This trend underscores the importance of effective people processes. After all, employees are the lifeblood of any organization, and how they’re managed – from recruitment to retention and transitions – reflects company culture and impacts organizational agility. 

Companies need to handle employees leaving in a well-organized way. This means talking openly, having a clear process for the employee to exit, and ensuring the company keeps any important knowledge the employee has. 

Streamlining separation simplifies the process, improving the employee experience and easing the transition for both the departing employee and the remaining team.

This article explains all about employee separation. It covers why it’s important, the different ways it can happen, and the steps involved. It also gives tips on how to handle these situations well.

What is employee separation? 

Employee separation occurs when a person stops working for a company. This can happen in different ways. The employee might choose to leave, the company might fire them, they might retire, or both the employee and the company might agree it’s time to part ways.

Companies need to understand how employee separation works. This helps them make sure everything goes smoothly and that they follow the law. It means talking to the employee, having a plan for their leaving, and making sure any important knowledge they have is passed on.

Employee separation can even be incorporated into a risk management framework to mitigate potential disruptions and liabilities.

It also helps other employees feel better and strengthens the company’s reputation.

Why is understanding employee separation important? 

Companies need to understand how to handle employees leaving. This helps them stay flexible and keep a positive work environment. It lets companies change with their workers, deal with performance problems quickly, and use their people and money wisely.

When companies handle employees leaving well, it shows they care about fairness and their workers. This makes them a more attractive place to work. Smooth transitions cause less disruption, lower legal risks, and keep other employees happy.

Knowing why managing employees leaving is important helps companies prepare for change. They can have plans for who takes over important jobs and make sure valuable knowledge is shared.

Overall, understanding and handling employee separation well shows a company is professional, fair, and built to last.

What are the different types of employee separation? 

According to the Work Institutes’ Retention Report, a significant number of new hires leave quickly. Research shows that 37.9% exit their organization within the first year, with two-thirds departing within the first six months.

Knowing why employees leave is important for companies. There are different reasons, like some employees choosing to quit, some getting fired, others retiring, and sometimes both the company and employee agree it’s time to part ways.  

Understanding these reasons helps companies plan when employees leave so work keeps getting done smoothly. 

Let’s explore: 

Voluntary resignation

When employees quit, they decide to stop working for the company. This can be for personal reasons, like wanting a new job or moving away, or because they’re not happy with their current work. Usually, when someone quits, they tell their boss beforehand. This allows the company to find someone new to take over their tasks.

What to do when someone quits: The best thing to do is have an exit interview with the employee. This helps you understand why they’re leaving and what their experience at the company was like. You should also make a plan for a smooth changeover. This means ensuring someone else knows how to do their job and that the company is told about them leaving.

Involuntary termination

Sometimes, a company decides to fire an employee. This might happen if the company needs fewer workers if the employee isn’t doing a good job, or if the company is having money problems. This is different from quitting because the company makes the decision, and it has to follow special rules and agreements.

What to do when firing someone: It’s important to fire people in a kind and professional way. Follow the steps you’ve already set up for dealing with problems, and make sure you’re following the law. Tell the employee clearly why they’re being fired, offer help finding a new job, and let them and other employees know respectfully.

Retirement

Retirement means an employee chooses to stop working after they reach a certain age or work for a certain amount of time. It’s the end of a long career and the start of a new part of their life. Companies often provide retirement benefits, like pensions or special savings accounts, to help employees have money after they stop working.

What to do when someone retires: The best thing to do is celebrate the employee and all their hard work for the company. Throw a party or give them a special gift to show how much you appreciate them. Also, help them understand their retirement benefits and healthcare options so they can feel confident and secure in this big life change.

Mutual agreement

Sometimes, both the company and the worker agree it’s time for the worker to leave. They talk about it and make a deal about how the worker will stop working. This could include the company paying the workers to retire early, offering a package to help them leave, or agreeing to settle disagreements.

What to do in this case: The most important thing is for the company and worker to talk openly and work together to find a solution that works for both of them. Work with the employee to write down all the details of how they’ll leave, including any money, benefits, or promises not to share company secrets. Ensure everyone knows what to do after the employee is gone. This helps things go smoothly and keeps a good relationship between the company and the former employee.

Redundancy

Sometimes, a company needs to eliminate jobs. This might happen because of new technology, changes in how the company is organized, or changes in what customers want. When this happens, it’s called redundancy. This means that some people will lose their jobs. Companies usually talk to these employees, try to find them other jobs, and give them some money to help them transition.

The best way to handle redundancy is to be honest and kind when telling employees about the changes. Explain clearly why jobs are being cut, what help is available, and if there are any ways they might be able to stay with the company in a different role. Choose who loses their jobs fairly and listen to employees’ feedback. Offer money and help to find a new job to make this difficult time a little easier.

Termination for cause

Sometimes, a company has to fire someone immediately. This happens when the employee does something wrong, breaks important company rules, or acts harmfully. The company has to look carefully at what happened to be sure it’s making the right decision and following rules to make it fair.

What to do in this case: Follow the company’s rules for handling bad behavior and the law. This helps protect the company from being sued. Carefully investigate what happened and be fair to the employee. Explain the decision to fire them clearly and respectfully. Offer help with finding a new job to make the change a little easier.

End of contract

Occasionally, people are only hired to work for a company for a set amount of time. This is called a contract. When the contract ends, the person stops working there. Sometimes, the company might offer them a new contract or a permanent job.

What to do when a contract ends: Look at how well the person did their job and whether the company still needs someone in that role. If the contract can’t be extended, let the employee know beforehand (as agreed). Help them hand over their work to someone else and offer to write a good reference for when they look for a new job.

Dismissal

Occasionally, a company might fire employees because they’re not doing their job well enough. This happens even after the company has tried to help them improve. The decision is based on how well they’ve been doing their work, and the company will usually have a process with warnings and chances to get better.

What to do in this case: The best thing to do is give the employees honest feedback and help them improve. Track the problems with their work and follow the company’s steps for what to do when someone isn’t doing a good job. Let them know they’re being fired clearly and professionally. Offer help finding a new job or improving their skills.

Resignation in lieu of termination

Sometimes, employees know they are about to be fired, so they quit instead. This lets them leave on their terms and might help them keep a good reputation or get a better deal from the company.

What to do in this case: Talk to the employee to understand why they are quitting and see if there are any problems you can fix. Figure out how their leaving will affect the company and make a plan to keep things running smoothly. Be professional and keep their information private. Offer support to help the employee find a new job.

End of the probationary period

When new employees start, they often have a “probationary period.” This is when the company can see how well they are doing and whether their performance fits its goals. If the employee isn’t doing a good enough job, their job could end. But if they’re doing well, they’ll get to keep their job.

What to do at the end of this period: Look carefully at how the employee has done and compare it to what was expected. Give them honest feedback about how to improve and help them get better. Decide fairly whether or not to keep them based on how they did during this trial period.

What are the reasons for employee separation?

Now that we understand the different types of employee separation, it’s important to gauge why employees might want to leave. 

In doing so, organizations can proactively address underlying issues, implement targeted retention strategies, and foster a supportive work environment conducive to employee satisfaction and longevity.

Let’s explore: 

Career advancement

Employees seek better career prospects encompassing higher salaries, challenging roles, or avenues for professional growth. They aim to capitalize on opportunities offering elevated positions, increased responsibilities, and prospects for employee development. Transitioning to roles aligning more closely with their career aspirations motivates employees to explore external opportunities, fostering career progression.

Workplace dissatisfaction

Sometimes, employees become unhappy because their jobs don’t fit them well, their workplace is difficult, or they don’t agree with how the company does things. They might feel like their work isn’t valued, they don’t get to use their skills, or their bosses aren’t helpful. To fix this unhappiness, companies need to look at what employees expect and what the job is like. They need to make changes so the two match better.

Personal reasons

Employees depart due to personal obligations like familial responsibilities, health concerns, or geographical relocations. Their decisions stem from prioritizing domestic well-being, managing health-related issues, or adapting to changes necessitating relocation. Balancing personal commitments with professional obligations entails accommodating individual circumstances within the organizational framework and encouraging employee assistance programs conducive to emotional well-being.

Performance issues

Employees face involuntary separation owing to sustained underperformance, failure to meet job requirements, or inability to adapt to evolving organizational demands. Employers cite performance deficiencies, discrepancies between expected outcomes and delivered results, or recurrent errors warranting corrective action. Mitigating performance-related challenges necessitates proactive measures, including performance feedback, training interventions, or role realignment to align employee capabilities with organizational expectations.

Organizational changes

Workforce restructuring, mergers, or downsizing initiatives prompt employee separation, driven by strategic realignments, operational optimizations, or financial imperatives. Organizational transformations necessitate rationalizing workforce structures, streamlining processes, or optimizing resource allocations to bolster organizational resilience. Adapting to dynamic market conditions entails recalibrating workforce configurations and ensuring alignment with strategic objectives and market imperatives.

The five-stage employee separation process

Understanding the employee separation process is crucial for organizations to ensure smooth transitions, maintain positive employer-employee relations, mitigate legal risks, and gain valuable insights for improvement. 

1. Preparation

The preparation stage involves meticulous planning to orchestrate a seamless transition. It encompasses coordinating with relevant stakeholders to ensure all necessary documentation and administrative tasks are completed accurately and efficiently. 

Preparations may involve arranging to redistribute the departing employee’s workload, identifying suitable replacements or interim solutions, and assessing potential impacts on team dynamics and project timelines. Meticulous preparation for the employee’s departure enables organizations to mitigate disruptions and maintain operational continuity during the transition period.

2. Announcement

Once an employee leaves, it’s important to let everyone in the company know clearly and honestly. This helps make sure everyone understands the change that’s happening.

The announcement can be made in different ways, like through emails, meetings, or company-wide announcements.

It might include why the person is leaving and any important details about how their work will be handled. Letting everyone know quickly helps avoid confusion and keeps team spirit strong.

3. Transition

The next step is ensuring the person leaving can pass on everything they know to whoever takes over their work. This might mean writing down instructions, training the new person, or making it easy for them to ask questions.

Employees leaving might be asked to write a special document with all the important information about their job. This includes what they were working on, who they worked with, and other details. By carefully sharing knowledge and hand-off tasks, the company can keep things running smoothly while the new person gets up to speed.

4. Exit interview

Exit interviews are a chance for companies to learn from employees leaving. They’re private conversations where the employees can share their good and bad experiences. The company asks questions and listens carefully to understand why the person is leaving, what they liked and disliked, and how the company’s leaders and work environment could improve. This information helps the company keep other employees happy and make positive changes.

The exit interview also provides departing employees a platform to express their thoughts and feelings, fostering a sense of closure and goodwill towards the organization.

5. Closure

The final stage of an employee leaving is handling all the paperwork and practical things. This means ensuring they get their last paycheck, updating company records, taking back any company property (like laptops or ID cards), and ensuring they can’t access company systems anymore.

Companies might also throw a goodbye party or give the employee a small gift to thank them for their work. Taking care of all the details and showing appreciation makes the employee feel good about leaving and helps the company keep its reputation as a good workplace.

Employee separation: Achieving smooth transitions and positive outcomes

When executed effectively, employee separation can yield significant benefits for organizations. 

Businesses can handle workers leaving much better if they plan ahead and have employee experience strategies for various situations. This helps them keep things running smoothly and retain important knowledge and skilled workers.

It’s important to see employee separation as a chance to change for the better. Instead of just seeing it as a bad thing, organizations can use it as an opportunity to improve. This means thinking creatively about how employees leave and staying connected with them after they’re gone.

Businesses should do their homework to find the best way to handle employees leaving. They need to understand their workers and what’s normal in their industry. Looking carefully at what works for other companies will help them find ways to improve and make their own plans even better.Employee separation represents a critical juncture for organizations to demonstrate their commitment to employee wellness. When approached thoughtfully and strategically, it can serve as a catalyst for positive change, driving improvements in employee engagement, productivity, and overall organizational performance. 

The post What is employee separation? Definition, types & process appeared first on Digital Adoption.

Change managers worldwide are taking note of the new normal. Some are investing in generative AI to streamline processes and adapt to emerging trends. But it’s not enough.

A recent Prosci report shows that 84% of change practitioners are familiar with AI, but only 48% use it. This is a massive opportunity for change agents to leverage AI to enhance entire change management processes at the click of a button.

Enter ChatGPT. It can streamline communication, analyze feedback, and brainstorm solutions much faster than humans. This transforms change management from a reactive struggle into a strategic advantage.

These ten prompts provide a starting point for change managers seeking to implement successful initiatives. 

How to prompt ChatGPT?

Understanding how ChatGPT works and choosing the appropriate prompts are key to getting the responses you need.

Check out these tips and tricks for creating effective change management prompts:

Be precise

Define your request clearly, focusing on the specific information you need. 

• For example, instead of asking, “Can you tell me about the project budget?” you should ask, “Please compare the current project spending to the original budget allocation, highlighting any significant variances.”

Use complete sentences

Structure your prompts as full questions or requests, ensuring ChatGPT understands your intent. 

• For example, instead of asking “Project timeline” you should ask, “Provide a visual timeline or Gantt chart for the project, including all phases and key milestones?”

Provide context

Include relevant background information or references from previous discussions to establish a clear frame of reference. 

• For example, “Considering the feedback from our last stakeholder meeting, please suggest strategies to improve communication channels for Project ABC.”

Include keywords

Integrate relevant keywords to help ChatGPT grasp your topic, but focus on meaningful terms rather than just stuffing your prompts. 

• For example, instead of asking “What are some project management tips?” try asking, “What are some best practices in risk mitigation for agile software development projects?”

Request specific formats

Indicate your preferred output format, whether a list, table, step-by-step guide, or a different structure. 

• For example, instead of asking, “What are the key differences between the two project proposals?” consider, “Summarize the key differences between the two project proposals in a side-by-side comparison chart.”

Address ambiguities

Clarify any part of your prompt that could have multiple interpretations to ensure a precise response. 

• For example, instead of asking, “How can I improve communication?” consider asking, “How can I improve communication with stakeholders specifically regarding project status updates?”

10 ChatGPT prompts for navigating change management

Now that you’ve grasped the basics of crafting ChatGPT prompts for change management, let’s dive into ten unique prompts to help you navigate change initiatives successfully.

Prompt 1: Analyzing change readiness

Example Prompt

“Analyze our organization’s past responses to change initiatives (e.g., new software, process updates), identifying common success factors, failure points, and areas for improvement in our overall change management approach.”

How to use this prompt

• Think back to previous changes your organization has faced (software, processes). Gather insights from project summaries, feedback, or discussions with those involved.

• Analyze this data for patterns. Did clear leadership on the “why” of the change help? How about early adopters? 

• Also, note what caused the issues. Was it rushed timelines, poor training, etc.? Your goal is to uncover general practices that make your organization more adaptable to future change. 

Sample Response (generated by ChatGPT)

Success factors for a smooth transition include clear leadership communication, early adopter involvement, and comprehensive training. Conversely, potential failure points may arise from a lack of clear objectives, rushed timelines, and insufficient support during the transition process. To improve, it’s essential to enhance change planning by setting realistic timelines and allocating adequate resources. 

Prompt 2: Brainstorming change adoption strategies

Example prompt

“Generate creative strategies, including training, incentives, and communication ideas, to increase the adoption of [a new technology/process].”

How to use this prompt

• Define your specific adoption challenge and detail its potential impact if left unaddressed. 

• Specify your target audience, their demographics, and any known tech-savviness levels. 

• Analyze known barriers to adoption (learning curve, perceived disruption, fear of job loss). 

