Smith+Nephew implemented WalkMe to help users transition smoothly to SAP Ariba, building interactive guidance and enabling users to get up and running quickly, without requiring extensive training.
Once users were comfortable with the new procurement system, Smith+Nephew’s digital adoption strategy evolved to focus on process adoption and ongoing change management. For example, the team uses ShoutOuts and other WalkMe capabilities to promote educational sessions, new SAP Ariba features, changes in the procurement policy, reminders, and information about new buying channels. “We use WalkMe to raise awareness for required actions, like setting up a delegate approver before the holidays,” Jerome said. “This step is easily missed, which could lead to delays. Now, we can prevent this issue so nothing is disrupted.”
To continue optimizing operations, Smith+Nephew uses digital adoption content to proactively prevent errors and reduce customer support tickets. For instance, when order categories changed in SAP Ariba, users were still selecting the old item categories and triggering error messages. Instead of waiting for them to contact support, Jerome quickly created a SmartTip that automatically alerts the user about the error and shows them how to solve it. This small, yet powerful solution, prevented thousands of support tickets.
“My goal is to enable team members to complete procurement workflows quickly and lighten the workload for support agents so they can focus on other requests – which benefits the business as a whole,” Jerome said.
By relying on digital adoption technology, the company has enhanced the procurement process, driven compliance to policies, and enabled teams to make even better buying decisions. For example, when Smith+Nephew issued a new order compliance requirement, the team used ActionBot to create a branching questionnaire that makes the process seamless for users. Now, when users create relevant requisition requests, ActionBot asks a series of questions, tailored to the requestor and the dollar value of the request, and allows them to respond in natural language. WalkMe collects the answers, pastes them in the comments field of the requisition, and sends the user to the next step. A similar process was put in place for approvers, who answer a role-specific set of questions via ActionBot that guides them through approving the request.
“Using a combination of WalkMe features, including forms and ActionBot, I was able to overcome the initial difficulties that the project team was facing and to deliver a working solution on a very tight deadline. The feedback after User Acceptance Testing was very good, with testers highlighting the ease of use,” Jerome explained.
Using segmentation, Smith+Nephew also built WalkMe support for the procurement team, enabling them to quickly complete core administrative actions. Launchers visible only to the team act as shortcuts, such as going directly to a user’s profile – which saves countless clicks.
Looking beyond SAP Ariba, Smith+Nephew introduced WalkMe for Esker, an invoice management software, improving the efficiency for other members of the finance team. After understanding the team’s needs, Jerome created a series of digital adoption content that checks for essential fields left empty in the invoicing process. If they are, WalkMe prevents users from saving or submitting the invoice and directs them to complete the remaining fields. This simple solution meant team members can send invoices out quickly and avoid rework.
“In addition to end-user guidance, we use WalkMe to prevent mistakes that would result in system errors and manual re-work by using validation, hiding fields, or blocking some combinations of data,” Jerome said.