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Portfolio

Suncorpedia 
(CRM Assessment)

eLearning
Animation
A creative and memorable approach to assessing learner readiness for a CRM deployment.
  • Stakeholder Engagement, Storyboarding, Instructional Design, Visual Design, Scriptwriting, Voiceover, Animation
  • Lectora, Illustrator, Audition, Vyond

14

animations

6

characters

3,000

users

About the project

The Brief

Suncorp Bank had a Customer Relationship Management (CRM) application which was under-utilised and poorly supported by learning materials. No form of competency assessment existed.

A gap analysis identified that there was a general lack of CRM capability among frontline staff and this was likely to impact the Bank’s bottom line as they moved towards the implementation of a new banking platform that relied on accurate CRM data.

The Solution

I worked with a Capability Advisor and Project Lead to construct a proposal that would deliver a solution for the capability gap.

The old videos were replaced by a fresh introductory module and a new Assessment module was built to ensure a minimum benchmark level of understanding existed in the staff before the new banking system was implemented.

Leveraging my animation experience and a team interest in the potential of gamification in learning, I designed a module around the concept of a game show (Suncorpedia), complete with cheesy host and a series of questions that challenged learners to reach a stated score.

This solution respresented a significant and strategic leap forward creatively for the Bank L&D team.

Matthew Searle

My mission is simple – to leave people more confident and capable than how I find them.

Available for hire

Yes, I am currently available for freelance work.
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