Instructional Design Portfolio
Billtrust continuously enhances its Accounts Receivable platform with cutting-edge solutions. While promotional videos showcased product mockups, they lacked the persuasive power of showing the tools in action. My challenge was to create videos that served a dual purpose:
Give potential customers a real, hands-on view of the platform, making its value clear and tangible,
Maintain the marketing appeal needed to support Billtrust’s promotional strategy.
By the time this project came to life, I had already created multiple knowledge base videos with a purely instructional purpose — concise and informative. I decided to build on that concept and expand its focus: showcasing real problems that Billtrust products solve. This way, the videos not only highlighted the value of the new features but also gave potential customers a peek into how they work in practice.
Each video follows a clear structure:
Opening with a b-roll that highlights the pain points of working without the Billtrust feature being introduced,
A brief overview of the functionality and how it works,
A final segment showcasing the benefits, making the value of the feature clear and compelling.
To keep the marketing appeal strong, I crafted titles in a promotional style — catchy, benefit-driven phrases that grab attention while reinforcing the feature’s value.
This approach combined storytelling with practical insight, ensuring the videos were both informative and marketing-driven.
💻Type: Video series
🧔Client: Billtrust
🗓️Date: Q3 2025
📍Articulate Storyline
📍Adobe Photoshop
📍Adobe Illustrator
🎯Instructional design
🎯Video editing
🎯Graphic design
🎯Copywriting
🎯Managing content on Vimeo
As of December 2025, the Feature Focus series includes five videos for Collections, all created by me:
Task List: Don’t Forget It — Just Task It!
Smart Email Buttons that Drive Customer Action
Agentic Email: Your AI Assistant for Smarter Collections
Procedures: Stop Tracking. Start Collecting.
Dynamic Reports: Smarter Insights, Smarter Moves
More videos are waiting to be published.
I truly appreciate Billtrust’s support and approval to feature this work in my portfolio.
Your trust allows me to showcase the quality and impact of the projects we’ve collaborated on,
and I’m grateful for the opportunity to share this experience with others.