Contextual learning to boost tool competency
With more than 1,100 employees across the United States, the CoBank team needed an easy way to provide end-user guidance within the systems themselves. With Spekit, content developers can embed 'Speks', or bite-sized pieces of information, directly in the tools that users accessed every day, such as Salesforce and nCino. This includes rich text, videos, and links to other resources to provide even more context and quickly enhance content.
To complete a process, all end users have to do is hover over the Spekit icon in whichever tool they're using and access the information they need. By providing tool process guidance contextually, content developers create a personalized, self-service learning environment that reinforces team training and reduces the time it takes to learn a new process. Plus, because end users don't have to leave the flow of work and no longer have to hunt for external resources, they can perform their work in the system much more efficiently.
Because the Spekit rollout was successful, the team was able to retire user guides in other systems and no longer relies on limited Salesforce help text as the only way to have contextual guidance, opening up capacity and reducing demand on developers.
Single source of truth to reduce repetitive questions
Before Spekit, enablement content was scattered across SharePoint, PowerPoint, and system help text. With Spekit, the entire organization has access to the most up-to-date information, which they can access seamlessly through the Google Chrome extension or directly in tools like Salesforce and nCino.
The best part is, unlike very structured legacy methods of documents, maintaining Spekit is incredibly low risk because it can be corrected immediately. Content developers can update and push content to the entire organization in a matter of minutes. Plus, because the organization has a single source of truth for documentation, department managers and subject matter experts no longer have to create redundant training materials, giving time back to focus on more impactful projects that will move the business forward.
Easy-to-share notifications to reinforce adoption
Like most companies, CoBank frequently has important process and system changes as they navigate digital transformation. The team relies on Spekit’s Spotlight feature for internal urgent messaging. With Spotlights, leaders can instantly notify their teams with a pop-up alert. This allows management to get ahead of change and problem management. For example, if there is a known bug in the product, a team admin can create a Spek on how to navigate it while also creating a Spotlight to send the information instantly.
