Accelerated Power BI Adoption and Reduced Training Dependency on Subject Matter Experts

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A company migrating 1,000+ users from Tableau to Microsoft Power BI used Whatfix to provide in-app guidance, reduce training times, and track user adoption. The solution reduced subject matter expert (SME) dependency for user support, saving 200 hours across the user base, and achieved a 97% monthly active user rate for Power BI.

The company needed to quickly and effectively migrate over 1,000 users from the familiar Tableau platform to Microsoft Power BI, which offered more advanced capabilities. Initially, regional subject matter experts (SMEs) trained users via a 4-hour session, followed by an additional 1 hour of support per user when they had further questions. This reliance on SMEs slowed productivity and created bottlenecks. Additionally, there was no real-time help within Power BI, forcing users to seek external support for even basic queries. The company also lacked visibility into user adoption and engagement, making it difficult to identify friction points or optimize processes.

The company implemented Whatfix to create a Product Tour for first-time Power BI users, guiding them through the platform and key features. Flows were developed to assist users in accessing and using various dashboards. Self Help repurposed existing training materials into an in-app help center, providing step-by-step instructions and quick reference guides. Whatfix also enabled the company to use Product Analytics to track user behavior, providing insights into how users engaged with Power BI and where they encountered friction, enabling process optimization.