corporate services

Technology Advisory Services

TECHNOLOGY ADVISORY SERVICES

Helping You Choose and Integrate the Right Technology

As each technology provider boasts its latest capabilities, businesses might react in one of two unhealthy ways: drawn toward a shiny new object … or repelled by unfamiliar territory. Both can lead to devastating consequences.

Technology is a sophisticated tool that can create exceptional customer experiences — you just need a knowledgeable guide to help you make the right choice and integrate it with confidence

Through our technology advisory services, we lean into complex customer service solutions, so you have confidence in their impact on your customer experience.

UCaaS (Unified Communications as a Service)

A cloud-based communications platform that integrates multiple applications and services into one infrastructure
E.g., Zoom, Microsoft Teams, and Slack

CCaaS (Contact Center as a Service)

A cloud-based customer experience solution that allows companies to handle customer communications through a contact center’s software
E.g., SalesForce, Talk Desk, and Cisco Webex

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Conversational Messaging

Personalized and direct engagement with customers through their preferred digital communication channels
E.g., SMS text messaging, WhatsApp, and Instagram direct messages

Desktop Automation

Software on individual desktops that assists users by automating repetitive tasks and actions, increasing productivity and operational efficiency

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Testimonials

Nick Misewicz

"Tom and the team saved us months of work, auditing, and contract negotiations..."

LeadPops is in hyper-growth mode and we needed...
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Nick Misewicz
LeadPops

"Tom and the team saved us months of work, auditing, and contract negotiations..."

LeadPops is in hyper-growth mode and we needed a BPO partner who was flexible enough to support changes in strategy near real-time. Tom and his team at AdviseCX took us through their process which included a review of several BPO Partners in various domestic, nearshore, and offshore markets. After working with Tom to evaluate each solution, we settled on a fantastic partner in a nearshore market. The contract process took days, and we are now in the middle of launching a support team for our SaaS solution. The confidence and experience that came with AdviseCX allowed leadPops to make the right decision and truly partner with a BPO, not just hire one. Tom and the team saved us months of work, auditing, and contract negotiations. Providing us a catered solution to our growing pains took much of the stress out of the process and if you don’t look at AdviseCX as a solution provider for your business, you need to stop what you are doing and pick up the phone and call them.
Nick Misewicz
Nick Misewicz
LeadPops
Paul C. Marino

"...We were able to get the relationship up and running far faster than would typically be..."

I recently had the ...
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Paul C. Marino

"...We were able to get the relationship up and running far faster than would typically be..."

I recently had the opportunity to work with Tom at AdviseCX, and it was a great experience from beginning to end. Tom provided support all along the way and was able to connect us with the right BPO partner for our business. As a result, we were able to get the relationship up and running far faster than would typically be the case. Thanks to Tom and the team for being great partners and helping us with our critical business needs!
Paul C. Marino
Paul C. Marino
Peter Formisano

"AdviseCX saved our organization 100’s of man-hours and valuable resources..."

Although I am not new to outsourcing, our company was unsure there...
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Peter Formisano

"AdviseCX saved our organization 100’s of man-hours and valuable resources..."

Although I am not new to outsourcing, our company was unsure there would be partner that could deliver inside sales results and customer service with a level of quality and attention a small business would need. We were looking for a nearshore “boutique-style” outsourced solution to supplement our internal team. Given the importance and potential impact to our sales this decision would have, we thought it would be a good idea to get advice from an expert in the BPO outsourcing space. AdviseCX saved our organization 100’s of man-hours and valuable resources by navigating the outsourcing marketplace to find “the right fit” BPO partner. Their process is highly informative and allowed us to consider only those partners that were a good fit from the start."The CX outsourcing marketplace is overwhelmingly large and we would have never found the partner we selected without Jeff and AdviseCX.
Peter Formisano
Peter Formisano
Michelle Martinez

"I’m feeling great about our customer support..."

I can’t say enough great things about the AdviseCX team, and I’m not an easy...
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Michelle Martinez

"I’m feeling great about our customer support..."

