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L&D teams are often brought into enterprise software projects at the moment when the organization is ready to explain the change.

The process has already been designed. The workflow has been configured. The roles have been decided. The system has been tested. The launch date has been announced. Stakeholders have approved the direction. The project team now needs training material, user enablement, communications, and support content.

At that point, L&D is asked to make people ready.

But many of the adoption risks have already been built into the work.

The workflow may be too complex. The roles may be unclear. The process may depend on knowledge users will not retain. The interface may not make the right action obvious. The launch timeline may leave little room for real behavioral readiness. The training deck may explain what the process is, but not why users are likely to struggle with it.

By the time L&D receives the project, the organization often treats adoption as a learning problem.

In reality, some of it is already a design problem.

That is the readiness inheritance problem: L&D and change teams are handed adoption risk after many of the decisions that created that risk have already been made.

This does not mean L&D is weak. It means L&D is often asked to absorb complexity it did not create.

Enterprise software training can help users understand a process. But it should not be expected to compensate for every unclear workflow, overloaded form, confusing role boundary, missing behavioral assumption, or unrealistic go-live expectation.

Training should support digital adoption. It should not become the place where unresolved design debt is translated into learning content.

L&D is often invited after the important adoption decisions are already made

In many digital transformation programs, L&D enters after the solution has taken shape.

The business has defined requirements. Process owners have mapped workflows. IT or implementation partners have configured the application. Leadership has agreed on the rollout timeline. UAT has been completed or is underway. The program team knows what is going live and when.

Then L&D is asked to help users understand it.

This sequence feels normal because training is often treated as a launch-phase activity. Once the process is ready, the organization trains people on it.

But adoption readiness does not begin when the training deck is created. It begins when the process is designed.

The adoption risk is shaped by decisions such as:

  • how many steps the workflow requires
  • which fields are mandatory
  • how roles and responsibilities are divided
  • how much context users need
  • how exceptions are handled
  • how much the workflow depends on memory
  • how clearly the interface shows what matters
  • how much time users will have before go-live
  • how well the process fits real work conditions

These are not only process or technology decisions. They are learning decisions too.

Every added field increases the explanation burden. Every unclear role increases the support burden. Every complex exception increases the training burden. Every hidden rule increases the recall burden. Every awkward workflow increases the change burden.

If L&D is not involved until after these choices are locked, it inherits their consequences.

What L&D receives versus what may already be embedded

When L&D receives an enterprise software rollout, it often receives visible training inputs: a workflow, a user group, a timeline, a deck, a support request, or a list of expected behaviors.

But underneath those inputs, there may already be adoption risks embedded in the process.

What L&D receives What may already be embedded
A workflow to train Process complexity
A user group to enable Role ambiguity
A launch timeline Low readiness time
A training deck Missing behavioral assumptions
A support request Workflow design debt
A list of process steps Hidden decision logic
A communication plan Change fatigue or low attention
A go-live date Limited time for reinforcement
A set of FAQs Evidence of unclear design
A support model Anticipated failure being operationalized

This is why training can look like the obvious solution while being only a partial answer.

L&D may create excellent material. Users may attend sessions. The training may be clear, engaging, and role-based. But if the underlying workflow is difficult to perform under real conditions, training will still struggle to create reliable behavior.

The problem is not the quality of training. The problem is the timing of L&D’s involvement.

Training inherits process complexity

The most common thing L&D inherits is complexity.

Enterprise software projects often accumulate complexity for legitimate reasons. Procurement needs supplier controls. Finance needs invoice accuracy. Compliance needs documentation. Construction teams need project records. HR needs approval integrity. Sales leaders need revenue visibility. IT needs routing discipline.

Each function adds requirements because the business outcome matters.

But users experience the total complexity, not the individual justification behind each requirement.

A process owner may see control. A user may see a long form. A finance team may see necessary data. A supplier may see confusing customer-specific rules. A compliance team may see evidence. A manager may see another approval task.

When L&D receives that process, it is expected to explain the complexity clearly enough for users to carry it.

