Starting with its sales ecosystem, Splunk deployed WalkMe to optimize sellers’ workflows – including enhancing its quarter-end deal support process. To build trust and ensure a seamless experience, the digital adoption team custom-branded WalkMe interfaces with Splunk’s logo, color palette, and typography, formally rebranding the tool as the “Help Center.” By embedding this branded Help Center across all applications, employees immediately recognize and rely on it as their in-app guidance hub.
Previously reliant on manual Slack conversations for quarter-end deal support, the team built a WalkMe-powered integration with Salesforce and Slack to transform a manual process that historically required up to 75 Slack conversations per deal. Now, sellers simply click a button in Salesforce, which kicks off a workflow that automatically collects deal information and posts it directly into the designated Slack channel – ensuring deal operations teams have everything needed to quickly respond to sellers’ requests.
Splunk then partnered with Finance to enhance critical workflows in SAP Ariba. The digital adoption team analyzed existing processes, identifying opportunities to simplify navigation and enhance user interactions. “Our strategy was to build automation throughout the user experience and make the workflows seamless,” Saw said.
For purchase requisition creation, Splunk developed a sophisticated bot that simplifies vendor selection, commodity coding, and account matching. Employees are prompted to provide necessary information using natural language and let automated digital adoption solutions handle background processes – ultimately generating draft requisitions ready for review and submission. This simplifies the user experience, boosts requisition accuracy, and decreases approval turnaround times.
Additionally, the team enhanced search functionality in Ariba with prescriptive guidance, producing relevant results without requiring users to understand the platform’s underlying search logic.
Splunk uses WalkMe analytics to continuously optimize employee experiences, including identifying workflow drop-off points that may be candidates for automation. The team also uses WalkMe to proactively collect user feedback from sellers. In one innovative approach, automated WalkMe surveys trigger immediately after sellers close deal support cases in Salesforce, yielding timely, actionable insights. These analytics help Splunk analyze engagement and performance, refining digital adoption solutions to ensure guidance remains relevant, effective, and seamless for users.
“We embed WalkMe into real workflows so users can get their work done,” Saw says. “As they move through those tasks, the system guides them in the moment – making learning a natural part of the process.”