I help technology companies turn complex products, launches, and software changes into clear, scalable learning experiences that drive adoption. With nine years of experience across SaaS and K–12 education, I bring expertise in learning strategy, customer education, product enablement, curriculum architecture, and data-driven needs analysis. I design the systems and learning experiences that help customers understand products, confidently adopt new workflows, and get more value from the technology they use.
Available for fractional Learning & Development leadership and project-based consulting.
Fractional Learning Partner for SaaS Teams
Ways to Work Together
From focused project engagements to ongoing fractional leadership, I offer flexible support based on your team's learning and customer education needs.
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Find the gaps. Build the roadmap.
Have a growing library of courses, documentation, webinars, and resources, but no clear picture of what’s working or what customers actually need?
I’ll evaluate your existing learning ecosystem to identify content gaps, redundancies, usability issues, and opportunities to better support your customers and business goals.
What’s included:
Learning and content audit
Customer and learner needs analysis
Content gap assessment
Customer learning journey review
Recommendations for improving content and structure
Prioritized learning roadmap
Best for: SaaS companies with an established learning library that has outgrown its current structure.
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Turn a product change into confident user behavior.
Launching a new product, feature, or major software update? I’ll help you translate complex product changes into learning experiences that make adoption easier for your customers.
Starting with the customer problem, I’ll determine what users need to know, how they need to learn it, and which experiences will best support adoption.
What’s included:
Audience and needs analysis
Learning strategy
Curriculum or learning pathway
eLearning, video, or interactive training
Job aids and performance support
Launch-ready learning assets
Measurement recommendations
Best for: Product, Customer Success, and Enablement teams preparing for a major launch, migration, or product change.
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Senior learning expertise without the full-time hire.
Need someone to own learning strategy, but aren’t ready to build out a full-time Customer Education team?
As your fractional learning partner, I’ll work alongside your Product, Customer Success, Support, and Enablement teams to create the strategy, systems, and learning experiences your customers need.
I can step in to establish your learning function, lead a major initiative, or provide ongoing strategic and hands-on support.
What’s included:
Learning strategy and roadmap
Customer education and enablement
Curriculum and content architecture
Product launch support
Learning program management
SME and stakeholder collaboration
Content development and governance
Learning measurement and optimization
Best for: Growing SaaS companies that need experienced learning leadership without adding a full-time role.
Services
Learning Strategy & Architecture
Customer Education & Product Adoption
Let’s build scalable learning systems aligned to business goals, customer needs, and product adoption.
Let’s turn complex products, launches, and software changes into learning experiences that help users adopt and apply new workflows.
Learning Experience Design
Let’s turn strategy into scalable learning with eLearning, video, microlearning, assessments, job aids, and customer academies.
Content Operations
Let’s fix what’s not working with content audits, LMS/academy optimization, learning analytics, and content governance.
Impact
Explore the impact of some of my past projects. Each project reflects my drive to deliver thoughtful, effective training.
Training Strategy for Enterprise Software Overhaul
Led the end-to-end curriculum design and training strategy for a large-scale SaaS product overhaul, where thousands of nonprofit customers needed to successfully transition to new workflows without disrupting their operations. Poor adoption would mean increased support costs, customer churn, and damage to retention.
Challenge
A major SaaS product overhaul was going to disrupt thousands of nonprofit customers.
Business Risk
Poor adoption could increase support ticket volume, create customer friction, and affect retention.
What I Did
Analyzed support and adoption data
Conducted skill-gap analysis
Prioritized high-risk workflows
Partnered with Product, Success, Support, and Marketing
Designed the learning architecture
Built multimodal learning library
Created reusable/updateable assets
Results
98% adoption
9.17 CSAT score
Reduced customer support requests
Scaling Customer Education to 15,000+ Users
This curriculum comprised 50 instructor-led, eLearning, and microlearning courses that have been consumed over 94,000 times by more than 15,000 customers, making it one of the highest-reach training programs in Blackbaud's customer education portfolio.
Understanding the audience shaped every design decision. Learners were busy accounting professionals operating across global time zones, balancing compliance demands with day-to-day responsibilities. That context drove a deliberate choice toward efficiency and clarity.
