WalkMe: work management features and setup

Overview

WalkMe is designed for situations where employees struggle to complete a process in existing systems and need a guidance and context layer over the screen. It can display prompts, move between apps, and perform repetitive steps. It does not replace the core system itself. Before deployment, check which screens are covered, who maintains the flows, and what happens when the interface changes after a vendor update.

Features

• A context and guidance layer over enterprise apps
• Flows that span multiple systems in daily work
• Automate repetitive steps in the user interface

Business uses

• Guide a new employee through opening a customer record in an existing system
• Transfer data between two screens when there is no stable API connection

Getting started

• Choose a short process in a test system and build one guidance flow.
• Run it with a test user and check what happens when a button moves.
• Assign an owner to update the flow after interface changes.

What to check

• A change to the vendor's screen can break a flow that relies on a button's position.
• Interface automation requires authorization and a review of the system's terms of use.