Latest Case Studies & Customer Success Stories with Whatfix Digital Adoption Platform (DAP)

Whatfix drove a 6x increase in Copilot adoption for Microsoft's MSX team within two weeks. The team used Whatfix to... embed in-app guidance and dynamic Copilot prompt suggestions in Dynamics 365 workflows. 89% of Copilot prompts were triggered by Whatfix, leading to 400,000 Copilot interactions. Sellers quickly learned new features and improved productivity. Whatfix became a key part of Microsoft's digital adoption and AI transformation strategy.
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Whatfix helped Syndigo (formerly Riversand) onboard 18,000+ users with in-app guidance. The digital adoption platform improved customer engagement to 89%... on Pop-Ups and drove a 200% increase in webinar attendance. Riversand used Whatfix features like Flows, Self Help, and Pop-Ups to streamline onboarding, training, and feature adoption. The platform enabled multilingual support and reduced time spent switching between resources. Riversand also influenced new Whatfix features through direct feedback.
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Whatfix helped Maxwell Health deflect over 25,000 support tickets using real-time, in-app guidance and self-service support. Maxwell Health created 67... guided flows with Whatfix, leading to a 15% drop in monthly customer support tickets. The platform made it easy for Maxwell Health to update product tutorials and provide seamless self-service for users. Customer satisfaction increased without adding extra resources. Whatfix enabled Maxwell Health to keep documentation current and improve user experience.
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Whatfix used its own digital adoption platform (DAP) to onboard 620 remote employees and answer 941 HR queries in three months. The DAP provided... in-app guidance, personalized onboarding, and real-time support. Features like Self Help, Pop-ups, and Task Lists improved engagement and reduced time-to-proficiency. Whatfix automated training for 120+ internal apps, boosting productivity and employee connection. The solution also increased webinar attendance and reduced HR support questions.
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Whatfix helped 451 Research increase adoption of its research platform. Users struggled to find information and use new features. Whatfix... provided in-app guidance, interactive walkthroughs, and tooltips. This made it easier for users to discover content and use advanced features. 451 Research found the integration simple and valued the professional services and flexibility of Whatfix.
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Whatfix helped PlanetHS deflect over 190,000 support tickets using in-app guidance and real-time self-help. The SaaS platform replaced 1:1 onboarding... calls with 41 guided walkthroughs, reaching 1M+ users. Users engaged with Smart Tips over 9 million times and in-app Flows over 320,000 times. PlanetHS improved registration success, reduced duplicate accounts, and boosted user satisfaction to 5/5. In-app surveys increased feedback response rates and helped identify user friction points.
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Whatfix helped The Select Group (TSG) onboard 200 recruiters yearly to Bullhorn ATS. TSG used Whatfix’s digital adoption platform for... in-app guidance and 24/7 self-help support. 89% of Self Help searches were successful, reducing ATS-related IT queries. Recruiters found answers in seconds, speeding up onboarding and boosting productivity. Managers and new hires used Whatfix to learn Bullhorn faster and more efficiently.
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Whatfix helped Vizient cut contract errors by 93% and save 618 admin hours in six months. Vizient used Whatfix's digital... adoption platform to guide users in Icertis CLM, reducing contract cycle time from 33.5 to 14 days. The platform embedded in-app support, smart tips, and automated NDA flows. Vizient eliminated contract overwriting errors and improved compliance. Legal and procurement teams now complete tasks faster and with fewer mistakes.
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Whatfix helped Cardinal Health Canada launch a new ordering website with a better user experience. The company used Whatfix's digital... adoption platform to provide in-app guidance, product tours, and a searchable Self-Help assistant. 45% of users rated the Self-Help feature as excellent. Cardinal Health Canada created over 50 interactive walkthroughs to support users. The solution reduced customer support queries and improved user adoption.