• Research past adoption successes or failures, both within your organization and in your industry. 
• Brainstorm a wide range of strategies, considering training methods, incentives (individual and team-based), communication channels,

Sample Response (generated by ChatGPT)

Focuses on a new CRM system:

• Training: Develop a tiered training approach with hands-on workshops, interactive online modules, and ongoing coaching sessions.
• Incentives: Offer rewards for completing training modules and early adoption milestones (individual and team-based).
• Communication: Create engaging materials (videos, infographics) showcasing the system’s benefits. Host “office hours” with system experts to answer questions and troubleshoot.

Prompt 3: Drafting change communications

Example prompt

“Draft a persuasive email to [target audience] announcing [change initiative], highlighting benefits, and providing clear next steps.”

How to use this prompt

• Clearly define the change, why it’s happening, the timeline for its rollout, and who will be impacted. 

• Identify your target audience and tailor your message accordingly, anticipating their potential anxieties or frustrations. 

• Outline the key benefits of the change, focusing on addressing those concerns.

• Clearly define the next steps, provide multiple ways for people to ask questions, and offer support resources. 

• Consider your tone of voice—be empathetic but firm and optimistic.

Sample Response (generated by ChatGPT)

Announcing a new performance appraisal system:

We’re excited to unveil a new performance appraisal system focused on continuous feedback and development. This shift replaces the annual review with more frequent check-ins, fostering a supportive and growth-oriented environment. Managers will receive training on providing effective feedback, and employees will have access to new self-assessment tools. We’ll hold information sessions to answer your questions.

Prompt 4: Creating a change readiness assessment

Example prompt

“Develop a short survey to assess organizational readiness for [specific change], focusing on [key readiness factors].”

How to use this prompt

• Analyze the scope and complexity of your specific change to identify the most critical readiness factors. 

• Design short, focused survey questions addressing leadership support, resource availability, communication effectiveness, and past change experiences. 

• Use different formats (rating scales, multiple-choice, open-ended comments) to gather varied insights. 

• Consider anonymizing the survey to encourage honest feedback. 

• Include demographic questions to analyze results by group and identify potential readiness gaps.

Sample Response (generated by ChatGPT)

Sample survey (focuses on implementing agile methodologies):

• Q1 (Scale 1-5): How comfortable is your team adapting to changing priorities?
• Q2 (Yes/No): Does your team have experience working in cross-functional teams?
• Q3 (Open-Ended): What resources or support would your team need to feel comfortable transitioning to agile methodologies?

Prompt 5: Identifying resistance hotspots

Example prompt

“Analyze [data source] to identify potential areas of resistance to [proposed change] and suggest targeted strategies to address them.”

How to use this prompt

• Focus on the change initiative and select the most relevant data source directly related to potential pain points. 

• Determine a timeframe for analysis that provides a good historical baseline while highlighting recent trends. 

• Look for recurring patterns in complaints, bottlenecks, decreases in efficiency, or areas of frequent workarounds. 
• Correlate this data with potential resistance areas for your proposed change to proactively address concerns.

Sample Response (generated by ChatGPT)

Analyzing customer support tickets regarding a new e-commerce platform: 

• Recurring pain points: Difficulty navigating the new product search function and confusion about the return policy.
• Potential resistance connections: Customers might resist the change due to a perceived learning curve and concerns about potential return hassles.

Prompt 6: Simulating stakeholder conversations

Example prompt

“Simulate a conversation between a change manager and a skeptical [stakeholder role] regarding [change initiative]. You’ll play the skeptical stakeholder, highlighting concerns.”

How to use this prompt

• Define the specific change and the stakeholder role, considering their level of influence and potential impact on the change’s success. 

• Research common objections to similar changes and analyze industry trends regarding resistance patterns. 

• Outline your key arguments for the change, addressing potential benefits for the stakeholder group. 

• Anticipate likely counterarguments and prepare persuasive responses demonstrating empathy, understanding, and a commitment to finding mutually beneficial solutions.

Sample response (generated by ChatGPT)

Change manager plays skeptical team leader:

• Project Manager: “Changing software mid-project seems risky. Will we lose progress?”
• Change Manager: “I understand your concern. We’ve selected a system with easy data migration and thorough onboarding support.”
• Project Manager: “My team is already swamped. How will they find time to learn this?”
• Change Manager: “This investment will streamline processes long-term. We’ve built dedicated training time into the rollout.”

Prompt 7: Fast-tracking digital adoption training

Example prompt

“Design a gamified training plan to accelerate employee adoption of [new technology/tool], focusing on engagement and knowledge retention.”

How to use this prompt

• Break down the new technology into core skills and identify priority areas based on immediate needs. 

• Analyze your audience’s learning styles (visual, hands-on, auditory) and their comfort levels with technology. 

• Design a modular training plan incorporating microlearning, interactive elements, opportunities for peer learning, and on-demand support resources. 

• Consider gamification elements like challenges, badges, and leaderboards to boost engagement and motivation.

Sample Response (generated by ChatGPT)

Sample training plan (new collaboration tool):

• Module 1: Gamified tutorial using points and badges to learn core functionalities.
• Module 2: Collaborative challenges where teams compete to complete tasks using the tool.
• Module 3: Live Q&A sessions with experts and a dedicated online forum for peer-to-peer support.

Prompt 8: Measuring change impact

Example prompt

Develop KPIs to track the success of [change initiative], including metrics for [desired outcomes].

How to use this prompt

• Clearly articulate the long-term vision for the change initiative and define desired outcomes in specific, measurable terms. 

• Link these outcomes to both quantitative KPIs (data-driven metrics) and qualitative KPIs (e.g., employee satisfaction surveys) for a holistic view. 

• Establish baseline measurements before the change, determine a consistent tracking frequency, and design a clear way to visualize the collected data to track progress and identify potential areas for course correction.

Sample Response (generated by ChatGPT)

Sample KPIs (change: workplace wellness initiative):

• Employee participation rate in wellness programs.
• Reduction in absenteeism due to illness.
• Employee satisfaction survey results regarding health and well-being.

Prompt 9: Rewriting job descriptions

Example prompt

“Rewrite the job descriptions for [department or role] to reflect the impact of [change initiative], emphasizing new skills and growth opportunities.”

How to use this prompt

• Identify roles most directly impacted and collaborate with employees and their managers to understand the on-the-ground workflow shifts and responsibilities.

• Research industry benchmarks for similar roles to get insights into new skill requirements. 

• Emphasize opportunities for development, cross-functional collaboration, and career growth.

• Clearly outline new expectations and performance metrics, providing opportunities for employee feedback during the revision process.

Sample Response (generated by ChatGPT)

Department: Marketing

The Marketing Specialist role now requires proficiency in social media analytics tools and experience in developing engaging social media content. Collaboration with the design team is crucial for creating visually appealing content. The position offers opportunities to learn new skills and contribute to our growing online presence.

Prompt 10: Celebrating change milestones

Example prompt

Plan a celebratory event to recognize the successful rollout of [change initiative], acknowledge team contributions, and highlight the positive impact.

How to use this prompt

• Break down the change rollout into clear milestones and identify those warranting recognition. 

• Select a celebratory format aligned with milestone significance, company culture, and budget. 

• Design the celebration to highlight team contributions and individual achievements and showcase the positive impact of the change. 

• Use the celebration to build momentum, emphasize the benefits, and create a shared success.

Sample Response (generated by ChatGPT)

Successful launch of a new customer service process:

Celebration: Surprise the team with a catered breakfast or healthy snack delivery and a note from leadership thanking them for their dedication to improving customer service. A small, fun competition during training with prizes could also boost engagement.

What can ChatGPT do for change management? 

Have you ever heard of the famous ancient Greek saying, “Change is the only constant”? 

It rings true even today. Change happens fast, and businesses need to be ready. How we manage change is evolving, and AI models like ChatGPT are at the forefront of this evolution.

There’s no doubt AI raises questions. But for change managers, the benefits are undeniable. Change projects are complex, and AI can help. As you’ve seen above, it can quickly process feedback, identify patterns, and even simulate conversations with stakeholders. This means change managers can make better decisions, faster.

AI also sparks creativity. It can help generate innovative ideas to overcome change obstacles, from communication plans to new ways of getting employees on board. While a human touch is still vital, AI streamlines tasks and opens new possibilities.

The ten prompts we explored are a great starting point. They help change managers think strategically about using AI to assess readiness, address resistance, and unify communication. 

It’s important to remember that generative AI tools like ChatGPT offer powerful capabilities but aren’t perfect solutions. AI technology is still developing, and it’s crucial to approach it with a critical eye. Before relying heavily on ChatGPT for driving change initiatives, change agents, and IT leaders should be aware of these key AI risks:

• Hallucinations: AI models can sometimes generate plausible responses that are inaccurate or misleading.
• Bias: AI models can unintentionally reflect the biases present in the data they were trained on. This can lead to discriminatory or unfair outcomes.
• Data and privacy concerns: AI systems often require large amounts of data. Handling this data responsibly is essential to protect privacy and avoid misuse.

Remember, responsible use of AI in change management involves carefully considering these risks and working to mitigate them. 

It’s time for change managers to go beyond just reacting to change. 

AI tools like ChatGPT may become an essential asset once practitioners fully understand them responsibly. When done right, those who embrace AI will be better able to drive change and help their organizations thrive. 

The post 10 ChatGPT prompts for navigating change management appeared first on Digital Adoption.

This is especially important in the wake of COVID-19, where traditional working models have been thrown out in exchange for more flexible and remote-friendly approaches.

Fortune reports that high-performing employees excel with a balanced approach, allocating 45% of their time to individual tasks, another 45% collaborating with teammates, and the remaining 10% dedicated to learning and socializing.

IT and HR leaders and a collective effort involving all organization members must champion flexible policies and robust digital workplace transformation tools that empower employees to work together effectively, irrespective of physical proximity.

This article delves into virtual collaboration, explores its meaning and growing importance in today’s world, and offers practical tips for its successful implementation. We’ll also explore virtual collaboration’s potential benefits and challenges while highlighting the latest tech solutions supporting the modern workforce.

What is virtual collaboration? 

Virtual collaboration is the modern way of using digital tools to help remote employees or teams that work in different locations communicate and work together effectively.

Real-time communication tools are definitely important for virtual work. However, a network of different technologies creates an environment where people can connect and get things done. 

Here’s a look at what some virtual collaboration tools offer:

• Video conferencing: Platforms allow face-to-face meetings, presentations, and brainstorming sessions, just like in-person interactions. This helps people connect visually.
• Instant messaging: Tools make informal communication quick and easy, perfect for discussions, updates, and sharing ideas on the fly.
• Project management software: Platforms organize projects by assigning tasks and tracking everyone’s progress. They often work with other software so you can edit documents and share files from one central place.
• Collaborative document editing: Solutions let multiple people work on documents, spreadsheets, and presentations. This means real-time teamwork and eliminates headaches about which version of a file is the right one.
• File-sharing platforms: Tools provide secure storage in the cloud so files can be shared. This means everyone, no matter where they are, can access and work on shared documents.
• Content management systems: These platforms store and manage digital stuff like documents, images, and videos in one place. This makes them easy for the team to find and work on.
• Whiteboard and digital canvas tools: These give teams a virtual space to brainstorm, make diagrams, and visually work together in real-time. This encourages creative solutions and gets teams involved.
• Task management and automation tools: Platforms make organizing and staying efficient a breeze by assigning tasks, setting deadlines, automating boring jobs, and making work smoother. This frees up a lot of time. 

Why is virtual collaboration important? 

Some leaders will consider managing human capital and optimizing team dynamics within a digital or remote work environment uncharted waters.

Major workforce shifts inadvertently spurred on the Great Resignation of 2021, wherein a record 47 million employees in the U.S. voluntarily quit their jobs.

“The great resignation didn’t start with the pandemic,” states a Harvard Business Review article. While the pandemic led to reimagined working models, “what we are living through is not just short-term turbulence provoked by the pandemic but rather the continuation of a long-term trend.”

A transition to more contemporary work methods has been looming for a while. Companies realize the old, strict working methods don’t cut it anymore. They need to be flexible and ready to change to handle unexpected problems.

Setting up strong virtual workspaces helps teams stay productive in new ways. It makes it easier to work together, come up with fresh ideas, and get things done efficiently.

What is virtual collaboration used for?

Businesses really benefit from understanding how virtual collaboration works. It lets them use the best of these technologies.

With just an internet connection, companies can find talented people worldwide. This means they can always find the right skills and get fresh ideas they might not find locally. 

Beyond this, there are some essential use cases for virtual collaboration. These include:  

Live training

Traditional training methods are getting an upgrade. Interactive online platforms deliver immersive learning experiences, transforming onboarding and upskilling initiatives. These platforms replace static lessons with engaging live sessions featuring interactive elements like polls, Q&A, and breakout rooms. 

This fosters dynamic learning journeys that keep participants involved, maximizing knowledge retention and ensuring a skilled and prepared workforce.

Online meetings

Virtual collaboration tools connect remote and hybrid teams, creating online environments for collaboration. Think video conferencing platforms that allow teams to sync efforts in real-time, easily share updates, and establish a strong sense of connection despite physical distance. 

These tools go beyond video calls, offering features like shared screens and digital whiteboards to fast-track decision-making and communication. This ensures everyone is on the same page and projects move forward efficiently.

Virtual project management

Dedicated project management platforms offer a holistic solution beyond basic task delegation.expand_moreThese tools enable real-time collaboration, transparent progress tracking, and clear milestone monitoring, ensuring clarity and efficiency throughout project lifecycles.expand_more

A marketing team uses a project management platform to collaborate on a new campaign launch, assigning tasks, tracking progress on creative assets, and monitoring key milestones like content deadlines and budget approvals. This ensures everyone is on the same page and the campaign stays on track for a successful launch.

Brainstorming sessions

Forget the limitations of a physical whiteboard. Virtual whiteboards and interactive platforms are like digital playgrounds for ideas. Teams can brainstorm freely, build on each other’s ideas, and co-create in real time using these tools. 

No matter where team members are located, geographical barriers disappear. This creates an exciting environment where collective ideas and imagination thrive.

Lessons learned sessions

Refrain from letting valuable insights from past projects gather dust. Virtual lessons learned sessions leverage video conferencing and collaborative tools to turn experience into action. 

Teams can debrief on past endeavors, share key learnings, and brainstorm improvements. This iterative process fosters a culture of continuous growth, empowering teams to adapt, innovate, and refine their approaches for future success. It’s like a virtual huddle, where lessons from the past fuel smarter decisions and innovative solutions for the future.

Document collaboration

Imagine no more version control chaos, just a single source of truth. Real-time co-editing allows teams to work on documents simultaneously, leaving comments and suggestions directly in the document. This eliminates the need for multiple versions, ensuring everyone stays in sync and edits are clear.

The result? A smoother workflow, fewer errors, and faster communication lead to efficient decision-making and increased team agility.

Virtual coworking sessions 

Replicate the collaborative levels of a physical workspace with virtual coworking. Teams can connect, share updates, and engage in casual conversations. 

Setting up virtual environments helps build camaraderie and collaboration among remote teams rarely working from the office. This allows workers to stay connected, boosts morale, and inspires organizational innovation.

Team-building activities

Distance doesn’t have to diminish connection. Virtual team-building activities, from collaborative challenges to online escape rooms, create shared experiences that bridge geographical gaps.

These activities go beyond work, fostering a sense of camaraderie, sharpening problem-solving skills, and enhancing communication. This way, organizations can support stronger, more cohesive teams who are more efficient and engaged in their work.

Office hours

Enhance communication and build trust by offering virtual office hours. Leaders leverage video conferencing platforms to provide dedicated time for team members to seek guidance, address concerns, and stay connected. This structured approach promotes transparency, accountability, and continuous improvement within the organization.

