Software Instructional Videos

Created, directed, and executed a large-scale project to increase client satisfaction. For over 950,000 software users, the training content is widespread and aims to make software usage increasingly accessible for different schedules and time zones.

Year
2024

Let me paint you a picture.

You are a construction company owner or administrator. You recently bought a subscription to a highly-rated project management software. The software professional told you that the system would save you time and money, was easy to learn, and had the highest-rated customer support. All of these things are true, but you have come across a roadblock.

You have a very busy schedule. You can’t exactly just set aside an hour per week to sit down with a Product Specialist to train on this system. Maybe you have Saturdays free, and you want to dedicate an entire Saturday to learning the system. Maybe you live in a different time zone and you can’t find a reasonable time to set up a meeting.

Regardless, training sessions are not accessible or comfortable for you.

You look for existing resources and you find the Knowledge Base. The Knowledge Base, though, is huge. You don’t even know where to start. Not only that, but a lot of the articles only have one or two photos, and you really just need someone to walk through the process with you.

Now that you have the picture, here is where I enter the story.

I started working at UDA Technologies in December of 2023. I almost immediately saw the need for training videos. I had other responsibilities, but the instructional videos stayed in the back of my mind.

My company went to the largest construction trade show in the world at the end of February, and very soon after we returned to Auburn, I knew it was time to get started.

I continued asking my superiors when we could start on this project. They expressed that it was something they had wanted to start for years and something they had done with an old product, but something was holding them up. There were always questions about creating an intro for the videos, who would start making them, how long they needed to be, and the list goes on.

By mid-late March, I took the initiative.

I started planning. I created a spreadsheet, broke it up by different modules, and started drafting ideas for an introductory sequence. Finally, after presenting my information to my executive team, I got the green light to delegate these topics to my colleagues.

My Responsibilities

  • From the very beginning of the project, it was my responsibility to properly organize the project. This means that I created an outline, a detailed file structure, and elaborate instructions for the instructors.

    My first step was to explore the software. I identified each major feature, then where that feature could be broken down, then which topics should be explored within the subcategories.

    I created an elaborate spreadsheet. Approximately 200 topics were identified.

    The next step was to lay out an organized and easy-to-use file structure. Within a shared Google Drive folder, I included the master list. Attached to the master list was the elaborate recording instructions, detailing how to use the recording software, best practices for instruction, and where to locate the completed files. Then, included in the master folder were additional levels of sub-folders. A visual representation of the file structure can be found below.

    By taking the steps to set the project up from success from the start, my team has found the system that I set up to be easily accessible. Everyone is able to upload their recordings and document required details seamlessly.

    This process has benefitted everyone on my team. My colleagues have been able to save time, no files have gotten lost, and collaboration is incredibly easy.

  • As mentioned in the previous section, I started by laying out the structure of the videos, documenting elaborate instructions, and making contributions accessible to all of my colleagues.

    Even though I was still a relatively new employee, I had been appointed as the leader of this project. This meant that I had to establish myself as an authority figure, ensure that contributions were being made, and be the main point of contact for the entire project.

    Initially, this task was understandably challenging. Even though I had been told by my superiors that I was the leader of the project and I had the authority to delegate these tasks to others, they had not relayed the same information to my colleagues. Therefore, I had to ensure I was making the right progress on this project while also not causing conflict in the workplace.

    After respectfully and professionally meeting with my colleagues and explaining the project, the needs, and the resources available to them, I was able to easily resolve this challenge. I also found that recording videos and contributing in that way myself made the entry point for others much easier. It took some time for my team to get accustomed to me being the authority figure for this project, but not once did I ever receive any pushback.

    In reality, the opposite effect took place. My colleagues and I grew closer, they trusted me more, and their respect for me as a contributing and responsible team member grew tremendously.

  • Here is where I could put my Adobe Creative Cloud proficiency to use. As I was increasingly able to gather raw clips from my colleagues, I began editing the videos in Premiere Pro. My company's graphic designer sent me the completed introductory sequence, and I began editing.

    I applied the introduction and the raw footage. Then, I adjusted the audio levels to match the introductory sequence with each individual video. I made seamless cuts when needed, and applied additional graphics and/or effects as needed.

    Audio levels were adjusted at the start, but naturally needed to be adjusted throughout the sequences. Since it is human nature to speak at different volumes, this was to be expected. My expertise in Premiere Pro and Adobe Audition allowed me to seamlessly edit audio files, even though the recording circumstances/equipment were less than ideal. I then used the Adobe Media Encoder to export each video, and they were ready to go.

    Once videos were completed, I added the completed shared file into the master list as a hyperlink. This way, when my executive team decided to move forward with the videos and post them to the public, they were immediately accessible, and all details were already identified.

Before

After