My approach involves recognizing that each course has its own purpose and audience. I work with the Subject Matter Experts and others to gain a true understanding of both, then use the Articulate tool to bend that information into digestible and clear instruction.
A course meant to walk experienced, but new, processors aboard and review a basic file along with the details and processes that come with it.
A live course/reference guide for all of our processing team as they were using the Bridge system in conjunction with their daily work.
General Education — Elementary, Middle, High School, Adult Ed, Adult Test Prep, College Students, Job Seekers, and Teacher Training.Accounting/Financial- Accounts, CPAs, CPA Compliance Organizations, Bookkeepers, Accounts Receivable, Accounts Payable, Billing
Construction — CEO, CFO, Bookkeeper, Payroll Clerk, CPA, Contractors, Field Workers, Utility Workers, Subcontractors, Project Managers, Accounts Payable, Accounts Receivable, Bid and Estimation Team, and all Gov. Contracting related positions, payments, reporting, and benefits.
Operations — HR employees & Systems Implementations, Payroll Processor and Director, Systems Implementations, Benefits Coordinators, Recruiters.
Mortgage Lending — Underwriter, Processors, Jr. Processors, Closing Specialists, Brokers, Compliance, Licensing, Tech and Systems, C-Suite.
IT, Software, and Systems — Front End Users, Developers, Programmers, Project Managers, CPA’s, Contractors, Security Personnel, Government Mortgage Systems, Government Contracting Systems, SAAS Environments, Call Center Software, Data Center Technicians, Data Center Security, Data Center Leadership, and IT Teams.
Onboarding — Mortgage Processors and Underwriters, Call Center Representatives, Insurance Brokers, Insurance Agents and Staff, Implementation Specialists, Physical Security, Cybersecurity, IT, Trainers, Instructional Designers.
Sales and Marketing — Sales Professionals, Sales Enablement, Insurance Brokers, Mortgage Brokers, Software Sales, Inside/Outside Sales, 401k/Retirement Brokers, Marketing Copywriters, Social Media Specialists.
Customer Service — Call Center Representatives, Trainer, Training Support, Cable Customers Representatives, Utility Customer Service, Retail, Restaurant Servers and Staff.
Accounting/Financial — Accounts, CPAs, CPA Compliance Organizations, Bookkeepers, Accounts Receivable, Accounts Payable, Billing.
Insurance — Customers Service, Agents, Sales Representatives, C-Suite, Brokers, in Health, Life, Dental, Vision, Property, Casualty, and Beyond.
