Tools: ScreenPal Recording, AI
Time: 1 hour
Client: Children's Home Network CSS Pinellas
Collaborators: Madeline Rambo, HR
1. Problem Summary:
Employees are struggling to accurately upload mileage using the new software, leading to delays, errors, and reimbursement issues.
2. Root Cause:
Lack of familiarity with the software interface and unclear step-by-step instructions for uploading mileage.
3. Target Audience:
All employees who are required to submit mileage reports, especially those with limited tech experience.
4. Desired Behaviors:
Confidently log in to the software.
Accurately enter and submit mileage reports.
Troubleshoot basic errors independently.
5. Measurable Outcomes:
90% of mileage submissions are completed correctly on the first attempt.
50% reduction in helpdesk inquiries related to mileage uploads within 2 months.
Faster submission times per report (baseline vs. post-training).
Create a short, scenario-based video walkthrough demonstrating the end-to-end process of uploading mileage, highlighting common errors and tips for efficiency. Include captions, callouts, and a downloadable quick-reference guide.
Learning Objectives:
Identify the login steps and key features of the mileage upload software within 30 seconds.
Demonstrate how to correctly enter and submit a mileage report by following on-screen prompts.
Recognize and correct common errors during the mileage submission process.
Apply tips for efficient reporting to reduce submission time by at least 20%.
Recall key troubleshooting steps without referring to external guides.
1. Increased Accuracy:
First-time correct submissions rise to 90%+ as employees clearly understand each step.
2. Reduced Support Requests:
Helpdesk tickets related to mileage uploads drop by 50%, freeing IT/HR/Training Specialist resources for other tasks.
3. Faster Completion Times:
Average mileage report submission time decreases by 20–30%, improving overall efficiency.
4. Higher Employee Confidence:
Employees report feeling competent and less frustrated when using the software, improving engagement.
5. Standardized Process Adoption:
Consistent use of the correct process across all employees reduces errors and ensures compliance with reimbursement policies.
6. Scalability & Reinforcement:
The video can be reused for onboarding new employees, providing consistent training, and minimizing retraining needs.