So, there we were…under contract with WalkMe but did not have any content published. This meant that we were not actively working to improve our digital adoption on Salesforce but were also not getting any ROI (return on investment). We had a Ferrari in our garage but had no one that knew how to drive it. Then began the hunt to find a driver that could help us both get back up and running and help to train our team. We interviewed a few different people and decided to move forward with Jeff. Not only was he the most personable, but he was deeply knowledgeable and willing to take the time to thoroughly explain things. When you work with Jeff, you are not just a transaction, you are building a relationship that you will hopefully have for years to come. One of the many benefits of working with Jeff is the way he handles his contracts. They are all goal/outcome based and he will put in however many hours are needed to get you there. In our case that meant everything from the logistics of getting the technical backend settings all tweaked, joining us for stakeholder meetings to hear the needs of the business, building some baseline content, and then providing our team with a 12-week training program that covered a little bit of everything from the basics of building, to analyzing, all the way to program expansion. He was very flexible and would ebb and flow with our needs as some weeks were heavier than others. Jeff played a pivotal role in helping us to successfully implement WalkMe on Salesforce. His deep understanding of both platforms and strategic guidance got us back on track quickly. Thanks to his expertise, our team quickly adapted to WalkMe, and began leveraging its capabilities. His commitment to our success was evident throughout, and we wholeheartedly recommend him for his invaluable contribution to our enhanced user experience.
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Nick Baca

Manager of Instructional Design - UMB Bank