Written by Jiri Walek
This theme has always been a challenge – how to ensure that the onboarding routines and user guidance stay in sync with the changes you are making to the digital toolchain? All of us in the industry were afraid to embrace changes to tools, because of the costs when adjusting all the onboarding and training materials.
At Newired we did find a solution for this … But let’s start from the beginning.
The ability to maintain onboarding and training content very much depends on the media contained in it. Let’s first review the different media options:
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Traditionally the most common format. Skilled people can design the educative content on a satisfactory level using different media.
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On top of these scenarios, the pioneering solutions for in-app guidance have emerged, allowing product vendors to embed the step-by-step guidance into their tools.
The early day’s guidance relied on techniques used in so-called “UI Testing”, to bind the guidance to the tools. That either requires lots of technical coding skills or is well-known for getting broken at every product change (oh yes, we all have been there, with broken UI tests almost daily upon every change).
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Now we come … We spent a big amount of time and effort to change the status quo – and we brought to the market a solution that not only balances guiding factor and maintenance cost – but actually excels in both areas.
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We address in previous blog articles what the benefits of having the in-app guidance and onboarding media embedded into the app are. Let’s add a few words on how can you maintain the content when you have a Digital Adoption Solution in place.
Newired guidance – i.e. how it links to the target web application – is resistant to most visual changes on the target application – changing texts, sizes, the position of elements on the screen, etc. We do not rely on the application visual presentation, but on the structural presentation on the screen, and we collect multiple identikits that ensure the element is always recognize.
Of course, it may happen that the actual process (steps to achieve the goal) changes. In this case, you just need to add (or remove) the steps into the Journeys and all the existing steps keep unchanged. Combining with the previous paragraph, this covers most target application changes.
We also focus on other external changes, such as adding new localization/language to your toolchain. The guiding content translations are maintained separately and you can maintain (add, change, publish) them without worrying about the actual flow or bindings.
Do you want to learn more about the Newired Digital Adoption solution? What about giving it a try? Download the free newired editor and learn by yourself how it works.