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Explaining the Data.Action.Experience Methodology

<div id="content"><p tabindex="0">At WalkMe, we organize our Digital Adoption success methodology into three main categories:</p><div tabindex="0"><h3>Data</h3></div><div class="formalblock"><img alt="" class="inline no-zoom" src="/service/media/WME001_25_en-US_media/WME001_25_en-US_inline/Data.png" tabindex="0"><p tabindex="0">Uncover software usage, see where users struggle, prioritize and manage your digital adoption initiatives.</p></div><div tabindex="0"><h3>Action</h3></div><div class="formalblock"><img alt="" class="inline no-zoom" src="/service/media/WME001_25_en-US_media/WME001_25_en-US_inline/Action.png" tabindex="0"><p tabindex="0">Take immediate action to fix what is broken across your workflows and applications.</p></div><div tabindex="0"><h3>Experience</h3></div><div class="formalblock"><img alt="" class="inline no-zoom" src="/service/media/WME001_25_en-US_media/WME001_25_en-US_inline/Experience.png" tabindex="0"><p tabindex="0">Create exceptional user experiences that simplify platform usage.</p></div></div>

WalkMe's Data. Action. Experience. Methodology

<div id="content"><p tabindex="0">Data, Action, and Experience are more than just categories. They are also the three key components to a success implementation. Within those components, there are five identifiable steps:</p><img style="max-width:900px;max-height:none" class="image 1_1_landscape" title="5 Steps of the Data.Action.Experience Methodology - 1.Gain Full Visibility 2.Identify Workflow Friction 3. Define Success4. Act On It 5. Accelerate Productivity" alt="5 Steps of the Data.Action.Experience Methodology - 1.Gain Full Visibility 2.Identify Workflow Friction 3. Define Success4. Act On It 5. Accelerate Productivity" src="/service/media/WME001_25_en-US_media/WME001_25_en-US_images/DataActionExperienceSteps.png" tabindex="0"><div class="imageCaption"></div><table border="1" class="table" cellspacing="0" cellpadding="5"><colgroup><col style="width:33.33333333333333%"><col style="width:66.66666666666666%"></colgroup><thead align="left"><tr><th><strong>Steps</strong></th><th><strong>Description</strong></th></tr></thead><tbody><tr><td><strong>Gain Full Visibility</strong></td><td>Evaluating and measuring current processes.</td></tr><tr><td><strong>Identify Workflow Friction</strong></td><td>Identifying areas of improvement, including friction points and opportunities within business processes.</td></tr><tr><td><strong>Define Success</strong></td><td>Determining what success looks like, including KPIs, project scope, and business goals.</td></tr><tr><td><strong>Act On It</strong></td><td>Leveraging data to design and deploy user experiences that increase adoption and engagement across workflows and applications.</td></tr><tr><td><strong>Accelerate Productivity</strong></td><td>Ensuring immediate and intuitive access to any application, workflow, or resource as you increase process completion and improve the quality of business outcomes.</td></tr></tbody></table></div>

Steps of the Data. Action. Experience. Methodology

<div id="content"><p tabindex="0">To better understand the Data. Action. Experience. methodology in action, let’s meet new WalkMe customer, EMKLAW, as we follow them through their Digital Adoption journey with WalkMe.</p><p tabindex="0"><img alt="" class="inline no-zoom" src="/service/media/WME001_25_en-US_media/WME001_25_en-US_inline/303509_Video_Play_Button_R.png" tabindex="0">Watch the video to follow the Digital Adoption journey of a WalkMe customer.</p><div class="kalturaVideoLessonWrapper"><div aria-label="" class="kalturaVideoLessonContainer" data-testid="video" id="1_nv5lsc20"></div></div><table border="1" class="table" cellspacing="0" cellpadding="5"><colgroup><col style="width:100%"></colgroup><thead align="left"><tr><th><strong>Key Takeaways</strong></th></tr></thead><tbody><tr><td><ul style="list-style-type:disc"><li tabindex="0"><p tabindex="0">EMKLAW's digital transformation has caused siloed purchasing processes, software redundancy, and limited platform insights.</p></li><li tabindex="0"><p tabindex="0">Employees use around fifty applications daily, leading to high training costs and inefficiencies, with more time spent learning processes than engaging with customers.</p></li><li tabindex="0"><p tabindex="0">As their business scales and they prepare to go public, their business goals are to improve employee efficiency, decrease technology spend, and reduce their customer churn rate.</p></li></ul></td></tr></tbody></table></div>

