The Challenge: Scaling training with limited enablement resources
Synchrony’s teams were responsible for supporting a large and constantly evolving sales organization. Tools like Salesforce, Seismic, and Workday changed often, and each update created a new training need.
Before iorad, much of the team’s training content was created manually using Word documents, screenshots, and Camtasia videos. That process took time, required extra production effort, and made updates difficult whenever a workflow changed.
“There are a hundred different ways to do things in Salesforce. How were we going to create all this training with minimal resources?”
The team also had to navigate security and compliance requirements. Training tools that required browser extensions or plugins created additional IT review cycles, which slowed adoption and added friction before content creation could even begin.
For a fast-moving organization with limited L&D headcount, the old process was not scalable. The enablement team needed a way to empower subject matter experts to create content themselves, without requiring instructional design support or complex tools.
The Shift: Letting SMEs create training directly
Synchrony adopted iorad to make tutorial creation faster, simpler, and easier to scale across teams.
Because iorad could support browser-native capture and sharing, Synchrony was able to avoid the plugin-related barriers that slowed down other tools. That made it easier to roll out across teams and get people creating content quickly.
With iorad, subject matter experts could document real workflows as they performed them. RevOps, IT, sales enablement, and even senior leaders could create interactive tutorials without needing design experience or dedicated training resources.
This changed the content creation model. Instead of relying only on a small enablement team to build every resource, the people closest to the process could capture what they knew and turn it into usable training.
The Outcome: Faster content creation and broader adoption
iorad reduced Synchrony’s training build time by over 90%. What previously required hours of screenshots, editing, or video production could now be completed in minutes.
That speed made it easier for teams to keep training current and respond to changes across systems like Salesforce and Seismic. Instead of letting documentation fall behind, teams could update or create tutorials as workflows evolved.
iorad also gained adoption beyond the original training use case. Walkthroughs were used by RevOps, IT, sales enablement, and executive leadership, showing that the format was useful across different levels and functions of the organization.
Why it worked: Interactive training that mirrors real workflows
Synchrony needed training that could keep up with the pace of change without sacrificing clarity or quality.
iorad helped by turning actual workflows into interactive tutorials. Instead of asking learners to rely on static PDFs or outdated videos, teams could give users walkthroughs that mirrored the real tools and steps they needed to complete.
That made the training more practical, easier to follow, and more useful at the moment of need.
Looking ahead: Reusing tutorials across more business needs
As iorad adoption grew, Synchrony found new ways to use tutorials beyond internal enablement.
Teams repurposed walkthroughs for client onboarding, product analysis, competitive intelligence, and client-facing explanations of complex workflows. A tutorial created for one internal training need could be reused in multiple contexts, increasing the value of each asset without requiring extra production time.
For Synchrony, iorad became more than a faster way to create training. It became a scalable way to capture knowledge, reduce production bottlenecks, and help teams share clear process guidance across the organization.