How Wealthsimple mapped their Guru knowledge 🗺️
In a recent Deep Dive, we had the chance to learn from
How Wealthsimple uses Guru:
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Guru is the first resource new Customer Experience Associates use at Wealthsimple use when looking for a solution to a client’s problem
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Guru is integrated into Wealthsimple’s LMS (Lessonly) and complements our training process
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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?
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Once you audited the content, how did you approach getting the content into Guru?
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What were the wins after this process for Wealthsimple?
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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!