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Whatfix helped AbleTo scale its virtual mental health services by enabling 10x growth in provider onboarding and saving $71,000 in training costs. The digital adoption... platform improved user onboarding, training, and self-support for 2,500 therapists and coaches. AbleTo saw a 50% increase in patient task completion and reduced provider churn. Clinical meetings now focus fully on care quality, not system support. Whatfix also reduced support tickets and enabled rapid adoption of Salesforce Health Cloud.
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Whatfix helped Shield HealthCare speed up employee time-to-competency on its new Core2 platform. The digital adoption platform provided in-app guidance... and self-help support, reducing the need for classroom training. Employees accessed step-by-step walkthroughs and contextual tips directly in Core2. This improved learning retention and enabled faster onboarding. Shield HealthCare achieved its digital transformation goals and supported all business departments with real-time support.
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Whatfix helped Cardinal Health Canada launch a new ordering website and speed up user adoption. The company used Whatfix's digital... adoption platform for in-app guidance, product tours, and a searchable Self-Help assistant. 45% of users rated the Self Help as excellent. Cardinal Health Canada created over 50 interactive walkthroughs, giving users 24/7 on-demand support. This reduced support queries and improved customer satisfaction.
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Whatfix Digital Adoption Platform helped Marketboomer improve customer onboarding for its SaaS procurement software. Marketboomer eliminated 280 hours of onboarding... and training content creation. The company reduced new customer onboarding and training costs by $71,000 per year. Over 3,000 support tickets were eliminated, with 98% of self-help queries resolved without extra support. In-app guidance and contextual support drove user adoption of Marketboomer PurchasePlus.
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Whatfix helped Compass Group cut digital training content creation time by 70%. The company empowered 1,500 Icertis users with in-app... guidance and on-demand support. Employees now get answers to contract questions directly in the workflow. This improved contract turnaround times and compliance. Whatfix also enabled faster onboarding and efficient change management across Compass Group's workforce.
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Whatfix DAP helped Marketboomer cut $71,000 in annual onboarding costs and save 280 hours on training content. The SaaS procurement... platform used in-app guidance to onboard hospitality customers to PurchasePlus. Marketboomer eliminated over 3,000 support tickets and resolved 98% of self-help queries without extra support. The solution engaged 84% of users and improved customer satisfaction with contextual, in-app training. Marketboomer achieved a 6x ROI from its digital adoption investment.
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Whatfix helped Takealot automate onboarding for 10,000 monthly sellers. The platform used in-app tutorials and self-guided experiences to reduce onboarding... time by 83%. Takealot saved $224,000 by simplifying portal adoption and cutting support tickets. 132,000 seller support tickets were deflected. Sellers learned advanced features and resolved issues with in-app help and alerts.
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Whatfix's digital adoption platform helped Smartbox Group cut login errors by 20% and reduce partner support tickets by 15%. Over 30,000 weekly... logins now benefit from in-app guidance and self-help support. Smartbox used Whatfix to train partners, simplify onboarding, and speed up feature adoption on its partner management portal. Product teams create walkthroughs without developer help, and 75% of partners find answers in self-help search. This improved partner knowledge and the overall gift experience.
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Whatfix helped Takealot, a leading online marketplace, reduce new seller onboarding time by 83%. The platform deflected 132,000 support tickets... and saved $224,000 in one year. Takealot used in-app onboarding, self-guided support, and AI-powered AutoComplete to boost seller productivity. Whatfix Analytics gave Takealot insights into seller engagement and feature adoption. These improvements drove business growth and improved seller experience.
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Whatfix helped Sophos save $390,000 a year by deflecting 10% of firewall support tickets with in-app technical guidance. Sophos used "Sophos... Assistant" to provide step-by-step instructions and self-help support for firewall customers. Over 50,000 in-app Flows were played, and 87% of users found the guidance helpful. The solution accelerated cybersecurity deployments and reduced support burden. Sophos achieved full ROI in just six months.