But some complexity should not be taught. It should be reduced, redesigned, automated, contextualized, or embedded into the system.

Complexity source Training burden it creates Better readiness question
Too many fields Users need to learn what each field means Can the system simplify, prefill, or clarify fields in context?
Similar workflow paths Users need to remember which path applies Can the system guide path selection based on user input?
Hidden policy logic Users need to memorize rules Can the relevant rule appear at the point of action?
Too many exceptions Users need to interpret edge cases Can exception paths be designed more clearly?
Heavy documentation requirements Users need to remember what to attach Can requirements be shown based on role, region, supplier, or task?
Multi-role handoffs Users need to understand other teams’ needs Can the workflow show what downstream teams require?

When complexity is not addressed in design, it becomes training content.

That is the inheritance problem.

The learning team is asked to make the process understandable after the process has already become too heavy.

Training inherits role ambiguity

Another common inheritance is role ambiguity.

Enterprise workflows often involve multiple participants: requesters, approvers, managers, vendors, suppliers, field teams, project admins, finance users, sales reps, service agents, HR business partners, IT owners, and occasional users.

The process may be clear to the team that designed it. But the user may not know where their responsibility starts and ends.

Who owns the accuracy of the field? Who attaches the document? Who checks the supplier information? Who validates the record? Who updates the status? Who reviews the approval context? Who corrects errors? Who follows up when something is missing?

If those questions are unresolved in the workflow, L&D inherits them as training questions.

Users ask:

  • “Am I supposed to do this or does finance handle it?”
  • “What happens if I do not have this document?”
  • “Who approves this if my manager is unavailable?”
  • “Do suppliers fill this, or do we?”
  • “Who corrects the record if something is wrong?”
  • “Is this field mandatory for everyone or only some teams?”

These are not always knowledge gaps. They are ownership gaps.

Training can explain responsibility, but it cannot fully compensate for a workflow where responsibility is poorly designed or poorly surfaced.

Role ambiguity inside the process How it appears after launch
Unclear ownership of fields Users leave fields blank or enter weak information
Unclear approval responsibility Managers approve quickly or escalate unnecessarily
Unclear supplier/internal boundary Vendors and internal teams both assume the other party owns the step
Unclear exception ownership Users create informal escalation paths
Unclear correction ownership Downstream teams become the cleanup layer
Unclear timing ownership Updates happen late because no one feels responsible at the right moment

If L&D is brought in earlier, it can pressure-test role clarity before training begins.

If it is brought in late, it must teach around ambiguity.

Training inherits behavioral assumptions

Every enterprise software process contains assumptions about user behavior.

It assumes users will understand the goal. It assumes they will remember the training. It assumes they will choose the right path. It assumes they will have the required information. It assumes they will care about downstream consequences. It assumes they will use the system instead of side channels. It assumes managers will reinforce the process. It assumes external users will comply.

These assumptions often remain invisible until launch.

L&D is usually expected to build training from the official process. But good adoption readiness requires examining the behavioral assumptions behind the process.

Process assumption Adoption risk if untested
Users will remember the workflow after training Low-frequency users forget steps when the task appears later
Users will understand why the step matters They treat the step as administrative friction
Users will choose the intended path They choose familiar or faster paths
Users will have the required information They submit incomplete or weak inputs
Users will consult documentation They ask peers or improvise under pressure
Managers will reinforce the change Teams return to old habits when work becomes urgent
External users will follow the process Suppliers, vendors, or contractors use familiar channels instead

These assumptions are not minor. They determine whether the process will survive real work.

L&D is well-positioned to identify these risks because learning teams understand how people actually absorb, forget, interpret, and apply information. But they can only influence the design if they are included before the design becomes fixed.

When they arrive late, behavioral assumptions become training problems.

Training inherits workflow design debt

Workflow design debt is the adoption cost created by decisions that make the process harder to learn, remember, or perform.

It can come from rushed implementation, over-customization, too many stakeholder requirements, unclear process ownership, weak exception handling, poor interface logic, or an assumption that users will adapt after go-live.

The debt may not be obvious during configuration. It becomes obvious when users try to perform the workflow.

