Customer story
How Wasatch I.T. automated training for a 50-person IT team
Wasatch I.T. is Utah’s largest locally owned outsourced IT company, providing remote and on-site support nationally for over 20 years. Sean Beck, Director of Professional Development, runs onboarding and ongoing training for a team of 50. The company runs on EOS, so processes are central, but the team needed a better way to share policies, verify comprehension, and track whether certification training was being completed.
- 4.8/5 on G2
- SOC 2 certified
Results at a glance
New hires
Ramp faster and enjoy it
20+ yrs
Supporting clients
50+
Team members
The challenge
The team needed to create documents that multiple people could view, share training automatically, and track whether team members had read what was assigned. Before Whale, gauging whether training had landed was difficult, with no reliable way to confirm comprehension. Running on a proprietary F.A.S.T.E.R. system, Wasatch needed a platform that could train people on specialized processes and meet them in the tools they already used, with onboarding that got new hires up to speed faster.
“We sought a solution to streamline the dissemination of policies and ensure users comprehended them. Additionally, our internal technical training required a more effective delivery method. Previously, gauging comprehension was challenging. Now, with Whale, we’re efficiently dispatching this training to employees as they reach specific milestones toward certifications.”
Sean Beck · Director of Professional Development The solution
How Whale solved it
Whale made policies and information easy to send and verify. The team can now confirm that users have read and understood assigned material, closing a long-standing gap in onboarding. New hires get up to speed faster, and Sean regularly hears that they are enjoying the experience. One feature the team leans on is the CoPilot extension: when new employees open the websites and tools they work in, the relevant Whale card surfaces automatically, so they get what they need without leaving the app.
The results
Comprehension you can verify
The team confirms that assigned material was read and understood, instead of assuming it landed.
Training in context
CoPilot delivers the right process inside the tools the team already uses, so learning happens without switching apps.
Faster, better onboarding
New hires ramp up faster, and Sean regularly hears they are enjoying the experience.
Before and after Whale
Before Whale: No reliable way to confirm training was understood
After Whale: Comprehension verified, not assumed
Before Whale: Sharing policies and training was manual
After Whale: Training dispatched automatically at each milestone
Before Whale: No tracking of whether assignments were completed
After Whale: CoPilot surfaces the right card in the tools they use
Before Whale: Specialized processes hard to train consistently
After Whale: New hires get up to speed faster
Customer proof
“With Whale, new hires get up to speed faster.”
Sean Beck · Director of Professional DevelopmentKey features used
The parts of Whale doing the heavy lifting.
Training flows
Automated sequences dispatch the right material to employees as they hit specific milestones, keeping certification tracks on schedule.
Learn moreCoPilot
The browser extension surfaces relevant processes in the apps where the team works, so employees get answers in context without switching tools.
Learn moreProgress tracking
Sean can see exactly who has read and completed assigned training, removing the guesswork from comprehension.
Learn more
Frequently asked questions
Book a Demo01How does Whale confirm that training was understood?
The team assigns training and then verifies completion, so Sean can see exactly who has read and finished assigned material instead of assuming it landed.
02Can training be sent out automatically as people progress?
Yes. Training flows dispatch material to employees as they hit specific milestones toward certifications, which keeps certification tracks on schedule.
03Do people have to leave the tools they work in to find a process?
No. The CoPilot browser extension surfaces the relevant process inside the apps the team already uses, so employees get answers in context.
04Does Whale work for highly specialized processes?
Wasatch I.T. runs a proprietary F.A.S.T.E.R. system and uses Whale to train its team on those specialized processes.
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