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.