I can’t say enough great things about the AdviseCX team, and I’m not an easy grader.I engaged AdviseCX to help our start-up select the right BPO partner for us. We were looking for a highly competent team in a niche field, at a reasonable price (more focus on empathy and problem solving approach than pricing). Tom did all of the heavy lifting, pushing, hard question-asking and always made himself available for discussion. He made me feel like we were his only client and was always two steps ahead of me, so I never had to ask what’s next. His process was streamlined and fine-tuned with great assessment tools, and yet highly personalized, leveraging his intuition and experience.In addition to helping us pick a BPO partner, we leveraged AdviseCX’s consulting services to design and operationalize the launch and help select the tech stack to support our CX/EX vision. Although I’ve managed a 500 seat contact center and am decently knowledgeable about CX, starting a contact center and building CX from the ground up, was something very new to me. Our initial engagement with Pete was to design our CX strategy and create a project plan for launching a program from scratch. Not only was the output of the work so great that we decided to continue with two more engagements but, almost more importantly, Pete’s working style and approach made it fun and collaborative. Pete knew when he needed to lead and I was out of my depth, but also understood when I had a point of view and felt strongly about something. Pete proactively helped with pretty much whatever needed helping, negotiating contracts, leveraging his years of experience to include valuable considerations, suggesting process, recommending technology and I never heard “that’s not part of the engagement, or we can do that, but it would be an extra fee”.If you’re looking for true partners that genuinely have your best interest at heart, then this is your team. With Tom, Pete and Kathleen’s advisory support for an integrated approach to BPO selection, a full build of CX processes, technology selection and implementation, training curriculum design and several other areas of support - right up to the launch of our product - I’m feeling great about our customer support and that we can distinguish ourselves from our competitors based on our CX.
Michelle Martinez
Michelle Martinez
Mary (Nitido) Horvath

"I strongly suggest you reach out to Tom"

A huge call out and thank you to AdviseCX! I recently went through a RFP...
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Mary (Nitido) Horvath

"I strongly suggest you reach out to Tom"

A huge call out and thank you to AdviseCX! I recently went through a RFP process and AdviseCX took 80% of the work out of it for me. They took my requirements and presented me with all of the best possible solutions in outsourcing. If you are looking for a new BPO partnership, I strongly suggest you reach out to Tom. More importantly, if you’re a BPO, you should be working with AdviseCX. They will deliver new customers to you with minimal sales effort on your side! Thank you for a job well done.
Mary (Nitido) Horvath
Mary (Nitido) Horvath
Kirk L. Curtis

"The level of information they shared on various markets... was incredible."

When we decided to begin a search for a new nearshore...
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Kirk L. Curtis

"The level of information they shared on various markets... was incredible."

When we decided to begin a search for a new nearshore BPO partner, we didn’t know where to start. I had experience working with BPO partners , but only knew about the larger BPO companies and didn’t think they were a fit for our size. I reached out to Jeff Bubak, a colleague from many years ago, and Tom Silzell, founder of AdviseCX to better understand if their model would benefit me. After hearing about their approach, experience, and the specific information they shared on every nearshore market, I was convinced they were a great fit to help me find a great BPO Partner. In addition to their no-cost solution to find BPO Partners, we have also engaged them to administer our formal RFP, assess our training curriculum, and a few other potential projects. I am convinced the AdviseCX team saved us months of work, thousands of dollars, and we have identified several potential new BPO Partners who will help us raise the performance bar and create a consistent customer experience. The level of information they shared on various markets, BPO partners, and approach was incredible. I would highly recommend reaching out to Tom, Jeff, or Pete, who leads their consulting practice, if you need to outsource your contact center or need CX Consulting help.
Kirk L. Curtis
Kirk L. Curtis

Services

End-to-End Technology Advisory Services

It is quite impressive how technology can optimize employee workflows and customer experience throughout the customer journey. Business experts at McKinsey reported that focusing on the customer experience with digital transformation can increase customer satisfaction by 20 to 30% and generate economic gains of 20 to 50%.

Solutions and Support

Unlike some quick-fix solutions, achieving the benefits of integrating CX technologies into your customer or employee journey requires far more than downloading an app. A comprehensive experience — assisted by the right technology — demands a process of developing a well-thought-out strategy, measuring and adjusting based on successes and failures, and managing progress.

Services

Strategy

  • CX Research & Assessment
  • CX and EX Journey Mapping
  • Customer Segmentation and Persona Development
  • Technology and Tools Assessment
  • Voice of the Customer
  • Performance Measurement and Metrics
  • Communication and Advocacy
  • Continuous Improvement
  • Requests for Proposal [RFP]

Services

Implementation

  • Technology Solutions
  • Process and Automation
  • Content and Communication Processes
  • Staff training and certification
  • Feedback Loop and Optimization
  • Change Management and Advocacy
  • Risk Management and Mitigation
  • Pilot Testing and Rollout

Services

Management

  • Data Security & Compliance
  • AI Managed Services
  • Measurement and Reporting
  • Performance Monitoring and Analysis
  • Project Planning and Governance
  • Stake Holder Management and Communication
  • Team Building and Collaboration
  • Quality Assurance and Control
  • Change Management Resistance
  • Budget and Resource Management
  • Data Management and Analytics
  • Reporting and Documentation
  • Continuous Evaluation and Improvement

Technology Advisory Services

Engage Your Customers and Employees With Convenience and Confidence

Do your eyes grow wide or gloss over when you read about these innovations? You’re in good company!

Let AdviseCX do the hard work of making things simple for your customers.

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Technology Advisory Services

AdviseCX is an advisory firm that provides strategy development and implementation beyond complex technologies to all aspects of CX. If your business struggles with unwieldy systems and limited measurable data, we can help you streamline your operations into the right unified communications solutions.