Implement AI for Customer Experience

Use AI to supercharge your customer experience outcomes and propel your brand forward.

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Not following a structured scoping and implementation approach will:

  • Focus efforts on use cases that don’t move the needle or address key challenges.
  • Overlook critical details and considerations when scoping your AI solution.
  • Skip critical steps that give your solution that best chance to make it past the POC stage.

Following scoping and implementation best practices will:

  • Ensure that the right stakeholders are involved from the outset, eliminating conflicts and competing priorities.
  • Align your initiative on the right requirements and success metrics.
  • Ensure your solution delivers maximum benefit once launched to your organization and customers.

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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.

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Module 1: Identify and Select Your Highest Impact CX-AI Use Case

The Purpose

Assess your core CX capabilities to identify high impact areas of opportunity to implement AI solutions.

Key Benefits Achieved

Understanding where AI will drive the most value to supercharge your core CX capabilities.

Activities: Outputs:
1.1 Assess your core CX KPIs to identify any challenging areas that need to be addressed.
1.2 Diagnose your CX capabilities to identify priority focus areas and aligned AI solutions.
  • CX Capability Diagnostic Assessment
1.3 Assess a candidate list of potential use cases on value and feasibility.
  • Candidate portfolio of CX-AI use cases
1.4 Select your pilot CX-AI project.
  • Prioritized list of CX-AI solutions

Module 2: Define Your CX-AI Solution Requirements and Project Scope

The Purpose

Fully scope your AI solution to include a robust problem statement and business context, the right solution success criteria, well defined user and data requirements, and a comprehensive framework to manage governance, risk, and compliance for your solution.

Key Benefits Achieved

A fully scoped CX-AI solution that can be leveraged to find vendor/solution fit or handed off to a development team to build and deploy.

Activities: Outputs:
2.1 Articulate the business context and a clear problem statement.
  • Definition of the problem and business context for your solution.
2.2 Define solution objectives and success metrics.
  • Defined objectives and success criteria.
2.3 Define high-level user requirements.
  • Defined user requirements for your solution.
2.4 Define your project data requirements.
  • Defined data requirements.
2.5 Define solution governance and compliance requirement.
  • A GRC framework to your guide your project.

Module 3: Determine Your Solution Path and Build Your “Go-Live” Plan

The Purpose

Develop an implementation plan to guide configuration and deployment of your CX-AI solution. Ensure you make the right choice around build or buy and built out your solution roadmap.

Key Benefits Achieved

A robust and highly detailed plan outlining all critical aspects and planning considerations to build, test, deploy, and scale your CX-AI solution.

Activities: Outputs:
3.1 Determine your solution path and estimate your solution size.
  • A first-pass solution path and size estimation.
3.2 Establish an execution framework to develop your Proof of Concept (POC).
  • Requirements to guide POC development for your use case.
3.3 Establish your deployment plan to bring your solution to production.
  • A deployment plan to launch your solution into production.
3.4 Define your communication plan.
  • A communication plan and roadmap to define key milestones.
3.5 Define your project roadmap.
  • A deployment plan to launch your solution into production.

Module 4: Establish Your Framework to Manage and Maintain Your Solution After Launch

The Purpose

Build the framework to manage, monitor, and continuously improve your AI solution after it’s gone live.

Key Benefits Achieved

A framework to ensure that your solution delivers as promised, it’s being adopted in the right way, and the impact it’s driving is being captured and communicated to your key stakeholders.

Activities: Outputs:
4.1 Establish your post-production monitoring plan.
4.2 Develop and adoption plan to guide your solution.
  • A monitoring and adoption plan for your solution.
4.3 Establish a framework to capture the ROI of your solution.
  • A defined ROI capture methodology.
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