Forvis Mazars specializes in delivering exceptional and tailored services in audit and accounting, as well as tax, financial advisory, consulting and legal services.
They leveraged UserGuiding to create over 350 guides, hotspots, and checklists, significantly streamlining their user onboarding and product adoption processes—especially to virtually train and onboard their clients inside their platform and reduce customer support workload.
Their collaboration platform, Signals, helps to improve business processes and brings a unique digital and collaborative experience to their clients.
With UserGuiding's help, they eliminated more than 2,000 hours of work across development, design, and product management, saving over an estimated $250,000 in employee costs within just three years.
Let's see how:
Onboarding users without borders
Thanks to the internet and every technological advancement ever since, every product or service that’s intended to work locally is a strong candidate to becoming a global solution.
This switch from local to global and the scaling that comes with it becomes especially difficult for companies that haven’t established automated processes, particularly during their user onboarding experiences. It is easy to onboard each user in-person if you’re operating in a limited area with a limited audience, but applying this on a global scale could cost a fortune.
And that’s exactly why almost all companies that offer services and products globally have prioritized becoming self-serve first in their onboarding; digitizing and automating it.
Forvis Mazars was experiencing a similar issue with their collaboration platform:
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We needed a tool that would allow us to train and onboard a large number of people across borders on our client collaboration platform Signals. The challenge was that we were looking for training and onboarding options that would allow virtual and visual learning right on the product itself.”