A helpful checklist for online demo development

Online demos are a great tool to motivate prospects and customers and get them engaged with your product. When you invest in a demo, you want it to be as effective as possible in order to generate maximum ROI. However, this can be difficult to determine. How do you gauge if your demo is compelling, engaging and viewer-friendly?

Fortunately, we’ve developed a checklist that can help you ensure your demo is poised for greatness. The Demo Best Practices Checklist includes 15 best practices that are proven to engage viewers and drive response. Best practices fall into three key categories: Content and Messaging, Audio and Animation, and Rendering and Playback.

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I used this checklist to evaluate a recent demo J&C developed that introduces mobile banking to financial institution customers.

I’ve included brief comments that explain how the demo fulfills each checklist requirement. This gives context to each best practice and provides insight into the rationale behind the creative elements used in the video.

Demo Best Practices Checklist

Category 1: Content and Messaging

A good script is the basis for a successful demo. Clear, precise messaging sets the stage for a compelling, watchable video that drives viewers to action.

Content and Messaging Best Practices

Mobile Banking Demo Comments

Objective is focused and clear

The high-level goal of the video is

product adoption

. Video drives customers to download mobile banking.

Messaging connects with a clearly defined target audience

The demo targets banking customers who are not using mobile banking.

The key selling proposition for the target audience is clearly communicated

Within the first 40 seconds, the key selling proposition is stated:“Today we want the

ultimate freedom and flexibility

and that’s what mobile banking is all about.”

Run-time

is less than 3 minutes

Focus is on 3 high-level product features:

  1. Pay bills

  2. View transactions

  3. Transfer money

The demo briefly covers key functionality that reinforces high-level product features.

This allows viewers to get a holistic overview of the app in less than 3 minutes.

Language is universal and easy to understand

Language is straightforward, with no complex technical terminology.

Content is organized and presented in a logical order

Demo is organized into 3 parts that flow logically and seamlessly:

  1. Product introduction and key selling proposition

  2. Product features and functionality overview

  3. Recap of benefits with drive to action

Ends with a clear

call-to-action

The video

drives prospects to download the app

by clicking the link on the landing page.

Category 2: Audio and Animation

Audio and animation bring a script to life. Visual and aural elements should complement and support the video’s objective by adding interest and engaging viewers.

Audio and Animation Best Practices

Mobile Banking Demo Comments

Tone of voice-over and audio elements is consistent with content being presented

Voices and music are

upbeat and energetic,

which aligns with the overall theme of connectivity in a fast-paced world.

Visual elements are dynamic

Animation and ongoing visual action, including changing characters, settings and situations,

grab and hold the viewer’s attention

On-screen text reinforces important or complex messaging

Key product features and call-to-action are

emphasized

with on-screen text.

Music is complementary, not overwhelming or distracting

Music adds an upbeat tempo

without overpowering the voice-over

Characters or multiple voices are used to enhance story and create aural interest

Three characters are used to break up the moderator’s voice-over and

provide different users’ perspectives

on product benefits.

Transitions flow smoothly and keep viewer engaged

On-screen text and character voices bookend sections and topics for

smooth, engaging transitions

Category 3: Rendering and Playback

People are viewing online video in a variety of ways. Not only must a video function on a number of browsers and devices, but it must provide a user-friendly experience on each.

Rendering and Playback Best Practices

Mobile Banking Demo Comments

Video plays and renders correctly on all browsers and devices on the video quality assurance list below

J&C is using SublimeVideo Player to ensure

demo reverts to Flash

on browsers that do not support HTML5.

Video is housed in a responsive landing page, which renders appropriately on all devices on the video quality assurance list

Landing page and video resize to a device-friendly view on all devices and browsers below.

Video Quality Assurance: List of Browsers and Devices

Windows XP

  • Internet Explorer (7 and 8)

  • Firefox (3.5 and 3.6)

  • Safari (4)

Windows Vista

  • Internet Explorer (7 and 8)

Windows 7

  • Internet Explorer (8 and 9)

  • Firefox (latest build)

  • Chrome (latest build)

  • Safari (latest build)

Mac OSX 10.7 and up

  • Safari (latest build)

  • Firefox (latest build)

  • Chrome (latest build)

Mobile and Tablet

  • iOS 6 (iPhone & iPad)—Safari

  • Android 2.3 (Samsung Galaxy Tablet)—Default Browser

  • Android 4 (Samsung Galaxy II Phone)—Chrome

  • Windows Phone 7.5 (Nokia Lumia 900)—Internet Explorer

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