E-Learning & Instructional Design

Learning that drives
real results.

With 15+ years designing and launching e-learning programs across financial services, automotive, energy, and healthcare — Carlson Data Systems turns complex technical and regulatory content into engaging, measurable learning experiences that move the needle.

15+
Years designing & launching e-learning programs
7,500+
Employees reached through WBT deployments
5
Industries: Financial, Automotive, Energy, Healthcare & more

Expert learning solutions for
mid-size to enterprise organizations.

Every engagement is hourly and scoped to your exact needs — no bloated retainers, no one-size-fits-all packages. Just focused expertise applied where it matters most.

🎨
Service 01

Instructional Design Services

From blank page to polished, SCORM-ready course — built around how your people actually learn.

Whether you need a single compliance module or a full curriculum overhaul, this service covers the complete design and development lifecycle. Rooted in adult learning principles and cognitive load theory, every course is built to reduce seat time while improving on-the-job performance.

Ideal for L&D teams that have the subject matter expertise but need a specialist to translate it into a polished, interactive learning experience — fast.

Best fit forMid-size to enterprise organizations with existing SMEs, complex or regulated content, and a need for SCORM-ready deliverables on a defined timeline.
What's Included
  • Storyboarding & scripting — Full narrative storyboard with on-screen text, audio script, interaction notes, and visual direction
  • Full course build — Developed in Articulate Rise or Storyline 360, with branching scenarios, knowledge checks, and custom interactions
  • Articulate Review rounds — Stakeholder review via shareable link with consolidated feedback cycles
  • SCORM/xAPI export — LMS-ready package tested for compatibility
  • Ongoing maintenance — Post-launch updates, content refreshes, and version control as regulations or processes change
Articulate RiseStoryline 360Articulate ReviewCamtasiaAdobe CC
🎓
Service 02

Online Software Training

Role-specific, self-paced training that gets employees productive in new systems — without the classroom.

Software rollouts fail when training is an afterthought. This service builds the bridge between your new system and the people who need to use it — with targeted WBT modules, simulations, and job aids designed for real-world application from day one.

Built on experience deploying training to 7,500+ employees across a major automotive enterprise, this service is designed for scale — with consistent quality across every learner touchpoint.

Best fit forOrganizations rolling out new ERP, CRM, or proprietary software to large employee populations, especially where content needs to reach diverse roles and technical skill levels simultaneously.
What's Included
  • Needs assessment — Identify skill gaps, audience profiles, and performance objectives before a single screen is designed
  • Storyboarding & scripting — Step-by-step software walkthroughs translated into engaging, learner-friendly narratives
  • Full WBT course build — Interactive simulations, screen recordings, and guided practice in Articulate Storyline or Rise
  • Job aids & quick reference guides — Printable and digital performance support tools for post-training reinforcement
  • Ongoing maintenance — Module updates as the software evolves, keeping training in sync with the live system
Articulate StorylineArticulate RiseCamtasiaMicrosoft OfficeLMS Administration
🎤
Service 03

Facilitation & Live Training

Engaging virtual and in-person sessions — including train-the-trainer programs that multiply your internal capacity.

Some learning happens best live. This service covers the design and delivery of instructor-led and virtual instructor-led training (ILT/vILT) — from one-time rollout sessions to ongoing train-the-trainer programs that build lasting capability inside your organization.

With experience facilitating enterprise-wide WBT rollouts via Microsoft Teams and delivering training across multidisciplinary hospital teams, this service is built for complex audiences and high-stakes content.

Best fit forEnterprise organizations launching new initiatives, compliance programs, or system rollouts that require live facilitation alongside self-paced content — or teams that need internal trainers equipped to carry the program forward independently.
What's Included
  • Session design & facilitator guides — Fully scripted materials with timing, discussion prompts, and activity instructions
  • Participant materials — Workbooks, slides, and job aids designed to complement the live session
  • Live virtual delivery — Facilitation via Microsoft Teams, Zoom, WebEx, GoTo Trainer, or Adobe Connect
  • Train-the-trainer programs — Equip your internal team to deliver sessions independently, with coaching and quality standards built in
  • Post-session support — Follow-up resources, Q&A documentation, and content updates based on learner feedback
Microsoft TeamsZoomWebExGoTo TrainerAdobe Connect

Built on 15 years of
making learning actually work.

Pauline Carlson is a Learning & Development leader and instructional design specialist with more than 15 years of experience turning complex, high-stakes content into learning that sticks. She has designed and deployed eLearning programs across financial services, automotive, energy, healthcare, and the public sector — building everything from single compliance modules to enterprise-wide training ecosystems reaching thousands of employees simultaneously.

Pauline brings expert-level proficiency in Articulate 360 — Rise, Storyline, and Review — and has led full program lifecycles from needs assessment and storyboarding through build, LMS deployment, and post-launch maintenance. Her work with a major automotive manufacturer included a WBT rollout to more than 7,500 employees. At Navy Federal Credit Union, she designs scenario-based training for member service representatives navigating complex financial regulations and compliance requirements.

