Turning Data into Action

Objective

After completing this lesson, you will be able to explain the role of Action in WalkMe's success methodology

Overview

Action highlighted in the Data plus Action equals Experience expression.

Now that we have an understanding of WalkMe’s Data capabilities, let’s check back in with the EMKLAW team on how to turn their newly gathered data into action.

Watch the video on turning data into action.

Key Takeaways
Data reveals inefficiencies when employees must work across numerous applications. There is an opportunity to take action by automating some processes to streamline the experience. Ensuring compliance, security, and privacy policies is essential for EMLKAW.

Action - EMKLAW Use Case 1

Automate Inefficient Processes

Through the Data gathered, EMKLAW was able to identify inefficiencies when employees have to spend time across multiple applications. They recognized Automation of common processes as the solution to these inefficiencies.

Using the Editor to create and automate WalkMe's innovative guidance tools, EMKLAW is able to create Smart Walk-Thrus that complete long forms and click on pre-determined fields. They also went a step further and incorporated the Smart Walk-Thrus into an ActionBot, giving uses a natural, chat like experience to initiate the process.

Watch the video for more information. Note that the video doesn't support audio.

Action - EMKLAW Use Case 2

Enforce Adherence to Policy and Compliance Requirements

EMKLAW is a financial institution and as a result have strict Compliance, Security and Privacy policies that their employees must to adhere to.

Utilizing Shoutouts, EMKLAW presents pop ups that communicate policies to all relevant employees and confirm that they acknowledge them. They also use Invisible Launchers to block fields, buttons, and sensitive information as necessary, along with SmartTips to validate correct information in input fields.

Watch the video for more information. Note that the video doesn't support audio.

Action Overview & Capabilities

WalkMe's Action capabilities allow you to leverage the data to design and deploy user experiences that increase adoption and engagement.

Take immediate action to fix what is broken across workflows and applications.
Design experiences in the form of automation, a conversational interface, tooltips, and other on-screen guidance.
Leverage best-practice templates and pre-built solutions for quicker time-to-value.

Summary

Turning Data into Action

WalkMe screen showing features to turn Data into Action

Take immediate Action to fix what is broken across your workflows and applications.

With WalkMe, builders can create, customize, and manage on-screen guidance solutions, automation and engagement tools.

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