Ullu Learning Design
Work Examples | Shared Services Onboarding

Shared Services Onboarding

Corporate Onboarding
Client
Global insurance firm
Scope
Three roles, two departments
Tools
Rise, Storyline, Vyond, Camtasia, Adobe Creative Cloud
Need

A global insurance firm reorganized into a shared services model. Each new role needed a clear onboarding path. The organization also faced ongoing challenges with change management, communication, process standardization, and consistent system use.

Approach

Partnered with client leadership and staff over two years to build onboarding and refresher training for the new shared services organization. Each project began with a needs analysis and ended with a tailored curriculum.

Created onboarding plans for three new roles, with teams of 15 to 50 people.

Expanded the work to include refresher training for two shared services departments.

Interviewed leaders and staff to assess each role’s and department’s needs.

Facilitated working sessions using action mapping to connect business goals to performance gaps.

Presented findings and a recommended approach to leadership. Flagged non-training needs, such as change management and communication.

Designed curricula of 10 to 20 modules each, built around four learner questions: Who do I work with? What do I do? Why does it matter? How do I do it?

Built scenario-based interactions, animated scenarios, and interactive decision trees.

Built with Articulate Rise and Storyline, Vyond, Camtasia, and Adobe Creative Cloud.

Currently designing a live workshop for 2027.

Outcome
92%
completion for an 8-module departmental refresher reaching about 600 employees globally

Feedback across the programs has been very positive.

“You explained this in a way that even helped me understand this better.”

Subject matter expert, on an interactive decision tree

“Thanks for all the work you have put into this. It is REALLY GOOD!”

Department manager
Work Samples

Inside the program

Action mapping outcomes

Action mapping output: a central goal linked to the on-the-job behaviors that support it
Action mapping session output. Business goals are linked to on-the-job behaviors and the gaps behind them.

Curriculum framework

Onboarding framework with five columns: Organization/Department, People, Productivity, Systems and Processes, each listing learner questions
Curriculum framework organized around four learner questions: who, what, why, and how.

Scenario-based interaction

A simplified recreation of a scenario-based interaction originally built in Rise and Storyline.

Decision tree

Decision tree that helps learners recall and distinguish between types of property insurance coverage. Recreated as a working interactive.
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