Selected case studies

Six real projects from financial services operations L&D, plus four concept pieces against fictional briefs. The concepts use AI so I can show the thinking without exposing NDA-protected work.

Real work

Projects from my time in financial services operations L&D. Company names are anonymized; the work, decisions, and outcomes are real.

Fraud & Risk Operations

Financial Services · Fraud Prevention

Template-Based Curriculum Architecture

Six product teams wanted their own fraud training curriculum. There was no formal program, investigators were learning through tribal knowledge, an…

Impact: Compliance pass rates up ~15 points, post-training NPS +26%, and ~60% less build time per curriculum.

Articulate StorylineRise 360Illustrator

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Purple

Consumer Products · Retail L&D

Multi-modal learning ecosystem

Purple had a cult following but no formal L&D infrastructure. New retail partners needed product expertise fast; direct-to-consumer reps needed sof…

Impact: Retail reps skipped "the basics" by <mark>week 2 instead of week 6</mark>, and supervisor escalations dropped through a peak return season.

Rise 360Storyline 360Adobe IllustratorAdobe After Effects +2

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BENlabs

Media & Entertainment Technology

Rise 360 onboarding course + LMS deployment

BENlabs was growing through acquisition and needed a single onboarding experience that could orient new hires across business units, from AI resear…

Impact: One onboarding that lands for AI researchers and entertainment veterans alike — and seeded the company-wide LMS architecture.

Rise 360Storyline 360Adobe IllustratorAfter Effects +3

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Also: 4 AI-generated concept pieces

Fictional companies, real methodology. Built with AI to show the thinking without exposing NDA-protected client work.