Consulting and Professional Services
Optimize Solutions, Elevate Client Success
001 /// Requirements Gathering
Your team can integrate customer emails, memos, PDFs, PPTs, XLS files, SharePoint, video call recordings, and more to consolidate requirements into a single, accessible RAG.
This centralized resource enables you to query information with a chatbot and create detailed requirement documents with precise references to the original sources.
002 /// Software Configuration
Provide your team with a dedicated environment to access and reference customer-shared documents using AI.
Newer implementers can quickly create real-time training materials to accelerate their learning curve.
Additionally, industry or regulatory documents can be integrated and interpreted by AI to transform them into actionable solution requirements.
003 /// Customer Training
Create training courses and chatbots tailored to your software’s features, along with customer-specific configurations, integrations, and workflow logic.
004 /// Post Go-Live Support
Training resources can remain available to support new hires and provide refreshers for existing users.
Chatbots, tailored to customer-specific configurations and implementation documents, serve as a tier 0 support layer, enhancing user assistance.
Analytics on course usage, user scores, and frequently asked questions help professional services teams identify key topics for comprehensive 10,000-mile check-up engagements.