Learning Materials

Linking Basics.pdf

Quick Reference Guide

Client: Software Company Tools: Adobe InDesignDevelopment Time: 4 hoursMy Role: Instructional Designer and Layout Designer

Problem:

Linking is a Crystal Reports function that is difficult for beginners to grasp so we needed to find a way to give a quick, at-a-glance guide for clients and internal staff to help them understand some basics.

Solution:

Design a quick reference guide to help explain the basics of linking to use as a reference.

Result:

Clients calls on this topic were reduced.


ORL Cheat Sheet - 8.5x11.pdf

Quick Reference Guide

Client: Software Company Tools: CanvaDevelopment Time: 2 daysMy Role: Instructional Designer and Layout Designer

Problem:

The Software Help Desk needed to be more self-sufficient when troubleshooting issues users were having with a particular feature.

Solution:

Design a quick reference guide for a software feature that includes all of the areas needed to troubleshoot client issues. Screenshots were not needed.

Result:

There was a reduction in ticket closing time and the help desk staff no longer needed to reach out for help from others and therefore alleviated the trainers' time.


Go-Live Readiness Checklist.jpg

Go-Live Readiness Checklist

Client: Software Company Tools: Adobe InDesignDevelopment Time: 3 hoursMy Role: Layout Designer

Problem:

The software trainers were noticing that clients were not completing their homework from their Admin training and were not ready for their Go-Live training. This was causing unnecessary time completing setup that was supposed to be done before this session.

Solution:

Collaboration with the trainers and Implementation Team, it was decided to design a standard checklist to conduct an analysis of the client's readiness to Go-Live and attend their final training session. The hope was that getting ahead of this problem 45 days before Go-Llive that training would be more effective and efficient.

Result:

Using this checklist helped identify problem areas that could be addressed prior to Go-Live training which saved time that could be spent on using the functionality rather than setting it up. Additionally, if it was determined that the Go-Live date should be pushed back, there wouldn't be cancellation fee for booked travel and the client wouldn't lose money.



Infographic - product names.pdf

Product Name Changes - Infographic

Client: Software Company Tools: Adobe InDesignDevelopment Time: 2 hoursMy Role: Layout Designer

Problem:

The software went through a complete branding change and we needed everyone in the company to get up to speed as quickly as possible and learn the new names when the software was updated.

Solution:

Create an infographics for company-wide distribution noting the old names and the new names.

Result:

Keeping this handy helped the staff to user the proper names while on calls with clients or to use in presentations.