SOLVE IT STORIES SOLVE IT STORIES The Successful Outcome With the help of Spekit, a just-in-time learning platform, Mariner Wealth “I rely on Spekit all the time. It has a Advisors was able to develop a robust library of Salesforce documentation. wealth of information, the knowledge The team now leverages Speks, bite-sized bits of embedded information, base keeps growing, and the Speks are always current. I often pop open in Salesforce to share best practices and deliver product and process the side bar even when doing training to end users where and when they need it. Since implementing procedures I’m familiar with, just to Spekit, employees are aware of the latest policies, and data hygiene in make sure I’m not skipping steps or Salesforce has greatly improved. The team also uses Spekit Spotlights missing any updates. The search (timely, contextual popups used to communicate company feature and links always get me to announcements, change management, onboarding, etc.) to convey where I need to be.” process changes across the organization. Spotlights can be customized CAROLINE DONAHUE by role, the end user’s URL, and other variables to ensure people are Senior Client Service Associate, only receiving the information relevant to them. Mariner Wealth Advisors This has resulted in ... • 20 new firms and approximately 250 associates onboarded to Salesforce from 2019 Q4 to present day, the majority of which were virtually onboarded during the pandemic. • An increase from 36 to 78 offices since 2019.* • 65% less time spent leading live/facilitated trainings and one-off walkthroughs. • Over 400 Speks, with more content constantly being created to support new policies, processes, and data health. • Two promotions in three years for Logan, in part due to Spekit helping her boost her own productivity and get others engaged with training content. Considerations for customers looking to keep the employee experience top of mind while rolling out process changes include: • Develop a repeatable and documented change enablement process to reduce surprises and ease the friction of change. Change management doesn’t need to be a huge, cumbersome effort. A just-in-time learning approach to change enablement allows you to easily provide ongoing, bite-sized training and reinforcement throughout every size process change. With this more agile * Office count is accurate as of 10/2022.