Sophos Firewall Saved $390,000 With In-App Technical Guidance and Self Support for Its Firewall Customers

Sophos used Whatfix’s digital adoption platform (DAP) to enable customers to find instant answers for its XG Firewall implementation questions, accelerate cybersecurity deployments for new customers, proactively stay ahead of complex security threats, and provide self-help support for users.


The Whatfix Difference


saved annually in case and support ticket deflections.


of Sophos’ Firewall support tickets deflecting last year.


in-app Flows were played via the Sophos Assistant.

“We will definitely use Whatfix to drive more in-product communication across a greater range of products. Cybersecurity is vital – but it’s also vital to get it right. With in-app guidance, we can help the next generation of Sophos customers secure their future.”

Remi Preghenella

Director of Product Documentation and Digital Adoption at Sophos

The Challenge

Guiding users through the complexities of cloud network security

Sophos is a global leader in advanced cybersecurity solutions, including managed detection and response (MDR) and incident response, with a broad portfolio of endpoint, network, email, and cloud security technologies. As one of the largest pure-play cybersecurity providers, Sophos defends 500,000+ organizations and 100 million+ users globally.

Sophos’ Firewall platform is a flagship product line, safeguarding customers’ data from active adversaries, ransomware, phishing, malware, and more. 

Sophos’ challenge was to guide users through the complexities of firewall configuration, deployment, and maintenance. Accurate configuration was vital, as adversaries only needed to be lucky once to bypass a customer’s firewall and gain access to sensitive data, networks, and devices. Many customers relied on Sophos’ technical support, as they lacked the expertise and engineering resources of a dedicated in-house security operations center to manage the firewall implementation.

This resulted in a high volume of support inquiries about firewall implementation and deployment for new customers.

“We received approximately 74,000 support tickets last year from customers, many being questions about firewall integration. By deflecting more inquiries to digital self-assistance, we would not only ease the burden on the support center but also provide a faster, more rewarding service experience.” said Remi Preghenella, Director of Product Documentation and Digital Adoption at Sophos.

Sophos was already a satisfied Whatfix customer, using its DAP to manage internal change for its salespeople on Salesforce, helping to reinforce the learning provided during initial training for all Salesforce end-users. 

The results were exceptional – reducing IT support tickets by 12,000 annually, saving 1,070 hours on employee training and support-related time, and engaging Sophos’ salespeople with 116,000+ in-app smart tips interacted with in the first year of its Whatfix implementation.

“In time, we want Whatfix to become an integral part of all our products,” said Preghenella. “The Whatfix digital experience layer is the next step in that journey.”

The Solution

“Sophos Assistant” provides in-app, contextual guidance in the moment of need for its Firewall customers

Whatfix provided interactive in-app guidance and contextual self-support to thousands of Sophos Firewall customers, which was launched as “Sophos Assistant” and provided a self-help overlay on its web admin console UI.


Continuous guidance at the moment of need allowed technical and less technical security teams to quickly get answers to their questions and rapidly overcome problems with deployment configuration and change management.

Step-by-step instructions (Flows), pop-ups, and a self-help knowledge repository (‘Sophos Assistant’) were integrated inside Firewall’s UI, with approximately 700 links to Sophos Firewall-related help and support content.

Last year alone, over 50,000 in-app Flows were played, and support documentation was referred to 34,000+ times. A Sophos customer survey discovered that 87% of its Firewall users found the in-app guided Flows helpful.


Last year alone, Whatfix guidance deflected 10% of Sophos’ Firewall support tickets, equal to a savings of $390,000 annually based on the unit cost of an individual support call. This translates into a complete ROI of its Whatfix investment after only six months of deployment.

Case deflection was just one of the advantages of this forward-thinking strategy.

“Whatfix is an education tool – it’s helped train cybersecurity professionals to use the firewalls and ensure their organizations are safeguarded from attack,” said Preghenella.

Whatfix Customer Success was instrumental in this implementation – as was the Whatfix Community, which provided another valuable source of innovation.

“It’s been great working with Whatfix; they are open to new ideas. We suggested an innovation and three months later saw it in production. They listen, collaborate, and care about our business goals.” Preghenella added, “the Whatfix Community is a great way to meet up, spark new ideas, and see what other like-minded customers are doing with Whatfix. It has accelerated Sophos’ transformation.”

In time, Sophos will roll out a Center of Excellence to help accelerate the use of Whatfix across other security applications.

“We will definitely use Whatfix to drive more in-product communication across a greater range of products. Cybersecurity is vital – but it’s also vital to get it right. With in-app guidance, we can help the next generation of Sophos customers secure their future.” he added.

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Cloud Security

Use Case

  • Technical Documentation
  • Customer Self-Help Support
  • In-App Guidance


  • Sophos Firewall

Don’t see your answer? Send a message to our live chat, we’d be happy to help!

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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Whatfix supports both cloud and on-premise implementations.

For our cloud offering, you only need to install our Whatfix Editor extension on Chrome or Firefox and you’re ready to get started. The user experience of our editor is so simple that you can create interactive guides easily, with no technical setup required.

We also offer full support on on-premise setups. Whatfix guides can be exported and deployed on your own web server with our on-premises export version.

Our pricing is entirely based on customer requirements and usage. We have tailor-made pricing models for SMBs and large enterprise companies. For more details on pricing, visit our pricing page or you can contact us at [email protected] or call us at +1-800-459-7098. We would be happy to provide you with a custom quote.

Our customers use Whatfix for a variety of use cases, including: 

  • Supporting change and digital transformation efforts.
  • Contextual employee training, onboarding, and performance support across your entire software applications and digital processes.
  • Building UI elements such as product tours and walkthroughs for better user onboarding experiences.
  • Creating self-help portals to provide end-users and customers with on-demand guidance and support.
  • Building better employee and customer experiences through advanced product analytics and behavioral data.

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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