The Enterprise Class Guidance and Engagement Platform
WalkMe Overview

WalkMe™ Overview:

WalkMe™ allows you to easily add interactive on-screen tutorials, called Walk-Thrus™ to your website or HTML software program, providing users with step-by-step instructions on how to complete even the most complex tasks.

Creating customizable Walk-Thrus™ is remarkably easy and doesn’t require any technical expertise. Our advanced development platform – available as a Firefox browser plug-in – gives you full control over the content, design, placement and functionality of each step of your on-screen guides.

Publishing Walk-Thrus™ to your target application couldn’t be simpler: you just need to insert a single line of code to your host server (similar to the process for including Google Analytics)… and that’s it. And once you’ve added your WalkMe™ Walk-Thrus™ – which appear as step-by-step balloon hints on top of a website– users can view them downloading or install any software.

WalkMe is available as an Internet service, accessed via a standard web browser. It includes three modules: WalkMe Editor, for creating and editing Walk-Thrus; WalkMe Player, a discreet on-screen button which allows end-users to control Walk-Thru displays; and WalkMe Analytics, for accessing and interrogating Walk-Thru playback data.

The WalkMe platform is designed to allow site owners, content developers and marketing personnel – to effortlessly enhance the usability of their website or application: dramatically improving task completion and end-user satisfaction levels, while reducing drop-out rates and help-desk service requests.

It achieves all this without any programming or complex integration – and no end-user software download or installation. Notably, thanks to WalkMe’s patented and unique Element Identification AlgorithmTM, even if your target screen design, display resolution, or HTML page content changes, your WalkMe Walk-Thrus will appear exactly as you specified. It seamlessly adjusts to these changes, without the user having even noticed.

Step 1: Simple to Create

The main component of the WalkMe platform is WalkMe Editor – an easy-to-use tool for creating, editing and managing your website or HTML software Walk-Thrus.

WalkMe editor is accessed via the Internet as a browser plug-in and appears as a sidebar. It allows even non-technical users full control over the content and functionality of each step of their interactive Walk-Thrus, guiding them through every stage of the process.

Creating Walk-Thrus is a breeze – you just bring up your target website or HTML program in your main browser window, select each element on-screen to which to attach a balloon, type the text that you want to show in its associated balloon hint (including foreign languages and character sets), and define the balloon positioning, timing, and other parameters.

During the creation process, the WalkMe Editor analyses and ‘records’ the individual elements within your HTML pages – such as buttons and text fields – by disregarding any parameters that may vary for individual users, including element location or screen display resolution. Our patented Element Identification Algorithm ensures that your Walk-Thrus always appear and function exactly as you specified.

For maximum flexibility, you can set individual balloon attributes, including display visibility, triggers and timing, and even define different paths or branches after an action has been completed. To ensure that your Walk-Thrus match the look of your website or software program, you can customize balloon design and tailor the end-user player display, including its shape, position and color (see WalkMe Player below).

Once you’ve finished creating your Walk-Thrus, publishing them to your website or HTML program couldn’t be simpler. When a WalkMe user account is established, a unique WalkMe Snippet – a short line of Javascript code – is generated. You just add it once to the master or template page on your site or software host server (similar to the process for Google Analytics).

WalkMe can deliver multiple Walk-Thrus throughout your website or HTML program. Walk-Thrus are hosted on Amazon CloudFront servers for maximum security, speed and up-time; but for clients who require it, a self-hosted option is also available.

WalkMe provides users with Full API, an advanced feature which allows you to modify every aspect of Walk-Thru creation and playback functionality, design and display to match their specific requirements.

Step 2: Simple to View

WalkMe Walk-Thrus are available to anyone using Internet Explorer v8.0 onwards (v7 upon special request), Google Chrome, Mozilla Firefox or Apple Safari browsers… without any software download or installation. They’re automatically delivered – with the WalkMe Player component – in real-time as a SaaS application along with the target website or HTML program.

The WalkMe Player is a discreet button positioned in the corners or edge of the browser screen (it can be customized to match your branding or site design, or even made invisible), which allows users to immediately view and access a list of available Walk-Thrus. Once selected, Walk-Thrus appear as step-by-step balloon hints seamlessly overlaid on the target HTML or website page content.

To ensure that the balloons appear and behave exactly as you specified, WalkMe’s Element Identification Algorithm attaches them to individual UI elements, such as links, buttons or text fields. If the screen content or display changes as a result of user action or browser set-up – or even UI modifications – balloons automatically adjust to display in the correct position, with the correct content, in the correct order.

Step 3: Simple to Analyze & Improve

The final component of the WalkMe platform is WalkMe Analytics, a comprehensive web-based management utility that provides detailed information on Walk-Thru utilization, enabling you to analyze and fine-tune your Walk-Thrus to match users’ needs.

WalkMe Analytics, which can be accessed via the WalkMe Editor or directly through any web browser, allows you to view and interrogate exact statistics on Walk-Thru playback, including how many times an individual Walk-Thru was viewed; the number of steps followed by each user; drop-off rates; and the success rate of processes.

This data, which can be viewed in either numerical or graphical format, is invaluable in identifying issues within your website or software UI and isolating problematic or confusing steps within different processes. It provides true insight into actual end-user behavior and Walk-Thru effectiveness, giving you the information you need to improve your website or HTML program usability.

WalkMe Summary:

Enhancing website and HTML program usability is a major challenge for site owners and software developers. All too often, adding sophisticated functionality results in end-user confusion, which leads to frustration, high drop-out rates, and increased demands on help-desk and customer service resources.

Achieving the right combination of functionality and usability – and delivering it in an attractive and logical user interface – is a complex and expensive process that requires frequent reviews. Especially when the global nature of Internet technology means that a single website or software program needs to be accessed by users with different skill levels, different language capabilities, and different display equipment.

WalkMe Walk-Thrus have already proven to be an ideal solution. They allow even non-technical personnel – such as product managers, content developers, and marketing specialists – to quickly and easily create interactive step-by-step Walk-Thrus that guide users to complete even the most complex tasks. Plus, they allow Walk-Thru playback results to be analyzed to gain a true insight into actual end-user behavior.

Technically, WalkMe Walk-Thrus represent a major advance over traditional video tutorials or drop-down help menus. They work seamlessly with any website or HTML program; don’t require any end-user software download or installation; automatically adjust to dynamic page content or UI changes; can include different languages; and place minimal demands on server or end-user computing resources.

The result? Dramatically improved task completion and end-user satisfaction levels as well as dramatically reduced drop-out rates and help-desk service requests leave you to focus on extracting the maximum productivity, profitability, and longevity from your existing website or HTML software interface.

Watch WalkMe In Action

Salesforce Walk-Thru:

How Walk-Thrus are created: