Project Kickoff

Updated on October 5, 2017
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The Project Kickoff is the first stage of deploying WalkMe on your site. Your Customer Success Manager (CSM) will contact you and schedule a meeting to discuss your business challenges and objectives. This stage is about gathering relevant information from you so your CSM can develop a tailored solution for your needs.

The Short Version

In this call, your CSM works with you to identify business challenges or problem areas of your site. Business challenges are then grouped into use cases, which helps the CSM hone in on solutions that may be the most relevant to you. your CSM also works with you to establish Key Performance Indicators in order to measure the impact WalkMe has on problem areas. Finally, be prepared provide important information about your site, such as site credentials, user information, and potential technical difficulties.

How It Works

The Kickoff call is the first meeting you will have directly with your CSM. They have been previously briefed by our sales team, but will use this time to gather more details on your specific challenges. The purpose of this call is to establish a clear use case and clarify your business objectives.

Use Cases

Questions To Think About:

  • What are your biggest pain points?
  • How do you currently offer support?
  • How do you currently provide training?
  • Who are your users?

Who To Invite To Kickoff

You will be asked to invite a few colleagues to your Kickoff, each with a different role:

  • The Decision Maker: Invite someone who has the final say on approving the WalkMe solution your CSM will provide. They can provide important context to what your organization is trying to achieve.
  • Technical Resource/ IT: Invite someone from your development team that has access to your site’s code. This individual can inform the WalkMe team of any technical roadblocks and advise on the best deployment method.
  • WalkMe Builder: Be sure to include the person who will eventually build a WalkMe solution within the editor. The sooner they are involved in the process, the smoother the build will be. For your first release our Professional Services team takes care of all the building, but having your future WalkMe Builder attend gives them the opportunity to learn about the process. To help get your Builder started we offer online courses and a certification program on WalkMe University.

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