How Wealthsimple mapped their Guru knowledge 🗺️

In a recent Deep Dive, we had the chance to learn from @Jag Gill , Senior Specialist, Training & QA at Wealthsimple. He shared how he navigated mapping knowledge into Guru during implementation. Dive into Jag’s journey, and ask him questions below!

How Wealthsimple uses Guru: 

• Guru is the first resource new Customer Experience Associates use at Wealthsimple use when looking for a solution to a client’s problem

• Guru is integrated into Wealthsimple’s LMS (Lessonly) and complements our training process 

• It helps reduce noise in Slack channels dedicated to onboarding new Customer Experience Associates

Questions covered with Jag: 

• What were your challenges structuring content in Guru?
• What did you tackle first?

• Once you audited the content, how did you approach getting the content into Guru?

• What were the wins after this process for Wealthsimple?

• What advice would you give someone who is at the implementation stage, looking to structure their content? 

Questions for Jag? Have a takeaway you’d love to share? Drop em down below!