My Design Process
Customer Experience:
This eLearning course guides users through a scenario-based experience where they demonstrate how to prioritize decisions to improve customer experiences. This project is currently in the beta development phase.
SCENARIO-BASED eLEARNING MODULE:
Audience: Experienced baristas and managers at Beans N' Brew
Responsibilities: Instructional Design, Needs Analysis, Action Mapping, Storyboarding, Visual Design, eLearning Development
Tools used: Articulate Storyline, Photoshop, Mixkit, Canva, Mindmeister, Google Docs
KPI: Customer Reviews will improve 20% by February 1st as baristas improve the customer experience, especially during peak hours.
PROBLEM
Beans N' Brew noticed that their customer reviews were declining due to poor customer experience during busy, peak hours. Besides just hiring extra staff, or adjusting staff hours, additional training was needed.
SOLUTION
After analyzing online customer reviews and observing baristas during busy, peak hours, it was apparent that baristas were not prioritizing tasks when feeling stressed. Because the problem was performance related, I proposed that employees meet with managers for a question/answer session centered around poor customer reviews, and then complete a scenario-based eLearning course to help baristas practice using customer experience techniques in a real-world setting. I also suggested that new managers go through the training to be aware of expectations and when to lend a hand during stressful, customer encounters. This learning experience provides feedback through a survey to help baristas analyze their progress and advocate for further training needs.
My Process
I relied on the ADDIE model to iterate on each step of my process which included a needs analysis, action map, text-based storyboard, and interactive prototype.
Action Map
I sourced my own materials and acted as a subject matter expert (SME) for this project. I started out with a measurable performance goal, which is purple in the center of my action map below. Once I came up with observable tasks and behaviors, I began narrowing them down to four categories that would have the biggest impact and contribute the most to the business goal. These are the actions baristas would demonstrate in order to improve customer experience. These actions are shown on the action map below. I linked each action with a consequence and used a star reward system for good choices. This allows the learner to assess their progress and take ownership of their skillset. The mentor will give further feedback by explaining each choice to reinforce the concept.
Text-Based Storyboard
Once the performance goal was broken down into observable tasks and behaviors, and the action map was improved, I began drafting a text-based storyboard.
The scenario is framed as a typical day in a coffee shop. Learners are faced with possible situations that may lead to poor customer reviews if not handled correctly. There is a mentor available for guidance and feedback by clicking an "Ask Amaya" button.
As customers enter the coffee shop, baristas will be introduced to different scenarios and will need to prioritize the best option to meet customer needs during busy, peak hours. If learners select an incorrect choice, they either get to try again or access the mentor for guidance. Learners are given feedback throughout the entire journey, and scenarios are used to keep the learner actively engaged.
VISUAL MOCKUPS
After finalizing the text-based storyboard and getting it approved, I used Articulate Storyline 360 to create a visual mock-up of the course to establish how the course would look and function. I started by looking at visuals of coffee shops, using a stock photo to pull a color scheme. I used Photoshop to remove some objects from the photo, made it semi-transparent, and used the photo as the background for most of the course. The background is in full color when customers arrive to signal it's a change in scenes. Consistent design features, easy-to-read fonts, and user-friendly graphics help the learner focus on the content without being distracted by design details.
Interactive Prototype
Once the visual mockups were approved, I used Articulate Storyline 360 to create an interactive prototype. I included a title screen, scenario introduction, mentor introduction, one question with correct and incorrect consequences, sound effects, and custom animation using motion paths and audio. This would give the look and feel of the course.
I delivered this prototype to my audience to receive feedback. After applying feedback from the prototype, I had the basic framework and overall look and feel. I began creating the final product and moved into the full development phase.
Full-Development
Each scenario is framed in a coffee shop to create a real-life feeling. I incorporated different features such as mentor feedback, customer reviews, branching scenarios, sound effects, and consistent visual design. All of these features add to the learner's experience and create an engaging experience that is centered around the performance objective. The learner is kept actively engaged and is given the chance to evaluate where they are at in the learning process. The project ends with a survey to give the learner to a chance to advocate for additional training options if needed.
Features
Mentor Feedback: For each question, the learner can assess a mentor named Amaya to give the learner more information. This will provide guidance, but will not give the answer. Once the correct choice is made, the mentor will provide clarity on why this choice is the priority during busy, peak hours.
Simple Gamification Elements: Learners are able to earn stars to boost engagement, and sound effects are used with correct and incorrect answers.
Customer Reviews; Customer review reports are used to demonstrate that each choice is an action that leads to a result.
Scenario-Based Scenes: Learners are immersed in scenarios to create real-life applications of skills. This not only engages the learner, but it provides feedback and emphasizes that each choice leads to a consequence.
TakeAways
I created a fictitious client for this concept project and worked as a subject matter expert. Although I have received positive feedback from my mentors, and online network, I have several takeaways and lessons I have learned as I continue to upskill and work towards strengthening my skills.
The Right Tools: Knowing how to use the right tools and becoming more skilled with them gave a cleaner, more consistent end product. I am able to transfer these skills to my next project to deliver professional eLearning courses.
Feedback is welcome: I love feedback as it allows me to pivot, adjust, and strengthen what I create. It is important to receive honest feedback when trying to learn and grow.
Active Learners: My goal was to keep learners actively engaged through animation, sound effects, moving transitions, and scenario-based learning: Creating a course that is entwined with a story adds to the learner's experience and gives the learner real-world takeaways to apply when on the job.
Edit Creativity: Although I can think of ways to improve the course, I was careful to keep time and the business goal in mind. I had to stop and ask myself questions such as, "Does the time it would take to build this help the learner reach the goal, or am I just stuck in a creative headspace?" Ideas I had for improvement but did not use included:
Video Animation: Users loved the audio, animation, and sound effects. I considered expanding on this concept by creating custom animation in Vyond that would give characters voice and movement. I do think this adds to the user's experience, but not the overall performance goal.
Branching Scenarios: I would like to take each consequence a little further by branching off into more scenarios that may happen when a learner makes a poor choice. This is an area that I am still considering and am seeking feedback on. This would add to both the user's experience and the performance goal as it would deliver real-world consequences.