Common signs include:

  • repeated user questions
  • low confidence in what to select
  • incomplete submissions
  • delayed approvals
  • support tickets around the same steps
  • reliance on local experts
  • shadow spreadsheets
  • side-channel communication
  • workarounds taught by peers
  • downstream teams correcting upstream mistakes

When this happens, the organization often asks L&D to add more training, documentation, reminders, or job aids.

Sometimes that helps. But if the root issue is workflow design debt, training becomes a repayment mechanism for debt created elsewhere.

Workflow design debt How L&D is asked to respond
Confusing path selection Create a guide explaining which path to choose
Overloaded forms Train users on every field
Poor exception handling Add FAQ entries for edge cases
Weak interface context Build screenshots and step-by-step instructions
Unclear roles Explain responsibilities in training
Low system intuitiveness Create longer walkthroughs
Repeated process errors Run refresher sessions

This is not a sustainable model.

The more design debt a workflow contains, the more training has to compensate for it. Eventually, the learning program becomes a support layer for decisions that should have been improved in the process itself.

The launch timeline compresses learning into too little time

L&D also inherits time pressure.

By the time training is requested, the go-live date may already be fixed. Leaders want adoption readiness, but the time available for real readiness may be limited.

This creates a familiar pattern.

The training has to be built quickly. User groups have to be identified quickly. Sessions have to be scheduled quickly. Communications have to go out quickly. FAQs have to be created quickly. Support content has to be prepared quickly. Managers have to be briefed quickly.

The organization wants people ready, but readiness has been squeezed into the final stretch.

That creates a readiness gap.

What the timeline allows What real readiness may require
One-time training sessions Reinforcement at the moment of use
Standard user guides Role-based and scenario-based support
Go-live communication Change understanding and manager alignment
Broad enablement Targeted support for high-risk workflows
Training completion tracking Evidence of behavior quality after launch
Basic support readiness Diagnosis of recurring adoption issues

The problem is not that L&D cannot move fast. L&D teams often do.

The problem is that digital transformation readiness is not created by compressing learning into the end of the project. It has to be designed throughout the project.

Why this is unfair to L&D

The readiness inheritance problem is unfair because L&D is often judged on outcomes it did not fully control.

If users struggle after launch, training is questioned. Was the material clear? Did users attend? Were sessions engaging? Was the documentation good enough? Did L&D communicate the change properly?

Those are valid questions, but they are incomplete.

If the workflow is too complex, if the process does not fit real work, if roles are unclear, if the system hides critical context, if low-frequency users are expected to remember too much, or if the launch timeline is unrealistic, training cannot carry all of that risk.

L&D can improve readiness. It cannot erase every adoption risk created before it was invited.

This distinction matters because it changes the internal conversation.

The question should not be only:

“Did L&D train users well enough?”

The better question is:

“Did the organization design a process that users could realistically learn, remember, and perform?”

That question gives L&D a stronger strategic role.

L&D should be involved before training begins

The solution is not to make L&D responsible for process design. The solution is to bring L&D into the readiness conversation early enough to influence adoption risk.

L&D and change teams can ask questions that implementation teams may overlook.

They can help identify where the process will be difficult to learn, where users will need contextual support, where role ambiguity may create confusion, where low-frequency users will struggle, where documentation will not be enough, and where training is being asked to compensate for complexity.

That makes L&D not just a delivery function, but a readiness partner.

Late-stage L&D role Earlier strategic L&D role
Build training for the finished process Pressure-test whether the process is learnable
Explain configured workflows Identify where workflows create user confusion
Create user guides Identify where guidance should be embedded in the flow
Deliver launch training Shape readiness across phases
Respond to support issues Anticipate adoption risks before go-live
Track training completion Help define behavior-quality indicators

This does not slow transformation down. It reduces the chance that the organization moves fast into a process people cannot reliably perform.

The readiness inheritance diagnostic

L&D and change teams can use a diagnostic to identify whether they are inheriting adoption risk too late.

