Table of Contents
- The Challenges HR & L&D Leaders Face While Onboarding Employees on Popular Applications
- What Happens if These Challenges Are Not Addressed?
- The Pressing Need for AI-powered Onboarding Solutions
- How Apty AI-powered DAP Can Drive Seamless Employee Training and Onboarding Across Enterprise Applications
- Benefits of Leveraging Apty DAP for Employee Training and Onboarding
- Real-World Success Stories: See the Impact Created By Apty
- Conclusion
- FAQs
Every day, businesses around the world spend billions of dollars on enterprise applications, yet over 70% of these software investments fail to achieve their full potential due to poor user adoption and ineffective onboarding. HR and L&D leaders often face the challenge of onboarding employees onto complex enterprise systems like Salesforce, Workday, ServiceNow, Microsoft Dynamics, Coupa, and Infor—systems that require consistent training and support. When these systems aren’t adopted properly, organizations miss out on their true value, wasting both time and money.
In fact, research shows that only 18% of employees feel fully proficient with the software they are trained on. That’s where a next-gen AI-driven training and onboarding solution comes in. This blog explores how AI-powered onboarding software can solve common challenges faced by HR and L&D leaders while onboarding employees onto enterprise applications, boosting productivity, improving user engagement, and ensuring a higher ROI on software investments. You will also learn how Apty – an AI-powered Digital Adoption platform (DAP) is transforming employee onboarding and driving software adoption in a more intuitive, efficient way.
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The Challenges HR & L&D Leaders Face While Onboarding Employees on Popular Applications
A. Salesforce Onboarding Challenges
- Complex User Interface: Salesforce is a powerful CRM, but new users often find the interface overwhelming, leading to user resistance and low adoption.
- Frequent Updates: Salesforce’s frequent changes can confuse employees, delaying productivity and increasing support ticket volumes.
B. Workday Onboarding Challenges
Onboarding employees onto Workday, a complex HR and financial management platform, presents several challenges for HR teams and new users:
- Data Migration and Integration: Transferring data from legacy systems and integrating with other platforms can be time-consuming and prone to errors.
- Customization vs. Configuration: Balancing the need for customization with Workday’s configuration requirements can lead to overly complex setups, making the system harder to navigate.
- Change Management: Training employees and gaining stakeholder buy-in is often difficult, with resistance to new processes slowing down adoption.
C. ServiceNow Onboarding Challenges
- ITSM Complexity: ServiceNow is designed to manage IT services, but its complexity in managing incident resolution, change management, and self-service workflows often leaves new hires struggling.
- Low User Engagement: Many employees feel undertrained, leading to underutilization and a lack of engagement.
D. Microsoft Dynamics Onboarding Challenges
- Data Migration Issues: Transferring data from legacy systems into Microsoft Dynamics is time-consuming and often prone to errors.
- Customizations: Customizing Dynamics for specific business needs can lead to complicated workflows, which makes onboarding a slow process for new employees.
E. Coupa Onboarding Challenges
- Procurement Process Complexity: Coupa requires employees to understand intricate procure-to-pay workflows, and manual data entry often results in errors and delays.
- Resistance to Change: Employees are often resistant to the adoption of new software, which impacts procurement efficiency.
F. Infor Onboarding Challenges
- Industry-Specific Customization: Infor’s ERP solutions are tailored for various industries, but this creates challenges for onboarding employees who may need different configurations based on their roles.
- Integration Challenges: Integrating Infor’s ERP systems with existing tools often causes delays and confusion among users.
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What Happens if These Challenges Are Not Addressed?
Failure to address the challenges of onboarding leads to numerous costly issues:
- Wasted Software Investment: Without proper onboarding, 70% of software ends up underutilized, leading to wasted investments.
- Increased Support Costs: Poor onboarding increases the reliance on IT support teams, who spend valuable time troubleshooting and assisting employees.
