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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.

IT services

50+ team members

50+

Team members

20+ yrs

Supporting clients nationally

Hear it from them

Why Wasatch I.T. made the switch

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.

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

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

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

Features they rely on

The tools doing the heavy lifting inside their operations.

Training flows

Automated sequences dispatch the right material to employees as they hit specific milestones, keeping certification tracks on schedule.

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CoPilot

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

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Progress tracking

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

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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.

I rely on Whale to compile the necessary training materials and assessments. This ensures not only the documentation of information but also the evaluation of their knowledge. We can rest assured that our team members are equipped with the required information.

Sean Beck

Director of Professional Development

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