Overview

This project is part of a five-video instructional series designed to train employees on how to accurately enter safety incidents into the IBM Maximo Application Suite system. The target audience included linemen and field employees who needed a clear, practical walkthrough of the incident reporting process within their day-to-day workflow.

For this portfolio example, I selected one video from the series to demonstrate my instructional design and eLearning development process. Due to the sensitive nature of the content, Critical Energy/Electric Infrastructure Information (CEII) and other confidential company information have been redacted.

The goal of the training was to:

• Simplify a complex reporting process

• Improve accuracy and consistency when entering safety incidents

• Provide accessible, step-by-step guidance for employees with varying levels of technical experience

• Support compliance and internal safety documentation procedures

The final deliverable was developed as a concise software training video focused on clarity, usability, and real-world application.

Tools Used

• Articulate Storyline 360

• Camtasia

• Microsoft PowerPoint

• Microsoft Teams

• WellSaid Labs

My Role

I served as the instructional designer and eLearning developer for this project. My responsibilities included:

• Collaborating with SMEs and stakeholders

• Organizing and translating technical procedures into learner-friendly instruction

• Designing the visual learning experience

• Developing the training video and supporting visuals

• Editing screen recordings and audio

• Reviewing and revising content based on stakeholder feedback

• Publishing and preparing the project for stakeholder review in Review 360

Process

SME Collaboration & Content Gathering

I collaborated closely with subject matter experts (SMEs) and stakeholders through a dedicated Microsoft Teams channel to streamline communication, gather feedback, and manage project updates throughout development.

To capture an authentic workflow, SMEs recorded themselves completing a real incident entry within Maximo. These recordings served as the foundational reference material for:

• Understanding the exact reporting process

• Identifying critical steps and decision points

• Capturing realistic user workflows

• Ensuring technical accuracy

This approach helped bridge the gap between technical expertise and learner comprehension while reducing ambiguity during development.

Instructional Design Strategy

Because the audience included both linemen and everyday employees with varying levels of system familiarity, I designed the training to prioritize:

• Clear navigation

• Minimal cognitive overload

• Practical, task-based instruction

• Step-by-step demonstrations

• Visual reinforcement of key actions

The learning experience focused on procedural learning, allowing users to follow along with the workflow in a logical and approachable format.

I also structured the content to support microlearning principles by keeping the video concise and focused on a single process within the larger training series.

Content Development

Using PowerPoint, I created visual assets and slide layouts to support the instructional flow and emphasize important actions within the system.

I then used Camtasia to:

• Edit screen recordings

• Trim and sequence workflow demonstrations

• Add zoom effects and callouts

• Enhance visual clarity

• Improve pacing and learner focus

Finally, I developed and assembled the interactive learning experience in Articulate Storyline 360.

Review & Iteration

Throughout the project, I gathered feedback from SMEs and stakeholders to verify:

• Technical accuracy

• Process alignment

• Clarity of instruction

• Usability for the intended audience

Revisions were incorporated iteratively to ensure the final product accurately reflected the real-world reporting process while remaining accessible and easy to follow.

Key Design Considerations

• Simplified technical processes into learner-friendly instruction

• Designed for employees with varied technical proficiency

• Maintained a clean and distraction-free visual experience

• Focused on real-world workflow application

• Protected sensitive company information through content redaction

• Structured content for quick reference and on-the-job support

Deliverable

The final deliverable was a software training video published for stakeholder review through Review 360.

This sample represents one module within a broader five-video training series focused on safety incident reporting procedures in Maximo.