23 Uses Cases for a Digital Adoption Platform (DAP)

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A digital adoption platform (DAP) can be used on any employee-facing or customer-facing application to enable end-users with contextual experiences that drive end-user productivity and business outcomes.

In this resource, we’ll share common Whatfix DAP use cases from our various Fortune 500 partners to provide examples of how a DAP enables end-users with the guidance and performance support they need, in the flow work, to drive business outcomes.

What Is a Digital Adoption Platform?

A digital adoption platform (DAP) overlays on any application to enable end-users to better learn, adoption, and use an application and its workflows. DAPs like Whatfix provide organizations with a no-code editor to create in-app guidance and self-help user support experiences such as interactive walkthroughs, step-by-step guidance, task lists, pop-ups, self-help wikis, and more.

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CRM & Sales Use Cases

In this section, we’ll cover actual business use cases of Whatfix partners related to CRM applications and sales processes.

These use cases are outcome-orientated, and we’ll breakdown each use cases with process details, pre-state issues, its business implications, process improvements with DAP, and the benefits achieved post-DAP implementation.

CRM & DAP | USE CASE #1

Improved CRM data hygiene and quality

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CRM & DAP | USE CASE #2

Increased lead-to-opportunity conversion rate

CRM & DAP | USE CASE #3

Improved win rate with better access to competitive intel

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CRM & DAP | USE CASE #4

Increased deal sizes with cross and upselling

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CRM & DAP | USE CASE #5

Improved reporting and forecasting accuracy through better data quality

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CRM & DAP | USE CASE #6

Improved sales training effectiveness with simulated real-life scenarios in CRM

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REED + WHATFIX CASE STUDY

Reed utilized Whatfix to take a modern approach to CRM adoption, with in-app guided training and self-help end-user support

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CRM & DAP | USE CASE #7

Improved upsell potential by nudging sellers with customer behavior signals

CRM & DAP | USE CASE #8

Improved revenue generation potential by optimizing customer visits by sellers

REG + WHATFIX CASE STUDY

REG reduces sellers time-to-proficiency on Salesforce with Whatfix’s in-app guidance, continuous learning, and on-demand support.

CRM & DAP | USE CASE #9

Improved support agent performance with customized training and assessment

Enable your sellers and drive CRM adoption with in-app guidance and self-help performance support

HCM & HR Use Cases

This section will cover real business use cases from Whatfix partners on HCM applications and core HR processes across employee onboarding, L&D, performance management, recruiting, and more.

These use cases are outcome-orientated, and we’ll explore each use case, including its essential details, pre-DAP issues, business implications, outcome improvements with DAP, and the benefits achieved with Whatfix.

HCM & DAP | USE CASE #1

1. Improved performance review process and completion rate

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HCM & DAP | USE CASE #2

2. Improved benefits enrollment completion rate

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HCM & DAP | USE CASE #3

3. Improved recruitment process by hiring managers

MANPOWER + WHATFIX CASE STUDY

Manpower Enabled Recruiters With Whatfix’s Moment-of-Need, In-App Guidance on Core HCM & Recruitment Application Processes

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HCM & DAP | USE CASE #4

4. Reduced time-to-hire and improved quality of new hires

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HCM & DAP | USE CASE #5

5. Accelerated the performance review timeline

HCM & DAP | USE CASE #6

6. Improved time-to-proficiency of new recruitment consultants

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HCM & DAP | USE CASE #7

7. Built a blended learning solution with in-app training.

Accelerate adoption of your HCM software with contextual in-app guidance and self-help support

Insurance Apps Use Cases

This section covers real use cases from Whatfix insurance provider partners on their internal claims adjustment and processing teams, as well as for policyholder-facing experiences.

These use cases are outcome-orientated, and we’ll explore each use case, including its essential details, pre-DAP issues, business implications, outcome improvements with DAP, and the benefits achieved with Whatfix.

