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Customer story

Wasatch I.T.

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.

50+

Team members

20+ yrs

Supporting clients nationally

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

Before Whale

No reliable way to confirm training was understood

Sharing policies and training was manual

No tracking of whether assignments were completed

Specialized processes hard to train consistently

After Whale

Comprehension verified, not assumed

Training dispatched automatically at each milestone

CoPilot surfaces the right card in the tools they use

New hires get up to speed faster

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.

With Whale, new hires get up to speed faster. I'm regularly receiving feedback that they're enjoying the onboarding experience.

Sean Beck

Director of Professional Development

Key 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.

CoPilot

The browser extension surfaces relevant processes in the apps where the team works, so employees get answers in context without switching tools.

Progress tracking

Sean can see exactly who has read and completed assigned training, removing the guesswork from comprehension.

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.

Success stories

Real results for teams small and big.

CashWa Direct

Cash-Wa Direct slashed onboarding time by 50% and revolutionized product training after implementing Whale’s all-in-one solution with integrated AI, comprehensive tracking, and built-in assessments.

Aurora Medical Spa

Rapidly-growing Aurora Medical Spa replaced paper-based training with Whale’s digital knowledge hub, giving 85+ employees instant access to critical procedures across multiple locations.

Oxygen Service Company

Oxygen Service Company has been running on EOS since 2013. With increased growth, the team needed a way to document, centralize & update processes.

Image Solutions

Image Solutions is a uniform service provider to some of the most well known brands. The 25-year-old company, 100 team members strong, had a growing need for streamlined internal processes.

Theiner ICT

Theiner ICT, a Dutch IT company, has been serving small and medium businesses since 2006. As the company grew from 3 to 35 employees, maintaining consistency in processes and knowledge sharing became increasingly difficult.

Rihm Family Companies

Rihm Family Companies, Inc. (RFC) is a 4th generation family-owned and operated business focused on providing exceptional service in the heavy-duty truck industry. See how Rihm is harnessing their company wisdom to onboard new hires.

SJA Solutions

SJA Solutions is the IT Solution for companies who don’t have IT! Find out how SJA Solutions is creating an internal Google using Whale.

Spartan Plumbing

Adi Klevit is a Whale Certified Partner and the CEO of Business Success Consulting Group. She worked with CEO of Spartan Plumbing Josh Ferguson to document the company’s process to help organize the business and ramp up new hires.

Posternock Apell

The team at Posternock Apell was looking for a way to systematize their policies and procedures for their legal firm. From implementing Whale they now have a more efficient way of working.

Wasatch I.T.

Whale was implemented to make it easy for policies and information to be sent out and read. The team can also now verify that users have read and understood it.

Fairway

With the help of a process consultant and Whale, Ben and his team were able to onboard new team members and train them consistently across locations.

Avior Wealth

Implementing Whale meant that Avior Wealth could train their team members across eight locations but with one central repository.

Elmwood Agency

With the help of Whale-certified partner Jason Henderberg, the team began documenting their processes. The team utilized videos and screenshots to ensure everything documented very well and in an organized manner.

SkyPort IT

Working with Whale certified partner Jason Henderberg, the team loaded over 100 documents into cards on Whale. Now the team has an organized and centralized documentation system and is setting up automated training workflows to train future new hires.