How Whatfix Accelerated Remote Employee Onboarding & Drove Engagement With Its Own DAP
At Whatfix, we leveraged our own DAP technology to scale our globally distributed hiring and growth plan by enabling remote employees with in-app guided onboarding, continuous learning, and contextual real-time support that led to more engaged employees and reduced time-to-efficiency.
The Whatfix Story
Enabling In-Person and Remote Employees
70% of organizations struggle to navigate digital transformation efficiently. Digital adoption platforms (DAPs) answer this challenge, as they enable employees with the contextual resource and in-app guidance they need to navigate new software, digital processes, and technology to do their jobs effectively.
At Whatfix, we leveraged our DAP to build a virtual onboarding program and to improve the level of engagement across our remote employees.
Founded in 2014, Whatfix has achieved seven years of exponential growth and expanded to five offices globally – San Jose (US), Atlanta (US), Manchester (UK), Melbourne (AUS), and Bangalore (IND). Recently we have seen our organization more than triple in size, with over 620 new employees since 2020. Because of this massive scale, we knew we needed to systematically drive initiatives to ensure we retained our high-quality employee onboarding experience across all geographic regions.
When we started hiring globally, every new hire needed to be trained on a varying combination of Whatfix’s 120+ internal applications. As a result, virtually onboarding our new talent became difficult.
“At one point, we were in a situation where a few senior managers had more than 20 people directly reporting to them, and most of them were hired in just a few weeks,” said Sujoy Chaudhary, Digital Adoption Consultant at Whatfix. “So imagine the pressure of onboarding all those new employees.”
With new hires joining in various roles, Whatfix employees needed personalized, role-specific content.
“A challenge for any growing organization is that your onboarding practices are not standard. Every team has a different onboarding process, and the ramp-up time for resources varies,” said Mohi Jain, Senior Director of Global Consulting at Whatfix.
The Solution
We Enabled New Hires With Contextual, Guided Onboarding With Our DAP Technology
We brainstormed how to use our software to scale onboarding and even realized we could also use it to strengthen our remote company culture.
The team began by documenting what kind of training and applications each role needed to succeed in various stages of their onboarding journey. We created personalized Tasks List, an individual to-do list, for each function new hires see when they access the Whatfix platform or their email.
Then, we created training for every one of our applications. Previously, the HR team would manually assign each new hire their unique set of applications, but now, every application in Whatfix has its training built within it.
Additionally, we implemented the Self Help feature, so new hires could easily find assistance in-app, no matter what application they were using. We personalized the Self Help feature and named it ‘Hey Quicko’ so it was easily recognizable for employees.
This revamped onboarding sparked new ideas to boost employee engagement and company culture. We realized we could use in-app features to engage employees long after the initial training. For example, the team implemented Pop-ups to remind employees to get up and stretch their legs. We also encouraged co-workers to recognize each other with badges for their hard work. Ashish Saraph, a Senior Solutions Engineer at Whatfix, explained, “We felt really connected even though we were working remotely.”
Whatfix also used our features to make announcements regarding pandemic information and create surveys to gauge how employees were feeling during lockdowns.
The Results
Reduced New Hire Time-to-Proficiency and Improved Productivity and Engagement Company Wide
The team used Whatfix’s DAP to transform our onboarding structure within a month. Additionally, the Self Help feature alleviated the back-and-forths with HR, with 941 search queries resolved in just three months.
“We now have a personalized onboarding experience for each and every new hire,” said Chaudhary. “I have personally seen two customers adopt this same strategy in the exact same way in their own application. So it’s been a success.”
Other Whatfix features utilized to increase engagement also garnered positive results. For example, both new hires and more senior team members interacted with the engagement Pop-ups, and we saw a massive increase in users awarding badges. Whatfix also started using features to remind employees to accomplish tasks.
- Webinar Pop-up: Sent out to remind customer success managers to tell their customers about webinars. When our managers clicked the Pop-up, it autogenerated a prewritten email. Webinar attendance skyrocketed almost three times more than it was before.
- Customer interaction Pop-up: Sent automated reminders for employees to connect with their customers if they hadn’t within a specific period. “We found it effective in nudging employees to complete the right process at the right time,” Chaudhary said.
- Appraisal Flow: Set up a yearly performance appraisal reminder that uses a Flow to walk employees through the process of filling it out. Whatfix saw a significant reduction in support questions.
Whatfix has seen enormous success using our DAP internally, and we don’t plan to stop any time soon. Our focus is automating as much as possible to make our employees’ lives easier and our organization more productive.
Our team has found that Whatfix is not just a training solution; it’s an engagement solution. We want to continue using our DAP to drive internal cultural change and find creative methods to keep us connected. Whatfix is constantly innovating and releasing new applications internally to ensure that despite our massive growth we retain a highly productive and connected global workforce.
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Company Size
800+
Industry
SaaS
Use Case
- Employee Onboarding
- Employee Support
Applications
- Salesforce
- SuccessFactors
- Navan
- G-Suite
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FAQs
FAQs
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A digital adoption platform (DAP) overlays onto other software applications that provide in-app guidance and on-demand support to users. Admins use no-code editors to create, publish, and manage in-app content such as product tours, interactive walkthroughs, smart tips, task lists, and self-help wikis that help assist and guide users through applications in real-time.
Absolutely! You can sign up for a free trial to give Whatfix a test drive here.
Absolutely. Here are a few of our DAP comparison guides:
Whatfix supports both cloud and on-premise implementations.
For our cloud offering, you only need to install our Whatfix Editor extension on Chrome or Firefox and you’re ready to get started. The user experience of our editor is so simple that you can create interactive guides easily, with no technical setup required.
We also offer full support on on-premise setups. Whatfix guides can be exported and deployed on your own web server with our on-premises export version.
Our pricing is entirely based on customer requirements and usage. We have tailor-made pricing models for SMBs and large enterprise companies. For more details on pricing, visit our pricing page or you can contact us at [email protected] or call us at +1-800-459-7098. We would be happy to provide you with a custom quote.
Our customers use Whatfix for a variety of use cases, including:
- Supporting change and digital transformation efforts.
- Contextual employee training, onboarding, and performance support across your entire software applications and digital processes.
- Building UI elements such as product tours and walkthroughs for better user onboarding experiences.
- Creating self-help portals to provide end-users and customers with on-demand guidance and support.
- Building better employee and customer experiences through advanced product analytics and behavioral data.
Our customers range from SMBs, large enterprises, and Fortune 100 companies across verticals, including:
- SaaS companies
- eCommerce marketplaces
- Insurance companies
- Healthcare providers
- Media companies
- Governments
- Universities
…and many more – all solving their digital adoption challenges by empowering their employees, customers, and end-users with Whatfix.
You can read Whatfix reviews on G2, where we have 220+ reviews and have been named a Leader in the DAP category in 8 consecutive reports.
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