Compliance training
FERPA in practice: Handling student information
An Articulate Rise course on handling student information, with a branching parent conversation and knowledge checks that ask university employees to apply FERPA guidance.
AI implementation
Using AI to write workplace instructions
A lesson on drafting instructions with AI and checking them against source documents. Practice exercises and a job aid support review for errors and omissions. Developed in Articulate and converted to HTML with Claude.
CRM training
CRM training lesson and practice simulation
I delivered in-person training with sandbox practice for a CRM I designed. This portfolio includes the Google Slides lesson and a browser simulation where learners record a customer inquiry, notify the responsible employee, and receive feedback on their completed work. I directed Claude in developing the simulation.
Case study
Improving accuracy in ERP inventory adjustments
A workplace case study connecting SQL analysis and observation to targeted training and daily error tracking in Google Sheets. Recorded error rates fell from 22.9% to 8.7%. Identifying details and exact figures have been changed for confidentiality.
Case study
Improving completion of required new hire training
A workplace case study using Airtable records and employee follow-up to investigate low training completion and inform changes to onboarding. Twelve of thirteen hires completed the required track; the analysis considers what can be concluded from that result.