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Usage guide: Guide adoption

This page outlines various ways to use the pack, including use case examples.

Administrators can refer to the Configuration guide: Guide adoption to set up and customize the installed content.

The Guide adoption library pack enables EUC teams to:

  • Track adoption metrics, including published guides, manual starts, engagement, completion rates, drop-offs, and average duration.

  • Distinguish adoption trends across walkthroughs, tooltips, and media guides.

  • Understand where guides are most effective within the application

  • Inspect step-level engagement to pinpoint user friction

This pack includes a live dashboard designed to mirror the Application Dexterity experience but with enhanced granularity. Unlike static dashboards, it supports drilldowns into real-time data, offering deeper usage insights and investigation capabilities.

Library pack uses

Jump to Use cases on this page to see relevant scenario applications.

Use the library pack content for the following purposes:

Visibility

The Guide adoption live dashboard is the core element of this pack. It mirrors the Application Dexterity dashboard while offering expanded insights. With familiar KPIs and a focus on page-level and step-level guide engagement, the dashboard turns basic adoption metrics into actionable insights. You can:

  • Drill down into live usage data

  • Spot trends across guide types

  • Launch investigations from the dashboard directly

Navigating the dashboard

The provided Dexterity tab for your chosen application is ideal for an at-a-glance summary of guide usage and adoption.

For in-depth analysis, however, it can be more complicated to determine, for example, the actual employees who are using guides or how guide usage is changing over time.

The provided live dashboard Guide adoption aims to replicate these key KPIs and to provide additional insights, such as:

  • Guides started over time

  • Employee usage over time

  • Published guides by application

  • Employee guide usage by multiple breakdowns.

Use cases

In addition to the relevant use cases covered below, you may uncover other troubleshooting scenarios specific to your environment.

Identifying employees who spend the most time on guides

Guides with longer durations often support complex processes that involve multiple steps. Identifying the employees who spend the most time on these guides can help you:

  • Understand user challenges

  • Improve clarity and flow

  • Target them with Engage campaigns for feedback

From the Guide overview tab:

  1. Scroll down to the "Walkthrough" breakdown:

  2. By default, the bar chart is sorted by Employees. Click the "Guide duration" header to sort by the longest-running guides.

  3. Drill down to the listed employees to determine who is engaging most with this particular guide.

Identifying problematic steps within a guide

Long step durations or low step completion rates can signal friction or confusion.

To analyze step-level behavior in the Guide adoption live dashboard:

  1. Select a guide from the Walkthrough breakdown or use the dashboard filter.

  2. Switch to the Guide details tab to access the Steps table.

  1. Identify steps with unusually long durations or low completion rates. This may indicate a complicated procedure or an error within the guide itself.

  2. Optionally, contact users engaging with those steps for further investigation or feedback.

  3. This analysis helps improve guide effectiveness and ensures smoother employee experiences.

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