A digital adoption platform (DAP), also known as digital adoption solution, [1] is an automated software tool layered on top of an enterprise application or digital product [2] . A DAP is used to achieve higher adoption rate. It achieves that by guided onboarding (e.g. with guided walkthroughs on how to use the application) and providing insights into users' interaction with the application interface. [3]
A digital adoption platform is an interface between users and a digital application. A DAP provides automated in-app user guidance with the help of interactive walkthroughs, step-by-step overlays, self-help menus, and contextual information as the user navigates through the application. DAP captures user engagement and workflow information on the backend, which can then be accessed by the organization using analytics. [4] [5]
Advanced DAPs are often built with low-code or no-code development tools, allowing businesses to make guidance and engagement workflows without altering the underlying software code. [6]
DAP helps new employees learn how to use the application on the job while they complete tasks using real-time, in-app guidance. [7] DAP can also be considered when an application is newly introduced, upgraded, or consolidated. Customized and contextual automated support provided by a DAP reduces manual support and offline training dependency. [8] [9] [10]
The organization can obtain insights into the effectiveness and efficiency of its application ecosystem, enabling it to understand and fix the shortcomings in its workflows. [11] Businesses can identify application components resulting in sub-optimal employee experience and low productivity and then make the necessary reconfiguration or decide on further employee training. [12] Usage of DAP has reportedly increased user retention and engagement rate, product adoption, and return on investment on internal applications. [1] [13] [14] [15]
DAP helps new users of a digital product to achieve their Aha moment and help them get their job done (see Jobs to be done framework), using active guiding methods (such as Guided Product Walkthrough, User Onboarding Checklist) or passive guided methods (such as Hotspot Beacons).
The Return on investment is on increased Customer retention. On mobile applications, customer retention rate goes down to around 3% after 30 days post-installation [16] [17] . Nearly 25% users will abandon a mobile application after using it just once. [18] This is an issue because there is a direct link between profitability of a company and the user churn rate. [19]
Different employees of an organization may have different levels of experience in using enterprise software. The DAP, therefore, needs to deliver targeted and segmented guidance to ensure that the user experience does not get impacted by excessive or inadequate guidance information. [20] [21]
A content management system (CMS) is computer software used to manage the creation and modification of digital content . A CMS is typically used for enterprise content management (ECM) and web content management (WCM). ECM typically supports multiple users in a collaborative environment, by integrating document management, digital asset management, and record retention. Alternatively, WCM is the collaborative authoring for websites and may include text and embed graphics, photos, video, audio, maps, and program code that display content and interact with the user. ECM typically includes a WCM function.
Camunda is a process orchestration platform used to control complex business processes for enterprise companies. The software is classified by specialist media as a business process automation tool or digital process automation software and therefore represents a further development of the classic workflow management platform.
Staffing is the process of finding the right worker with appropriate qualifications or experience and recruiting them to fill a job position or role. Through this process, organizations acquire, deploy, and retain a workforce of sufficient quantity and quality to create positive impacts on the organization's effectiveness. In management, staffing is an operation of recruiting the employees by evaluating their skills and knowledge before offering them specific job roles accordingly.
BMC Software, Inc. is an American multinational information technology (IT) services and consulting, and enterprise software company based in Houston, Texas.
Enterprise content management (ECM) extends the concept of content management by adding a timeline for each content item and, possibly, enforcing processes for its creation, approval, and distribution. Systems using ECM generally provide a secure repository for managed items, analog or digital. They also include one methods for importing content to manage new items, and several presentation methods to make items available for use. Although ECM content may be protected by digital rights management (DRM), it is not required. ECM is distinguished from general content management by its cognizance of the processes and procedures of the enterprise for which it is created.
User interface (UI) design or user interface engineering is the design of user interfaces for machines and software, such as computers, home appliances, mobile devices, and other electronic devices, with the focus on maximizing usability and the user experience. In computer or software design, user interface (UI) design primarily focuses on information architecture. It is the process of building interfaces that clearly communicate to the user what's important. UI design refers to graphical user interfaces and other forms of interface design. The goal of user interface design is to make the user's interaction as simple and efficient as possible, in terms of accomplishing user goals. User-centered design is typically accomplished through the execution of modern design thinking which involves empathizing with the target audience, defining a problem statement, ideating potential solutions, prototyping wireframes, and testing prototypes in order to refine final interface mockups.
