What we do

AI Transformation Consulting Services

Move from AI curiosity to measurable implementation through opportunity assessment, strategy, customer experience, workflow automation, AI agents, technology selection, and responsible operations.

Modern contact center team using AI-powered dashboards
Quick answer

AI Contact Center vs. AI Customer Experience

An AI contact center upgrades one channel. AI customer experience is the full program. We start in the contact center — that's where the KPIs move first — then extend into journey, self-service, and personalization.

DimensionAI Contact CenterAI Customer Experience
ScopeVoice + digital channels in one departmentEvery customer touchpoint across the org
OwnerContact center / operationsCX leader, CIO, or C-suite
Primary KPIsAHT, wait time, deflection, CSATEffort, NPS, retention, lifetime value
Time to valueWeeks to monthsQuarters, iterative
AI patternsIVR, agent assist, virtual agents+ journey orchestration, personalization, VoC, agentic workflows
Compliance surfaceRecording, PHI/PCI in call flow+ data platform, consent, model governance

An end-to-end approach, priced to the decision

Most AI programs stall because the buying process and the delivery process were never designed to talk to each other. We connect them. Each of our four services is scoped and priced to a specific decision — take one, or run all four end-to-end. Every engagement is anchored to KPIs you already report on, so progress is visible from week one.

  • Vendor-neutral, with all economics disclosed up front
  • KPI-anchored from day one
  • Governance and risk built in, compliance applied where required
  • Independent of your integrator's timeline
Engagement options

Start at the level your organization needs

A focused first engagement can expand only when the business case, readiness, and measurable outcomes support the next step.

  1. 01

    AI Opportunity Assessment

  2. 02

    AI Readiness / Strategy Workshop

  3. 03

    AI Transformation Roadmap

  4. 04

    Pilot Implementation

  5. 05

    Technology Selection / Procurement Support

  6. 06

    Implementation Advisory

  7. 07

    Managed AI Operations / Optimization

01

Assessment & KPI Analysis

Understand your current state, define the metrics that define success, and surface the highest-leverage opportunities to improve.

Includes
  • Current-state discovery
  • KPI baselining
  • Opportunity mapping
Timeline
3–5 weeks
Success metrics
  • Baseline for 8–12 KPIs
  • 3–5 quantified opportunities
  • Executive-ready findings deck
Deliverables
  • Current-state assessment report
  • KPI baseline dashboard
  • Prioritized opportunity roadmap
02

Vendor Comparison & Selection

Objectively evaluate platforms across features, pricing, and compliance — then select the right-fit stack with no vendor bias. Shortlists span enterprise CCaaS, mid-market options such as 8x8 and Spectrum VoIP, and adjacent AI governance, threat detection, and voice AI tooling.

Includes
  • Multi-vendor evaluation
  • Feature & cost modeling
  • Compliance fit review
Timeline
4–8 weeks
Success metrics
  • 3–5 vendors evaluated apples-to-apples
  • Negotiated total-cost visibility
  • Defensible selection audit trail
Deliverables
  • Weighted vendor scorecard
  • 3-year total cost of ownership model
  • Compliance & security fit matrix
  • Negotiated contract terms
03

Implementation & Adoption

Guided rollouts with change management, training, and adoption support so the platform lands with agents, supervisors, and IT.

Includes
  • Implementation guidance
  • Change management
  • Training & onboarding
Timeline
3–9 months
Success metrics
  • Adoption measured against a documented baseline
  • Workflow performance tracked after launch
  • Business outcomes reviewed at agreed milestones
Deliverables
  • Phased rollout plan
  • Agent & supervisor training program
  • Adoption dashboards
  • Post-launch tuning cadence
04

Compliance & Security

Design controls that meet the frameworks your sector actually gets audited against — from federal to healthcare to utilities.

