Whatfix

Process Flows

Ability to identify common processes and trigger walk-through prompts.

Help Screens

Ability to provide cued prompts or comments on top of the application’s UI.

Content Creation

Provides tools for creating content to be used and shared on the platform.

Contextual Guidance

Ability to guide user actions based on specific in-app context, or tailored messaging for specific roles to ensure they use the features most beneficial to them

Content Management

Ability to store, manage, and reuse custom prompts and help screen templates.

Lightweight Automation

Ability to automate simple process within the application with a focus on guiding new users.

Dashboard

Includes alerts and notifications, KPIs, visual analytics, and interactive features.

Analytics and Reporting

Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Vendor Support

The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Breadth of Features

Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of Implementation

Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Product Strategy and Rate of Improvement

Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Availability and Quality of Training

Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Data Integration

Use this data to determine whether the product will cause headaches or make data integration easy.

Business Value Created

Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Usability and Intuitiveness

End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Quality of Features

Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of IT Administration

This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Customization

Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.