Identify your customer service roadmap with a 3-day workshop

Our roadmap workshop facilitators use design thinking concepts to help business decision-makers establish primary goals and vision using an approach that encourages thinking beyond simply making existing processes more efficient.

All or part of the cost of this workshop could be eligible for Microsoft co-funding.

Customer Service Roadmap

Use the Microsoft Catalyst methodology to build your customer service roadmap

Customer service is rapidly changing as technology and business conditions have evolved. It has become increasingly important to deliver consistent and connected support across all channels to earn customers for life. The Microsoft Catalyst workshop methodology helps organizations create a roadmap to implement high-return, high-value customer service initiatives.

In this personalized, one-on-one workshop, Rand Group will guide you through prioritizing high-value transformation scenarios to help you achieve ongoing innovation. At the end of the engagement, we deliver a roadmap to success and blueprints of high-priority transformation scenarios which will be the foundation to making your new vision a reality.

Questions and Answers

Day 1

Conduct interviews and ask thought-provoking questions to understand the current state of your customer service operations, identify business challenges, opportunities for improvement, and observe end-users to understand the user experience.

Ideation

Day 2

Participate in a workshop with key business stakeholders to synthesize high-level vision, prioritize business opportunities and initiatives, and create high-value transformation scenarios.

Training

Day 3

Delivery and review of customer service roadmap, including prioritization of customer service initiatives and execution plan for next steps such as a Catalyst Pilot for tailored transformation.

Catalyst Methodology

About the Microsoft Catalyst methodology

Microsoft Catalyst is a proven and powerful methodology to value identification. As part of a Catalyst engagement, meet with our team of customer service specialists, integration engineers and analytics consultants for a roadmap workshop. The scope of the engagement starts with a review of your business objectives, followed by mutual discovery and visualization of solutions, ending with a clear, actionable blueprint of how you can reach your business goals.

Your business transformation begins with an I.D.E.A

Build, plan, and execute business transformation strategies with a proven, innovative approach from Microsoft Catalyst — an envisioning and planning program that employs Microsoft Dynamics 365, the Microsoft Power Platform, and the Microsoft Cloud.

Inspire

Imagine a future state solution for your business. Start with an envisioning workshop.

Design

Discover what’s possible by aligning
technology investments to business goals. Take the business value and solution assessment.

Empower

Empower others in your organization to see the value. Present a solution demonstration.

Achieve

Achieve business outcomes and improved customer experiences. Develop your transformation plan.

Go a step further with a 3-week pilot to evaluate Dynamics 365 Customer Service

Rand Group offers a 3-week pilot customized to your business processes using the Microsoft Catalyst methodology to help you visualize how Dynamics 365 Customer Service can transform your organization:

  • Personalized pilot environment including data, transactions, and processes relevant to your business’s customer service operations
  • Free 30-day trial of Dynamics 365 Customer Service
  • Live pilot simulation demonstration to key stakeholders
Customer Service Pilot Signup

Transform your customer service operations. Contact Rand Group.