Driving Digital Adoption for Salesforce
Web & Mobile
The definitive strategic blueprint for enhancing user proficiency, improving data quality, and maximizing productivity through the implementation of WalkMe.
Strategic Vision
The core objectives driving this initiative and the metrics that define our success.
🎯 Primary Business Objectives
- ▲Increase User Adoption: Drive consistent, correct usage of web and mobile platforms.
- ✓Improve Data Accuracy: Reduce errors by guiding users through complex processes.
- ⚡Enhance Productivity: Decrease time-to-completion for key user tasks.
- ▼Reduce Support Overhead: Lower "how-to" queries with proactive in-app guidance.
- 🚀Streamline Onboarding: Accelerate time-to-competency for new team members.
📊 Key Success Metrics (KPIs)
- 📈Task Completion Rate: Higher percentage of users successfully finishing core processes.
- ⏱️Time on Task: Measurable reduction in the average time spent on tasks.
- 👥User Engagement: Growth in Daily and Monthly Active Users (DAU/MAU).
- 🎫Support Ticket Reduction: Fewer support tickets related to application usage.
- 💡Feature Adoption: Increased usage of new or underutilized features.
Our Methodology for Digital Adoption
🛠️ Tools
- ●WalkMe Digital Adoption Platform (DAP):
SmartTips, Walk-Thrus, Launchers, Automation.
- ●Analytics & Insights:
Tracking usage, adoption, and task completion.
- ●Development Suite:
WalkMe Editor and WalkMe SDK for mobile.
📄 Documentation Artifacts
- ●Discovery Documents:
Business process flows, persona mapping.
- ●Solution Design Blueprint:
Content scope, configuration & deployment plan.
- ●WalkMe Content Inventory:
Catalog of Walk-Thrus, SmartTips, Launchers.
🧭 Approach
- ●User-First Design:
Aligned to personas (FDW, Salesman, Dealer, etc.).
- ●Contextual Support:
Guided onboarding & help at key touchpoints.
- ●Iterative Process:
Iterative Build → Test → Refine with Mahindra team.
- ●KPI-Driven:
Focus on measurable KPIs: faster adoption, reduced support tickets.
Personas & Platform Access
This project impacts a diverse range of roles, each with specific access needs across platforms.
In-Depth Project Lifecycle
Our delivery aligns with WalkMe's methodology. Click each phase to explore its activities, criteria, and team.
Scope of Work
A detailed breakdown of the modules, processes, and overall reach of the project.
38
Total Modules
17
Total Languages
12,575
Total Users
12,075 Ext
500 Int
External / Internal Users
Team Responsibilities (RACI)
Clarifying roles for successful execution. Filter by role to see specific responsibilities.
| Activity | Program Manager | Project Manager | Architect | SME | Admin |
|---|
Timeline & Next Steps
The project is estimated for a ~13-15 week delivery, with an optional COE phase.
Project Phase Durations
Key Assumptions
Client will provide SME availability for workshops, UAT, and approvals within agreed timelines.
WalkMe content ownership post-delivery lies with the client; our team provides build, training & enablement.
16 languages are in scope for localization; translation content/terminology will be validated by client.
Project timelines assume parallel execution of Web & Mobile, with dependencies managed jointly.
Access to required Salesforce environments (sandbox & production) will be provided on time.
Client licenses for WalkMe are active or will be procured.
Why erpOI? The Center of Excellence Advantage
erpOI establishes a Digital Adoption - Center of Excellence (COE) to empower your organization to handle enterprise application adoption internally. By creating and deploying content through WalkMe on any number of applications, you gain self-sufficiency.
You can run and maintain WalkMe solutions, creating and editing content internally without long-term dependencies on external partners.
Ready to Transform Your Salesforce Experience?
This proposal is valid for the next 7 days. Acting now ensures priority alignment of resources, faster kickoff, and seamless execution.
We’re excited to partner with you on this journey—together, we’ll unlock maximum value from your Salesforce investment through WalkMe-powered digital adoption.
Next Step: Upon your acceptance, we will immediately finalize the Statement of Work and lock in your project kickoff date.
🚀 Don’t miss the window—secure your slot today!
Check out Demo