Dry runs 

Improve presentations and concepts with virtual collaboration. Teams can conduct meticulous dry runs, receive constructive feedback, and refine their strategies before final presentations. Utilizing video conferencing and screen sharing, teams can precisely refine their work, ensuring polished and impactful presentations.

By integrating these use cases with their existing tools, businesses can unlock the true potential of virtual collaboration and empower their teams to thrive in the modern work environment.

What are some commonly used virtual collaboration tools?

It’s a no-brainer. The modern workplace needs to share information quickly between teams and departments to get things done. That’s why people use all sorts of online collaboration tools to talk to each other and be more productive when working towards the same goals.

Let’s explore some of the most commonly used tools for virtual collaboration and their most prominent use cases:

1. Slack: Instant messaging

Slack is a real-time messaging platform that thrives on channel-based communication. This allows teams to create dedicated spaces for specific projects, topics, or departments. 

This allows for focused discussions, quick information sharing, and a sense of team community. What truly sets Slack apart is its ability to connect with other apps you use, like project management tools or file storage services. Imagine having all your work conversations and resources in one place. 

2. Google Suite: Emailing

Google Suite offers a familiar and efficient platform for email communication. 

It integrates with Google Docs and Drive, enabling collaborative document editing in real-time, file sharing, and version control. This means teams can work on the same documents, spreadsheets, and presentations without messing things up. 

No more confusing email attachments and everyone always has the most up-to-date version. Google Suite also has tons of accessibility features, like screen readers and tools for changing text to voice. This ensures everyone can be part of the team and do their best work.

3. Microsoft Teams: Videoconferencing

Microsoft Teams excels in video conferencing. It offers a feature-rich environment for virtual meetings, presentations, and collaborative brainstorming sessions. 

Teams offer screen sharing, breakout rooms, and real-time captions. These features make online meetings more inclusive and productive. Teams also work well with other Microsoft 365 apps. This lets you store files, manage tasks, and coordinate projects in one place.

4. Figma: Online collaboration tools

Figma is a design tool made for teams to collaborate online. It’s different from other design programs because it’s cloud-based. This means everyone can access it from anywhere.

This makes it perfect for designers who need to work together on projects. It allows multiple designers to work on the same things (like prototypes and user interfaces) at the same time. The best part about Figma is that it lets everyone give instant feedback. This helps designers make quick changes and improve their work with each update cycle. 

Figma also offers built-in commenting and version control features. This further supports collaboration and openness throughout the design process.

5. Asana: Collaborative project management

Asana helps teams to plan, organize, and track projects effectively. 

The platform offers features like task management, deadline setting, progress tracking, and workload distribution, ensuring everyone is aligned on project goals and individual responsibilities. 

Additionally, Asana boasts communication tools and file-sharing capabilities, centralizing project information. Asana’s user-friendly interface and visualization tools, such as Kanban boards and timelines, make it ideal for teams who need a clear overview of project progress and dependencies.

6. Yammer: Virtual file sharing

Yammer, a part of the Microsoft 365 suite, is a virtual file-sharing hub. Yammer is a tool for teams to communicate within a company. It works like social media, letting teams share documents, updates, and announcements. This helps people learn from each other and work better across departments.

Yammer has group messaging and private chats so employees can talk in smaller groups. The platform is easy to use and understand. This helps employees share their ideas and connect with each other.

7. GitHub: Virtual file sharing

While known for its version control system, GitHub is a game-changer for software development teams working together on code. 

GitHub is a tool that lets developers work on the same project at the same time. They can use features like branching, pull requests, and merging to do this safely.

This helps manage code changes smoothly. GitHub also lets developers track problems and manage their projects. This keeps everything organized and on track during the development process.

What are the benefits of virtual collaboration tools? 

Delving into the intricacies of virtual collaboration isn’t just about scratching the surface; it’s about diving deep to uncover an array of advantages that redefine how teams collaborate, innovate, and succeed. 

Let’s explore: 

Connect from everywhere, anywhere

Virtual tools break down communication barriers. Remote and hybrid teams can talk instantly and work together.

Better workflow efficiency

Teams use these tools to manage tasks easily. They share resources smoothly and track progress. This boosts productivity and leads to project success.

Flexible workforce

Virtual collaboration frees employees from the office. They can work from anywhere and stay connected. This helps create a modern workforce ready for change.

Resource optimization

Virtual tools save money. Companies need less office space and cut travel costs. They can invest these savings in growth.

Global expansion

Virtual collaboration helps businesses go global. They can connect with partners, clients, and talent worldwide. This boosts their reach and impact, creating new chances for growth.

What are the challenges of virtual collaboration tools? 

Exploring the downsides of virtual collaboration is equally important and requires more than anticipating incoming obstacles.

It demands a careful examination of the potential drawbacks that can disrupt workflow, undermine cohesion, and hinder the realization of goals.

Let’s explore: 

Cybersecurity imperative

Cybersecurity is essential for virtual collaboration. Create a strong defense strategy to protect sensitive information and digital assets.

Combating information overload

So many virtual tools can lead to overload. Implement a clear communication and collaboration plan to organize workflow and maximize productivity.

Promoting work-life balance

It’s easy to get worn out by always being online. Prioritize work-life balance and encourage healthy tech habits to keep employees happy and productive.

Bridging cultural gaps

In global teams, communication styles can differ. Promote cultural sensitivity and understanding to build a strong, effective international team.

Sparking innovation

Virtual work offers benefits, but innovation can suffer. Encourage experimentation and fresh ideas to keep a culture of constant improvement and groundbreaking thinking.

Tips for improving virtual collaboration 

Embarking on the journey of virtual collaboration opens up possibilities, but success in today’s digital arena requires intentional efforts and a strategic approach. 

Here are some refined tips to enhance your virtual collaboration experience:

1. Encourage employee participation and contribution 

Ensure your virtual spaces welcome all ideas. Encourage everyone to speak up with clear communication and recognition programs. This way, everyone feels heard and valued.

2. Provide collaboration and team skills training

Invest in training that helps your team thrive online. Improve their communication, collaboration, and virtual skills to get everyone working well together.

3. Continually assess team capabilities

Regularly check how your team performs in the virtual space. This will help you identify strengths and find areas to improve. Use this information to tailor your strategies, balance workloads, and play to your team’s strengths.

4. Focus on efficiency

Cut down on unnecessary meetings by communicating things clearly. Save meetings for when you need everyone’s input. This fights fatigue and keeps productivity high.

5. Keep energy levels high

Keep people enthusiastic and motivated in the virtual workspace. Make things interactive, recognize good work, and build a positive team culture.

6. Coordinate schedules

Remember that people are in different time zones. Use scheduling tools to find meeting times that work for everyone. This helps the team feel included and able to contribute.

7. Drive digital adoption

It’s crucial to fully understand your tools’ capabilities to unleash their true power. Driving digital adoption helps to build this understanding among teams, particularly when introducing new software to employees. Leveraging a digital adoption platform (DAP) ensures that team members comprehend the basics and become adept at utilizing the software to its maximum potential.

8. Test different platforms

Explore a variety of collaboration platforms to find what best suits your team’s needs. Trial different tools for videoconferencing, project management, and communication, ensuring that the chosen platforms align seamlessly with your collaborative goals.

9. Don’t neglect in-person collaboration

While virtual collaboration offers unprecedented flexibility, recognize the value of in-person interactions. Encourage team gatherings, workshops, or retreats to strengthen interpersonal connections and build a more cohesive collaborative foundation whenever possible.

The power of virtual collaboration in the digital era

The digital world is changing faster than ever, and only those who can keep up will be tomorrow’s leaders.  

Successful businesses need to be fast and flexible. This means teams must collaborate seamlessly to solve problems and find new opportunities. Collaboration isn’t optional anymore – it’s necessary and must happen across all areas of a company.

CIOs are key to making this happen. They need to give their teams the best technology and create a work environment to encourage and celebrate trying new things. It’s not about having the latest gadgets just for show; it’s about giving people the tools to do their best work. 

Companies that cling to old ways of doing things will be left in the dust, while those who invest in transformation programs, embrace change, and adopt collaborative technology will shape the future.

The post What is virtual collaboration? appeared first on Digital Adoption.

Research by MDPI shows that more than 50% of all workers switched to working from home during the pandemic. This was especially true for knowledge workers. Particularly those who do office jobs on computers, like those in IT, communications, and finance.

More and more employees are bringing their own devices to work. This makes it important for companies to have clear rules about BYOD. These rules help prevent people from using devices that haven’t been approved.

Implementing BYOD programs can boost employee productivity and save companies money on equipment. However, companies need the right security in place. This will help them become digitally proficient and try new things safely.

This article will explore the concept of BYOD, how it works, along with its benefits and challenges. We’ll also share how to enact policies that help maximize BYOD’s advantages while mitigating potential risks.

What is Bring Your Own Device (BYOD)?

Bring Your Own Device (BYOD) lets employees use their own phones, tablets, and laptops for work. 

Policies like BYOD make device management easy in the workplace. This means employees don’t need separate devices for work and personal life.

These policies let employees use approved technology at work. They can access the company’s network, apps, and important data. However, using personal devices can be risky for companies that store sensitive information. That’s why strong security rules are needed to fight off cyberattacks and keep important information safe.

According to a Bitglass report, 82% of organizations actively embrace BYOD to varying degrees. However, 30% of these organizations face a big challenge–concerns about information security make it hard for them to fully adopt BYOD.

How does BYOD work?

BYOD programs need clear rules about what employees can and can’t do with technology at work. These rules are important in today’s world. Employees often want to use their phones, tablets, and laptops to get their jobs done.

BYOD policies are formal documents that both the company and employees agree to. They clearly outline how employees can use personal devices within the workplace. The company grants certain permissions to employees who follow the BYOD policy. They can connect to the company’s network, access important applications, and work with sensitive data.

There are a few ways employees can leave companies open to attack. This includes using weak passwords, and not being careful when using devices that aren’t protected or approved. These weaknesses are exactly what threat actors (hackers) look to exploit.

Verizon reports that 74% of data breaches involve human mistakes. This includes falling for social engineering attacks, simple errors, or misusing company systems.

Any BYOD program needs strong security. This will help protect against cyberattacks, data leaks, and unauthorized access.

What are the most important aspects of BYOD? 

The most important parts of a BYOD policy that find the right balance between workplace flexibility, security, and accountability. They include: 

Acceptable use guidelines

A BYOD policy should clearly set forth acceptable use guidelines. This includes telling employees exactly how to use their devices and setting any limits or restrictions.

Approved devices policy

Creating a good BYOD policy is knowing what devices employees will use and what they’ll use them for. It should clearly list the devices employees can use (like specific phone or laptop models). This ensures that all devices work with the company’s systems and meet security standards.

Security protocols and measures

The policy must detail specific security rules and steps that focus on keeping data safe. This includes password requirements and how information should be encrypted. It also includes other ways to protect sensitive data, such as setting up a timed auto-lock or using privacy filters.

Data storage approval guidelines

The policy should provide guidelines on where and how data can be stored on personal devices to address the safety and storage of critical data. Employees should be taught how to keep company data secure. One way to do this is to use designated folders or secure containers on their personal devices. This approach helps prevent unauthorized access or potential loss.

Employee responsibilities framework

Defining employee responsibilities is central to the policy’s effectiveness. A good BYOD policy clearly explains what employees are responsible for. These include keeping their devices up-to-date and following security rules. It also means immediately reporting any security problems (like suspicious activity or a lost device). This helps employees feel responsible and accountable for keeping information safe.

Reimbursement procedures

A BYOD program needs to have clear rules about how employees will be repaid for work-related expenses on their personal devices. This acknowledges that using their own phones, laptops, etc., can cost them money. The policy should explain the process for getting reimbursed for these work costs. This helps create a fair balance between what the company pays for and what employees pay for.

IT support capabilities overview

A BYOD policy should explain how and when employees can get IT help. This is important for quickly fixing technical problems. The policy needs to include details like what kind of troubleshooting and guidance the IT department will provide. This ensures that personal devices work smoothly with the company’s network.

Exit plan procedures

A BYOD policy must explain what happens when an employee leaves the company. Steps should be outlined for removing company data from their personal device and managing the device itself. This ensures a smooth transition while safeguarding sensitive information. 

The policy should also address scenarios where employees lose their devices, are fired, or break a company rule. In these cases, the company must decide if they can remotely delete company information from the employee’s device.

What are the benefits of BYOD?

Among the various ways businesses navigate shifting work habits, Bring Your Own Device (BYOD) policies stand out. This solution addresses the needs of modern employees and aligns with the ethos of a connected, tech-savvy workforce. 

Let’s delve into the benefits that BYOD brings to the table. These range from enhanced productivity to talent acquisition and retention:

Flexibility and convenience

BYOD epitomizes modern workplace adaptability. Employees can easily switch between work and personal tasks on a single device. This means they don’t need to carry around multiple devices. Employees can access work information whether they’re working from home, traveling, or in a shared workspace. This kind of flexibility creates a culture that emphasizes a healthy work-life balance.

Lower costs

BYOD programs significantly cut business costs. Employees are now responsible for buying and maintaining their own devices. Companies also save money by managing fewer devices, providing less tech support, and buying fewer software licenses.

Reduced digital adoption

BYOD helps employees adjust to new roles quickly. They can use their own familiar devices, minimizing the time to learn new technology. This streamlines the onboarding process and reduces disruptions to their workflow.

Aligning work tools with personal preferences allows for faster tech integration. This ultimately promotes both efficiency and innovation.

Improved productivity

Empowering employees to choose their devices boosts productivity. Employees work more quickly and efficiently when using their own devices, since they already know how to use them. This also means less downtime and better responsiveness when completing work tasks. 

Customizable settings enhance the user experience, enabling employees to optimize workflows. This heightened productivity translates into tangible business outcomes and competitive advantages.

Employee autonomy

BYOD grants employees greater autonomy and ownership over work tools. Employees can choose devices that fit their working style instead of using company-issued devices. This ownership generates autonomy, which drives engagement and accountability within the organization.

Employee morale

BYOD initiatives enhance employee morale and satisfaction by accommodating personal preferences. Using familiar devices reduces the hassle of learning new technologies. This also shows employees that their employer’s trust and respects them. Positive reinforcement creates a conducive work environment where employees feel valued.

Talent acquisition and retention

BYOD enhances talent management strategies. These programs can signal that a company has a modern and flexible work environment. This is attractive to tech-savvy employees who prefer to use their own devices. This flexibility can help build a strong employer brand, making recruiting and keeping top talent easier.

What are the challenges of BYOD?

BYOD workplace policies bring various challenges. From security risks to compliance issues and privacy concerns. Let’s explore these challenges in more detail: 

Increased security risks

Letting employees use their own devices on the company network increases security risks. This makes it easier for hackers to steal data or access things they shouldn’t. Safeguarding sensitive information becomes a critical priority.

Limited IT support

The diverse array of personal devices presents a challenge for IT support. Providing tech support for all the devices and operating systems employees use can be challenging. This can negatively affect user experience and slow down the company’s operations.

Device diversity dilemma

Managing many devices with distinct operating systems and security settings complicates device oversight. Ensuring all these devices work well together is an ongoing challenge for companies.

Employee pushback

Some employees may not want to use their personal devices for work. They might be concerned about privacy or worry that the company will have too much control over their devices. Successfully navigating this resistance is key to properly implementing BYOD policies.

Data ownership and retrieval

BYOD policies need to define who owns what data. They also need a clear way to get company information back from employees when they leave the company. This can be tricky. Balancing organizational data control and individual privacy is critical.

Limited IT oversight

The decentralized nature of BYOD limits IT oversight. Companies need to monitor personal devices for security but must do so in a way that respects employee privacy. This can be a hard balance to achieve.

