Workday’s Acquisition of HiredScore

Workday acquired HiredScore in April 2024. I was the Learning Designer assigned to the project to ensure our sales teams were ready to start selling HiredScore as soon as possible. This required working under extreme deadlines and a lot of ambiguity. The project included several deliverables including:

  • HiredScore Value Proposition and Messaging eLearning course consisting of 6+ videos (narrated by me) and a Discovery & Objection Handling Branching Scenario Activity built in Articulate Storyline. A version was also built specifically for Workday Sales Partners.

  • HiredScore Selling Fundamentals eLearning course built in Articulate Rise.

  • HiredScore Pitch Certification for Sales. This included teaching managers how to certify their sales teams on how to pitch HiredScore, making sure the sales teams completed the eLearning courses and properly prepared for the pitch, and ensuring managers scheduled and completed the certifications.

  • Highspot pages to contain all assets including 5+ job aids.

  • HiredScore AI for Talent Mobility microlearning course to introduce a new product to salespeople who had already completed certification.

  • Workday Learning LMS used to assign required Learning Campaigns or Launch Integrations with Enrollment EIBs. All reporting also created in Workday.

Image shows screenshots of one course in Workday Learning, a portion of one video, the branching scenario activity, a progress tracker slide, one of the Highspot Sales Play pages, and one of the Articulate Rise courses.

Image shows participation analytics from 4/29/24 through 8/6/24.

Workday Sales Partners courses for the Referral Track

A key company initiative for Workday included the development and roll-out of a Sales Partner program. I volunteered to step in and assist while recruiting and hiring took place. During that time, I created the Workday Sales Partner Orientation and Role Overview: Sales Referral Partner courses. I also created a private SPOT on Highspot, and reviewed and assisted with program guides and job aids. I then helped onboard and transition content to the newly hired Sr. Learning Designer.

 

Workday Way: Opportunity Management with SPEED

This course introduces Account Executives and other sales professionals to activities to complete at each stage of the sales cycle. It also includes a video on populating the Salesforce Deal Tracker according to activities completed.

Highspot

This eLearning was designed to introduce Highspot to Zeta’s Sales Representatives. It includes an animated Vyond video that depicts an under-performing sales rep who does not use Highspot vs. a highly successful sales rep who uses Highspot appropriately.

 

Level of Effort (LOE) Requests for Technical Services

This eLearning was created to introduce Zeta Global employees to a new process. It included an instructional job aid, an animated Vyond introduction video, and screen recordings done in Camtasia.

The modules are short. Several contain video and/or interactivity.

 

DigITalks - Over 25,000 completions!

I created a series of mobile-friendly micro-modules to teach KONE Field Technicians how to use various apps on their mobile device. A few of the DigITalks were on Microsoft Outlook, Microsoft Teams, various SharePoint sites, and the Workday app. The modules are custom branded with KONE's "DigITalk" logo. Those who completed the modules by the due date were entered into a drawing to win a cool tech prize. We gave away power banks, Bluetooth speakers, and wireless earbuds. The goal was to increase the digital competencies of Field Technicians, so they would increase productivity by spending less time struggling with their device.

 

IBRT 2.0
(Installation Back Reporting Tool)

This was a beast of a project! The training was designed specifically for phones and was meant to mimic the actual app. Users tapped on items just as they would in the actual app. Ideally, guidance and tips would be built inside the app, or a tool like WalkMe would be utilized so learning could happen in the flow of work. Since that was not an option, this was my solution. The new app was necessary for Installation Field Technicians to report time and get paid, so it was VERY important.

Contact me for access to a demo video.

 
 

Business, Operational and Compliance Terms and Conditions

A co-worker and I teamed up for this large sales project. It consists of 14 Vyond explainer videos. The videos explain the following items:

  • Obsolescence

  • Liquidated Damages

  • Technical Survey Language

  • Safety

  • Code Compliance

  • Hazardous Materials

  • Price Escalations

  • Payment Provisions

  • Termination for Convenience

  • Termination for Cause

  • Schedule

  • Compliance Terms and Conditions

The animated videos make an otherwise dry topic more interesting.

Enterprise Contract Management System

I created the training content to introduce KONE Sales employees to the new Enterprise Contract Management System and processes. The eLearning module included a Vyond introduction video, process flows, animated GIFs, Camtasia videos, and more.

The module was created in Articulate Rise, so it would be easy to consume on the go for KONE's busy Sales teams!

Product Code Compliance

This eLearning module was designed to ensure KONE employees read and understood KONE’s Product Code Compliance policy. It also included real-life scenarios that allowed the learner to determine the best course of action to take to be code compliant. It featured a Storyline character as the pedagogical agent, and I narrated the course.

Over 200 people responded to the course evaluation. 

Feedback received:

  • It was very helpful & useful as presented.

  • Job well done. No changes needed.

  • Very helpful!

  • Training content and format was effective.

Introducing KONE employees to the Appian app.

Introducing KONE employees to the Appian app.

Example "real-world" scenario.

Example "real-world" scenario.

Example "real-world" scenario.

Example "real-world" scenario.

