Ryan Carlson > Samples of Work > e-Learning > File and Asset Verification – Online Course

File and Asset Verification – Online Course

Purpose: As part of a larger initiative for the Customer Service Agents onboarding redesign, this online course introduced the technical process of File Asset and Verification. File and Asset Verification is a technical process agents use to electronically verify customers’ identities and the product their calling about. File and Asset Verification is performed in the Customer Relationship Manager (CRM) tool, Siebel. This is one of several systems agents needed to toggle between.

My Role: I end-to-end consulted and conducted intake analysis, developed, designed, and implemented this online course. This course was derived from independent research and interviewing Subject Matter Experts and key stakeholders. I also developed practice activities and an associated facilitator guide to add to the overall curriculum.

Tools Used:

  • Articulate Review (360)
  • Articulate Rise
  • Vyond
  • Microsoft PowerPoint
  • Workday Learning

Check out some screenshots of the online course.