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Projects Delivered

2015 - 2017

Switch of CRM System: SAP to Salesforce Classic

As part of a Knowledge & Learning team we facilitated the change for a First Line and Second Line population (approx. 600 users) towards a new CRM system.

  • Created 10+ trainings.

  • Transfered the knowledge base (700+ items) from an external tool into Salesforce Knowledge.

  • Digital Adoption items (Walk Thrus) created for the more complex processes.​

2018 - 2019

Full Digital Adoption Rollout for Salesforce Classic

As part of a Knowledge & Learning team we created 400+ items in Salesforce Classic to improve User Experience of First and second line population (approx. 600 users).

  • Smarttips & Validations

  • Invisible buttons over save buttons to avoid fall out.

  • Smart Walk-thrus to guide users and save admin time by automating dummy clicks.

Created the a WalkMe Actionbot to improve the user experience even more.​

  • The Actionbot asks the users what they want to do.

    • Bot provides analysis on screen

    • Starts up the necessary action depending on the result of the analysis

2019

Digital Adoption Rollout for an inhouse built application

As part of a Knowledge & Learning team we created 50+ digital Adoption items to provide on-screen guidance & analysis and prevent fallout.

  • Smart Walk-thrus

  • Smarttips & Validations

  • Buttons and warnings

All these solutions were built to be initiated from the Actionbot (see previous project) to provide a smooth cross-application experience (approx. 400 users)

2020

Digital Adoption on SAP

Created the first WalkMe items in SAP to improve user Experience for actions and analysis. (approx. 600 users).

  • 40 Buttons to translate fields

  • Smart Walk-Thrus for 5 processes

  • An WalkMe Actionbot in SAP

2021

Migration Salesforce Classic to Salesforce Lightning (Ongoing)

As the dedicated Digital Adoption Team, we have to migrate 700+ WalkMe items from Classic to Lightning. First analyze what should be migrated and then determine if we could enhance the experience (approx. 600 users).

  • Actionbots

  • Smart Walk-thrus

  • Buttons

  • Smarttips & Validations

2021

Gamification though Digital Adoption to facilitate the change from Classic to Lightning (Ongoing)

In order to support the modular training, we used WalkMe Onboarding tasks to introduce gamification: users have to find pieces of the puzzle based on tips given via Digital Adoption items.

  • 80+ items created:

    • Popups

    • Invisible launchers

    • Onboarding tasks

This allows the users to get familiar with the new system/look and feel in a more informal manner. ​

They are also motivated to complete the tasks because of a reward at the end.

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