Sample eLearning on SCORM Cloud

You are welcome to test out a short eLearning course which is housed on SCORM Cloud. You must enter your name and email address to view the content.

Courses created for Workday

  • Workday Sales Partner Orientation

  • Role Overview: Sales Referral Partner

  • Workday Way: Opportunity Management with SPEED

  • Financial Acumen for Sales: Overview & Diagnostics

  • Financial Acumen for Sales: Interpreting Financial Statements

  • Financial Acumen for Sales: Ratio Analysis

  • Financial Acumen for Sales: Estimating Financial Returns

  • HiredScore Value Proposition and Messaging

  • HiredScore Selling Fundamentals

  • Introduction to Accenture Composable Financial Offerings

  • Workday VNDLY Value Proposition and Messaging

  • Workday VNDLY Selling Fundamentals

  • Workday Success Plans (WSP) for Sales

    *Updates to existing courses (not all-inclusive)

  • Machine Learning at Workday

  • Workday Way Overview

  • Introduction to Workday Technology

  • Introduction to the Value of Workday HCM

  • Introduction to the Value of Workday Financial Management

  • Introduction to the Value of Workday Specialty Products

  • Introduction to Workday SKUs and Packaging

  • Positioning Workday in the oCFO

  • Workday Core Financials for Sales

  • Workday Core HCM for Sales

  • Industry Perspective for Selling Financials

  • Workday VNDLY: Product Training for Sales and Presales

  • Workday Peakon Employee Voice: Product, Selling, & Certification

Courses created for Zeta Global

*not all-inclusive - does not include Articulate Presenter projects

  • Highspot - Sales

  • Level of Effort (LOE) Requests - Sales

  • CDP Playbook Quiz - Sales

  • Cross-Sell Playbook Quiz - Sales

  • ESP Playbook Quiz - Sales

Courses created for KONE

*not all-inclusive - does not include localizations, translations, revision work, and some simple assessments

  • KONE 24/7 Connected Services Kickoff - Service Sales

  • Contract Management: Service Contracting Process - Service Sales

  • ECMS 3.0 - Contract Management - New Equipment and Modernization Sales

  • Fast Track First - New Equipment & Modernization Sales

  • Legal Guide - Contract Terms - Sales and Managers

  • Service Business, Operational and Compliance Terms and Conditions - Service Sales

  • Digital Communication DigITalk - Field Technicians

  • eLibrary DigITalk - Field Technicians

  • Field Portal DigITalk - Field Technicians

  • Microsoft Outlook DigITalk - Field Technicians

  • Microsoft Teams DigITalk - Field Technicians

  • Saba Cloud DigITalk - Field Technicians

  • Workday DigITalk - Field Technicians

  • CR Snap DigITalk - Field Technicians

  • KONE Care Wireless Gateway - Field Technicians

  • IBRT 2.0 - New Equipment and Modernization Field Technicians

  • IBRT Policy Awareness - Installation and Modernization

  • KONE 24/7 Connected Services - Field Technicians and Managers

  • Elevator Component Identification Assessment - Sales

  • Executive Summary and Heat Map Assessment - Sales Leadership Continuing Education

  • KONE Care Marketing Tools Assessment - Sales Leadership Continuing Education

  • KONE Care Presentation Knowledge Check - Sales Leadership Continuing Education

  • Improving retention through MyPortfolio - Service Sales

  • KONE Care 24/7 Connect for Sales - Service Sales Representatives

  • Value Selling Assessment - Sales Leadership Continuing Education

  • KONE Care Marketing Cut Sheets Knowledge Check

  • Otis GEN2 Underslung Competitive Assessment - Sales

  • Otis GEN2 Underslung vs. MonoSpace 500 Competitive Assessment - Sales

  • Otis Hydrofit Competitive Assessment - Sales

  • Otis Hydrofit vs. MonoSpace 500 Competitive Assessment - Sales

  • Schindler 3300 Competitive Assessment - Sales

  • Schindler 3300 vs. MonoSpace 500 Competitive Assessment - Sales

  • ThyssenKrupp Endura Competitive Assessment - Sales

  • TKE Endura vs. MonoSpace 500 Competitive Assessment - Sales

  • Staff Vehicle Fleet Policy - Staff

  • Field Vehicle Fleet Policy - Field technicians

  • Product Code Compliance – Staff

  • Retrofit Reporting Process - General Managers

  • KONE Credit Card Policy Training - Credit Card Holders

  • KONE Learning Specialist Training - Learning Specialists

  • Non-Piracy and Nondisclosure Agreement - Staff

  • California Meal and Rest Periods - CA employees

  • KONE Warranty Claims - Powered by Appian - Field Technicians and Managers

  • MonoSpace 300 Installation Videos - Field Technicians

  • Adding Customer Transaction Survey contacts to IMT - Installation Managers

Courses created for The Midland Group

*not all-inclusive

  • New Hire Orientation

  • HIPAA Compliance Training

  • Public Benefits Overview

  • Customer Service

  • Google “Tech Tips” video series

  • Calculating household income using MAGI (with corresponding calculator built using Adobe Captivate branching functionality)