KPMG UK previously saw improvements in data quality and user efficiency with WalkMe in their CRM application. So when it came time for their full value chain transformation, they leveraged WalkMe once again to assist with training and to provide a framework for overall change management. To support this scale, the team established a CoE and an internal playbook for design and prioritization, allowing them to bridge gaps during complex migrations and long-term stabilization.
During the S/4HANA go-live and hyper-care periods, the team used a data-driven approach to understanding support needs. By monitoring help desk tickets, they identified exactly where employees needed assistance and deployed targeted content in the flow of work. This turned recurring support requests into instant, in-app guidance, allowing users to resolve issues independently without leaving the application.
Beyond reactive support, the team built proactive solutions to simplify complex financial operations. One key solution addressed the process of engagement setup and project coding. Using WalkMe, the team leads their users through required fields and ensures project codes are generated accurately from the start. This prevents misclassified projects that would otherwise require manual intervention from the finance team to correct.
The firm also uses their digital adoption strategy as a communication layer to manage change directly within the applications. While core system updates follow standard enterprise release cycles, WalkMe allows the team to deploy instant alerts in under 10 minutes. For example, during critical data migrations, the team pushes immediate notifications to keep users informed and out of the system during specific windows, protecting data integrity and ensuring a smooth transition.
For SuccessFactors, the team focuses on value-added workflows to ensure HR processes remain seamless. For example, the team uses WalkMe to guide employees through the annual year-end feedback process. This just-in-time support serves as a critical reminder by providing prompts in the moment. By doing so, KPMG UK ensures feedback is captured accurately across the organization and maintains process consistency during important business milestones.
By utilizing segmentation to deliver these solutions to the right employees at the right time, the team has shifted from reacting to issues to proactively enabling the business. “WalkMe empowers us to respond to needs as they arise,” says Lisa Ratcliffe, Head of Internal Change. “By deploying an in-app notification in just 10 minutes the impact was huge.” Alan Davie adds, “It stopped people sending emails and calling the help desk in its tracks. It highlighted so beautifully the power of WalkMe: the right message in the right location at the right time.”
This ability to deploy meaningful support in minutes has fundamentally changed the team’s speed of delivery, ensuring technology remains an asset for their employees long after the initial go-live.