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Exploring WalkMe, Use Cases, and Demo

<div id="content"><div class="parentsection"><div class="section"><p tabindex="0"><strong>WalkMe</strong> is a Digital Adoption Platform that sits on top of your tech stack, giving you information about the applications deployed across your company, who’s using them, and where friction is preventing workflows from being executed as intended.</p><p tabindex="0">But going beyond just that visibility, WalkMe gives you capabilities to assist users through those areas of friction.</p><table border="1" class="table" cellspacing="0" cellpadding="5"><colgroup><col style="width:50%"><col style="width:50%"></colgroup><thead align="left"><tr><th align="center"><strong>Feature</strong></th><th align="center"><strong>Description</strong></th></tr></thead><tbody><tr><td><img alt="" class="inline no-zoom" src="/service/media/WME001_25_en-US_media/WME001_25_en-US_inline/Automation_1.png" tabindex="0"></td><td><img alt="" class="inline no-zoom" src="/service/media/WME001_25_en-US_media/WME001_25_en-US_inline/Guidance_1.png" tabindex="0"></td></tr><tr><td valign="top">Automate routine tasks and deliver personalized guidance to people when and where they need it most.</td><td valign="top">Give people interactive in-app guidance at the moment of need, a conversational interface to kick off tasks and get answers through natural language, and helpful notifications to stay informed, drive behavior, and compliance.</td></tr></tbody></table><p tabindex="0">The WalkMe platform is powered by our proprietary AI technology that understands software the way humans do. So it automatically adjusts the constant change in your underlying applications and can make recommendations for solving friction before it becomes a problem.</p></div></div></div>

Introduction

<div id="content"><p tabindex="0">As you continue to explore and get to know WalkMe, you will discover a wealth of use cases for your specific needs. To get you started with some ideas, here are 7 of the most common use cases.</p><table border="1" class="table" cellspacing="0" cellpadding="5"><colgroup><col style="width:25%"><col style="width:25%"><col style="width:25%"><col style="width:25%"></colgroup><thead align="left"><tr><th><strong>On boarding (Training)</strong></th><th align="center"><strong>Support</strong></th><th align="center"><strong>Feature Adoption</strong></th><th align="center"><strong>Change Management</strong></th></tr></thead><tbody><tr><td><img alt="" class="inline no-zoom" src="/service/media/WME001_25_en-US_media/WME001_25_en-US_inline/301561_Education_R (1).png" tabindex="0"></td><td><img alt="" class="inline no-zoom" src="/service/media/WME001_25_en-US_media/WME001_25_en-US_inline/299614_Chat-Bubble_R (1).png" tabindex="0"></td><td><img alt="" class="inline no-zoom" src="/service/media/WME001_25_en-US_media/WME001_25_en-US_inline/299599_Checklist_R.png" tabindex="0"></td><td><img alt="" class="inline no-zoom" src="/service/media/WME001_25_en-US_media/WME001_25_en-US_inline/301411_Optimize-Progress_R.png" tabindex="0"></td></tr><tr><td valign="top"><p tabindex="0">WalkMe can help reduce the hours of training with in-app guidance and learning at the moment of need.</p></td><td valign="top"><p tabindex="0">Reduce the influx of support tickets by providing guidance and allowing users to find the help they need any time.</p></td><td valign="top"><p tabindex="0">Surface new features and provide guidance if users want to learn more to improve adoption.</p></td><td valign="top"><p tabindex="0">Guide users through their workflows when transitioning between different software, during major software updates, or when processes change.</p></td></tr></tbody></table><table border="1" class="table" cellspacing="0" cellpadding="5"><colgroup><col style="width:33.33333333333333%"><col style="width:33.33333333333333%"><col style="width:33.33333333333333%"></colgroup><thead align="left"><tr><th align="center"><strong>Data Integrity</strong></th><th align="center"><strong>Productivity</strong></th><th align="center"><strong>Conversion</strong></th></tr></thead><tbody><tr><td align="center"><img alt="" class="inline no-zoom" src="/service/media/WME001_25_en-US_media/WME001_25_en-US_inline/301230_Audit_R.png" tabindex="0"></td><td><img alt="" class="inline no-zoom" src="/service/media/WME001_25_en-US_media/WME001_25_en-US_inline/299903_Line-Graph-Stocks_R.png" tabindex="0"></td><td align="center"><img alt="" class="inline no-zoom" src="/service/media/WME001_25_en-US_media/WME001_25_en-US_inline/301610_Cost_Dollar_Sign_R.png" tabindex="0"></td></tr><tr><td valign="top"><p tabindex="0">Ensure users are entering information into systems correctly so your reporting is more accurate.</p></td><td valign="top"><p tabindex="0">Improve employee productivity by automating or simplifying their workflows.</p></td><td valign="top"><p tabindex="0">Increase customer conversion from free features to paid features with in-app product guidance on key features.</p></td></tr></tbody></table><div class="parentsection"><div class="section"><div tabindex="0"><h4>First time seeing WalkMe?</h4></div><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 view a demonstration of WalkMe.</p><div class="kalturaVideoLessonWrapper"><div aria-label="" class="kalturaVideoLessonContainer" data-testid="video" id="1_2h5pdttd"></div></div></div></div></div>

WalkMe Use Cases

<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>WalkMe - The Leading Digital Adoption Platform</strong></th></tr></thead><tbody><tr><td><p tabindex="0"><strong>WalkMe</strong> is a Digital Adoption Platform that overlays your tech stack, providing insights into application usage, user engagement, associated workflows, and areas of friction. Additionally, WalkMe offers tools to help users navigate and overcome these friction points.</p><p tabindex="0">WalkMe organizes its recipe for success into the <strong>Data. Action. Experience.</strong> methodology.</p></td></tr></tbody></table></div>

Summary

Starting your Digital Adoption Journey: WalkMe Fundamentals

WalkMe Demo - Fundamentals.mp4

It all begins with the data. Walkme Discovery can begin providing your organization with visibility into your tech stack from day one. This is critical, as you can't solve for what you don't know. Unlike traditional asset management tools that only track SSO-enabled platforms, Discovery will help your organization understand the usage of your entire tech stack, identify areas of low software adoption and determine how different departments utilize your software. Ultimately, discovery can help optimize software spend by consolidating redundant and underutilize apps and also allows your organization to plan future technology initiatives based on concrete data. The app dashboard provides a 10,000 foot view into the technology that your employees are using, and this includes both web and desktop systems. You can quickly view key metrics, such as usage, frequency, time spent, and can even identify which AI applications are being leveraged by employees. Ultimately, this data provides technology leaders with a seamless way to gain insights into the health of their technology stack, allowing them to prioritize their efforts and resources accordingly. Once you have identified potential areas of concern, you can then begin to drill down from the high-level view into an application view. The application view allows you to understand usage frequency and a breakdown by department, where users are spending time, what part of the application they are interacting with, and more. From the Discovery Dashboard, you can then drill down further into what is called UI Intelligence. UI Intelligence, Walkney's AI-driven analytics for form-based platforms, provides a granular view into how users are interacting with your most data-heavy systems, enabling you to quickly identify bottlenecks and problem areas. Walkney's AI Engine continuously provides recommendations based on where employees are spending time within forms. UI intelligence can even drill down to the form level, helping you pinpoint where there is the most user interaction, the most errors, and the most time spent. ultimately allowing the organization to focus on solutions that will increase productivity, reduce costly data integrity issues, and reduce employee frustration. Let's take this one step further. With Walkme's Workflow Insights, you can understand how your employees navigate through business processes, even if set processes touch multiple systems and users along the way. You can now identify and resolve digital friction that is slowing down your business by locating exactly where people get stuck, stalled, or make mistakes. For example, here you can see how users navigate through the employee performance review process. With Workflow insights, you're able to view the events that take place, where the drop-off occurs throughout the end-to-end process, and the time that elapses between each crucial step. This allows the business to understand where that digital friction is so that you can then provide WalkMe in a strategic location when and where it's most impactful. Next, we'll spend a few moments taking a look at the typical experience of an employee using technology in their day-to-day role. Then, we'll look at the same experience, but with WalkMe there to help them every step of the way. Ben, an employee at ABC Corporation, needs to set his quarterly performance goals. He logs into the HR system, success factors, but quickly finds himself with a challenge. He is unsure where in the system he needs to navigate to. As he begins to fumble his way through the system, technology frustration starts to kick in. After consulting with a few of his colleagues, he finally finds himself on the goal-setting screen. However, he is now faced with another challenge. He needs to complete this infrequent process with no guidance. He is unsure of his organization's specific requirements and best practices around goal setting, and turns to his internal knowledge base to locate traditional resources such as user guides and videos. The goal setting process is quickly turning into a daunting and frustrating experience, one that is taking Ben away from his core responsibilities at ABC Corporation. This scenario is all too common, even outside of HR applications, and can have costly downstream consequences. consequences. Now, let's look at what this experience could look like with Walkme. Ben logs into success factors and is immediately presented with a personalized notification, reminding him that it is time to set his quarterly performance goals. This type of communication can even be presented directly on the end user's PC before