This is the onboarding phase where your WalkMe project starts coming to life! During this phase you'll continue learning about digital adoption best practices and start putting them to use by building and testing your first solution. 

Key Outcomes

• Complete Your WalkMe Training: Learn the skills needed to successfully use WalkMe based on your role.
• Build Your Content: Use WalkMe's full suite of guidance tools to create an effective solution.
• Conduct User Testing: Ensure your solution works and expected and effectively helps your end users.

1. Complete Your WalkMe Training

The Digital Adoption Institute (DAI) offers comprehensive training to help you master WalkMe's tools and methodologies. Everyone on your project team should complete the DAI course  WalkMe Fundamentals, a 30-minute self-paced course that provides a high-level introduction to digital adoption and the WalkMe platform. It's a great starting point for all users, whether you're focused on strategy or technical implementation, and lays the foundation for further learning as you dive deeper into WalkMe.

Then, to continue your digital adoption upskilling, complete one of our role-based intro courses: 

• Builder - become proficient in using the WalkMe Editor, creating the right content for your team's needs
• Project Lead - learn how to plan, implement, and evaluate a digital adoption project 
• Program Manager - establish, mature, and scale your digital adoption program

Completing your WalkMe training ensures you're well-prepared to drive digital adoption at your organization.

2. Build Your Content

It's time to start designing content tailored to your users' workflows. WalkMe offers a variety of tools that you can incorporate to address specific challenges, including but not limited to:

• Smart Walk-Thrus: Provide users with step-by-step guidance to complete tasks seamlessly.
• SmartTips: Place contextual tooltips strategically to deliver information when and where users need it.
• ShoutOuts: Use notifications or pop-ups to highlight key updates or share important announcements.

Take the time to align your content with your organization's goals and focus on improving user productivity. Ensure your design is intuitive and supports users at each stage of their workflow.

For more information on creating effective WalkMe content, check out these step-by-step guides on planning, building, and measuring solutions for our most popular use cases:

• Improve Employee Productivity
• Improve Customer Onboarding and Retention
• Reduce Support Costs
• Accelerate Change Management
• Streamline Employee Onboarding
• Improve Data Quality and Compliance

3. Conduct User Testing

Before deploying your content at scale, it's important to test it thoroughly. Testing your content not only ensures that it works on your chosen platforms, but that it solves your users' needs as well.

 Follow these steps to test with success:

• Select Test Users: Choose a small sample of users, ideally representing multiple personas. Aim for two testers per persona to gather well-rounded feedback.
• Test Segmentation: Verify that content is displayed properly for each user segment and aligns with their specific workflows.
• Evaluate User Experience: Observe testers as they interact with your WalkMe content. Take note of areas where users may face friction, and refine your content accordingly.
• Test Proactively with Testing Automation: Use WalkMe Shield to ensure your content experience remains consistent through browser updates and software changes.

For a complete breakdown of how to test your WalkMe content, check out these resources: 

• Quality Assurance Testing
• Quality Assurance Testing Best Practices by App Type
• Flow Tracker
• Getting Started with WalkMe Shield

Next Steps

Once you've successfully built and tested your WalkMe content, it's time to get ready for the final onboarding phase: Go-Live and Beyond.