Creative Works

The Adoption and Migration Program (AMP Up!) is a cohort-based learning program that uses project-baed sprints to upskill users in the LCMS (Xyleme) while migrating existing content. The 4- to 6-week-long programs take cohorts of 4-6 participants through the end-to-end process, from storyboarding according to the GOLO content architecture, to designing in the system, to publishing. Each cohort is led by 2 Xyleme Champions.

I am one of the main two creators of the program, meaning I lead the cohorts, develop the program timeline, create and execute the exercises, and mentor the participants throughout the program. Additionally, I have developed materials that will enable the scaling of this program to other teams and timezones, including eLearnings, ‘homework’ assignments, videos, and quick reference guides. I also collected data on adoption from the pilot cohort, which show an increase in the designers’ perception of the LCMS, confidence in their skills in the LCMS, and confidence in designing with reusability in mind. We are in the process of scaling out the program to other teams.

Additionally, I am part of the two-person working group to create RAMP Up!, an asynchronous alternative to AMP Up.

PayOps agents work with platform users to provide top-tier customer support via email and chat. As part of the externalization of this team, I led the team in designing a full suite of materials, which included three eLearning courses, a slide deck, a Jeopardy! game, an assessment, and a Choose Your Own Adventure Game.

The Choose Your Own Adventure Game was authored in Adobe Captivate. I used simulations of the chat platform and a narrative structure to simulate working conditions as authentically as possible while being interactive and fun.

I storyboarded out the game progression and created all assets using Vyond, Adobe Premiere, and Adobe Photoshop. After creating the game in Captivate, I shared the materials with my cross-functional partners to determine its accuracy. Upon its completion, it was shared with current agents and new agent sites for use in training.

With NetSuite's move to subscription-based training, more of our clients have been interesting in procuring custom eLearning videos as a long-term solution for training. These custom eLearning demos cover a client's requested topic in their specific NetSuite environment and are kept under 15 minutes in length.

To create these videos, Education Consultants use Adobe Captivate. However, according to research on Education Consultant’s perceived value of Adobe Captivate training, the training was lacking (Rieder, Goodman, & Moran, 2020). Because of this, I opted to create a website to train NetSuite Education Consultants on using Adobe Captivate for one of my courses, which is being altered for actual NetSuite use.

For this course, the learner will review each module and complete the associated task. The tasks will build upon each other to create a custom eLearning demo, which will be used to assess the consultant’s ability to create client-facing videos.

With NetSuite's move to subscription-based training, more of our clients have been interesting in procuring custom eLearning videos as a long-term solution for training. These custom eLearning demos cover a client's requested topic in their specific NetSuite environment and are kept under 15 minutes in length.

However, these videos tend to look and feel different from the standard videos available with some solutions. Because of this, it is often difficult for clients to understand what the end product they are requesting will look like, especially since we cannot share other clients' videos as samples. To assist with this, I created a custom eLearning demo to share with our clients. The demo includes a sample eLearning script, which we use to finalize the video's narration and topic prior to recording, and a sample of a finished product in a NetSuite demo account.

To create this, I wrote a script and worked with subject-matter experts on the topic, which was chosen because it is in demand, to determine if the script's flow is accurate. I then developed the video, soliciting feedback from colleagues and subject-matter experts through its several iterations. Upon its completion, it was shared with other Education Consultants to share with their clients if they show interest in our custom eLearning solution.

When a new report for Education Consultants (ECs) was developed for ECs to keep track of their utilization and forecasting within our time tracking system, OpenAir, I created materials to enable ECs to use this report. To augment the live sessions held by colleagues, I developed a Quick Reference Guide and eLearning tutorial for those who could not attend, users who need additional support or review, and new hires.

The development of these materials began once the report was made. I write an initial script and drafted a Quick Reference Guide based on the requirements determined by management. After management’s review, I applied feedback and solicited additional feedback from colleagues. After some final rounds of review and approval, I finalized the Quick Reference Guide and got to work on the video. I had several rounds of video editing, taking into consideration management and colleague feedback, before the video and Quick Reference Guide were published on our Intranet and sent out via our monthly department newsletter.

In addition to live training and our catalog of training videos, NetSuite Education Services offers Quick Reference Guides for our clients. These step-by-step, process-specific job aids walk end-users through the use of the NetSuite system.

A recent gap identified was that there were no Quick Reference Guides for the NetSuite mobile application. Prior to creating these documents, I reached out to other Education Consultants to determine what their clients tend to ask about regarding the mobile app. After conducting this needs assessment, I determined that four Quick Reference Guides were needed:

• Basic Usability and Set-Up - iPhone

• Basic Usability and Set-Up - Android

• Employee Center (Time and Expense) - iPhone

• Employee Center (Time and Expense) - Android

After developing these documents, I reached out to several consultants—some who use iPhone and some who use Android—to evaluate and suggest edits to the Quick Reference Guides. After receiving and applying feedback, management reviewed and approved the documents for client use.