Explore Your Path Portal – Onboarding / Customer Education Platform

This video introduces the Explore Your Path Portal, the University of San Francisco’s flagship customer education platform used to onboard students exploring majors and careers. I collaboratively designed, launched, and promoted Explore Your Path web-based customer education platform using Drupal using a Design Theory process and support from a student advisory board and staff committee. …

Quarterly Business Review Sample Presentation RecastSuccess CSM Fundamentals

This was a Quarterly Business Review presentation I did as part of the RecastSuccess Customer Success Management certification program I completed in March 2023. In preparation for this QBR, I analyzed fake data on the progress of a change management initiative for a company called Customer Orange and prepared this presentation deck: https://drive.google.com/file/d/1zpPT… In the video, …