- Low Employee Engagement: When employees don’t feel confident using their tools, they become disengaged, leading to a 50% higher turnover rate.
- Compliance Risks: Mistakes made during onboarding can lead to data errors and non-compliance, impacting the company’s legal standing.
Read more: Modern tools, remote teams, and complex software have redefined onboarding—here are the top 5 challenges holding your new hires back (and how to fix them)
The Pressing Need for AI-powered Onboarding Solutions
The traditional onboarding process, relying heavily on manual training sessions, static content, and classroom-style learning, no longer cuts it in today’s digital world. HR teams are tasked with onboarding employees across increasingly complex and diverse systems, such as Salesforce, Workday, ServiceNow, Microsoft Dynamics, and more. As organizations grow and adopt more sophisticated applications, the old-school training methods are simply too slow and ineffective to meet the demands of the modern workforce.
This is where AI-powered onboarding solutions become indispensable. By offering personalized and scalable training that adapts to individual employee needs, AI can transform onboarding into a dynamic, ongoing process rather than a one-time event. Apty’s AI-powered onboarding solution enables real-time, contextual guidance, predictive learning, and automation, making onboarding faster, more engaging, and more effective.
How Apty AI-powered DAP Can Drive Seamless Employee Training and Onboarding Across Enterprise Applications
Apty’s AI Capabilities
Apty’s AI is designed to solve key challenges in employee onboarding by delivering personalized, in-the-moment guidance:
- Predictive Learning: Apty uses machine learning to analyze user behavior and predict when employees will need help. It offers proactive guidance, showing tooltips, walkthroughs, and tutorials tailored to specific tasks.
- Contextual Guidance: Apty delivers step-by-step instructions at the exact moment an employee is performing a task, helping them complete it accurately and efficiently.
- Process Automation: Apty automates repetitive tasks, like data entry and invoice creation, reducing the cognitive load on employees and improving time-to-productivity.
Apty DAP For Enterprise Applications
A. Salesforce Onboarding Challenges
Salesforce is a powerful CRM tool, but its complexity and frequent updates can confuse new users. In fact, 52% of users report struggling with understanding how to fully utilize the platform, resulting in low adoption rates and high support ticket volumes.
Apty’s AI analyzes user actions in real time and predicts when employees need help. For example, if a new hire is struggling with lead management or opportunity updates, Apty will automatically display step-by-step guidance on-screen. This contextual support not only increases data accuracy but also drives 30% faster adoption.
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B. Workday Onboarding Challenges
Workday, an all-encompassing HR and financial management tool, is often a challenge to navigate, with complex configuration and a steep learning curve. Employees can take up to 3 weeks just to get comfortable with the platform, causing delays in key HR processes.
- Apty helps HR departments by offering personalized, role-based learning paths. For example, if a new hire is working with Workday Payroll, Apty’s AI will guide them through the exact steps they need to take. This reduces onboarding time by 50% and boosts compliance by 35%.
C. ServiceNow Onboarding Challenges
With ServiceNow, onboarding employees for IT Service Management (ITSM) can be overwhelming. 70% of ServiceNow users report difficulties in incident management and change management, leading to low engagement and delayed resolution times.
- Apty leverages predictive analytics to provide real-time, in-app support during critical processes like incident resolution and change management. This not only improves user engagement by 40% but also reduces the volume of support tickets by 25%, helping employees perform more efficiently.
D. Microsoft Dynamics Onboarding Challenges
Employees onboarded onto Microsoft Dynamics often face issues related to complex customizations and integration with legacy systems. As a result, 40% of users say that they feel undertrained and ill-prepared to use the platform effectively.
- Apty simplifies onboarding by offering automated workflows that guide users through tasks like sales automation and financial reporting. By predicting where users may encounter problems and delivering contextual tooltips, Apty reduces training time by 25% and increases adoption rates by 30%.
