Happmobi Case Studies: International Trade Training

Sertrading standardizes international trade training with Happmobi's LMS LXP platform

Sertrading: a giant of Brazilian international trade

With over two decades of history and headquarters in São Paulo, Sertrading is today one of Brazil’s leading international trade companies. The company offers a complete service portfolio — including logistics planning, financial structuring, tax organization, customs management, and proprietary technology solutions — serving clients across sectors such as pharmaceutical, petrochemical, technology, energy, and automotive.

Recognized as one of Brazil’s largest trading companies, Sertrading operates across 16 economic segments and moves tens of billions of reais in operations annually — connecting clients across industries and international markets.

In 2024, the company was acquired by BTG Pactual, Latin America’s largest investment bank — a move that reinforces Sertrading’s expansion potential and strategic relevance in the Brazilian international trade ecosystem.

Behind these results lies a permanent challenge: developing and continuously updating a team of highly specialized professionals in an environment where regulations, customs rules, and procedures change frequently.

The challenge: training international trade specialists at scale

Sertrading’s business depends on deep, constantly changing technical knowledge. Legislative changes, new customs rules, special tax regimes, integration with government systems and proprietary technology solutions demand continuous learning.

Before the partnership with Happmobi, much of this knowledge circulated through:

in-person or remote training,
materials scattered across presentations, documents and emails,
informal handoffs from specialists to new employees.

This model could bring challenges such as:

Difficulty standardizing: teams in different units could receive different explanations about critical processes.
Little traceability: it was complex to quickly prove who had been trained on each topic.
Slow onboarding: bringing in new employees depended on the availability of specialists to train them.
Operational risk: any failure of understanding could generate rework, additional costs or problems with regulatory bodies.

The question hanging in the air was:
How can all this knowledge be turned into a structured, continuous and measurable learning experience, without stalling operations?

From the meeting room to the digital portal: the turning point with Happmobi

To respond to this challenge, Sertrading decided to implement Happmobi’s LMS LXP platform as the foundation of its corporate learning strategy.

The goal was to create a single environment that would:

bring together critical content on international trade, compliance and processes,
deliver personalized learning paths according to role,
allow results to be tracked in real time,
and make learning part of the workflow.

In partnership with Happmobi and the technical areas, the People & Management team can build learning journeys such as:

International Trade Fundamentals: essential concepts for those joining the operation, from Incoterms to special regimes and customs clearance stages.
Compliance and Risk: internal policies, integrity, controls, LGPD (Brazil’s data protection law), fraud prevention and regulatory obligations.
Sertrading Solutions: products and services offered, competitive differentiators, use of its own digital platform and integrations with clients.
Corporate onboarding: company history, culture, values, the new context with BTG Pactual, code of conduct and vision for the future.
Leadership and customer service: learning paths aimed at managers, team leaders and professionals who handle strategic client relationships.

Technology in support of knowledge management

With Happmobi, Sertrading came to have:

Learning paths segmented by area and role, ensuring the content fits the day-to-day of each function.
Gamification, which helps engage teams on dense topics, turning learning into a journey with challenges and achievements.
Dashboards and reports, which offer immediate visibility into who is up to date with training and where gaps still exist.
Automatic certification for mandatory courses, organizing training evidence in a simplified way for audits and clients.

The result is a shift in mindset: what used to be more one-off and reactive becomes a continuous development strategy, with clear governance and data available to management.

In practice: results of the platform for international trade training

With the use of the platform, Sertrading came to see corporate learning even more as a strategic asset as important as technology or logistics infrastructure.

Among the expected results, the following stand out:

Broader reach of training: employees completing essential learning paths in international trade, compliance and onboarding.
Higher completion rate: mandatory learning paths that can show a significant increase in average adherence, especially in critical areas.
Faster, more predictable onboarding: the time needed for new employees to be ready to work in the operation will be reduced.
More confidence in audits: with centralized reports and digital certificates, proving training becomes simpler and more reliable.
Standardized technical language: teams in different units came to speak the same “language” on key international trade topics.

The final impact is felt day to day: less noise, more clarity and greater confidence in executing the processes that sustain Sertrading’s operation.

The next chapters of this expansion

With the structured learning path foundation and consolidated adoption of the platform, Sertrading can see the partnership with Happmobi as a lever for new steps, such as:

Expanding content to partners and suppliers, increasing standardization across the entire chain.
Connecting training data to business indicators, such as SLA, incidence of process errors and customer satisfaction.
Creating career paths, offering advanced learning paths for international trade specialists and leaders.

By treating learning as part of strategic infrastructure, Sertrading reinforces its position as a reference in international trade, prepared to grow at scale without losing quality, security and regulatory compliance.

Name

Sertrading Serviços de Importação e Exportação Ltda

Employees

+ 300

Sector

International trade (trading company / import and export services)

Business highlights

One of Brazil’s largest trading companies, operating in approximately 16 economic segments
Moves tens of billions of reais in international trade operations annually
Acquired by BTG Pactual in 2024, reinforcing expansion plans and new business opportunities

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