Navigating compliance and legal standards 

Failure to adhere to legal and compliance standards can quickly turn a good thing bad. This is especially important for those in highly regulated industries (like healthcare or finance). That’s why BYOD policies need to fit with all the legal requirements. This helps reduce the chances of getting in trouble and keeps the company compliant overall.

Lost productivity

Employees might get distracted by personal apps and device features while working. Plus, not all phones, tablets, and laptops are equally powerful. This makes it harder for companies to ensure that all employees can be equally productive when using their own devices.

Data and privacy concerns

Companies need to find a balance between having enough control over devices to keep data safe and respecting employee privacy. Clear policies and open communication can help ease employee concerns about privacy violations.

BYOD vs. other corporate device policies 

Besides BYOD initiatives, various other corporate policies play a big role in how modern companies manage devices.

These policies go beyond a one-size-fits-all approach. They reflect the different strategies organizations use to meet the specific needs of their workers.

These models can be combined with existing policies like BYOD to ensure personal devices are used responsibly. A mix of these methods helps to create a flexible and adaptable foundation to support today’s agile firms.

These policies include:

• CYOD (Choose Your Own Device): Employees can select a device from a pre-approved list. This offers a balance between employee preference and reliable device management for the company.
• COBO (Corporate-Owned, Business-Only): Organizations provide devices that are used exclusively for work-related purposes. This gives the company the most control over device configurations and security.
• COPE (Corporate-Owned, Personally Enabled): The company owns the devices but allows some personal use. This gives employees some flexibility while still letting the company maintain control.

How to ensure safe and secure BYOD practices

Getting a BYOD program up and running can be tough. Tech integrations are complicated, especially for businesses with large-scale operations. The diversity of devices and security considerations in BYOD environments only adds to the complexity. 

One solution is to use BYOD Mobile Device Management (MDM) software. This software gives businesses a central place to manage and control the different aspects of personal devices used at work.

MDM software makes deploying, managing, and monitoring approved devices easier. It includes features to protect company data and enforce security. The software can control apps on employee devices and track their usage. If a device is lost or stolen, it can remotely wipe the data. It also automatically installs security updates and helps companies create compliance reports.

Biometric authentication, like fingerprint or facial recognition, makes BYOD programs more secure. Companies can also use two-factor authentication. This requires employees to verify their identity in two different ways. Managing applications is streamlined through app allowlisting/blocklisting, dictating the permissible apps. 

A VPN can also enhance connection security, ensuring data transmissions are secure. Device encryption provides a safe enclosure for stored data. Whereas jailbreak/root detection features offer a preventive measure against unauthorized device alterations. 

A chain, however, is only as strong as its weakest link. A joint commitment to agile security practices is needed. This is because human error and negligence are prime targets for cyber threats. Purplesec’s research reveals that 97% of companies have faced cyberattacks involving mobile threats and report a 27.4% increase in security breaches within enterprise organizations.

A culture of cybersecurity awareness and accountability should also be made a priority. Active participation from CIOs, CISOs, CDOs, HR personnel, and the company’s employees is needed. When done right, secure BYOD programs create a safe environment for innovation and productivity. Environments where employees can confidently use their devices at work, knowing company data is protected.

The post What is Bring Your Own Device (BYOD)? appeared first on Digital Adoption.

Those at the helm of IT face the brunt of this challenge, with reports from IBM showing that the worldwide average data breach cost rose to USD 4.45 million, marking a 15% increase over three years. Notably, 51% of respondents intend to boost security investments in response to such breaches.

A lack of preemptive measures for mitigating cyber threats can cause a host of negative effects for today’s organizations. This includes data theft, breaches in privacy, regulatory and compliance issues, financial loss, disruptions to critical systems, and irrevocable reputational harm.

This article will highlight the necessity of agile cybersecurity practices for safeguarding data, mitigating attacks, and strategizing a workplace culture ingrained in trust.

What is cybersecurity in the workplace?

Cybersecurity in the workplace describes cultivating a working environment in which end-to-end cybersecurity practices are prioritized and ingrained into all aspects of company culture.

It’s a proactive approach that aims to embed cybersecurity into a company’s ethos, making it an integral part of its identity and operations.

This includes adopting watertight IT security measures around, ensuring regular employee training on handling cyber threats, collaborating closely with HR for workforce awareness, and implementing advanced technologies to safeguard proprietary data. 

However, ESG and ISSA research findings show that 70% of cybersecurity professionals state their organizations feel the effects of a shortage in cybersecurity skills.

Responsibility for addressing these challenges falls not only on the CISO but on EVERY member of the organization. Joint participation must be made to defend against potential cyber risks, ensuring the organization’s confidentiality, integrity, and availability of crucial information.

Why is cybersecurity in the workplace important?

The digital transformation era has seen modern firms leverage the latest tech solutions for re-configuring business models, tailoring their tech portfolios, and underpinning a myriad of key business functions. 

However, a business’s strength is ultimately determined by its most vulnerable aspect. Despite having a sophisticated cybersecurity system, it’s typically human error and carelessness that gives cybercriminals the greatest chance to infiltrate systems and inflict damage.

The widespread use of and reliance on technology, from computers, laptops, smartphones, and the Internet of Things (IoT), provide cybercriminals with various potential attack points.

Businesses manage extensive volumes of crucial data, encompassing personally identifiable information for employees and customers. They also handle authentication data, safeguarding credentials and permissions, financial data linked to transactions, intellectual property housing proprietary patents, and operational data vital for sustaining day-to-day functions. 

A substantial portion of this data pertains to third parties—customers, suppliers, and business partners. This presents an elevated risk factor for organizations, making them more of a target for malicious activities by threat actors.

While a simple internet connection serves as a key conduit for threat actors to exploit vulnerabilities in an enterprise network, not all cyber threats require an internet connection. Some attacks can be initiated through other attack vectors, such as physical access, infected devices, or insider threats. 

Additionally, AAG reports that the pandemic impacted cybersecurity, prompting businesses to swiftly transition employees to remote work environments. This led cybercriminals to exploit network misalignments and security gaps, culminating in a 358% surge in malware attacks in 2020 compared to 2019.

With threat actors having an array of attack vectors at their disposal, including exploiting an organization’s heightened tech investments, evolving work models, and handling critical data, advocating comprehensive cybersecurity practices throughout the organization can not be overstated.

What are the top cybersecurity risks?

According to a 2022 gov.uk survey, phishing stands out as the most prevalent form of breach or attack reported among organizations in the last 12 months. This involves staff receiving deceptive emails or being directed to fake websites. 

The survey also shares: “One of the consistent lessons across this series of surveys has been the importance of staff vigilance, given that most cyber actors use social engineering techniques to gain access to the target organization’s networks.”

Cybersecurity should be a top priority for CIOs due to its critical role in safeguarding sensitive data, maintaining operational continuity, and preserving organizational reputation in the face of evolving cyber threats.

82% of confirmed data breaches against organizations involved the human element, according to new cybersecurity data uncovered by the 2023 Data Breach Investigations Report.

With this in mind, let’s identify the most pertinent causes that compound cybersecurity risks, exploring the various elements that can compromise the digital defenses of individuals and organizations alike:

• Weak credentials and passwords: Inadequate password strength and easy-to-guess credentials create vulnerabilities, providing a potential entry point for unauthorized access.

• Opening dodgy emails: Clicking suspicious links or downloading attachments from unverified sources can introduce malware and compromise the system’s security.

• Oversharing on social networks: Revealing sensitive information on social platforms increases the risk of social engineering attacks, where attackers exploit personal data for unauthorized access.

• Using unsanctioned devices: Accessing company data on personal or unsecured devices, especially with the increasing trend of Bring Your Own Device (BYOD) to work, heightens cybersecurity risks. This practice exposes critical information to potential breaches and compromises, emphasizing the need for stringent security measures—especially in the era of remote work.

• Access through outdated software: Using outdated software increases susceptibility to known vulnerabilities that threat actors can exploit, highlighting the importance of software patches and regular updates.

• Lack of awareness around cyber-safety: Insufficient education and awareness about potential cyber threats make employees more susceptible to unintentional security lapses.

• Remaining vigilant: Cultivating a culture of vigilance involves staying informed, promptly addressing security issues, and encouraging proactive measures to mitigate evolving cybersecurity risks. 

Common types of cyberattacks in the workplace

Understanding the most common types of cybersecurity attacks is crucial for businesses to protect their data, operations, and reputation. 

Recognizing prevalent threats like phishing and malware enables businesses to implement effective security measures, educate employees, and establish robust incident response plans to mitigate risks and maintain trust with customers and stakeholders.

Let’s explore further: 

Phishing attacks

Phishing is a deceitful tactic where cybercriminals craft seemingly legitimate emails or messages to trick individuals into divulging sensitive information. 

These communications often mimic trusted entities like banks or online services, urging recipients to click on malicious links or download harmful attachments. Despite advancements in email filtering and user awareness, phishing remains a prevalent threat, exploiting human vulnerability.

Vigilance and education are paramount to recognizing and thwarting such attacks, as they can lead to data breaches, financial losses, and compromised systems.

Ransomware attacks

Ransomware is a menacing malware that encrypts files on victims’ devices or networks, rendering them inaccessible until a ransom is paid. This malicious software can propagate rapidly across systems, exploiting vulnerabilities in software or leveraging social engineering tactics to infiltrate networks. 

Ransom demands, typically in cryptocurrency, accompany the attack, leaving victims with a dire choice: pay up or risk permanent data loss. 

Businesses and individuals face substantial risks from ransomware attacks, necessitating robust cybersecurity measures, regular data backups, and comprehensive incident response plans to mitigate the impact and prevent future occurrences.

Malware infections

Malware, a broad category encompassing various forms of malicious software, poses a significant threat to computer systems and networks worldwide. 

From viruses and worms to Trojans and spyware, malware can infiltrate devices through infected files, compromised websites, or deceptive email attachments. Once installed, malware can execute various harmful activities, including data theft, system corruption, and unauthorized access. 

Defending against malware requires a multi-layered approach, incorporating antivirus software, regular system updates, user education, and cautious online behavior. Despite these defenses, the ever-evolving nature of malware demands constant vigilance and adaptation to emerging threats.

Man-in-the-Middle (MitM) attacks

Man-in-the-Middle (MitM) attacks exploit vulnerabilities in communication channels to intercept and manipulate data exchanged between parties without their knowledge. Inserting themselves into the communication flow allows attackers to eavesdrop on sensitive information or alter messages to serve their nefarious purposes.

MitM attacks can occur in various contexts, including unsecured Wi-Fi networks, compromised routers, or hostile software installed on devices. To mitigate the risk of MitM attacks, organizations and individuals should employ encryption protocols, utilize secure communication channels, and remain vigilant for signs of tampering or unauthorized interception.

Denial-of-Service (DoS) and Distributed Denial-of-Service (DDoS) attacks

Denial-of-Service (DoS) and Distributed Denial-of-Service (DDoS) attacks aim to disrupt the availability of online services by overwhelming them with an excessive volume of traffic or requests. In a DoS attack, a single source floods the target with traffic, while a DDoS attack employs multiple distributed sources, often coordinated through botnets. 

These attacks can result in service downtime, financial losses, and damage to an organization’s reputation. Defending against DoS and DDoS attacks requires robust network infrastructure, traffic monitoring systems, and rapid response capabilities to mitigate the impact and restore service availability.

How to mitigate cyberattacks in the workplace

Mitigating cyberattacks and upholding a strong security posture across the organization is easier said than done. 

Navigating a sea of changes, whether staying atop the latest in innovative tech, adjusting to new working norms in a post-pandemic world, or adapting to changing customer expectations, brings a host of challenges even the most strategic organization cannot predict.

Any transition in which processes, people, or technologies transform will create vulnerabilities for threat actors to target. 

These periods of change, characterized by adjustments and uncertainties, become ripe opportunities for cyber attackers to exploit gaps, emphasizing the need for heightened cybersecurity measures during such transformative phases.

Tessian’s Psychology of Human Error report reveals that a quarter of respondents admitted falling for phishing scams. Distraction emerged as the leading cause, noted by 47% of participants, and a substantial 57% claimed increased distraction while working from home.

As such, mitigating cyber threats involves integrating the following practices into your digital routine:

• Stay vigilant for any unusual activity, promptly reporting it through an incident reporting protocol for swift resolution.

• Maintain robust password management, ensuring digital credentials are regularly updated for heightened security.

• Enhance account security with multi-factor authentication (MFA), adding an extra layer of protection to your digital identity.

• Keep access information confidential, treating it with the utmost privacy to prevent unauthorized entry. Enable auto-lock on your devices and refrain from leaving them unsupervised.

• Exercise caution with digital correspondence, sticking to emails and attachments from known and trusted sources to avoid potential cyber threats.

• Navigate the digital spaces responsibly using authorized software and hardware, avoiding personal installations to maintain the overall network integrity.

• Keep your digital environment up-to-date by promptly addressing outdated software and minimizing potential vulnerabilities.

• Safeguard your digital work by making regular backups of company data, ensuring a quick recovery in case of any security incidents.

• Secure your online presence, especially when working remotely, by fortifying your internet connection through measures like virtual private networks (VPNs) and encrypted communication channels.

Tips for building a cybersecurity-focused workplace culture

Creating a workplace cybersecurity culture is essential for promoting awareness, reducing vulnerabilities, and ensuring the resilience of organizational systems against cyber threats.

Most businesses recognize that a robust cybersecurity culture protects their interests and enhances their reputation and credibility in the eyes of clients and partners.

However, implementing and sustaining such a culture requires ongoing education, regular training, and clear communication of policies and procedures to ensure that every employee understands their role in maintaining a secure work environment.

Let’s explore some vital tips for building a cybersecurity-focused workplace culture: 

Develop a comprehensive security strategy

Developing a comprehensive cybersecurity strategy is imperative to ensure security is thoroughly embedded into company culture at every level, and preparations have been made to thwart an array of potential threats. 

This strategic framework establishes robust technical defenses, which in turn helps to cultivate a cybersecurity-conscious culture. 

Implementing a cybersecurity strategy assists leaders in promoting awareness, education, and shared responsibility for data protection. This will help build a resilient and vigilant workforce that prioritizes security in a structured and systematic way. 

Prioritize a learning culture

Prioritizing the cultivation of a culture of education around cybersecurity is the bread and butter of good practices. The overall risk landscape diminishes when users know how to recognize and mitigate threats properly. 

Regular training sessions covering phishing awareness, secure password practices, incident response protocols, and ongoing communication channels within the cybersecurity strategy provide employees with practical skills and knowledge. 

This empowers them to actively contribute to the organization’s defense against evolving cyber threats, turning education into a tangible solution for bolstering cybersecurity within the workplace.

Promote awareness

Effective communication is crucial for fostering a cybersecurity-aware workplace culture. To achieve this, disseminate information on cyber threats, preventive measures, and reporting protocols through newsletters, posters, and emails. Encourage open dialogue, enabling employees to freely express security concerns or queries. 

A collaborative environment emerges by promoting awareness and transparency, wherein each individual actively contributes to safeguarding the organization. This approach enhances security measures and instills a sense of collective responsibility among the workforce.

Educate continuously

Ensure your team remains sharp by organizing regular cybersecurity training sessions. These sessions are crucial for equipping everyone with the latest knowledge of cyber threats and best practices to mitigate them. Investing in ongoing education empowers employees to stay vigilant and proactive in safeguarding company assets and data. 

Fostering a culture of continuous learning and preparedness within your organization is a cornerstone for enhancing resilience against the ever-evolving landscape of cybersecurity challenges.

Encourage collaboration

Cybersecurity demands collective vigilance, necessitating a team effort. Cultivate a collaborative culture where employees can share insights, report suspicious activities, and participate in security initiatives. 

