Real-World Case Studies and Customer Success Stories with Whatfix

Whatfix used its own digital adoption platform to onboard 620 new employees remotely. The team created personalized, in-app onboarding and... training for over 120 internal applications. Self Help features resolved 941 HR queries in three months, reducing manual support. Engagement tools like pop-ups and badges increased employee interaction and productivity. Whatfix improved time-to-proficiency and kept remote teams connected using its platform.
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Whatfix helped The Select Group train 200 recruiters each year on Bullhorn ATS. Recruiters accessed 24/7 in-app guidance and self-help,... resolving most ATS issues independently. 89% of self-help searches answered recruiter IT support queries. TSG digitized onboarding and training, speeding up time to competency for new and tenured employees. Managers and engineers found it easier to build and deploy training content. Whatfix analytics guided content creation, improving help resources over time.
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Whatfix helped Riversand onboard over 18,000 users with in-app guidance. Riversand used Whatfix to centralize training, reduce time spent switching... between resources, and deliver contextual help. The Self Help and Pop-Up features enabled 89% engagement on critical updates and a 200% increase in webinar attendance. Riversand also leveraged multilingual support for global users. The partnership led to improved user experience and recognition in Gartner and Forrester reports.
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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 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 cut over 25,000 support tickets in one year. Maxwell Health used Whatfix’s in-app guidance to update... product tutorials and support a growing customer base. The team created 67 interactive guides, making it easy for users to get answers without contacting support. This led to a 15% monthly drop in support tickets and higher customer satisfaction. Whatfix made it simple for Maxwell Health to keep documentation current and provide real-time help.
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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 Microsoft’s MSX team boost Copilot adoption by 6x in just two weeks. The team used in-app guidance and... Smart Tips inside Dynamics 365 Sales to show sellers how and when to use Copilot. 89% of Copilot prompts were triggered by Whatfix content. Over 400,000 Copilot interactions happened in a year. Whatfix made Copilot usage easy, relevant, and measurable for Microsoft’s global sales team.
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Whatfix helped Travelport speed up adoption of Travelport+ for both internal teams and customers. The platform brought in-app guidance, hands-on... simulations, and analytics directly into workflows. This made onboarding easier and reduced IT support tickets. Travelport used Whatfix Mirror to create safe training simulations for complex scenarios. Analytics let Travelport spot user friction and improve the experience after launch. The result was faster user readiness and better support for agencies and teams.
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Whatfix helped Compass Group cut training content creation time by 70%. The company used Whatfix to guide 1,500 Icertis users... through contract management workflows. Employees received step-by-step in-app support, reducing errors and improving compliance. Onboarding for new users became faster and more effective. Compass Group streamlined contract processes and improved operational efficiency with Whatfix.
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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 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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Marketboomer used Whatfix’s digital adoption platform to improve onboarding for its SaaS procurement software. The company eliminated 280 hours of... onboarding content creation and reduced training costs by $71,000 year over year. Over 3,000 support tickets were avoided, with 98% of self-help queries resolved without extra support. In-app guidance engaged 84% of users and saved 1,976 hours of training time. Customer satisfaction and user adoption increased with personalized, contextual training.
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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 training on its new Core2 platform. Employees used in-app guidance and self-help tools... to learn complex processes faster. The training team created step-by-step walkthroughs and multi-format content for ongoing support. Staff could access help directly in the Core2 app, reducing time to proficiency. This improved learning retention and enabled all departments to reach transformation goals.
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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 helped Vizient cut contract workflow errors by 93%. Vizient used Whatfix to embed in-app guidance and workflow support in... its Icertis contract management system. This eliminated 600 hours of admin contract rework and sped up contract execution from 33.5 to 14 days. The legal team saved 618 hours by reducing L1 support queries. Vizient improved compliance and user experience for its legal and procurement teams.
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Whatfix helped Cardinal Health Canada launch a new ordering website. The company used Whatfix’s digital adoption platform to guide users... with in-app support and self-help tools. 45% of users rated the self-help options as above average or excellent. Cardinal Health Canada created 50+ interactive walkthroughs for onboarding and support. The solution enabled 24/7 support and reduced customer queries. This improved user adoption and satisfaction.
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Whatfix helped Hays cut CRM IT support cases by 75%. Hays used Whatfix to train 1,500 IRIS CRM users with... in-app guidance and self-service support. Employees learned new features faster and engaged more with the CRM. Hays saw 5x higher seller productivity and strong user feedback. The solution included interactive walkthroughs and smart tips for everyday challenges.
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Whatfix DAP helped Acorn Recruitment cut recruiter onboarding time by 80%. The company used in-app guidance and role-based training for... Bullhorn ATS. This led to a 98% drop in support tickets and 84% higher knowledge retention. Recruiters learned faster and made fewer compliance errors. Acorn saved 2,454 hours and $42,946 yearly in productivity gains.
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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. Recruiters used 119 step-by-step flows and real-time help to... learn new processes. 92% of ATS-related support cases were resolved with Whatfix Self Help. The help desk was shut down early due to low call volume. ManpowerGroup now plans to expand Whatfix to more teams and applications.
