FINANCE

Struggling with finance application navigation issues?

End users often abandon new finance software due to confusing onboarding and navigation hurdles. Discover a smoother path to enhance user adoption and satisfaction.

Explore Features

When finance app onboarding fails, productivity plummets

Navigating a new finance application shouldn’t feel like a second job. Yet, when onboarding fails, you face low adoption, workarounds, and abandonment. The gap between learned skills and when they’re needed widens, driving up costs and employee frustration.

Cumbersome navigation processes

Finance application navigation issues lead to time-consuming workarounds. Users struggle to set up profiles and preferences, delaying productivity and increasing frustration.

User resistance and confusion

Employees often feel lost during remote application training in finance. The lack of clear guidance results in confusion and resistance, hindering smooth adoption.

Escalating training costs

High costs for trainers and travel add up quickly. The gap between training and skill application results in wasted resources and missed financial targets.

Finance application onboarding without the hassle

Picture an onboarding process where users smoothly navigate new finance applications with confidence. Confusion fades away, and the full power of the software is unlocked. Users feel at ease, knowing exactly how to set up profiles and preferences, which leads to higher satisfaction and quicker adoption.

  • Onboarding time reduced by 35%
  • Employee satisfaction increases by 26%
  • Higher application adoption rates
  • Reduced support costs due to fewer user errors

SEE

See where application onboarding for finance workflows break down

WalkMe captures screen-level context to reveal exactly where employees get stuck in application onboarding for finance — no surveys, no backend APIs, real-time visibility on every step. Pinpoint issues like profile setup confusion, inefficient navigation of finance applications, and delays in accessing necessary training.

35%

Decreased time to onboard employee

3x

more process gaps identified with workflow analytics

35%

Reduced onboarding time

26%

 Increase in employee satisfaction

ACT

Guide every employee through finance app onboarding — step by step

With the action bar, new users receive in-app guidance for seamless navigation and profile setup. This ensures users follow the right steps without leaving their finance application or struggling to remember training details.

35%

Decreased time to onboard employee

75%

reduction in email security training time

MOVE

Keep finance onboarding moving across every application

WalkMe’s cross-application orchestration bridges gaps between finance tools like SAP Concur, Oracle PeopleSoft, and Microsoft Dynamics 365. It ensures seamless navigation from one app to the next, preserving context so users stay on track.

35%

decreased time to onboard employee

30%

reduction in spam-related support tickets

 Manage application onboarding for finance across your applications

WalkMe deploys a single, consistent guidance layer across every application your team uses for this workflow.

  • Application Onboarding for Finance in Oracle PeopleSoft

    WalkMe enhances Oracle PeopleSoft onboarding by guiding users through finance module navigation and profile setup tasks.

  • Application Onboarding for Finance in Tableau

    WalkMe guides users through the navigation of Tableau's finance dashboards, ensuring they can set up and interpret analytics effectively.

  • Application Onboarding for Finance in Slack

    WalkMe helps users in Slack by providing guidance for utilizing finance application integrations and setting up necessary workflows.

  • Application Onboarding for Finance in Sharepoint

    In Sharepoint, WalkMe offers guided tours for setting up finance-related document libraries and navigating key features.

  • Application Onboarding for Finance in SAP Concur

    WalkMe guides users through SAP Concur's finance application features, ensuring smooth navigation and profile completion.

  • Application Onboarding for Finance in Microsoft Teams

    WalkMe assists users in Microsoft Teams by providing on-demand guidance for effective finance application onboarding and team collaboration.

  • Application Onboarding for Finance in Workday

    With WalkMe, Workday users receive real-time guidance for finance application setup and navigating key features with ease.

  • Application Onboarding for Finance in ServiceNow

    WalkMe enhances ServiceNow onboarding by guiding users through finance application setup and navigation directly in the interface.

  • Application Onboarding for Finance in Microsoft Dynamics 365

    In Microsoft Dynamics 365, WalkMe guides users through finance module navigation and profile configuration with Smart Walk-Thrus.

  • Application Onboarding for Finance in SAP S/4HANA

    WalkMe simplifies SAP S/4HANA onboarding by providing step-by-step guidance for navigating the finance dashboard and setting up user profiles.

Finance application onboarding capabilities

Guide new users through the application with step-by-step instructions. These Smart Walk-Thrus help users navigate the finance application efficiently, reducing confusion and increasing confidence from the start.
Deploy contextual training right within the application. Users can access help exactly when they need it, bridging the gap between learning new skills and applying them in real-time scenarios.
Assist users in setting up their profiles and preferences accurately. This ensures that they start with a personalized experience, which increases comfort and encourages consistent usage.
Provide users with tips and tricks for navigating complex finance applications. By offering contextually relevant advice, users learn to use the application more effectively, reducing reliance on external support.
Track and analyze user satisfaction throughout the onboarding process. This data helps identify areas for improvement, ensuring a continually refined onboarding experience that meets user expectations.

Frequently asked questions about application onboarding for finance

Application onboarding involves guiding new users through the initial setup and navigation of a software application. For finance applications, this includes tasks like profile setup and understanding the homepage layout to ensure users are comfortable and ready to utilize the system effectively.
Improving user onboarding for finance software involves using tools like Smart Walk-Thrus to guide users, reducing confusion and enhancing user satisfaction. WalkMe has shown a 26% increase in employee satisfaction by simplifying the onboarding process.
Common issues with app onboarding include low adoption rates, users creating workarounds, and confusion due to lack of clarity in navigation. These can be mitigated by providing contextual, guided experiences that help users set up profiles and explore features efficiently.
WalkMe can decrease onboarding time by 35% by offering on-demand, contextual application training and guided navigation, which accelerates user familiarity and adoption of the finance software.
Remote application training for finance refers to providing users with the tools and guidance they need to learn a finance application from a distance. WalkMe supports this through Launchers that offer immediate, on-demand training, ensuring users can gain skills when they need them, regardless of location.
Yes, WalkMe integrates seamlessly with a variety of finance applications including SAP Concur, Oracle PeopleSoft, and Microsoft Dynamics 365. This ensures users can receive guided assistance across multiple platforms, enhancing their onboarding experience.

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Reduce onboarding time for finance

 See a 35% faster onboarding with WalkMe.