Demonstrating Digital Adoption in Action

<div id="content"><table border="1" class="table" cellspacing="0" cellpadding="5"><colgroup><col style="width:100%"></colgroup><thead align="left"><tr><th align="center"><strong>The Data. Action. Experience. Methodology</strong></th></tr></thead><tbody><tr><td><ul style="list-style-type:disc"><li tabindex="0"><p tabindex="0">The Digital Adoption success methodology at WalkMe includes three main categories:</p><ul class="second1" style="list-style-type:circle"><li tabindex="0">Data</li><li tabindex="0">Action</li><li tabindex="0">Experience</li></ul></li><li tabindex="0"><p tabindex="0">The 5 steps of the Data. Action. Experience. methodology. are</p><ul class="second1" style="list-style-type:circle"><li tabindex="0">Gain Full Visibility</li><li tabindex="0">Identify Workflow Friction</li><li tabindex="0">Define Success</li><li tabindex="0">Act On It</li><li tabindex="0">Accelerate Productivity</li></ul></li></ul></td></tr></tbody></table></div>

Summary

Starting your Digital Adoption Journey: WalkMe Fundamentals

1. Digital Adoption in Action.mp4

As we begin to understand digital adoption in action, let's talk to new customer, Andrew Dapper, about the digital transformation challenges and goals for his organization. Hello, my name is Andrew, and I'm the chief information officer for M-Claw. M-Claw is a private global financial services institution. Our team specializes in supporting small and medium-sized businesses with their financial needs, strategy, and execution. The main business goal for M -Claw this year is to prepare ourselves to go public next year. Using WalkMate, we'd like to focus on improving existing inefficiencies within our sales and support department's tech stack. This will reduce our overhead costs and put us in a much favorable position financially. A few years ago, we decided to fully lean into our digital transformation. As a result, we currently have thousands of applications, and that has brought about some changes. Our technology buying process is extremely siloed where each department has a certain amount of dollars they can spend each year. Because of this siloed purchasing system, there is redundant software across our business, and we have very little insight into the usage of these tools and technologies. We spend an enormous amount of time and money on training across departments. Each time new software is purchased, new processes are developed that users have to be trained on. Some of our employees spend half of their time developing processes and training, and it's just not scalable. Most of our employees touch an average of 50 applications per day, and must remember the specific processes for each of these applications. We constantly hear that they are spending more time learning about these processes within each of these applications than they are spending time with our customers and prospects. We've identified a few tech-dependent business goals for this. year. First, we want to improve employee efficiency by 20%. We also want to reduce spending on our technology by 35%. And finally, we want to reduce our current customer turn rate by 25%. Thanks, Andrew. Now that we understand your challenges and desired results, let's get started exploring well -time data, action, experience, model, and how it can help you reach your digital adoption goals.

Steps	Description
Gain Full Visibility	Evaluating and measuring current processes.
Identify Workflow Friction	Identifying areas of improvement, including friction points and opportunities within business processes.
Define Success	Determining what success looks like, including KPIs, project scope, and business goals.
Act On It	Leveraging data to design and deploy user experiences that increase adoption and engagement across workflows and applications.
Accelerate Productivity	Ensuring immediate and intuitive access to any application, workflow, or resource as you increase process completion and improve the quality of business outcomes.