Brivo has been expanding its business and bringing in many new customers, who were traditionally trained by our partners and sales team. To standardize the onboarding experience and reduce the time burden on trainers, I created a YouTube video that walks new customers through the Brivo Access platform interface and touches on key features.

I worked closely with the Brivo Access project manager as my Subject Matter Expert (SME) to identify key areas of focus and ensure the content aligned with common customer questions and onboarding needs.

Overview

The Process

After consulting with my SME, I developed a detailed storyboard and led an iterative review process with multiple stakeholders to refine both the content and instructional approach. I then produced the video using Audiate for a natural, conversational voiceover that would feel approachable to new users.

To create an immersive experience, I incorporated real screenshots and screen recordings of the Brivo Access platform, giving learners a realistic introduction to the interface and key features.

Results and Takeaways

Full Development

Text-Based Storyboard

Once the storyboard was done, I built the video out in Camtasia. I used SnagIt to capture screenshots of the platform; Camtasia to capture videos; and Audiate to generate the voiceover and avatar.

To set the context, I opened with a brief scenario that asked learners to step into the shoes of a customer without Brivo Access—highlighting the everyday frustrations of managing security manually and setting up the “why” behind choosing our platform.

For learner-friendliness, I used screenshots to represent static platform views and keep the pacing efficient, while incorporating screen recordings for dynamic actions like logging in or navigating between tabs, giving learners a clearer sense of real-world usage. To guide attention and improve clarity, I highlighted the mouse cursor and added callout boxes around key elements, ensuring viewers could easily follow along and focus on the right areas.

For accessibility, I added on-screen text throughout the video to reinforce the voiceover and support viewers who may be watching without sound or who benefit from visual reinforcement of key concepts

Once the draft was complete, I shared it with stakeholders for final input, making small refinements for better clarity and flow.

This video has proven valuable to both partners and customers, accumulating the second highest number of views in our Brivo Access series. It's also received positive feedback from the sales teams and partners, who appreciate it as an efficient way to complete Brivo Access introductory training in a single session.

Additionally, creating this video was a valuable exercise in video production and editing. Unlike my e-learning courses, which often include interactivity and pauses, this video required seamless transitions between segments. This project reinforced for me how essential storyboarding is—without a clear plan upfront, it’s challenging to ensure a smooth and cohesive flow throughout the video.

I developed a text-based storyboard in Google Docs that outlined the voiceover script alongside planned on-screen visuals. Throughout the process, I gathered feedback from multiple stakeholders and refined the content through several rounds of review. When feedback was delayed, I kept the project moving by proactively following up with the SME to maintain momentum and ensure that the content was correct before production began. I incorporated suggestions when they supported learner understanding, and gently pushing back when revisions risked adding unnecessary complexity or confusion.