Case study · Articulate Rise

Requesting and Removing Currency Counters

A short Rise 360 course that converts a multi-step operational process into concise, structured performance support.

Project typePortfolio project based on a real operational process
ToolArticulate Rise 360

The performance need

Operational processes become difficult to follow when information is spread across forms, approvals, emails, and procedural documents. Employees may understand the general request but still make mistakes involving approvals, required information, escalation paths, and removal criteria.

This course organizes the request and removal process into one clear sequence that is easier to understand and apply.

Audience

Branch or operations employees responsible for requesting, receiving, or removing currency counters.

Learning objectives

By the end of the course, learners should be able to:

Design approach

I selected Articulate Rise 360 because the content was procedural, concise, and well suited to a responsive, easy-to-navigate format. Rather than creating a highly interactive Storyline course, I organized the material into short sections that mirror the steps an employee would complete on the job.

Instructional design decisions

Clarity over decoration

The course uses short content blocks, clearly sequenced steps, and concise process explanations. The design prioritizes clarity and usability over decorative interaction.

Callouts for common errors

Embedded reminders flag the points where mistakes typically happen, including approvals and escalation.

Decision-oriented knowledge checks

Knowledge checks focus on the judgments employees make in the process, not trivia about it.

Development process

  1. Analyzing the workflow
  2. Identifying common points of confusion
  3. Separating essential information from background detail
  4. Drafting learning objectives
  5. Organizing content into a logical sequence
  6. Building the course in Rise 360
  7. Creating knowledge checks
  8. Reviewing navigation, readability, and procedural accuracy
  9. Revising the course after testing

Course walkthrough

The full course is live: launch it here.

Title screen of the Requesting and Removing Currency Counters course
The title screen of the live Rise course.

Outcome

This course was built for my portfolio and has not been formally deployed or measured. It demonstrates my ability to convert a multi-step operational process into concise digital learning and performance support.

Reflection

This project reinforced the importance of matching the solution to the need. A complex branching course was not necessary; a clear, responsive, structured Rise course was a better fit for a procedural workflow. If I developed this for an actual organization, I would validate the process with operational stakeholders, test the course with representative users, and update it as forms, approvals, or service-level expectations changed.

Tools used

Articulate Rise 360 Netlify (hosting)
← Previous case study All projects →