Case Study: Okta scales customer value delivery with Matik

Okta drives digital customer success at scale with Matik, reaching 97% CSM adoption

Okta, a leading identity and access management company, faced a significant challenge in scaling its customer success efforts. Their customer-facing teams were spending hours manually assembling data from disparate sources like Tableau and Salesforce to create value presentations for clients. This inefficient process hindered their ability to demonstrate value and drive adoption across their entire customer base efficiently.

To solve this, Okta implemented Matik's data-driven presentation automation platform. The solution seamlessly integrated Okta's data sources to automatically generate personalized, branded decks, turning what was once a manual, hours-long process into an automated one. Using Matik, Okta created nearly 20 templates to serve different audiences and launched a "value snapshot" program sent to 50% of its customers monthly. The results were exceptional, with close to 97% adoption of Matik among their CSMs and measurable impacts including higher customer growth rates and higher renewal rates for those who engaged with the snapshots. Matik enabled Okta to demonstrate value at scale and became an integral part of its customer success culture.

Okta