D300, a public school district in Illinois, faced a significant challenge in training its 3,000 faculty members on various technologies and tools. The district, which spans 27 schools and serves 20,000 students, had a dedicated IT department responsible for this task. However, the process of building training and process materials was arduous and time-consuming. The IT team had to manually create how-to guides, take screenshots, and record video screen shares using tools like Camtasia and WeVideo. This process was not only labor-intensive but also inefficient, with each guide taking up to 30 minutes to create and sometimes even 1 or 2 hours for additional review. Furthermore, the ever-changing nature of their software meant that much of the effort invested in creating these guides became obsolete when the user interface or processes changed.

Beacon Benefits, Inc., a small professional service provider serving small and micro businesses, was facing challenges in their documentation, training, and collaborative learning culture. The company, which specializes in providing state-of-the-art retirement programs, was struggling with the time-consuming process of documenting procedures and training programs. The complexity of their services, which include payroll, Section 125 administration, and retirement plan compliance, required a high level of organization and efficiency. The company was also looking for a way to foster collaborative learning among their team members, allowing everyone to contribute to team growth and learn new processes.

Coronis Health, a revenue cycle management company, was facing a significant challenge in managing and documenting their processes. With over 50 applications to support their 1,500+ customers, the operations teams were responsible for completing highly specific tasks. These processes were manually documented in Word or PDFs, which was labor-intensive and time-consuming. The lack of a single source of truth led to discrepancies in how things were done across Coronis and their clients, causing frustration and inefficiency. The company needed a process documentation solution that was simple, scalable, and compliant.

Crexi, a marketplace for commercial real estate listings, faced a significant challenge in keeping their internal and external help documentation up-to-date due to frequent product feature releases every two weeks. The Customer Success Managers (CSMs) were spending a lot of time creating videos to answer client questions, which were time-consuming to update and distribute. Additionally, the internal process documentation was becoming outdated quickly, making it difficult to keep their Sharepoint platform updated. The CSMs also had to create a new document for every client question to provide personalized answers, which was a time-consuming process that impacted their productivity.

Crosscard, a fintech startup based in Luxemburg, faced a significant challenge in its Sales Operations and Enablement department. Sidd Hora, the manager of this department, was spending a considerable amount of his time manually documenting important processes for his sales team. This was not only a slow and tedious process but also resulted in inconsistent formatting in their Guru knowledge base. The inconsistency made it difficult for the sales team to access and utilize the information effectively. Furthermore, the manual process of creating and annotating documents, then pasting them into Confluence, was inefficient and time-consuming. The challenge was to find a solution that could automate this process, improve consistency, and enhance the overall productivity of the sales team.