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Whatfix's digital adoption platform helped Sophos manage frequent Salesforce updates. Sophos used Whatfix to create interactive, on-demand training and self-help... for employees. The solution reduced IT support tickets by 12,000 annually and saved 1,070 hours on training and support. Over 116,000 in-app smart tips were used in the first year. Sophos saw a 15% year-over-year reduction in Sales Ops cases globally.
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Whatfix helped Sophos save $390,000 a year by deflecting 10% of Firewall support tickets. Sophos used Whatfix to launch "Sophos... Assistant," which gave in-app technical guidance and self-support for Firewall customers. Over 50,000 in-app Flows were played, and 87% of users found the guidance helpful. The solution enabled faster deployments and reduced support burden. Sophos achieved full ROI in six months.
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Whatfix helped Sentry Insurance save $950,000 in training, support, and productivity costs. Sentry used Whatfix's digital adoption platform for onboarding,... training, and self-help across eight applications, including Workday and Guidewire PolicyCenter. Training content creation time dropped by 40%. Support tickets decreased by 100 per day. Sentry achieved 94% user engagement and 91% self-help search success with Whatfix.
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Whatfix Digital Adoption Platform helped Sentry Insurance save $950,000 in training, support, and productivity costs. Sentry used Whatfix to create... in-app learning and self-help across eight applications, including Workday and Guidewire PolicyCenter. The solution reduced training content creation time by 40% and cut 100 daily support tickets. Sentry improved user onboarding, support, and customer satisfaction with Whatfix's no-code tools. The platform enabled fast integration and supported over 75,000 customers and 2,000 associates.
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Whatfix helped Windward Risk Managers cut support calls and boost agent efficiency. Agents used in-app guidance in Duck Creek, leading... to an 87% Self Help search success rate. Over 5,500 agents accessed support content 100,000 times. The solution reduced workflow confusion and improved policy processing. Windward saw faster sales and lower support costs.
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Whatfix helped NTEN cut support tickets for its online learning center from 60 to zero. NTEN used Whatfix Flows for... guided onboarding and Self Help for instant answers. This saved 23 staff hours monthly and $8,400 a year. NTEN improved user engagement and made its LMS easier for community members. The nonprofit now spends more time on its mission and less on support.
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Whatfix helped Dimensions UK boost adoption of its iplanit care management app. The nonprofit used in-app guidance, real-time support, and... multi-format training to overcome low IT literacy and outdated training. Dimensions UK saw an 84% reduction in time to create training content, a 20% improvement in patient data accuracy, and a 40% increase in end-user adoption in three months. Whatfix enabled care workers to learn by doing and access support in the flow of work.
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Whatfix helped Old Mutual boost advisor adoption of its internal advisor applications. Advisors used in-app guidance, pop-ups, and self-help to... get answers fast. Old Mutual cut monthly IT support calls by 33%. 88% of self-help searches gave advisors the help they needed. 73% of advisors engaged with Whatfix content. Advisors now work more efficiently and focus on customer needs. Training is now scalable and easier for new advisors.
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Whatfix Digital Adoption Platform helped ICICI Bank improve customer onboarding and engagement for its corporate banking portal. The bank saw... a 5-point increase in customer NPS and cut support questions and tickets by 50%. Whatfix provided interactive, guided onboarding and real-time support, enabling self-service for corporate customers. ICICI Bank used on-premise deployment for security and control. The solution became a key part of their customer acquisition and engagement strategy.
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Whatfix DAP helped Acorn Recruitment cut recruiter onboarding time by 80%. The company saw a 98% drop in Bullhorn ATS... training questions. Knowledge retention on key workflows rose to 84%. Acorn saved 2,454 hours and $42,946 yearly by reducing support queries. Real-time in-app guidance improved compliance and data accuracy for recruiters.
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Whatfix helped ManpowerGroup transition recruiters to Bullhorn ATS with in-app guidance and real-time support. The L&D team created 119 step-by-step... Flows to guide recruiters through complex processes. 92% of recruiters who used Self Help resolved their issues independently. Whatfix's digital adoption platform enabled faster onboarding and improved application proficiency. ManpowerGroup reduced post-training support costs and increased user adoption of Bullhorn.
