
Meet Joseph Poyma
Digital Adoption Leader
at CrossCountryMortgage

Adoption of Salesforce as our CRM was too slow and training material became outdated often due to layout changes and new features. We needed a way to always stay current with our training without recreating the videos and job-aids whenever we moved fields or added features.
My job as a Salesforce Administrator was to host these trainings and create the supporting guides and I was becoming frustrated with the amount of rework that needed to occur. So we searched for a platform that was very easy to create training content and dynamic enough to adapt to our constantly changing web platforms.
DAP is used internally to train, communicate, and navigate our employees around major web-based platforms. We use it on everything we can! Our intranet, support page, CRM, BI reporting platform, and even on the users desktop.
We use it for onboarding new users, communicating new features, announcing operations updates, and even adding features, like buttons and smart-tips, to systems that we cannot customize natively.
Using WalkMe for training and onboarding has been the greatest success at our company.

Joseph Poyma
Digital Adoption Leader
at CrossCountryMortgage
The program was very insightful. I originally took this course to see if it was beneficial for my team to attend. As a DAP leader, and builder for over a year, I thought I knew most of the tips and tricks of the trade. But, through the coursework, the trainers, and even the other members in my cohort, I picked up on new ways to use WalkMe to solve problems at my company.
Becoming a Certified DAP Professional has given me the credibility to continue pursuing more roles in the digital adoption space, should I ever need to do so.
Set aside the time to focus on the coursework and reflect on the sessions. Network and be open during the discussions. The people around you will not only help you pass the course, but may also solve some of the problems your organization faces today.
I am leveraging the Digital Adoption Institute at least quarterly when something comes up that I need a refresher on. I am also using WalkMe World almost daily to see what I can learn from the content and the community forum