Resetting User Association Demo

Client: Box

Brief: Specific users integrate their Box enterprise content with Salesforce data to elevate their business processes seamlessly. Box end users are facing record access issues via this Salesforce integration. The Box Education team is looking to house a short yet engaging solution on their Box University page, demonstrating how to reset the user association in order to resolve the issue.

Learning Solution: Visual Multi-Media Demo Video

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Tools Used: Camtasia, Reaper, Adobe Illustrator

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The Process:

I begin by conducting a thorough needs assessment, gathering insights from interviews, support tickets, and past data to identify where users are struggling and uncover patterns.Next, I collaborate with SMEs, define objectives, and determine the key actions users need to perform. I then select the right media and storyboard the content.In production, I develop the solution. After internal reviews, we launch the video, complemented by additional resources like FAQs. Finally, I assess effectiveness through learner data—such as engagement, feedback, and completion rates—to make necessary adjustments and improve user experience.

Results:

Users reported quicker resolution of access issues, leading to efficient business processes.

Closed-captioned feature saw high user participation, indicating its value.

Learner data (e.g., video pauses, views, incompleteness) helped identify areas where users struggled.

The troubleshooting series led to a reduction in user-reported issues.

Design Document

This document outlines the purpose, stakeholders, structure, content, risks, evaluation methods, and objectives of the demonstration video, serving as a guide for its development and implementation.

Snippets:

Storyboard

I created this storyboard to streamline production for the how-to video. This visual aid simplifies the process of sharing and explaining the video’s structure, while also helping to manage production efficiently.

Snippets:

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Resetting User Association Demo

Design Document

Storyboard

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