How we built CoreFlow's entire learning ecosystem
CoreFlow had a capable product but no way to teach it. The Training Desk became their outsourced learning & documentation team, and built everything their customers needed to adopt it with confidence.
The engagement in numbers
One module, taken end to end, the repeatable blueprint we apply to every client.
A finished product nobody knew how to use
CoreFlow had built a capable platform and won 4,500 customers, but adoption was fragile. New customers struggled through setup with no structured onboarding, and support answered the same questions every day.
There were no end-user guides, no administrator documentation, and no central place for teams to learn. As CoreFlow prepared its next release, leadership knew the product was ready, but the learning experience around it was not.
Hired as their L&D department
Rather than commissioning a single manual, CoreFlow brought us on to design a complete, connected learning ecosystem, everything their end users, administrators, trainers, and new hires would need, from implementation through long-term adoption.
We started by learning their product and their people, then built one consistent environment that every guide, video, and resource would share.
A repeatable, build-once process
Foundation first, then a believable product, then the learning ecosystem, so every asset shares the same screens, terms, and brand.
The CoreFlow environment we designed
Believable, consistent screens that became the screenshots in every guide, video, and quick reference.
Plus Team Hub and Schedule Center, designed in the same system and reused across every deliverable.
The complete Home Dashboard set
Twelve connected deliverables, each browsable on the web and downloadable as a branded client document. Every one links back to this case study.
Core guides & references
Self-serve support
Onboarding & delivery
Assessment & recognition
Foundations: Brand Board · Foundation Brief · Design System · Project Roadmap · Training Needs Analysis · Learner Personas · Learning Objectives
A complete learning ecosystem, and a repeatable framework for every release
Imagine this for your software.
If this is what we built for a fictional client, imagine what we'd create for your team. Let's talk about your training.
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