Simulating systems: Deliveringdigitaldifference
brightwavegroup.com
John BeatonHead of Production, Brightwave Group
First, a question:
What isSystems Training?
Simulate – don’t duplicate
The map is not the territory
Simulation modes• Show me
Demo mode: the learner watches the new system perform its functions ‘by itself’.
• Try itGuided practice mode: the learner is directed through a series of discrete tasks (most common)
• Role playCombines soft skills and system application.
• Test meAssessed simulation: knowledge and competencies marked and quantified.
What is Systems Training?
Show me
Try it
Your letter is now ready to print.
Select the first step in the process.
Tell me – try it
Your letter is now ready to print. The Print option is contained within the
File tab in the top ribbon.
Select the File tab in the top ribbon.
What is Systems Training?
Role plays
Role play scenario
What is Systems Training?
Communication
Communication
What is Systems Training?
Key screen explorer
Key screen explorers
What is Systems Training?
System walkthrough
Systems walkthrough1
2
3
4
What is Systems Training?
Assessment
Assessment
Question-based assessments
Summary• Role plays• Communication• System walkthrough• Key screen explorers• Assessment – simulation /
question
The challenges
Knowledge requirement1.New process / New system
An entirely new introduction to your internal business processes.
Learners and SMEs all starting from a point of limited existing knowledge.
2.Established process / New systemAn existing function within your business replaced or upgraded by a new system.
Existing organisational knowledge will need to be adapted and matched to new procedures.
3.Established process / Established systemExisting knowledge needs to be shared with new users – or reinforced to existing users.
Knowledge requirement• Timeline• Stability• Data• Access• Flexibility
Data capture and
scriptingTesting and deployment
Localisation and
maintenance
Design and planning
Content integration
The process
Design and planning
Data capture and
scriptingTesting and deployment
Localisation and
maintenance
Design and planning
Content integration
USA
Michael
Mouse
Walt Disney World Resort
Orlando
Florida
FL 32830
407-939-7000
UK
Elizabeth
Windsor
Buckingham Palace
London
SW1 1AA
0207 123 4567
Data capture
Data capture and
scriptingTesting and deployment
Localisation and
maintenance
Design and planning
Content integration
Scripting
Data capture and
scriptingTesting and deployment
Localisation and
maintenance
Design and planning
Content integration
Scripting – setting the scene
• Introduce characters• The backstory• The learner’s role• The learning
objective…• …and its
importance
Scripting – add in the detail
Data capture and
scriptingTesting and deployment
Localisation and
maintenance
Design and planning
Content integration
Explain things that happen by default if they're part of the process
“Susan would like to pay her monthly subscription by Direct Debit, so as this is already selected by default you do not need to change this.”
Think about flow. Don’t start every screen with the same text
• A screen is now displayed which…• Next you would…• You'd continue adding the
customer's details by…• Having selected…• You will notice that...
Be consistent within and between topics
“You would select File from the top menu bar, then Print.
(Note that in the live system, you could alsouse CTRL+P to do the same thing).”
Scripting – wrap it up
Data capture and
scriptingTesting and deployment
Localisation and
maintenanceDesign and
planningContent
integration
What did we do?What are the outputs?What happens next?“Amruta will receive a visit from the engineer on the arranged date.”
“Your manager will receive a request to….”
Mention some‘What Ifs’…“Note if the customercould not produce proofof ID, you would not be ableto complete the application,but you could save the detailsto retrieve later.”
Relevance for a different role
“If you don’t work in a customer-facing role, you would still follow a very similar procedure when dealing with internal requests.”
Scripting – Wrap It Up
Data capture and
scriptingTesting and deployment
Localisation and
maintenance
Design and planning
Content integration
Data capture and
scriptingTesting and deployment
Localisation and
maintenance
Design and planning
Content integration
Content integration
Testing and deployment
Data capture and
scriptingTesting and deployment
Localisation and
maintenance
Design and planning
Content integration
Localisation and maintenance
Data capture and
scriptingTesting and deployment
Localisation and
maintenance
Design and planning
Content integration
The process
Systemreadiness
System readinessScope
Prep
Capture
Script
Build
Review
Final
• Accurate scripting• Review script with
screen• Fewer review cycles
System readiness Scope
Prep
Capture
Adjust script
Build
Review
Final
Script
Review
Alpha
• Scripts 80% accurate• Increased review time • Early signoff should
reduce changes between alpha and final
Tools
Adobe Captivate
Assima
Articulate Storyline
When to keepit SIMple
SIMplicityBasic components• Screen grab• An instruction panel • A highlighted item to select • A hyperlink to the next
screen in the sequence• Optional: a home button to
return to the first screen
What does it look like?
Instruction Panel
Screenshot
Highlighted item to select (also a hyperlink)
What does it look like?
Instruction panel provides information as well as indicating what you need to click on
Can include icons such as mouse icon to highlight an instruction
Highlight the item to select in Bold to draw attention
The process• Script / plan • Set up your grab environment (screen resolution,
populate with any test data), or prepare grabs taken earlier
• Open up your template, insert new slide for each screen
• Take screen grab / insert earlier screen grab• Paste in screen, adjust position / size• Add instruction box and update the text• Add highlight rectangle• Add hyperlinks once all page in place• Export as PDF, check spelling / hyperlinks work
Why PowerPoint?
• Easily import text and graphics• Lay shapes over images and add
hyperlinks to internal content• Easy to maintain• Easily export PDFs to print and use
as local reference
Why not PowerPoint?
• Unlike a digital learning module, launched from a LMS, you cannot track progress and completion for compliance purposes
• Cannot test or record scores• Other factors include:
o System sizeo How much do you want to train?
The process – design and planning• What is it going to look like – colours,
fonts, branding?• What are the important steps we
need to cover?• What screenshots do we need?• What are we going to say on each
screen?• What do they need to click on?
Design and planning
Fonts
Colours
SIMplicity
The process – data capture and scripting
Screen grabs
The process – content integrationo Create each pageo Insert each screenshoto Add the instruction text
The process – testing and deployment• Generate a release• Distribute release for review• Gather feedback (spreadsheet)• Update • Test• Release final
SIMplicity
The output
The result
Summary• What is systems
training?• Simulation modes –
show me, try it, role play, test me, key screen explorers, system walkthroughs
• The challenges• Different learning needs• The development
process• Keeping it SIMple
Thank you
brightwavegroup.com