Trust
Adoption
Revenue
Governance
What’s Included?
Certification & Licensing: blueprinting, item banks, proctoring, psychometrics-ready reports
Standards ethics: BOK-anchored methods, safety rules, change governance
Registry & APIs: public/partner verification, license/privilege checks, revocation status
Partner program: tier criteria mapped to credentials; points/privileges and storefront
Member/learner CRM: tiers, payments, renewals, CE tracking, badging, directories
How it works?
Step 1: Codify the domain (BOK): Features, workflows, guardrails, and ethics.
Step 2: Design credentials: Role/level matrices,
item banks, delivery & proctoring.
Step 3: Standards & licensing: License classes,
privileges, renewal & CE/CPD.
Step 4: Publish registries: Verification directory,
partner tiers, license-check APIs.
Step 5: Launch programs: Customer/partner
academies, community, and events.
Step 6: Measure & monetize: Pass rates,
adoption/expansion, renewal revenue, partner
capacity.
Clarity
Capability
Control
Impact
What’s Included?
AI strategy & roadmap: objectives, initiatives,
owners, budgets, milestones
AI training management: role academies, exams,
credentials; CE for ongoing change
AI tactical plans: playbooks/templates tied to BOK
and risk posture
Software inventory: approved AI tools, risk & usage classifications
Model registry: model cards, data lineage,
approvals, performance/monitoring hooks
Governed domain agents: advisor, pathway,
assessment, and workflow agents aligned to BOK
Reporting: capability coverage, credential
velocity, adherence, value-time saved
How it works?
Step 1: Map your domain (BOK): Roles,
processes, controls, and ethics.
Step 2: Plan & fund: Strategy ledger with
owners, budgets, milestones.
Step 3: Build role programs: Skills → paths →
assessments → credentials.
Step 4: Register AI: Model cards, software inventory, approvals & guardrails.
Step 5: Deploy agents: Policy-aligned assistance inside daily workflows.
Step 6: Monitor outcomes: Adoption, proficiency, adherence, time saved; iterate.
Core Spaces
Built-in CRM
AI Body of Knowledge
Domain-specific Agents
Registries & APIs
Inventories
Identity & access
Single sign-on, automatic
user sync, and role-based
permissions for every
audience.
Data & environments
Dedicated or private cloud
options with data‑boundary
controls.
Governance & auditing
Approvals, versioning,
lineage, and audit logs
keep every change
controlled and traceable.
Integrations
Connect your LMS/LXP,
finance, product telemetry, and data stack
via clean APIs.
Support
Onboarding, success
management, and enterprise
support.
Security & Privacy
Protect data with
enterprise-grade security,
access controls, & audit-ready
compliance
How formal is the accreditation?
Accreditation includes defined
standards and ethics,
proctored exams, CE/CPD
renewals, a public registry
with revocation, and
psychometrics-ready
reporting.
We already have AI tools – can we register them?
Yes – use the model registry
and software inventory to
track lineage, owners, risk
class, approvals, and
monitoring in one place.
How do license verifications work in product?
Each certification and
transcript has a secure
ShareMax verification page;
revocations and renewals
update instantly.
Can we use ShareMax to develop AI tools for our company?
Yes – build BOK-trained
agents, workflow copilots,
credentialing,
governance/verification
tools, model & software
registries, and more.
Can we start with accreditation only (or AI hub only) or both?
ShareMax can be used for
accreditation or as an AI
Hub or for both; whatever
your company needs.
How do I start?
