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EducationTemplatesSuccess Stories
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- Product
- Use Cases
- Resources
EducationTemplatesSuccess Stories
- Pricing
Cash-Wa Direct sells restaurant supplies in a retail environment to the general public, restaurants, and other organizations across 4 US stores. Shawn Emery, Director of Retail Stores, needed to move training from a hands-on manual process to a system that could verify whether employees were actually learning. The challenge was not just delivery but accountability: there was no way to know if anyone had read, completed, or retained the training materials.
Cash-Wa Direct created training materials regularly, but had no reliable way to know if employees were actually viewing them, completing them, or understanding the content. Without a system to track completion or assess understanding, their training efforts had no measurable outcome and no accountability.
Shawn needed a solution that could house training materials, include assessments, and generate reports. Not just a document library, but a system with measurable results.
“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.”
With Whale, new employees can independently review documents and videos before they start on the floor, coming to the team only with specific questions. This cut out the need for days of hands-on orientation. The team also changed how they handle product knowledge by working with vendors to create educational content, uploading it to Whale, and using built-in quizzes to verify comprehension.
The intuitive interface, screen recording, Step Recorder, and the ability to combine images, text, and video in one card gave Cash-Wa capabilities that other platforms couldn’t match. The AI integration was the deciding factor for creating standardized HR training quickly.
“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.”
The shift Whale enabled was not just faster training delivery but a change in how the team thinks about training altogether. Shawn can now spend time evaluating whether training is working and being strategic about what to improve, rather than investing all the time in producing the material in the first place. The whole process takes at least half the time it did before.
“Whale has cut our onboarding time in half. New employees can independently review documents and videos, coming to us only with specific questions. This eliminates the need for days of hands-on orientation.”
Key features Cash-Wa Direct uses to train their retail team.
Quizzes verify that employees have understood the material, replacing the guesswork of assuming training landed.
The Step Recorder automatically documents every click and navigation path into step-by-step instructions, cutting the time it takes to create new training material.
The reporting feature shows who has and hasn’t completed their training assignments, giving Shawn the accountability data he needed from day one.
