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User Onboarding Vs Customer Onboarding – Here’s the Difference

Businesses are always in a race to grab the attention of potential customers. Companies splash messages of “free trials” across the web to grab eyeballs but those efforts are wasted if you don’t have a proper onboarding experience after a user signs up.

In a world of cut-throat competition, companies often make the blunder of providing a sub-standard Onboarding experience.

It happens because they interchangeably refer to users as customers and vice-versa. As a result, they end up providing a User Onboarding experience to a customer and lose a valuable client in the process.

This could cost a company dearly, so knowing the difference between User Onboarding and Customer Onboarding is a pre-requisite to providing a stellar Onboarding experience.

In this post, we’re going to cover:

  • What is the Difference between User Onboarding and Customer Onboarding?
  • Who is a User?
  • Who is a Customer?
  • What is User Onboarding?
  • What is Customer Onboarding?
  • Who owns User-Onboarding?
  • Who owns Customer Onboarding?
  • An Example of User Onboarding
  • An Example of Customer-Onboarding
  • Difference Between User Onboarding and Customer Onboarding

What is the Difference between User Onboarding and Customer Onboarding?

User onboarding is functional; it’s designed to help people understand how to use a product.

Customer onboarding is relational; it’s about helping customers understand the value of being a paying client and build a sense of loyalty.

Understanding the difference between the two will help you efficiently organize your Onboarding process.

Let’s start with understanding this – Who you are Onboarding?

Answering this question would help you to design the flow better, as the needs of a user and that of a customer are very different.

Who is a User?

A user is continuously looking for a solution that helps them solve the immediate problem and they will often go with the first solution they find.

In short, users typically want to learn how to perform the most basic function of a product.

A user could mean different things depending on the product & industry. For example, for consumer good, the user and the customer are the same. But when it comes to SaaS products, not all users are customers.

Many SaaS product offer free trials. After signing up for the trial, the person begins user onboarding. They’re using the product, but they are not yet paying for it. Therefore, they’re not a customer.

The other situation where a user might not be a customer is with business or enterprise SaaS applications. One company may buy a 1000 seat license for a SaaS product. All 1000 people need to be onboard as users, but only a handful of the people will make decisions about purchasing or renewing the product. The people with buying power need to go through customer onboarding whereas the rest of the company only needs user onboarding.

From a SaaS standpoint, a user could be anyone, they could be a visitor or a potential customer. A user could be triggered to explore a product for multiple reasons like change in role, budget, strategy, approach, leaders, or promotion.

Predicting any of these is difficult and satisfying them based on these attributes would be impossible. So, companies should focus on delivering onboarding experience that quickly highlights how the product works.

Getting the aha moment is very tough when the product is being compared alongside other equally better solutions.

Onboarding a user without bothering them and showing them value on each step of the process boosts the credibility of your product and eventually lead them to realize the worth.

Who is a Customer?

A customer is a person who buys or pays for the product. They understand the value of the product or the solution and want to reap more benefits by avoiding roadblocks.

Hopefully any free trial users ascend to become a customer after experiencing the benefits promised by the application. Customers want to squeeze the maximum benefit out of the provided application. They have to be directed regularly to keep them going without any hiccups.

When you don’t offer a trial, a new customer won’t have gone through the user phase. In such cases, a product walkthrough is given upfront followed by a series of relevant training to make them comfortable at the earliest to avoid churn.

Post the financial transaction, the customer would like to unleash the full capabilities of the product. It is up to you to exceed the expectation by providing much-needed guidance at every touchpoint in their customer journey. Bringing them up to speed and driving them towards excellence is paramount as it will help them reap rewards using your application in no time.

What is User Onboarding?

User onboarding is a process of guiding the user to realize value from the provided solution in a span of few interactions since their first engagement.

The journey to the ‘Aha Moment’ begins right off the bat and it is only possible by showing the true value of the product without allowing your user to fail.

The main goal of your user onboarding should be to help the new user accomplish their desired tasks and boost their confidence in your product.

Apty is built to deliver outcomes. It helps SaaS teams launch new features with confidence and track how quickly users reach activation milestones that drive long-term retention.

Still wondering, what is user onboarding in the context of SaaS? It’s not just about showing features but about helping users realize value without delay or confusion. That’s where onboarding software for SaaS like Apty plays a critical role. Apty’s platform uses intelligent in-app guidance and behavioral analytics to guide users toward their goals from day one.

Discover more: The definitive guide on User Onboarding

What is Customer Onboarding?

Customer onboarding is the process of making the customer familiar with the product end-to-end and building a relationship.

The customer-onboarding journey starts with the User-Onboarding if the user is the potential customer.

The expectation of the customer is usually high and providing a worthwhile experience will increase the chances of retention.

Who owns User-Onboarding?

The journey of a user and customer is planned inline with the sales funnel to serve them better.

According to this funnel generally, there are 5 stages:-

  1. Awareness
  2. Discovery
  3. Evaluation
  4. Purchase
  5. Loyalty

As per the figure the user falls in the Awareness and Discovery stage as they are excited to find and explore a product.

When a person is considering investing in a solution, they are usually a user and the whole onboarding process at this stage is taken care of by the product team. At this point, the team works closely with the sales and marketing team.

The main agenda is to increase the engagement rate and making the user to utilize the product constantly at this stage by providing continuous value.

Since the product team knows the product inside out, they design it in such a way that users achieve their goal within few touchpoints, while the sales team ensures that the onboarding flow is created for the major user types.

Who owns Customer Onboarding?

As per the figure, the customer comes in the Evaluation and Purchase stage.

When a person transcends from the Evaluation stage to the purchase stage, the responsibility of Customer Onboarding moves to the customer success team and the Account Managers.

hey have the responsibility to empower the customer with the right capabilities and to make the learning curve short and the adoption phase smooth. In modern B2B environments, this often involves integrating with automated systems like AI SDRs to ensure the transition from sales to success is handled with data-driven precision.

To achieve this, they have to understand the objectives, the end goal, and the long-term vision of the customer to deliver the proper value throughout their association.

The main agenda is to deliver the product to attain the customer’s goal, avoid potential churn, and increase customer satisfaction.

Read more on How Digital Adoption helps you to boost your ROI

An Example of User Onboarding

Let’s say you want to use a full-suite designing tool to boost the efficiency of your designing team in order to meet the deadline for the new project.

You begin your research by browsing on the internet to find some relevant solutions or products.

In doing so, you encountered two such solutions that could help you achieve your goal. Now you start exploring solutions A and B by opting for the Free-trial.

Onboarding with product-A

The experience with product A starts with a welcome message on the browser. Just below that you click on a CTA to explore the product.

On reaching the platform of the product you are guided with a series of walkthroughs. During this product tour, you have come across many functionalities, and you are impressed by all the features available with this product.

But some of these features are not relevant for you but you were forced to have a look at it during the Onboarding flow.

As a user, you got overwhelmed by seeing all these features. Since the product tour covered every feature in the product, now you are more confused than ever.

You try to read the documentation and watch some videos to get a hang of it. After a few hours, you understand a bit but still confused about whether the product will serve the function that you might be looking for. As you are unable to see the result even after investing so much time and effort.

Agitated by this you think not to waste any more time with Product A and you just jump to explore Product B.

Bottom line:- With User Onboarding the agenda is not to show all the features in your arsenal but to show the essential features and steps to bring them up to speed. Never allow your user to fail and feel dejected.

Onboarding with Product-B

Post-signing-up for the free-trail you receive a Welcome mail in your inbox. From there you click the CTA to explore the product. To ensure these welcome messages reach your users without issues, implementing email validation can prevent invalid or disposable addresses from entering your system, improving engagement from the very first interaction.

The moment you reached the platform you were asked a series of questions:-

  1. Are you a trained designer?
    Yes
    No
  2. Do you prefer templates?
    Yes
    No
  3. Why do you want to use this platform for?
    Social media creative
    Blog creative
    Video creation
    Explainer Videos
    All of the above

Post these questions the user is guided in the same fashion as with product and given a product tour but this time the Onboarding process only took a few minutes.

Is this because the features of Product B is inferior to that of Product A?

The answer is No.

Rather, they provided a personalized experience that fits the designer’s needs. By asking questions upfront they ensured that the user is provided with concise yet useful information and hence an effective Onboarding experience.

As a user, you are happy with the solution but as you use some of the advanced or unfamiliar features you begin to struggle.

Though Product B has documentation and videos to guide the users, it is not readily available to the user to use it immediately. They have to crawl through the internet to find the relevant doc.

Here the Onboarding process was crisp yet informative, especially for the first time user. The Onboarding experience was good but it was not satisfactory because the user has to find the relevant resources on their own which occasionally could be irritating.

This could push a user to find a new solution or product and in this case, is Product-C.

Bottomline:- Make the user Onboarding crisp and help the user realize value out of your solution in no time. Customized Workflows or Walkthroughs will always work provided you try to understand your user. Put the power in the hands of the user by enabling them to do things in real-time but never make them dependent on others during the process.

Onboarding Software

To build the best customized product tours and walkthroughs, you’ll want to invest in a walkthrough software.

You might wonder what an in-app guidance solution is?

A solution like this enhance the User Onboarding experience and boost their engagement rate with the product and motivates them to regularly use it.

These solutions are traditionally been called as Digital Adoption Platform (DAP) which enables both SaaS and Enterprise level products to make their Onboarding effective.

DAPs act as modern product walkthrough tools (in fact, more than that), streamlining onboarding with contextual steps and progress tracking. With Apty’s in-app guidance, users don’t just get help—they get performance acceleration with personalized workflows and instant support within the application.

See Apty’s in-app guidance in action

Bottom line:- Enhance the Onboarding process by enabling the user with all the essential tools. Keep them engaged throughout their journey and make them achieve their goal and feel empowered by doing things on their own without being intruded and dependent.

An Example of Customer-Onboarding

Let’s say you have explored both products and you have decided to go with B.

Now, product-B must provide you with incredible Customer Onboarding experience to make you realize your goal at each juncture. Product B needs to know your motivation, requirements, and type of users who will utilize the solution.

Based on these factors they created customized Onboarding flow for your organization using an analytics tool like Apty which understands how users interact with an application.

Apty’s analytics not only show how users engage with workflows—they also surface friction points so teams can iterate and improve processes in real time.

Once you and your team started to utilize the product. You started to realize value out of it and was able to use the product to its full potential because of readily available in-app guidance solutions in the product.

It helped you and your team to reduce your dependencies on Product-B’s support but rather made you empowered as you were self-dependent during the whole process.

Leading with customer onboarding best practices and a well-thought-out SaaS onboarding strategy ensures your customers not only stay, but thrive. Apty’s AI-powered onboarding adapts to each user role, driving consistent activation and retention.

Bottom line:- Understand your customers and provide them with a customized experience. Allow them to unleash the full capability of the product. Achieve all this by triggering, motivating, and increasing the ability of the customer.

Difference Between User Onboarding and Customer Onboarding-

User Onboarding  Customer Onboarding 
1  user is someone who would like to discover the product before paying for the same.  The customer is someone who will pay for your product or solution. 

 

2  Users generally come to the platform to use the freemium or free-trial offer to analyze the value of your solution.  Customers want a Demo to understand the capabilities of the software or product in detail. 

 

3  The user wants a solution that immediately solves their problem or helps them achieve their goals.  Customers want to attain full potential with your product to excel in their daily activities. 

 

4  Their journey begins the moment they interact with your website. 

 

Their journey begins when they purchase the product or think to do so.  
5  They don’t have much time to explore your product.  They have time to explore your product 
6  They don’t want to fail while achieving the goal and want to see success immediately.  Customer understands the value of your product and wants to see success regularly with it.
7  User Onboarding is comparatively a short-process  Customer-Onboarding is the long process and would likely continue till the very end of your association. 
8  The goal with user Onboarding is to increase:-  

  • Engagement Rate of the user. 
  • Completion rates with fewer touch-points. 

 

 

The goal with Customer Onboarding is to:- 

  • Make the customer stay with you forever by ensuring they are achieving desired results using your product. 
  • Improve the retention rate and decrease the churn rate. 

What’s Next?

Retaining more customers will ensure stability in your business. As you improve your onboarding process, more users drive more customers into the funnel.

Design a compelling program to onboard both customers and users, and optimize the process.

Want faster activation, fewer support tickets, and more engaged users?

