Trusted digital adoption partner of Fortune 1000 companies
Accelerate Microsoft Adoption & Maximize ROI
With Whatfix for Microsoft, support users in the flow of work, maximize usage, and create frictionless workflows across your Microsoft applications.
Achieve business outcomes with frictionless Microsoft experiences
Guidance
Accelerate Microsoft user onboarding and adoption with in-app guidance
Reduce Microsoft time-to-proficiency with hands-on training and enable users with contextual in-app guidance like Flows, Task Lists, and Smart Tips to improve productivity, drive adoption, and achieve business outcomes.
Support
Embed performance support into Microsoft tasks and workflows
Whatfix enables Microsoft users to complete everyday tasks more efficiently with in-app performance support at critical moments – eliminating user friction, reducing data entry errors, improving process governance, and maximizing Microsoft usage.
Analytics
Analyze Microsoft usage, identify friction, and optimize processes
Analyze how Microsoft end-users engage with your in-app content, like Task List completion rates, Flow dropoffs, and Smart Tip views. With Product Analytics, track custom user events and analyze user behavior via Funnels, Journeys, and Cohorts to drive adoption and create frictionless Microsoft experiences.
The Whatfix Platform
Analyze. Create. Engage.
Whatfix is an AI-powered, pure-play digital adoption provider. Trusted by 700+ organizations, Whatfix strives to make technology user-centric, rather than making people technology proficient, with its line of products.
Microsoft Clicks Better With Whatfix
See why Microsoft customers at Fortune 1000 enterprises choose Whatfix as their digital adoption partner.
No-code content editor
Create contextual Microsoft in-app guidance and support content tailored to CRM end-users roles and needs with Whatfix Studio.
Smart context
Automatically deliver contextual in-app guidance and support to Microsoft end-users depending on where they’re at an application, the business process, their role, and more.
Immerse Microsoft users with hands-on training
Create replica sandbox environments of your Microsoft applications for hands-on training without risking live software usage.
Analyze and engage in one platform
Capture user events and Microsoft usage data to identify areas of friction and take a data-driven approach to new in-app guidance, improve product experiences within a single platform.
AI-powered
Integrating generative AI into its digital adoption platform, Whatfix offers content authoring assistance, information synthesizing, performing in-app Microsoft tasks based on user input, and more.
Customer-centric approach
Our digital adoption experts help you drive outcomes, from dedicated onboarding, post-deployment content author training, 24/5 support, our customer community, and Center of Excellence.
See why customers love Whatfix
“Whatfix reimagines our training. It supports in-application guidance across any interface and platform. And it’s so easy to update materials that we can, at last, keep pace with the system changes. Looking back, Whatfix was one of the best decisions we have made.”
Abby Essing Sr. Manager, Operations Services at Renewable Energy Group, Inc.
“The problem with any system training is that it’s really hard to tailor training based on user roles. With Whatfix, you have the opportunity to instantly access information, rather than wait until a subject matter expert is available.”
Nichola Holdship People Development Manager at Acorn Recruitment
“The interactions with the Whatfix team immediately made it clear they were interested in being true partners and not just vendors offering a transaction engagement. If we are going to spend time and money with a vendor, we need to know we are on the same team, not working against each other.”
Ash Shepherd Chief Product Officer at NTEN
“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
“Whatfix is the ideal DAP for agile, customer-centric insurance organizations like Sentry. The difference is that people love using Whatfix. You don’t need technical skills to create and deploy content, it’s packed with innovation, and we can integrate it quickly across almost our entire application portfolio.”
Colleen Behnke Learning and Performance Specialist, Sentry Insurance
“The in-system training is a game changer. Whatfix really helped us move the needle toward using more current and innovative training solutions. We strongly value innovation as an organization and that includes innovating the way we learn.”
Jill Busch Director of Learning and Development at Manpower
WHITEPAPER
How CIOs Build an Enterprise DAP Business Case
Learn how to create an enterprise business case for pitching a DAP investment to key stakeholders.
GUIDE
What Is a DAP?
See why IDC predicts that by 2027, 80% of G1000 organizations will mitigate technical skills shortages and conduct employee upskilling with a DAP in our ultimate guide.
REPORT
The Forrester Wave™: Digital Adoption Platforms, Q4 2024
Read why Forrester named Whatfix a leader in its most recent Forrester Wave™ report.
BEST-IN CLASS SOLUTIONS
Recognized by
industry leaders
Software Clicks Better With Whatfix
With the AI-powered Whatfix DAP, you can create in-app guidance, support users in the flow of work, and analyze application usage.
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