Saks Lifecycle of a Case videos and facilitation
Summary:
When I joined Saks they needed a complete revamp of their new customer service agent onboarding program. This included recreating all of the facilitation decks and to support this we created a series of introductory videos about the Lifecycle of a Case. Before an agent can being to work through systems and processes it is important that they have a strong understanding of how orders and cases move through Saks systems. The first focus was on the Lifecycle of a Case. I wrote, recorded, and edited three videos by partnering with stakeholders from multiple business units in order to create a wholistic introduction to the fundamentals of case management. Then I created a facilitation deck to further their exposure to these concepts. This set of training serves as an introduction of new agents to the onboarding process.
Project info:
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Interviewing SMEs across multiple teams
Video production
Script writing and narration recording
Facilitation deck development
Graphic design
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Camtasia
Adobe Creative Suite
Google Slides
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Clear notation summarizing audio narration helps agents process complex details as they watch the introductory video.
Descriptive workflows show agents how cases are created.
Supporting facilitation deck.
Branding of Lifecycle phases helps agents keep overall process in context as they review.