Driving Digital Adoption for
MS Dynamics CRM & E-Sampark
The strategic blueprint for implementing WalkMe to enhance user proficiency, streamline onboarding, and maximize productivity for Wonder Cement's critical applications.
Strategic Vision & Objectives
Addressing key business challenges with targeted, measurable outcomes.
The Core Business Challenges We Will Solve
Our solution is engineered to solve these critical, interconnected challenges that currently impact productivity, user adoption, and strategic visibility.
The 45-Day Onboarding Chasm
New hires wait up to 45 days for monthly training, forcing 110 hours of inconsistent "peer-to-peer" learning and delaying productivity for ~300 new employees annually.
Ineffective Training & Low ROI
Passive training for 1,300+ users is a challenge, leading to low feature adoption, recurring errors, and a costly cycle of constant "refresher trainings."
Critical Process Blind Spots
A complete "No Visibility" gap on new process rollouts for 4,000+ dealers and internal users makes data-driven improvements and "course correction" impossible.
Untapped Dealer Potential
Your 4,000+ dealers receive no formal app training, resulting in low engagement, poor data quality, and a compromised end-customer experience.
đź“Š KPIs & Target Outcomes: Measuring What Matters
We will measure success with a clear framework, turning your current challenges into quantifiable improvements and delivering a clear return on investment.
1. Onboarding Velocity: From 45 Days to Day 1
- Metric: Time to Proficiency for New Hires.
- Baseline: A potential 45-day wait, averaging 110 hours of inconsistent learning.
- Target: Slash onboarding time to < 1 Day with a self-service curriculum for ~300 new hires/year.
2. Error Reduction & Operational Excellence
- Metric: Reduction in process-related user errors and support tickets.
- Baseline: High support volume from preventable errors and refresher training needs.
- Target: Cut process-related support tickets by 40% using validation and guardrails.
3. New Feature & Process Adoption
- Metric: Adoption rate of new features within the first 30 days.
- Baseline: "No visibility" into new process rollouts.
- Target: Achieve >70% adoption of new features within 30 days using "Process Intercept."
4. Dealer Network Engagement
- Metric: Active usage and task completion in the E-Sampark App.
- Baseline: Untracked engagement across the 4,000+ dealer network.
- Target: Increase active dealer task completion by 25% with in-app guidance.
Our Understanding of Your Core Objectives
We have designed our approach to directly address your key business challenges with a targeted, measurable, and scalable WalkMe solution.
Revolutionize Onboarding
From a 45-day delay to day-one productivity. We will implement a self-service, on-demand "Do-It-Yourself" (DIY) training curriculum within MS Dynamics for the ~300 new employees per year. This replaces the dependency on scheduled sessions and transforms onboarding from a passive wait into an active, immediate learning journey.
A Mobile-First Solution
For your mobile-first workforce. We will execute a tailored, dual-platform strategy: optimizing content for the MS Dynamics Power App using mobile view simulation, and leveraging the WalkMe Mobile SDK for a deep, seamless native experience on the E-Sampark (Xamarin) app.
Drive Process Adherence
We will use WalkMe as an active process governance layer, implementing conditional guardrails to enforce business rules, on-the-fly data validation to catch errors before submission, and automation to simplify complex, multi-step processes like duplicate lead checks.
"Practice & Certify" Model
To guarantee proficiency, we will deploy a robust model in the UAT environment. Users must complete a curriculum and then execute tasks independently. WalkMe will score their performance, and production access will be programmatically gated until a pre-defined proficiency score (e.g., >85%) is achieved.
Enable Continuous Improvement
To solve the challenge of "No visibility," we will establish a continuous Analyze → Optimize cycle fueled by WalkMe Analytics. We will track key user journeys, identify drop-off points, and pinpoint error hotspots. This data-driven approach ensures the solution evolves with your business and consistently delivers measurable value.
Personas & Platform Access
This project impacts a diverse range of roles, each with specific access needs across platforms.
Functional Solutions
This is the blueprint for how we will build your solution, detailing the specific WalkMe features and methodologies we will deploy to address your core challenges.
A. Onboarding & Training: A "Practice & Certify" Framework
We will move beyond passive training to an interactive, measurable certification model that guarantees user proficiency before they access the production environment.
- Mandatory First-Time Experience: For all new users, their first login will trigger a non-skippable onboarding curriculum, ensuring 100% completion of foundational training and establishing a standardized baseline for every new hire.
- Practice & Certify in UAT: The UAT environment will be transformed into a dynamic training ground with two phases: first, users are guided step-by-step; second, guidance is removed, and users must perform tasks independently while WalkMe monitors their actions.
- Scoring & Gating Logic: We will build a scoring engine within WalkMe to track accuracy and completion. Production access will be programmatically gated until a pre-defined proficiency score (e.g., >85%) is achieved, creating a robust, automated link between demonstrated skill and system access.
