Top 3 Tips for Quick and Effective WalkMe Launch

Here are my top three tips for getting WalkMe launched quickly and effectively in your org:

#1 - Involve all IT early, before contract is signed

Not just the CIO for sign-off.

Not just the Infosec folks.

Get down to the level of "Who is going to deploy this software?"

This stuff is not "hard".  But we need to give your organization a full picture of where we're going and how we're going to get there.

We may have multiple pieces of software that are getting deployed to different teams of people at different points in time.

We need the doers to be comfortable with how this is going to play out.

#2 - Thorough scoping up-front

By the time you purchase WalkMe, you should have a REALLY CLEAR PICTURE of what your deployment is going to look like.

Menu on one app?  Workstation?  Starting with Discovery and analytics?

If you scope appropriately, you should have your first deployment planned out.  How many Walk-thrus, launchers, SmartTips in what areas.

This lets you scope the first build in a small enough increment to get your organization through a cycle of learning with the software.

#3 - Have first builds done by a competent partner

Yes, you want your employees to learn WalkMe.  After all, you bought it and you're going to be managing it long-term.

But your very first builds need to be completed by a competent partner.  We want to follow the teaching model of:

• First I do one
• Then we do one together
• Now you do on your own

When you're first building WalkMe, there are a lot of new concepts, a lot of new terms.  There's a lot of decisions to be made about segmentation, menu, branding, etc.

Your WalkMe builders-to-be need to have an example of success.  Something running, working, in the right folders, with the right analytics enabled.