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.
Whatfix Platform
Accelerate Adoption, Scale ROI.
Drive success across the entire software lifecycle. Prepare users before launch, support them with live guidance, and continuously optimize for maximum impact.
Pre-Go Live
Mirror
Create replicate app environments for hands-on training and AI roleplay.
Explore Mirror →
Real-Time Guidance
DAP
Support users in the flow of work with in-app guidance and AI self help.
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Post-Launch
Analytics
Analyze how users engage with applications and launch targeted interventions.
Explore Analytics →
Microsoft Clicks Better With Whatfix
See why Microsoft customers at Fortune 1000 enterprises choose Whatfix as their digital adoption partner.
No-code content
editor
Effortlessly create and maintain contextual in-app guidance across any application with a true no-code editor, matching content to your brand identity without relying on development resources.
Unified approach to digital adoption
Bridge the gap between learning and doing. Whatfix is the only DAP that pairs in-app guidance with application simulation, enabling teams to build hands-on sandboxes that acclerates proficiency, improves skills, and accurately assess readiness.
Cross-application workflow support
Whatfix’s open ecosystem supports cross-app processes, guiding users across systems without disruption. This eliminates friction in complex workflows and ensures seamless full-stack adoption.
Customer services that drive outcomes
Whatfix combines dedicated enablement support, author training, technical support, and customer success frameworks to help teams accelerate adoption, scale effectively, and prove ROI.
Trusted by Enterprises.
Loved by Users
64%
faster time-to-value on digital investments.
67%
higher ROI on enterprise software.
37%
higher user proficiency after 3 months.
72%
increase in overall user productivity.
49M
end-users enabled with Whatfix in-app guidance.
Whatfix reimagines our training. The DAP is easy to use – even for non-technical users. It supports in-application guidance across almost any interface and platform. It’s so easy to update materials, we can finally keep pace with the system changes. Looking back, Whatfix was one of the best decisions we have made.
Abby Essing
Security & Compliance
Your Security Is Our Priority
As a Digital Adoption Platform provider, we must stay aware of regulatory requirements for data. Whatfix’s compliance team ensures our data handling practices meet these requirements.
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
Whatfix FAQs
Don’t see your answer? Send a message to our live chat, we’d be happy to help!
Whatfix helps organizations drive adoption across Microsoft business applications by delivering role-based in-app guidance, self-service support, and analytics inside tools such as Dynamics and Power BI. Users can learn workflows in context and supplement formal training with support during real work. A shared adoption layer also gives application owners a consistent way to identify friction, target underused functionality, and support process changes across a large Microsoft application portfolio.
Whatfix combines guided workflows, contextual support, and hands-on practice so users can learn Microsoft application tasks while performing them. In one Power BI use case, Whatfix reduced subject-matter-expert training calls from one hour to 30 minutes, saving 200 hours across 400 users. The same program achieved a 97% monthly active-user rate, showing how targeted enablement can support both proficiency and sustained application adoption.
Whatfix Self Help, Smart Tips, and guided experiences give users answers inside the Microsoft application where a question occurs. This can reduce repetitive how-to requests and reliance on subject-matter experts across multiple tools. In the Power BI use case, basic support demand was reduced by 50%, while users continued to engage with key functionality at high rates.
Whatfix helps application owners introduce Microsoft feature releases, interface changes, and redesigned workflows with targeted in-app announcements, Flows, Smart Tips, and simulations. Guidance can be segmented by role or user group so employees receive only the changes relevant to their work. Teams can then use analytics to determine whether users adopted the updated process and where additional reinforcement is required.
Whatfix Product Analytics can track feature usage, user journeys, workflow completion, drop-offs, and adoption across supported Microsoft experiences. Teams can compare user segments, identify underused functionality, and measure behavior before and after guidance is deployed. Those signals can be connected with support demand, time-to-proficiency, process completion, and productivity metrics to evaluate the value organizations receive from their Microsoft technology investments.
Software Clicks Better With Whatfix
In-app guidance. Hands-on simulations. Actionable analytics. One unified, AI-powered platform to drive adoption and maximize ROI.