Apty helps you build frictionless onboarding journeys—customized for users and customers alike. Whether you’re running a free trial or activating new enterprise clients, Apty ensures outcomes, not guesswork.

Book a personalized Apty demo now

FAQs

[lvca_accordion][lvca_panel panel_title=”1. How does Apty support both user and customer onboarding in SaaS platforms?”]Apty is designed to support the full onboarding spectrum—from trial users to enterprise customers. With in-app guidance, automated workflows, and outcome-driven analytics, Apty ensures that both users and customers are guided toward successful activation and long-term adoption.[/lvca_panel][lvca_panel panel_title=”2. What makes Apty better than traditional onboarding or product walkthrough tools?”]Unlike basic product tours, Apty combines intelligent guidance, AI-driven personalization, and deep behavioral insights. It helps SaaS companies shorten time-to-value, reduce support volume, and scale their onboarding without additional headcount.[/lvca_panel][lvca_panel panel_title=”3. How does Apty improve retention during onboarding?”]Apty helps users and customers complete onboarding flows faster by eliminating confusion and surfacing contextual help at the right moment. With its analytics and AI-powered workflows, you can identify drop-off points early and proactively fix them—boosting retention rates across the funnel.[/lvca_panel][lvca_panel panel_title=”4. Can Apty adapt onboarding flows based on user behavior or role?”]Yes, Apty’s role-based personalization tailors onboarding experiences for different types of users—technical, business, or support—based on how they interact with your application. This ensures each user sees only what’s relevant, reducing overwhelm and improving time to value.[/lvca_panel][/lvca_accordion]

How to Design a Successful Software Rollout Plan: 13 Steps

Software rollout is something that every enterprise is familiar with, considering the sheer number of technological solutions companies deploy, year on year. However, simply investing in an application without really having a software rollout plan in place, can be disastrous.

Organizations are having questions like how to rollout new software or what is the ideal software rollout process to follow. Questions like this can only be answered by having a proper software rollout checklist or plan.

Thankfully it is not difficult to have a strategy in place. We at Apty have drafted a well-planned software rollout strategy following which any business can avoid some obvious pitfalls but before delving deep into the strategy lets understand the best practices.

Top 7 Software Rollout Best Practices

  • Communicate about the changes to every stakeholders
  • Segment users based on their profile to manage effectively
  • Be open for suggestion and feedback
  • Create training program without hampering employee productivity
  • Provide self-support system
  • Continuously monitor the progress
  • Regularly update the process and training content

Software rollout guide to ensure a successful software rollout plan

1. Establish a Clear Objective

Your organization must establish a clear objective before investing in any new software. Having a proper roadmap will empower any organization and all its departments to meet its goals.

You might know and understand why your business needs a new software but your employees might not be on the same page. It is better to discuss and share the vision upfront. Involving employees at this stage will increase pan-organizational buy-in which usually becomes difficult in later stages of the rollout process.

2. Identify Current Business Roadblocks

It is the responsibility of the implementation team to run an audit in collaboration with an external consultant to understand the current state of your business process vis-a-vis your organization’s objectives.

A few things you need to look into are:-

  • Whether the new software rollout will have any impact on the status quo
  • How smoothly (or not) previous software deployments took place
  • Challenges in the current business processes and how these could be solved using the new software?

Answering these questions will identify the gaps in your existing system. It would be ideal to involve stakeholders from respective departments to understand the issues they have faced in the past.

All these insights will help you to overcome the challenges and have a contingency plan in place, to track back if anything goes wrong or goes out of hand.

3. Set a continuous business process improvement strategy

The business world is dynamic as it has to face a lot of challenges because of internal and external factors. Organizations can plan for internal aspects to some extent but preparing for external factors can be a herculean task.

So, it is clear that the preparations must be in place to handle the situation even after a successful software rollout.

When a shift happens then the business process undergoes change for which organizations must invest in tools that can help them uncover the trend and empower their users to immediately adopt it.

During such cases, traditional training is not feasible as it would consume a lot of time. The agenda of the business is to make employees immediately familiar with the processes and make them leverage the new features within the software to the fullest.

The organization can use an application like a Digital Adoption Platform that will help them uncover the user behavior trend within the application. It also helps users to learn new processes and various features of the applications while they are on the job.

It also acts as a tool through which you can communicate the change that happened within the application and guide them throughout the process. It is one of the few tools that determine the post-rollout success of software.

4. Understand User Needs

Prior to designing a software training curriculum for the employees, it is necessary to understand how each user group uses the software.

Modern DAPs have a feature called Application analytics where you get the following insights:

  • How the user is utilizing the software.
  • Where they are dropping off.
  • What are the roadblocks they are facing.
  • What is their engagement rate.
  • What is the impact of training over software utilization.
  • Which user group is struggling in comparison to the other.

The answers to all these questions will guide you to design customized training for each user group and their sub-groups. Also, business processes can be altered based on these insights, if needed.

It will ensure a great user onboarding experience for your employees and in turn higher engagement rate.

Here’s a definitive guide on User Onboarding.

5. Make Software Training a Priority

Just rolling out an incredible software will not ensure success. Having a state-of-the-art technology in place but not being able to utilize the same to its fullest potential will fail the project and, in turn, the investment.

Equip your employees with the right tools and skills to operate the software and find their way through the new process.

The traditional form of training consumes time but is essential to get an overview. However organizing multiple training sessions consumes a lot of man-hours, and resources which could otherwise be put to better use.

Having a contextual training solution like DAP (Digital Adoption Platform) will be useful as it houses all forms of content within the application. It guides the user in real-time and saves valuable time.

Having an in-app guidance solution that houses content in multiple formats at their helm will reinforce your users’ knowledge and boost their productivity.

6. Communicate with Stakeholders

Software rollout is not a one-man show. Key decisions have to be taken by involving relevant stakeholders from each department.

You might wonder why it is essential?

Well, they know their day-to-day job better than the management.  Understanding their perspective could open numerous doors of opportunity to improve the implementation process. As eventually, they are the ones who will be using the new software.

Each of these stakeholders understand the end goals that they want to achieve via the new implementation. They know what the solution should look like and where the problems could occur. Their feedback at this stage could make your software-rollout plan smoother and more effective.

Collaborating from this stage will allow you to understand what their expectation is from the new deployment. It will help you to adjust the goals and objectives to be in line with their expectation.

Doing this will also make your employees motivated and their participation increases by many folds.

7. Hire Consultants and Service Partners

Rolling out new software even with a tech-savvy team could be a herculean task. Your organization must hire Consultants and Service Partners to meet the desired goal.

Consultants are the representatives of the organization who are hired for their expertise and Service Partners are third-party companies that enable the deployment of new applications across the organization to achieve the goal efficiently.

Applications like Salesforce, Workday and ServiceNow may take a period of 14-18 months to go live and businesses have to go through a tornado of change in this period.

The expectation of the organization has to be conveyed properly to these Service Partners to realize the company’s goal and this job is done by the Consultant. Moreover, a Consultant is a subject matter expert who helps to design the business processes.

On the other hand, Service Partners understand the product in and out and customize it to the expectation of the organization. They are the ones who develop and deploy the solution.

Collaboration across all fronts is essential to see success out of the deployed solution.

8. Maintain Decision logs and Documentation

While the new software is being customized, designed, and developed to meet the organization’s demand, many decision-makers participate in this process.

As a result, numerous decisions are taken. If the organization wants to solve any issues and wants to track back to the owner of that decision, it would be difficult unless you don’t have a decision log. In this log, you generally enter the name of the owners, the type of decision taken, and the stage of the process.

Documentation is equally important, as most companies prefer customization of the software to match their needs. So, the structure of the software becomes very different from the default ones and the default documentation becomes useless in such cases.

The documentation must be the responsibility of the Consultant which must be created in collaboration with Service Partners.

9. Create Champions

A person must be selected to represent different stakeholders and they must be trained right from the development stage. They must be the Point of Contact between the external stakeholders and internal stakeholders.

They should become the power user by the time the deployment phase begins and can be called ‘Champions’ as most of the heavy-lifting from the organization’s end is done by them.

An internal Champion will ensure the success of the latest deployment as anyone from the organization can reach out to them for any clarifications or training requirements.

They could help the Team Leads and L&D Team to design the training module. Their presence reduces dependencies on external stakeholders.

Few Champions are essential in a company to boost the adoption of the software and safeguard the investment.

10. Test in Control Group

Once the software is designed as per the requirement, it should be deployed within a small group of people. This group of people could be handpicked or selected randomly. The main motive is to check the efficiency of the deployed application in a testing environment.

If the software does not meet the expected standards, it is sent to the development phase. But if it delivers the desired outcome, the software is rolled out in a much bigger group and eventually across the organization.

The main motive of the control group is to identify any bugs in real-time and improve upon it. It saves a lot of time and effort.

11. Seek Feedback

You could have the best analytics system in place, but at the end of the day what matters is how users perceive the deployed software.

New software generally tends to have some flaws in it. It should be the prime duty of the respective Managers to gather feedback and convey the sentiments of their team members to the management

Feedback can be gathered via multiple channels like:

  • Face-to-Face Conversation:- It is one of the traditional ways to garner feedback. It acts like an evaluation where the Team Leads or Managers interact with their team members to find out how satisfied they are with the new software. It takes time but the results are valuable.
  • Meetings:- It’s a collaborative approach where the team comes together and discusses the efficiency of the software. Any drawback is discussed in a detailed manner. It gives you an immediate idea of how the team feels about the deployed software.
  • Survey Questionnaire:- It’s an ideal way to get feedback if you have a lot of members in your team. It may not be as accurate as the in-person meetings, but it gives you the big picture in a short span of time.
  • Internal Forum:- In this method, the user can present their review of the software and the team that is responsible will act upon it. Here there is no questionnaire posed to the user but rather the user voluntarily gives feedback.

12. Monitor Usage Analytics

To know how the newly rolled out software is performing, business analytic tools like Apty can prove highly beneficial.

It gives you two types of insights:

  • Application insights
  • Workflow insights

All these data points will guide you to identify the gaps and improve the training and business processes.

The software has to be updated every now and then to match the industry standards and the organization’s goals. To do it properly, continuous analysis is key.

13. Ensure Business Process Compliance

Business process compliance is a series of steps performed by the users to accomplish a defined goal. Each step has to be completed in a certain way or format and adds up to the bottom line of the organization.

When it comes to using software, organizations want their workforce to use it in an intended manner. So, they create rules and regulations which is known as business process compliance. These processes are the building block for organizational success and any issues could impact the ROI.

So, the organization needs to enable employees to enter the information within the application in the correct format. It will help the business to receive clean data which will intend help to become business process compliant and make crucial business decisions.

Conclusion

Software rollout is not a one-time thing, it is a continuous process. There is no good in doing things hastily. Rather, it pays to be practical and make your decisions wisely, based on data.

Be open for feedback and always test before deploying new software and its updates. You can make most of it if you have a proper strategy, effective communication & collaboration, customized training, and a well-defined roadmap in place.

Software Usage Vs Software Adoption – Are you sure you know the Difference

It is common for business to spend indecent amount of dollars on procuring new tools to improve their processes and performance. But what if these tools are not providing the expected or desired value? The potential loss of such a case is extremely high.

This is why it is of paramount importance that you are cautious in selecting the right tool. Not only that, it is also crucial to have all necessary measures in place to help you derive maximum value for the money spent on the tools.

Many organizations assume software success begins and ends with deployment. In reality, ROI depends on whether employees use software effectively to drive real business outcomes.

Typically, while assessing a tool or software application, company management has certain expectations from it, like:

  • increased efficiency and productivity
  • happier employees
  • faster adoption
  • employee engagement
  • competitive advantages and more

It is very likely that your employees might face challenges with the new tool initially. But this doesn’t mean that the tool isn’t perfect. The reason for their discomfort might be they are already accustomed to another tool, or multiple tools.

It is up to the management to make the employees feel at ease with the software. Understanding the difference between Software usage and Software adoption is necessary to expect a better ROI from the purchased tool.

This understanding can determine whether your organization merely uses software or unlocks its full potential to reduce errors, increase productivity, and drive process completion at scale.

Apty redefines this transition with its AI-powered, outcome-focused digital adoption platform. Instead of relying on passive training or documentation, Apty enables employees to interact with the software through intelligent walkthrough software, driving immediate performance improvements and eliminating guesswork.

