Whatfix Digital Adoption Platform
Overview
Whatfix is advancing the "userization" of application technology, by empowering companies to maximize the ROI of digital investments across the application lifecycle. Powered by GenAI, Whatfix’s product suite includes a digital adoption platform, simulated application environments for hands-on training, and no-code application analytics.
Whatfix enables organizations to drive user productivity, ensure process compliance, and improve user experience of internal and customer-facing applications. With seven offices across the US, India, UK, Germany, Singapore, and Australia, Whatfix supports 700+ enterprises, including 80+ Fortune 500s like Shell, Microsoft, Schneider Electric, and UPS Supply Chain Solutions. Backed by investors such as Warburg Pincus, Softbank Vision Fund 2, Dragoneer, Peak XV Partners, Eight Roads, and Cisco Investments, software clicks with Whatfix. For more information, visit the Whatfix website.
Key Features
The Whatfix Digital Adoption Platform (DAP) is designed to help businesses drive user engagement, improve product adoption, and optimize digital experiences across applications. Its features—ranging from in-app guidance and task automation to advanced analytics and integration capabilities—provide a holistic solution for improving user journeys and accelerating digital transformation.
1. In-App Guidance
Product Tours: Create interactive, step-by-step guided tours to onboard new users and showcase key features.
Tooltips & Pop-ups: Contextual tooltips and pop-ups help users understand features and functionality in real time without leaving the application.
Walkthroughs & Tutorials: In-app tutorials and walkthroughs to guide users through complex tasks, improving user experience.
2. Smart Task Automation
Task Flows: Automate repetitive tasks within applications to save time and reduce errors, making processes more efficient.
Pre-configured Templates: Use ready-to-deploy templates for common workflows, improving productivity and user engagement.
3. User Behavior Analytics
Heatmaps & Click Tracking: Visualize how users interact with your application, identify drop-off points, and optimize the user experience.
Journey Analytics: Track user journeys to gain insights into how users are navigating through your product and pinpoint areas for improvement.
Usage Metrics: Get data on feature adoption, user engagement, and performance to make data-driven decisions.
4. Onboarding & Training
Self-Guided Learning Paths: Build customized, self-paced training experiences that allow users to learn at their own pace.
Knowledge Base Integration: Embed help articles and FAQs directly within the app, providing users with instant access to relevant resources.
In-App Search: Users can search for relevant tutorials or knowledge base articles within the application for self-service support.
5. Contextual Support
Help Widgets: Provide users with easy access to on-demand support and FAQs through in-app widgets or floating buttons.
Personalized Messaging: Deliver targeted messages, notifications, or nudges based on user behavior, segment, or stage in the onboarding journey.
6. Multilingual Support
Localization: Deliver in-app guidance and content in multiple languages, ensuring a consistent experience for global users.
7. Integration with Popular Platforms
CRM, ERP, and Collaboration Tools: Whatfix integrates seamlessly with major tools like Salesforce, SAP, ServiceNow, Microsoft Dynamics, and more, allowing for a unified user experience across platforms.
Third-Party Apps: Easily integrate with third-party applications and platforms for a smooth and integrated experience.
8. Data-Driven Insights
Real-Time Analytics: Access real-time performance metrics and user insights to measure the impact of your digital adoption efforts.
Custom Reports & Dashboards: Build custom reports and dashboards that track KPIs such as feature adoption, task completion, and user engagement.
9. Role-Based Personalization
Custom Experiences: Tailor onboarding, training, and task flows to specific user roles (e.g., sales, support, HR) for a more personalized and relevant experience.
Segmentation: Segment users based on various criteria (e.g., behavior, geography, or skill level) to offer targeted support.
10. Compliance and Security
Data Security: Whatfix ensures compliance with major data protection regulations like GDPR, HIPAA, and others, providing businesses with peace of mind regarding sensitive user data.
Audit Trails: Track and log user actions within the platform for compliance and monitoring purposes.
11. Mobile and Desktop Support
Cross-Platform Support: Whatfix works seamlessly across web, desktop, and mobile platforms, ensuring users can access guidance and training regardless of their device.
12. No-Code, Easy Setup
Drag-and-Drop Interface: Easily create and manage in-app guidance, onboarding flows, and task automation without the need for coding.
Instant Updates: Quickly roll out new content, updates, or training materials without requiring developers or IT intervention.
Key Benefits
- 1.25x. Increase in employee productivity.
- 45% Reduction of support queries.
- 84% Reduction in training content creation costs.
- 65% Reduction in go-to-launch enterprise applications.
- 3x. Faster time to proficiency for a new employee.
- 30% Reduction in knowledge discovery time.
