MY ROLE

INSTRUCTIONAL DESIGNER
E-LEARNING DEVELOPER
SCRIPTWRITER
STORYBOARD DEVELOPMENT
VISUAL DESIGN
AUDIO PRODUCTION
VIDEO EDITING
MULTIMEDIA PRODUCER
VOICE NARRATION
LMS IMPREMENTATION

CLIENT

INTERNAL ACCOUNTS PAYABLE

AUDIENCE

STAFF WHO WILL USE A UNIVERSITY CREDIT CARD

DURATION

10:19 MINUTES

TOOLS

ADOBE CAPTIVATE
ADOBE PHOTOSHOP
ADOBE ILLUSTRATOR
ADOBE AUDITION

Business Challenge

Employees returning from business travel needed a clear, standardized process for completing expense reports in SAP Concur while complying with CSU travel policies. Common challenges included calculating per diem, attaching credit card transactions, documenting out-of-pocket expenses, resolving system alerts, and submitting reports within required deadlines to avoid reimbursement delays and travel card restrictions.

Learning Solution

I developed an interactive simulation-based course that walks learners through the complete expense reporting process using realistic system demonstrations. The course explains not only how to complete each task in Concur, but also why each step matters, reinforcing policy requirements, reducing common errors, and improving confidence with reimbursement procedures.

Project Highlights

• Demonstrated complete end-to-end expense report workflow
• Simulated creation of travel allowance itineraries and per diem calculations
• Explained reconciliation of travel card and out-of-pocket expenses
• Guided learners through receipt requirements and documentation standards
• Included troubleshooting for system alerts and validation errors
• Reinforced CSU travel policy and submission deadlines
• Introduced mobile applications that streamline receipt management and travel organization

Impact

This training standardized the expense reporting process across the university by providing employees with a practical, task-based learning experience. Learners gained a clearer understanding of reimbursement procedures, policy requirements, and the relationship between travel requests, expenses, and approvals.

By reducing common reporting mistakes, encouraging timely submission of expense reports, and explaining how to resolve validation issues independently, the course helped improve administrative efficiency while supporting faster reimbursement processing and greater compliance with CSU travel policies.

Core Competencies

• Learning Experience Design
• Process Analysis
• Software Simulation Design
• Workflow Visualization
• Performance Support Design
• Policy Interpretation
• Information Architecture
• User Guidance Design
• Quality Assurance
• Stakeholder Collaboration

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