Before we get to understanding them better, let’s take a look at the steps that are involved typically in the purchase of any software:

  • Identify areas for improvements
  • Look for the best tools that allow the improvement
  • Identify the right product
  • Purchase the tool after analyzing ROI parameter
  • Implement it
  • Read the benefits of the tool OR Analyze why it’s a Failure
  • Again repeat from step 1

These are the steps followed by a majority of companies. Each step involves lots of research work. Here, we are going to concentrate on step 6 in which, the role of enterprise software adoption and usage comes into play.

With Apty, the focus extends beyond implementation. It ensures your onboarding software is not just a checklist but a continuous learning experience tailored to each user’s journey. Apty’s automated onboarding software capabilities reduce drop-offs and support tickets while boosting software proficiency across departments.

Every day when we get to the office, we all have our to-do list ready. We leverage software just to make our work easy & accomplish our tasks faster.

What is Software Usage?

Software adoption rate is a measurement of how well a software is being utilized as intended by its users. Software usage doesn’t always equate to software adoption since different users have different requirements from a system and the context of software usage matters, to measure adoption.

But we do have certain problems here, such as:

  • Do we know how to fully use them?
  • Do they meet our requirements?
  • Does it take longer to complete our tasks?
  • Is there a simpler way of doing it?

The end-user might have such doubts and might be hesitant to raise their concerns with the management. Their reluctance will have a direct impact on their performance. It is the management’s responsibility to identify those pain points in software usage and address it.

Using an AI-powered Digital Adoption Platform like Apty can help capture usage data and reveal where users struggle, before these inefficiencies hurt your bottom line.

Let’s look at an example. Consider a company with about 10000 employees.

Application: Salesforce

Assume all 10000 employees use Salesforce to perform various tasks. Every individual has their pre-defined tasks and they expect Salesforce to support & enable them to accomplish their tasks.

Two scenarios might occur:

Scenario 1:

  • Employees are very comfortable using Salesforce.
  • The tasks are completed without any hassle.
  • Completion time is minimal as they know how to use the application.

Why is communication important in change management?

Scenario 2:

  • Employees are not completely familiar with Salesforce & its potential.
  • Task completion depends on complexity and employee efficiency.
  • Some might learn through tutorials and complete the task
  • Some might need in-person training/assistance
  • The completion time is comparatively high.

Scenario 2 needs to be addressed.

Even though they somehow manage to complete tasks, efficiency is compromised.

When software is used inefficiently at scale, it creates organizational drag. The business ends up losing time, increasing support tickets, and underutilizing investments.

The Takeaway:

Technically, Salesforce usage is high (10000 employees daily) but whether they use it to the fullest capabilities is where the difference lies?

Imagine if 2-3 applications are involved to complete a task and all 10000 employees face a similar issue with all the applications – That is a problem you don’t want!

Here’s what you can expect from such a situation:

  • Wastage of resource, time & money
  • Low employee engagement rates
  • Prolonged Adoption time
  • Minimal efficiency & performance
  • Reduced task completion rates and so on…

Difference between Software Usage and Software Adoption

Software Usage Software Adoption
Employees use the software Employees use the software to its full potential
Their tasks are completed Their task completion happens in minimal time
Software is used neither optimally, nor efficiently Software is used to maximum capacity, efficiently
Return on Investment is low Faster, Higher Return on Investment
Example: 10000 employees using Salesforce Example: 10000 employees using Salesforce to the fullest capacity

Learn how enterprises moved from usage to adoption with Apty in our case studies.

By now, you would have understood that purchasing and adopting enterprise software are two different entities, which is the real gap between usage and software adoption.

How To Increase Software Adoption

Now that you know the difference between software usage and adoption, here are the ways you can increase software adoption at your enterprise:

  • Efficiently Onboard Employees – Onboarding is crucial and if not done right, employees could end up not using the software efficiently. When employees are efficiently onboarded to a platform and walked through the most commonly used features, software adoption rate increases immensely.

This is where Apty’s product-led onboarding strategy shines—empowering users with personalized walkthroughs and eliminating barriers to entry through context-aware onboarding flows.

    • Provide Ongoing Training and Support – Employees forget around 70% of what they learn in training within a day. When employees are onboarded efficiently and learning is reinforced regularly with ongoing training and support, employees retain information much better and for much longer.
    • Define KPIs To Measure Adoption – Measuring software adoption isn’t very easy and to efficiently do it, you have to define KPIs that you are going to measure. For starters, measure the completion rate and drop-off rate of the main features by different segments of users.
    • Promote a Feedback Culture – Allow employees to openly share issues that they have with the software. This will help you find and fix friction points that are hindering software adoption. Promoting a feedback culture at your workplace will help you in many other ways.
    • Use a Digital Adoption Platform – Apty DAP allows you to do all this with in-app guidance and 24/7 support. It simplifies app training and unburdens your support teams. It is also remote work friendly and can be accessed from the application itself with its in-app help-deck
    • With built-in support for change management training and an intelligent employee training system, Apty closes the loop between user enablement and strategic business goals.

The Cost of Not Prioritizing Software Adoption

When software goes underutilized, the costs are staggering.

Organizations waste thousands of hours and millions of dollars every year in:

  • Prolonged training cycles
  • Low data quality from skipped steps
  • High IT support volumes
  • Lost productivity from process inefficiencies

With Apty, companies have:

  • Reduced onboarding time by 50%
  • Improved process completion by 45%
  • Decreased support tickets by 30%
  • Achieved a 3.4x ROI in the first year

Explore how Apty compares to WalkMe and Whatfix in driving business outcomes.

Bridge the gap with Digital Adoption

Digital Adoption paves way for businesses to maximize their employee proficiency on the existing or new enterprise software. Encourage your employees to not only use the software but also to ensure that it is being utilized to the fullest potential.

The practical difficulty lies in measuring and getting insights about software usage. No enterprise application will give you the intricate details lying in usage because they want to showcase that their software is highly effective and useful.

But reality and data might not always agree with them.

This is where Apty DAP stands out from the others.

Apty delivers business impact, not just adoption. Unlike traditional DAPs, Apty focuses on measurable outcomes like reduction in error, , process optimization, and productivity growth.

Apty, the highest-rated Digital Adoption Platform for customer satisfaction, is your go-to tool for addressing all the adoption-related challenges. Apty provides

  • Detailed insights on software usage – where your employee is struggling hard to do a task
  • Interactive walkthroughs – guides your employees throughout the process to perform the task
  • Tooltips– provides useful information that reduces mistakes
  • Employee engagement – provides in-app training and ensures maximum engagement

To maximize returns on your Enterprise software and to realize software adoption, invest in a Software Adoption Platform like Apty. This will lead your company to unleash the full potential of all your enterprise software.

FAQs on Software Usage vs Software Adoption

How do you drive software adoption?

To drive software adoption, provide assistance to employees, analyze and find gaps, and fix those gaps with contextual guidance.

What is the difference between usage and adoption?

Software usage is simply logging on to a platform and engaging with it, whereas, software adoption is leveraging and using the platform to reap its benefits. To measure adoption, you have to measure usage with context.

How can app adoption be improved?

A Digital Adoption Platform (DAP) or a software adoption platform is the most sought-after solution to improve app adoption. Apty DAP is well-known for its ease of use and deployment and is trusted by several fortune 500 companies.

Why are our employees using the software but we’re still not seeing the ROI we expected?

High usage doesn’t always mean high adoption. Your team may be logging into the tool but not using it efficiently or to its full potential. This leads to missed steps, longer task completion times, and reduced productivity.

How Apty Helps:
Apty analyzes real-time usage data to identify where users get stuck or skip critical steps. With in-app guidance, tooltips, and contextual walkthroughs, Apty ensures your employees not only use the software but also adopt it — maximizing ROI and reducing organizational drag.

We invest heavily in onboarding and training, so why do employees still struggle with our software?

Traditional onboarding and training are often one-time events. Employees forget up to 70% of what they learn within 24 hours if it’s not reinforced.

How Apty Helps:
Apty offers continuous, in-app training with contextual walkthroughs that adapt to each user’s journey. This helps reinforce learning at the point of need and reduces reliance on live training or IT support. As a result, onboarding time can be cut by up to 50%.

The 9 Pillars of Creating an Outstanding Digital Adoption Strategy

At a time when technology shapes every aspect of business operations, the impact of your digital adoption strategy is crucial. Finance, strategy, operations, and technology leaders face challenges beyond selecting cutting-edge tools; they must ensure comprehensive integration and usage of those tools throughout their organizations.

Despite digital technology’s critical role, a staggering 73% of businesses fail to generate value from their digital transformation initiatives. Further compounding this issue, 70% of change programs fail due to employee resistance, highlighting a significant gap in adoption strategies.

Yet, the investment in digital transformation continues to grow exponentially. According to IDC, spending on digital technology by organizations is expected to grow at 2X rate of the economy in 2024, driven by the need to develop digital business models and enhance digital capabilities. The global digital investment market is projected to grow by 6.19% from 2024 to 2027, reaching a market volume of $3,342 billion in 2027.

This significant investment underscores organizations’ clear recognition of the value of digital transformation. Yet, a consistent failure to utilize this value points to a common issue: an ineffective digital adoption strategy.

Often, leaders do not fully integrate digital adoption within their broader transformation initiatives, mistakenly treating it as a separate entity, which leads to failures in their digital transformation efforts.

The following sections outline the foundational pillars for a stellar digital adoption strategy. These principles are crafted to assist leadership in tackling the complexities of new software adoption—from initial planning and user training to ongoing support and performance analytics. Adopting these pillars can significantly improve software utilization rates and achieve the desired operational outcomes.

Whether your goal is to streamline operational processes with systems like Oracle, SAP, or ServiceNow, boost customer engagement through platforms like Salesforce, or optimize human resources management with solutions like Workday, the strategies discussed here apply across the board and have been proven in countless business settings. We will provide practical examples, actionable insights, and strategic advice to strengthen your digital adoption efforts.

Ready to redefine your approach to digital adoption? Let’s delve into the strategic elements that can boost your organization’s technological capabilities and strategic advantage.

But before jumping to that, we must know:-

What is a Digital Adoption Strategy?

A Digital Adoption strategy is a systematic plan to seamlessly integrate new applications into daily business operations. The aim is to optimize processes, eliminate obstacles, and establish a framework that aligns with the organization’s objectives.

Organizations often begin by refining their existing processes. This step is crucial as it ensures that the new technology will be integrated into an already streamlined and efficient environment.

However, simply optimizing processes isn’t enough. A common digital adoption challenge many organizations encounter is rushing into planning without first addressing potential roadblocks. These barriers, if overlooked, can severely disrupt the implementation phase.

The obstruction in the adoption process could arise because of the following factors:-

  • Resistance to Change in Digital Adoption
  • Insufficient Employee Training and Onboarding for Technology Adoption
  • Complex and Unintuitive Digital Technology
  • Inability to Measure and Monitor User Adoption
  • Fragmented User Experiences Across Multiple Applications
  • Lack of a Clear Digital Adoption Strategy
  • Challenges in Knowledge Retention

These roadblocks have to be addressed while creating the strategy.

Why Does Digital Adoption Matter?

According to Gartner, worldwide IT spending is projected to total $5.06 trillion in 2024, an 8% increase from 2023. This surge, up from the previous quarter’s forecast of 6.8%, underscores a robust trajectory that suggests IT expenditures could surpass $8 trillion before the decade’s close.

Meanwhile, Digital Transformation (DX) spending is projected to reach $2.15 trillion. By 2027, global digital transformation spending will escalate to $3.9 trillion. This steep rise highlights the accelerating pace at which organizations invest in technology to reshape their business processes, enhance efficiency, and foster innovation.

These statistics reflect a shift towards a digital-first approach in business strategies. The significant increase in spending demonstrates a clear recognition of digital technology’s critical role in maintaining competitive advantage and ensuring long-term success.

The risks for organizations refraining from investing in digital adoption are stark. Falling behind in this accelerating investment race can mean stalling your organization’s growth and losing competitive ground to those who effectively leverage their digital strategies to realize tangible benefits. In an environment where IT and digital transformation spending is skyrocketing, maintaining competitiveness necessitates a proactive approach to digital adoption.

Digital adoption is not merely about acquiring technology but effectively integrating it into all facets of your business operations. It’s a critical component of digital transformation, ensuring that technological investments deliver their promised benefits and drive real value.