Includes
  • FedRAMP
  • HIPAA
  • FERPA
  • NERC CIP for utilities
  • PCI-DSS for financial services
Timeline
Runs parallel to engagement
Success metrics
  • Controls mapped to applicable requirements
  • Audit evidence defined by scope
  • Documented model & data governance
Deliverables
  • Framework-mapped control set
  • Data flow & residency diagrams
  • Vendor DPAs and BAAs review
  • Audit-ready evidence package
Capabilities

How our capabilities map to engagements

Buyers describe this work in different terms. Here is how the capabilities people search for line up with our four engagement services and three practice pillars.

AI Transformation Advisory

Strategy, readiness, roadmap development, implementation planning, adoption, and optimization for organizations adopting AI.

AI Readiness Assessment

Evaluation of business goals, workflows, data, technology, governance, security, and organizational readiness for AI.

AI Customer Experience Transformation

Advisory for modernizing customer journeys, self-service, and agent experience across voice and digital channels.

Contact Center Modernization

Migration from legacy platforms to cloud contact center and AI-enabled routing, analytics, and quality management.

Workflow Automation & Agentic AI

Design and deployment of assistants and agentic workflows that remove manual steps across customer-facing and internal business processes.

AI Governance & Risk Advisory

Policy, model governance, human-in-the-loop controls, and risk frameworks aligned to business needs and regulatory expectations where applicable.

Data & Security Readiness

Data quality, residency, access control, and security posture review before AI systems touch sensitive records.

Compliance-Aligned AI Deployment

Deployment patterns mapped to HIPAA, PCI DSS, GLBA, SOC 2, and public-sector requirements in regulated environments.

Technology Vendor Selection

Vendor-neutral evaluation and selection of AI, contact center, communications, workflow, and related platforms.

AI Implementation Advisory

Support from solution design through deployment, change management, adoption, and post-implementation optimization.

Managed AI Operations Advisory

Ongoing governance, performance monitoring, optimization, security oversight, and operational improvement for deployed AI.

Industry-Specific AI Advisory

Sector-tailored guidance for healthcare, financial services, government, and other regulated industries.

Implementation timeline

A four-phase engagement

Typical project phases and durations. Individual services can be scoped standalone; end-to-end engagements follow this cadence.

1
Phase 1 · Weeks 1–3

Discover

Stakeholder interviews, data pulls, and KPI baseline.

2
Phase 2 · Weeks 4–8

Design

Vendor evaluation, architecture, and compliance fit.

3
Phase 3 · Months 3–6

Deploy

Phased rollout, change management, and agent training.

4
Phase 4 · Ongoing

Optimize

Adoption tuning, KPI review, and model governance.

FAQ

Frequently asked questions

Common questions about scope, timelines, neutrality, and governance for AI transformation engagements.

How do you stay vendor-neutral when you also resell technology?
Recommendations come out of the assessment, not out of a vendor quota. Where we earn partner compensation on a platform, we disclose it in writing before you make a decision, and we offer a fee-only alternative where we take no vendor compensation at all.
How long does an AI customer experience engagement take?
Timing depends on scope and readiness. A focused assessment can precede a strategy workshop or roadmap; pilots, selection, implementation, and managed optimization are scoped as separate decision gates.
Do you work with organizations that already have a contact center platform?
Yes. Most of our clients have an incumbent platform. We assess what the current stack can already do, close gaps with AI where the KPI math supports it, and only recommend replacement when the business case is clear.
How do you handle compliance requirements like HIPAA, CJIS, or FERPA?
Compliance constraints are captured during discovery and become selection criteria, not an afterthought. We validate data residency, retention, audit logging, and human-review requirements against each candidate platform before shortlisting.
What does an engagement cost?
Assessments are fixed-fee and scoped to your size and channel mix. Implementation and managed advisory are quoted per engagement. We share the pricing model and any partner compensation up front so you can compare options fairly.

Ready to design an AI program that actually lands?

Start with an assessment or walk us through your current stack. No sales pitch, no vendor preference.