AI-powered digital adoption platform that guides users in-app, trains safely in sandbox environments, and measures adoption outcomes across enterprise software.
long onboarding cycles and slow time-to-proficiency on complex enterprise software, requiring months of training before new hires become productive
high support ticket volume and helpdesk burden from repetitive training questions and users unable to find answers independently
errors and compliance risk from inconsistent process execution across distributed teams and regions without standardized, embedded guidance
fragmented knowledge repositories and static documentation that become outdated quickly, forcing users to leave applications to search for answers
underutilized software features and unrealized ROI from expensive enterprise applications due to lack of visibility into user adoption and feature engagement
content creation and maintenance bottlenecks requiring technical expertise and developer support, slowing the ability to keep guidance current with frequent system changes
Accelerated Time-to-Proficiency
Reduce onboarding duration and ramp time for new hires and role changes through in-app, hands-on guidance embedded directly in live applications.
Support Cost Reduction & Self-Service Enablement
Deflect support tickets and reduce L&D resource burden by providing always-on, contextual self-help and in-app assistance that empowers users to resolve issues independently.
Adoption & Feature Utilization Visibility
Measure user engagement, identify adoption friction points, and optimize guidance through AI-powered analytics and behavioral insights without requiring engineering support.
Scalable, No-Code Content Creation & Maintenance
Build and update in-app guidance at scale without technical dependencies, using AI-assisted authoring and pre-built templates to keep pace with frequent system changes.
Risk Mitigation & Compliance Assurance
Reduce errors, rework, and compliance violations through standardized, guided workflows and real-time corrective nudges during critical business processes.
Contextual, Role-Based Personalization
Deliver tailored guidance, training, and support personalized by user role, region, language, and system instance to maximize relevance and engagement.
Whatfix DAP (Digital Adoption Platform)
Core platform delivering in-app guidance through Flows, Smart Tips, Pop-Ups, Task Lists, and Self Help. Includes no-code authoring, product analytics, role-based segmentation, and AI-powered content generation.
Whatfix Mirror
Sandbox training environment for simulation-based learning, hands-on validation, and readiness assessment. Includes AI voice and chat roleplay scenarios for high-stakes interaction practice.
Whatfix Product Analytics
No-code event tracking and behavioral analytics to identify user friction, workflow performance, adoption gaps, and generate AI-driven optimization recommendations.
Whatfix FastTrack
Migration and onboarding program to reduce migration cost, preserve critical use cases, and accelerate structured rollout support for customers switching from competing DAP vendors.
Digital Adoption Center of Excellence
Dedicated enablement support, author training, technical support, and customer success frameworks to help teams accelerate adoption and prove ROI.
Enterprise software implementation teams
Digital transformation and change management leaders
Frontline and distributed workforce teams
Sales enablement and revenue operations teams
Chief Learning Officer · Decision maker
Scaling training effectiveness and reducing L&D resource costs while proving ROI on learning investments.
VP of Learning & Development · Decision maker
Modernizing training delivery, reducing classroom dependency, and enabling continuous learning at scale.
Head of Digital Adoption · Decision maker
Driving measurable adoption outcomes, reducing support burden, and optimizing software ROI.
VP of Operations · Decision maker
Reducing operational friction, improving process consistency, and accelerating time-to-value on enterprise systems.
VP of Sales Operations · Decision maker
Accelerating sales rep onboarding, driving CRM adoption, and improving data quality and pipeline accuracy.
Director of Change Management · Decision maker
Managing user readiness, reducing change resistance, and ensuring smooth adoption during major system transitions.
Head of IT Service Management · Influencer
Reducing support ticket volume, improving first-contact resolution, and freeing IT resources for strategic work.
Enterprise Application Owner · Influencer
Maximizing software ROI, improving user adoption metrics, and reducing post-implementation support costs.
Director of Enablement · Champion
Creating scalable, personalized learning experiences and measuring training effectiveness with data.
Learning Experience Designer · Champion
Building engaging, contextual training content without technical dependencies or coding requirements.
Financial Services, Insurance, Life Sciences & Pharmaceuticals, Recruitment & Staffing, Retail & Self-Storage, Energy & Utilities, Healthcare, Government & Public Sector, Information Services
Customer outcome
Windward Risk Managers achieved 87% agent self-service and reduced support calls with Whatfix in-app guidance
Windward Risk Managers used Whatfix in-app guidance to achieve 87% agent self-service, reduce support calls, and accelerate policy workflows. Self Help search success rate jumped from 61% in Q1'24 to 87% in Q1'25.
Windward Risk Managers
87% agent self-service rate (up from 61% in Q1'24)
Source: https://whatfix.com/resources/case-studies/windward-risk-managers/
Customer outcome
Acorn Recruitment reduced onboarding time by 80% and achieved 84% user knowledge retention
Acorn Recruitment reduced onboarding time-to-completion for new recruiters by 80% and achieved 84% user knowledge retention with Whatfix DAP on Bullhorn ATS. Also saved 2,454 hours annually and reduced training support queries by 98%.
Acorn Recruitment
80% reduction in onboarding time (from 10 weeks to 2 weeks); 84% user knowledge retention
Source: https://whatfix.com/resources/case-studies/acorn-recruitment/
Customer outcome
Experian reduced Salesforce training content creation costs and IT support tickets while improving seller productivity
Experian enabled its global sales team with Salesforce guidance in the flow of work, reducing training content creation costs and Salesforce IT support tickets while improving seller productivity YoY with in-app enablement.
Experian
Reduced onboarding course from 19 modules to 1; course duration cut from 6 hours to 40 minutes; 6,500+ opportunity-related pop-ups shown monthly
Source: https://whatfix.com/resources/case-studies/experian-drives-salesforce-adoption-with-whatfix/
Customer outcome
REG reduced time-to-proficiency on Salesforce and Oracle JD Edwards by 50%
REG reduced time-to-proficiency on Salesforce CRM and Oracle's JD Edwards by approximately 50% with Whatfix. Before Whatfix, time-to-proficiency was approximately six months; now it's closer to three months.
Renewable Energy Group Inc. (REG)
50% reduction in time-to-proficiency (from 6 months to 3 months); reduced application-related IT support tickets
Source: https://whatfix.com/resources/case-studies/renewable-energy-group-inc-reduces-time-to-jd-edwards-salesforce-proficiency-by-about-50-with-whatfix/