The client requested our support in developing a training program comprising four modules, each containing numerous longreads, infographics, and supplementary materials. Our tasks included:

• Designing all materials in a consistent visual style
• Editing and proofreading the entire body of content across the program

The product lead reached out to us based on an internal referral — we had already worked together on previous projects within the bank. We began with design: since the training product didn’t have its brand guidelines, we developed a custom visual concept.

The design drew inspiration from the bank’s corporate style but introduced key distinctions. Instead of the signature black and yellow, we chose a palette of light blue, green, and turquoise to create a calm and friendly tone for the learning experience.

We used the bank’s internal illustration builder, which provided a library of ready-made graphic elements. Based on these, we assembled visuals for infographics, one-pagers, and presentations.

The client provided the content structure and specified the types of slides needed — for example, title slides, bullet-point layouts, and speaker profiles with names and photos. We also created branded templates for certificates and internal emails.

Infographics were a core part of the project — they helped simplify complex topics and keep learners focused. Visuals such as diagrams and graphic elements were needed for nearly every piece of content.

The client provided detailed briefs, often including sketches, references, or even hand-drawn drafts. We adapted and redesigned all visuals to match the project’s visual style, ensuring they were clear, consistent, and instructional.

A few weeks into the project, we began working on the written content — longreads of varying lengths. Our goal was to bring consistency in tone, structure, and style across the entire course.

We received draft texts written by a mix of internal and external subject-matter experts. All content was edited in line with the bank’s editorial guidelines. We used suggestion mode for edits and added comments to flag any issues. Most edits were approved without the need for additional rounds. When necessary, we discussed specific points with the client before sending the final text for proofreading.

The project was long and intensive, lasting over six months. One of the key challenges was managing volume — at one point, the client was producing two full modules simultaneously. We had to process a large number of materials within tight deadlines.

To stay organised, we set up two dedicated chats: one for design tasks, another for text-related work. We also coordinated directly with one main point of contact via a private chat. Task trackers weren’t used — with such a high volume of work, real-time communication in chats proved faster and more efficient.

Internally, we tracked progress in Notion. For the client, we maintained shared Google Sheets with links to source files, edited versions of the texts, and Figma layouts.

From our side, two project managers with editorial backgrounds and one art director handled day-to-day communication. They managed the task flow, distributing assignments among editors, proofreaders, designers, and illustrators.

The client was highly engaged, especially in the visual development phase. It took some time to align on expectations, but through regular calls and feedback exchange, we built a strong working rhythm. As mutual understanding grew, the revision cycle shortened, and collaboration became faster and smoother.

We built an efficient workflow tailored to a large-scale educational product and delivered consistently across all stages. The course is now live: bank managers are actively using the materials as part of their training. While the core work has been completed, we continue to support the client with occasional tasks as needed.

In total, we:

• Edited and proofread approximately 1,100 pages of text
• Created 71 infographics
• Designed templates for presentations, certificates, one-pagers, and other visual assets