The curriculum was built using a modern, lean production stack chosen to balance quality with maintainability:
Articulate Rise for responsive, self-paced eLearning
Articulate Storyline for branched software simulations
Camtasia & Audacity for video and audio production
Descript for captioning and accessibility compliance
Every tool choice was intentional, keeping content easy to update as the software evolved.
50
instructor-led and eLearning courses developed
15,000+
number of customers who consumed the courses
30%
increase in renewal rates for those who took training
Year
2022-2026
NASBA/CFRE Compliance Program Management
Blackbaud's Continuing Education program offers customers the ability to earn professional credits toward two highly regulated credentials — NASBA (National Association of State Boards of Accountancy) and CFRE (Certified Fundraising Executive). For customers in accounting and fundraising roles, these credits are a professional requirement.
When I took ownership of the program, it was at risk of noncompliance. With 1,500 courses, webinars, and conferences requiring accurate credit tracking, the cracks in the system had real consequences for customers, and for Blackbaud's standing as an approved credit provider.
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I stabilized and restructured the program from the inside out, focusing on the two highest-risk areas:
Credit tracking infrastructure. I overhauled the data and procedure systems underlying a library of 1,500 courses, building reliable processes where inconsistent ones existed. This meant customers could trust that the credits they earned were accurately recorded.
Contract and compliance management. I took over management of contract renewals with the credentialing bodies, ensuring Blackbaud maintained its status as an approved provider, a designation that, if lost, would have directly impacted thousands of customers' ability to earn professional credits through the platform. I expanded the scope of the program so that customers could earn professional credits for eLearning courses, as well.
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Protected the professional credentialing of 80,000 customers who rely on Blackbaud's CE program to meet licensing requirements
Significantly reduced compliance risk for Blackbaud as an accredited provider of NASBA and CFRE
Expanded professional credit offerings to eLearning courses, and trained internal staff on NASBA and CFRE requirements
Year
2022-2026
WCAG 2.1 AA Compliance Accessibility Audit & Remediation
As a customer education team serving tens of thousands of users globally, Blackbaud's learning materials needed to be usable by everyone, including learners with visual, auditory, and cognitive disabilities.
I conducted comprehensive accessibility audits across the full content library, spanning eLearning courses (Articulate Rise and Storyline), PDFs and job aids, videos, and instructor-led materials, evaluating each against WCAG 2.1 AA standards.
Impact
Remediated a broad content library against WCAG 2.1 AA requirements
Made learning materials accessible to a wider range of customers across ability levels
Reduced legal and compliance exposure for Blackbaud at enterprise scale
Sample Training Course
How to Write Effective Assessments in Articulate Rise
Explore this eLearning course I built in Articulate Rise about How to Write Effective Assessments. This course includes learning objectives, lively graphics, clear sections that divide the content, practical examples, and assessment questions that measure whether learners grasped the key concepts.
Medium
Articulate Rise
Year
2025
Sample Learning Design
Free K-3 Math Assessment Tool for Teachers
Explore this intuitive, beautiful, and highly functional assessment tool designed so that educators can quickly access quality math assessments without a paywall. The layout reads top-to-bottom in exactly the order a teacher thinks, and has a strong visual hierarchy with one clear primary action.
Medium
CSS/HTML
Year
2026
End-to-End LMS Migration
Migrated and developed 280 items for homeschool science curriculum.
This project included the end-to-end LMS migration of science curriculum from Canvas to Publish Anywhere for a K-12 publishing company. BookShark needed to urgently transfer their virtual curriculum from one LMS to another. I designed and developed over 280 lessons and assessments with an easily-navigable visual design to ensure that young students stayed engaged while completing their coursework.
Designing for young learners was a priority. With an audience of students ages 8-12, it was important to use UX/UI principles to design intuitive lessons and assessments with no distractions.
Medium
HTML/CSS, Standards Alignment, UX/UI
Year
2021
Get in Touch
Have a learning problem you're trying to solve?
Whether you're launching a product, rebuilding your customer education program, or need experienced learning leadership, let's talk about what your team needs.
Education and Conferences
NASBA Summit
2025
TechLearn Conference
2024
2024
2023