they have launched their browser through Walkney's workstation product, a centralized employee self -service and communication tool that sits on the end user's device. No longer are organizations limited to traditional forms of communication that are often overlooked by employees. These experiences can even be targeted to specific employee segments. Ben clicks to begin, and Walkney's contextual on-screen cues now guide him through the transaction by bringing the relevant details to his fingertips. Not only does Walkney eliminate confusion and frustration that often stems from system navigation, but it also enables the organization to drive data integrity and ensure accurate process completion through strategically embedded on-screen cues. It also reduces the need for users to swivel chair between knowledge bases, out-data training materials, and other resources. Employees can now complete processes correctly the first time, reducing back and forth in the need to spend valuable time fixing, ultimately giving them time back in their day. It's important to note that Walkney can also be proactive, allowing the business to drive specific user behavior and provide critical information in the moment it is relevant. Ben enters his first goal, and Walkney's AI capabilities quickly provide suggestions as to how he can improve the quality of his input. Ben updates his goal based on the feedback provided, and Walkme now lets him know that he is good to go. These types of experiences can ultimately reduce human error and improve the feedback. data quality by validating user input in the moment. Next, let's take a look at Walkney's generative AI capabilities, but from the perspective of a manager who is completing a performance review for one of his direct reports. John logs into success factors and notices an alert at the bottom of his screen that says review pending. This is Walkney X, the only co-pilot that meets the employee in the flow of work across any application, and drives the next best action to streamline process completion. He clicks on the alert, and Walkney's in-application guidance now handholds him through the unfamiliar performance review process. As he navigates through the process, the Walkney X co-pilot continues to follow along, ensuring he knows exactly what to do next. He now needs to gather peer feedback for his direct report. However, at ABC Corporation, this feedback lives in a different system. Walkney's cross-application and front-end automation capabilities seamlessly navigate John to the correct system. Grab the necessary information, ultimately reducing time -spent context switching between systems and costly system and data entry errors. John is then brought back to success factors, where Walkme now leverages generative AI capabilities to streamline the completion of the performance review. The Walkme X writing assistant enters a prompt for John to summarize a peer feedback, eliminating the need for him to spend valuable time figuring out how to write an effective prompt. He can now simply copy the output and enter it into the corresponding field. Additionally, John has access to a number of text tools that can help drive productivity. He can quickly expand or summarize the selected text, check spelling, adjust to a bulleted format, and more, all with just a few clicks, giving him time back in his day. John now decides that in addition to the AI-generated comments that were aggregated and summarized from the peer feedback system, he would also like to add some additional comments for his direct report. However, in his comments, John includes language that would not be considered acceptable or work-appropriate, which could lead to issues from a compliance and or DEI perspective. Immediately, WalkMeX's action bar reacts and provides a language alert and even regenerates John's comments in a manner that is considered work appropriate. Ultimately, WalkMeX provides in context in the moment of need assistance through the power of generative AI. WalkMeX also helps reduce the friction and fear that users often face when leveraging such a new and powerful capability like Generative AI. Thank you.

Feature	Description

Automate routine tasks and deliver personalized guidance to people when and where they need it most.	Give people interactive in-app guidance at the moment of need, a conversational interface to kick off tasks and get answers through natural language, and helpful notifications to stay informed, drive behavior, and compliance.

On boarding (Training)	Support	Feature Adoption	Change Management

WalkMe can help reduce the hours of training with in-app guidance and learning at the moment of need.	Reduce the influx of support tickets by providing guidance and allowing users to find the help they need any time.	Surface new features and provide guidance if users want to learn more to improve adoption.	Guide users through their workflows when transitioning between different software, during major software updates, or when processes change.

Data Integrity	Productivity	Conversion

Ensure users are entering information into systems correctly so your reporting is more accurate.	Improve employee productivity by automating or simplifying their workflows.	Increase customer conversion from free features to paid features with in-app product guidance on key features.