Species360 implements WalkMe to deliver 24/7 self-service support and in-context guidance directly within the ZIMS platform. This empowers users around the world to get the help they need exactly when they need it, all directly in the flow of work without switching apps or context. Using WalkMe Insights, the team identifies key friction points such as users mistakenly accessing training environments or having trouble navigating specific parts of the system, and creates targeted, step-by-step guidance to help resolve them. Now, prompts appear within the platform at the exact moment users need help, whether to complete a task, adapt to a new feature, or understand a change. This approach reduces reliance on external resources such as documentation, training guides, or support tickets, and creates a more intuitive experience for users.
In addition to in-app guidance, Species360 also focuses on delivering the right information at the right time through contextual learning and communication. When users need additional support or deeper context, WalkMe routes them directly to relevant resources such as documents, websites, or videos. Using segmentation, the team ensures that content and messages are tailored to each user’s role, institution, or location. As a result, users see only what is relevant to them at the right time, which makes communication more effective and reduces cognitive overload. As ZIMS scales globally, this targeted, in-app communication has become essential for delivering updates, guiding change, and supporting adoption at speed.
“We don’t have another in-app channel for reaching users,” says Josh Courteau. “WalkMe fills that gap and has become essential to our change management process.”
To further scale support, the team uses AI Answers to provide real-time, natural-language assistance. By connecting AI Answers to their help center content, Species360 enables users to quickly and reliably search and receive contextual answers directly within the platform. This significantly improves self-service, especially for non-English-speaking users.