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Customer Success Operations / Customer Success Transformation




The triskele is an ancient symbol that signified cyclical action, progress, competition, rebirth, and revolution. Often interpreted today as representing “forward motion to reach understanding”, it is a fitting motif for customer success excellence.




Here the three legs of the triskele represent:

  • Program Management Best Practices – combining agile and traditional methods effectively.

  • Tailored Customer Success – matching motions to solutions and customer value.

  • Leveraging Advanced Data and Insights – defining and collecting key metrics, machine learning and practical artificial intelligence, planning, tracking, and actions to achieve desired outcomes.


Move toward this ideal with your Customer Success team. Services include:

  • Agile and Traditional Program Management for Customer Success Transformation.

  • High, Low, and Digital Touch Customer Journeys.

  • Adoption/Implementation Methodologies and Tools.

  • Customer Business Review Excellence.

  • Success Paths and Plans.

  • Value Measurement and Achievement.

  • Playbook Development.

  • Churn Indicators – Discovery, Tracking and Analysis.

  • Organizational Planning and Metrics.

  • Establishing and Improving Operational Cadence.

  • Interdepartmental Coordination.

  • 360 Degree Data and Insights.

  • Systems Implementation and Optimization.

  • High Performance Teaming – Recruiting, Growth, Training, and Exceeding Goals.

  • Team/Client Collaboration.

Certified in agile project and program methodologies, with many years of experience in Software-as-a-Service customer success and services leadership. Having guided customer success transformations for small, medium, and large corporations, we are familiar with your goals.


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