WalkMe Playbooks is a B2B product I designed with my teams Sr. Designer, Gintah Tran. Playbooks is designed to help end users locate and learn about the endless possibilities that they can get out of WalkMe. We created “Plays,” an implementation concept focused on a single platform type, and use case. Plays describe a high-level business challenge, for example, “I need to reduce my companies support costs” and explains to the end user how they can remedy their challenge with WalkMe. Each Play consists of a title, video/image example, description, usage details and return on investment for that Play.
Plays can be located by type, intended platform, or use case. End users can add a Play that they wish to implement to their “Presentation Builder.” The Presentation Builder allows users to string together an implementation plan of action and download each Play to a PowerPoint presentation to circulate to their team or stakeholders.
For example, say you’re an HR Manager at a tech company and you’re struggling to get your employees to correctly follow common core staffing processes in Workday. With Playbooks, you could locate Plays by the Workday platform followed by the core staffing use case. Simply add each Play to your Presentation Builder, download your implementation plan as a PPT, and send it to your boss for approval.
Great! You have sent your boss your core staffing implementation plan PPT and they thought your idea was well thought out and pats you on the back. But, now, you acutely have to build this Workday implementation with WalkMe. Sadly, you didn’t do WalkMe’s editor training, because it’s boring, and you’re a busy person. Well, you’re in luck. Playbooks Play have a pre-fabricated WalkMe editor build that takes care of 90% of the implementation for you. All you have to do is go through it and update your content.
Lastly, your boss comes back to you after reviewing your WalkMe implementation on your playground website. He surprises you by saying that he doesn’t like the look of WalkMe on Workday because your bright pink brand color isn’t included. Well, crap, you didn’t see this coming. You log back into Playbooks can look for something that can help you with design. It’s your lucky day, you locate a section that has unique Plays centralized around designing WalkMe’s UI. Good thing, because you don’t know CSS. You pick a CSS Play template that looks close to your brands look and feel, adjust the color to match your brand and copy the CSS to add directly into your editor.
Once a customer decision maker approves the CSM’s proposed value proposition presentation, the WalkMe Professional Services builder, or PS, steps in to use Playbooks with the customer to jump-start their implementation. During a call the customer and PS builder log into Playbooks together to add the Play Template to their editor account.