UI Intelligence: Getting Started Guide

Download as PDF

Brief Overview

UI Intelligence (UII) analyzes how your users are interacting with your forms. It provides charts and information using the UII collected data. For an introduction into UII and its use cases, check out the UI Intelligence introduction article.

This article will review UII and how you can use it.

How It Works

UII is made up of a Overview Dashboard, which offers a high-level view of all of your forms’ usage and user interaction. You can further dive into a specific form’s performance in the Form page.

How to Access

After logging into the Console, accessible at console.walkme.com/uii/forms, select UI Intelligence from the NavBar. If you have more than one platform or environment under your WalkMe account, make sure to select the one you wish to examine from the top-right dropdown.

The Overview Dashboard

The Overview Dashboard is your main tool for user behavior analysis, providing great visibility into the day-to-day experience of your users.

You can filter data by time range and department set for a specific form or the entire dashboard view. This allows you to compare results before and after implementing WalkMe solutions, see improvements and the effects on users’ behavior during different periods. We recommend to segment forms by department via IDP to drill into improvement opportunities for specific groups of users. Read more about IDP Integration and how to set it up. 

There are 3 main components that make up the dashboard:

1. Recommendations and high-level metrics:  High-level insights that give you a sense of the volume of user activity and recommendations to improve usability
2. Highlights and trends: Quick opportunities worth investigating and trends in form usage
3. All forms: List of all forms with key metrics for each

Recommendations – Coming soon!

Recommendations take all the data that UII has analyzed on your forms and provides actionable tasks that will help improve your form’s usability and submission rates.

• Click Go to Form to view all the recommendations related to one form.
• Click See all to view all the recommendations for all of your forms.

Recommendations can be marked as read, unread, or archived.

High-level Metrics

Use the high-level metrics to get a quick glance on the performance of your forms

1. Average form completion: Percentage of unique sessions that ended in form submission
2. Errors: Total number of errors encountered across all forms and the average number of errors encountered per form
3. Time Spent: Total time it took users to submit forms. Including errors they encountered during the submission

Recently Analyzed Forms

This widget lists forms that have been recently captured and analyzed by the algorithm.

Recently analyzed forms show:

• Name: The form’s name as determined by the algorithm
• First seen: This is the date that UII added the form
• Tags: Tags are auto-generate based on the IDP integration and other indicators

Highlights

The highlights widget collects the forms that have the most potential for for updates. Highlights offer a quick way to start picking up forms for further investigation. We automatically populate the top forms that are under-performing in several metrics:

• Most errors: These are the forms that have the most errors encountered.
• Most time spent: These forms take the longest to complete of all the forms.
• Lowest completion rate: These forms have less submissions than the other forms.

Click the lightbulb to see recommendations for each form.

All Forms

The all forms widget lists all of the forms that were identified by our AI-based algorithm. The table has the following columns:

• Name: The name of the form as determined by the algorithm.
  • Some names might be slightly different from the actual ones. This is due to an AI algorithm ignoring potentially private information.
• Popularity: The percentage of the most viewed forms out of the total number of all form views.
• Completion: The percentage of form views that ended with a successful submission, out of all the form views.
• Submission errors: The percentage of failed submission attempts out of all the submission attempts (user clicked “Save”).
• Field errors: Total number of form fields in which a validation error happened during a submission attempt.
• Time spent: Average time of successful form submission, regardless of any errors during the process.
• Add tags: Add tags to forms for easy filtering and quickly find related forms and metrics.

You can also export the table’s data for deeper analysis in 3rd party BI tools.

The forms identified by our AI-based algorithm are listed in the main table. For each form you get the following metrics:

Form Page

After selecting a form from the dashboard, you reach the form page.

Here, you can see the actual form (excluding any potential personal content we automatically exclude), see various statistics about the entire form, field-level statistics, and industry benchmarks.

Statistics Per Field

• Switch between Clicks, Errors, and Time Spent to see the statistics for each one
• The highlighting color – green, yellow, and red – indicates the level of interactions with the field or the button – high, average, or low
• Hover over the field to see the exact number of users interactions with it

The fields are highlighted in different colors based on the range in which the specific value is at, for easier orientation when analyzing the data.

The metric by which we present the data is selected at the top of the form:

Form Overview Panel: Form Usage

1. Popularity: The percentage of form views (how many times this form was viewed by users) out of the total number of all form views in the platform. Use it to identify the most popular forms and the less used ones.
2. Completion: The percentage of form views that ended with a successful submission, out of all the form views (submission attempt means the user clicked “Save” or “Submit”).
3. Cancelation Rate: The percentage of times a form was started and then abandoned without submitting.
4. Completion with errors: The percentage of failed submission attempts out of all submission attempts (submission attempt = user clicked “Save”). The higher the submission error rate – the higher the friction and frustration your users are experiencing.
5. Field errors: The total number of fields in the form where a validation error happened during the submission attempt.
6. Unused fields: The number of fields in the form never used or clicked on out of all fields. Use it to identify areas that might need more awareness of users or alternatively, modify the way the form is presented, or even the scope of its content.

Form Overview Panel: Time

1. Completion: The average time it takes to successfully submit the form (regardless if there were any errors during the submission process).
2. Submission Errors: The average time it takes to successfully submit the form where the user has experienced at least one error while filling out the form. Compare it with the Completion time (above) to estimate how much extra time your users are wasting on errors
3. Cancellation: The average time it takes to cancel or exit the form without eventually submitting it. Use it to estimate the time your users spend on forms that weren’t eventually saved or updated, which might indicate high friction, confusion, or lack of knowledge of the platform.

Recommendations – Coming Soon!

Similar to the recommendations widget on the Overview Dashboard, the form’s recommendation tab shows the recommendations unique to this form. You can mark recommendations as read to remove them from this panel.

Add a SmartTip – Coming Soon!

Improve employee experience and reduce friction with a form by adding a SmartTip directly from UII. The item will be captured and generated directly from the UII Console. You can edit, reselect and delete without having to enter the Editor.