What is our primary use case?
In large digital transformations, my main use case for WalkMe is adoption. We are implementing streamlined processes, but change management requires a significant amount of time. By using digital adoption tools like WalkMe, you cannot replace change management, of course, but you can definitely impact it positively to help users understand how the processes have been implemented in the cloud platforms that you have selected.
In the context of supporting HR and using WalkMe within a Workday environment, I realized that we needed a more technically focused person within the HR function itself, not just to do WalkMe, but also to conduct walkthroughs, change management activities, and provide basic first-level IT support to the HR community. WalkMe best sits within HR, as they need to keep it up to date, understand why the process has been implemented that way, and communicate in a user's language rather than an IT person's language. This allows an HR specialist and WalkMe to provide a step-by-step explanation of processes and system implementations, which is a significant advance in any digital transformation context.
In terms of how the field-level support and step-by-step guides have impacted users, we have a quite complex payroll process where we opened up self-service to end users to update some beneficiaries or denote that they now have a child or are entitled to a new benefit package. This process has complex implications regarding payroll, and without WalkMe, we realized very soon that it would be difficult to open this self-service effectively. WalkMe allowed us to ensure the user understood the implications of making those changes and prevented bad data from entering the payroll process, which drove compliance, data quality, and cost savings.
WalkMe supports compliance and regulatory requirements by ensuring that processes are implemented correctly and understood, minimizing room for errors and ensuring legal compliance within HR and financial processes.
WalkMe helps manage change during large-scale projects by covering key change management activities. We provide walkthroughs of the processes and recording sessions while also offering WalkMe at the system level to guide users through how processes work and evolve.
What is most valuable?
The best features WalkMe offers are embedding within screens and showing people exactly how to go through a particular use case. This has very strong potential. Applying some of the digital knowledge to the use case while keeping it in one place is very useful, but the field-level support of what is next, what to do next, and what the impact of doing that is represents the strongest feature.
Since adopting WalkMe, I have noticed that user adoption is far higher and it reduces user resistance significantly. Having previously executed large transformations without a digital adoption tool, those efforts consumed a lot of time and resources, and the results were not as effective. Therefore, WalkMe is an obvious choice for streamlining implementations, ensuring business processes align with user experience.
What needs improvement?
WalkMe does have room for improvement. It is aimed at business professionals rather than IT professionals, which complicates initial pick-up for those in the business who may not have a technical background. Having a mix of technical knowledge, as we did with an HRIS person, ensures better understanding and implementation of WalkMe.
I believe seamless integration is essential for improvements, particularly when using standard cloud projects where you might have several tools such as Salesforce, SAP, and ServiceNow. It is crucial to manage these processes end-to-end to ensure that users have a full WalkMe experience, maintaining a coherent user experience across all integrations.
Governance and security are key challenges to ensure WalkMe effectively supports these areas and maintains audibility regarding process changes. As AI impacts jobs, its deployment needs to ensure compliance across complex processes.
For how long have I used the solution?
I have been using WalkMe for around six years, starting at a very large HR Workday transformation in Switzerland, and I have used it since then at other clients on major projects.
What do I think about the stability of the solution?
WalkMe is stable.
What do I think about the scalability of the solution?
WalkMe performs well within our major platforms serving thousands of users, and we have had no issues with performance. Our customer support experience has been good, without any significant issues as far as I am aware.
How are customer service and support?
I would rate customer support an eight. Although I am not heavily involved in support day-to-day, I have not encountered any major problems.
What about the implementation team?
I have seen a measurable reduction in change management efforts. For instance, in a previous project without WalkMe, five change management resources, including one for communications, were fully occupied for over a year while I managed a similar project with two people using WalkMe, saving about fifty percent of the resources focused during the adoption phase.
What was our ROI?
WalkMe reduces change management costs significantly. New employees can get up and running quickly. Although we have outsourced first-level support, we aim to keep requests low, and I believe WalkMe has helped us maintain support costs by not significantly increasing the number of calls.
I can share that we have used fewer change management resources than before, estimating savings of about fifty percent on change management resources overall, while maintaining knowledge and process management within the business area.
What other advice do I have?
My advice for others considering WalkMe is to understand processes, metrics, and where people need support. Remember that it is an end-user support tool embedded within processes, written in business language rather than IT jargon. I would rate this solution an overall eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Disclosure: My company does not have a business relationship with this vendor other than being a customer.