Same skill, very different rooms.

Accountants

A national tax advisory firm · 2025 — now

Dense tax-credit software and compliance procedures for 2,000+ professionals. A manual wasn’t going to work, so learners practice in a simulated copy of the real software, with narration that explains why each step matters, not just where to click.

• An interactive CCH Axcess simulation for New Markets Tax Credit work, with a reusable design system and a build map so later modules stay consistent
• Tax quality-control training written twice, for two audiences with different technical backgrounds
• Workday onboarding training

Subject experts

A national tax advisory firm

The people who know the software best are accountants, not trainers. Rather than route every lesson through me, I’m building a process and guide so they can record their own walkthroughs, which will become a series of 10–20 training videos.

Dental teams

Willamette Dental Group · 2022 — 2023

Clinical staff needed to learn digital scanning, from calibrating the scanner to sending a case to the lab. They learn by watching, so I wrote, shot, voiced and edited 40+ short how-to videos, and built software simulations in Articulate 360.

• Worked with subject-matter experts to turn complex procedures into clear steps
• Peer-reviewed other designers’ courses to raise quality across the team

New hires

HR and systems training

Benefits, payroll and HR systems, one task per video. People don’t want a course, they want the exact step they’re stuck on, so each video answers one question.

Adult learners

Shangri-La Human Services · 2020 — 2021

Workplace-readiness training for adults with disabilities, adapted person by person to different learning needs and communication styles. When COVID hit, I moved the program to live training on Zoom and kept people engaged through the change.

• Trained, mentored and evaluated new job coaches
• Coached employers on communicating with disabled and neurodivergent staff