Eliminated Incorrect Form Submissions and Streamlined Task Approval with In-App Guidance

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A pharmaceutical company used Whatfix Launchers and Pop-Ups to prevent incorrect task submissions in its Aprimo Digital Asset Management (DAM) system. This solution reduced support tickets and improved user productivity by blocking incomplete task approvals before submission, saving time and enhancing overall efficiency.

The pharma company’s Aprimo DAM deployment required users to assign tasks to approvers from specific fields—Medical Approver, Legal Approver, Regulatory Approver, and Other Approver. However, at least one field needed to be filled before task approval, and the system could not be configured to enforce this rule. If none of these fields were filled, the task submission would fail, leading to wasted time (20-30 minutes per task) and requiring users to contact support for backend fixes, which took about a week. This caused delays in global marketing content releases and impacted campaigns. The lack of flexibility from the application vendor to modify this process added further challenges.

The pharmaceutical company implemented a Whatfix Launcher that overlaid Aprimo DAM’s submission form, blocking the submission if any of the required approval fields were left blank. A Whatfix Pop-Up alerted users when fields were incomplete, providing guidance on how to correctly fill them. Additionally, Whatfix Product Analytics was used to track how users filled out the fields, identifying common issues and improving the process over time.