Diagnostic question What it reveals
Were we involved before workflow design was finalized? Whether L&D had a chance to influence adoption risk
Are we being asked to explain complexity that could be simplified? Whether training is compensating for process design
Are roles and responsibilities clear inside the workflow? Whether users will know what they own
Does the process depend on users remembering infrequent steps? Whether recall risk is high
Are exceptions clearly handled? Whether users will improvise after launch
Are external or occasional users expected to behave like expert users? Whether the adoption model is realistic
Are we measuring training completion or behavior quality? Whether readiness is being confused with attendance
Do support questions point to knowledge gaps or workflow gaps? Whether the fix should be training, design, or guidance
Is the go-live timeline leaving enough time for reinforcement? Whether readiness is being compressed into launch activity
What adoption risks were already locked before training began? Whether L&D is inheriting design debt

This diagnostic helps L&D shift from order-taking to risk identification.

It gives the team a way to say: training can support this rollout, but these adoption risks should not be treated only as learning problems.

What L&D should ask before accepting the training brief

Before building training for an enterprise software rollout, L&D teams should ask a few uncomfortable but necessary questions.

1. What behavior does the business need users to perform?

Not just what screens they need to navigate. What behavior matters to the outcome?

For example, the goal may not be “submit a purchase request.” It may be “submit a request with enough information for clean approval.” It may not be “update Procore.” It may be “capture field activity early enough and completely enough for the project record to be trusted.”

2. Which parts of the workflow are most likely to fail?

Training should focus more attention on the moments where poor execution creates business cost: path selection, required documentation, approvals, handoffs, evidence capture, timing, data quality, and exception handling.

3. Which users will perform the workflow rarely?

Low-frequency users need different support. They may not remember training when the task appears weeks or months later.

4. What should the system make clear without training?

If a critical action depends entirely on memory, the workflow may need better in-flow support, clearer labels, validations, prompts, or simplified choices.

5. What support will exist at the moment of work?

A training session before launch is not the same as help inside the workflow when the user is actually confused.

6. What adoption evidence matters after go-live?

Training completion is not enough. The organization should know whether users are completing work correctly, whether errors reduce, whether support questions decline, and whether downstream correction work decreases.

These questions help L&D protect itself from inheriting every adoption issue as a training failure.

What this means for digital adoption

Digital adoption should not begin after training.

It should begin when the organization starts deciding how work will happen inside enterprise software.

That means digital adoption teams, L&D, change management, process owners, and application teams should work together earlier in the transformation lifecycle.

A stronger digital adoption model asks:

  • Is the process learnable?
  • Is the workflow executable under real conditions?
  • Does the system make the right action clear?
  • Do users understand what matters at the moment of work?
  • Are high-risk steps supported inside the workflow?
  • Are occasional users expected to remember too much?
  • Are external participants being asked to behave like internal employees?
  • Can the organization see where behavior breaks after go-live?
  • Are we designing for behavior quality, not only training completion?

This shifts digital adoption from end-stage enablement to operational readiness.

It also gives L&D a better position in digital transformation. L&D is not just the team that explains the system after it is built. It is the team that can help the organization see whether the system, process, and launch plan are realistically adoptable.

From inherited readiness to designed readiness

The readiness inheritance problem is not solved by better training alone.

It is solved by changing when readiness is discussed.

If readiness begins only after the workflow is finalized, L&D inherits whatever the process contains: complexity, ambiguity, weak assumptions, design debt, low reinforcement time, and unrealistic expectations about user behavior.

If readiness begins earlier, L&D can help shape the conditions that make training more effective.

Inherited readiness Designed readiness
L&D receives a finished workflow L&D helps test whether the workflow is learnable
Training explains complexity Process design reduces unnecessary complexity
Users are trained before go-live Users are supported across first use and beyond
Success is measured by attendance Success is measured by behavior quality
Support reacts to confusion Adoption risks are anticipated earlier
Training owns readiness Readiness is shared across process, system, leadership, and learning teams

This is the shift enterprise software projects need.

Training should not be the final container for unresolved adoption risk. It should be part of a broader readiness architecture.

