Rich Products took a data-driven approach to its digital adoption strategy, analyzing its procurement workflows to identify key friction points including incorrect vendor or commodity code selection, missed email alerts for denied requisitions, and general ledger mismatches based on shipping destinations. WalkMe analytics played a key role in uncovering these trends, helping the team prioritize where to build support. With those insights, the team built targeted WalkMe guidance that proactively supports users in the flow of work and reduces the need for manual intervention.
To ensure requisitions are completed accurately the first time, Rich Products implemented in-system guidance that helps associates select the correct vendor, assign appropriate commodity codes, and align entries with correct accounting requirements the first time. WalkMe provides just-in-time support as associates complete these steps, helping them avoid common mistakes and keep workflows moving.
“WalkMe acts like human intervention, in real time,” Scanlon said. “It helps eliminate lag time by answering questions as they come up, so requisitions are submitted correctly and routed to the right approver without delay.”
Real-time validations now flag incorrect entries before submission, eliminating delays caused by missed email alerts and rejected requisitions. Rich Products has configured tailored validation rules within WalkMe to reflect its specific procurement policies, such as restricting general ledger account combinations based on shipping destinations or flagging mismatched commodity codes.
In many of the scenarios where requisitions were previously denied, the team has now built validation steps and guidance directly into the workflow. “It automatically flags incorrect entries and walks employees through the fix,” said Collin, “so they can correct the issue on the spot without needing help from our support team.” These proactive triggers catch errors at the source, ensure compliance, and reduce rework – helping associates complete requisitions accurately the first time.
“WalkMe provides a scaffolding of support that adapts to each associate’s needs,” Scanlon said. “It meets them where they are.”
Rich Products also uses analytics to understand how associates interact with the guidance and where additional support may be needed. These insights help the team continuously refine the experience to better meet user needs.
Change management at Rich Products has become faster, more targeted, and easier to scale.
“For process updates and system enhancements, we can quickly build or update our WalkMe solutions and make them available to all users across time zones and locations,” said Scanlon. “This ensures associates see the latest guidance and process updates the next time they’re in the system, which significantly enhances our change management efforts.”
By integrating WalkMe into Ariba, Rich Products has created a scalable, responsive model that equips employees to succeed while also freeing up support teams to focus on high-impact work.