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You built something great and are solving real business needs. The best DAP programs don't wait for the next project request to land in their inbox. They go looking for it.
Use the tips in this article to run stakeholder discovery sessions, find new use cases in your WalkMe data, get involved in AI initiatives, and pitch your ideas with an internal roadshow.
Read on for more details about how to uncover needs with specific stakeholders, get involved in AI adoption initiatives, host an internal roadshow, and more.
Focus on different departments within your organization and explore how you can partner with them to solve their business challenges and address their team's pain points. The table below includes potential departments to engage and sample questions you can ask to uncover where you can help. (See full question library)
You can also use the use case slides in the pitch deck template to share common use cases - and potential solutions - by department.
After you identify a group, reach out to the application owners and/or team leads to set up a quick call to connect to learn more.
| Department | Questions to ask |
| Support | What are the top 5 self-service questions you receive tickets about? |
| IT | Which applications generate the most "how do I...?" questions? |
| Operations | Where do processes consistently slow down or require rework? |
| Sales | Which tasks do your team members spend the most time on? |
| Customer Success | How can we help CSMs spend less time doing admin and more time with clients? |
| Product | Which features have low adoption rates, and do we know why? |
In addition to stakeholder discovery sessions, you can use your own data to uncover hidden adoption gaps and high-impact opportunities.
The table below highlights key WalkMe analytics tools you can use right now to identify exactly where your users need the most help.
What is it?
Get a visual, high-level overview of how your WalkMe solutions are performing each week and which features you're taking advantage of.
How to use it
Use these insights to identify wins that you can replicate for other processes and uncover recommended feature usage that can lead to high-impact opportunities.
What is it?
Understand what your users are searching for in your WalkMe help menu and whether those searches successfully guided them to relevant in-app guidance.
How to use it
View the most searched terms to see what users are struggling with and/or where they need help → that's a great potential use case.
Example: If "auto reminders" has high searches but low success, you know exactly where to build new guidance that will drive results for your users and your stakeholders.
What is it?
Visualize step-by-step processes to show you exactly where users get stuck or drop off across your applications.
How to use it
See the sequence of steps users take across pages, systems, and WalkMe content to identify areas for improvement that you can bring to your stakeholders. Tip: Use “Compare” mode to demonstrate the measurable impact of your improvements.
Example: Track a multi-step process to see where users slow down or abandon it. If analytics show they spend the most time on step four, you can deploy targeted solutions to accelerate completion.
What is it?
Analyze form interactions and engagement, tracking time spent, identifying friction points or errors, and specific field usage – and get automatic recommendations for improvements.
How to use it
Streamline your prioritization process and uncover new opportunities for form optimization.
Example: Analyze your CRM form fields and identify fields that are slowing sellers down and/or are underused, identify if all fields are necessary, and/or build solutions to help users complete forms faster and more accurately.
What is it?
See a comprehensive overview of every application in use in your organization, regardless of whether WalkMe is currently active on them.
How to use it
Use WalkMe Discovery insights to identify “Shadow AI/IT” applications, overlapping applications where you can optimize costs, license utilization, and more.
Example: If you see multiple video conferencing tools in use, you can approach teams to discuss consolidating – or if you see usage of various “unapproved” AI tools, you can create guidance to direct users to approved solutions. (See below for more AI adoption ideas!)
What is it?
Understand specific end user interactions with site elements or pages to understand user behavior.
How to use it
Use the Events visualization dashboard to identify feature usage trends and adoption.
Example: If a new feature has low adoption in the first month after release, implement a ShoutOut to increase awareness of the capability and its benefits.
What is it?
View a list of processes broken up by business domain.
How to use it
Use the Workflows Catalog to see ways that other organizations use WalkMe in common processes.
Example: Have an upcoming discovery call with an HR stakeholder? Check out the Workflows list to get ideas of the key business processes their team works with you may be able to address.
Your organization's AI rollout is one of the highest-value moments to get involved as a DAP Professional. When a new AI tool lands in your organization, most teams focus on the technology and overlook adoption: whether employees actually know how to use it, trust it, and build it into their daily workflows.
That's exactly where YOU come in.
Opportunities to get involved in your organization's AI rollout can show up in many ways. Here are a few to be on the lookout for:
You can also proactively engage with individual teams to understand which AI solutions they're using, applying the tactics described in the above sections.
Once you've identified an AI initiative, here are a few common problems stakeholders may experience and how you can use WalkMe to support adoption:
| Opportunity | Problem | WalkMe Solution | Impact |
| Employees don't know which AI tool to use (or when) | Teams have access to multiple AI tools but default to what they know, ignore them, or waste time figuring it out on their own | A role-based prompt navigator surfaced in the flow of work; one click opens a curated menu of prompts and tools relevant to the user's role and current task | Higher AI tool adoption, less confusion, faster time-to-value on AI investments |
| Shadow AI creates compliance risks | Employees reach for unapproved AI tools because they don't know what's sanctioned or how to use approved alternatives |
Use WalkMe Discovery to understand AI tool usage across the business with robust analytics to pinpoint “unsanctioned” solutions and/or tool overlap ShoutOuts redirect employees to approved tools with a one-line explanation of why the approved tool fits |
Greater visibility into AI tool usage, reduced risk, measurable increase in compliant behavior |
| AI-based workflows exist, but employees don't use them | There was a launch. People went back to the old way, especially when the AI tool requires leaving an existing workflow | In-app guidance recommends the AI workflow at the moment of relevance and initiates it | Higher activation rates, measurable time saved per task, sustained usage beyond the initial launch push |
| Low adoption rates and change fatigue | The old way still feels easier; employees avoid the new workflow or make mistakes in it | ShoutOuts prime employees before a new tool is rolled out; in-app guidance for first-time use; Analytics shows where people drop off so you can iterate | Higher adoption of the new workflow, user habits form |
| Unease about AI technology | Users are uncomfortable about AI tools and/or don't know where to start | A rotating 'Prompt of the Week' ShoutOut surfaces inside the relevant tool for the right user segment: one prompt, one use case, every week | Low-lift way to drive engagement and drive broader AI fluency across the organization |
| Employees write ineffective, costly prompts | People are using AI tools, but burning consumption credits with inefficient prompts | Surface prompt guidance in-app and tooltips that analyze prompts and optimize them | Improve spend and "teach" users how to run effective AI tasks |
When you bring this to a stakeholder, keep it simple. You're not selling WalkMe, you're helping them solve a problem – or stop one before it starts.
"You're investing in [AI tool] and it's extremely valuable. WalkMe can help us make sure employees will actually use it – and use it effectively.
We can understand who's using which AI tools and how, surface “how to use and how to prompt” guidance at the moment employees need it, flag where people are getting stuck or reverting to “old ways” before it becomes a problem, and more.
The result: faster adoption, continued usage, better AI proficiency across the org, and ultimately, really getting the value out of these powerful tools.”
After you've done your research and uncovered a high-impact opportunity (or multiple!), it's time to pitch it! We recommend hosting an “internal roadshow” to spread the word about what you're able to do with WalkMe.
What is it?
When to host one?
Where to start?
Now that your impact is growing, learn how to make sure your stakeholders know about it ➡️