B. Process Enforcement & Data Quality: Building a Digital Governance Layer
We will use WalkMe to enforce business rules and improve data integrity directly within the user interface, eliminating the need for complex backend development.
- Conditional Guardrails: Dynamically disable UI elements (e.g., "Create New Lead" button) until a user has successfully completed the corresponding training module, preventing users from performing tasks they are not yet trained for.
- On-the-Fly Data Validation: Configure advanced SmartTips to implement complex conditional logic—for example, making the 'Tehsil' field mandatory only if 'State' and 'District' are filled out, catching errors at the source.
- AI SmartTips for Quality Improvement: For subjective, free-text fields, deploy AI-powered SmartTips to analyze input in real-time and provide suggestions to improve quality and completeness.
C. Automation: Simplifying Complex Workflows
We will identify and automate high-frequency, multi-step processes to reduce manual effort. A key use case is the duplicate lead check, which we will consolidate from a 5-6 step manual process into a single-click action that executes in the background and presents a simple result.
D. Change Management & New Feature Adoption
When a new process is rolled out, we will place an invisible WalkMe element over the old UI button. When a user clicks it, WalkMe will intercept the action, display a pop-up explaining the change, and launch a Walk-Thru guiding them through the new process, ensuring immediate and correct adoption.
Our Proven Methodology
A user-first, data-driven, and iterative approach to guarantee success.
🛠️ Core Solutions
- â—ŹWeb & Mobile DAP:
Smart Walk-Thrus, SmartTips, Launchers, Automation.
- â—ŹWalkMe Analytics:
Tracking user engagement, task completion, and KPIs.
- â—ŹAI-Powered Validation:
SmartTips for intelligent data quality checks.
đź“„ Key Artifacts
- â—ŹSolution Design Blueprint:
Detailed plan for content, segmentation, and deployment.
- â—ŹUAT "Practice & Certify" Plan:
Defining tasks, scoring, and success criteria for new hires.
🧠Guiding Principles
- â—ŹMobile-First Design:
Prioritizing the experience for the 80% mobile user base.
- â—ŹContext is Key:
Delivering the right guidance, to the right user, at the right time.
- â—ŹIterate and Optimize:
Using data to continuously improve the user experience.
Scope of Work
A detailed breakdown of the modules, processes, and overall reach of the project.
5+
High-Impact Use Cases
2
Core Applications
5,300+
Total Users Targeted
4,000+ Ext
1,300 Int
External / Internal Users
In-Depth Project Lifecycle
Our delivery aligns with WalkMe's methodology. Click each phase to explore its activities, criteria, and team.
Team Responsibilities (RACI)
Clarifying roles for successful execution. Filter by role to see specific responsibilities.
| Activity | Project Manager | WalkMe Builder | WC Stakeholder | WC Business SME |
|---|
Timeline & Next Steps
The project is estimated for a ~19 week delivery, with an optional COE setup phase.
Project Phase Durations
Key Assumptions & Dependencies
This plan is built upon the following foundational conditions being met for a successful and timely delivery.
1. Environment Access & Technical Readiness
- System Access: Dedicated user accounts with representative permissions required for UAT and Production environments of both MS Dynamics CRM Mobile App and E-Sampark App.
- WalkMe Tenant & SDK Integration: A WalkMe tenant must be provisioned before the Plan phase. The Wonder Cement mobile dev team must be available to integrate the WalkMe Mobile SDK into the E-Sampark (Xamarin) build.
- Device & Data Availability: Access to a representative device matrix and a UAT environment populated with realistic sample data is required.
2. Stakeholder & SME Commitment
- SME Availability: Committed availability from Subject Matter Experts (SMEs) from Marketing, Sales, and Dealer Operations is crucial.
- Role of SMEs: SMEs will be essential participants in discovery workshops, storyboarding, content reviews, and performing User Acceptance Testing (UAT) with final sign-off.
3. Definition of Success & Business Rules
- KPI & Gating Finalization: All Key Performance Indicators (KPIs) and business rules must be finalized before the Execute phase.
- Certification Threshold: The specific scoring threshold for the "Practice & Certify" model (e.g., >85% accuracy) must be defined to gate production access.
4. Content & Localization Responsibility
- Multilingual Content: The client will provide or formally approve all translated text (Hindi, etc.). We will implement the provided translations based on the English source text.
- Contextual Validation: Client SMEs are responsible for validating all translated content within the application to ensure contextual accuracy.
5. Analytics & Segmentation Strategy
- User Segmentation Logic: A detailed user segmentation strategy (mobile vs. web, new vs. existing, internal vs. external) will be finalized during the Plan phase.
- Data Availability for Targeting: We assume the necessary user attributes (role, join date, etc.) are available and can be passed to WalkMe to enable precise content targeting.
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 MS Dynamics 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 MS Dynamics 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!
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