Enterprise feedback management (EFM) is a system of processes and software that enables organizations to centrally manage deployment of surveys while dispersing authoring and analysis throughout an organization. EFM systems typically provide different roles and permission levels for different types of users, such as novice survey authors, professional survey authors, survey reporters and translators. EFM can help an organization establish a dialogue with employees, partners, and customers regarding key issues and concerns and potentially make customer-specific real time interventions. EFM consists of data collection, analysis and reporting.
CLC bio was a bioinformatics software company that developed a software suite subsequently purchased by QIAGEN.
SharePoint is a collection of enterprise content management and knowledge management tools developed by Microsoft. Launched in 2001, it was initially bundled with Windows Server as Windows SharePoint Server, then renamed to Microsoft Office SharePoint Server, and then finally renamed to SharePoint. It is provided as part of Microsoft 365, but can also be configured to run as on-premises software.
Pegasystems Inc. (Pega) is an global software company based in Cambridge, Massachusetts, USA, and founded in 1983. The company has been publicly traded since 1996 as PEGA (NASDAQ). Pega is a platform for workflow automation and generative AI-powered decisioning that helps businesses move towards becoming autonomous enterprises.
Employee retention is the ability of an organization to retain its employees and ensure sustainability. Employee retention can be represented by a simple statistic. Employee retention is also the strategies employers use to try to retain the employees in their workforce.
WalkMe Ltd. is an American multinational software-as-a-service (SaaS) company, with headquarters in San Francisco, California. Its digital adoption platform (DAP) was recognized in Everest Group's PEAK Matrix Assessment of DAP vendors as the leading DAP product. Alongside its headquarters in San Francisco, the company has offices in Raleigh, North Carolina; Tel Aviv, Israel, and a global footprint including the United Kingdom, Australia, and Japan.
Dynatrace, Inc. is a global technology company that provides a software observability platform based on artificial intelligence (AI) and automation. Dynatrace technologies are used to monitor, analyze, and optimize application performance, software development and security practices, IT infrastructure, and user experience for businesses and government agencies throughout the world.
Customer success, also known as customer success management or client advocacy, is a business strategy focused on helping customers achieve their goals when using a product or service. It involves providing support and guidance to ensure customers get value from their investments. This approach aims to reduce customer churn and create opportunities for additional sales. As a specialized form of customer relationship management, customer success management focuses on implementing strategies that result in reduced customer churn and increased up-sell opportunities.
Zapier is an American multinational software company that provides integrations for web applications for use in automated workflows.
SAP Business Technology Platform is a platform as a service developed by SAP SE that offers a suite of services including database and data management, AI, analytics, application development, automation and integration all running on one unified platform.
Appian Corporation is an American cloud computing and enterprise software company headquartered in McLean, Virginia, part of the Dulles Technology Corridor. The company sells a platform as a service (PaaS) for building enterprise software applications. It is focused on low-code development, process mining, business process management, and case management markets in North America, Europe, the Middle East and Southeast Asia.
Whatfix is an Indian SaaS (Software-as-a-Service) company, headquartered in San Jose, California, United States and Bengaluru, Karnataka, India. It offers GenAI-driven product suite that supports the application lifecycle, from ideation to training and deployment. The suite includes the Digital Adoption Platform(DAP), which provides in-app guidance for web, desktop, and mobile applications; Product Analytics, a no-code tool for tracking user behavior and adoption; and Mirror, which enables simulated application environments for hands-on training. Whatfix has been included in several analyst reports, such as the 2024 Everest Group Digital Adoption Platform PEAK Matrix®, where it was listed as a Leader and Star Performer, and the 2024 IDC MarketScape: Worldwide DAP Vendor Assessment. Additionally, it was named a Customers’ Choice in the 2024 Gartner® Voice of the Customer Report and was recognized in Forrester’s 2022 New Wave™: Digital Adoption Platforms report.
Microsoft Power Platform is a collection of low-code development tools that allows users to build custom business applications, automate workflows, and analyze data. It also offers integration with GitHub, Microsoft Azure, Microsoft Dynamics 365, and Microsoft Teams, amongst other Microsoft and third-party applications.
Canada Digital Adoption Program (CDAP) was a Canadian government initiative aimed at helping small and medium-sized businesses (SMBs) adopting digital technologies.
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