An understanding of how Digital Adoption is impacting your business, is a critical step in scale.

Adoption conversations should happen early and often in the DAP Journey. Assessments of Digital Adoption impact should be completed continuously as you move through cycles of Deployment and Iteration and Resource Optimization & Adoption phases.

The above visual notes Expansion Approval as a critical milestone before starting the Program Governance phase. If Digital Adoption is aligned to strategic objectives and showing directional impact, executives will provide Expansion Approval: 

• Increased Executive Sponsorship
• Adding people to your DAP team
• Elevation of Digital Adoption as a business need

A story of Digital Adoption impact is only as strong as the buy-in from your Executive Sponsors. Work with your WalkMe Success team to create a business case that resonates with your leadership.

Set up basic architecture for WalkMe to exist on your tech stack and a data-first strategy to understand user behavior. See Administration for more information, and ensure you complete these action items:

☐ Determine Technical Requirements for WalkMe

☐ Determine Deployment Methods (Extension/Snippet)

☐ Set up a Unique User Identifier (UUID) - Use IDP if possible

☐ Set configurations in the Admin Center

☐ Set up Tracked Events and Flow Analytics

☐ Select a Data Collection/Tracking Level in WalkMe Insights

First, conduct in-depth discovery of your business challenges and define opportunities for digital adoption impact. Then, you incorporate best practices and technical information for building WalkMe solutions.

See Build with WalkMe and Analytics and Business Intelligence for more information, and ensure you complete these items:

☐ Include a diversity of WalkMe Content

☐ Incorporate Building Fundamentals

☐ Use Solution Templates

☐ Set up Segmentation to tailor the in-application experience

☐ Set up WalkMe Insights (Reports, Filters, etc.) and Set up Data Integrations to measure impact

☐ Start self-paced learning in the Digital Adoption Institute with Digital Adoption Technical Fundamentals and Beginner Solution Building

☐ Enroll here and complete these 4 sections for 15m of targeted learning: Technical Introduction, Intro to WalkMe Apps, Publishing, and Curriculum Evaluation

☐ Enroll here to complete these 2 lessons for ~2.5h of targeted learning: Orientation and Beginner Solution Building)

Upskill your Project Lead(s) and Builder(s) and start determining division of responsibility for ongoing content delivery. Ensure you complete the following action items:

☐ Understand Roles & Responsibilities of the Project Lead and Builder

☐ Complete WalkMe Digital Adoption Institute courses in the following tracts:

☐ (Role Specific) Complete Certification in Technical Training or Project Management

☐ Create a roadmap of upcoming Digital Adoption Projects to plan for resource needs

Analyze engagement with your WalkMe implementation. Obtain agreement from Executive Sponsors on the business impact.

See Analytics and Business Intelligence for more information and complete the following action items:

☐ Review Insights on a monthly basis

☐ Utilize Insights analysis tools (for example, Insights Reports, Report Builder, and Activity Board)

☐ Complete a Project Value Assessment (Work with your WalkMe Success Team)

Project Governance builds the foundation for Program Governance.

Determine the feasibility of scaling your DAP strategy and begin standardizing at the Project level.

See DAP Blueprint > Getting Started and complete the following:

☐ Conduct a SWOT analysis and use a Maturity Model to understand the current state of digital adoption at your organization

☐ Articulate the following with strategic leaders:

☐ The benefits of operationalizing your digital adoption approach

☐ Why standardizing at the project level is a critical first step to scale

☐ Understand which core Standard Operating Procedures you'll need in the coming phases

See DAP Blueprint > Project Governance for more information, and complete the following:

☐ Identify DAP Roles & Responsibilities

☐ Create a Stakeholder Management strategy, including a Stakeholder Map and Communications Plan

☐ Standardize Editor actions with the following SOPs: User Permissions Management, Editor Folder & Naming Conventions, Content Branding & Style Guidelines

☐ Set standards for Project Knowledge Documentation , a Content Maintenance Strategy, and Project Reporting to ensure ongoing success for your Content Delivery team(s)

☐ Complete Quarterly Health Scans (Work with your WalkMe Success Team)

If Digital Adoption is aligned to strategic objectives and showing directional impact, your Executive Leadership Team (ELT) will provide Expansion Approval, where Current & Forecasted Digital Adoption Benefits > Current & Forecasted Digital Adoption Costs.

This could be expansion of

Complete the following for this milestone:

☐ Obtain approval Executive Sponsors on a WalkMe Impact Assessment, Current and Forecasted (Work with your WalkMe Success Team)

☐ Demo Digital Adoption to different stakeholders (+ discuss use cases proven by other WalkMe customers) to build support in preparation for continued growth

☐ Double down on Project Governance. Operational efficiency at the project level is critical to keeping costs optimized in your scaled Cost/Benefit equation.

In the Forrester New Wave: Digital Adoption Platforms (Q4 2022), one of the primary key takeaways is a “DAP Center Of Excellence Is Key To Scaled Deployments.” Once you've implemented standards at the project level, the DAP Blueprint helps you create a Digital Adoption Program, or Center of Excellence.

See DAP Blueprint > Program Governance for more information, and complete the following: 

Step 1 - Align program to strategic objectives 

☐ Business Value Alignment

☐ Data-Driven Decision Making

Step 2 - Create cross-functional operating models 

☐ CoE Governance Models

☐ CoE Program RACI

☐ Intro to IT Governance

☐ Components of IT Governance

Step 3 - Operationalize and prioritize content delivery

☐ Operationalizing the DAP Project Lifecycle

☐ Standardizing Content Delivery

☐ Intake Process

☐ Book of Work

Step 4 - Manage knowledge and grow Center of Excellence reach

☐ Intro to Knowledge Management

☐ Create an Internal WalkMe Knowledge Base

Step 5 - Analyze Center of Excellence impact and iterate on processes 

☐ Conduct Program Impact Assessment

☐ Create a Success Plan to prioritize, monitor and document iteration process