Updated on October 5, 2017
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Solutioning is the second stage of deploying WalkMe on your site. You will work with your Customer Success Manager (CSM) come up with some possible solutions that will address the Business Objectives identified during the Kickoff phase. During this stage your CSM will demonstrate a few solutions and get your buy-in.

The Short Version

In this stage of the process, your CSM will work with you to create a solution that helps improve upon the challenges identified during the Kick-off stage. Your solutions are developed strategically, using the use case and business objectives provided. CSMs go beyond simple process instruction, by utilizing their UX expertise and proven best practices to ensure user engagement and contextual support.

In order to craft a comprehensive solution, your CSM will ask about the specific processes, user roles, challenges, areas, and content that is relevant to your business objectives. The solutioning phase may require more than one meeting depending on the complexity of the business objective. At the end of the solutioning phase, your CSM will present you with an outline of a complete solution.

How It Works

In this call, your CSM will establish your use case and confirm the business objectives. Together you’ll brainstorm potential solutions. Your CSM will partially build out these solutions to get your approval. Once you’ve confirmed your CSM is in the right direction, they will pass your build on to our Professional Services (PS) team.

Questions to Ask:

  • What if a user doesn’t start this Walk-Thru from the beginning of the process?
  • What segments do you want to create?
  • How will I re-engage my users?
  • Have I created solutions that will consistently be used?
  • Are there any known issues with my platform that will make it hard to build on?
  • Are there unique scenarios that will make this build difficult?

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