4 Replies
Wendy Farmer

Hi Jen

could you use characters that represent the people in your organisation's financial process and maybe use an illustrated flowchart and when the user clicks on a step there is audio narration and it opens a lightbox that displays the MUST KNOW text only - link to any other 'nice to know information' on your intranet.

Chris R

Better yet how about a workflow - sort of the factory for building financial information (reports, statements whatever) - and why they're needed, who needs them? CFO, Operating managers need timely accurate data to make informed decisions?

You could open it with a scenario - a manager/CFO has to make a decision and the reports are late or innaccurate. This leads into why they need what they need, when they need it.

Include interactions such as drag drop or click/reveal (states) - or let them try their hand at determining the correct order of steps either at the beginning of the process or as a knowledge check after they learn about the major milestones. Consider including fallout or risks if inaccurate information is provided from one team to another - inter-team dependencies sort of thing - all depends on the objectives - does the dept. want to simply inform or elevate their performance?

Keep in mind you don't simply want 'brochure-ware' that's a written manual published online and it's all just click read. Keep text to minimums - as Wendy stated - essential info up front, nice to know or reference info in markers or imported files under the Resources link.

Keep it interactive :)