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Pharmacy Technician Certification Board (PTCB): Momentive Software Certification Case Study

"Working with Cobalt for over a decade has been a truly collaborative experience. Their ability to continuously customize and improve our system to meet our specific needs has made a significant impact on our operations. From seamless data integration to innovative product bundling, Cobalt’s solutions have empowered us to better serve our credentialing candidates and stakeholders."
Jasamine Riel
Certification Products Manager
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Challenge & Solution

Over the years, PTCB’s business challenges have evolved significantly. Initially, they faced issues with handling high volumes of traffic during limited renewal windows, causing strain on both their systems and staff. It became clear that they needed a robust solution to manage these traffic spikes while maintaining smooth operations.   

Additionally, the credentialing process for pharmacy technicians differs from most other credential markets. Besides individual candidates, PTCB also needed to cater to large employers who sponsor their employees’ credentials. This unique requirement called for functionality that could efficiently handle high-volume credentials awarded to individuals yet funded by employers.  

Results

Through this decade-long partnership, PTCB and Cobalt have successfully streamlined many aspects of the credential management process. Engagement Dynamics empowered PTCB with:   

  • Scalable Traffic Management: System enhancements that enabled PTCB to handle high-traffic spikes during exam and renewal windows, ensuring a smooth experience for staff and certification candidates.   
  • Bundled Product Functionality: A custom enhancement that allowed PTCB to offer more relevant and strategic product recommendations during the purchasing process, leading to improved customer satisfaction and increased sales opportunities.   
  • Employer-Focused Features: Functionality designed to facilitate easy interactions between PTCB, credential candidates, and their employers, ensuring that large-scale credentials can be managed seamlessly.   
  • Seamless Integration with Testing Vendors and Badging Solutions: Integration with platforms like Pearson VUE and Credly, eliminating the need for manual test result imports and costly external integrations.   
  • Continuous Improvements: A close, ongoing collaboration between PTCB’s tech-savvy team and Cobalt ensures that the platform continuously evolves with new features and integrations to support PTCB’s mission and strategic goals.   

Cobalt’s flexibility with customizations, paired with the robust capabilities of Dynamics 365, has made PTCB’s credentialing processes more efficient and adaptable. This long-standing partnership highlights Cobalt’s dedication to evolving the system to align with PTCB’s needs, allowing them to focus on their mission of advancing medication safety through credentialing pharmacy technicians.  

About Momentive Software   

Momentive Software amplifies the impact of over 30,000 purpose-driven organizations in over 30 countries. Mission–driven organizations and associations rely on the company’s cloud-based software and services to solve their most critical challenges: engage the people they serve, simplify operations, and grow revenue.  

Built with reliability at the core and strategically focused on events, careers, fundraising, financials, and operations, our solutions suite is bound by a common purpose to serve the organizations that make our communities a better place to live. 

About the organization

Pharmacy Technician Certification Board (PTCB)

The Pharmacy Technician Certification Board (PTCB) advances medication safety by credentialing pharmacy technicians who are qualified to support pharmacists and patient care teams in all practice settings. There are over 300,000 active Certified Pharmacy Technicians (CPhTs), and their certificates can often be found proudly displayed in their pharmacies. This visible mark of patient care and safety reflects the high value placed on PTCB credentials across the industry. PTCB has been a Cobalt customer for over 10 years, using the Cobalt Engagement Dynamics platform to manage its highly customized credentialing management process.    

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New integrated website

Built-in online community

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