Proper digital adoption empowers organizations to: 

  • Maximize ROI on Software Investments: Ensuring that each dollar spent on technology returns and multiplies in value, contributing positively to the business objectives.
  • Enhance Operational Efficiency: Streamlining processes and reducing redundancies through effective technology use, thus responding more quickly to market changes and customer needs.
  • Improve Employee Engagement & Productivity: By reducing the learning curve associated with new technologies and fostering a tech-savvy workforce. A recent study by Hubspot highlighted that low productivity costs employers around USD $1.8 billion annually.

Best Practices in Navigating Common Roadblocks in Digital Adoption

Relevant read: Digital Adoption – What it is & Why it is Important 

Simplifying Digital Adoption

While the concept of digital adoption might seem daunting, it can be straightforward when planned strategically alongside digital transformation efforts. The keys to success include:

  • Analyzing Problems: Understanding the specific challenges and obstacles that your technology is meant to solve.
  • Encouraging User Adoption: Motivating employees to embrace change by highlighting new technologies’ personal and professional benefits.
  • Providing Relevant Training: Tailoring training sessions to meet the specific needs of your workforce, ensuring they are equipped to use the new systems effectively.
  • Understanding User Needs: Gathering continuous feedback to refine the approach and support provided, thus ensuring the adoption strategy meets all user requirements.

By addressing these areas, organizations can not only navigate but also capitalize on the challenges of digital adoption, ensuring smoother transitions to new technologies and a higher success rate in their digital transformation efforts.

Keeping all these in mind, we have listed 9 important digital adoption strategies that would act as a checklist for your organization.

  • Crafting a Unified Vision for Digital Leadership
  • Aligning Roles for Effective Digital Transformation
  • Implementing Strong Data Governance in Digital Adoption
  • Optimizing Training for Effective Digital Adoption
  • Enhancing Interdepartmental Communication for Digital Success
  • Adapting Digital Strategies in Real-Time
  • Crafting a Flexible Content Strategy for Diverse Learners
  • Optimizing User Support and Leveraging Feedback for Success
  • Driving Continuous Improvement in Digital Adoption

9 Pillars That Make An Amazing Digital Adoption Strategy

Planning Phase

1. Proper vision from leadership

“A vision without a strategy remains an illusion”

– Lee Bolman

C-suite executives must share a cohesive vision that aligns with the organization’s objectives, clearly detailing digital initiatives’ path and expected outcomes.

Misalignments in vision across different departments often lead to inefficiencies and setbacks. Establishing a clear, unified end goal through consensus among top executives saves time and prevents conflicts.

Is your organization’s vision aligned with its digital transformation goals?

2. Aligning Roles for Effective Digital Transformation

Defining clear roles and responsibilities within the organization is crucial to avoid confusion as digital transformation progresses.

Contrary to the common misconception, successful digital transformation is not the sole responsibility of the CIO; 71% of executives believe employee engagement is crucial  to business success.

This indicates that digital adoption is a collective effort requiring engagement from all C-suite executives and active participation from mid-level managers. Like in team sports,  successful digital adoption demands coordinated effort and shared responsibilities.

How well are roles defined in your digital strategy?

3. Implementing Strong Data Governance in Digital Adoption

Effective data governance begins as users interact with new systems, where they often encounter “feature hell,” leading to potential system misuse. To prevent this, implementing a Digital Adoption Platform (DAP) can be crucial.

A DAP helps enforce data integrity by making crucial fields mandatory, eliminating duplicate data, and guiding users to input data in the correct format. This ensures accurate data collection and minimizes human error.

Is your data governance strong enough to support your digital initiatives?

Execution Phase

4. Optimizing Training for Effective Digital Adoption

Implement inclusive and personalized training programs and balance technology deployment with robust user adoption strategies by tailoring training to meet the diverse needs of different teams.

Example types of training formats: 

  • LXP courses
  • LMS courses
  • Live online training
  • PDF
  • PPT
  • Videos
  • Knowledgebase
  • Walkthroughs and Workflows (On-screen guidance)

This variety caters to different learning styles and significantly enhances the learning experience, reducing the time to adoption and increasing ROI.

Effective training is not just about delivery but about understanding and meeting the unique needs of each user” highlights the necessity of personalized learning paths in digital adoption.

All these formats empower a user and open a door for learning opportunities.

However, a digital adoption platform makes all of this much easier. A digital adoption platform allows you to create walkthroughs and tooltips that guide users inside the application. It reduces the load on the L&D department and propels the learning curve of any user.

5. Enhancing Interdepartmental Communication for Digital Success

Collaboration across departments is crucial for digital adoption success. The Learning and Development (L&D) team needs to work closely with HR, team leads, managers, and project owners. This collaboration ensures the creation of relevant and timely training content that meets everyone’s needs.

Using digital adoption platforms like Apty can guide users step-by-step through new applications, significantly boosting efficiency and productivity. But how well does your organization facilitate cross-departmental collaboration?

Maintaining a continuous flow of information is vital. Regular updates keep all stakeholders engaged and informed. Leveraging digital adoption tools helps provide insights into how applications are used and identifies gaps in business processes.

This ongoing communication ensures that everyone understands digital adoption initiatives’ goals, processes, and benefits, creating a more cohesive and informed organization.

6. Adapting Digital Adoption Strategies in Real-Time

Implementing digital adoption strategies requires flexibility, allowing you to make adjustments based on real-time feedback and your business’s unique demands. Being responsive to user needs and current technological trends is crucial. This responsiveness helps accommodate the learning curve associated with new technologies and systems.

Is your digital adoption strategy flexible enough to respond to user feedback effectively? By staying adaptive, you ensure that your digital tools and processes remain relevant and efficient, meeting the evolving needs of your users and keeping pace with technological advancements.

Implementation Phase

The implementation phase is the critical stage at which your digital adoption strategy comes to life. Here, you equip users with the resources and support needed to confidently utilize the new technology and maximize its potential. This phase focuses on three key pillars:

7. Crafting a Flexible Content Strategy for Diverse Learners

Address your workforce’s varied learning preferences by offering training and informational content in multiple formats, including interactive and on-demand options. This approach ensures that all users can find materials that help them best understand and utilize new technologies effectively.

Leveraging a digital adoption platform, create dynamic content such as tooltips and walkthroughs that guide users inside the application, enhancing their ability to learn in the flow of work. Diverse content delivery can bridge the gap between confusion and clarity, facilitating smoother transitions to new technologies.

How does your organization tailor content for diverse learning styles?

8. Optimizing User Support and Leveraging Feedback for Success

Focusing on reducing support tickets is a key indicator of successful user training and system usability. By analyzing the types and frequencies of reported issues, you can adjust your training and support efforts, boosting user confidence and reducing their dependence on the help desk.

Collecting and utilizing user feedback is essential for refining the adoption process. This feedback helps identify areas for improvement and ensures that your digital adoption strategies align with user needs and business goals. By continuously gathering and acting on user insights, you can make sure your digital tools and processes remain effective and user-friendly.

9. Driving Continuous Improvement in Digital Adoption

Analyze and Adapt. Commit to continuous evaluation and improvement based on detailed analytics from user interactions and business process assessments. Regular analysis helps pinpoint successes and areas for enhancement, driving better decision-making for future initiatives.

The businesses are constantly under transformation to make it effective and relevant these organizations should always analyze the gap in technology, user onboarding, user experience, and business processes.

Then they should also measure the impact of these analyses or draw insights to tweak the adopted practice and methods.

It will help them to improve and prepare for the next transformation wave. Most of it can be achieved by using applications like Apty which help you to get two types of analytics and these analytics are:-

  • Application analytics:- Helps to understand how users are using the deployed application and identify gaps.
  • Walkthrough analytics:- Helps admins to recognize where the users are struggling with the Walkthroughs (workflows) and help them to improve the flows.

In this phase, you should not rush the process as missing key aspects could have an adverse effect on your initiative. Hence, take time and then expand it to the larger group and always be on analyzing mode to avert any possible mishap.

For this, you can use tools like DAP that will help you analyze how the user is behaving while adopting an application. This kind of tool will help you understand where the gap is and how to overcome those gaps, further, you will get a recommendation from the tool itself but such a feature is only available with Modern DAP.

Deep dive:- Intelligent and Modern Digital Adoption Platform

Role of Digital Adoption in Digital Transformation

Digital transformation involves leveraging new technologies to improve customer experiences, internal processes, and service offerings. Examples include modernizing legacy applications through new cloud software, launching online self-service customer portals, or implementing advanced enterprise systems like CRMs or ERPs.

While these technologies can significantly innovate and enhance a company’s offerings, their success hinges on effective implementation and user engagement. This is where a robust digital adoption strategy becomes crucial.

Key Aspects of Digital Adoption in Digital Transformation

  • Enabling Comprehensive Integration: Digital adoption seamlessly integrates new technologies within existing workflows, enhancing productivity, customer interactions, and operational efficiency. It bridges the gap between technology’s potential and its practical use.
  • Empowering Users: Successful digital transformation relies on end-users’ ability to effectively utilize new technologies. Digital adoption provides continuous, contextual training and on-demand support, overcoming resistance and fostering a technology-positive culture.
  • Measure Impact and Drive Continuous Improvement: Continuous monitoring and evaluation assess the impact of new technologies on business operations and user performance. This feedback informs adjustments and improvements, ensuring digital transformation initiatives are successful and sustainable.
  • Aligning Technology with Business Strategy: Digital adoption aligns technological changes with strategic business goals, justifying technology investments and ensuring they deliver tangible business outcomes like increased revenue, reduced costs, and competitive advantages.
  • Facilitating Scalability and Innovation: Promoting widespread acceptance and understanding of new technologies, digital adoption enables effective scalability and fosters ongoing innovation, allowing organizations to maintain a competitive edge and adapt to market changes.

Digital adoption is indispensable when it enhances operational efficiencies and user satisfaction, ensuring transformation efforts are sustainable and closely aligned with broader business objectives.

Through digital adoption, organizations can empower their end-users to embrace new digital processes and tools, thereby maximizing the potential of technological investments and driving meaningful organizational change.

Digital Adoption Benefits Your Organization

Key To Successful Digital Adoption – Apty, a Digital Adoption Platform

Organizations face immense challenges with their digital transformation initiatives, especially with it comes to the adoption of new technologies. To address these challenges, roles such as Chief Transformation Officers (CTOs) have emerged, going beyond traditional CIO responsibilities to ensure technology transformations align with organizational goals. These leaders emphasize the importance of a well-defined digital adoption plan, recognizing that the success of digital transformation hinges on the effective adoption of new applications and software.

Digital Adoption Platforms (DAPs) like Apty have become essential in this context. DAPs facilitate user onboarding and adoption by offering on-screen guidance over web-based applications. As software applications frequently update and the number of tools a user must navigate grows, training each individual on each update becomes impractical. Here, DAPs play a critical role by reducing dependency on constant retraining and streamlining the onboarding process.

To illustrate the impact of Apty, here are some real-time digital adoption use cases across multiple industries, showcasing how Apty has streamlined processes and enhanced efficiency:

Company Industry Digital Adoption Use Case Brief Description
Mattel Manufacturing & Entertainment Streamline HR systems
& onboarding. Enhance
processes & support
Implemented Workday HCM with Apty, achieving 90% platform utilization in 60 days, reducing support tickets, and enhancing user competency across multiple languages.
ChenMed Healthcare Streamline employee
onboarding, engagement,
and organizational goals
Streamlined employee onboarding and engagement across 80 healthcare centers with Apty, enhancing understanding, reducing support tickets, and improving compliance and efficiency.
MaryKay Cosmetic Retail Streamline onboarding
and training across the
organization
Utilized Apty on Salesforce to streamline training for over 3 million consultants worldwide, significantly reducing support tickets and boosting sales by enhancing customer experiences.
US Airline Aviation Enabling employees to use
Clarity PPM effectively
Adopted Apty for Clarity PPM, cutting project time by over 50%, eliminating user guides, ensuring compliance, and boosting productivity and satisfaction.
Leading Bank Banking and Financial
Services
Accelerating Digital
Adoption and Streamlining
Operational Processes.
Faced with integration challenges during M&As, The Bank implemented Apty to streamline software onboarding, enforce compliance, and save $1 million, enhancing user adoption and operational efficiency.
Global Bank Banking and Financial
Services
Training and On-boarding
of Clarity PMM software
Overcame Clarity PPM adoption challenges with Apty, providing guidance and analytics that cut support costs by 80% and saved $275k on training, enhancing efficiency and adoption.

