Drive Digital Adoption

1
What is SaaS and a Digital Adoption Platform?
Software as a Service (SaaS) is one
of the three main categories of
Cloud Computing, alongside IaaS
and PaaS.
It's the method of software
delivery and licensing in which
software is accessed online via a
subscription, rather than bought
and installed on individual
computers
Digital Adoption Platform (DAP)
is a software layer integrated on
top of another software
application or website to
1) help new users quickly learn
how to use an application
2) assist returning users in
learning newly added
functionality
What Is Whatfix?

Whatfix is a Digital Adoption Platform platform that helps companies

1) accelerate user onboarding

2) reduce their training time, costs and efforts
3) reduce the support efforts
4) drive product adoption
5) increase user productivity
6) derive value out of their software application

by providing Contextual and Interactive Walk-Throughs inside

applications to help users navigate through their application and learn
it in the flow of work
2020
$32 Million
Series C Funding
Raised and
Offices opened in
Atlanta, US and
2nd office in
B’lore
Whatfix Funding Journey

2015 2017 2019 2020 AirBnB, Cisco, Google, LinkedIn, Instagram,

MuSigma, PayPal, Zoom, Youtube
 About Us

“Our vision is to empower companies to maximize business outcomes by eliminating

technology complexities for their users.”

ISO/SOC2/GDPR
7+ Years 500+ Customers Clients in 30+ Countries;
Enterprise Grade
Exponential Growth 120 of Fortune 500 6 Offices (US, UK, ANZ, India)
2 Technology Patents Filed

2020 Awards: CS Department Highest Rated DAP Momentum Leader by G2, Strong Partnerships
of the year (Stevies ABA), Across 3rd party review Category leader by with GSIs
Customer Excellence platforms Gartner/Everest Wipro, Accenture, TCS, Infosys
Whatfix Benefits

Drive Employee Reduced Time to Launch

Faster Time to Proficiency
Productivity Application

25-37% 2.5 - 3X 33-50%

Faster time to proficiency for a new Reduction in the time to launch Enterprise
Increase in Employee Productivity
Employee Applications to a new Business Unit

Reduce Reduce
Knowledge Discovery Time
Training Creation Cost Support Overhead

50-84% 45-60% 25-30%

Reduction in Training Reduction on Level 1 Reduction in knowledge discovery time

Content Creation Costs Support Queries
 Awards & Recognition
Customer Service Department
of the Year
Awarded Silver Stevie® Winners in 2020
American Business Awards®

Excellence in Customer Service

2020 Finalists by Business Intelligence Group

Cloud Awards
Winners for excellence and innovation in the
scope of cloud-based “solutions as a service”

Ventana Research
Digital Leadership Awards
Finalists for leadership in technology that
contributes to improved efficiency, productivity
12 Badges in G2’s new Summer 2020 Ranking across all
and organizational performance
Market Segments including Small, Medium and Enterprise
 Highest Customer Satisfaction

- “Intuitive, easy to create content, no tech background required.’

- “In about a day, I had already created tutorials for a whole page of my website...”
Simple & Easy to Use - “I had tested different solutions for onboarding and found Whatfix to be easy to implement.”

- “Whatfix support is AMAZING! Their support team will go above and beyond to help you!”
Deep Customer Focus - “Our requests for enhancements have been delivered at an unmatched speed.”

- “Reduced our customer support overhead expenses by >65%”

Economic Impact - “Whatfix is hands down the best Field Enablement tool!”

- “I love the fact the videos are created automatically - great feature, guys!”
- “Export walkthroughs as a slideshow/PDF/video. Instrumental for our training department”
Differentiators - “The best part is its multi-formats. I've previously tried out WalkMe [...], but Whatfix is unquestionably a better
alternative. Better Product and Better Support.”

- "Feature rich offering and a strong ROI!”

Differentiator: - “We looked at very expensive competitors to Whatfix [...] We are thrilled that we went with Whatfix they are
Quick ROI, Ease-of-Use much more cost effective,[...] and their features are brilliant.”
 G2 Grid for DAP (Enterprise)

Y Axis | Momentum: Rating based on product’s web presence, social media Y Axis | Market Presence: Rating based on 15 data points including G2’
presence, employee count, increased G2 reviews (over 12 months) public reviews, publicly available info and third party sources

X Axis | Satisfaction: Rating based on Customer Satisfaction data from real user X Axis | Satisfaction: Rating based on Customer Satisfaction data from real
reviews user reviews
Why Should You Join Whatfix?
✓ Trusted by more than 120 of the Fortune 500 companies!
✓ 300% YoY growth … By the time you join, we will have another
office opening up in Bangalore ;)
✓ Fast Professional & Personal Growth
✓ Recognised by LinkedIn amongst the Top 5 Startups of India to
work for in 2020
✓ 17th fastest growing startup in the World (SaaS 1000)
✓ Freedom and Accountability
✓ Global Market Leader as per Gartner
✓ Work on Stuff That Matters with Customers that matter
✓ Learning on Steroids
✓ Open door? We have no doors
✓ Transparency
✓ Entrepreneurial Environment
Expectation Setting

✓ Date of Joining - 15th October

✓ Type of Employment - Internship to Hire
✓ Team - Professional Services (PS team)
✓ Work Timings - 5 PM to 2 AM
✓ Eligibility Criteria - No outstanding backlogs
✓ Designation - Solutions Engineer
✓ Salary - 9 LPA
 What does the PS team do?

Training & Certification

05 Instructor led training and Self -
Consulting paced learning

Sharing best practices, Change

Enablement for our customers. 01
04 Onboarding
Hand-holding all enterprise
customers for first 90 days

Implementation 02
Implementing Whatfix for 03
customers Integrations
Handle all 3rd party integrations
with Whatfix.
 Sneak Peak - PS Team

Dept Solutioning Instructional Design Delivery Consulting L&D

Lead Ajay Agarwal (US + EA) Abhishek Iyer (US) + TBH (EA) Mayur Ajay GB Mohit Mohit

Strategic + Self
Team CRM HCM CM Others CRM HCM CM Others US EA Offshore Onshore ILT
ISV Learning

US 2 1 + 1 TBH 1 3 1 1 1 4 1 1 + 1 TBH 1 TBH 1

3+3 1
EA 1 1 2 1 2 TBH 2 1 1 3
TBH TBH

Current Team Strength: 31

What is Solutioning

Analysis Design
Getting in root cause Prepare a blueprint
of the solution and
Problem of the problem
statement validate with Solution
Accurately customer Implement the
identifying the solution to meet
requirements customer
requirements and
measure
effectiveness
Where Will You Slot In?

Manager of Associate Director

Lead
Solutions Director Solutions
Solutions
Engineer Solutions

Solution Solution
Solutions
Engineer -1 Engineer -2
Engineer
Intern
Who Is Our Ideal Hire?

✓ Passionate
✓ Researched well on the role & company
✓ High Confidence
✓ Good Technical Chops (JavaScript, CSS, HTML)
✓ People Skills
✓ Problem Solvers
✓ High IQ
✓ High EQ
✓ Hustler
✓ Ideation Machine
✓ Communication Experts
What Stands Between You And Whatfix?

1. Technical & Aptitude Interview

2. Techno-Business Interview
3. HR Interview
Thank You