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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'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 South African online marketplace, speed up seller onboarding by 83%. Sellers now use in-app tutorials... and self-guided support to set up stores and resolve issues. The platform deflected 132,000 support tickets in one year, saving $224,000. Takealot used Whatfix to drive advanced feature adoption and improve seller engagement. Analytics from Whatfix gave Takealot insights into user behavior and feedback.
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Whatfix helped Smartbox cut user login errors by 20% and reduce partner support tickets by 15%. Smartbox used Whatfix’s digital... adoption platform to guide 30,000 monthly users with in-app flows. Partners learned to use the Smartbox portal faster and found answers with self-help tools. Product teams created walkthroughs without waiting for developers. 75% of partners found what they needed using self-help search. Smartbox improved partner training and made the gift experience smoother for customers.
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Whatfix helped Ferring Pharmaceutical cut CLM IT support tickets by 33%. Employees now see 4,000 Smart Tips daily, making contract... management easier. The Self Help feature achieved a 96% success rate for user searches. Ferring replaced in-person training with in-app guidance, speeding up onboarding and boosting Icertis adoption. Users spend less time on support and more on business projects.
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Whatfix helped Grifols save $107,000 and 400+ hours by streamlining Salesforce training and support. The sales team used in-app guidance... to learn workflows, reducing CRM support cases by 22%. Whatfix enabled faster onboarding and improved Salesforce adoption. Grifols achieved a 3x ROI in seven months and increased sales win rates. Sellers now access training and support directly in Salesforce, boosting productivity.
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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 bioMérieux boost Icertis CLM user adoption to 88%. The company used in-app guidance and self-service support to onboard... users and reduce training fatigue. Legal and procurement teams saved 1,293 hours in one year. Support tickets dropped as users found answers through embedded help. bioMérieux saw a 9% increase in NPS and improved contract workflow efficiency.
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NTEN used Whatfix to improve onboarding and support for its online training center. The organization faced high support ticket volumes... and manual onboarding challenges as its programs grew. Whatfix provided guided walkthroughs, self-service help, and analytics to streamline user onboarding and reduce staff workload. NTEN achieved a 100% reduction in support tickets from its learning center, saving 23 staff hours monthly and $8,400 yearly. Members now access help instantly, and staff focus on higher-value tasks.
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Whatfix helped Dimensions UK boost adoption of its iplanit care management system. The nonprofit used in-app guidance and real-time support... to train over 7,000 staff, many with low IT skills. Whatfix enabled a 40% increase in user adoption and a 20% improvement in patient data accuracy. Training content creation time dropped by 84%. The Activate model, supported by iplanit, led to a 25% rise in meaningful activity and a 60% drop in challenging behaviors.
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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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451 Research used Whatfix to help customers find research faster on its platform. Users had trouble discovering the right reports... and features. Whatfix provided in-app guidance, walkthroughs, and tooltips. This made it easier for users to self-serve and learn new features. 451 Research saw smoother onboarding and better user experience. The integration was simple and the support team was helpful.
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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 Experian boost Salesforce adoption for its global sales team. Experian used Whatfix to deliver real-time, personalized training and... in-app guidance. This cut training content creation costs by 48% and reduced Salesforce IT support tickets by 55%. Seller productivity increased 72% year-over-year. Sales onboarding time dropped from six hours to forty minutes. Whatfix automated 95% of delivery team processes, freeing up time for selling.
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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 helped Sophos cut Salesforce IT support tickets by 12,000 per year. Sophos used Whatfix’s digital adoption platform to deliver... in-app, on-demand training and support for Salesforce users. The platform enabled real-time training, reduced support needs, and improved compliance with 116,000+ Smart Tips used in a year. Sophos sales teams saved 1,070 hours by streamlining training and support. Whatfix drove a 15% drop in global sales operations cases, making change management smoother for Sophos.
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Whatfix helped Sophos save $390,000 per year by reducing firewall support cases. Sophos used Whatfix to provide in-app technical guidance... and self-support for its firewall customers. The solution included step-by-step flows, pop-ups, and a self-help knowledge base inside the firewall UI. This led to a 10% reduction in support tickets and over 50,000 flows completed by customers in one year. 87% of users found the in-app guidance helpful, and Sophos achieved full ROI in six months.
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Whatfix helped Windward Risk Managers support 5,500 agents with in-app guidance in Duck Creek. Agents used embedded Flows, Self Help,... and pop-ups to find answers without leaving their workflow. This led to an 87% reduction in support queries in just two months. Over 100,000 agent interactions with in-app content were recorded in the first quarter. Agents now complete policy tasks faster and with less frustration.
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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 helped Sentry Insurance save $950,000 in one year by reducing training and support costs. The digital adoption platform cut... training content creation time by 40%. Employees now resolve 100 support tickets daily on their own using self-help tools. Sentry saw 94% user engagement and 91% self-help search success on Workday. Staff became proficient faster, leading to fewer errors and higher productivity.
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Whatfix helped Reed, the UK's top recruitment company, modernize its CRM adoption. Reed used Whatfix to deliver in-app, role-based training... and support for its new CRM system. 94% of sellers engaged with the onboarding experience. The company saw a 23% drop in CRM-related IT support calls within six months. 92% of employees found Whatfix more effective than traditional learning. Reed continues to use Whatfix to train users on new CRM features and drive digital transformation.
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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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