Apty is the leader in the DAP space with our data-centric approach. Unlike other platforms, Apty analyzes how applications are used within the organization. It identifies bottlenecks and challenges faced by users in real time. Based on this analysis, Apty creates targeted walkthroughs and guides that address specific user issues, ensuring that the software is used fully and the business processes are followed accurately.

The benefits of implementing a DAP like Apty are substantial. Apty saves time and money by boosting employee productivity, delivering a clear ROI. Its comprehensive real-time analytics and reporting capabilities provide unparalleled visibility into how digital tools are used across your organization. This transparency allows you to monitor user engagement, track progress, and identify areas where additional support or training might be needed. Understanding and responding to user behavior through detailed insights helps you make informed decisions, quickly address issues, and ensure that your digital transformation efforts stay on track. By improving efficiency and visibility, Apty ensures that digital adoption drives genuine value and supports your broader digital transformation goals.

Choosing the right Digital Adoption Platform is crucial for any organization committed to successful digital transformation. With its unique, analytics-driven approach, Apty provides a compelling solution that aligns with businesses’ strategic needs. It not only maximizes the potential of new technologies but also delivers long-term benefits and a significant return on investment by enhancing operational efficiency and providing detailed insights into user engagement.

Apty’s ability to deliver real-time analytics and targeted support ensures that digital adoption efforts are not only successful but also sustainable, providing long-term benefits and a significant return on investment.

Employee Performance – 3 Key Factors that will Improve it

For any business, Employee Performance is the key to success. Every individual employee must work toward the company’s vision and mission. There is no overarching mantra about employee performance – it is all about how businesses manage, upskill, and motivate their employees.

According to SHRM’s 2020 Report, more than 85% of Employees are not engaged in their Workplace. So, businesses need to find a way to ensure employee engagement, which in turn leads to employee productivity.

Many companies struggle to answer questions such as:

What is Employee Performance?

Employee performance is a measurement of how well or how poorly an employee conducts their required job duties and how promptly they meet their deadlines or requirements

Measuring employee performance can help you identify possible faults in your employee training program and guide you as to how you can improve.

How to Measure Employee Performance?

Employee performance can be calculated from 3 sources:

  • The employees themselves: People are usually their own worst critics. This is why asking an employee about their performance can be effective. Once employees complete a task, they can be asked to fill a form asking how efficiently and how fast they completed a task. This will help them understand where they are lagging and help them over time.
  • Their reporting manager: Managers can measure their employees’ performance using sequential number scales such as 1 to 5, or 1 to 10. Apart from measuring the quality and speed of the completed tasks, also measure how well an employee understands the tasks, collaborates with other members, and shows dedication to work.
  • People they work with: Getting feedback from the group that an employee works with is important to understand if their collaborative efforts are successful. This can include their colleagues and supervisors or even members from other teams that they occasionally work with.

What are the Factors Influencing Employee Performance?

The key factors that influence employee performances are:

  • Training and Development
  • Employee Engagement
  • Company culture

Employees won’t perform in a vacuum. Certain factors like the employer, personal preferences, and many other external factors affect employee performance. We are not going to consider factors that hinder employee performance like personal problems because the organization cannot eliminate these types of factors.

Alternatively, we are focusing on factors that have a positive impact on employee performance. Companies being thoughtful about how to engage their employees can make all the difference. There’s no simple or easy way but there are certain key areas that can create powerful outcomes. The mantra is simple since we know the factors that have a positive impact on employee performance focusing on these factors will eventually increase employee productivity.

Common ways to improve employee performance is to identify underperformance issues and match them according to your employee skills. You must enrich two-way communication to have a positive work environment. Set clear goals and achievable milestones and effectively train employees to stimulate growth and achieve effective employee productivity and performance.

Let’s discuss the three primary factors that companies should emphasize to improve employee performance.

1. Training and Development

Training focuses on immediate improvements such as mastering a change in your business software whereas development focuses on long-term objectives. Employee performance depends on the training he/she gets from the company. Companies have different levels of training and employee performance expectations depending upon the situation.

Investing in training can increase your profit margin by 24% or more because it makes your employees better at their jobs. Training also helps improve retention and decrease turnover. In a recent survey, 68% of employees say training and development is the most important company policy so leaders must understand every individual and provide appropriate training to retain their workforce.

Moreover, training doesn’t end at onboarding. If employees receive no training after their first few weeks on their job, they will feel like the company isn’t investing in their development. Companies must provide a seamless learning environment for employees which fosters employee career advancement.

“For the things we have to learn before we can do them, we learn by doing them”– Aristotle

Similar to Aristotle’s saying, a modern digital adoption platform makes your employees learn by having hands-on experience with the product (in-app training) by creating interactive walkthroughs. This innovative method decreases the time spent on training by 70% and improves employee performance.

Factors that affect work performance

  • Growth and development – Workplace productivity is influenced by various variables, including the availability of training and growth opportunities. Employees need to think that their employers care about their professional growth and provide them with adequate learning and development.
  • Empowerment and motivation from leadership - Appreciation and support from managers and senior leaders can be extremely motivating for employees, thereby resulting in more productivity. Motivation, on a regular basis, will empower employees to take on more opportunities, leading to not only increased productivity but also personal growth.
  • Communication and collaboration – These are two key factors associated with employee productivity at the workplace. A constant flow of communication is necessary to keep teams updated, informed, and engaged. Lack of communication results in silos, therefore reducing employee productivity. Collaboration, on the other hand, encourages employees to engage and innovate at the workplace. And engagement, combined with motivation, can lead to more productivity.

2. Employee Engagement

The Workplace Research Foundation (WRF) found a 10% increase in employee engagement investments can increase profits by $2,400 per employee per year.

Though the numbers overwhelmingly prove employee engagement plays a vital role in revenue generation.

Employee Engagement = Greater Productivity = Better retention = 21% higher profitability

Since we got to know the positive side, let’s look at the other side of the coin. According to Gallup, actively disengaged employees cost around $450 to $550 billion every year in lost productivity.

Factors that affect employee engagement and motivation

  • Positive environment – By creating a positive working environment where feedback is encouraged and achievable goals are set for all, you can see significant productivity improvement. Setting unclear and unattainable goals usually results in lower productivity and loss of individual motivation.
  • Quick action on employee issues – For any business to succeed, communication protocols have to be well defined. The executives should promote open communication across all levels. Team members should feel to raise their issues and the managers should act on them. When employees feel directly connected to the organization, productivity increases.
  • Plan and act – Employees often tend to overwork themselves, especially in a work-from-home setup if they haven’t defined a clear line between work and home schedules. Ideally, they need to prioritize their mental health as much as their work. One way is that you can break down large tasks into smaller goals before assigning them to your employees.  To support better planning and prevent overload, many teams use workload management software to distribute tasks more effectively and improve overall performance.

3. Company culture

Employee engagement doesn’t happen all of a sudden — company must focus on employee needs & wants over time and should drive a strong culture. Recognizing consistent effort through a fair rewards system can also play a key role in keeping employees engaged over time.

What is puzzling still is that how does company culture affects employee performance? Let’s have a look at some facts and discourse the buzzword company morale and culture

According to the Glassdoor’s Culture Survey, 2019 report over 77% of adults across four countries (the United States, France, UK, Germany) consider a company’s culture as the priority while applying for a job and more than 50% of respondents said that company culture is more important than salary when it comes to job satisfaction.

While unique perks and high salaries once may have been the keys to attract top talent, but now the situation has altered. Companies must understand that salary alone cannot make your employees happy, culture matters a lot.

“If you get the culture right, most of the other stuff will just take care of itself” – Tony Hsieh

Companies that have strong cultures saw a 4 times increase in revenue. Culture is the backbone of the company that helps in employee retention and motivates your employee performance. Company culture empowers employees to defy the odds and achieve greater performance.

Also, culture needs to be cultivated regularly for long-term benefits, it’s not a one-time objective to achieve. The more the company invests in culture the more employees become engaged. Company morale and culture go hand in hand with performance.

Company culture = Employee happiness & Satisfaction = Employee performance

Impact of employee motivation on employee performance

If you are trying to grow and improve the productivity of your employees, and your business as a whole, focus on growing a culture that champions employees, employee health, perseverance, and productive leadership. A great way to promote employee performance and productivity is to motivate your employees and provide them with ongoing training.

Employees who feel confident and excited about their work are those who are going to stick around. Your turnover will be lower and you’ll have employees who truly know what they’re doing. If employees aren’t motivated to do their jobs well, then their performance will suffer and they’ll spend more time goofing off than actually working productively.

What factors facilitated work performance?

As we discussed above, the factors that can improve employee performance—training and development, which focuses on improvements. Second is Employee Engagement, which must be prioritized as they are the front lines of every business.

Lastly, Company culture. The company should focus on employees’ needs and wants over time. Culture is the backbone of the company. It helps motivate employees to perform.

According to David Farkas, Founder & CEO at The Upper Ranks

“Give your staff precise goals and targets for each activity, and then assess their productivity based on how effectively they contribute to the company’s goals. Monitoring productivity can also assist managers to modify the organization. It’s easy to ignore the quality of your workers’ work while measuring productivity. But you must assist staff to fulfill productivity targets without compromising quality.”

In order to know if your development efforts are working, you’ll want to define the goals at the start. From there, you can work backward to build the steps that will take your organization from where it is today, to where you want it to be. Set realistic timeframes to achieve milestones and involve your department leaders so you get buy-in and support all along the way.

Employee Performance Management

As a company develops plans to improve company culture, they also need to plan for employee performance management. The five steps involved in employee performance management are:

  1. Planning- Plan your work before you proceed
  2. Monitoring- Set expectations and continually monitor
  3. Developing- Develop the capacity to perform
  4. Rating- Periodically rate your employee performance
  5. Rewarding- Reward and motivate good performers

Rewarding is of two types,

  1. Intrinsic Rewarding- the personal satisfaction an individual gets from the job itself.
    1.1 Achievements
    1.2 Job satisfaction
    1.3 Personal growth
    1.4 Informal recognition
  2. Extrinsic Rewarding- the external rewards that come from an outside source(management)
    2.1 Incentives
    2.2 Promotion
    2.3 Bonus
    2.4 Fringe benefits

Make employees happy

According to talent-works, happy employees are 31% more productive and show 3 times more creativity than their unhappy counterparts. Happy employees are more resilient and more likely to stay in the same company for a longer period.

Furthermore, happy employees do more work and they are the ones who drive the company toward long-term goals by being more productive and efficient.

Watering the tree of happiness begets employee productivity.

Company culture, co-workers, personal problems, management expectations, and many other things have an impact on employee happiness. Companies must take initiative to make their employees happy by knowing what they want and provide them with the right tools that enhance employee skills.

We hope the above-discussed techniques will be helpful to effectively improve employee performance. To enhance employee engagement and performance even further, you can leverage employee engagement software along with digital adoption platforms. Try Apty today to see how this versatile tool fosters employee productivity, engagement, and overall performance.

SharePoint is a web-based platform launched by Microsoft in the year 2001. Since then it has taken the industry by storm and became an industry-leading tool that provides three core features:

  • Collaboration Opportunities
  • Content/Document management
  • Business Intelligence

Before jumping into SharePoint roll out Challenges, let’s understand what SharePoint provides once it is deployed in your organization:

  • Improving collaborative work – Creates an environment wherein every employee of your organization feels that they are part of a single community working towards a single goal.
  • Stress-free File sharing – Helps enterprises in sharing different files like videos, images, documents that are of different sizes and provides a storage solution to handle multimedia files.
  • Helps to leverage productivity – Increases productive work hours by enabling better communication with peers, managing content and so on.

More than 75% of Fortune 500 companies and over 100 Million people across the globe use SharePoint. It helps in simplifying everyday business activities, effectively managing and repurposing content, accelerating business processes and so on.

Enterprises investing thousands of dollars in SharePoint are concerned about reaping the benefits of their investment. This application’s prowess can be enhanced by addressing the challenges that any organization faces in implementation.