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Whatfix helped Experian drive Salesforce adoption for its global sales team. Experian used Whatfix to deliver contextual, role-based in-app guidance... and on-demand support. The company saw a 48% reduction in training content creation costs and a 55% drop in support queries. Productivity increased by 72% in the first year. Interactive on-screen guidance cut onboarding from 19 modules to 1, reducing course time from six hours to forty minutes.
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Whatfix helped Experian drive Salesforce adoption for its global sales team. Experian used Whatfix for in-app guidance, real-time training, and... on-demand support. The company saw a 48% reduction in training content creation costs and a 55% drop in support queries. Productivity increased by 72% in the first year. Whatfix enabled faster onboarding, automated processes, and improved user experience for Experian's Salesforce users.
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Whatfix helped bioMérieux reach 88% user adoption for its Icertis contract management system. The company used in-app guidance, smart tips,... and self-help features to resolve over 350 user queries and save 1,293 hours in just over a year. Legal and procurement teams now onboard faster and need fewer support calls. User sentiment improved, and productivity increased with contextual onboarding and embedded support.
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Whatfix Digital Adoption Platform helped AbleTo scale its provider community 10x and save $71,000 in training and onboarding time. AbleTo used in-app... guidance to onboard 2,500 clinical therapists and coaches. Patient task completion increased by 50%. Clinical team meetings now focus fully on care delivery, not system support. Whatfix improved provider experience and helped AbleTo meet rising demand for virtual mental health services.
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Whatfix helped Hays cut support tickets by 75% and boost employee engagement 5x. Hays used Whatfix for in-app onboarding, guided... training, and self-service support in their IRIS CRM. Over 1,500 users benefited from 118 smart tips and 34 interactive walkthroughs. The ERO mascot and pop-up feedback drove high adoption. Whatfix made CRM training faster and improved workflow for Hays recruiters.
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Whatfix helped Baystone Media speed up product adoption for its healthcare marketing clients. The digital adoption platform gave users real-time... onboarding and 24/7 self-help support. Baystone Media saw a 10% drop in inbound customer support calls and a 4.17% decrease in support tickets. Whatfix's in-app guidance made it easier for non-tech-savvy users to use the new website editor. This let Baystone Media focus more on improving its services.
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Whatfix helped OMRON cut expense report rejections by 25% and reduce improper submissions by 7% in SAP Concur. OMRON used Whatfix's... digital adoption platform to guide employees with in-app tutorials and contextual support. This solution streamlined expense management, reduced IT queries, and improved cash flow. Employees adapted quickly to SAP Concur, citing Whatfix as key to the successful rollout. OMRON now plans to expand Whatfix support to more regions.
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Whatfix helped OMRON reduce expense report rejections by 25% and cut improperly submitted reports by 7% after implementing in-app tutorials for SAP Concur. OMRON used Whatfix... to identify friction points in expense processes and provide contextual, guided support to employees. The solution enabled faster reimbursements and fewer IT queries. OMRON consolidated expense management and improved SAP Concur adoption across global teams.
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Whatfix helped Grifols save 400+ hours on Salesforce training and support in seven months. The platform reduced seller training costs... by $107,000 and delivered a 3x ROI on Salesforce investment. Grifols used in-app guidance, real-time support, and multi-format content to boost Salesforce adoption and sales productivity. The solution cut CRM support cases by 22% and improved new hire onboarding. Grifols empowered sales teams to close more biopharma opportunities and enhance customer experience.
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Whatfix helped Ferring Pharmaceutical improve contract lifecycle management with Icertis. Ferring saw a 33% drop in Icertis-related support tickets in... the first quarter. The self-service success rate reached 96%. Employees used 4,000 in-app smart tips daily. Whatfix made onboarding faster and boosted user adoption. Ferring now spends less time on support and more on business projects.
