01
Evaluating Whatfix
Wanting an assessment from someone certified in both platforms rather than from a vendor with a quota. We hold no reseller agreement with either.
Whatfix practice
Whatfix, without the rebuild in month six.
Whatfix is quick to start with, which is its strength and its trap. Flows built before the content model is settled work fine at ten items and become unmanageable at two hundred.
- Whatfix Digital Adoption Specialist
- Whatfix Content Specialist
- Certified Scrum Product Owner
Whatfix's low barrier to entry is genuinely an advantage: a team can produce something useful in days rather than weeks. The risk is that the decisions which determine maintainability are easy to postpone, and postponing them is invisible until the content volume makes it expensive.
We set the content model and segmentation first. Done at the start it is an afternoon; done at two hundred items it is a migration.
When we're called
Three situations, over and over.
02
Live but underused
Content exists, Self Help is populated, and the analytics show nobody opening it. Almost always a placement, targeting or content-model problem rather than a shortage of content.
03
Scaling past the pilot
What worked for one team and one process needs to work for several, and the existing structure won't carry it without being reorganised.
What we do
The full lifecycle, not a phase of it.
Solution design
Where Whatfix is injected, how users are identified, and which attributes drive segmentation. The same four decisions as any deployment, different mechanics — Whatfix's rule engine and element targeting behave differently from WalkMe's and reward a different content structure.
Build
Flows, Smart Tips, Task Lists, Self Help and embedded content, with rule-based journeys that branch on real user attributes rather than on role guesses. Including widget configuration and the troubleshooting that follows a host release.
Content model
The decision that determines whether the deployment stays maintainable: how content is grouped, versioned and named, what gets reused across journeys, and who is allowed to publish.
Analytics and reporting
Which content is used, which is ignored, and where users drop out of a flow — so the next iteration is driven by data rather than by whoever asked most recently.
Release management
Documented intake, tracked delivery and release notes. Guidance breaks when the underlying application changes; release management is what stops that becoming a support incident.
Enablement
Training your content authors in the model, so the structure survives contact with the people maintaining it after we leave.
Design
The four decisions that determine whether it scales.
01
Injection and deployment
Extension, embed, or a combination — chosen against how the host application is accessed and managed. Internal-only and customer-facing applications do not get the same answer.
02
End-user identification
What Whatfix can know about a user, where that comes from, and how reliable it is. Everything about segmentation depends on this and nothing else can compensate for getting it wrong.
03
Content structure
Grouping, naming and reuse decided before volume arrives. This is the decision that separates a deployment which scales from one that gets rebuilt.
04
Publishing rights
Who can publish, and what review happens first. Whatfix makes publishing easy, which is exactly why this needs an answer before rather than after.
FAQ
Questions we get asked
Is Whatfix easier than WalkMe?
Easier to start, comparable to run well. The initial build curve is genuinely gentler; the decisions that determine long-term maintainability are just as consequential, and being easy to postpone makes them easier to get wrong.
We have Whatfix content that nobody uses. Can it be fixed?
Usually, and rarely by writing more of it. The common causes are placement (content exists but not where the user is stuck), targeting (the right people never see it) and structure (it can't be found). An audit establishes which before anything is rebuilt.
Can you migrate us from Whatfix to WalkMe, or the other way?
Yes, in both directions, and we publish honest guidance on when each is worth doing. Migration is often the wrong answer — the underlying problem is frequently identification or governance, which follows you to the new platform.
Do you resell Whatfix licences?
No. Practitioner certifications only, no reseller agreement, and no commission on your licence.
Bring us a system that isn't being used.
Send us the application and the problem. We'll build a working proof of concept on your real screens and walk you through how it was built. No charge, no obligation.