Accelerate Workflows, Optimize Tasks, and Realize Digital Excellence.

Guide employees in the flow of work to complete tasks faster, reduce errors, and improve productivity. Identify friction, deliver targeted support, and ensure every workflow drives measurable results.

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aramark-logo-logo-Insurance
Ameris-Bank-logo
BioMerieux-logo
BD-USA-logo
akzonobel-logo
cardinal-health
CCBA-CS-logo
experian-logo
ICICI-logo
Old-Mutual
Mercedes-Benz-Logo
Milwaukee_Logo
REG-logo
Pronto-Insurance
ManpowerGroup-logo-Insurance
sentry-insurance
sophos-insurance
windward-logo
UPS-logo

Turn Every Workflow Into a Competitive Advantage

Whatfix empowers enterprises to shorten cycle times, eliminate errors, and continuously optimize digital tasks, transforming workflows into measurable business success.

Accelerate workflows with contextual guidance and just-in-time support

Embed guidance into the flow of work to reduce cycle times, guide employees through complex tasks, validate inputs in real time, and ensure compliance at every step.

Digital Banking - Minimize compliance risks in critical banking processes
task-optimization

Identify workflow friction and resolve confusion areas

Benchmark workflow performance and uncover hidden friction points. Proactively resolve confusion, remove inefficiencies, and streamline processes to maximize user productivity.

Validate workflows and train users in a risk-free sandbox

Easily develop replica application environments without development lift to test workflows, validate adoption pre-launch, and deliver hands-on training, without the risk of live software usage.

Sandbox Training
Digital Transformation - Analyze software usage and optimize workflows

Optimize workflows at the speed of change

Modern enterprises can’t afford static processes. Whatfix helps you evolve workflows dynamically—validating before launch, guiding users in real time, identifying adoption gaps, and deploying targeted in-app experiences that drive lasting efficiency.

Whatfix Platform

Accelerate Adoption, Scale ROI.

Drive success across the entire software lifecycle. Prepare users before launch, support them with live guidance, and continuously optimize for maximum impact.

Workflow Optimization for the Modern Enterprise

See why leading enterprises choose Whatfix to accelerate workflows, unlock user productivity, and maximize the value of their business software and IT investments.

AI-icon

No-code content
editor

Effortlessly create and maintain contextual in-app guidance across any application with a true no-code editor, matching content to your brand identity without relying on development resources.

Unified approach to digital adoption

Bridge the gap between learning and doing. Whatfix is the only DAP that pairs in-app guidance with application simulation, enabling teams to build hands-on sandboxes that acclerates proficiency, improves skills, and accurately assess readiness.

Cross-application workflow support

 Whatfix’s open ecosystem supports cross-app processes, guiding users across systems without disruption. This eliminates friction in complex workflows and ensures seamless full-stack adoption.

Customer services that drive outcomes

Whatfix combines dedicated enablement support, author training, technical support, and customer success frameworks to help teams accelerate adoption, scale effectively, and prove ROI.

Trusted by Enterprises.
Loved by Users

64%

faster time-to-value on digital investments.

67%

higher ROI on enterprise software.

37%

higher user proficiency after 3 months.

72%

increase in overall user productivity.

49M

end-users enabled with Whatfix in-app guidance.

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What sealed the deal for us with Whatfix is that it’s such a light-touch system. For any other digital adoption platform in the past, we had to build APIs, which involved a lot of development time.

 

Hein Pieters, Head of Adviser Solutions at Old Mutual

Read the case study →

Hein Peters Old Mutual Headshot

Security & Compliance

Your Security Is Our Priority

As a Digital Adoption Platform provider, we must stay aware of regulatory requirements for data. Whatfix’s compliance team ensures our data handling practices meet these requirements.

Cyber-Essentials-Certified-Plus
DAP-guide
Whitepaper

How CIOs Build an Enterprise DAP Business Case

Learn how to create an enterprise business case for pitching a DAP investment to key stakeholders.

BLOG

How to Build a Digital Optimization Strategy

Understand the role of digital optimization in accelerate workflows and realizing operational efficiency.
Read the article now → 

REPORT

The Forrester Wave™: Digital Adoption Platforms, Q4 2024

Read why Forrester named Whatfix a leader in its most recent Forrester Wave™ report.

Get the Forrester Wave report → 

BEST-IN CLASS SOLUTIONS

Recognized by
industry leaders

Whatfix FAQs

Don’t see your answer? Send a message to our live chat, we’d be happy to help!

Whatfix Product Analytics helps teams see where users hesitate, repeat steps, abandon processes, or take inefficient paths through enterprise applications. Funnels, Journeys, Cohorts, and behavioral analysis make workflow friction visible at the step and user-segment level. Application owners can then determine whether the problem is process complexity, missing knowledge, data-entry requirements, or product usability and target the intervention to the actual source of delay.
Whatfix combines behavioral analytics with contextual guidance to identify slow workflow steps and help users follow a more efficient path. In one nCino underwriting use case, Whatfix analytics validated that a redesigned process reduced average completion time from 4 hours and 8 minutes to 1 hour and 12 minutes. Guided Flows and Smart Tips can reinforce the optimized process while users perform the task.
Whatfix can place validation guidance, required steps, and contextual instructions at the points where users make errors or leave a workflow. Product Analytics shows where those friction points occur, and in-app guidance reinforces the preferred action. In one Icertis use case, targeted guidance improved average contract-task completion time by 50% and reduced drop-off between the first two contract-creation steps by 35%.
Whatfix can add contextual guidance, process prompts, Smart Tips, validation support, and self-service resources on top of existing enterprise applications without requiring teams to rebuild the underlying workflow first. This allows application owners to address user friction quickly while they evaluate longer-term product or process changes. Behavioral analytics can then show whether the in-app intervention improved completion, accuracy, or cycle time.
Whatfix helps organizations measure workflow-optimization ROI using completion rate, cycle time, time per step, abandonment, error rate, rework, support demand, compliance, and employee productivity. Behavioral analytics show the user actions behind those outcomes and allow teams to compare performance before and after an intervention. This makes it possible to quantify whether workflow changes are producing operational value and identify the next bottlenecks that should be prioritized.

Software Clicks Better With Whatfix

In-app guidance. Hands-on simulations. Actionable analytics. One unified, AI-powered platform to drive adoption and maximize ROI.