Best Customer Onboarding Software for Workday HCM

Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.

OnScreen is the most trusted Digital Adoption Platform (DAP), for SAP or any other browser-based enterprise application. Just in time OnScreen guidance can help you increase process efficiency and user productivity. Optimize SAP onboarding, Increase Employee Productivity, and Reduce Training Costs by up to 50% In-application walkthroughs for SAP ECC and SAP S4HANA transform business users into superusers. OnScreen is highly rated for its simplicity and usability. Any subject matter expert or trainer can create and manage content in minutes. OnScreen guides Users can access live overlays in any web application such as SAP, Salesforce SuccessFactors and Workday. OnScreen is very easy to set up and requires no server installation. OnScreen is a digital adoption platform for enterprises that offers flexible licensing and guarantees a high ROI.

Userlane is a digital adoption platform that allows anyone to learn any software in a matter of minutes. Our interactive guidance technology and virtual assistant on-demand provide contextual and tailored support for software users. Our solution is suitable for both employee training and onboarding (enterprise digitization) and customer onboarding (software vendors). Our interactive, step-by-step guides guide users through any browser-based software in real time. This helps them to achieve their goals quickly. Userlane helps customers and employees get onboarded faster, reduces support tickets by up to 75%, and improves productivity and user satisfaction. Our DAP is the perfect solution for companies with distributed workforces who want to automate and scale their support and software training.

Apty serves as a Digital Adoption Platform designed to enhance business processes for enterprises. Achieving effective digital adoption necessitates not only guiding users through essential new software applications but also actively encouraging them to engage with new workflows. Apty uniquely merges on-screen guidance with the efficiency of proactive process compliance automation. IT operations managers, application owners, VPs of HR and Sales, as well as prominent CIOs all rely on Apty to maximize their employees' utilization of web-based applications in their daily tasks. Each month, nearly one million users leverage Apty to master web-based applications and excel in their roles at renowned companies such as Delta Airlines, Boeing, Agile CRM, and many others. It’s essential to recognize that the challenge lies not in the software itself, but in the way it is employed by users. By facilitating a more effective onboarding experience, Apty empowers organizations to harness the full potential of their digital tools.

Whatfix is a digital adoption platform that helps companies provide modern onboarding, effective training, and better support to users through contextual content. Whatfix empowers software solutions with its incredible simplicity, intuitiveness, and personalization. Many Fortune 500 companies worldwide trust Whatfix to provide a quick return on technology investments and improve end user productivity.