Pega Marketplace
Whatfix for Pega
Accelerate Pega adoption with personalized onboarding, interactive guidance, and on-demand support in the workflow with the Whatfix Digital Adoption Platform.
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Overview
User Onboarding: Whatfix simplifies Pega user onboarding with interactive in-app guidance, walkthroughs, and tutorials, reducing the learning curve for new users.
Performance Support: Whatfix boosts productivity with real-time guidance and eliminates the need to switch applications.
Contextual Support: Whatfix's Self-Help feature offers contextual, self-service help modules for a smooth and relevant support process.
Change Management: Whatfix helps scale enterprise-wide changes & drive user adoption during Pegasystems updates.
Integration: Whatfix integrates with Pega Systems for real-time data & insights, improving decision-making in the application.
Analytics & Reporting: Whatfix's analytics and reporting features monitor user adoption, identify pain points, and optimize Pega implementation.
Whatfix boosts Pega System adoption by offering customized assistance, automating tasks, and ensuring seamless user experiences, leading to quicker adoption, increased productivity, and high ROI.
Key Features
- Improved Onboarding: With the help of in-app guidance and learning capabilities within Whatfix, the application onboarding experience is more effective, allowing end-users to adopt to the Pega application faster. Create a Guided Product tour using customized Pop-ups to welcome new users and give them a real-time tour of the critical features of your application. You can include embedded videos to onboard users, introduce your software application using a quick tour, or deliver change management communication. You can use the Task List to display a personalized list of basic Flows that a user needs to complete. The Task List can be configured to display until the user has completed all the identified tasks.
- Create Product Flows: Hand-hold your users through various tasks in your application. Whatfix Flows are steps that help users learn an objective or complete a task. These steps display as a layer over your web application.
- On-Demand Help: Help users solve issues independently and reduce support queries with Whatfix’s self-service, personalized support at the moment of need. Integration with Pega knowledge base providing the ability to self-service. Integrate your existing knowledge bases with Whatfix and display articles as contextual links in the page's Self Help and Task List segments.
- Draw User’s Attention: Use Beacons to attract attention to a single essential element within your application UI, for example, a new feature. Catch your users' attention and introduce them to how to use the new functionalities. Popups can be used for announcements like system downtime, founder's message with a video, company announcements, survey embeds, etc. Popups can be scheduled and configured based on the time zone, time, and frequency.
- Improved Data Accuracy: Use Smart Tips to display contextual information about a specific UI on a page. Smart tips can also validate user input in a text box to comply with a format or specific requirement.
- Reduce initial friction and drive adoption: Using Whatfix Analytics, you receive insight into where employees underutilize the Pega application and identify precisely where friction points are happening. With Whatfix Analytics, you can see how your end users consume your content. Analytics also helps you understand how users engage with content and what content areas need more attention.
- Track end-user engagement on your application: User Actions enable you to track your end users' actions and analyze their behavior on your application. Based on the insights from user actions, you can then take steps to engage the right groups of users to drive business growth and understand user behavior in depth efficiently. User actions also enable targeting specific content based on particular user activity. It also allows you to track usage patterns by running A/B tests.
- Maximize Your Software Potential with Data-Driven Insights: Easily track and analyze user behavior for informed decision-making with no-code event tracking using Whatfix Analytics. Whatfix enables you to create Dashboards with actionable Insights and customize them depending on your business needs and use cases. These custom Dashboards are the one-stop place for all Insights to help you visualize your data and provide information at a glance.
Resources
Partner Name
Whatfix Private Limited
Tags
- Pega Products: Pega Client Lifecycle Management for Financial Services Pega Configure Price Quote for Communications Pega Know Your Customer for Financial Services Pega Product and Benefit Inquiry for Web Service Onboarding Pega Product and Benefit Loading for 3rd party Claim Systems Pega Product Composer for Healthcare
- Industry: Communications Service Providers Media and Advertising Financial Services Internet, Web Services, and Social Media Hospitality and Entertainment Retail Utilities Transportation Government Life Sciences Healthcare Insurance Manufacturing
- Product Capability: User Experience Workflow Automation Data Integration
- Pega Version compatibility: 8.6 8.5 8.4 8.3 8.2 8.1
- Geography: Americas, Asia Pacific, EMEA
Offering Type
Packaged Service Offering