMS
- ✓A path with prerequisites ending in a certification exam
- ✓Case exercises graded against a rubric by reviewers
- ✓One report of certifications by consultant and practice
- ✓Client programs in their own groups, ready to reuse
Roll out the method once, and know who has learned it
Sequence short modules, a case exercise and a live review into a path, with prerequisites so the exam waits until the groundwork is done. Assign it by practice, level or office and track progress from one dashboard.
- Learning paths with prerequisites and due dates
- Auto-enrollment by practice, level or office
- Live reviews on Zoom or Microsoft Teams, attendance recorded
Assess judgment the way a partner would
Multiple-choice questions check recall. Consulting work needs judgment, so add essay questions built around realistic client situations and have partners or senior managers grade them in MyPass against your rubric.
- Essay questions with reviewer grading
- Question banks and timed exams for certification
- Certificates issued automatically when a consultant passes
Staff engagements from data, not from memory
See who holds which certification, by practice, level and office, with expiry dates. Skills and Competencies (beta) adds skill libraries and proficiency levels for each role. Export the list to Excel for the staffing team.
- Reports by consultant, practice, certification or date
- Skills and Competencies (beta) with proficiency levels
- Continuing education tracking in the Compliance Hub
| Consultant | Practice | Status |
|---|---|---|
| E. Walsh | Supply chain | Certified |
| R. Banerjee | Data and analytics | In progress |
| C. Moreau | Change management | Certified |
| T. Adeyemi | Supply chain | Expiring Jan 2027 |
Train your clients on the same platform
Run client programs in their own groups, separate from internal training, with your firm's logo and colors. Include the training in an engagement or sell it as a course through Stripe, with no MyPass commission.
- Separate groups so clients see only their program
- White-label branding, with your own domain on Private Hosting
- Stripe checkout when you charge for training
From slide deck to certification in one cycle
Gather what you have
Collect the method deck, templates and a few anonymized client examples. The AI course builder turns them into draft modules with quiz questions.
Build the path and exam
Add a case exercise, a live review and a certification exam, then set who it applies to.
Launch with one practice
Roll out to one practice first, refine the case exercise from reviewer feedback, then extend firm-wide.
Works with the tools your firm already uses
MyPass compared with a shared drive and recorded calls
| MyPass LMS | Shared drive, recordings and spreadsheets | |
|---|---|---|
| Rolling out a new method | Path with prerequisites and a certification exam | Deck emailed after the offsite |
| Assessing judgment | Essay case exercises graded by reviewers | Attendance taken as completion |
| Knowing who is certified | One report by consultant and practice | Spreadsheets kept by each practice lead |
| Training clients | Separate client groups, your branding, Stripe if you charge | Workshops rebuilt for each client |
Consulting firm questions, answered
What should a consulting firm look for in an LMS?
Look for learning paths that end in a real assessment, essay questions that reviewers can grade, reports of certifications by practice, and a way to reuse the material you already have. If you train clients, you also want separate groups and your own branding.
Can we turn our existing decks and frameworks into courses?
Yes. The AI course builder takes a PDF, slide deck or video and drafts a course with quiz questions for you to edit. You can also upload SCORM courses built in any authoring tool. See the AI capabilities page for how it works.
Can partners grade case exercises?
Yes. Add essay questions built around a client situation to an assessment, and partners or senior managers grade the answers in MyPass. Multiple-choice sections are scored automatically, and a certificate issues automatically once the consultant passes the whole assessment.
Can we track continuing education for our professionals?
Yes. The Compliance Hub shows CE compliance by program and flags requirements before they expire, and certificates carry expiry dates with renewal reminders. Check your licensing or professional body's rules for what counts toward credit before you assign credit values to courses.
Will it work for consultants who are always traveling?
The learner experience is mobile-friendly, so consultants can work through short modules on a phone between client meetings. Live reviews can run on Zoom or Microsoft Teams with attendance recorded, so nobody has to be in the office.
Can we run training for our clients on the same platform?
Yes. Put each client in its own group so they see only their program. Your firm's branding appears on the portal and certificates, and you can sell courses through Stripe or include training as part of an engagement.
More for professional services firms
Turn your method deck into a certification
Start a free hosted trial and build your first methodology path today, or book a 30-minute demo and we will set up a case exercise with you.
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