Digital Adoption Software – B2B

Looking for a privacy-compliant digital adoption platform for B2B marketers

Offer deadline: 28 February ·  Status: Matched  ·  Budget: n/a

Offer deadline: 28.02.
Budget: n/a

Match process

Initial situation and use case for the adoption solution

We are a German IT company with over 450 employees. Our software has been established in the market for many years and is used by various stakeholders at our customers. We communicate with the users of our platform in over 27 languages.

To make the use of our software as support-free as possible, we would like to optimize, among other things, onboarding for new customers and the integration of new features for existing customers in the future via a Digital Adoption Platform. Our idea is to provide an avatar to help—something like “Clippy” (Microsoft help).

For our use case, the feature set of the platform “WalkMe” is a good fit. However, the topic of data protection is of high importance in our company. For this reason, we are looking for a GDPR-compliant solution including an individual server provision: the installation of the platform should, if possible, be on-premise.

The feasibility of our desired technical requirements is our top priority. Please outline this point with corresponding options in your match proposal.

Match information

Industry:

B2B IT software

Vendor exclusion:

Compliance with German data protection regulations (GDPR)

Project start:

Q3

Budget:

n/a

Project budget type:

monthly

Technical specifications

Server requirements:

On-premise (cloud version only possible if applicable)

Required features:

Matchilla-favicon-12x12px Customer onboarding

Matchilla-favicon-12x12px Customer education (for new features)

Matchilla-favicon-12x12px Step-by-step guides

Matchilla-favicon-12x12px Recording click paths

Matchilla-favicon-12x12px Displaying messages, inserting links

Matchilla-favicon-12x12px Easy to use (no programming skills required)

Matchilla-favicon-12x12px Dashboard, analytics

 

Number of users:

Our platform is actively and regularly used by around 100,000 users; the “Guide” should be available to all users

Quotation requirements

International communication:

Matchilla-favicon-12x12px German

Matchilla-favicon-12x12px English

Required quote contents:

Matchilla-favicon-12x12px Offer as an on-premise solution (optionally as a cloud solution)

Matchilla-favicon-12x12px References for B2B; preferably concrete customer examples

Matchilla-favicon-12x12px Information on technical and data protection documentation

Matchilla-favicon-12x12px Test access to the software

The matching process for this request is

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