Waybook Isn’t Just About Documentation—It’s About Making Your Business Run Smarter
Implementing Waybook is only the first step. To truly maximize its impact, you need to track engagement, analyze progress, and continuously refine your content. By measuring success and making ongoing improvements, you ensure Waybook becomes an essential, evolving part of your business operations.
Why Measuring Success Matters
A well-documented process is only valuable if your team is engaging with it. Tracking and optimizing usage helps you:
Ensure team members complete essential training and documentation
Identify knowledge gaps and areas for improvement
Refine processes to enhance efficiency and performance
Empower team leaders and Document Owners to drive ongoing improvements
💡 Case Study:
Hale Law saves $60,000 annually with a dynamic, evolving Waybook—streamlining operations and ensuring long-term efficiency.
By the end of this module, you’ll know how to:
Use Waybook’s reporting tools to track engagement
Analyze progress and reset progress when needed
Gather feedback and refine documentation for continuous improvement
Tracking Progress with Reports
Waybook’s reporting features give you visibility into how your team is interacting with content, allowing you to measure adoption and optimize accordingly.
Progress Matrix
The Progress Matrix provides a high-level overview of team engagement, showing:
Who has completed required Documents
Who is in progress
Who hasn’t started
💡 Waybook Tip:
Use the Progress Matrix to track and follow up with team members who may need support.
Report Builder
Customize reports to focus on the metrics that matter most to your business. With the Report Builder, you can:
Generate insights on team engagement
Filter reports by member, document, or time period
Export data for deeper analysis
Member Progress (Document-Level Tracking)
For more granular tracking, the Member Progress report within a Document's settings allows you to:
See individual progress on specific Documents
Reset progress when necessary (e.g., after a document update)
🚀 Activation Challenge:
If you’ve recently updated a key document, publish major changes to ensure that relevant team members review the latest version.
Search Insights
Understanding what your team searches for in Waybook helps you:
Identify missing documentation
Spot recurring knowledge gaps
Improve content to better serve your team
✨ Quick Win:
Review recent Search Insights and update or create Documents that address unmet needs.
Collecting & Implementing Feedback
Encouraging team feedback helps keep documentation accurate, relevant, and easy to use. With Waybook, you can:
Use comments to ensure documents are accurate
Gather reader feedback on Documents and Waybook Ask results to spot where improvements are needed
💡 Waybook Tip:
Set up a regular feedback review cycle, using Document Verification, to ensure Documents stay up-to-date and useful.
Keeping Knowledge Up-to-Date: Publishing Changes
Your business evolves, and so should your documentation. Waybook makes it easy to:
Update and publish changes instantly
Notify team members about new or revised content
Ensure compliance and alignment with the latest best practices
Discover how Waybook’s automated notifications keep your team informed, engaged, and aligned. Learn more in our Help Center.
🚀 Activation Challenge:
Review a key Document and publish a major update with improvements based on recent feedback.
🏆 Congratulations!
You’ve Completed the Getting Started with Waybook Course.
Your Waybook is now a living, evolving resource that keeps your team aligned and efficient. To maximize long-term impact, focus on continuous improvement.
By tracking progress, analyzing engagement, and refining content, you’ve set your team up for long-term success with Waybook, and this is just the beginning! Continue to refine your Waybook, gather feedback, and explore new ways to enhance your team’s knowledge-sharing culture.
Need extra support? Our customer success team is here to help you sustain long-term adoption and success. Reach out anytime!