Project Overview

eLearning Showcase | Tools: Genially, TalentLMS

This is a portfolio showcase piece demonstrating my ability to analyze an existing learning experience, identify where it breaks down for learners, and redesign it into something more engaging, visually clear, and practically applicable, without changing the underlying content.

The source material is publicly available from Salesforce Trailhead's Sales Cloud Basics module. All original content belongs to Salesforce and is used here purely for instructional design practice and demonstration purposes.

The Design Problem

Sales reps weren't consistently using Salesforce data to inform their work, even though training was available. The existing Trailhead module covered the right content but presented it in a way that created unnecessary cognitive overload: text-heavy slides, limited visual hierarchy, and no meaningful interactivity to bridge the gap between learning and application.

Learners could complete the module and still walk away unsure which metrics actually mattered or how to use the dashboard in their day-to-day work. The content wasn't the problem. The presentation was.

My Role

Instructional Designer | Learning Experience Designer | eLearning Developer

I owned the full redesign from content analysis through visual design, interactive element development, LMS deployment, and gamification strategy.

The Approach

My guiding principle for this redesign was simple: don't change what's being taught. Change how it lands.

I conducted a content analysis of the existing module to identify where cognitive load was highest and where the learner experience broke down. The diagnosis pointed to three issues: information density, lack of visual hierarchy, and a passive reading experience that gave learners no opportunity to practice applying what they were learning before returning to their actual work.

Rather than rebuilding the content, I focused on restructuring the presentation, improving scannability, and adding one carefully chosen interactive element that would create a meaningful moment of applied practice without overwhelming the learner.

The decision to include only one interactive element was deliberate. More interactivity is not always better. In a 15-minute module, an overloaded experience would have undermined the clarity I was trying to create.

What I’d Do Differently

This redesign was intentionally constrained to the scope of the assessment, but if I were approaching this as a full learning strategy engagement today, I'd push further upstream and downstream.

On the front end, I'd conduct a proper performance consulting conversation before touching the content at all. If sales reps weren't using Salesforce data consistently, a better-looking module may not have been the real solution. The root cause could have been a workflow issue, a tool access problem, or a motivation gap that training alone wouldn't fix.

On the back end, I'd break the content into targeted microlearning units embedded directly within the Salesforce workflow as performance support, so learners could access the right information at the moment they needed it rather than completing a standalone module and hoping retention carried over. I'd also incorporate practice using live or simulated data to make the learning experience as close to real work as possible.

The redesign solved the presentation problem well. A full learning architecture engagement would have started with whether the presentation was the right problem to solve in the first place.