Digital Learning Transformation & Adoption
In the rapidly evolving financial sector, navigating digital transformation is not unlike embarking on a journey into uncharted territory. The Digital Learning Transformation and Adoption initiative became a beacon, guiding 1,500 Registered Investment Advisory (RIA) firms — annually — through this new landscape with confidence.
Having the right tools and technology is just the beginning. True transformation starts with comprehensive onboarding and continuous support. Just as starting a new job without proper guidance can leave one feeling lost, RIAs expressed feeling 'dropped off a cliff' when transitioning to a new platform without adequate onboarding and support.
This highlights the critical need for an integration process that introduces RIAs to a new platform and supports them every step of the way — ensuring firms are fully equipped to achieve operational excellence.
With this in mind, a strategy rooted in micro-learning was born — focusing on delivering concise, targeted content to significantly boost learning retention and engagement.
My Individual Contributions
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Strategically planned and implemented the Cornerstone OnDemand Learning Management System, integrating supporting HRIS systems with a eye on scalability and seamless integration.
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Crafted a dual-channel learning strategy that merges micro-learning with multimedia resources, enhancing engagement and flexibility for learners.
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Built and launched a user-centric learning environment, prioritizing accessibility and user satisfaction through intuitive digital interfaces.
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Directed the production of multimedia learning materials and personally executed the creation of engaging and accessible multimedia content, blending management with direct involvement in content development and deployment.
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Led professional growth and team efficiency initiatives, fostering a culture of continuous improvement and strategic mentorship.
Key Insights About this Page
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The narrative and content exhibited here represent just a small portion of the completed work. Although concise, this presentation is intended to simply provide an overview of the entirety of the effort.
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Like all evolving technology initiatives, Marketing evolved the name and brand - frequently. You may see several variations throughout the content exhibits on this page.
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Please consider that exhibited content (videos, graphics, and documents) do not reflect the original quality of work. Videos are second generation, corporate branding elements have been obscured as much as possible, and any information displayed is immaterial.
Learner Engagement
Personas
Customizing the experience for diverse learner groups, the approach aligned educational paths with varied needs and goals, resulting in improved efficiency, productivity, and satisfaction.
Advisor Firm Principles
Leads digital learning initiatives for the firm
Ensures access to tailored learning resources
Aims to improve operational efficiency and client satisfaction
Advisor Firm Staff
Embraces digital platforms for skill enhancement
Committed to continuous learning and adaptation
Improves efficiency and client service through digital transformation
Operations Support
Focuses on streamlining operations through digital learning
Dedicated to adopting innovative processes for efficiency
Advocates for continuous improvement and strategic alignment
Innovative Micro-Learning
Complex concepts were distilled into engaging, bite-sized modules, integrating interactive techniques to empower learners in applying knowledge within their roles effectively.
Socializing the Strategy
This video ensured the learner engagement strategy was consistently communicated across a diverse range of stakeholders and business partners.
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Storyboarding
Audio/soundtrack production
Motion graphic sequences
Video composition and editing
Encoding and deployment
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Adobe Audition
Adobe Photoshop
Adobe Illustrator
Adobe After Effects
Adobe Premiere Pro
Adobe Media Encoder
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Interactive transcript, PDF-based transcript, and closed captioning originally provided through video hosting platform.
Dual-Channel Delivery Model
A dual-channel delivery model was introduced combining the autonomy of self-guided micro-learning modules with the depth of scalable instructor-led sessions. This model empowers learners with the flexibility to choose their learning paths, guaranteeing a tailored education that meets individual learner needs and exceeds their expectations, promoting significant engagement and satisfaction.
Channel 1: Learning Pathways
Learning pathways combine micro-learning modules into bite-sized lessons, aligning with learners' goals and preferences, facilitating focused, manageable learning experiences, allowing for flexible, targeted skill development within broader educational objectives.
Role-tailored
Specific to job functions.
Enhances skills and career progression.
Focuses on essential knowledge for each position.
Ensures efficient and impactful learning.
Supports individual and organizational growth.
Self-Select/On-Demand
Allows learners to choose courses and materials.
Supports individualized learning schedules and styles.
