

A digital adoption platform (DAP) can be used on any application to enable end-users with contextual experiences, like in-app guidance, and support, that drive end-user productivity and helps achieve better business outcomes.
In this article, we’ll share real examples of DAP use cases on CRM, HCM, ERP, and other application interfaces and workflows from enterprise companies.
Each example is powered by Whatfix, and we break down each use case by the company’s pre-DAP state and business impact, the process improvements made with Whatfix, and the benefits and outcomes each company accomplished with Whatfix’s DAP.
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.
This section covers examples of enterprises implementing Whatfix’s DAP on their CRM applications and SFA processes that enable salespeople with guided experiences and contextual support.
These use cases are outcome-orientated, and we’ll break down each use case with process details, pre-state issues, its business implications, process improvements with DAP, and the benefits achieved post-DAP implementation.
CRM & sales force automation use cases:
Reed utilized Whatfix to take a modern approach to CRM adoption, with in-app guided training and self-help end-user support
REG reduces sellers time-to-proficiency on Salesforce with Whatfix’s in-app guidance, continuous learning, and on-demand support.
This section explores DAP uses cases implemented by Whatfix partners across ERP tasks and workflows on procurement, supplier management, order requisition, and related processes.
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.
ERP use cases:
This section will cover real business use cases from Whatfix partners on HCM software 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 use cases:
Manpower Enabled Recruiters With Whatfix’s Moment-of-Need, In-App Guidance on Core HCM & Recruitment Application Processes
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 industry use cases:
Frequent errors in worker compensation claim adjustments.
Costs and losses for the insurance provider due to claim rejects, inaccurate claims, adherence to compliance laws, and poor policyholder experience.
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 industry use cases:
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:
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:
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.
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.
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.
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.
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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