BFAA – E-learning course creation case study

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Video type:
E-learning courses
Technique:
Storyline Articulate
Industry:
Finance

About the client

BFAA is a non-profit organization established commonly by Latvian, Lithuanian, and Estonian Banking Associations in 2015 to operate a licensing system for individuals involved in providing investment advice/info and mediating insurance products by BFAA-affiliated companies.

The client aimed to enhance the quality and effectiveness of their training materials by replacing outdated courses with engaging, user-friendly e-learning modules that meet current design and accessibility standards. Providing the content in two languages ensured the training would be relevant to a broader audience across the organization’s regional operations.

Goal

The main goal was to convert 5 legacy e-learning courses and create 8 courses from scratch. Originally, we were provided an old e-learning course in static PDF format that had to be transformed into fully interactive digital modules using Articulate Storyline and delivered in both Estonian and Latvian. 

This included a complete visual redesign to modernize the look and feel of the courses, along with selective content updates based on feedback from Subject Matter Experts (SMEs).

Challenges

Dealing with the original course materials, which were provided in static PDF format. These documents were not structured for digital learning environments, making it necessary to interpret, reorganize, and reformat the content to suit interactive e-learning modules.

Managing bilingual development, as some courses had to be created in both Estonian and Latvian. This involved coordinating accurate translations, aligning timelines across two language tracks, and ensuring that visual and technical consistency was maintained in both versions. 

Incorporating ongoing feedback from Subject Matter Experts (SMEs). Content updates were received at different stages of development, which required agile project management and close communication between the design, development, and review teams to avoid delays and rework.

Our approach

To address the client’s needs for the BFAA project, Blue Carrot’s team adopted a structured, collaborative, and user-centered approach. The primary focus was on modernizing the visual presentation of the courses while ensuring content accuracy and accessibility across two languages—Estonian and Latvian. We also implemented additional QA steps to verify functionality and accuracy in both languages.

What we did

Content analysis and planning:

Screenshot from BFAA – e-learning course showing a woman thinking and a cloud with a light bulb near her head, and a text

We began by thoroughly analyzing the original PDF-based materials to understand the structure, learning objectives, and critical content. This informed decisions about layout, interactivity, and navigation in the new digital format.

Visual redesign and UI/UX focus:

Screenshot from BFAA – e-learning course showing two people looking at a bar chart with question marks

Consistent layouts, branding elements, and intuitive navigation were applied across all courses to create a unified learning experience.

Bilingual course production:

Screenshot from BFAA – e-learning course showing a bar chart with arrow, graphic, money, exclamation mark and text near

A parallel workflow was established to develop both Estonian and Latvian versions of each course. Close coordination with the client and native-speaking reviewers ensured linguistic accuracy and cultural relevance.

SME collaboration and content updating:

Screenshot from BFAA – e-learning course showing two people in the circle connected with lines to text boxes

Our team worked closely with Subject Matter Experts throughout the project to integrate updated information and ensure technical accuracy. Feedback was gathered in iterative review cycles to keep development aligned with expectations.

Quality assurance and testing:

Screenshot from BFAA – e-learning course showing two mans in suits, one of them with contract in his hands, and a text near

QA processes were applied to both language versions of each course, including functional testing, proofreading, and SCORM checks to ensure a polished final product.

Project breakdown

1

Discovery & Planning Phase

  • Review of original PDF-based course materials
  • Identification of content structure and core learning objectives
  • Definition of project scope, timeline, and deliverables
  • Coordination with client and Subject Matter Experts (SMEs)
  • Planning for bilingual development (Estonian and Latvian)
2

Design Phase

  • Development of visual design concepts and UI layout templates
  • Creation of graphic assets and slide templates
  • Definition of interaction types and navigation structure
  • Client approval of the visual style and sample slides

Tools & Technologies:

  • Adobe Illustrator – for graphic design
  • Figma – for wireframes and UI mockups
  • Articulate Storyline (early design mockups)
3

Content Adaptation & Localization Phase

  • Extraction and reformatting of PDF content
  • Minor instructional design updates based on SME input
  • Translation and linguistic adaptation to Estonian and Latvian
  • Synchronization of layout and content across language versions
4

Development Phase

  • Building interactive course modules in Articulate Storyline
  • Integration of multimedia elements, quizzes, and branching logic
  • Implementation of navigation controls and user interface
  • Uploading and organizing bilingual content

Tools & Technologies:

  • Articulate Storyline – main authoring tool for course creation
  • SCORM packaging – for LMS compatibility
5

Review & Quality Assurance Phase

  • Internal QA to test interactivity, functionality, and content integrity
  • Linguistic QA for both Estonian and Latvian versions
  • Final reviews with client and SMEs
  • Bug fixing and final adjustments

Tools & Technologies:

  • Articulate Review 360 – for collaborative course review and feedback
  • Excel / QA checklists – for issue tracking and resolution
6

Delivery & Handover Phase

  • Internal QA to test interactivity, functionality, and content integrity
  • Linguistic QA for both Estonian and Latvian versions
  • Final reviews with client and SMEs
  • Bug fixing and final adjustments

Results

Despite challenges, the team employed a structured workflow, clear communication channels, and a flexible timeline to adapt to changes efficiently. Regular internal reviews, collaborative tools, and phased delivery helped maintain momentum and quality throughout the project. These efforts ensured that the final product met both the client’s expectations and the practical needs of the end users.   

As a result of the BFAA project, Blue Carrot successfully transformed 13 static PDF-based courses into interactive e-learning modules in two languages: Estonian and Latvian. A total of 13 localized courses were developed using Articulate Storyline over a period of approximately 4 months.

BFAA – E-learning course creation case study
View demo
BFAA – E-learning course creation case study
View demo

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