604 On Demand and Just in Time: Using Interactive PDFs for Side-by-side Training

1:00 PM - 2:00 PM Thursday, June 9

Design

Lone Star F

Binders. One-sheets. Printouts. For salespeople and those who work on the road, the backseat is full of them. They are used not only for collateral but also for training customers on products and services. But are these the right tools? What if the customer has only five minutes? How can an individual quickly and efficiently discuss a topic in an engaging way and avoid the paper clutter?

In this session, you will see a solution to the endless paper and unclear training objectives by using interactive PDFs specifically designed for tablets. You will explore how Comcast employs a unique solution used by account executives (AEs) whose role is to support third-party dealers that sell Xfinity services. AEs, with the use of their iPads, access a portal, select a product or service from the list, and engage in a quick and targeted side-by-side training with a dealer, focusing on an entire product line or just one feature. The interactive design allows for complete customization and on-demand needs.

In this session, you will learn:

  • How using interactive PDFs specifically designed for tablets provides a solution to the endless paper and unclear training objectives
  • How Comcast employs a unique solution used by AEs whose role is to support third-party dealers that sell Xfinity services
  • What side-by-side training looks like using a mobile device (we will do a fun role-play)
  • How you can start the discussion in your organization to craft a similar solution

Audience:
Novice to advanced designers, developers, project managers, and directors.

Technology discussed in this session:
Adobe InDesign for interactive PDFs and Articulate Storyline 2 for a content portal.

Britney Cole

VP, Innovation

Blanchard

As vice president of innovation and the head of the Blanchard Innovation Lab and Experience Center, Britney Cole is a visionary leader who positively impacts lives through cutting-edge solutions that drive personal, professional, and organizational growth. With nearly 20 years of experience in corporate training and leadership development, Britney is a highly sought-after consultant, speaker, and thought leader. Her mission is to help employees learn new skills, enable managers to lead their teams effectively, and assist executives in running their businesses.

Sara Berry

Program Manager, Retail/Indirect

Comcast

Sara Berry, a program manager for learning and development at Comcast, designs dynamic training material for Xfinity sales reps, ranging from interactive PDFs to live virtual training sessions. Prior to Comcast, she designed and developed engaging training and marketing material for AT&T sales reps. Sara started her career as a trainer with the Nielsen Company, where she onboarded new employees for its TV ratings. Sara is passionate about condensing complex content into simple yet impactful information. She’s fascinated with branding and logos and is also a graphic designer.

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