Here are the top 5 common SharePoint rollout challenges faced by enterprises:

  • User Adoption
  • Training and monitoring employees
  • User Interface
  • Change management
  • Lack of in-built Support

1. User Adoption

User Adoption is a serious issue that many admins of SharePoint face in their organization. After deploying SharePoint, many enterprises replace file servers with document libraries, so that the indexing power of SharePoint helps in locating the documents quicker. But overloading document libraries makes the task tougher for the user to find the required information within the library.

Based on a survey of 274 AIIM (Association for Intelligent Information Management) members around 40% said their SharePoint implementations aren’t successful (Source: redmondmag.com)

We’ll talk about the solution in our next blog “Solution to SharePoint roll out challenges

2. Training and Monitoring employees

Improper tagging of content by users due to inadequate training leaves your content disorganized. Inadequate training results in a lack of expertise in the application. Some results of a lack of training are:

  • Inadequate product knowledge
  • Increased support requests
  • Reduced quality outcome
  • Productivity rate decreases
  • Unhappy and unsatisfied employees
  • Employee turnover rate increases

SharePoint community with user-groups, meetups, and conferences is available but it difficult to convince organizations to pay to send admins of SharePoint to attend those events.

The tutorials show how to use SharePoint, but users are often annoyed and unsatisfied with the information bombarding them during the training period.

It is as important to monitor the trained employees to get to know where they are making mistakes, but unfortunately, SharePoint doesn’t have an option for that.

Let’s think if you want your employees to do some training courses to get the expertise of SharePoint:

Course Title  Number of training days  Price per student 
Business Intelligence in Microsoft SharePoint   5  $2925 
Core Solutions of Microsoft SharePoint Server   5  $2925 
SharePoint for End Users  2  $900 

 

(Source: certstaff.com)

After spending so much on training, how many days will your employees remember these courses? Improper monitoring of trained employees increases errors and decreases ROI. Retraining and monitoring cost increases proportionately with the number of employees in the organization.

3. User Interface

Intranets of SharePoint are clunky with static pages and interactive tools. Some admins of SharePoint spent a lot of time and energy on customizing the intranet that can match the organization’s brand and provide a better user experience (UX).

The calendar view is very difficult to access, edit and contribute. For example, if your organization is bigger there is a high chance of missing out meetings, replying to posting and so on. The difficulty in the usage of software annoys the user, due to which the daily mundane tasks get complicated.

Some other usability issues with SharePoint that affects UX,

  • Hard to customize
  • Improper navigation
  • Drags in uploading files
  • Configuring offline access is tedious
  • Search doesn’t get what you need

4. Change management

SharePoint Classic to Modern

SharePoint Classic is a highly customizable user interface that integrates lists and libraries. The Classic SharePoint user interface is partially responsive.

Modern SharePoint comes with full responsiveness along with Team sites, modern structure of lists and libraries and site pages. It is mobile-ready, but with some visual customization limits that can be done, it makes the creators experience more intuitive and makes the UX more collaborative.

In 2018, Modern SharePoint was introduced as the latest version of the intranet tool. SharePoint Admins faces lots of challenges as they have to decide to upgrade from their current Classic SharePoint version to Modern SharePoint.There are minor updates that come every month, sometimes organizations face difficulties in understanding and getting updated themselves to the new features. Some updates have cultural, organizational and technical challenges that many organizations find hard to adapt.
Hitches of Modern SharePoint:

  • No page filtering web parts
  • Web parts of Classic don’t go on Modern and vice versa
  • Excessive header information
  • Limited control over web-parts data
  • Lack of Search experience customization
  • Absence of page layout and row-based formatting

5. Lack of In-built Support

Microsoft has stopped its mainstream support for SharePoint 2010 in the year 2015 and the last date for extended support is 13th of October, 2020. Post that we cannot expect any more updates or security patches. Many companies using SharePoint 2010 as the platform for their intranet, sharing knowledge, collaborating and addressing some critical business functions, now it goes off support and is at severe risk for interruption of business functions and security breaches.

Microsoft doesn’t encourage organizations from deploying websites using their SharePoint platform. There is a lack of support for public websites. This forces organizations to look for a third-party vendor or agency for support, adding to the cost of upkeep.

The companies spent thousands of dollars on procuring the SharePoint platform, now the situation demands to put some additional dollars to ask help from third-party consultations, don’t you think it should be avoided?

Irrespective of all these SharePoint implementation challenges, it is a great platform for organizations eyeing for a highly customizable and feature-rich solution. But appropriate planning from the beginning is important else it results in poor user experience so SharePoint needs to be built from the ground up to get rid of the challenges and get the best out of the tool.

Fail to plan, Plan fails

So, do everything and anything with proper planning, in the business world even a small mistake will cost a huge lump sum. We have seen the major SharePoint implementation challenges faced by enterprises. To find out the best solutions that address all the sited issues, we are coming up with the blog in a few days! Stay tuned! Meanwhile don’t hesitate to look out our previous work.

What is ServiceNow?

ServiceNow makes work simpler by using a workflow engine powered by AI. It provides solutions through workflows for IT, Employees, and Customers. On top of that, with the Now Platform, you can build own enterprise workflows that you need. However, implementing ServiceNow can be challenging, particularly for organizations new to the platform or needing more IT expertise.

One of the biggest challenges of ServiceNow implementation is ensuring that the platform is configured to meet the organization’s specific needs. This involves understanding the organization’s business processes and workflows and customizing ServiceNow to automate and optimize these processes. This can be a time-consuming and complex process, particularly for organizations with complex IT environments or legacy systems that need to be integrated with ServiceNow.

Another challenge of ServiceNow implementation is ensuring the platform is properly integrated with the organization’s IT systems and applications. This involves identifying and resolving compatibility issues and ensuring data is transferred seamlessly between systems. This can be particularly challenging for organizations with large and diverse IT infrastructures, as they may have to integrate ServiceNow with multiple systems and applications.

Overall, implementing ServiceNow can be challenging and requires careful planning, expertise, and resources. However, with the right approach and support, organizations can successfully implement ServiceNow and realize the benefits of streamlined IT operations and enhanced service delivery.

In recent years, there has been a significant increase in demand for ServiceNow implementation across various industries. According to a study by Future Market Insights, the global ServiceNow market size is expected to grow from $4.4 billion in 2020 to $13.2 billion by 2025 at a Compound Annual Growth Rate (CAGR) of 24.8% during the forecast period.

This growth can be attributed to ServiceNow’s numerous benefits, such as improved efficiency, streamlined workflows, and enhanced collaboration. As more organizations recognize the value of ServiceNow, the demand for its implementation is expected to continue to rise.

Let’s examine some of the most common ServiceNow challenges while implementing and fully adopting ServiceNow as an IT service management (ITSM) solution.

Here are the nine common challenges faced during ServiceNow Implementation:

Let’s discuss some of the most common ServiceNow implementation and adoption strategies used by digital centers of excellence (DCoE) to overcome common pitfalls when rolling out an IT service management (ITSM) solution. Knowing these missed steps allows organizations to better prepare and plan for a successful ServiceNow implementation. Here are the nine common challenges faced during ServiceNow implementation:

  • Internal Requests
  • Over Customization
  • Complicated Workflows and Outdated Processes
  • Lack of Expertise
  • Generic Training
  • Resistance to Change
  • Implementation costs
  • Limited Integration Options
  • Periodic Maintenance

1. Internal Requests:

When you implement ServiceNow for one of the modules in a department, other departments raise requests for the implementation. Creating customized solutions for each department will delay your implementation. The whole purpose of using ServiceNow is to maintain a seamless flow of information across the teams.

If organizations start entertaining these requests and go off the track with their vision, it creates chaos and affects the whole implementation process.

Solution: Maintain a seamless flow of information across the teams and look into overlay low-code software to speed up software change management.

2. Over Customization:

Excessive customization can make your ServiceNow installation difficult and expensive to maintain. Customizations can make expanding ServiceNow to new departments or organizational units challenging. It also makes updates to your system more time and labor-intensive as you have to ensure your custom code will work with the new version. 42% of consumers are annoyed when content isn’t personalized.

Solution: Prioritize features that meet business OKRs and digital transformation goals that affect revenue and business-critical processes.

3. Complicated Workflows & Outdated Processes:

The more complicated your workflows, the harder time you’ll have to adopt an ITSM solution like ServiceNow. Users need help to complete and understand complicated workflows; mapping them out in your software system is just as challenging. ServiceNow is designed to streamline your processes, but you can only reap the benefits if you create simple workflows. You’ll also need to update and integrate your processes with all relevant data points.

Without proper integration, the data flow across the teams could be affected. If one of the system is not integrated with the other, we might lose some valuable insights due to data silos. 94% of corporate company executives would prefer to utilize a unified platform to integrate their apps and implement process automation than rely on several platforms.

Solution: Do not build ServiceNow to accommodate current outdated processes. Use it to improve and transform, even if that means changing business processes. Monitor and track processes post-implementation for data-informed process optimization solutions.

4. Lack of Expertise:

ServiceNow has a vast range of featured solutions for each IT, Employee, and Customer workflow. Having the right knowledge and skills to accommodate those features might lead to better execution. An organization’s resources may be limited due to the constraints on its activities. While investing in the platform, companies should allocate the resources for training or outside consultants to ensure a smooth implementation without affecting ongoing projects.

Solution: Allocate resources for training to ensure smooth implementation.

5. Generic Training:

Generic ServiceNow training might not be tailored to your business and processes. Companies often make the mistake of training people on the software, but it is more appropriate to prepare the relevant team on how they can leverage the software to their advantage. Make sure your training fits how they’ll use the platform. According to 92% of employees, well-planned employee training programs have a favorable impact on their level of engagement.

Solution: Prepare teams on how to use the software to their advantage with personalized in-person and in-app training tailored to their job role and business use cases. Decrease digital friction with helpful self-paced guidance.

6. Resistance to Change:

ServiceNow revolutionizes businesses, but users may resist change because they’re tied to old processes that they feel more comfortable using. While ServiceNow can bring many benefits to an organization, getting employees to adopt the new platform is often challenging. This resistance to change can be due to several factors.

First, employees may be comfortable with their existing system and may feel that ServiceNow is an unnecessary disruption to their established routine. Additionally, employees may be concerned about their ability to use the new platform effectively and may resist learning new processes or systems.

The implementation revamps the way a business operates.

  • The transformation it brings to the IT experience,
  •  The automation it provides to the HR, and
  •  The acceleration to the security,

But the users are reluctant to change. Most of us can’t handle that much change in a shorter interval. In a survey of 3,000 executives, McKinsey and Company found that 70% of all organizational transformations fail, and 70% of those failures can be attributed to the inertia of culture and mindsets.

Solution: Create a digital adoption center of excellence (CoE) to include all stakeholders before implementation to evaluate and address company culture. A change management CoE can also offer assistance hereafter implementation.

7. Implementation costs:

One of the significant challenges of ServiceNow is its implementation cost. ServiceNow is a complex platform that requires significant resources, time, and money investment. Organizations need highly skilled professionals to implement this platform successfully. Therefore, the implementation cost of ServiceNow can be a significant challenge for many organizations.

Solution: Purchase through a partner that includes consulting and implementing software add-ons that are known for their positive ROI and proven payback cycles.

8. Limited Integration Options:

Another challenge organizations may face with ServiceNow is the limited integration options. ServiceNow offers integration with other tools and platforms but may only integrate with some of the tools and platforms an organization uses. This can disadvantage organizations that rely heavily on other tools and platforms.

Solution: Take full advantage of all the software features and functionality by looking for cloud-based application overlays that don’t require immersive integrations to aid in your digital transformation goals.

9. Periodic Maintenance:

ServiceNow is a highly customizable platform that requires regular maintenance. Organizations must keep their ServiceNow instance up-to-date and ensure the platform runs smoothly. This can challenge organizations that need more resources or expertise to maintain the platform regularly.

Solution: Look for software admin experts within your organization and externally to maintain the software effectively. This is where a CoE comes into play.

ServiceNow is a powerful platform that can help organizations streamline their ITSM and business processes. However, it comes with its own set of challenges, such as implementation costs, limited integration options, and regular maintenance requirements. Organizations need to weigh the benefits and challenges of ServiceNow before implementing it in their operations.

Importance of overcoming ServiceNow adoption challenges:

To fully reap the benefits of the powerful ServiceNow platform, organizations must address the challenges that may arise during implementation. Implementation can lead to low adoption rates, employee frustration, and wasted resources. However, organizations can increase their chances of success by planning carefully, avoiding unnecessary customizations, and partnering with experienced ServiceNow providers.

