WalkMe Onboarding Process Overview
Brief Overview
Welcome to WalkMe, your trusted platform for creating seamless digital experiences. We're excited to help you improve user engagement, reduce inefficiencies, and solve key business problems—all with WalkMe's cutting-edge tools.
To ensure a smooth onboarding process, WalkMe's onboarding strategy can be divided into three key stages: project readiness, solution design and creation, and go-live and beyond. Read on for a summary of each stage, and visit the linked articles to dive deeper into key outcomes, help resources, and best practices.
1. Project Readiness
This stage is all about preparation and sowing the seeds of your success.
Assemble the Project Team
Bring together key stakeholders, including project managers, subject matter experts, and technical contacts. This core team will be jointly responsible for the success of your WalkMe implementation.
Define Your Goals
Identify the business problem to be solved. For example, are you introducing your users to a new platform or feature? WalkMe can help you accelerate the adoption of new processes and tools, reduce support ticket volume and costs, and more. Define your specific goals to help clarify the scope of your digital adoption project.
Set Up Your WalkMe Account
Log in to your WalkMe account and explore the platform. Configure permissions so your team is ready to start building, reviewing, and analyzing content.
2. Solution Design and Creation
This is where the core of your WalkMe solution starts to take shape.
Complete Your WalkMe Training
Explore our self-paced trainings in the Digital Adoption Institute to learn the skills needed to successfully use WalkMe based on your role.
Build Your Content
Using the goals you defined at the start of the project, it's time to start crafting your digital adoption solution using Smart Walk-Thrus, SmartTips, Launchers, and more. These tools offer guided experiences, enhancing usability and seamlessly guiding users through their workflows.
Conduct User Testing
Frequent testing during this stage will ensure your content not only works on your chosen platforms, but that it solves your users' needs as well. Check that every walkthrough, tip, or automation flows smoothly with no hiccups.
3. Go-Live and Beyond
This is the most exciting stage—you're ready to deploy your WalkMe content and see its impact!
Communicate Your Rollout Plan
Notify your key stakeholders to ensure everyone understands the impact and value of your new solution.
Publish Your WalkMe Solution
Push your content to production and watch as your end users' workflows are improved!
Measure, Iterate, and Improve
Use WalkMe Insights to gather data on how users are interacting with your content and platform. Are they completing tasks faster? Are there sticking points in specific walkthroughs? Regular updates help ensure the solution continues to meet evolving user needs.
Expand your DAP Use Cases and Impact
Leverage our Champion Toolkit, DAP Blueprint, and other resources to expand and scale your digital adoption program.