Breaking down silos and promoting teamwork bolsters your organization’s security posture, enhancing resilience against cyber threats. Emphasize the importance of shared responsibility and active participation in safeguarding digital assets to fortify defenses and mitigate risks effectively.

Lead by example

Leadership plays a pivotal role in shaping the cybersecurity culture within an organization. When executives and managers prioritize security measures, it sends a resounding message across the organization. 

Their commitment to cybersecurity principles instills trust and motivates employees to adhere to best practices. Fostering a culture where security is embedded in every facet of operations establishes a strong foundation for protecting sensitive information and mitigating cyber risks effectively, showcasing leadership’s commitment to cybersecurity principles.

Incentivize compliance

Acknowledge and incentivize exemplary cybersecurity behavior to cultivate positive habits and ensure compliance with security protocols. Establish incentive programs that recognize employees for their vigilance, whether by reporting phishing attempts or adhering to password policies. 

Offering tangible rewards and recognition emphasizes the importance of cybersecurity within the organization, fostering a culture where it is valued and prioritized. Such incentives serve as potent motivators, encouraging active participation in safeguarding sensitive information and upholding security standards. 

Cybersecurity in the workplace: A prerequisite for security and innovation

According to a Deep Instinct and Sapio Research study, 75% of security professionals noted an increase in cyber attacks over the past year, and 85% attribute this surge to malicious actors employing generative AI.

These statistics underscore the significant impact of cyber threats on organizations, indicating a concerning rise in attacks. 

Moreover, cybersecurity is the foundation upon which businesses can innovate confidently and with agility. Organizations prioritizing robust security measures create a safe environment conducive to experimentation and advancement. 

With a solid cybersecurity framework in place, businesses can explore new technologies, embrace digital transformation initiatives, and develop innovative products and services without compromising data integrity or risking exposure to cyber threats.

With that in mind, it’s evident that businesses must remain vigilant and continually adapt their cybersecurity strategies to mitigate the evolving threat terrain. But it’s easier said than done, as navigating the complexities of cybersecurity requires a comprehensive approach encompassing technology, education, and proactive risk management strategies.

Customers expect businesses to prioritize cybersecurity measures, safeguard sensitive data, and ensure a secure online experience to maintain trust and loyalty. So, this should be the focus for all organizations striving to uphold their integrity, protect their stakeholders, and sustain long-term success in an increasingly digital world.

The post Cybersecurity in the workplace: A guide for security and innovation appeared first on Digital Adoption.

Decades of developments in computer science have now made it possible to train computers to mimic intelligence in much the same way a human can.

Data availability has made AI’s potential possible. AI systems rely on these large data sets, which act as the building blocks underpinning their technologies. 

With decades of patient data now at their fingertips, healthcare providers have all the pieces in place to leverage AI. From aiding diagnosis accuracy and supporting treatment recommendations, AI’s positive impacts in healthcare only work to cement its potential.

This article will explore AI in healthcare, how it’s being used, and real-world examples. We will also examine the benefits and challenges of AI in healthcare and the future of this thriving industry. 

What is AI in Healthcare?

AI in healthcare involves utilizing computer systems trained on data to accelerate the speed and accuracy of healthcare capabilities.

AI systems are underpinned by key technologies, such as machine learning (ML), deep learning (DL), and natural language processing (NLP), to create faster and more reliable healthcare technologies.

These systems are a step from traditional healthcare software, with intelligent actions that identify patterns, contextualize language, and self-improve. For healthcare professionals globally, AI’s potential applications tease immense promise—potentially covering everything from earlier disease detection to personalized medicine.

Research shows that AI algorithms can now detect medical anomalies like tumors and diseases more accurately than healthcare professionals. 

The National Library of Medicine “expects limited use of AI in clinical practice within five years and more extensive use within ten years.” However, they emphasize the degree to which it’ll be used, stating, “AI systems will not replace human clinicians on a large scale, but rather will augment their efforts to care for patients.”

How is AI being used in healthcare today?

Research by Prudent Markets shows that the AI healthcare market was valued at USD 4.88 billion in 2020 and is projected to reach $ 88.26 billion by 2028.

While groundbreaking applications like robotic surgery and universal access to AI-powered healthcare remain beyond the horizon, AI’s impact on healthcare is already evident. 

Here’s how AI is currently transforming healthcare today:

Enhanced diagnostic accuracy

AI algorithms can analyze medical images like X-rays, MRIs, and mammograms. This assists healthcare professionals in identifying subtle abnormalities that might be missed by the human eye, leading to earlier and more accurate diagnoses of diseases like cancer and heart disease.

Automated workflows and administrative tasks

AI can automate manual, time-consuming administrative tasks, such as scheduling appointments, generating reports, and managing patient records. Healthcare professionals can focus on enriching tasks like personalizing patient care and developing comprehensive treatment plans.

A new HETT report sheds light on a growing burden for UK healthcare professionals. The study surveyed 1,000 doctors, nurses, and other healthcare workers, revealing that they spend an average of 13.5 hours per week generating clinical documentation. 

Data-driven treatment decisions

Instead of countless hours sifting through patient information, AI can analyze vast medical histories, genetic data, and lifestyle factors. 

With this information, healthcare professionals can better understand their patients and make more informed treatment decisions backed by data. This potential can lead to improved treatment effectiveness and reduced side effects, truly reimagining patient care.

Drug discovery and development

AI increases drug discovery by analyzing vast molecular databases to identify potential drug candidates. This can significantly speed up the development of new medications to treat a wide range of diseases. AI can also predict how patients respond to different medicines, allowing for more targeted treatment plans.

Real-world examples of how AI is impacting healthcare

As we know, AI is making waves in its potential to enhance patient outcomes drastically. 

Let’s explore some real-world examples:

1. The UK leverages AI for early lung cancer detection 

The UK government has granted £21 million of funding to 64 NHS hospitals across England to introduce AI tools that speed up the diagnosis and treatment of lung cancer.

NHS employees can expect efficiency to increase and waiting times cut through AI tools that can analyze X-rays and CT scans. With over half a million monthly chest X-rays performed in England, AI is expected to help alleviate long-standing pressure on the NHS.

Elsewhere, over 90% of stroke networks in England are now using AI tools. This technology can cut treatment time in half for some patients, which means faster care and a better chance of recovery.

“AI is already being used in the NHS to halve treatment times for stroke patients and to assist doctors in analyzing brain scans, reducing the time between admission and treatment by more than one hour – saving valuable staff time and improving patient recovery,” says Steve Barclay, the UK’s Health and Social Care Secretary.

The UK government is investing significantly in healthcare with a £123 million boost for 86 different AI technologies. 

AI tools like Brainomix e-Stroke speed up stroke diagnosis by an hour, potentially saving lives. Plus, a program called AI-Airlock lets hospitals test the latest AI tech before it’s officially approved, so patients get access to these advancements sooner. To ensure fairness for everyone, they’re also developing AI that uses diverse data to avoid bias.

2. FSU develops AI to help older patients understand test results

The US Department of Health and Human Services’ (HHS) Agency for Healthcare (AHRQ) gave a Florida State University-based research team the green light to go ahead and develop a new AI tool.

The HHS and AHRQ granted the FCU research team a $1 million grant to help older patients better understand and contextualize their medical test results. Dubbed “LabGenie,” this AI solution will also formulate potential questions patients can ask care providers to understand the bigger picture. 

Made up of generative AI and large language models (LLMs), the research team at FCU categorizes its AI project into four main aims—all culminating in enhanced patient care and engagement. 

In their project description, the FCU states, “Our long-term goal is to apply these novel technologies and approaches in the design of patient decision aids or patient portals to improve patient engagement and shared decision making among at-risk populations, with the ultimate goal of improving health outcomes.”

3. Scientists at Ohio State University use AI to mimic clinical trials

A team of scientists at Ohio State University is developing an AI system capable of mimicking clinical trials to identify potential treatments for stroke prevention. 

The researchers leveraged huge non-identifiable data sets submitted by healthcare professionals to train the AI. Because of the huge input of generalized data, Ohio State scientists can teach the system to hone in on specific health conditions and simulate potential treatment options. 

Researchers focused on simulating the causal effects of stroke-patient therapy along with tailored treatment recommendations.

Ruoqui Liu, PhD student of Professor Ping Zang at Ohio State, said, “Our model could be an acceleratory module that could help first identify a small group of candidate drugs that are effective to treat a disease, allowing clinicians to conduct randomized clinical trials on a limited scale with just a few drugs,”

What are the benefits of AI in healthcare?

AI’s potential to transform healthcare is undeniable. From earlier disease detection to revolutionizing drug discovery, AI promises faster, more accurate diagnoses and highly personalized treatment plans.  

Its ability to analyze vast amounts of data and learn complex patterns could lead to breakthroughs in patient care. 

Let’s explore the incredible benefits AI could bring to the world of healthcare:

Improved diagnosis 

AI excels at analyzing vast amounts of medical data. It can spot subtle problems in images like X-rays or MRIs that a human eye might miss. This leads to earlier and more accurate diagnoses, giving patients the best chance for successful treatment.

Enhanced workflows

AI takes over repetitive, time-consuming tasks. This includes scheduling appointments, filling out forms, and writing reports. Doctors and nurses gain back precious time to focus on what matters most: caring for patients.

Personalized treatment

AI doesn’t offer one-size-fits-all solutions. It analyzes a patient’s medical history, genes, and lifestyle to suggest the best treatments. This customized approach leads to better results and fewer side effects.

Accelerated drug discovery

Finding new medicines is slow and expensive. AI changes that. It can search enormous databases of molecules to identify potential drug candidates much faster than traditional methods.

Empowered patients

AI tools break down complex medical information. Patients can better understand their test results, diagnoses, and treatment options. This knowledge empowers them to be active partners in their own healthcare.

What are the challenges of AI in healthcare?

Before AI is implemented, material challenges, risks, and concerns must be addressed, especially in a field as significant as healthcare.

The potential for AI to make mistakes and hallucinate couldn’t be more dangerous. Even minor errors can have life-altering consequences for patients. Data and privacy concerns around patient data used to train and operate these AI systems also raise ethical questions.

Below, we explore common challenges that complicate AI’s influence in healthcare realms: 

Accuracy isn’t guaranteed

Even sophisticated AI systems can make mistakes, especially if they learn from flawed or incomplete data. In healthcare, where lives are at stake, these errors raise significant concerns.

Data privacy is a major challenge

AI thrives on vast amounts of sensitive patient information. Ensuring this data is protected from breaches and misuse is crucial, raising ethical questions about ownership and control.

Building trust is essential

Patients and doctors may understandably hesitate to rely solely on AI recommendations, especially for critical decisions. Trust requires transparency, explainability, and a proven track record of reliability.

Understanding AI’s “black box” is a hurdle

It can be difficult to grasp how AI algorithms reach conclusions. This lack of transparency can make it difficult to explain decisions, identify biases, and ensure accountability.

Regulation needs to adapt

The rapid pace of AI development challenges existing laws and guidelines. Clear rules are required to balance innovation with patient safety and ethical considerations.

AI in healthcare going forward

The relationship between AI and content creation or marketing does not hold the same weight as it does for healthcare. Medical decisions can—quite frankly—be the difference between life and death situations.

The Medicines and Healthcare Products Regulatory Agency (MHRA) in the UK recently announced its strategic approach to artificial intelligence (AI). 

The strategy prioritizes both patient safety and continued industry innovation through 2030. This is achieved through a framework built on key principles, some of which include “safety, security, and robustness” alongside “fairness, accountability, and governance.”

AI systems are still prone to the many concerns and challenges are known today. Unchecked privacy concerns, bias, and misinformation all pose risks and can lead to a cascade of negative consequences.

With Google recently stating that its Med-Gemini AI Beats GPT-4, implementing AI in healthcare seems like a no-brainer. Their AI-powered healthcare models have demonstrated the ability to understand patient health stories, including how symptoms unfold.

If designed right, the benefits to global medical care are immeasurable. With trust in AI established, healthcare professionals will be empowered to fast-track innovation and ultimately delve deeper into exploring life sciences.

The post Exploring the impact of AI in healthcare appeared first on Digital Adoption.

AI software can supercharge your team by handling the mundane stuff, freeing you and your people up for the creative work that matters. Meanwhile, it’s digging deep into your data, finding hidden patterns and opportunities you’d probably never see on your own.

Investing in AI software isn’t about maintaining the status quo. It’s about seizing new opportunities, dominating your market, and leaving competitors in the dust.

With that in mind, this article will explore the 15 best AI software that drives business value. We’ve broken them down into five simple categories to help you get started. 

What is AI software?

AI software is a computer program designed to mimic intelligent human abilities. 

Traditional software relies on fixed, rule-based inputs. AI software, however, can process new and existing information. It learns from data, reasons logically, and makes decisions more accurately and quickly than a person could.

Today, businesses are using AI software to enhance many business functions. From cybersecurity to healthcare, AI software is opening up new levels of potential and productivity. This includes automating tasks, understanding customer needs, and creating innovative solutions that generate new value.

AI operates in both back-end and front-end environments. Back-end applications often focus on process automation and data analysis, while AI powers many customer-facing experiences. 

AI software provides a user-friendly interface to these AI capabilities, tailoring them for specific tasks. It transforms complex AI technologies into accessible tools that individuals and businesses can directly interact with.

Top 15 AI Software Solutions for Industry Professionals

Now that you understand AI software, let’s explore the top 15 AI tools used by businesses across industries. These tools enhance productivity in ways that were previously impossible.

The list is divided into categories: NLP, machine learning, data analysis and insights, sales and marketing automation, and virtual assistants.

Despite their promise, AI systems can still be prone to errors such as inaccurate outputs, hallucinations, bias, and data privacy issues. This highlights the need for careful implementation and human oversight. Always verify AI outputs to prevent misinterpretations or harmful consequences.

Natural language processing (NLP) and conversational AI:

Kore.ai

• G2 rating: 4.7/5 (300)
• Pricing: Custom 

Kore.ai, an Orlando-based AI innovator, consistently pushes boundaries in conversational AI. With 400+ Fortune 2000 clients and a strong network of offices across Europe, Asia, and the Middle East, Kore.ai has been a leading provider of advanced AI solutions for decades.

Their sophisticated enterprise chatbots and virtual assistants earned G2’s top spot for Best AI Products in 2024. Key features include no-code/low-code tools for building generative AI apps, a drag-and-drop interface, and powerful natural language processing. 

Companies choose Kore.ai for its ability to scale, customization options, and 24/7 customer support automation.

ChatGPT

• G2 rating: 4.7/5 (509)
• Pricing: Custom 

ChatGPT’s explosion in popularity since its November 2022 launch put a spotlight on the real-world potential of AI. 

Developed by OpenAI, this chatbot’s ability to hold detailed conversations, translate languages, and even write creatively shocked the world. Its record-breaking adoption of over 100 million users shows how it’s impacting both business and public spheres. 

Popular language learning app Duolingo is leveraging OpenAI’s GPT-4 for globally accessible, high-quality education. These features, including realistic conversational scenarios and new language practice exercises, will be part of the Duolingo Max premium subscription.

Synthesia

• G2 rating: 4.7/5 (1,375)
• Pricing: Custom 

Synthesia’s AI-powered platform offers a novel approach to video generation. By bypassing traditional filming, users provide a script and select a digital avatar. 

Synthesia’s AI engine leverages Machine Learning (ML) to generate realistic videos. It employs Natural Language Processing (NLP) to analyze the script, enabling the chosen avatar to deliver the content with natural-sounding speech and synchronized lip movements. 

This technology streamlines the video creation process, eliminating the need for expensive equipment and production crews. The platform also includes a range of avatars and supports multiple languages, allowing for tailored and inclusive content creation.