To further enhance adoption rates and overall productivity, organizations can leverage digital adoption platforms like Apty. With Apty, employees can receive personalized guidance and support while navigating through ServiceNow. This not only reduces employee dissatisfaction but also increases efficiency and ROI.

Successfully implementing ServiceNow can improve efficiency, cost reduction, and better decision-making, giving organizations a competitive edge in meeting customer needs quickly and effectively. With careful planning, collaboration, and the use of effective digital tools like Apty, organizations can maximize the potential of ServiceNow, resulting in better business outcomes.

Overcoming ServiceNow Challenges to Adoption with Apty:

Investing in the latest technology can be tempting for organizations looking to streamline their processes and improve productivity. However, simply purchasing a new platform like ServiceNow doesn’t guarantee success. Implementing and adopting the technology effectively is essential to see any real benefits.

One of the most significant challenges to successful technology adoption is employee resistance. Employees may be hesitant to learn a new system or process, especially if they are comfortable with the existing way of doing things. This can lead to low adoption rates, ultimately hurting productivity and ROI.

Apty offers a range of features that can help organizations increase adoption rates and improve overall productivity when using ServiceNow. One such feature is the ability to create interactive guides that provide step-by-step instructions for employees navigating the platform. These guides can be customized to meet different teams and departments’ unique needs, reduce employee dissatisfaction, & increase confidence in using the new system.

Apty also allows organizations to track user activity within ServiceNow, which can help identify areas where additional support or training may be needed. This data can then be used to create targeted training programs and improve the overall user experience. Apty can help address this issue by providing customized training and support materials tailored to an organization’s specific use of ServiceNow.

Furthermore, Apty’s analytics dashboard provides real-time insights into how employees use ServiceNow, allowing organizations to quickly identify and address any issues. This helps ensure that the platform is used to its full potential and that organizations achieve their desired outcomes.

In summary, implementing and adopting new technology like ServiceNow can be challenging, but it is essential to realize the full benefits of the platform. Apty DAP can help organizations overcome these challenges by providing real-time guidance and support, customized training, support materials, and many features to increase adoption, improved productivity, & business outcomes.

If It’s Not In Salesforce, It Doesn’t Exist

Salesforce. A name that needs no introduction. A brand that redefined Enterprise software. A force that has been reigning supreme for the last two decades. Even though the concept of CRM has been in existence since the launch of Goldmine in 1989, and several players came and went since, the one solution that stood the test of time is Salesforce 

These are possibly why the entire business community agrees in unison to the famous saying that goes: 

“If it’s not in Salesforce, then it doesn’t exist”. 

This phrase could be interpreted in multiple ways. It is used by sales operations managers to inspire discipline in their team.  The same phrase is used by sales enablement to inculcate a sense of responsibility among their colleagues in order to receive clean and reliable data. It is used by the C-suite executives to receive a better forecast. 

In short, decision-makers want their employees to enter information in the CRM to have a better understanding of what is happening in the organization.  

But over the years many organizations have struggled to show the real importance of Salesforce to their employees. This has resulted in dummy entries, the inconsistency of data and many such problems, as the employee gets irritated by doing a job, they didn’t sign up for in the first place. 

This brings us to an important question – what should beinSalesforceto make it exist?” 

Well, the answer is In-app guidance.  

Now, one may wonder how is it going to solve the problem? 

In-app guidance tools like Apty have several features to guide an employee through a number of steps to complete their tasks. 

Here are few such features that make in-app guidance a must:

1. Walkthroughs for Smooth Completion of Tasks

If your employees get stuck in a step then in that case usually, they would look for help from guides, manuals, videos or from their colleagues. Sometimes employees out of shyness never seek help and spend a hell lot of time searching for documentation. All this consumes a lot of time and productivity of an individual. To counter all this hustle “Walkthrough” acts as a savior.

In this method, users are usually guided through each and every step to complete the task. Employees are informed with bubble tips that indicate what is to be done. After completing what is asked for in the bubble it takes the user to the next step. Likewise, the whole process is completed.

2. Announcements for better communication

Let’s say the management wants to communicate a change in process or want to convey about new rollout across the organization then, in that case, communicating it becomes difficult. This becomes even more difficult if the size of the organization is more than 1000.

In most of the case, Emails are not an effective channel for internal communication as the open rate is low. So, any crucial change that could impact the organization’s revenue, if not communicated well could result in some serious damage.

So, Apty has this announcement feature where a new change with respect to software, application, process or organization can be communicated whenever the application is log on by the user. They cannot do any other functionality in the application until the message is acknowledged by the user.

This is one of the most important features. The announcement ensures better communication and makes it effective. What is communicated via email could be reinforced using announcements.

3. Data Validation for Clean Data

Negligence while entering data could create duplicate or messed up data.
Validation of data is a vital part as this ensures authentic and clean data. This way employee is shown what type of data is accepted in a particular field and in what format.

This format is set in accordance with the organization’s regulations. Clean data helps organizations get clearer insights on past, current and future performances.

4. Tooltip to Understand What should be Done

Tooltips help a new user to know how to utilize some relevant features by pointing the cursor on the information icon. It usually guides users on how to fill the field and why to perform a particular action within the Salesforce application.  

Here the organization can give a link to a document, policy, or to the guidelines that one has to follow. Though Salesforce has tooltips, the tooltips that are created using the Digital Adoption Platform(DAP) has its perksThe admin can customize the tooltips without interfering with the Salesforce application and also these are better than the default tooltips. 

These tooltips could provide elaborate information precisely which is not possible with inbuilt application tooltips.

5. Salesforce In-app Guidance to Assist Employees

Once the Digital Adoption Platform is deployed within the Salesforce application, it empowers the employees with in-app guidance that has a Help’- widget. It helps them to access the knowledge –content in pdfppt, workflow, video, or ppt format.

They can use this content or launch the Workflows as and when they want within the application without bothering their colleague or support. Eventually, it reduces the support cost as the employee becomes self-sufficient. 

For admins, creating content in multiple formats is simple with Apty as you can convert and export the workflows in Powerpoint, PDF, Video, or even in SCORM format for the LMS

6. Predictive User Help Pop-Up

In the background, Apty analyze the user behavior and understand the touchpoints, if the user is not active over a period of time then based on their interactive history the help pops-up.

All these features help to:

  • Increase the task completion rate
  • Enhance employee efficiency
  • Increase employee productivity
  • Drives them to be a power user
  • Time for adoption is reduced
  • Increases the Organization’s ROI

Well with all these advantages of in-app guidance all we can say is  “If in-app guidance is not in Salesforce it doesn’t exist”.

The future of CRM adoption looks bright with the new talk of the town “Digital Adoption Platforms ” like Apty. These tools make CRM adoption easy for both the organization and employees.

In short, you can kill 2 birds with one stone.

Technology adoption sounds simple. You just start using new technology. But anyone who’s gone through a software implementation or digital transformation initiative can tell you adoption of new technology at an organization is challenging.

If you want to ensure successful adoption, you’ve got to understand the basics, starting with what and how adoption of new technology works before moving on to the befits of a successful adoption.

Driving technology adoption requires a comprehensive strategy and understanding of the unique challenges and needs of your organization.

What is Technology Adoption

Technology adoption is the successful integration of new technology into your business. Adoption means more than just using technology. When you’ve adopted new technology, you’ll use it to its fullest potential and see the benefits of using the new system.

For example, if a company wants a new way to track projects, it might consider purchasing a new project management system. One or two departments start using the new system. Each department uses it differently, while other departments continue relying on spreadsheets and other ad hoc systems. In this case, the company is using the software, but they haven’t adopted it.

Driving technology adoption is a systematic approach to implementing technology so that all appropriate teams in the organization utilize it.

In any case of technology adoption, there are groups of adopters ranging from innovators and early adopters to laggards. Driving technology adoption involves ensuring that all appropriate adopter groups in the organization utilize the new technology systematically.

What is Technology Adoption Life Cycle?

The Technology Adoption Lifecycle (or the Technology Adoption Curve) is a sociological model that describes the adoption or acceptance of a new innovation by certain defined adopter groups – Innovators, early adopters, early majority, late majority, and laggards. It places people within any society into one of five different adopter groups based on how early or how quickly they adopt an innovation. 

Driving technology adoption effectively means understanding where each group falls within this lifecycle and tailoring strategies to encourage widespread and efficient use of the new technology across the organization.

What are the technology adoption lifecycle stages?

The technology adoption life cycle consists of 5 stages. These stages are also called adopter groups.  

1. Innovators

The innovators are a small but important group of people because they’re the first to learn about and adopt new innovations. They are risk-taking, venturesome, and interested in new ideas. Innovators are financially equipped to try out new innovations and introduce these innovations to the larger population by sharing their experiences with their friends and communities. Innovators represent approximately 2.5% of the total population.  

2. Early Adopters

The early adopters are also a forward-thinking group and are considered the opinion leaders. They have substantial respect within a community and their endorsement helps in “crossing the chasm” which is the leap from being a new, little-known product to being well-known and adopted on a large scale. They represent the next 10 to 15% of the total population to adopt an innovation or idea. Driving technology adoption relies heavily on the support and influence of early adopters.

3. Early Majority

Although the early majority adopt new innovations or ideas before the average person, they do so only after careful consideration. They observe other people’s experiences with the product and will only adopt it once they are convinced it has real benefits. They represent approximately one-third of the total population. Driving technology adoption with this group requires demonstrating proven benefits and reliability.

4. Late Majority

These individuals adopt new ideas shortly after the average person. They want innovations to be widely used and tested before trying them. They are more resistant to change and adopt only out of necessity or social pressure. The late majority represents about one-third of the total population. About two-thirds of people in a population fall into either the early or late majority groups. Driving technology adoption here means addressing their concerns and showing widespread usage.

5. Laggards

Finally, the last group of people to adopt a new product are called the laggards. They are the traditionalists of the population and tend to be suspicious of new changes. They are grounded in the past and are highly resistant to change. Laggards wait until innovation is completely mainstream before they adopt it and in some cases they never do. They make up approximately 16% of the total population. Driving technology adoption among laggards can be the most challenging and may require significant effort to overcome their resistance.

How can businesses leverage the Technology Adoption lifecycle?

The technology adoption lifecycle can help businesses categorize their employees into the 5 adopter groups. Once you understand where they fall, try to reduce the number of employees stuck among the late majority and laggards. Possibly even move early majority members to the early adopters.  

To do this, you need to boost your adoption rates. Companies are starting to leverage digital adoption platforms—often in combination with expert support such as a Node.js consultancy when rolling out JavaScript-based enterprise tools—to drive adoption with the help of on-screen guidance. With these tools, driving technology adoption becomes more manageable.

To leverage the technology adoption lifecycle, first understand the adoption stage of your organization and use that data to improve adoption rates. 

How Technology Adoption Works

Technology adoption isn’t a once-and-done task. It’s an ongoing process with several phases:

  • Selection – Before you adopt new technology, you’ll need to select what technology you want. This phase should include a needs analysis so you can best identify which technology best solves your business problems.
  • Planning – Once you’ve selected your technology, you’ll need to make a plan for how to implement it. Review your infrastructure, staff, and processes and see how they’ll need to change as you adopt the new technology. This often includes reviewing legacy documentation to understand existing workflows, dependencies, and system constraints before introducing new tools.
  • Communicating – Communication is one of the most critical aspects of change management. This is more of an ongoing need than a phase, but it’s essential at the beginning of a project. Start communicating frequently as you start the adoption process, so people are informed and prepared for the change. To make this easier, many teams use tools that fit into employees’ existing communication habits. For example, an ai chatbot for slack can answer questions, share updates, reinforce new processes, and give timely reminders directly inside Slack channels, helping teams stay aligned throughout the adoption period.
  • Training – You’ll also need to train people on how to use the new technology. You should plan for how to train before launch and how you’ll continue training people in the post-implementation phase.
  • Testing and Deployment – When you’re ready to start rolling out your new technology, you can start with a smaller group or department. This beta group can test the technology, processes, and training. You can use what you learn from this group to make changes before rolling out to the entire organization.
  • Expansion – Once you’ve tested your new technology, you can begin rolling it out companywide.
  • Monitoring – You’ll want to make sure you monitor your progress and use the right tracking tools to track the right technology adoption metrics to quickly identify issues. Once you identify problems, you can start the process over again by planning for how to solve the challenge and then going through the remaining steps to implement the changes.