She partners directly with subject matter experts and senior stakeholders to ensure every deliverable is instructionally sound, organizationally aligned, and built to measurable performance outcomes — not just completion rates. Based in Auburn, California, serving mid-size to enterprise clients nationwide.

Learner-Centered

Every decision starts with the learner's experience, not just the content to be covered.

Evidence-Based

Grounded in adult learning principles, cognitive load theory, and modern instructional science.

Custom-Built

No templates. Every program is architected for your specific audience, content, and context.

Results-Driven

Success is measured by what learners can do on the job after training — not just assessment scores.

PC
Photo coming soon
Pauline Carlson
Learning & Development Leader  ·  Instructional Design Specialist
15+Years in L&D
7,500+Employees trained
5Industries served
Core Expertise
Articulate 360 (Expert)Instructional DesignWBT / eLearningLMS AdministrationCurriculum DevelopmentILT & vILT FacilitationTrain-the-TrainerNeeds Assessment
Certifications
Certified WBT Designer & Trainer
ERP Trainer & Technical Field Support
GIS Skills Certificate
View LinkedIn Profile →

Our design process, simplified.

We follow a collaborative, iterative approach that keeps you informed and in control at every stage.

01

Discover

We start with a deep-dive into your organization, your learners, and the performance gaps you need to close.

02

Design

We craft a learning architecture — objectives, storyboard, interactivity map — before a single slide is built.

03

Develop

Content is built iteratively with regular checkpoints and feedback rounds to ensure alignment throughout.

04

Deploy

We deliver polished, LMS-ready assets and provide support for rollout, hosting, and ongoing updates.

E-learning that engages.
Results that speak.

A selection of projects spanning instructional design, scenario-based e-learning, and full curriculum development across industries.

🚗Case Study
Case Study

Enterprise WBT Rollout — 7,500+ Employees

End-to-end design and deployment of a web-based training program for a major automotive manufacturer, achieving measurable improvements in knowledge retention company-wide.

Articulate StorylineAutomotiveLMS Deployment
🔍Sample Preview
E-Learning Sample

Fraud Detection Training — VCAS Module

Gamified detective-themed e-learning module teaching fraud analysts to identify suspicious transaction patterns, with embedded simulations and knowledge checks.

GamificationFinancial ServicesCompliance
Case Study
Case Study

Energy Storage Technical Training Program

Full-lifecycle eLearning development for energy storage clients — translating complex electrochemical processes into accessible, engaging modules for diverse technical audiences.

Technical WritingEnergyArticulate 360
🏥Sample Preview
E-Learning Sample

Hospital ERP Onboarding Curriculum

Multi-track onboarding program for hospital personnel across clinical and administrative roles, covering a large-scale ERP rollout with role-specific learning paths.

ERP TrainingHealthcareCurriculum Design
🎲Sample Preview
E-Learning Sample

The Enchanted Module Path Game

A Storyline-built gamified board game for instructional designers — players navigate fantasy terrain, answer ID-focused questions, and unscramble a hidden phrase to reveal a shared team insight.

GamificationArticulate StorylineGame-Based Learning
E-Learning Sample

Microsoft Teams Shortcuts Quiz

Scenario-based knowledge check for member service representatives covering essential Microsoft Teams chat shortcuts — five real-world situations with immediate scoring feedback.

Video DemoKnowledge CheckMicrosoft TeamsFinancial Services

Screenshots and live demo links coming soon. Reach out to request a walkthrough →

Industries we've worked in.
Tools we've mastered.

We bring real context from highly regulated, complex industries — so your content is accurate, practical, and built for the realities your learners face.

Industries Served
Financial ServicesCompliance, regulations, fraud detection, member services — Navy Federal Credit Union
AutomotiveWBT rollout to 7,500+ employees, dealer & corporate training — Major Automotive Manufacturer
Energy & UtilitiesElectrochemical processes, technical documentation & eLearning — PG&E & Independent Grid Solutions
HealthcareERP onboarding, hospital software training, LMS deployment — ServiceHub Inc
Government / PublicTechnical communications, GIS-based data training & workforce development
Tools & Technology
Instructional Design
Articulate RiseStoryline 360Articulate ReviewCamtasiaAdobe IllustratorAdobe Photoshop
Facilitation Platforms
Microsoft TeamsZoomWebExGoTo TrainerAdobe Connect
Project & Data
AsanaMicrosoft Office (Expert)LMS AdministrationArcGIS / ArcProSQL
AI & Emerging Tech
ChatGPTClaude.aiGeminiVideo Production
Certifications

Certified WBT Designer & Trainer  ·  ERP Trainer & Technical Field Support  ·  GIS Skills Certificate

Let's Work Together

Ready to build something your learners will love?

Whether you have a fully scoped project or just an idea, we'd love to hear about it. Let's talk about what's possible.

Email Us (530) 559-8102