π― Challenge Β
This financial institution required representatives to be prepared for complex billing inquiries from a wide range of customers. The goal was to develop an immersive AI simulation that challenged the representatives to assist a young, inexperienced customer. This required an environment where staff could practice soft and functional skills while meeting strict compliance and scoring standards.
π¦ Skills
AI Prompting
Persona Design
Simulation
Assessment
π Tools
Zenarate
Box
Microsoft 365
Proprietary Tools
π‘ ProcessΒ
AI Persona Engineering: Developed a unique customer profile by refining AI prompts with specific speech patterns and hesitant vocabulary, paired with a curated voiceover selection to enhance vocal realism and character authenticity.
Persona Creation: Selected a specific voiceover profile to match the age and experience level of the character, ensuring the vocal performance enhanced the realism of the interaction.
Custom Evaluation Rubric: Designed a comprehensive scoring rubric that translated institutional learning objectives into measurable criteria, allowing the AI to provide objective feedback on learner performance.
Workflow Development: Created a library of technical screenshots and step-by-step walkthroughs to guide learners through the billing interface as they navigated the simulation.
Stress Testing: Conducted rigorous testing of the interaction logic to ensure the AI stayed in character and provided consistent, accurate feedback during complex billing conversations.
π Outcome
Verified Proficiency: Established a measurable testing framework that validates learner readiness through automated scoring, ensuring alignment with internal billing standards.
Targeted Empathy Training: Created a specialized training path that improved the ability of staff to communicate financial concepts to non-expert customers without using jargon.
Risk-Free Skill Mastery: Delivered a high-fidelity simulator for billing services that allowed representatives to master complex financial scenarios in a controlled environment.
π― Challenge Β
The goal was to create a topology onboarding course that remained perfectly cohesive with the broader customer experience. The primary hurdle was translating complex technical data into a learner-friendly interface while maintaining brand consistency and technical accuracy across multiple departments.
π¦ Skills
Coding
UI/UX
Course Design
eLearning
Simulation
π Tools
Articulate Rise
Figma
Iorad
Various AI
π‘ ProcessΒ
Data-Driven Refinement: Deployed targeted learner surveys that utilized quantitative scoring to pinpoint high-friction areas, paired with qualitative insights to resolve the specific nuances of the learner feedback.
Cross-Functional Collaboration: Took a hands-on approach by collaborating closely with the University Manager, Technical Documentation, and Marketing teams to ensure content was both accurate and brand-consistent.
Multidisciplinary Creation: Developed custom graphics in Figma, wrote custom code for interactive elements, and designed all engagement features from scratch.
Cognitive Load Optimization: Spent extensive time refining course material to lower the cognitive load, ensuring the information was easy to process without sacrificing its technical depth.
Accessibility-First Design: Integrated "read to me" features and transcripts, and specifically adjusted audio elements to provide extra directions and contextual guidance as needed.
π Outcome
Intuitive UX: Delivered a streamlined experience that successfully bridged the gap between complex technical data and an accessible learner interface.
Brand Cohesion: Produced a final product that met all stakeholder requirements and significantly improved learner confidence and material retention.
Reduced Friction: Prioritized accessibility and clarity to ensure a high-quality experience for all types of learners.
π― Challenge Β
Chatbots can often introduce significant friction, making the conversation feel tedious and disconnected. The goal was to design a chatbot that emulated a real-world registration system to simplify the process and enhance the overall user experience by removing the barriers found in standard chat experiences.
π¦ Skills
Branching
UI/UX
Simulation
π Tools
Articulate Storyline
Adobe IllustratorΒ
π‘ ProcessΒ
Conversational UX Strategy: Applied core UX design principles to build a conversational interface that transformed a static process into a natural, step-by-step flow.
Intuitive Navigation & Personalization: Incorporated clear navigation and personalized responses to guide attendees through the signup process smoothly.
Intentional Visual Cues: Developed specific visual cues to help users move through the sequence without confusion, ensuring they always knew their progress.
Anticipating User Needs: Focused on intuitive design elements to predict and address user needs before they became pain points.
π Outcome
Seamless Registration: Delivered a frictionless experience that successfully mirrored the ease of a real-world interaction.
Improved User Journey: Simplified the signup path, creating an intuitive interface that allows users to complete registration without the frustration typical in traditional systems.
Anticipatory Design: Successfully launched a tool that anticipates user requirements, resulting in a more human-centric registration experience.
π― Challenge Β
The core challenge was to design a gamification and reward system that avoided the "niche" feel of typical training, making it relatable to a mass audience. The goal was to pivot away from traditional instructional delivery to focus entirely on building an immersive, universal engagement engine that motivates users across all levels and roles.
π¦ Skills
Gamification
eLearning
Audio Editing
π Tools
Articulate Storyline
Adobe Illustrator
WellSaid
π‘ ProcessΒ
Universal Narrative Design: Utilized a real-world environment to ground the experience that is relevant to a broad demographic. This ensured that the engagement felt realistic, making the system's mechanics much easier for a mass audience to digest.
Incentive Architecture: Engineered high-impact gamification elements, including dynamic scoring and intentional visual cues, specifically to motivate active participation and increase retention through a sense of achievement.
Cross-Functional Adaptability: Developed a rewards approach that is highly versatile. The system can be applied to a wide range of contexts, including workplace procedures, safety guidelines, and organizational training, without losing its mass-market appeal.
π Outcome
Scalable Engagement Engine: Established a strategic framework for gamification and rewards that can be seamlessly adapted to any organizational or safety-related objective.
Mass-Audience Resonance: Delivered a high-impact engagement experience that successfully translated complex systems into a relatable format for a wide range of users.
Active Participation: Created an interactive system that actually held people's attention and encouraged them to finish.
π― Challenge Β
An insurance agency needed to modernize its new-hire onboarding program, which had become dry and lacked energy. The goal was to move away from traditional, passive training methods and create a fun, engaging introduction that would resonate with new employees while clearly demonstrating the agency's impact on its community.
π¦ Skills
Gamification
eLearning
Audio Editing
Graphic Design
π Tools
Articulate Storyline
Adobe Photoshop
π‘ ProcessΒ
SME Collaboration: Partnered closely with Subject Matter Experts (SMEs) to audit and evaluate all existing program materials.
Content Audit: Refined the curriculum by stripping away unnecessary information, ensuring the final product focused strictly on the most relevant details for the team.
Gamified Interaction Design: Developed a custom gamified interaction from the ground up to replace static delivery with a dynamic experience.
Community-Centric Narrative: Designed the interface to allow new hires to explore how the agency serves its community, making the companyβs mission tangible.
Active Participation Strategy: Built interactive layers into the course to intentionally motivate learners to participate rather than just passively consuming information.
π Outcome
Modernized Onboarding: Successfully transformed the agency's new-hire process into a modern, high-energy experience that aligns with current employee expectations.
Mission Alignment: Helped new hires feel an immediate personal connection to the brand by showing them the "why" behind their roles from day one.