Driving technology adoption involves navigating through these phases methodically to ensure all employees are effectively utilizing the new technology.

Why should companies focus on the Adoption of new technology?

Technology is going rapidly and there are new tools keep coming into the market. These technologies can help companies simplify the business process, increase overall performance, boost employee engagement, and can give the best return on investment. Driving technology adoption is essential for staying competitive.

If companies are not making any technology uptake, in the long run, their performance comes down significantly, and end up in losing their customer. Companies cannot provide seamless customer experience, outperform their competitors, and ensure business continuity without leveraging the latest tech. Driving technology adoption is crucial to avoid these pitfalls.

Importance of Technology Adoption

Adapting new technology facilitates making your company more effective and productive, but only if the employees within your organization actually leverage the new technology to the fullest potential.

Whenever there is a new technology introduced in the organizations, your employees can face a problem in adoption. To help those employees, digital adoption strategies are created. There are several aspects of these strategies and they can also be used differently every time.

Business Benefits of Improving Adoption Rates

At this point, you may be thinking that technology or product adoption sounds like a lot of work. You’re not wrong. Successful technology adoption does require a lot of planning and commitment. Is it worth the effort?

Yes! Technology adoption has several benefits from improving your ROI on your technology investment to increasing the productivity of your workforce. Driving technology adoption can lead to these significant benefits.

Technology Adoption Strategies

Familiarize yourself with the technology so you can see firsthand how it has applied in other organizations and industries, for example – technology adoption in healthcare. This way, you’ll approach the technology from a perspective that considers your specific needs.

Generate an internal champion to lead the initiative for the successful adoption of new technologies within your company. Drive technology adoption by empowering this champion.Once you have found someone who will support this project, provide them with all the needed resources they need to build momentum for successful adoption of new technologies within your organization such as resources and training opportunities.

For instance, tools like online signature platforms can ease the transition to paperless workflows, supporting seamless document management and signature processes across departments. Driving technology adoption through well-supported internal champions is key to success.

Advantages and Importance of Technology Adoption

Improved ROI

Product adoption improves your ROI on your technology investment by ensuring your technology is utilized to its maximum potential. If you pay for technology and then don’t use it, you’ll waste your entire investment. Even if some parts of the technology or small groups inside the organization use the technology, you could likely still see a negative return on investment. Successful company-wide adoption is the key to getting the largest return.

Increased Productivity

Technology adoption also makes your organization more productive. Technology should help your users get more done in less time. Successfully adopting technology should lead to an increase in the output of your workforce. If you do not see increases in productivity, it could signal that your processes need updating or users are struggling with an aspect of the new technology.

More Efficient Processes

Technology adoption should also increase your efficiency. You should be able to respond to issues and customers more quickly. Process completion times should decrease.

Technology Adoption Challenges

A. Employee Resistance

Most often, employees are comfortable with the status quo, and bringing in new technologies can cause resistance. This resistance could be due to a fear of the unknown or a change in the status quo. They may dread the process of learning new systems. Whatever the reason is, leaders need to understand the causes of resistance early on, before it hinders adoption. Driving technology adoption involves addressing these challenges proactively.

Communicate the benefits of the new tech to the employees and help them understand the reason behind the change.

B. Insufficient Onboarding and Training

Poor training leaves employees confused about the new software and drastically reduces your software adoption rate. Employees forget more than 70% of what they learn within a day of training.

Due to this, traditional classroom-style training methods are proving to be ineffective in the long run. It removes the employees from their work environment and separates them from the tools that they use for their work. It also takes up their time that could otherwise be spent being productive.

When onboarding employees to new systems, use a digital adoption platform that guides users step by step through the new processes and workflows. Driving technology adoption with effective training tools is essential for success.

C. Measuring the Rate of Adoption

What is not measured cannot succeed. Figuring out how to track and measure the success of your digital adoption initiatives is one of the biggest challenges to adoption. Simply viewing when a user has logged into a system is not an accurate measure of the adoption rate of your system.

How do you know if your employees are using the software for its intended purposes? You need to find out which features of the software are used by employees and if they are completing processes as intended. As a start, you can track where users are dropping off, what processes have a high drop-off rate, the completion rate of processes, etc. Driving technology adoption requires accurate and meaningful metrics.

D. Poor Leadership & Communication

Leaders have a responsibility to ensure proper technology adoption at the organization. They must clearly understand the changes required in their team’s daily work and guide each employee to embrace the new changes. Without proper communication from leaders, team members will be confused and demotivated, hindering software adoption rates. Driving technology adoption hinges on strong and clear leadership.

Leaders have to deal with employee resistance, change communication, and advocate for the new technology at the organization. Without effective top-down and bottom-up communication channels and strategies, there will be no transparency, leading to assumptions and misunderstandings, and thus poorer adoption. Driving technology adoption effectively means fostering an environment of open communication and strong leadership.

Steps to Successful Technology Adoption

Companies can find ways to accelerate employees’ technology adoption curve and implement it effectively. The following are some steps that can ensure successful technology adoption,

1. Proceed one step at a time

In a technologically backward environment, it’s not uncommon to see construction organizations try to digitize every operation at once or purchase a slew of equipment that will go unused. The key to successful technology adoption is to take small steps at a time.

If it’s new software, the implementation should be done gradually, module by module, once the technology has been chosen. By breaking technology adoption down into steps, everyone may go at their own pace and integrate technology into their daily lives.

A pilot project can also be an excellent way to get started with a new product because it allows you to pick the people and procedures that will be engaged in the initial deployment. The findings can then be utilized to establish the best course of action for rolling out the technology across the organization.

2. Develop a training approach early

One of the major reasons for the failure of technology adoption is the lack of sufficient and customized training. Introducing new technology is not easy. It is important to monitor whether the adoption needs to be in stages or not. Also, your employees should be prepared and trained to manage the new technology.

For successful digital adoption, structure, and awareness are important. That is why it is important to create an effective employee training structure within an organization to help in training, decision-making, managing risks, and issues, etc.

3. Coordination of technology and strategy

Adoption of new technology necessitates early and frequent communication with your employees. You must first identify all of your new hires before you can communicate with them.

Each person’s present work methods, or processes, should be documented. It is necessary to identify and describe the effects that new technology will have on them. It’s also important to disclose how your company plans to mitigate any negative consequences for employees.

Remember that cultural change is also critical when adopting new technologies into an organization or facility – showcase success stories where applicable and encourage others to use the new.

There’s nothing like acknowledging your employees’ efforts to boost motivation and dedication. Celebrating team and individual accomplishments helps to create a favorable attitude toward new technology, which encourages adoption.

4. Highlight progress and celebrate victories

Change is unsettling for the majority of individuals. From the beginning to the end of the technological implementation, you must constantly encourage and positively reinforce your employees.

HR professionals recommend preparing the implementation of new features so that employees can immediately experience modest wins to facilitate the adoption of any new technology. To do this, the organization could create measurable, specific, and attainable adoption goals.

Remember that cultural change is also critical when adopting new technologies into an organization or facility – showcase success stories where applicable and encourage others to use the new.

How to Drive Technology Adoption With A Digital Adoption Platform

If you want to improve your technology adoption rates, consider using a product adoption or digital adoption platform. This growing category of SaaS providers focuses on helping users navigate and adopt web-based applications. Driving technology adoption can be significantly enhanced with these tools.

The features of each digital adoption solution can vary, but most of them include:

  • On-screen guidance,
  • Integrated support or help content, and
  • Digital Process Automation.

A product adoption tool shows users where to click and what to do next. They can help users complete their work instead of just reading how they should do their job. These tools are essential for driving technology adoption effectively.

Advantages of a Digital Adoption Solution

Digital Adoption Platforms offer several benefits when implementing new technology. They can help you realize the benefits of your new technology sooner.

Accelerated Adoption

By making new technology easier to use, Digital Adoption Solutions can help you decrease the amount of time it takes to adopt new technology. Apty clients report they can fully adopt new software 2-3 times faster using Apty’s adoption tools.

Decreased Training and Support Costs

When adopting new technology, training and support costs can quickly spiral out of control. Digital Adoption Solutions decrease training and support costs by providing on-screen guidance. Users are less likely to open a support ticket when they can use the adoption tool to show them where to click and what to do. Some Apty clients report up to a 70% decrease in support tickets after implementing Apty’s guided workflows.

Improved User Onboarding

User onboarding is another area where companies struggle when adopting new technology. Not only do you have to onboarding your entire user base during implementation you also have to onboard new hires as they join. Digital Adoption Solutions make onboarding easier. On-screen guidance allows users to be productive on their first day – even if they’ve never used the technology before.

Usage Analysis

You can’t improve your product adoption if you don’t know what the problem is. The analytical tools in a digital adoption solution like Apty can help you identify where users are struggling so you can deploy extra help to overcome the challenges.

Apty Adoption Platform

If you have any challenges on how to increase the adoption of technology and how to drive technology adoption, consider using Apty’s advanced Digital Adoption solution. Apty helps companies adopt new technology faster and makes technology easier for your users. Adoption challenges Apty can solve include:

  • User onboarding
  • Training
  • Usage Analysis
  • Cost Management

Apty provides the tools and support necessary for driving technology adoption, ensuring that your organization maximizes the benefits of new technologies efficiently and effectively.

FAQs on Technology Adoption

1. What is adopting new technology?

Technology adoption isn’t only about getting the latest technology for your team. Before you decide to go for a certain technology, you have to be mindful of what you’re adopting. This means that you have to make sure that the technology you’re going to leverage suits best to your team. 

2. Why is technology adoption important?

Adoption of technology is a critical concept for business and organizational change. You must develop the capacity to adopt to new technology in everyday processes so that it can effectively create new work models, develop new competencies, and improve business performance.

3. What is the most important key for a successful digital adoption process? 

You must make technology or digital adoption process, people first and monitor their course thoroughly and accurately. Leverage a Digital Adoption Platform like Apty to ensure seamless and successful digital adoption.

Salesforce updates and process rollouts can seem overwhelming, but with the right tools, updates are much more manageable.

Successful change management in Salesforce typically requires:

  • Preparing training materials
  • Updating user guides
  • Leading in-person training sessions
  • Providing additional support for rollout and several weeks after, and
  • Adding additional training sessions if users are still struggling with the changes.

Apty is designed to simplify change management in Salesforce and other web-based applications. Apty’s guide users step-by-step through a task, prompt them to correct errors and streamline how they search for support content.

Apty is the ideal solution for faster Salesforce adoption, simplified user onboarding, and seamless change management.

Whether you’re preparing to modify your sales process or planning a major rollout such as switching from Salesforce Classic to Lightning, these five tools will decrease the time and costs associated with making the change while improving outcomes.

Five Apty Tools That Help With Salesforce Rollouts and Updates

Guided Workflows

With a Guided Workflow, you can turn even the most complicated Salesforce tasks into a self-guided wizard. Users just have to ask Apty a question, and the workflow walks them through each step. Guided Workflows are especially useful during a new rollout.

First, they can show users how to complete a task. Most people learn best by doing. Workflows are like having training guide them through completing the process on their own screen. Second, a Guided Workflow can be instantly exported as a PDF guide with screengrabs and instructions.

You no longer have to spend hours taking screengrabs and updating user guides. Apty can automate that process.

Knowledge Center

For most major rollouts, you’ll want a way for people to see all the help content you’ve created. The Apty Knowledge Center creates a central repository for people to search for help content – without leaving Salesforce.

Without the Knowledge Center, employees have to navigate to a shared drive, intranet, or other company resources to locate help documents. With Apty help, content is always one click away.

Announcements

Communication is key when making any process change or Salesforce update. Apty announcements allow you to display a message directly on users’ screens while they’re using Salesforce. Most managers have experienced the frustration of having users overlook an email memo.

Announcements can be configured to pop up when a user navigates to the section where you made the change. You also have the option to let the user launch a workflow to guide them through the new process or link to a video or document explaining the update.

Tooltips

Tooltips are another way to provide additional context on the sections or pages you’re updating. Apty gives you the ability to add custom tooltips with text or rich media to any page inside Salesforce.

Data Validations

Sales managers frequently mention data quality as one of their top concerns with Salesforce – especially after a major rollout. Apty’s validations prompt users to fix errors in real-time as they’re working in Salesforce. Validations ensure your new processes are being followed by each user.