Finance Files
From accounting concepts to real-world financial decisions.
From accounting concepts to real-world financial decisions.
The Finance Files is a self-initiated learning experience design project that reimagines traditional accounting training as an interactive workplace simulation.
Designed for new employees in finance and accounting roles, the experience places learners in a fictional finance department, where they investigate business transactions, make accounting decisions and resolve financial discrepancies.
Rather than relying on traditional knowledge checks or reward-based gamification, the experience uses meaningful challenges, exploration, decision-making and consequence-based feedback to help learners develop and apply foundational accounting skills.
Apps and Platforms: Articulate Storyline 360, Synthesia/HeyGen, Visme, PowerPoint
Design approach: Scenario-based learning, experiential learning, meaningful gamification, performance-based assessment
My role: Learning experience design, instructional strategy, content research, gamification design, storyboarding, visual design and eLearning development
Client: Self-initiated portfolio project (fictional business scenario)
Project status: In design and development
New finance and accounting employees need more than an understanding of financial terminology. They must learn to interpret transactions, recognise their implications and understand how individual accounting decisions affect financial records and reporting.
The Finance Files was conceived as a redesign of conventional, content-driven accounting training, shifting the focus from acquiring information to applying knowledge in realistic workplace situations.
The learning experience follows a new employee joining the finance team at Northstar Office Solutions, a fictional company preparing its month-end financial reports.
The central instructional challenge was transforming complex and interconnected accounting concepts into an engaging, practical learning experience without oversimplifying the subject matter.
Traditional gamification elements, such as points, badges and leaderboards, offered limited value for the intended learning outcomes. The design needed to encourage careful reasoning, meaningful decision-making and opportunities to learn from mistakes.
Another challenge was creating a coherent experience in which learners could progressively develop their skills, rather than completing a series of disconnected activities.
I designed a challenge-driven learning experience built around three interconnected missions:
Learners investigate financial documents, interpret transactions and distinguish between cash-based and accrual-based accounting.
Learners apply double-entry bookkeeping principles, record transactions and investigate how their decisions affect financial records.
Learners bring their knowledge together to identify financial discrepancies, evaluate supporting evidence and recommend corrections before reporting.
The instructional strategy is supported by two design artefacts:
The strategic design artefact
A one-page visual showing how the learning experience is structured around the three interconnected missions, how complexity progresses and how each mission contributes to the intended competencies.
How do learners progress from foundational knowledge to competence?
The learning mechanics artefact
A one-page visual explaining the key mechanics: meaningful decisions, autonomy, exploration, consequences, safe failure and mastery.
What motivates learners, and why are particular game design principles appropriate?
The game mechanics artefact
What makes the experience playable? What can learners do, what rules apply, and how do they achieve the goal?