Overcoming Workday Adoption Challenges with In-App Guidance & Quick Reference Guides

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A hedge fund management company implemented Whatfix DAP to drive adoption of Workday in its finance and procurement departments. Through in-app guided Flows and exporting them into PDF user guides, the company significantly increased Workday adoption and engagement, reduced the reliance on subject matter experts, and improved finance and procurement efficiency.

This hedge fund company struggled with low adoption of its new Workday platform, as finance and procurement teams continued to rely on legacy processes and in-person help from subject matter experts (SMEs) for routine tasks such as raising purchase orders, managing supplier contracts, and processing invoices. This reliance created bottlenecks, with SMEs spending 30-60 minutes daily assisting 3-4 colleagues, limiting their capacity to focus on strategic work. The company’s existing SharePoint documents were too complex and unfriendly, further discouraging self-service and hindering full utilization of Workday’s capabilities. The manual workarounds reduced transparency and accountability in finance and procurement processes.

The company leveraged Whatfix DAP to create in-app Flows that guided users through key Workday tasks, such as finding cost centers, creating purchase orders, and managing supplier contracts. These Flows were also exported as PDFs, providing quick reference guides for users who preferred documentation. SMEs distributed these PDF guides to colleagues, empowering them to complete tasks independently, increasing efficiency, and reducing reliance on manual assistance.