Accelerating Risk Management Success with Archer and Whatfix

Archer is a powerful tool for managing enterprise risk. To fully realize its potential, organizations need to ensure swift and effective user adoption. This is where Whatfix, a leading Digital Adoption Platform (DAP), comes into play. 

What is a Digital Adoption Platform (DAP)?

A Digital Adoption Platform (DAP) provides in-app guidance and support to help users learn and adopt new applications quickly and efficiently. It’s like having a virtual assistant within the application itself, offering step-by-step instructions, tooltips, and other interactive elements to guide users through their tasks. 

Introducing Whatfix

Whatfix Digital Adoption Platform empowers organizations to maximize their investment in enterprise applications like Archer by ensuring rapid user adoption and ongoing user success. By providing contextual guidance and support, Whatfix helps users become proficient faster, reducing training and support costs, and increasing productivity. 

Whatfix offers a comprehensive suite of features to drive user adoption including: 

• Interactive Walkthroughs: Step-by-step guidance for complex tasks, ensuring users complete processes accurately. 

• Tooltips: Contextual hints and tips to clarify features and functionalities within the application. 

• Hotspots: Highlight specific elements on the screen to draw user attention. 

• Checklists: Provide clear steps for completing tasks or processes. 

• Knowledge Base: Offer self-service resources for users to find answers independently. 

• Analytics: Track user behavior and performance metrics to identify areas for improvement. 

How can Whatfix Help Archer Users?

When combined with Archer, Whatfix Digital Adoption Platform can significantly enhance user experience and drive adoption. Let’s explore how for the following use cases: 

Enterprise Risk Management: 

• Accelerated Onboarding: Provide new users with guided walkthroughs of the ERM module, covering key functionalities and processes. 

• Enhanced Risk Assessment: Offer in-app guidance on risk identification, assessment, and prioritization. 

• Efficient Risk Mitigation: Guide users through the process of developing and implementing risk mitigation plans. 

• Streamlined Reporting: Simplify the creation and distribution of risk reports. 

Regulatory Compliance Management: 

• Effective Policy Communication: Communicate changes to policies and procedures effectively through in-app notifications and guided walkthroughs. 

• Streamlined Audit Preparation: Assist users in gathering the necessary information for audits and inspections. 

• Efficient Regulatory Change Management: Guide users through updates to regulatory requirements and their impact on the organization. 

Third-Party Risk Management 

• Faster Vendor Onboarding: Streamline the onboarding process for new vendors by providing step-by-step instructions. 

• Comprehensive Vendor Risk Assessment: Guide users through the vendor risk assessment process, ensuring consistency and accuracy. 

• Proactive Vendor Performance Management: Provide in-app guidance for tracking vendor performance and addressing issues. 

By leveraging Whatfix, organizations can significantly improve user adoption of Archer IRM, leading to increased efficiency, reduced errors, and better risk management outcomes. Whatfix empowers users to become self-sufficient, freeing up IT and L&D resources to focus on strategic initiatives. 

Would you like to delve deeper into any of these use cases or explore additional benefits of using Whatfix Digital Adoption Platform integration with Archer? Join us for a Free Friday Tech Huddle on August 23, 2024, for an overview and live demo. Free Friday Tech Huddles are only available to Archer customers and pre-registration is required. If you are not yet a customer but you are interested in learning more, please contact your local representative or authorized reseller — or visit us at www.archerirm.com 

Whatfix, an Archer Exchange partner, is a data-driven digital adoption platform (DAP) that enables organizations and users to maximize the benefits of software. 

This article is authored by Sonam Sharma (@Sonam_Whatfix) and posted in collaboration with Whatfix.