Keeping Financial Records Accurate
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Target Audience: Finance team members handling reconciliations between sub-ledgers and the General Ledger.
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Experience Level: Mix of junior and mid-level employees familiar with ERP systems but inexperienced in high-pressure reconciliation tasks.
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Learning Goals: Reduce mismatches, improve accuracy, and strengthen judgment under time-sensitive conditions.
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Context: Critical month-end close workflows where small errors can delay reporting and create compliance risks.
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Constraints: Employees know system navigation; learning must focus on decision-making and error prevention, not procedural steps.
Gap Analysis
Conducted needs assessment to identify where manual reconciliation errors occurred and which knowledge/skill gaps led to mismatches.
Scenario Design
Developed branching exercises mirroring real sub-ledger vs. General Ledger reconciliation tasks, enabling practice in context.
Formative Assessment
Embedded checks and immediate feedback at each decision point to reinforce correct processes and highlight risk patterns.
Data & Analytics
Learning analytics dashboards captured learner decision patterns, enabling targeted coaching and continuous improvement.