Enables knowledge pursuit at one's own pace.
Tailors education to specific needs or interests.
Adaptive Learning
Utilizes adaptive learning technologies.
Personalizes the learning experience based on performance, preferences, and behavior.
Adjusts content, pace, and pathway to individual needs.
Channel 2: Blended Learning Experiences
Incorporating a knowledge management framework with instructor-led sessions creates a dynamic, blended learning experience. The knowledge management framework organizes content for self-guided learning, while instructor-led sessions add interactive expertise. This blend allows for personalization and scalability, offering learners flexible access to resources and real-time engagement, catering to diverse needs and enhancing the overall learning experience.
A knowledge management framework in blended learning experiences organizes and centralizes educational content, enabling efficient, personalized access to information for learners at any scale.
Instructor-led sessions provide learners with expert guidance, interactive engagement, personalized support, social interaction, and structured learning, effectively "bringing the material alive" by transforming abstract concepts into practical applications.
Holistic Learning Ecosystem
A comprehensive learning ecosystem was developed, enriched with a diverse array of multimedia resources to cater to various learning styles and preferences, ensuring a rich educational experience.
Instructional Videos
Short instructional videos, like this one showing advisors how to customize client account views, simplify complex concepts for easy understanding, aligning with preferences for quick learning and boosting knowledge retention and application.
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Storyboarding
Audio/soundtrack production
Motion graphic sequences
Video composition and editing
Encoding and deployment
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Adobe Audition
Adobe Photoshop
Adobe Illustrator
Adobe After Effects
Adobe Premiere Pro
Adobe Media Encoder
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Interactive transcript, PDF-based transcript, and closed captioning originally provided through video hosting platform.
Digital Job Aids
Concise, on-the-spot information or guidance available exactly when and where it's needed. Inclusion of these resources enables continuous learning and performance improvement, allowing learners to apply new knowledge effectively and immediately in their daily tasks.
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Instructional Design
Layout and graphic design
Adobe InDesign Templates/Master Pages
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Adobe Photoshop
Adobe Illustrator
Adobe InDesign
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Content logically ordered
Alt text for images
Minimum color contrast ratios for text
Screen reader compliant
Assessment, Feedback, and Impact
RIA firms experienced the benefits of these learning strategies through assessment of organizational impacts, soliciting feedback, and evaluating micro-learning effectiveness — driving continuous improvement and business success.
Quarterly Evaluation
This evaluation metrics video demonstrates how the team used generative AI to socialize the effectiveness of the learning strategy with a broad-based audience through various digital channels on a quarterly basis.
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Generative AI storyboarding
Audio/soundtrack production
Graphic asset generation
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Adobe Audition
Adobe Photoshop
Adobe Illustrator
lumen5
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Interactive transcript, PDF-based transcript, and closed captioning originally provided through video hosting platform.
UX/UI Design & Content Development
Customizing the User Experience
Empathy at the core of the UX/UI strategy provides a bridge to learners, giving them confidence and competence in navigating the new digital landscape. Embracing the strategy grounded in micro-learning, focus was placed on making complex concepts accessible, ensuring every interaction on the LMS felt like a step forward in the users' transformation journey.
LMS User Interface
Clear, purposeful, empathetic UI.
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Product Design
Front-End Development
Technical Implementation
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Figma
Adobe Photoshop
Adobe Illustrator
Adobe Dreamweaver
LAMP Web Architecture (Development Sandbox)
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Designed an intuitive, user-centric interface focusing on ease of use and engagement, directly addressing the users' concerns of feeling unsupported during the transition to a new platform.
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Utilized HTML, CSS, and JavaScript to code a suite of page template components, enabling rapid development of LMS pages with pre-designed content blocks for consistency and efficiency.
Content Production
Focusing on key objectives, complex topics were broken down into engaging segments. With visuals and interactivity, modules were designed for both standalone use and as part of broader learning pathways, continually refined to ensure effectiveness.
Crafting a Module
Storyboarding is vital in micro-learning production, acting as a visual plan that organizes content and interactions. Storyboards align designers and stakeholders on objectives and design early on, streamlining development and reducing revisions, ensuring the final module is both effective and engaging.
