EMPLOYER WORK · FINANCIAL SERVICES COMPANY

EMPLOYER WORK

· FINANCIAL SERVICES COMPANY

Support Onboarding

Support Onboarding

Converting an entire instructor-led curriculum into a blended

program in three months.

Converting an entire instructor-led curriculum into a

blended program in three months.

ROLE

Instructional Designer

ROLE

Instructional Designer

TIMELINE

TIMELINE

3 months


AUDIENCE

AUDIENCE

New customer service

agents

TOOLS

TOOLS

Articulate Rise, Articulate

Storyline, Adobe Creative

Cloud

Articulate Rise, Articulate

Storyline, Adobe Creative

Cloud



THE CHALLENGE

THE CHALLENGE

It couldn't keep up with hiring.

It couldn't keep up with hiring.

Onboarding was instructor-led and built on documentation. I had

three months to convert the entire curriculum.

Onboarding was instructor-led and built on

documentation. I had three months to convert

the entire curriculum.

3 months

3 months

to convert the entire curriculum

to convert the entire curriculum

BEFORE

AFTER

Instructor-led onboarding

Built on documentation

Minimal practice time before live calls

Couldn't keep up with hiring volume

See what I built →

LIFE BEFORE

From classroom to practice.

BEFORE AND AFTER

A stack of papers secured with binder clips

BEFORE

AFTER

Instructor-led onboarding

Built on documentation

Minimal practice time before live calls

Couldn't keep up with hiring volume

See what I built →

LIFE BEFORE

From classroom to practice.

BEFORE AND AFTER

THE WORK

THE WORK

21

21

self-paced Rise courses



self-paced Rise

courses

1

1

Storyline branching

simulation


Storyline branching

simulation

3 months

3 months

to convert the entire

curriculum

to convert the entire curriculum

What I delivered.

What I delivered.

WHAT I'M PROUD OF

WHAT I'M PROUD OF

The simulation. It gave agents a safe place to
practice real customer interactions before taking a
live call.

The simulation. It gave agents a safe
place topractice real customer
interactions before taking a
live call.