🌟 Introduction

Onboarding just got smarter. With the launch of the in-app training guide hub for IBM Apptio Planning, users now have access to contextual, self-paced learning right inside the product. Powered by Gainsight PX, this embedded experience eliminates the need for external resources or separate logins, making onboarding and continuous learning frictionless.

Now users can explore product features, complete tasks, and receive guidance without leaving the Apptio Planning interface.

🧩 What’s New?

✅ What is being launched?

The in-app training guide hub is a centralized learning experience built into Apptio Planning. It offers step-by-step walkthroughs, task-specific guidance, and on-demand training modules for users of all levels.

🎯 What problem does it solve?

Previously, users had to rely on IBM contacts or external documentation for even basic tasks. This hub reduces that dependency by delivering training at the moment of need, improving efficiency and reducing onboarding overhead.

🧭 What’s Inside the Bot?

The “Getting Started” section of the in-app training guide hub offers a curated set of walkthroughs designed to help users quickly become proficient with Apptio Planning. The guides reflect the full capabilities of the application, though availability may vary based on organizational settings.

📚 Expanded Training Modules in the Bot

The Training Hub within Apptio Planning offers a comprehensive set of guides to support users across key workflows. These modules are designed to be intuitive, self-paced, and accessible directly within the product interface.

🧠 Core Modules:

·       Apptio Planning Overview

·       Accessing Plans

·       Basic Expense Table Operations

·       Editing Plans

·       Submitting Plans

·       Checking Plan Status

·       Plan Comparison and Analysing Variances

·       Reports & Analytics

·       Help and Support

These guides reflect the full capabilities of Apptio Planning. However, if certain features are disabled in your organization, some guides may not apply.

Tip: Use the draggable KC Bot badge to reposition the guide interface for easier access while working.

📈 Business Outcomes

·       Faster Onboarding

·       Improved User Adoption

·       Increased Productivity

This release marks a significant step toward unified digital enablement, a single point of entry for learning and doing.

📢 Final Thoughts

The Apptio Planning in-app training guide hub is more than a feature - it's a shift in how we support users. By embedding learning into the workflow, we empower users to succeed faster and smarter.

Ready to explore? Just click the guide icon in Apptio Planning and start your journey.