E. Coupa Onboarding Challenges
Onboarding employees onto Coupa, a leading procurement management system, can be complicated. Tasks such as invoice matching, procure-to-pay, and supplier management often overwhelm employees, leading to errors and inefficiencies.
- With Apty, employees receive real-time assistance while managing tasks like invoice creation or supplier evaluations. By automating repetitive actions and guiding employees through each step, Apty helps reduce manual errors by 30% and improves user productivity by 25%.
F. Infor Onboarding Challenges
Infor’s ERP systems are widely used in industries like manufacturing but often present challenges for HR teams during onboarding due to the platform’s complex customization needs and integration issues.
- Apty improves Infor onboarding by delivering personalized, context-sensitive guidance. For example, when onboarding an employee into supply chain management, Apty automatically highlights important features and offers real-time support for process optimization, improving employee productivity by 20%.
Benefits of Leveraging Apty DAP for Employee Training and Onboarding
Quantitative Benefits:
- 30% faster onboarding across all applications.
- 25% reduction in support costs due to fewer IT tickets.
- 30% increase in software adoption and employee productivity.
Qualitative Benefits:
- Improved employee engagement and confidence in using software.
- Higher employee retention rates due to more effective onboarding.
- Enhanced compliance and data accuracy across applications.
Read more: From first click to loyal user—discover 10 proven onboarding techniques that turn confusion into confidence and drive long-term adoption.
Real-World Success Stories: See the Impact Created By Apty
Case Study 1: Major US Airline
Challenge: One of the largest airlines in the world, operating a fleet of over 800 aircraft, faced difficulties in onboarding and training engineers on their project management software, Clarity PPM. Traditional training methods were insufficient, leading to data-entry errors, inefficient project planning, and poor adoption of the system.
Solution: The airline turned to Apty, a digital adoption platform, to provide real-time guidance and support. Apty’s guided workflows, data validation, and training features helped engineers navigate the Clarity PPM system effectively. The platform offered step-by-step instructions and ensured compliance with industry regulations.
Results:
- 3X increase in productivity for engineers
- 70% decrease in time spent on Clarity PPM
- 3x reduction in Clarity PPM support tickets
- 100’s of hours saved by eliminating user support tickets
Case Study 2: Global Bank
Challenge: A leading financial institution that provides full banking, lending & investment services to over 26 million customers at over 1,200 locations in the USA struggled with Clarity PPM adoption despite extensive training. Employees faced challenges with complex navigation, inaccurate data entry, and low productivity.
Solution: The bank implemented Apty’s AI platform to optimize user experience and improve Clarity PPM adoption. Apty provided step-by-step guidance, real-time data validation, and analytics to proactively identify and address training roadblocks.
Results:
- $275K saved on user adoption and training
- 80% reduction in adoption time
- $30K in savings in support and maintenance costs
- Users onboarded in 3 months.
Case Study 3: Global Conglomerate
Challenge: With over 350,000 employees across 600 subsidiaries, this multinational conglomerate faced challenges in unifying training and adoption processes across diverse systems like Workday, SAP, and Oracle. The company sought a way to streamline training for a globally dispersed workforce.
Solution: Apty’s platform enabled the company to overlay its existing systems with a unified digital adoption strategy. Apty helped centralize training and onboarding, making it easier for employees to adopt new software and processes while also reducing the need for printed manuals.
Results:
- Streamlined training for 350,000+ employees
- Reduced carbon footprint by eliminating the need for printed manuals
- Increased digital adoption across subsidiaries without additional manual work
- Significant time and cost savings due to the centralized adoption process
Conclusion
With the challenges of onboarding employees onto complex software systems like Salesforce, Workday, ServiceNow, and Microsoft Dynamics, it’s clear that traditional methods are no longer enough. Apty’s AI-powered onboarding solution offers a transformative approach, providing real-time, context-sensitive guidance, predictive learning, and automated workflows to improve user adoption and productivity. By addressing these challenges head-on, Apty ensures that new hires can hit the ground running, leading to better performance and greater software ROI.