Conclusion: training should not inherit every design decision

L&D teams are often asked to make users ready for systems they did not design, workflows they did not simplify, roles they did not define, timelines they did not set, and behavioral assumptions they were not invited to challenge.

Then, when users struggle, the organization calls it a training gap.

That is not good enough.

Enterprise software training matters. L&D matters. Change management matters. But training cannot be the place where every design decision becomes someone else’s learning problem.

If a process is too complex, training can explain it but not make it simple. If roles are unclear, training can describe them but not fully resolve ownership. If the workflow does not fit real work, training can prepare users but not erase the mismatch. If support is needed at the moment of action, training weeks before go-live will not be enough.

Digital transformation readiness has to begin before training begins.

L&D should be involved early enough to ask whether the process is learnable, whether the workflow is executable, whether users can carry the expected behavior, and whether the system supports the work at the moment it matters.

That is how organizations move from inherited readiness to designed readiness.

Training should help users adopt enterprise software.

It should not be forced to inherit every adoption risk the project created before training was invited into the room.

From Chaos to Compliance: How AI-Powered Digital Adoption Platforms Transform Complex Workflows in Enterprise Applications

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Your employees spend 2.5 hours daily struggling with enterprise software that should be helping them. This comprehensive guide reveals how leading organizations are achieving 50% faster onboarding, 30% fewer errors, and 77% improvement in compliance adherence using AI-powered digital adoption platforms.

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The Practical Roadmap to Speed Up Your Coupa Adoption

The Only Checklist You Need to Get Your Team Using Coupa Like a Pro.

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The ServiceNow Adoption Checklist: 10 Steps to Ensure 100% Software Utilization

A practical guide for CIOs & IT leaders to evaluate their ServiceNow adoption strategy and unlock hidden ROI

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Preview: The 10 Critical Dimensions of ServiceNow Adoption

Adoption Metrics & Visibility

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Why Your Coupa Implementation Isn’t Delivering & How Apty Can Fix It Fast

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The CFO’s Guide to Infor ROI Optimization: How Your $15M ERP Investment May Be Costing You $50M in Hidden Losses

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Your ERP system was supposed to be your competitive advantage. Instead, it might be your biggest financial risk. Manufacturing CFOs are losing an average of $12.9 million annually due to poor ERP data quality, yet 70% don’t realize the true scope of their losses. This comprehensive guide reveals the hidden costs destroying your ROI and provides a proven framework to transform your ERP investment from operational liability into strategic asset.

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Your Essential Digital Adoption Platform (DAP) Selection Checklist

Simplify your software evaluation with a practical yes/no guide to the features that truly matter for your team.

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Why Use This Checklist?

Choosing the right DAP can be overwhelming. This checklist helps you pinpoint your organization’s needs so you can make confident, informed decisions, whether you’re just starting your search or comparing options. This checklist helps you:

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Answer simple “Yes” or “No” questions for each feature category. More “Yes” answers indicate critical features for your organization. Use the notes section to capture insights and guide vendor discussions or internal alignment.

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Once you’ve completed the checklist, you’ll have a clearer picture of your priorities and be ready to

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FAQs

[lvca_accordion][lvca_panel panel_title=”How long does it take to complete the checklist?”]About 10 minutes. It’s designed to be simple and actionable.[/lvca_panel][lvca_panel panel_title=”Is this checklist specific to any vendor?”]No, it’s vendor-neutral to help you understand your needs before evaluating solutions.[/lvca_panel][lvca_panel panel_title=”Can I share the checklist with my team?”]Absolutely — it’s a tool for collaboration and alignment across stakeholders.[/lvca_panel][/lvca_accordion]

The Challenge:

When Mattel rolled out a global replacement of their HR system (Workday HCM), employees struggled to adapt. Internal processes lacked consistency, support tickets spiked, and onboarding became fragmented. Teams spent more time troubleshooting than driving HR value.

The Apty Shift:

Mattel partnered with Apty to simplify HR process adoption and onboarding. Together, they:

  • Identified 30+ high-impact business processes
  • Delivered multilingual guidance across 6 languages
  • Empowered employees with self-serve onboarding and task clarity
  • Embedded real-time guidance directly in Workday

Without Apty, employees lacked clarity and support during critical HR transitions. Apty turned confusion into confident execution—at scale.

