CX & AI Advisory

Get clarity before you invest in UC, CX or AI

We've architected 100+ enterprise communication transformations because we help you understand the real challenges first, then solve them with modern technology that delivers business advantage.

Independent, vendor-agnostic advisory - focused on outcomes, governance and ROI.

This is for you if:

 You need to understand your true communication challenges

 Your current processes need redesign around new capabilities

 You want to align technology with your business goals

 You need to see what modern platforms (including AI) can actually do

 You want to drive efficiencies in multiple business areas in a risk free way 

cx advisory

Here's the thing about modern communication platforms:

Modern communication platforms can transform performance - but only when they’re designed around real workflows, properly governed and aligned to business goals.

Advisory helps you avoid costly missteps: buying tools that don’t integrate, designing journeys that don’t scale, or rolling out AI without controls.

We’ll map your current state, define outcomes, and build a clear, prioritised roadmap.

Talk To An Expert

Trusted by leading teams, delivered with leading platforms

Our Customers

  • Dext
  • alcumus
  • AVFC
  • ineos
  • severn
  • Ashton
  • CA

Our Technology Partners

  • zoom
  • ring central
  • goto
  • dialpad
  • nice
  • teams

Our Integrations

  • HubSpot
  • Salesforce Logo
  • teams
  • Dynamics 365
  • WhatsApp
  • ServiceNow
  • jira
  • zendesk

Our process

1-4

CX  and
AI Advisory

In a short walkthrough, we’ll understand your current setup and map the quickest path to improvement.

2-2

Technology selection

Vendor-agnostic recommendations across leading platforms. We’ll help you choose what fits, not what’s easiest.

3-4

Deployment services

Staged rollout, training and integrations, delivered with a security-first approach so adoption sticks.

4-1

Modern managed services

Proactive management and optimisation so you keep getting value from your platform after go-live.

What we actually do

✓ Audit your current setup

We dig into everything - processes, inefficiencies, and gaps. Through discovery, we help you understand what the real problems actually are. No assumptions made, just current-state assessment + gap analysis.

✓ Create your 3-year roadmap

Not some vague 'digital transformation' plan. A practical roadmap that redesigns processes around new technology capabilities and aligns with your business goals. Prioritised roadmap with quick wins + phased plan.

✓ Deep platform analysis

We look beyond features to what really matters - how AI and modern platforms can transform your customer experiences. We gauge mutual fit to ensure solutions match your needs. Vendor-agnostic comparison + recommendation

Talk to An Expert

Discover how our communication tools can streamline your business operations.

Get a clear plan for UC, CX or AI - without vendor bias.

Choose a slot to the right and we’ll review your current environment, priorities and constraints, then recommend the best next step: quick wins, roadmap, or platform selection.

it’s what we do best

Client reviews

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Justine Long
Head of Operations,
CA Auto Finance

"Saved us from an expensive mistake"

"We had vendors trying to sell us something we didn't understand. Mark was different - he was completely impartial and focused on finding what we actually needed. He took all the technical jargon and made it simple to understand the real business impact.

More importantly, he caught things we would have completely missed. On paper, everything looked similar, but Mark knew what looked similar wasn't actually similar. That expertise probably saved us from making a very expensive mistake."

Ashtons-legal-logo
Ben Hallatt
IT Director, Ashtons Law

"Made complex decisions feel manageable"

"We thought we just needed to upgrade our phone system. Mark helped us see we were thinking way too small. He walked us through what modern platforms can actually do, translated all the technical jargon into real business value, and completely transformed how we interact with clients.

What really stood out was how he made complex decisions feel manageable. Instead of pushing a solution, he helped us understand what was actually possible - then stuck around to make sure we got real value from it. Without his expertise, we would have just upgraded to another basic phone system and missed this huge opportunity."

Frequently asked questions

 

How do I know if I need advisory services?

If you're planning a major communication tech change, you need a strategy first. Most companies com to us when they realise going straight to technology selection is risky - especially with 200+ users and complex needs.

What exactly happens in the advisory phase?

We analyse your current setup, interview stakeholders, map out requirements, and build your transformation strategy. Think of it as the blueprint phase - getting this right prevents expensive mistakes later.

What's included in your initial audit?

A deep dive into your current costs, systems, pain points, and opportunities. But we're not just looking at tech - we analyse workflows, culture, locations, integrations, user feedback, and business goals to build a complete picture.

How long does the advisory phase take?

Typically 4-6 weeks from first workshop to final strategy presentation. We can move faster if needed, but proper analysis prevents expensive mistakes down the line, we advise starting this process 6 months before procurement.

What deliverables do we get?

A complete transformation strategy including:

 

  • Current state analysis
  • Detailed requirements mapping
  • 3-year technology roadmap
  • Budget and resource planning
  • Executive presentation deck

Do we need advisory if we know which platform we want?

Even when you have a platform in mind, proper planning prevents expensive surprises. One client thought they just needed new phones - our analysis helped them transform their entire customer experience.