How 451 Increased Adoption of Its Research Platform With Whatfix

Global research and analyst firm 451 Research covers a range of topics with an extensive repository of reports, white papers, and articles in a purpose-built publishing and research platform customers use to create research requests and search for information. 451 Research partnered with Whatfix to provide in-app guidance and real-time support for these customers, driving user adoption of its research platform.

451 research
BY THE NUMBERS

The Whatfix Difference

Interactive Walkthroughs
guide users to realize value from its online research platform, utilize advanced catalogue features, and enable frictionless content discovery.
Self-Service
empower users to self-discover these features and find the right resources quickly.
In-App Tooltips
highlight and explain changes and new features.
“Our experience with Whatfix overall was heavily positive. From the initial sales inquiry and feature review, to the implementation and partnering with the Professional Services team, everything went smoothly and to plan.”
Aaron St. George, Chief Innovation Officer at 451 Research
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The 451 Research Story

The Challenge of Platform Adoption and Information Discovery

451 Research is a global research and advisory firm that analyzes the technologies, services, and companies that disrupt information technology. With a team of 100+ analysts and research organized into 13 Channels, 451 Research is renowned for high-quality and insightful research.

451 Research covers a wide range of topics with an extensive repository of reports, white papers, and articles made available to customers. Customers use its purpose-built research publishing and digestion platform to create research requests and self-search for information. However, sifting through the research to get to exactly what’s needed was turning out to be a time-consuming process for their customers. It hurts the user experience and defeats the purpose of having a self-service platform.

Aaron St. George, CIO, discovered that 451 Research customers needed more handholding to drive more platform adoption and new feature usage.

The Solution

Whatfix’s In-App Guidance & Self-Help Support

To support 451’s global user base, they had to find a way to guide users within the application with minimal dependence on external intervention. To solve this, Aaron crafted targeted user journeys utilizing specific features to provide the most efficient way to discover information using:

  • Advanced search filters.
  • Guidance on research category details.
  • Best practices of research content discovery.

Whatfix digital guidance helped actualize these user journeys in the 451 Research platform through:

  • Whatfix walkthroughs and self-service capabilities empower users to self-discover these features and find the right resources quickly.
  • Support content and tooltips embedded in online PDF guides help users navigate them effectively.
  • Beacons and tooltips that highlight and explain changes and new features.
The Results

A Powerful End-User Research Experience

The following have been the most significant positives in Aaron’s experience with Whatfix:

Ease of Integration: 451 Research used Whatfix through a JS embed model and found the integration easy.

Professional Services: Whatfix’s Professional Services Group was engaged to develop content. They not only provided very user-centric and prompt service but also gave expert consultation on how the Whatfix platform could be best utilized.

Flexibility: Whatfix works with a simple browser extension that can be used on any web-based application. This, combined with many different types of widgets and customization options, has helped Aaron elevate the user experience across all touchpoints.

451 Research would like to leverage more  Whatfix personalization capabilities to create a tailored user experience based on role and function. Additionally, they plan to utilize the tool to help guide end-users in curated or specifically unique research for their needs.

Industry: Business Consulting

Use Case:

  • User Onboarding
  • Self-Service Support

Application For: Customer Research Platform

User Type: Customers

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A digital adoption platform (DAP) overlays onto other software applications that provide in-app guidance and on-demand support to users. Admins use no-code editors to create, publish, and manage in-app content such as product tours, interactive walkthroughs, smart tips, task lists, and self-help wikis that help assist and guide users through applications in real-time.

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For full pricing information, please visit out pricing page.

Pricing for each product and plan is composed of a flat fee, plus user license fees. The flat fee depends on the product and plan you need. User license fees are defined based on the type of user who will access the application where Whatfix will be deployed, as further defined below:

For employee-facing applications used by your employees for internal business functions a user license is equal to the total number of users with access to such application.

For customer-facing applications used by your customers or external-facing users (partners or any other third-party) a user license is equal to the monthly active users (MAUs) with access to such applications.

What is the largest pure-play digital adoption vendor in the marketing. Explore our Compare Hub to see why Whatfix is the DAP market leader. 

Whatfix supports both web-based, mobile, and desktop (or on-premise) implementations – as well as internal use cases for employees and external use cases for customers.

For our web-based cloud offering, you just need to install our Whatfix Editor extension on Chrome or Firefox, and you are ready to get started. Our editor’s user experience is so simple that you can create interactive guides easily, with no technical dependencies or setup required.

Our mobile DAP deployment utilizes an SDK.

We also offer full support for on-premise setups. Our on-premises export version allows you to export and deploy Whatfix guides on your own web server.

You can find Whatfix DAP on all major software review websites including G2, Capterra, SoftwareAdvice, Gartner, TrustRadius, etc. We recommend starting with Whatfix reviews on G2.com, as it is the largest, most established third-party review network. With 350+ reviews, Whatfix has been named a Leader in the DAP category for 9 consecutive reports.

Our customers range from SMBs, large enterprises, and Fortune 100 companies across verticals, including:

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…and many more – all solving their digital adoption challenges by empowering their employees, customers, and end-users with Whatfix. 

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Whatfix offers two types of user analytics: Guidance Analytics and Product Analytics.

Guidance Analytics is included for all Whatfix DAP customers. It provides engagement and usage data on your in-app content built with Whatfix. See Task List completion rates, Flow dropoffs, Smart Tip views, common Self Help queries, and more.

Whatfix Product Analytics is a comprehensive no-code event-tracking solution. It empowers application owners and product managers to analyze user behavior on internal software and customer-facing apps.

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