Case Study: Planview AdaptiveWork boosts activations 25% and cuts support requests 55% with WalkMe

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Preview of the Planview AdaptiveWork Case Study

Clarizen Converts 25% More Demo Users into Long-Term Customers Thanks to WalkMe’s Streamlined Guidance

Clarizen, a cloud-based project management SaaS, struggled to convert free-trial users—especially those with little project-management experience—because many abandoned the product before setting up their first project, creating lost sales opportunities and avoidable support burden. The company needed a way to help trial users onboard quickly and to increase adoption of advanced features among existing customers without adding support costs.

Clarizen implemented WalkMe’s in-app guidance (Walk‑Thrus), which integrated easily, saved development time, and provided multilingual, customizable onboarding tied into analytics. The result: a 25% immediate increase in project activations (with new-registrant Walk‑Thru users more than doubling activation likelihood), a 55% reduction in support requests, regular Walk‑Thru use by ~16% of active customers, lower costs, and improved customer experience.


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