Time & Expense

Video Tutorials Improve Employee Adherence, Solve Accounting Challenges

Challenge

Accounting can’t make its deadlines and reports need constant correction because employees aren’t completing their time and expense reports.  The CFO has gone from frustrated to annoyed to angry.  The situation is causing trouble across the organization impacting resource planning to communications to the board.

Objectives

  • Instill essential work habits that support effect functioning of the business
  • Increase employee adherence with company time & expense policies
  • Introduce new travel booking software and policies to reduce costs
  • Engage employees in learning that communicates company culture

Client

  • Multinational Sales Enablement Firm
  • 1,000+ employees
ROLE
  • Instructional Design
  • Scenario-Based Learning
  • Scriptwriting
  • Video & Motion Graphics Production
  • Systems Training
  • Mobile App Tutorials
  • Multi-language translation and voiceover
TOOLS
  • Adobe Premiere, After Effects
  • Adobe Photoshop, Illustrator
  • Screen Capture Tools
  • Time & Expense Reporting Software
  • ShareKnowledge LMS

Solution

Employees learn how and why to use the time and expense system, from the web or mobile app, via eight scenario-based videos that use a mix of motion graphics and screen capture sequences available in English, Spanish and Portuguese. Employees learn company policies and procedures on how to book corporate travel, via motion graphic and screen capture sequences available in English, Spanish and Portuguese.