Tools used in Development

Articulate Rise 360, Articulate Storyline 360, Canva

Time in Development

About 3 weeks (includes time to learn Rise and Storyline software and make 3 iterations based on feedback)

My Role

Instructional Designer, Subject Matter Expert, Storyboard, Development

Client

Personal Portfolio Piece (Fictional Company: Organization X)

CASE STUDY

Context

Organization X is a business that uses a LOT of pie charts for a variety of company purposes including sales presentations and marketing materials. They recently decided to assign the duty of pie chart creation to their sizable cadre of interns. However, end users of the pie charts were not happy because pie charts were not being completed on time and many pie charts that were completed were off brand in company style and needed revisions. Organization X wanted to formally train their interns on how to quickly create on-brand pie charts according to company style in order to increase their pie chart production rate and quality.

Challenges

After speaking with pie chart end-users in the marketing and sales departments and a sampling of pie-chart making interns, it was discovered that interns were unfamiliar with spreadsheets and were viewing various YouTube videos for pie-chart making tutorials. This accounted for the slow production and inconsistent styling of pie charts. Staff conversations further brought to light that the interns needed formal training on how to insert the pie chart into a presentation slide.

Solutions

This interactive Rise and Storyline combination course (approximately 30 minutes) was designed to formally train Organization X interns on how to use Google Sheets to make a data table from raw data, create and customize a pie chart according to company pie chart style standards, and then publish it into a Google Slide. The course offers step by step process instructions using an interactive series of text and screenshots and then provides opportunity for guided practice using interactive software simulations. Current interns can access the online course at any time for learning or reference, and future interns can take the course as part of their initial job training.

Results

The pie chart end-users in the sales and marketing departments reported a notable increase in the quality and timely availability of the pie charts they needed to access. Interns reported that they felt much more confident in their pie chart making abilities.