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Whatfix helped PlayOJO, a European online gaming casino, improve player onboarding and retention. Over 500,000 players interacted with Whatfix in-app... content in six months. PlayOJO used personalized pop-ups and flows to guide users, resolve 25,000+ support issues, and promote new features. The onboarding journey became more interactive, leading to a 165% increase in times played and a 154% increase in completion. Whatfix enabled PlayOJO to boost user engagement and reduce drop-offs with targeted in-app experiences.
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Whatfix helped BeerBoard speed up user onboarding and adoption for its SmartBar platform. BeerBoard used Whatfix to provide in-app guided... onboarding, real-time self-help support, and continuous customer training. This led to faster employee training, reduced support calls, and higher client independence. BeerBoard clients learned SmartBar faster and used it more, improving engagement and productivity.
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Whatfix helped ManpowerGroup speed up its Bullhorn ATS rollout. The staffing firm used Whatfix’s digital adoption platform to give recruiters... in-app guidance and real-time support. ManpowerGroup created 119 step-by-step flows and used features like Smart Tips and Self Help. 92% of recruiters who used Self Help solved their issues on their own. This reduced support calls and made training faster and easier.
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Whatfix helped Renewable Energy Group, Inc. cut time-to-proficiency on Salesforce CRM and Oracle JD Edwards ERP by 50%. The company... saw an 83% drop in daily application-related support queries. New employee onboarding time decreased by 3 months. REG used Whatfix’s digital adoption platform to deliver in-app, step-by-step training. This improved productivity and reduced human errors in critical business applications.
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Whatfix helped Comviva cut training video creation time from 40 hours to under 8 hours. The digital adoption platform enabled... in-app, self-guided onboarding and support for Comviva's customers. Comviva reduced knowledge base article creation time by 91%. Customers and internal teams praised the new contextual, searchable training experience. Whatfix's self-hosted model addressed Comviva's data security needs for financial products.
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Whatfix helped ACFS Port Logistics save $64,573 and 4,263 hours by streamlining user acceptance testing and training for their new transportation management system. The digital adoption... platform enabled hands-on user onboarding, embedded feedback, and real-time analytics. ACFS reduced SME onboarding time, improved UAT documentation, and empowered teams to learn at their own pace. The solution integrated with Jira for seamless issue tracking and used video-led training to boost user confidence. ACFS now plans to leverage Whatfix Product Analytics and AI for deeper insights and automation.
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Whatfix helped the City of Bakersfield modernize its Oracle ERP and HCM onboarding. The city reduced rejected invoices by over... 50% using in-app guidance and beacons. 73% of city workers engaged with Whatfix content, boosting user confidence and speeding up training. Support requests dropped as employees used self-help and guided workflows. The city saw faster ROI from its back-office modernization.
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Whatfix helped Smartbox Group improve its partner management portal. Partners had trouble logging in and using the portal, leading to... high error rates and support tickets. Smartbox used Whatfix to add in-app guidance and self-help support. This reduced login errors by 20% and cut partner support tickets by 15%. Over 30,000 weekly logins are now supported with in-app guidance. 75% of partners find what they need using the self-help search.
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Whatfix helped Renewable Energy Group, Inc. cut time-to-proficiency on Salesforce CRM and JD Edwards ERP by 50%. Employees now learn... faster with in-app guidance and step-by-step instructions. Support queries dropped by 83%, freeing up IT resources. Accounting errors decreased as training became standardized. New hires reach proficiency in three months instead of six. REG uses Whatfix analytics to track adoption and improve user experience.
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Whatfix helped Reed, the UK's top recruitment company, drive CRM adoption with in-app, role-based training. 94% of employees engaged with... Whatfix content, and CRM-related IT support calls dropped by 23% in six months. Reed used Whatfix to create interactive onboarding, reduce downtime, and empower sellers. 92% of employees found Whatfix more effective than traditional learning. Reed continues to use Whatfix to optimize CRM user experience and support digital transformation.
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