Learning an Evolving Product:
A Four-Step Framework

A module that teaches a simple, repeatable way to understand product updates in a fast-moving SaaS environment.

Project Overview

LedgerFlow, a fictional financial operations platform, releases frequent product updates that directly affect users’ month‑end workflows. I designed an eLearning module that introduces a four‑step framework for learning any update quickly and confidently. The experience uses realistic scenarios, guided exploration, and targeted assessments to help users interpret changes, understand workflow impact, and locate the right resources at the right time.

Audience

Customers, Internal Support/Success Teams, Partners

Tools Used

Articulate Rise, PowerPoint (visual mockups and assessment deck), Google Docs (content drafting), Copilot

  • Led the instructional strategy and defined the learning architecture for the learning experience.

  • Translated complex product‑update behavior into a clear, reusable four‑step learning framework.

  • Designed and authored all content, including scenarios, micro‑copy, interactions, and assessments.

  • Built the full microlearning module in Rise 360, including visual layout and interactive elements.

  • Developed a complete assessment strategy aligned to learning objectives (formative + summative).

  • Simulated cross‑functional collaboration by making design decisions based on typical SME, product, and technical writer workflows.

  • Created the companion assessment slide deck to support evaluation and submission requirements.

  • Iterated on drafts to refine clarity, pacing, and alignment with the four‑step framework, and designed evaluation measures to guide future improvements.

Responsibilities

Note: This project was created independently using generative prompts. In a real production environment, I would collaborate with product managers, SMEs, technical writers, and enablement teams to validate accuracy and align the learning experience with actual update workflows.

The Challenge

LedgerFlow’s users struggled to keep up with frequent product updates, often relying on ad‑hoc communication or incomplete information. This led to confusion about workflow impact, inconsistent troubleshooting, and reduced confidence during critical accounting periods. The organization needed a scalable, update‑agnostic learning approach that empowered users to stay current without requiring a new training for every release.

The Solution

I created a microlearning module centered around a four‑step update‑learning framework:

  1. What Changed — Plain‑language summary of the update

  2. Why It Matters — Workflow impact and implications

  3. How to Use It — Hands‑on exploration and in‑app guidance

  4. Where to Learn More — Resource ecosystem and self‑service support

Learners apply the framework through a realistic scenario involving a UI and logic enhancement. They practice interpreting changes, using in‑app guidance, and selecting the right resource for their needs. The module concludes with a summative assessment that reinforces mastery and resource literacy.

My Process

Learning Model and Theory Integration

This project design draws on several learning science principles:

  • Cognitive Load Theory: Chunked content, plain language, and a simple four‑step model reduce overwhelm.

  • Adult Learning Theory: Workflow‑relevant examples and problem‑centered scenarios support immediate application.

  • Constructivism: Learners make sense of updates through guided exploration and decision‑making.

  • Retrieval Practice: Formative and summative assessments reinforce retention.

  • Just‑In‑Time Learning: Resource ecosystem teaches learners where to find answers independently.

    • Researched and reviewed common update patterns, user pain points, and cross‑functional workflows.

    • Identified the need for a reusable framework rather than update‑specific training.

    • Mapped learning objectives to interactions, scenarios, and assessments.

    • Created a four‑step model to structure content consistently.

    • Built the module in Rise 360 using visuals, hotspots, scenarios, and matching activities.

    • Developed a companion assessment deck for submission.

  • For this prompt‑based project, implementation was simulated.

    In a real environment, I would partner with SMEs, product teams, technical writers, and enablement stakeholders to validate accuracy, refine examples, and ensure alignment with release processes.

    • Designed assessments to measure framework application, workflow interpretation, and resource literacy.

    • Planned data analysis to inform future refinements.

Reflection: Project Takeaways

Key Learnings

  • A reusable framework empowers learners to stay current without requiring new training for every update.

  • Scenario‑based learning increases confidence by mirroring real product experiences.

  • Resource literacy is essential — learners need to know where to find answers, not just what changed.

  • Even in a prompt‑based project, designing with real‑world constraints in mind ensures the solution is implementation‑ready.

Enhancement Opportunities

  • Add optional deep‑dive modules for more complex updates.

  • Create additional audience-specific scenarios by learner type for more targeted experience.

  • Expand the framework into a multi‑module “Learning the Product” series.

  • Incorporate analytics dashboards to track update‑learning trends across user groups.

  • Collaborate with SMEs to refine workflow accuracy and terminology alignment in a real deployment.