Drift

• G2 rating: 4.4/5 (1,166)
• Pricing: Premium, Advanced, and Enterprise.  

The Drift conversational AI platform helps businesses tailor the end-to-end customer journey.

Disrupting the traditional chatbot experience, Drift’s AI understands the nuances of conversation. It deciphers the intent behind a website visitor’s questions, delivering helpful information that feels more like talking to a savvy assistant.  

AI software analyzes how visitors interact with the site, identifying who’s merely browsing and who’s ready to buy. This real-time lead scoring takes the guesswork out of sales efforts. 

Drift also plays nice with your existing CRM system, so those valuable leads flow into the sales pipeline.

Machine learning platforms

Vertex AI 

• G2 rating: 4.4/5 (370)
• Pricing: Premium, Advanced, and Enterprise.  

Vertex AI is an intuitive machine learning (ML) platform that helps companies build, train, and deploy models. It enables teams to develop generative AI-powered applications more efficiently, with various tools and solutions for creating seamless ML workflows. 

This includes fully managed tools like pre-trained APIs, debugging features, code completion, MLOps tools, and data science workflows.

For example, Vertex AI’s AutoML models automate selection while forecasting tools skillfully predict trends and spot anomalies. The cloud-driven Vertex AI Workbench can also streamline ML workflows. Overall, Vertex AI’s easy-to-use UI empowers developers to build, deploy, and leverage AI all in one place.

SAS Viya

• G2 rating: 4.4/5 (771)
• Pricing: Custom.  

SAS Viya is a trusted cloud-native AI and analytics platform that debuted in 2016.

This leading data management bi-platform goes beyond traditional analytics. SAS Viya offers a user-friendly, drag-and-drop interface that empowers data scientists and business analysts across the entire data lifecycle—from data prep to deployment. 

SAS Viya can be integrated with Python and R, allowing users to leverage their preferred coding expertise. The AI software enables automated data preparation, advanced analytics with machine learning and deep learning, and simplified model deployment. 

Built for scalability and security, SAS Viya tackles massive datasets while prioritizing data governance. This contributes to pin-point decision-making and the ability to scale operations safely and confidently.

IBM Watson

• G2 rating: 4.2/5 (162)
• Pricing: Custom.  

In their DeepQA project, IBM researchers aimed to develop a computer system capable of performing at “human expert levels” regarding “precision, confidence, and speed at the Jeopardy quiz show.”

Years of research culminated in the creation of IBM Watson in 2011. This AI-powered bot platform employs NLP, Natural language understanding (NLU), and ML techniques to enhance customer care. This includes automating customer-facing tasks, such as issue resolution and round-the-clock chatbots that can quickly answer complex questions.

These algorithmic techniques combine to create a robust architecture, empowering Watson to learn and adapt over time. Ultimately, IBM Watson helps establish increasingly sophisticated customer experiences across various digital mediums.

In 2023, IBM unveiled IBM Watsonx, a generative AI empowering organizations to leverage the power of generative models for various tasks. This includes creating custom AI applications, managing all data sources, and accelerating responsible AI workflows.

Claude

• G2 rating: 4.7/5 (22)
• Pricing: Custom.  

Following in the footsteps of AI chatbots like ChatGPT, Claude, developed by Anthropic AI, is another contender entering the market. Launched in 2023, Claude’s multilingual processing makes it suitable for customer service chatbots and easily handles inquiries in multiple languages. 

Its code generation and analysis features also have the potential to aid in software testing, automatically identifying potential bugs and suggesting fixes. 

Anthropic recently announced the release of its upcoming iOS app and team subscription plan. This could streamline communication and collaboration workflows, boosting productivity across distributed teams.

Data analysis and insights

Saturn Cloud

• G2 rating: 4.9/5 (265)
• Pricing: Custom.  

Saturn Cloud assists enterprise teams with its award-winning AI solutions for developing, training, and deploying machine learning models.  

With over 100,000 users, including industry leaders like Nestle and NVIDIA, this cloud-based service streamlines workflows by eliminating the need for complex infrastructure setups. 

Providing a single environment for teams, Saturn Cloud allows data scientists access to cloud-hosted Jupyter notebooks for complex analyses on large datasets. Dask’s parallel processing and on-demand GPU acceleration conquer large-scale projects and complex models, all while supporting both Python and R.

Saturn Cloud features also deliver automated data versioning and experiment tracking, ensuring data integrity and efficient project management.

Birdeye

• G2 rating: 4.8/5 (2,624)
• Pricing: Custom.  

Birdeye is an industry-leading platform for enhancing customer experiences, social media, and reputation management. This e-commerce-focused AI-driven platform provides over 150,000 businesses with the data and tools to attract, retain and captivate customers.

The Toronto-based company, tailored for multi-location brands, utilizes AI software in several offerings. Its AI features go beyond social media management, helping you connect with customers, build relationships, and ultimately strengthen your online presence and marketing strategy.

Birdeye’s AI can also analyze customer reviews to identify trends and sentiment, providing valuable insights to improve brand reputation.

Grammarly

• G2 rating: 4.7/5 (8,458)
• Pricing: Custom.  

Launched in 2009, Grammarly is a go-to AI-powered writing assistant trusted by over 30 million users and 50,000 teams. 

Grammarly integrates with various platforms, such as Google Workspace, as a real-time editor for emails, documents, and web forms. Grammarly’s strength is its mastery of natural language processing (NLP). 

This AI technology allows Grammarly to analyze your writing in real time, offering advanced grammar and punctuation corrections, suggesting vocabulary enhancements for clarity, and even helping you tailor your writing style and tone to specific audiences. 

Grammarly also offers an AI plagiarism detector to ensure your work is original. These AI functions are delivered across various platforms, empowering users to produce work with confidence and consistency.

Sales and marketing automation

Intercom 

• G2 rating:  4.5/5 (2,969)
• Pricing: Custom.  

Intercom is an AI-powered platform for service teams that helps maximize productivity, efficiency, and customer service capabilities.

AI chatbots offer conversational assistance to address customer concerns, queries, and questions. Specializing in business messaging, customer service teams can preemptively address customer issues in real time.

Intercom’s collaborative inbox is a shared workspace where teams can manage all customer conversations from email, chat, social media, and more in one unified environment. 

The AI co-pilot acts as your virtual assistant within the inbox, suggesting relevant knowledge base articles, canned responses, and the next best actions based on the conversation history. 

It can even automate mundane tasks like data entry, allowing service agents to focus on answering high-value customer questions and nurturing stronger relationships.

Pareto

• G2 rating: 4.8/5 (170)
• Pricing: Custom. 

Pareto is an award-winning data-labeling platform bringing AI capabilities to 0.01% of data workers worldwide. 

This talent-first platform helps design AI methods for task automation, such as web scraping, data collection, and lead generation. Teams can then refocus on more strategic analysis, like digging into the data and figuring out what it means. 

Plus, Pareto’s AI can connect with various data sources, so you can build custom workflows that pull information from all your different systems. 

TessAI is Pareto’s powerful AI engine connecting various data sources to create custom workflows. This can help data specialists get a complete picture of what’s happening and make more targeted decisions.

Qualified

• G2 rating:  4.9/5 (988)
• Pricing: Growth, Premier and Enterprise. 

Qualified AI and Pipeline Cloud Platform combine to create Qualified. This leading platform helps maximize web conversions and pipeline generation with its complete AI solution for B2B websites. 

Qualified integrates with your existing website and uses AI to analyze visitor behavior. Based on these insights, Qualified predicts which visitors will most likely convert, allowing your sales team to prioritize the most promising leads. 

Qualified’s AI offerings are best showcased in its suite of tools – the Pipeline Cloud. These tools engage visitors with real-time conversations for immediate qualification, provide 24/7 support using intelligent chatbots, and instantly connect hot leads with sales through streamlined meeting scheduling. 

The platform even personalizes website content dynamically and reveals high-intent visitors, ensuring your sales team focuses on the most promising prospects.

Virtual assistants and customer service

Hour One

• G2 rating:  4.5/5 (118)
• Pricing: Free Trial, Growth, Business and Enterprise. 

Hour One revolutionizes video creation, shattering the time and resource constraints that traditionally held businesses back. Imagine generating professional-quality explainer videos, product demos, or training materials in a fraction of the time it typically takes. 

Hour One makes this a reality, empowering businesses to produce high-volume video content that engages, informs, and converts.  Think of it like this: those time-consuming struggles with expensive crews, editing software, and tight deadlines become a thing of the past. 

Hour One utilizes cutting-edge AI, letting you create polished videos directly from your script.  Customization is simple, with pre-designed templates or the flexibility to develop your own unique style.

AI software: science-fiction to the real world

The transition of AI from science fiction to a tangible business tool is undeniable. 

The potential benefits are vast – streamlined operations, deeper insights, and enhanced customer experiences. However, businesses must select the right AI software and implement it thoughtfully to maximize these benefits while navigating potential risks.  

Due to AI’s rapidly evolving nature, an agile approach is crucial. Businesses that invest wisely, continuously monitor the impact of AI solutions and adapt their strategies accordingly will thrive in this new era of innovation. 

The post AI Software: 15 Best AI products for 2024 appeared first on Digital Adoption.

It relies on core technologies such as machine learning (ML), deep learning (DL), NLP, and NLU. These technologies create intelligent systems and algorithms that can learn from experience. 

Recent advances in AI have sparked widespread interest across business and broader society. The limits of AI  show no bounds, with skyrocketing investments continuing industry-wide. According to Statista, the AI market is projected to grow from $200 billion in 2023 to over $1.8 trillion by 2030.

This article explores real-world examples of AI in action. We’ll focus on various ways AI is being used, from small-scale activities to widespread adoption. Then, we’ll look at ten of the most important AI examples in the real world. 

10 Real-world examples of artificial intelligence

Artificial intelligence has been around for a while. It’s already garnered mainstream media attention and is evolving at breakneck speed. But are we taking advantage of its full potential? 

Understanding AI’s real-world applications and how it’s transforming industries is essential to maximizing the technology’s potential. 

To understand AI’s capabilities in the modern world, we’ve broken down the top ten real-world examples of AI by industry. 

Let’s explore the top ten examples of AI by industry:

AI in eCommerce

eCommerce is a prime example of AI’s transformative power. From personalized product recommendations to intelligent search, AI streamlines the shopping experience. 

It analyzes customer data to predict buying patterns, helping businesses tailor offers and boost sales. AI-powered chatbots provide 24/7 customer support, improving satisfaction. 

Even inventory management is optimized with AI, predicting demand and preventing stockouts. AI’s continuous learning and adaptability mean it’s constantly improving. It makes eCommerce smarter, faster, and more customer-centric. 

Real-world example

Stitch Fix, an online clothing retailer, heavily relies on AI. Their algorithms analyze a customer’s style quiz, feedback, and purchase history to recommend personalized clothing selections. This data-driven approach elevates the shopping experience and increases customer satisfaction.

AI in education

AI is making inroads into the education sector by offering adaptability and individualization. AI-powered platforms can analyze student data to pinpoint strengths and weaknesses. 

This ensures learning resources and practice questions are aligned with their needs. It also helps students learn independently, leading to better engagement and outcomes.

Real-world example

Knewton Alta is an adaptive learning platform used in higher education. It uses AI to customize course materials and assessments based on each student’s performance. This ensures a more personalized and effective learning journey.

AI in lifestyle

AI integrates into our daily lives, offering unparalleled convenience, personalization, and insights. From smart home devices to personalized content recommendations, AI subtly enhances our lifestyle experiences. 

AI-powered voice assistants like Alexa allow us to control various home devices with simple voice commands. These assistants can learn our habits to automate tasks and personalize experiences. 

Streaming platforms like Netflix and Spotify leverage AI to analyze our preferences. They suggest movies, shows, and music that align with our tastes. 

Real-world example

Smart thermostats like Nest use AI to learn your temperature preferences over time. This allows them to create energy-efficient schedules, lowering your bills and reducing your carbon footprint.

AI in navigation

AI is revolutionizing navigation, making travel safer, more efficient, and more accessible. GPS systems use AI to analyze real-time traffic data, predict congestion, and suggest the fastest routes. 

Self-driving cars rely on AI-powered systems for object detection, path planning, and decision-making. AI is also improving navigation for those with disabilities. It does this by integrating voice commands and personalized routing options.

Real-world example

Google Maps is a prime example of AI in navigation. It uses machine learning to analyze massive amounts of traffic data. This provides users with accurate travel times, alternative routes, and even warnings about potential slowdowns.

AI in robotics

AI is pushing the boundaries of what robots can do. It transforms them from machines that perform repetitive tasks to intelligent collaborators. AI enables robots to perceive their environment through advanced sensors and computer vision. This allows them to adapt to changes and make decisions in real time. 

Machine learning helps robots improve their performance over time and optimize movements. AI also drives advancements in natural language processing, enabling more seamless interactions.

Real-world example

Amazon’s warehouses use thousands of AI-powered robots called “Kiva bots.” These robots use computer vision and machine learning algorithms to navigate the warehouse, retrieve storage pods, and deliver them to human workers for picking and packing. This system has significantly increased efficiency and accuracy in Amazon’s order fulfillment process.

AI in healthcare

AI is poised to revolutionize the healthcare industry, improving diagnosis, treatment, and patient outcomes. 

AI-powered systems can analyze vast amounts of medical data, including images like X-rays and MRIs, to detect patterns the human eye might miss. This aids in the early diagnosis of diseases like cancer. AI can also develop personalized treatment plans based on a patient’s medical history, genetics, and other factors. 

AI-powered virtual assistants and chatbots can even provide patients with initial triage and support, freeing up medical professionals for more complex cases.

Real-world example

IBM Watson for Oncology is an AI-powered system that assists oncologists in making more informed treatment decisions. It analyzes patient data, medical literature, and clinical guidelines to provide evidence-based recommendations tailored to each case.

AI in gaming

AI is vital in modern game development, leading to more immersive and dynamic gaming experiences. 

AI drives the behavior of non-player characters (NPCs), making them more lifelike and unpredictable. They can learn and adapt to player actions, creating a sense of challenge and realism. 

AI algorithms can also generate game worlds, levels, and content, ensuring no two playthroughs are identical. They analyze player data to personalize difficulty settings and tailor gameplay experiences.

Real-world example

The game “The Last of Us Part II” features incredibly realistic and adaptive enemy AI. Opponents actively strategize, communicate with each other, flank the player, and react dynamically to environmental changes. This results in incredibly tense and challenging encounters that feel far less scripted than in many similar games.

AI in social media

AI is deeply embedded in the social media landscape, shaping how we interact with content and each other. It plays a significant role in what you see on your feeds. Algorithms analyze your interests, behaviors, and connections to personalize content recommendations. 

AI also helps moderate online communities and flag harmful content that violates platform guidelines. AI-powered chatbots can now provide customer service, answer FAQs, and engage directly with users.

Real-world example

TikTok’s Creative Assistant showcases how AI augments social media creation. It analyzes trends, popular formats, and successful content on the platform. This lets the Creative Assistant help users with idea generation, script writing, and tailoring their content for the TikTok audience. This AI-powered tool simplifies the creative process and allows users to produce videos with a better chance of going viral.

AI in finance

AI is revolutionizing the financial industry, enhancing decision-making, improving efficiency, and combating fraud. AI algorithms can analyze vast datasets of financial information to uncover patterns and insights that humans might miss. 

AI-powered systems are used to develop credit scoring models that assess risk more accurately. This opens lending opportunities for underserved individuals. AI also drives the creation of high-frequency trading algorithms that execute trades at lightning speed based on real-time market conditions.

Real-world example

Companies like ZestFinance use AI to create alternative credit scoring models. These models analyze non-traditional data points, expanding financial access to those with thin credit histories or past financial difficulties.

