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 — training built around an operational process I redesigned in a regulated financial services environment
ToolArticulate Rise 360

The performance need

This process had a real control gap: front-line staff could bypass the standard request path entirely and order currency counters directly through a separate procurement system, resulting in non-standard, overpriced, or excessive orders with no way to track inventory. With input from Retail Operations, I redesigned the process end-to-end by closing the bypass path with a new approval workflow, building equipment inventory tracking from scratch where none had existed, enforcing Retail Operations criteria for how many units a location could have in their fleet, and updating and creating the knowledge articles needed to document the new process.

This course converts that redesigned process into a clear, structured sequence for the employees who use it.

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

The process redesign this course is based on, including closing approval gaps, building inventory tracking from zero, and establishing branch allocation criteria, was implemented in a real operational environment. This course demonstrates how I would convert that redesigned process into an eLearning course for structured training and performance support; it has not yet been formally deployed or measured as a training asset. It is based on new and updated knowledge created after the process redesign.

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.

Tools used

Articulate Rise 360 Netlify (hosting)
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