The Outcomes:

  • 90% platform utilization within 60 days of Workday launch
  • Significant drop in support tickets
  • Faster onboarding for 9,000+ global employees
  • Greater confidence from leadership in HR data accuracy and process consistency

Apty didn’t just help us adopt Workday—it changed how we deliver HR services across the company.

— Global HR Operations Leader, Mattel

Want to see how?

Download the full case study to see how Mattel transformed HR adoption across their global teams.

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Mastering the Training and Onboarding Process: How to Accelerate Employee Success with Smarter Training Solutions

Discover proven strategies to accelerate employee success, cut training time by 50%, and boost productivity — all without overwhelming your teams or blowing your budget.

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Why Download This Ebook?

Traditional training methods are failing enterprises worldwide. If your employees feel overwhelmed by complex software, if onboarding drags on for weeks, or if your support tickets keep piling up — this ebook is your roadmap to change.

Inside, you’ll learn:

  • Role of more innovative training solutions like AI-powered DAP for training and onboarding
  • Proven tactics to reduce training costs while increasing knowledge retention
  • How to use data-driven insights to identify real adoption challenges
  • Ways to leverage AI and continuous in-app guidance for real-time support

The exact steps to transform your onboarding process from a burden to a business accelerator

Who Should Read This Ebook?

  • Learning & Development Leaders struggling with slow onboarding and high training costs
  • IT & Application Owners looking to reduce support tickets and improve user proficiency
  • Business Leaders aiming to boost operational efficiency and ensure software ROI
  • Digital Transformation Champions tasked with seamless technology adoption

What You’ll Gain

  • Cut Training Time by 50% with smarter, context-aware learning
  • Boost User Productivity by reducing errors and frustration
  • Accelerate Software Adoption across your organization — in weeks, not months
  • Gain Actionable Insights to optimize your training and onboarding programs continuously
  • Transform Employee Experience with AI-powered, personalized guidance

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Ready to Transform Your Training & Onboarding?

Don’t let inefficient training hold your business back. Download the free ebook now and start accelerating employee success with smarter, data-driven training solutions.

Download Your Free Ebook

This global banking institution leveraged Apty’s platform to navigate through a significant merger, saving them over $1 million. By implementing a software value realization tool early in the onboarding, implementation, and change management processes, this financial institution digitally transformed.

Witness how Apty’s digital adoption platform was pivotal in harmonizing disparate systems, accelerating user onboarding, and ensuring compliance across international branches. Unearth the insights that drove process excellence and heightened digital proficiency. Download the case study now.

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Learn how Apty
was able to:

  • $1 Million in Savings: Achieved through strategic digital adoption during a critical M&A period.
  • Analytics Visibility by 100%: Enhanced user interaction visibility, streamlined transitions, ensured data migration compliance.
  • User Adoption at Scale: Successfully onboarded over 400,000 users, accelerating ramp up time and time to productivity.
  • Software Integration Across 17+ Applications: Ensured a fast and unified user experience amidst complex and national M&A initiatives.
  • Streamlined Operational Compliance: Apty’s validations feature fortified data integrity and regulatory compliance.

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The organization’s Chief Transformation Officer examined all available solutions to unite the company’s segments and subsidiaries through cohesive team-wide training and resources. This included the implementation of a self-serve HR portal–Workday & other global HR systems–that required further customizations and updates to meet process compliance needs.

Realizing Apty’s enterprise-grade DAP was an integral part of this digital transformation goal, we worked as an extension of their team to build a successful digital adoption strategy that could be scaled internationally.

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Learn how Apty facilitated meaningful
global change for this company by:

  • Tackling the complexity of their growing global structure
  • Creating a scalable best practices solution across their mission-critical platforms
  • Updating an unsustainable and outdated digital adoption process
  • Gaining access to actionable performance insights
  • Allowing the organization to meet deadlines and increase software return on investment

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