How Citrinex turned messy training into scalable learning

Citrinex is a business growth and finance consultancy that helps companies streamline operations across finance, administration, and automation. Led by founder Tanya Stephenson, Citrinex often partners with clients to modernise outdated processes and build scalable systems that support growth.

The challenge

When a client approached Citrinex to build internal training, their existing process was far from ideal:

• Training relied on PDF manuals that staff rarely read.
• Senior employees were constantly re-explaining tasks, wasting time.
• Onboarding was inconsistent, leaving new hires with gaps in knowledge.

The team at Citrinex knew the client needed a professional, engaging, and scalable training solution that was easy to update and didn’t require expensive design or development resources.

The search for the right platform

Tanya explored platforms she had used in the past, including Teachable and Rise 360, but found they either lacked some of the functionality she was after, or were too expensive and complex for the use case.

What the team at Citrinex needed was clear:

• Quick setup without technical hurdles
• Professional look and feel without needing a designer
• Scalability for long-term training needs
• Affordability that balanced functionality and price

That’s when Tanya discovered Coassemble.

“I discovered Coassemble while searching for a tool that was quick to set up, simple to use, and looked professional without needing a designer or developer. I’ve used platforms like Teachable and Rise 360, but Coassemble strikes the perfect balance between functionality, pricing and ease of use.”

The solution: turning knowledge into practical training

Citrinex used Coassemble to transform scattered training materials into a structured program of short, interactive modulesthat standardised processes for their client’s team.

Some of Coassemble’s key features the team at Citrinex actively use are:

• Drag-and-drop builder for creating clean, visual lessons quickly
• AI quiz generator to build knowledge checks in minutes
• Multimedia support (audio, video, visuals) to keep content engaging
• Modular structure that turned complex processes into bite-sized, repeatable lessons

“Coassemble made it easy to structure the content into bite-sized lessons, add visuals, and keep everything clear and engaging. The AI quiz generator saved a huge amount of time.”

The results

With Coassemble, Citrinex delivered a centralised training hub that solved their biggest challenges:

• Consistency: Every new hire now gets the same onboarding experience, reducing the risk of errors and gaps in knowledge.
• Time savings: Senior staff no longer waste hours re-explaining routine tasks—freeing them up to focus on higher-value work.
• Scalability: Training can grow alongside the company, with updates made in minutes instead of days.
• Engagement: Teams actually use and revisit the modules, unlike the old PDFs.

These improvements go beyond training, they directly impact the business:

• Faster onboarding cycles mean new hires reach productivity sooner.
• Lower training costs by reducing the reliance on senior staff to manually guide every step.
• Fewer mistakes and less rework thanks to consistent, standardised processes.
• Higher knowledge retention from interactive modules reduces repeat questions and improves day-to-day efficiency.

“Since using Coassemble, our client’s onboarding and training process has become far more consistent and scalable. They’ve cut down the time spent manually walking staff through tasks and now have a central hub their team can revisit anytime.”

What Citrinex achieved for their client isn’t unique, it’s the kind of outcome any business can unlock with the right platform. If your team is stuck with outdated training that wastes time and frustrates staff, Coassemble can help you deliver the same transformation.