Contextual diagnostic intake
Learners select a path and provide role, experience and practical context before completing every required assessment question.
Case study
Dexstormdexstorm.com ↗
An assessment that carries its evidence into the next action.
Learner context, diagnostic scoring, skill-gap interpretation, course recommendations, CRM segmentation and engagement signals move through one assessment-led journey.
3live assessment paths
36HR Excel segments
6engagement event types
3recommendations per result
The operating problem
A score without context is a dead end.
The challenge
The platform needed to produce a repeatable diagnostic result for the learner while carrying the same evidence into CRM so follow-up teams did not receive a context-free lead.
The design question
How do you turn answers into an explainable recommendation, preserve the evidence behind it, and make the next action useful for both the learner and the team?
The connected operating journey
The learner result and the CRM context come from the same evidence.
01ContextRole, experience and need
→02AssessRequired skills questions
→03InterpretLevel, urgency and gaps
→04RecommendFocused next learning move
→05CRMSegment and lead ownership
→06Follow upEngagement-informed context
What the system connects
Score consistently, explain the result and preserve the evidence.
Rule-based interpretation
The engine derives technical and urgency scores, skill level, gap codes and recommendation text using the selected assessment definition.
CRM segmentation and routing
Every submission creates an Odoo CRM lead with the diagnostic context. HR Excel results can match configured segments and route to a segment owner.
Assessment-led recommendations
The result uses diagnosed gaps to surface relevant learning destinations and practical next steps rather than ending with a score.
Engagement joined to the lead
Permitted site and email engagement signals can enrich the CRM record with evidence of what the person actually explored.
Management context
Assessment source, path, urgency, skill level, gaps, segment and engagement measures are visible on the lead for structured follow-up.
What changed
Less context loss. The next action starts with the same evidence as the assessment.
The platform needed to produce a repeatable diagnostic result for the learner while carrying the same evidence into CRM so follow-up teams did not receive a context-free lead.
The assessment result and the commercial or learner-support handoff now share the same diagnostic record instead of becoming two disconnected experiences.
The assessment is valuable because the interpretation survives the handoff into the business.
Assessment workflow review
If assessments create leads without context, show us what should happen after the result.
We will map how answers become a recommendation, what evidence should be retained and how that context should carry into follow-up.