AI in automobiles

AI is fast changing how we interact with and experience our cars. Self-driving vehicles heavily rely on AI systems to perceive the environment. They do this through cameras, sensors, and lidar. 

These systems use computer vision and machine learning to identify objects, navigate roads, and make real-time driving decisions. AI also enhances assistance features like adaptive cruise control and automatic emergency braking. This makes our roads safer. In-car AI assistants offer voice commands for navigation, music control, and climate settings. This provides a more seamless and intuitive driving experience.

Real-world example

Tesla’s Autopilot is one of the most advanced AI-powered driver systems. It uses a combination of cameras, radar, and ultrasonic sensors, along with powerful neural networks. It can enable features like automatic lane changes, traffic-aware cruise control, and even self-parking capabilities.

AI: The bigger picture 

AI’s reach extends far and wide. It’s no longer confined to tech giants–it’s knocking on the door of every sector.  

Healthcare professionals are harnessing AI for disease detection. Insurers are using AI to streamline claims processing, predict risk, and even personalize coverage for each individual. In the world of finance, it’s powering lightning-fast trading and robust fraud detection. This is just a taste of how AI is already in play.

Understanding these real-world examples is the secret weapon for navigating the AI revolution. Seeing AI in various industries sparks essential questions: How could this transform my business? Where might I be vulnerable? Is my team prepared for digital transformation?

Studying AI’s successes and failures in other fields gives you the insight needed to plot your unique AI journey. This isn’t guesswork; it’s a calculated strategy to prepare your business to survive the AI wave and ride it confidently to the top.

The post 10 AI examples transforming industries appeared first on Digital Adoption.

These platforms are compared across various parameters including advanced automation, customer experience, enterprise readiness, customer support, pricing structure, and unique advantages. As the field continues to evolve, and these platforms roll out new features and enhancements, it is important to note that this page will be updated regularly to reflect the most current information.

Both Whatfix and Pendo are well received by users and industry analysts. But not all DAP solutions were created equal. So, how can you know which is right for you? The first step would be to outline your objectives and priorities beyond the need to streamline onboarding and training with walkthroughs. 

This may include accessing user behavior insights, automating tasks, applying cross-app analytics, and optimizing software licensing, among others.

Once you’ve got your list in hand, a side-by-side comparison of features, capabilities, and user feedback will go a long way towards helping you gain clarity about which solution is best suited for your organization’s digital adoption needs.

Whatfix and Pendo at a glance

Whatfix is well known for offering an affordable platform that performs well on delivering core DAP functionalities. The platform is focused on streamlining enterprise software onboarding and providing real-time task guidance for reducing the number of inquiries that the help desk receives.

The Whatfix solution is best suited for organizations that have prioritized quick wins over customization depth and self-serve independence.

Pendo is primarily a product experience platform that also offers certain capabilities for supporting digital adoption. These include guided workflows, an in-app resource center, and in-app feedback. 

The company offers two products. One addresses the customer use case, while the other supports the employee use case, both through the prism of product experience.

Whatfix comes in with solid reviews, earning positive feedback regarding the platform’s overall capabilities and customer service. The offering is noted for its core functionalities for enterprise software onboarding and real-time task guidance. 

Though it’s important to note that reviewers would like to see more customization options and to avoid the need for technical support when making certain configurations and content updates.

As for Pendo, the platform is appreciated by users in organizations with simple workflows and more modest DAP requirements. 

For those who are more focused on product experience, the guided workflows, in-app resource center, and in-app feedback are well regarded. 

Though, users also comment that design options for personalization and customizations are restricted and some implementation processes require IT assistance.

Data centricity

When comparing Whatfix and Pendo’s data and analytics capabilities, several key differences emerge.

Whatfix provides usage analytics that offer visibility into user interactions, helping identify the most and least used content. However, the analytics are sometimes viewed as unclear and lacking in providing comprehensive insights. 

The platform is considered suitable for less complex deployments but lacks the depth of insight and predictive capabilities necessary for adjusting in-app guidance content and flows. This limitation, however, doesn’t diminish the usefulness of the platform for businesses seeking basic user behavior analysis.

Beyond simple activity reports, addressing more complex needs with Whatfix requires an IT-level understanding of how data is tracked and monitored. Moreover, while the organization can get reports on user interactions, discovering applications and related interactions is coding intensive.

Pendo, on the other hand, is noted for its robust data and analytics capabilities. The platform provides detailed user analytics, including heatmaps, user path analysis, and funnel tracking. These features offer a deeper understanding of user behavior and engagement, allowing businesses to optimize their product and marketing strategies effectively. 

Pendo’s analytics are considered more comprehensive and insightful than those of Whatfix, making it a more suitable choice for businesses needing advanced, sophisticated user analytics. In the Pendo platform elements need to be tagged, session playbacks are not possible, and custom reporting has been noted to be cumbersome.

However, it’s important to note that both platforms come with their own sets of pros and cons. The choice between them ultimately depends on the specific data and analytics needs of the business.

Whatfix vs Pendo: Content building capabilities

Content creation and building capabilities form the core of any digital adoption platform, determining how effectively and easily in-app guidance content can be generated and tailored to meet user needs. 

Whatfix excels in providing a simple and streamlined content creation process. The platform offers intuitive, no-code tools for creating interactive walkthroughs and guides, thereby lowering the barrier to content creation for non-technical users. The platform also allows for customization of features like welcome messages, pop-up triggers, and flow segmenting, enhancing user engagement and experience. However, some users have expressed the desire for more flexibility in customizing conditions, triggers, and logic that control behaviors.

Pendo, in contrast, is well-regarded for its dynamic content creation capabilities. It offers a comprehensive set of tools for creating customized in-app messages, tooltips, and guides. Pendo’s content building capabilities are more advanced than Whatfix’s, featuring a broad array of customization options and a more detailed interface. This can, however, result in a steeper learning curve for new users.

And with Pendo, since the company has been traditionally focused on customer experience rather than in-app guidance, the Pendo Editor does not have the features required for addressing complex flows and processes. 

While Whatfix provides an easy to use, no-code content creation process, Pendo offers more sophisticated and flexible content creation capabilities. The choice between the two will depend largely on the complexity of the content needs of the business and the level of customization required.

Whatfix vs. Pendo: Automation and workflow support

Automation and workflow support are vital features in a digital adoption platform, ensuring streamlined processes and efficient task execution. 

Whatfix provides decent automation support, offering features such as auto-generating walkthroughs, which reduces the manual effort in content creation. It also includes automation in its analytics, for instance, generating automated reports that help businesses track user behavior without manual intervention. 

Additionally, Whatfix supports task list creation that guides users through a series of tasks, improving workflow and user productivity. However, there has been some user feedback regarding the desire for more advanced automation features, such as conditional automation based on user behavior or response. Whatfix offers a simple and streamlined approach to automation and workflow support, ideal for businesses with less complex needs. 

Pendo, alternatively, stands out in providing robust automation and workflow support. It offers features like auto-guide dispatch, which automatically displays guides to users based on pre-defined conditions, and automated customer segmentation, which categorizes users based on their behavior. This results in personalized user experiences and more targeted guidance. 

Furthermore, Pendo supports the creation of sophisticated user paths, which guide users through complex tasks and workflows, thereby enhancing productivity. However, the depth of Pendo’s automation capabilities could lead to a steeper learning curve for new users.

Whatfix vs. Pendo: Customer support

Customer support and success are key components of any tech solution, and both Whatfix and Pendo have demonstrated commitment in this area, albeit with distinct strategies.

Whatfix is often commended for its customer-focused approach, with users mentioning the responsive and knowledgeable customer support team. They’ve shown dedication in providing continuous product improvements based on customer feedback, which has earned them the reputation of a customer-centric company.

However, there have been instances of technical errors and bugs disrupting usage, causing some customers to feel a need for more robust technical support and faster problem resolution.

On the other hand, Pendo does not fall short in customer support and success either. They have a help center and offer an extensive range of resources such as guides, webinars, and tutorials. Pendo’s support team is also highly responsive and generally resolves customer issues effectively. Some users, however, have found Pendo’s onboarding process to be complex and felt a need for more hands-on assistance during the initial setup phase.

In a nutshell, while Whatfix has a customer-focused approach with quick response times, Pendo provides comprehensive resources and robust support. Both platforms have room for improvements: Whatfix in addressing technical issues and Pendo in assisting users throughout the onboarding process.

Whatfix vs. Pendo: Business value and ROI

When assessing the value and ROI of Whatfix and Pendo, both platforms showcase a notable capacity to drive user engagement, improve productivity, and enhance customer satisfaction. 

Whatfix excels in its commitment to improving user experience with its intuitive user interface, simplified content creation, and effective analytics-driven insights. Customers report a significant reduction in training and support costs, faster onboarding, and increased user engagement, all leading to enhanced productivity and performance. Moreover, the tool’s impact extends to improving sales processes, boosting conversions, and fostering customer independence and self-sufficiency, thus resulting in a positive ROI. 

Pendo, on the other hand, stands out with its robust data and analytics capabilities. It provides comprehensive user analytics including heatmaps, path analysis, and funnel tracking. This deeper understanding of user behavior and engagement allows businesses to optimize their product and marketing strategies effectively. 

Additionally, Pendo’s dynamic content creation capabilities offer a wide array of customisation options, making it more suitable for businesses needing advanced and sophisticated user analytics. While this might involve a steeper learning curve for new users, the long-term benefits in terms of user engagement and customer satisfaction could lead to remarkable ROI. 

Whatfix vs. Pendo: Enterprise readiness

Whatfix offers a digital adoption platform that provides core functionalities for enterprise software onboarding and real-time task guidance, which are best suited for product managers at enterprise and mid-market organizations.

The platform’s simplicity and user-friendliness is attractive for small to mid-size enterprises or for those seeking a simplified implementation. 

Pendo is better suited for mid-market organizations and small businesses. Some design options for personalization and customizations are restricted, implementation processes may require IT assistance, and the Pendo consolidated suite of tools is primarily aimed at reducing manual effort, rather than handling complex enterprise workflows.

Whatfix vs. Pendo pricing comparison

Whatfix

Whatfix has two main pricing packages – one for DAP and one for product analytics. The DAP package is then further broken down to web, desktop, mobile, and enterprise plans. For a web deployment, there are standard, premium, and pro options. The first two options are designed for employee or customer-facing applications, with the pro option intended for customer facing applications with over one million users.

Each web package option includes features such as in-app guidance, surveys, and content aggregation, with progressively more extensive capabilities depending on the package level. For example, surveys in the standard package are out-of-the-box, but in the premium package they may be customized.

The DAP desktop, mobile, and enterprise packages have two options – standard and premium, both for employee or customer facing applications, and each with a certain features set, based on the level selected.

The enterprise package is the only one that covers an unlimited number of web-based employee-facing applications.

The product analytics pricing package also comes with a standard or premium option. The standard package is designed for a cloud-based deployment plan that is available with any web, desktop, or enterprise plan. The premium package is designed for cloud-based deployment of web-based and desktop-based employee or customer-facing applications.

Among the features available in both are user action tagging, dashboards, funnel insights, event properties, and more, where the standard package allows for 25 tag user actions and the premium option is unlimited.

Pricing for each package is comprised of a flat fee along with user license fees, which are defined as based on the type of user who will access the application.

Whatfix product and service add-ons include out-of-the-box content templates, integrations, and analytics, white-labeling, professional services, and more.

Whatfix offers a free trial to interested organizations.

Pendo pricing structure

Pendo offers custom pricing that is based on monthly active users (MAU). The company offers three packages – free, growth, and portfolio.

The free option includes product analytics, in-app guides, net promoter score (NPS), and roadmaps.

The Growth package is designed for use with a single web or mobile app, and includes product analytics, in-app guides, Net Promoter Score (NPS), roadmaps, and cross-app reports.

And the Portfolio package includes all that the Growth package offers but is meant for organizations with multiple products and can be used across unlimited web and mobile apps.

Among the features available in each are in-app guides, sentiment via NPS and surveys, and roadmaps, with the free plan available for 500 active monthly users, and growth and portfolio as a custom offering.

Features that are not available in the free package include a product engagement score, guide experiments, cross-app journey reports, and more.

The Whatfix advantage: quick wins at an affordable price

Whatfix is well positioned for organizations seeking basic capabilities that accelerate enterprise software onboarding within a modest budgetary framework.

The platform offers simplified content creation for deploying real-time task guidance and reducing training and support efforts.

Without a breadth of self-serve features, Whatfix is better suited for teams who don’t especially need to be independent and don’t mind engaging with the company’s support team for realizing certain capabilities.

The Pendo advantage: enhancing the product experience 

For some companies ensuring a smooth product experience is prioritized over securing digital proficiency. This is where Pendo has found its niche. 

It offers an in-product resource center, a feedback solicitation tool, and the ability to categorize feedback. This way, teams can gain insights on features and usage and tweak products for an enhanced user experience, as based on real-life inputs.

Which is best for you? 

Bottom line, which is best for you? As was noted in the beginning of the review, it all depends on what you need. 

If you are looking for an easy-to-use, no-code solution with decent automation support and customer success commitment, Whatfix is a great option. It offers quick wins at affordable prices and can be beneficial for small to mid-size enterprises or organizations with less complex needs. If yours is an organization whose processes are not marked by complexity and you don’t mind workarounds to issues that are specific to your workflows, then Whatfix is for you. 

With Whatfix you’ll get straightforward onboarding processes and affordability without the depth and breadth of a wider DAP offering.

On the other hand, if you need robust automation and workflow support, along with comprehensive analytics capabilities and advanced user engagement features, Pendo is worth considering. It may have a steeper learning curve and be more suitable for mid-market organizations or businesses with more sophisticated content needs.

Not every organization has prioritized full-fledged digital adoption with extensive customization and analytics. If your KPIs are driven by how employees and customers experience a product, Pendo has what you need.

Pendo is an excellent choice for a mid-market organization or small business looking for an intuitive and user-friendly approach to enhancing the product experience.

Ultimately, it is important to carefully evaluate your business’s unique requirements and goals before making a decision. Both Whatfix and Pendo offer valuable digital adoption solutions, but the best fit for your organization will depend on your specific needs and priorities. So, take the time to research and assess your options before making a decision. After all, investing in a digital adoption platform is an important decision that can greatly impact your business’s success. 

The post The Definitive Whatfix vs. Pendo Comparison appeared first on Digital Adoption.

These platforms are compared across various parameters including advanced automation, customer experience, enterprise readiness, customer support, pricing structure, and unique advantages. As the field continues to evolve, and these platforms roll out new features and enhancements, it is important to note that this page will be updated regularly to reflect the most current information.

Both WalkMe and Pendo are well received by users and industry analysts. But not all DAP solutions were created equal. So, how can you know which is right for you? The first step would be to outline your objectives and priorities beyond the need to streamline onboarding and training with walkthroughs. 

This may include accessing user behavior insights, automating tasks, applying cross-app analytics, and optimizing software licensing, among others.

Once you’ve got your list in hand, a side-by-side comparison of features, capabilities, and user feedback will go a long way towards helping you gain clarity about which solution is best suited for your organization’s digital adoption needs.

WalkMe and Pendo at a glance

WalkMe is well recognized as the pioneer of DAP, serving as the trusted partner of choice for organizations all over the world who are looking to accelerate digital adoption and improve employee and customer experience. WalkMe is long recognized as an industry leader, having received widespread acclaim for its digital adoption platform. Recent accolades include InfoWorld Technology of the Year Award 2022, Software Asset Management Solution of the Year 2023, Forbes Cloud100 World’s Best Cloud Companies, and many more. 

The platform is well noted for enabling organizations with effective and fast digital adoption. And the company is also regarded for continually introducing innovations that extend the value of DAP, such as its conversational interface that leverages NLP for chat-based interactions.

