ShuttlerockCloud customer basics
Overview
A 5-minute microlearning module that gives new ShuttlerockCloud customers a clear, fast introduction to the platform’s essentials - AI controls, briefs, variations, brand profiles, and the creative workflow.
Built using adult learning principles to reduce cognitive load and help customers build a quick, accurate mental model of how to get started.
View the module
The challenge
New customers want to get started quickly and don’t have time for long-form training.
The original onboarding relied on isolated quiz questions and dense text, which made it difficult for learners to:
- understand how the platform worked end-to-end
- connect concepts such as AI controls, briefs, and variations
- know which parts were optional vs required
- build confidence before submitting their first project
This caused early friction and slowed time-to-value.
Learners needed:
- a simple, high-level overview of the workflow
- clarity on AI usage and privacy
- visual guidance on scaling creative
- a quick sense of “what to do first”
My approach
I approached this module using adult learning principles - sequencing content, reducing cognitive load, and presenting only the essential actions new customers need for their first project.
1. Defined the key messages
Prioritised the concepts customers need immediately:
AI controls, submitting briefs, understanding the workflow, scaling creative, and navigating review + approval.
This aligns with adult learning theory (Knowles): learners value content that is relevant, actionable, and tied to real tasks they need to perform right now.
2. Understood the learner
Customer onboarding is a moment where clarity and speed matter most.
I kept the experience lightweight and visual, focusing only on essential information that supports a quick, accurate mental model.
This is rooted in cognitive load theory - removing extraneous detail and keeping visuals simple supports comprehension and recall.
3. Designed a simple learning flow
The module follows a task-first sequence:
Welcome → AI → Workflow → Variations → Brand Profiles → Review → Quick Quiz → Next Steps
Each section delivers one concept at a time, supporting scaffolding (building knowledge progressively).
4. Built for clarity
I storyboarded the flow in Figma, then rebuilt it in Rise using:
- custom full-width visuals
- short instructional copy
- simple workflow diagrams
- callouts to highlight key decisions
- scenario questions for reinforcement
Visuals and copy were designed to reduce cognitive load and let the content lead.
5. Tested & refined
Reviewed pacing and comprehension with peers, adjusted microcopy, simplified diagrams, and refined scenario questions to strengthen decision-making practice.
This aligns with iterative design principles and helps ensure real-world applicability.
Explains AI transparency and user control using clean visuals and short, high-value text - applying adult learning principles to keep information relevant and actionable.
The solution
The final module delivers a fast, guided introduction to ShuttlerockCloud:
- explaining AI transparency and choice
- clarifying how briefs flow into production
- illustrating the end-to-end workflow
- showing how to scale creative with variations
- reinforcing brand consistency
- demonstrating review and annotation tools
The tone is friendly and practical, giving learners just enough to feel confident - without overwhelming them.
Shows how brand profiles centralise guidelines and assets - presented with icons and grouping to support rapid scanning and schema building.
Introduces review tools using an applied example - designed to reinforce the “three-step” review method through labelled hotspots and visual cues.
Results & reflection
Compared to the original content, this redesigned module:
- builds a clear mental model of the platform
- reduces early friction
- improves confidence for first-time users
- provides a structured, easy-to-follow experience
- helps customers understand “what to do next” faster
This project strengthened my approach to:
- applying adult learning principles
- sequencing information for clarity
- using visuals to reduce cognitive load
- designing for quick comprehension
- keeping learning task-centred rather than feature-centred
Next steps
This foundation can grow into a broader customer onboarding pathway, including deeper dives into briefing, approvals, and creative best-practice guidance.
Email me
katherinemcg@gmail.com
Find me on LinkedIn
linkedin.com/in/katherinemcg