Knopman Marks

How do you upgrade a massively complex learning management system when school’s always in session?

The Challenge

Financial training company Knopman Marks had been delivering the best pass rates in the industry for years but they were held back by their rapidly-aging tech stack. Their e-commerce operations, learning management, back-end data, and operational functions were becoming unwieldy.

With big industry changes on the way and an increasing focus on online learning, Knopman Marks knew the future of their business was going to require a new platform, but they didn’t know exactly how to get there.

We proposed ripping off their old Band-Aids and starting fresh. The upside of building something brand new? You can craft just what you need to solve the problems at hand.

Holistic Strategy for a Whole Suite of Products

We unified multiple departments, offerings, and siloed products in order to better manage them in one central location.

Our product roadmap laid out a clear plan of attack that would tie their independent properties together as well as save their team valuable time scaling in the long run.

Scalable, Flexible Platform

We designed a custom ecommerce experience and student training center to highlight their incredibly-effective teaching style and course offerings.

Plus, their new backend portal now leveraged best-in-class third party tools with custom workflows that would give them the flexibility to scale alongside their business.

Seamless Rollout

High fidelity design comps, clickable prototypes, and smart communication allowed us to launch the MVP without disrupting class.

We collaborated with KM to determine launch dates, onboarding for instructors, and a simple and effective marketing plan that would effectively communicate changes to new users. Finally, we supported the launch with our on-site team members to ensure we could make quick updates during the crucial first few hours.

Collectively, our new platform ensured the Knopman Marks digital experience now matched their industry-leading pass rates.


Students Migrated

High Fidelity Design Screens


Hours of development

We told Knopman Marks to dream big. And that’s exactly what they did. (We eventually named their backend platform after this dream, but that’s another story.) The result was new tools, a better learning experience for students, a smarter LMS for admins, a streamlined ecommerce offering, and a business operations platform that has the space and agility to grow as the industry changes.

Liza Streiff

Knopman Marks

"Coalesce became part of our Knopman Marks family and made us believe in developers again. It was a pleasure working with them”