WalkMe

I've used WalkMe across multiple systems, mainly for onboarding and for user education as well as automation, new feature adoption, and feedback surveys. I've also used it on the mobile platform to guide users and highlight new features. I worked initially as a client reviewing digital adoption software to raise a business case for the implementation, the care and support for this by the WalkMe growth and support teams far outweigh the competition proving that not only was their product superior, but their support was as well. I then started to pitch WalkMe when I went for a new contract, including it as a training and change management approach for new system implementations to help the users transition and reduce the need for other training resources.

• Smart Walk Throughs
• Analytics
• Smart tips
• Surveys
• Automation
• User Interface Intelligence

• Increase in feature adoption
• Decrease in support time on how to type tickets
• Decrease in time taken to train staff

Whatfix

Salesforce Lightning Platform, Microsoft Dynamics 365 Finance

We have been unlocking huge value by bringing WalkMe to our many products for the last 3 years. We have been using WalkMe for many use cases or opportunities, such as Training/Onboarding new users, managing changes/updates in those platforms, ensuring our users are entering correct data, and finally learning user behavior from analytics.

• Step-by-step tutorials using SmartWalkthrus, providing contextual help using SmartTips and Launcher buttons
• Adding surveys in our tutorials and throughout the app to gauge feedback on specific flows and changes in the platform
• Announcing updates to existing areas, new features, downtimes, etc. using ShoutOuts
• Ensuring data integrity using automated flows and validation tips

• Has saved a lot of hours and dollars that we would have otherwise invested into creating trainings, coaching sessions, etc. Also, provided support to users in their flow of work without burdening them to remember every feature from coaching sessions
• Saved a lot of clicks for our users using automation and auto steps in our tutorials, giving them productive hours back in their day
• Correct data from different systems by ensuring users are blocked or guided properly in critical forms

Whatfix and Pendo.io

As an IT trainer for many years, I have used many methods for designing and delivering training for staff. Issues arise when staff forgets some of what they have learned on the training course. They forget where to find the training materials when needed or just can't be bothered to even look sometimes. Also, it's hard to truly gauge if they have adopted the software and using it effectively. Yes, we can ask for feedback after training or call them after a few weeks, but this is not always effective and can be time-consuming. Currently implementing WalkMe on Dynamics 365.

• ShoutOuts for communication
• Smart Walkthroughs for training
• Automated Smart Walkthroughs for getting the job done faster!!
• SmartTips for offering help on a specific item on screen
• Chat bots for automating processes and filling in forms
• The widget is essential for us, housing all our solutions and mandatory training

• We can show our stakeholders excellent truthful analytics on how users are adopting the system quickly and easily using the built-in and customized reports available.

Whatfix

Whatfix

I use WalkMe to provide just-in-time help for our web-based enterprise software. We are trying to help users quickly learn and understand our product so they can be successful using the product. We also use WalkMe to understand what the customer pain points are and how we can anticipate and prevent those pain points and include WalkMe help items to guide the user in best practices and ultimately success using our software.

• Ability to designate what help appears on what pages.
• Ability to link help content.
• Ability to include images and video clips in the help.
• Ability to link to external sources of help/support.

• It is too early to assess the business impact, but internally, WalkMe has been very well received. Development now requests WalkMe support to help users more readily understand and be successful with our software.

Corel PaintShop Pro, Notepad++

Training time was saved when we implemented a new product or changed from PeopleSoft to Success Factors. WalkMe helped us to reduce the number of frequently asked queries in service now ticketing tool. We could achieve nearly 95% data accuracy using WalkMe. WalkMe has improved a lot and we are able to build custom based solutions using WalkMe. Even Though many other products are there WalkMe is customer focussed and can blend well with any software. Easy to use and can built solutions to problems easily.

• Smart Walk thru
• Launcher
• Smart tips

• Training time was saved since it is self learning
• Number of frequently asked questions were reduced in service now
• For all queries in Success Factors we built WalkMe solutions

Whatfix

SAP SuccessFactors, Avature ATS, IBM Kenexa Talent Acquisition Suite