S3:E23 • November 17, 2023 •
Maximizing Client ROI: Sales Engineers’ Strategies for DAP Customization

In this enlightening episode of the DAP Upskill podcast, host Aryaa welcomes seasoned sales engineer Raj Nair from Whatfix as the special guest. In this conversation, they explore the intricate strategies employed by sales engineers to tailor Digital Adoption Platforms (DAP) to diverse client needs, optimizing client Return on Investment (ROI).

 

Unlocking the Power of Data-Driven Digital Adoption: A New Era for Employee Experience

In today’s fast-paced business world, ensuring employees are equipped to thrive with digital tools is essential. Yet, despite the abundance of software and applications, many employees still struggle to adopt new systems. Enter data-driven Digital Adoption Platforms (DAPs) — a solution that not only supports users but also personalizes their experience based on real-time behavior.

Traditional approaches often assume that the end user’s struggles are easily identifiable through static training materials, like PDFs or one-size-fits-all walkthroughs. While this approach may address some issues, it doesn’t capture the nuances of individual user behavior. That’s where data-driven DAPs step in, allowing organizations to understand exactly where their users are struggling, and more importantly, why.

The Power of Knowing Your User

The first rule of creating a seamless user experience is knowing your user. Without understanding how employees interact with software, any interventions will be based on assumptions — which can lead to ineffective solutions. Through data-driven DAPs, companies can gather detailed insights on users’ journeys, such as where they drop off or which features they struggle with. Armed with this data, companies can offer tailored support at the right time — ensuring that users only see relevant prompts and guidance when they need it most.

This precise, targeted approach reduces frustration, making the user experience far more enjoyable. Imagine, for example, an employee trying to enter patient details into a system. Instead of a generic pop-up showing instructions, a personalized DAP solution might prompt them only when they make an error, guiding them through the exact issue they face. This is the future of user support — personalized and data-driven.

Beyond the Application: WhatFix Hub’s New Frontier

While DAPs traditionally focus on helping users within applications, the future is moving beyond that. WhatFix Hub is revolutionizing this space by enabling communication at a system level. Imagine being a new hire logging into your laptop for the first time, greeted not by an overwhelming list of tasks or a messy Excel sheet, but by a friendly, guided onboarding process. Your laptop becomes a personal assistant, walking you through the setup and providing helpful tips without needing to open an application.

This system-level approach addresses several challenges that new employees face. It creates a smooth, stress-free first day experience — something that’s often overlooked but crucial for long-term success. A new employee doesn’t need to waste time figuring out who to ask about login credentials or system setup. Everything is right there, ready to guide them seamlessly.

Similarly, managers, especially those in new roles, can also benefit from these system-level interactions. Instead of navigating through different software systems to manage tasks like ordering equipment, they could simply ask their laptop’s virtual assistant for guidance. This shift in how users interact with software is transformative, not only improving productivity but also providing a more human-centered experience.

Customizing for Every Industry

One of the standout features of DAPs is their versatility. Companies across different sectors face unique challenges that require specialized solutions. In industries like banking or finance, where privacy and security are paramount, DAP solutions must adhere to strict standards to ensure that user data is handled responsibly. On the other hand, in industries like manufacturing or engineering, where software may not always prioritize user experience, DAPs provide the essential support to improve ease of use and boost adoption.

Understanding these differences and tailoring DAP solutions to the specific needs of each industry is crucial. For example, a product manager in a tech company may use a DAP to track feature usage and optimize the product, while a Learning & Development (L&D) professional may use it to guide employees through processes and encourage skill development. This personalized approach to DAP is what makes it effective across various sectors and roles within organizations.

Embracing Data-Driven Decisions for Business Growth

The ultimate goal of data-driven DAPs is not only to improve employee experience but also to drive business outcomes. By gathering insights from user behavior, organizations can optimize training, product design, and even cross-sell or upsell opportunities. This is especially true in customer-facing industries, where understanding what features are used and which ones are underutilized can provide the data needed to make smarter business decisions.

For example, a cybersecurity company might track which features customers engage with most, then use that data to offer targeted upsell recommendations. A retail bank might tailor messages to users based on their activity, guiding them toward relevant financial products, such as credit cards or loan options.

Advice for Implementing DAP

If you’re considering implementing a DAP within your organization, start by focusing on understanding your users. This is the foundation for making informed decisions about how to improve their experience. Real-time feedback and data-driven insights are far more powerful than anecdotal feedback or generalized assumptions.

DAPs are not a one-size-fits-all solution; they should be customized based on your industry, user needs, and company goals. Begin with a clear understanding of what problems you’re trying to solve, and use the data to guide you in creating a more intuitive, personalized experience for your users. Personalization is the key to success in the digital adoption journey.

At the end of the day, data-driven DAPs do more than improve adoption rates — they transform the way users interact with digital tools, making it easier, faster, and more enjoyable to succeed.

In Conclusion

As the world continues to embrace digital transformation, the need for efficient and personalized user experiences becomes more apparent. Data-driven DAPs are at the forefront of this change, ensuring that users receive the right support at the right time, no matter where they are in their journey. Whether you’re a new employee, a manager, or a product designer, the power of data-driven digital adoption is here to help you thrive.

 

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