INSURANCE APPS & DAP | USE CASE #1

1. Improved policyholder experience through support process standardization

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INSURANCE APPS & DAP | USE CASE #2

2. Improved compliance for claims adjusters

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INSURANCE APPS & DAP | USE CASE #3

3. Improved claims process efficiency by enabling adjusters to be more productive

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Banking Apps Use Cases

This section covers real use cases from Whatfix partners in the banking industry on loan management software for internal adoption, as well as for self-service internet banking applications to drive customer adoption.

These use cases are outcome-orientated, and we’ll explore each use case, including its essential details, pre-DAP issues, business implications, outcome improvements with DAP, and the benefits achieved with Whatfix.

BANKING & DAP | USE CASE #1

1. Reduced loan processing time with a more efficient credit memo creation process

BANKING & DAP | USE CASE #2

2. Reduced loan approval times with improved process compliance

BANKING & DAP | USE CASE #3

3. Facilitated transition from legacy loan application to new digital banking platform

BANKING & DAP | USE CASE #4

4. Enabled self-service for customers on its new online banking app

Software Clicks With Whatfix

Whatfix’s DAP is a no-code platform that empowers organizations to drive technology adoption and enables end-users with contextual in-app experiences.

Whatfix enables organizations to take an “Analyze, Build, Deliver” approach to application adoption, whether you’re enabling employees on a new CRM, HCM, ERP, etc., or enabling product teams to drive customer adoption with better product-led experiences backed by data.

With Whatfix, you can:

1. Create branded, contextual in-app guidance

With Whatfix’s no-code editor, you can create in-app guided content contextual to different end-users. It enables users with an on-brand, consistent experience across applications and allows teams to create various types of UX overlays, including:

  • Product Tours
  • User Onboarding Checklists
  • Alerts and Pop-Ups
  • Beacons and Tooltips 
  • Self-Help Wikis
  • Field Validations
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Whatfix’s in-app guidance goes beyond onboarding and support. You can alert employees or customers to important company news and announcements, drive awareness of new features, highlight product or process updates and more with Whatfix’s beacons and tooltips.

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2. Provide on-demand self-help support

Whatfix Self-Help provides application users with a self-service wiki that overlays on any application. Self Help connects and integrates with your knowledge base, process documentation, LMS, third-party links, and more – and can also launch a user through a specific guided process. This enables end-users to learn while doing, helps drive adoption, and decreases friction.

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Whatfix Self-Help is also searchable, allowing end-users to find exactly what they’re looking for without leaving the application. Its smart AI helps organize and suggest certain help content and related Whatfix Flows. It also analyzes your users searches to help spot what’s causing the most issues and to identify new help content, documentation, and in-app experiences to prioritize.

3. Analyze product usage and user engagement with product analytics

Whatfix Analytics enables IT teams, digital enablement professionals, and product managers to understand how internal software or customer-facing applications are being used, empowering them to make data-driven adoption decisions.

Whatfix Analytics is codeless, event-based analytics framework that enables companies to track user engagement, map user flows and journeys, segment users into cohorts, identify dropoff and friction points, analyze product trends, drive overall product adoption.

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Teams can gather more qualitative data and user sentiment with in-app customer and employee feedback surveys. These native surveys collect end-user feedback on product experiences and in-app guidance in real-time. This can include traditional NPS surveys, onboarding and training feedback, or more detailed, targeted feedback campaigns.

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What Is Whatfix?
Whatfix is a digital adoption platform that provides organizations with a no-code editor to create in-app guidance on any application that looks 100% native. With Whatfix, create interactive walkthroughs, product tours, task lists, smart tips, field validation, self-help wikis, hotspots, and more. Understand how users are engaging with your applications with advanced product analytics.
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Software Clicks With Whatfix
Whatfix's digital adoption platform empowers your employees, customers, and end-users with in-app guidance, reinforcement learning, and contextual self-help support to find maximum value from software.

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