Mistake #5: Not reviewing WalkMe Insights

When people think of WalkMe, they think of the pop-ups, elements on the screen, help balloons, etc.  That’s understandable but it’s only HALF the product.

When working with WalkMe teams, I am always surprised how little attention is paid to WalkMe Insights.

Here’s the process I recommend:

There are a few basic steps that need to be followed.

• Every Walk-thru should have a goal.  Navigating to a page, clicking a function, etc.  This is straightforward.  
• But you need to establish a cadence for reviewing Insights.
• What do we look at when a solution is published?
• What do we look at on a periodic basis for Survey results, menu search terms, etc?
• Establish your own processes and put these on your calendar.

Follow these steps and you’ll be on your way to understanding how your WalkMe content is performing.

Next Steps:

I hope you found this helpful.

Do you currently see any of these in your organization?

Or does this make you think of anything you need to check on?

Any corrective actions to put in place?

Let’s talk about what’s going on and try to find the best way to address it:

Schedule your free WalkMe help session here.