Pendo is fundamentally a product experience platform (PXP) that includes a repackaging of features for the DAP market, introduced in 2022. In effect, Pendo offers two products, one for product managers of SaaS products, Pendo Adapt, and another that is positioned for DAP, Pendo Engage.

Pendo Engage helps users understand, guide, and gather feedback from employees. It draws from Pendo’s other products, i.e., analytics, guidance, pop-ups, etc., but is packaged separately from Pendo Adapt since it has a lot of product management-focused features that are less relevant to DAP.

Ultimately, what this means is that Pendo is relatively new to the employee experience domain.

User sentiment for WalkMe across the leading software review websites is extremely favorable, achieving a nearly perfect score overall, with very high ratings in key criteria, such as ease of use, customer service, and value for money. 

Among the most noted ‘likes’ are WalkMe’s comprehensive feature set, enabling non-technical users to build solutions quickly, extensive customization for tailoring experiences for different users and use cases, streamlined workflows, and automated tasks.

As for Pendo, the platform is appreciated by users in organizations with simple workflows and more modest DAP requirements. And for those who are focused on product experience, the guided workflows, in-app resource center, and in-app feedback are well regarded. 

Though, users also comment that design options for personalization and customizations are restricted and some implementation processes require IT assistance.

WalkMe vs. Pendo: Data and analytics capabilities

When examining the data and analytics features of WalkMe and Pendo, both platforms provide valuable insights into user behavior and interactions, but they approach these functionalities in slightly different ways.

With WalkMe, you can track all data related to digital adoption within your organization, including individual user and account usage insights. Additionally, WalkMe automates the discovery of applications across your tech stack, providing a comprehensive analysis of usage.

The application discovery feature provides valuable insights into total users, usage duration, and frequency. This enables organizations to identify potential areas for cost optimization, app consolidation, and license allocation.

WalkMe’s workflow analytics offer a profound understanding of user interactions within apps, specifically in the context of specific tasks. By identifying drop-off triggers and improving process efficiency, you can streamline workflows and enhance productivity. Furthermore, with guidance analytics, you can effortlessly track user engagement with on-screen guidance and predefined elements.

WalkMe’s analytics suite collects and analyzes data on user interaction with your digital assets. It provides metrics on error rates, completion rates, and drop-off points within walkthroughs. Moreover, WalkMe allows the tracking of custom events, enabling the collection of specific data points that are unique to your business needs. However, some users note that WalkMe’s data visualization could be more intuitive and easier to understand.

In addition to these powerful features, WalkMe provides form completion analytics, allowing you to uncover insights into user bottlenecks, time wastage, or process abandonment. User interaction playback sessions enable you to capture, analyze, and replay entire user sessions, gaining a deeper understanding of user behavior. Lastly, WalkMe offers customizable reports that provide valuable insights into user experience, ensuring you have the information you need to make informed decisions.

Pendo, on the other hand, provides detailed analytics on user interactions, behavior, and product usage. It also offers tagging capabilities, enabling easy tracking of features without requiring the assistance of an engineering team. Pendo’s Path Analysis feature helps identify the most common user journeys through your product, while its Funnel Reports measure conversion and drop-off within a series of steps. Pendo users, however, have reported some limitations in terms of robustness and customization of analytics, and occasional issues with data reliability. 

In the Pendo platform elements need to be tagged, session playbacks are not possible, and custom reporting has been noted to be cumbersome in comparison with WalkMe’s custom report builder.

In addition to analytics, Pendo offers in-app guides and targeted messaging to improve user onboarding and activation. These features have received positive reviews from users as they provide a seamless way to engage with customers and increase adoption rates. However, some customers have mentioned superficial data insights and challenges in guide creation.

WalkMe vs Pendo: Content building capabilities

WalkMe and Pendo both offer notable content-building capabilities, but there are some distinct differences between the two. WalkMe excels with its ease of use and robust personalization options. Its user-friendly platform employs an intuitive drag-and-drop interface, coupled with detailed guides and tutorials, which makes it an accessible tool for non-technical users. 

WalkMe’s superior personalization capabilities allow users to tailor their walkthroughs based on user preferences, roles, and behavior, fostering a more engaging and relevant user experience. Furthermore, WalkMe’s advanced segmentation and branching capabilities enable users to create unique paths based on user responses or behavior. 

WalkMe’s extensive language support also makes it a fitting choice for global businesses in need of content creation and management across various regions and user groups. 

Pendo, on the other hand, is equally renowned for its intuitive interface and detailed analytics on user interactions, behavior, and product usage. 

Pendo’s content building features are relatively easy to use, with a straightforward interface that doesn’t require extensive coding knowledge. Notably, Pendo’s content is highly customizable, which users find valuable for creating targeted user experiences. However, some users have reported challenges in guide creation and a steeper learning curve with Pendo’s content building tools.

Traditionally, Pendo has been focused on customer experience and analytics, rather than in-app guidance. One articulation of this can be seen in the Pendo Editor, which does not have the features required for addressing complex flows and processes. 

For example, there is no code free branching and splitting for complex business processes, and no automation, nor smart tip data validation, error-handling, or an ActionBot. 

Moreover, the capturing algorithm is noted for being less robust, which means that content doesn’t always connect to elements as expected. Pendo’s language support is also commendable, though it lacks the breadth offered by WalkMe meaning multi-language needs may not be fully met.

WalkMe vs. Pendo: Automation and workflow support

When it comes to automation and workflow support, WalkMe and Pendo offer different strengths.

WalkMe shines with its robust automation capability that is designed to accelerate business processes and streamline workflows. The platform provides powerful tools like Walk-Thrus, which are step-by-step guides that automate the process of training users on new software or features. WalkMe’s automation also extends to its SmartTips feature, which provides users with instant, contextual help without any human intervention. Furthermore, WalkMe’s Automation Anywhere feature is another stand-out offering, which allows businesses to automate any repetitive task or workflow, saving valuable time and resources.

In terms of workflow support, WalkMe’s dynamic walkthroughs can create adaptive sequences based on user actions and decisions, enabling a customized user experience. Its Task List feature allows businesses to create personalized task lists for users, guiding them through complex processes and ensuring nothing is missed. WalkMe’s Process Tracker also allows organizations to monitor user progress and identify bottlenecks, providing crucial insights to improve workflow efficiency.

Additionally, WalkMe supports complex business logic with customizable user workflow templates. Users can select the workflow aligned to their organizational needs, choose relevant tasks and customize their WalkMe in-app guidance content accordingly.

On the other hand, Pendo is well-regarded for its workflow support capabilities. Pendo’s Guides are a core feature of its platform, providing on-screen, step-by-step walkthroughs for users to efficiently navigate through complex processes or new features. These guides are easily customizable, allowing businesses to tailor the user experience based on specific roles, preferences, or behaviors.

Where Pendo falls a bit short is in its automation capabilities. While the platform does offer some automation in terms of guide delivery and user segmentation, it lacks the more advanced automation features found in WalkMe, such as task automation. However, Pendo’s analytics and data-driven approach offsets this somewhat, providing valuable insights that can be used to refine and optimize workflows.

WalkMe vs. Pendo: Enterprise readiness

When it comes to enterprise readiness, both WalkMe and Pendo offer a host of features designed to meet the rigorous demands of large-scale operations.

WalkMe’s enterprise readiness is evident in its robust security framework, which includes ISO 27001 and SOC 2 Type II certifications, Fed-RAMP Ready status, GDPR compliance, and privacy by design. WalkMe’s high scalability allows it to handle large volumes of users and complex organizational structures, making it a suitable choice for large enterprises. 

Additionally, WalkMe provides comprehensive integration capabilities, offering out-of-the-box integrations with leading business tools and custom API integrations to ensure seamless interoperability across your tech stack. 

WalkMe also has an extensive partner network further underscoring its suitability for global enterprises. It collaborates with an array of technology partners, solution providers, and consulting partners to bolster its offering. These partnerships enhance WalkMe’s integration capabilities, extend its reach, and provide clients with additional resources and expertise. Regardless of your geographical location or specific business needs, this robust network ensures you can access and leverage WalkMe’s innovative technology effectively.

Pendo, on the other hand, also demonstrates strong commitment to enterprise readiness. Their platform is designed to scale with your business, supporting large user bases and complex product suites. Pendo’s security measures are robust, with compliance certifications including ISO 27001, SOC 2 Type II, GDPR, and the EU-US Privacy Shield. Like WalkMe, Pendo offers broad integration capabilities, supporting common business tools and offering API access for custom integrations. However, Pendo’s support offerings are reportedly less comprehensive than WalkMe’s, with some users noting slower response times and a lack of dedicated success managers.

In conclusion, both WalkMe and Pendo are well-equipped to handle the complex needs of large enterprises, with WalkMe possibly having a slight edge in terms of support and scalability.

WalkMe vs. Pendo: Customer support and success

Customer support is a crucial element in maintaining user satisfaction and encouraging continuous engagement with the platform. Both WalkMe and Pendo offer customer support, but their respective offerings differ slightly.

WalkMe has a comprehensive customer success program, offering dedicated success managers. This personalized approach ensures that all customer issues are addressed promptly and efficiently. Additionally, WalkMe offers 24/7 support and a comprehensive knowledge base including extensive online documentation, webinars, and technical guides. WalkMe’s robust online community also provides an excellent platform for users to share insights, challenges, and solutions, fostering a sense of collaboration and community.

Pendo, on the other hand, provides a strong support framework, but reports suggest it is less extensive than WalkMe’s. Pendo offers email and chat support as well as an online knowledge base. However, some users have reported slower response times and a lack of dedicated success managers. Despite these criticisms, many users appreciate Pendo’s support for its helpfulness and responsiveness.

WalkMe vs. Pendo: Business value and ROI

When evaluating the business value and return on investment (ROI) of WalkMe and Pendo, there are several factors to consider:

WalkMe, with its robust set of features, provides significant business value. Its advanced automation capabilities can lead to substantial time savings for businesses, effectively increasing productivity levels and reducing operational costs. The platform’s detailed analytics can also provide valuable insights into user behavior, enabling businesses to optimize their software usage and improve overall user experience. These improvements can lead to higher customer satisfaction levels, increased customer retention, and ultimately, increased revenue.

In terms of ROI, WalkMe’s users often report a swift return on their investment. The efficiency gains from using the platform can lead to significant cost savings. Furthermore, businesses can expect increased revenue from improved customer satisfaction and engagement, further enhancing the ROI.

Pendo, on the other hand, also offers significant business value. Its detailed analytics on user interactions, behavior, and product usage can provide businesses with actionable insights to improve their product offerings and user experience. Furthermore, Pendo’s in-app guides and targeted messaging can enhance user onboarding and activation, leading to higher user engagement and retention.

In terms of ROI, Pendo’s users have also reported positive returns on their investment. The cost of the platform can often be justified by the improvements in product usage and customer retention. The data-driven insights provided by Pendo can also enable businesses to make informed decisions, leading to improved operational efficiency and potentially increased revenue.

Businesses seeking more advanced automation capabilities and personalized user experiences may find more value in WalkMe, while those prioritizing detailed user analytics and product usage insights may lean towards Pendo.

WalkMe vs. Pendo pricing comparison

WalkMe pricing structure

WalkMe offers two pricing packages, WalkMe for Employees and WalkMe for Customers. Both are designed to be flexible for accommodating any organization at any stage of the DAP maturity lifecycle as well as for easily picking the package of capabilities and pricing that’s right for them.

The WalkMe for Employees package includes a subscription model for the WalkMe Core offering with optional advanced add-on modules. This approach enables alignment between required features and corresponding pricing, where organizations that need only core features are not required to pay for additional DAP capabilities and functionality.

The WalkMe Core package includes analytics and reporting, interactive in-app guidance, unlimited user workflows, pre-built or bespoke, omnichannel experiences, and admin security controls including access management, privacy settings, and data hosting and residency. 

Advanced add-on modules feature expanded DAP capabilities that extend the value of the Core package. Available modules include enterprise analytics, customization and collaboration, connected workplace, and enterprise security.

WalkMe for Customers is a package for customer facing applications. It includes advanced analytics and reporting, interactive in-app guides, tooltips, notifications, a self-serve content creation engine, smart audience targeting, enterprise-grade security, personalized onboarding and product tours, customer sentiment via NPS and surveys, and multi-language support, along with branding and white labeling.

WalkMe also offers a slimmed down, more affordable option called WalkMe Essentials. This is a package that comes at a fixed price with a fixed scope that is ready to roll out in four weeks. It includes up to two pre-built sales and HR workflows which are deployed for one of the following apps – Salesforce, Microsoft Dynamics, Workday, or SAP SuccessFactors, with professional services support. 

Pendo pricing structure

Pendo offers custom pricing that is based on monthly active users (MAU). The company offers three packages – free, growth, and portfolio.

The free option includes product analytics, in-app guides, net promoter score (NPS), and roadmaps.

The Growth package is designed for use with a single web or mobile app, and includes product analytics, in-app guides, Net Promoter Score (NPS), roadmaps, and cross-app reports.

And the Portfolio package includes all that the Growth package offers but is meant for organizations with multiple products and can be used across unlimited web and mobile apps.

Among the features available in each are in-app guides, sentiment via NPS and surveys, and roadmaps, with the free plan available for 500 active monthly users, and growth and portfolio as a custom offering.

The WalkMe advantage: extending the value of DAP 

WalkMe is the undisputed pioneer of DAP. With a transparent overlay it provides in-app guided tours and walkthroughs that assist users both internal and external users of enterprise software, home-grown applications, and digital tools, on any channel including desktop, mobile, and web.

It offers a feature set that is comprehensive, yet easy to manage for non-technical users. WalkMe also offers extensive customization options for addressing numerous user types and use cases.

One of the most widely appreciated benefits of WalkMe is how it extends the value and promise of DAP with unique features such as cross-app automation, cross-application analytics and insights, and an ActionBot that is powered by conversational automation.

The Pendo advantage: enhancing the product experience 

For some companies ensuring a smooth product experience is the focus, rather than securing digital proficiency. This is where Pendo has found its niche. With an in-product resource center, a feedback solicitation tool, and the ability to categorize feedback, teams can garner insights on features and their usage and tweak as based on real-life user experiences.

Which is best for you? 

Bottom line, which is best for you? As was noted in the beginning of the review, it all depends on what you need.

WalkMe is right for you if you have different types of users who need to be onboarded to numerous new apps and digital tools, or their new features, quickly and easily, and on an ongoing basis. WalkMe is also for you if you’re looking to gain clear, data-driven, and actionable insights into how you can maximize usage and optimize your software investments.

If on the other hand, you’re a mid-market organization or small business and are looking for a straightforward approach to enhancing the product experience, then Pendo is for you.

Not every organization has prioritized full-fledged digital adoption with extensive customization and analytics. If your KPIs are driven by how employees and customers experience a product, Pendo has what you need.

It’s also important to note that WalkMe has an extensive partner and peer ecosystem with an active global community of users and partners that provides insights, support, and resources.

Pendo’s smaller community and less established partnerships point to a less robust ecosystem compared to WalkMe.

WalkMe also outperforms in privacy and security. Comprehensive technical, contractual, and operational safeguards are applied, such as best-of-breed authentication, encryption, access control systems and configurations to protect against unauthorized access. 

Also, unique to WalkMe is segmentation which enables presenting different content to users for various use cases, and personalization that enables users to deliver employee and customer experiences that drive action, with names displayed alongside a contextualized call to action.

In addition, with a library of pre-built templates based on industry best practices, the organization’s most critical workflows on the most popular business applications are easily automated. And ultimately, with patented native AI technology, WalkMe technology outperforms all other offerings.

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