Cash-Wa Direct sells restaurant supplies in a retail environment to the general public, restaurants, and other organizations. Their goal was to transform their training approach from a hands-on manual process to an effective training system.
Cash-Wa Direct regularly created training materials for their retail staff, but had no reliable way to verify if employees were actually reviewing these resources or comprehending the content. Without a system to track completion and assess understanding, their training efforts lacked accountability and measurable outcomes.
Before implementing Whale, our biggest frustration was with training. We’d create documents for our team, but had no reliable way to track if employees were actually viewing them, completing them, or understanding the content. We needed a solution that could not only house our training materials but also include assessments and generate reports.
Whale has transformed Cash-Wa Direct’s operations in two significant ways. First, it’s cut their onboarding time in half. New employees can independently review documents and videos, coming to the team only with specific questions. This eliminates the need for days of hands-on orientation.
Second, it’s revolutionized how they educate their team about their products. At Cash-Wa, they pride themselves on product knowledge. Now, instead of time-consuming back-and-forth discussions, they can work with vendors to create educational content, upload it to Whale, and distribute it to their staff. The built-in quizzes verify comprehension, and the entire process takes half the time it used to require.
“Onboarding time has been cut in half, as has the time we put into developing and uploading training material. The system we have now means that we can track training initiatives.
So we can actually spend time evaluating the effectiveness of training and being more strategic on training initiatives, rather than investing so much time in training material development.“
The team evaluated several options, but Whale stood out for several reasons. First and foremost was its intuitive interface. The platform’s features – screen recording, step recorder, the ability to seamlessly integrate images, text, and video all within the same cards – provided capabilities that surpassed the competition.
But what really took the retail cake was Whale’s AI integration and the ability to create training content in much less time!
The built-in AI functionality was a major selling point, especially for creating standardized training like HR materials. Ultimately, Whale offered the complete package: ease of use, visual appeal, and powerful functionality.
Whale helped us maximize the effectiveness of our training and ensure our team was actually comprehending the material. The whole process takes at least half the time it did before.
Cash-Wa Ccreated new procedures by using pre-built templates that save timed, reduced effort, and ensured best practice
The team leveraged the AI writing assistant to create new procedures faster and with less effort
Training was automated to reflect the learning journey of employees according to role
Irrespective of where team members are, the QR codes provide instant access to training
Cash-Wa used AI-quizzes to valuate employee’s understanding and knowledge retention post training
Creating bite-size videos to show how to perform specific tasks or follow procedures really helped
The team can now automatically document every click, keystroke, and navigation path to create detailed, step-by-step instructions
The reporting feature tracks who is and who isn’t completing their training assignments on time
Whale is AI-powered software for documenting processes and training.
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