Dext Commerce Quickstart Guide

Project Overview

Dext Commerce is a powerful SaaS tool designed for accountants and bookkeepers, streamlining the collection and categorization of sales and expense data from e-commerce platforms and payment processors. It automates financial data consolidation from multiple channels, simplifying reconciliation and enhancing reporting efficiency.

• Objective
  The creation of an engaging and informative Quickstart video aimed at new users of Dext Commerce. The video’s primary goal is to facilitate a smooth initial setup and to showcase the key features of the product, making the onboarding process seamless and intuitive.

• Target Audiences
  Geared towards new Dext Commerce users, the video serves as an essential guide for those who require a quick and comprehensive introduction to the platform.

My Role

• Responsibilities
  My role encompassed the conceptualization and scripting of the video, performing voiceover, and handling the design and production of visual elements. I also edited the final product and integrated it within our product environment through interactive tours and trigger points.

Process

• Script Writing: Crafted a clear, concise script that walked users through initial setup steps and highlighted key features.
• Design & Production: Utilized my skills in video design and production to create visually appealing and engaging content.
• Voiceover & Editing: Performed the voiceover to add a personal and professional touch, followed by editing to ensure a polished final product.

Outcome & Impact

• The Quickstart video became a primary resource for new Dext Commerce users, significantly aiding in their onboarding experience.
• Received positive feedback for its clarity and effectiveness, contributing to an increase in user engagement and a decrease in initial setup queries.
• Demonstrated my versatility in content creation and deep understanding of the product, reinforcing my role as a key player in customer education and engagement at Dext.