Role: Instructional Designer & Corporate Trainer
Organization: BH Shoe Holdings
Methodology: Agile SAM (Successive Approximation Model)
1. Project Scope & Initiation
The Challenge: Berkshire Hathaway required a standardized training ecosystem for the Salesforce Commerce Cloud (SFCC) B2C platform to be used by global cross-functional teams (Marketing, Merchandising, and Dev).
Stakeholder Management: Collaborated with 5+ Subject Matter Experts (SMEs) and technical leads to define core competencies and platform KPIs.
PM Goal: Develop a scalable, modular training suite within a 3-month sprint cycle.
2. Implementation & Execution (The "How")
Resource Allocation: Directed the creation of multimedia assets, technical guides, and sandbox environments.
Agile Iteration: Shifted from Waterfall to Agile SAM, implementing weekly "Prototype Reviews" with stakeholders. This allowed for immediate feedback on technical accuracy, reducing "re-work" hours by 20%.
Risk Mitigation: Identified a gap in learner technical literacy early in the project; pivoted to include a "Basics of E-Commerce" foundational module to ensure high completion rates for the advanced SFCC modules.
3. Tools & Tech Stack
Project Tracking: Managed timelines and deliverables via SharePoint and Microsoft 365.
Development: Canva (Interactive Videos), Genially (Visual Infographics), and Salesforce Sandbox (Hands-on Labs), Sharepoint Site (Home for all materials).
4. Results & Impact (ROI)
Efficiency: Successfully reduced the total course development lifecycle by 2 weeks through iterative prototyping.
Scalability: Created a "Master Template" for SFCC updates, allowing the organization to push new feature training to 100+ employees within 48 hours of a Salesforce release.
Feedback: Achieved a 4.8/5 "Learner Readiness" score from cross-functional teams post-implementation.
Role: Coordinator of Student Assessment (Assistant Director Level)
Institution: Roxbury Community College
Core PM Skills: Staff Supervision, Process Engineering, Compliance Management
1. Project Scope & Initiation
The Challenge: The assessment department relied on fragmented manual processes for student onboarding and testing, leading to data silos and delayed reporting.
The Goal: Modernize the assessment lifecycle to improve student retention and ensure 100% FERPA compliance.
Leadership Scope: Managed a cross-functional team of 9 staff members, overseeing hiring, training, and performance evaluation.
2. Strategic Implementation (The "How")
Process Redesign: Authored and implemented a comprehensive suite of Standard Operating Procedures (SOPs) and technical guides. This served as the "Source of Truth" for the department, reducing onboarding time for new staff by 30%.
LMS Integration: Partnered with faculty to migrate assessment resources into the Jenzabar LMS, creating a "one-stop-shop" for student evaluation and progress tracking.
Stakeholder Alignment: Acted as the primary liaison between HR, Academic Affairs, and IT to ensure the assessment technology stack met the needs of a diverse student body.
3. Performance & People Management
Staff Coaching: Conducted weekly professional development sessions for the assessment team to ensure mastery of new digital tools and FERPA regulations.
Data-Driven Decisions: Leveraged student performance analytics to identify "learning gaps," which allowed the team to implement targeted interventions that boosted student comprehension rates.
4. Results & Institutional Impact
Operational Excellence: Eliminated 100% of paper-based tracking, resulting in a significantly faster turnaround for student placement results.
Compliance: Achieved zero audit findings over a 3-year period through meticulous documentation and staff training on data privacy.
Retention: Contributed to a measurable increase in student retention rates through more efficient onboarding and personalized progress tracking.
Role: Senior Learning & Development Specialist
Case Study: Enterprise Software Transformation & Adoption
Organization: Intellezy LLC
Methodology: ADDIE (Analysis, Design, Development, Implementation, Evaluation)
1. Project Scope & Analysis
The Challenge: Facilitate a large-scale transition to SAP S4HANA and Cloud-based systems for a diverse workforce with varying levels of technical proficiency.
The Objective: Reduce "Time to Proficiency" for end-users and minimize support tickets during the post-launch phase.
Stakeholder Analysis: Conducted interviews with department heads to identify critical "pain point" transactions within the new software.
2. Design & Development (The Technical Build)
Multimedia Strategy: Spearheaded the creation of an interactive learning portfolio using Articulate Storyline, Genially, and Adobe Captivate.
Solution Architecture: Built a "Just-in-Time" learning library on SharePoint, allowing users to access 2-minute "How-To" technical guides directly from their workstations during live operations.
Innovation: Integrated Genially to create gamified knowledge checks, which increased voluntary course completion rates compared to traditional slide-based training.
3. Implementation & Change Management
Facilitation: Led high-impact virtual and in-person training sessions for global teams, focusing on navigation, system transactions, and data integrity.
Coaching: Mentored junior designers on the team to ensure consistent branding and pedagogical quality across all 50+ training assets.
Technical Deployment: Managed the upload, testing, and troubleshooting of content within the LMS, ensuring seamless mobile and desktop access.
4. Evaluation & Results (The Data)
Proficiency Gains: Post-training assessments showed a 25% increase in user confidence regarding SAP S4HANA navigation.
Support Impact: Contributed to a 15% reduction in internal help-desk tickets related to basic system transactions in the first 30 days post-launch.
Iterative Improvement: Leveraged learning analytics from the LMS to identify modules with high "drop-off" rates, allowing for rapid content refinement and re-deployment.
AI-Leveraged Instructional Design & Project Management.
AI Case Study: Accelerating Technical Course Development
Project: Salesforce Commerce Cloud (SFCC) B2C Global Rollout
AI Tools: Claude 3.5 (Content Synthesis) & Microsoft 365 Copilot (Workflow Automation)
1. The Challenge
Developing a comprehensive training suite for the SFCC platform required distilling 300+ pages of technical documentation and release notes into digestible modules for non-technical Merchandising and Marketing teams. Doing this manually would typically take 4–6 weeks for the "Analysis" phase alone.
2. AI Strategy & Implementation
I integrated AI as a "Thought Partner" across three distinct phases to enhance the design process:
Phase A: Documentation Synthesis (Claude)
Action: I utilized Claude 3.5 to analyze specific SFCC release notes and technical specifications.
Prompt Strategy: "Act as a Senior Salesforce Consultant. Summarize these technical updates into five core business benefits for a Retail Merchandiser. Highlight any changes to the User Interface (UI) that require new SOPs."
Result: Generated a high-level curriculum map in 15 minutes that previously required days of manual synthesis.
Phase B: Scenario & Script Generation (ChatGPT)
Action: Used ChatGPT to create realistic "User Personas" and troubleshooting scenarios.
Prompt Strategy: "Create three 'Day-in-the-Life' scenarios for a Content Manager using the SFCC Business Manager. Include one common error related to 'Price Book' assignments and provide a step-by-step resolution script."
Result: Developed 12 realistic branching scenarios for Articulate Storyline modules, ensuring the training was practical rather than just theoretical.
Phase C: Project Management & Admin (Microsoft Copilot)
Action: Leveraged Copilot within the Microsoft 365 suite to manage project communication and documentation.
Result: Automated the extraction of action items from SME interview transcripts and drafted weekly stakeholder update emails, reducing administrative overhead by approximately 5 hours per week.
3. Results & Impact
Speed to Market: Reduced the end-to-end development lifecycle by 40%.
Content Accuracy: Using AI to cross-reference documentation ensured that 100% of technical terminology remained consistent across all 50+ training assets.
Scalability: Created a "Prompt Library" that the L&D team now uses to standardize the creation of future Salesforce training modules.