Ready to experience the power of Apty’s AI-powered onboarding solution? Book a demo today and see how Apty can help you streamline onboarding for Salesforce, Workday, ServiceNow, and more. Get started on transforming your onboarding process!
FAQs
Apty’s AI leverages machine learning algorithms to analyze individual employee behavior within enterprise applications like Salesforce, Workday, or ServiceNow. By tracking real-time user actions, Apty identifies patterns—such as when an employee hesitates, repeats tasks, or struggles with certain workflows. This data enables Apty to deliver personalized, in-the-moment guidance, such as contextual tooltips or step-by-step walkthroughs, which significantly enhance the user’s onboarding experience and reduce time-to-productivity. The AI continually learns from user interactions, refining the support provided to each individual, ensuring an evolving and increasingly efficient onboarding journey.
Traditional onboarding typically relies on static, one-size-fits-all training programs that are not adaptive and often miss the nuances of how employees engage with specific systems. In contrast, Apty provides dynamic, real-time support based on individual user behavior. This means that rather than a static training session, Apty delivers customized support at the exact moment when employees encounter difficulties. Whether it’s Salesforce, Workday, or ServiceNow, Apty’s AI-driven process monitoring tracks user engagement across multiple applications and provides contextual, step-by-step guidance, thus ensuring that employees are supported continuously throughout their learning process. This real-time, personalized assistance is especially crucial in complex systems where employees need to learn a variety of workflows quickly.
Apty’s automation capabilities are designed to reduce repetitive tasks and ensure that employees don’t waste time on manual data entry or navigating complex workflows. For instance, when new employees use applications like Workday or Coupa, Apty automates data entry validation, ensuring that errors are caught early and corrected in real-time, reducing the need for additional training or IT intervention. By eliminating these mundane tasks and providing continuous contextual guidance, Apty not only shortens the onboarding process but also enhances long-term adoption. Over time, employees feel more confident in their ability to navigate the system, which increases their productivity by 30% on average and ensures that the software is being used to its full potential, ultimately improving ROI on software investments.
Apty’s analytics dashboard provides real-time insights into how employees interact with the software. By tracking user engagement metrics, such as task completion rates, error rates, and time spent on specific tasks, HR and L&D teams can identify bottlenecks or areas where employees commonly struggle. For instance, if a large percentage of users are spending too much time on the expense management feature in Workday, Apty’s AI can alert teams to potential gaps in training or system configuration. This data allows HR teams to iterate on their training content, provide focused support, and make the necessary adjustments to the onboarding flow, ensuring that employees are continuously improving and not falling behind.
Apty is designed to be highly customizable to suit the unique needs of an organization, whether they’re onboarding new employees to Salesforce, Workday, ServiceNow, or any other enterprise application. Apty’s AI-powered solution can be tailored to deliver custom workflows, checklists, and training paths for different roles, departments, or specific user needs. For example, a HR manager using Workday will need different guidance from a finance employee using the same platform. Apty provides role-based learning paths, guiding employees through specific processes like payroll management, compensation management, or performance evaluations. Additionally, Apty integrates with third-party systems like LMS platforms, allowing for seamless content delivery and reducing duplicate maintenance efforts.
Onboarding fatigue is a common problem when employees are inundated with large amounts of training material, making it difficult for them to retain information. Apty addresses this issue by breaking down the learning process into small, manageable steps. Through AI-powered micro-learning, Apty provides real-time, bite-sized guidance that is delivered just when it’s needed, reducing cognitive overload and making training feel less overwhelming. Employees can complete tasks with the immediate support they need, increasing their confidence in using the platform. Furthermore, Apty continuously monitors user engagement and adjusts the level of support to ensure that employees progress at their own pace, leading to higher retention rates and more successful software adoption in the long run.
