Resources — Case Studies

Real deployments. Measured results.

No composite scenarios, no hypothetical ROI. Sixteen real engagements — from an EMR-integrated patient IVR to a 700-agent Webex Contact Center migration — and what actually changed after go-live.

01 — By the Numbers

The portfolio, in four numbers

Every engagement starts with a workflow map and ends with a KPI. Here is what that discipline adds up to.

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customer success stories on this page — every one a real deployment

Workflow Concepts engagements
0%

best-in-class call deflection achieved with AI self-service automation

KAYAK deployment
0

agents migrated to Webex Contact Center in a single retail deployment

National retail chain
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industries served — healthcare, finance, government, utilities, retail & B2B

Cross-industry practice
02 — The Case Files

Sixteen engagements. Six industries. One method.

Filter by industry, or read straight through. Each story follows the same arc: a specific operational problem, the workflow we engineered, and the outcome we measured.

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call deflection with AI self-service

KAYAK

Repeat callers requesting basic travel information were flooding the queue. We automated those requests with cloud-based self-service — deflecting 60% of calls and freeing agents for the conversations that actually need a human.

TravelAI Self-Service
0

agents migrated across 150 locations

National Retail Chain

150 locations, an aging platform, and zero tolerance for downtime in season. We migrated 700+ agents to Webex Contact Center on one administration model — with war-room support at cutover and no disruption to stores.

RetailMigration
EMR

integrated patient scheduling IVR

University of Chicago

Patients calling to confirm or reschedule appointments waited for live schedulers. We built a custom IVR integrated directly with EMR scheduling — vastly improving patient self-service and lifting satisfaction scores.

HealthcareIntegration
SSO

DUO single sign-on with secure ServiceNow ticketing

US Air Force — Kessel Run

The Air Force's software organization needed cloud contact center capability that met strict security requirements. We delivered Webex Contact Center with DUO SSO authentication and secure ServiceNow ticketing integration.

GovernmentIntegration
M&A

queues consolidated through a bank merger

New Hampshire Mutual Bancorp

A bank merger left overlapping queues and inconsistent routing. We redesigned UCCX to consolidate queues and added intelligent routing with CRM screen pop — reducing talk time while unifying the customer experience.

BankingUCCX Redesign
24/7

self-service for resets, bill pay & scheduling

National Utilities Company

Password resets, bill payments, and appointment scheduling were consuming agent hours around the clock. Self-service automation now handles them any hour of the day — cutting both talk time and queue times.

UtilitiesAI Self-Service
IVR

conversational IVR completing full transactions

PTD

Routine account and payment calls were tying up agents. We built a virtual agent integrated with their CRM and payment systems — a conversational IVR that completes entire transactions without ever touching a queue.

B2BVirtual Agent
Dialer

custom outbound dialer with virtual agent

Guild

Outbound reach was capped by manual dialing. We engineered a custom dialer paired with a virtual agent and MS Exchange integration — increasing outbound capacity and connections per hour without adding headcount.

B2BOutbound
Chat

web chat added with AI chatbot & CRM sync

NewSouth

Voice-only service limited how customers could reach the business. We deployed Webex Calling and Contact Center with an AI chatbot and CRM integration — adding web chat as a fully routed, fully reportable channel.

B2BOmnichannel
1-Click

agent login replacing a multi-step Finesse process

Acadian

Agents fought a cumbersome Cisco Mobility and Finesse login sequence at the start of every shift. We engineered a custom single-click agent login — seconds to ready-state, every shift, with no misconfigured sessions.

HealthcareAgent Experience
QM

automation spanning quality management & self-service

Stillwater Insurance Group

Manual processes were slowing policyholders and agents alike. Multiple automation projects — spanning self-service and quality management — transformed both the customer and the agent experience across the operation.

InsuranceAutomation
Cloud

Webex migration with emergency call routing

Columbia County

An aging platform limited citizen self-service and offered no smart handling for urgent calls. Migration to Webex Contact Center improved self-service and gave emergency calls the intelligent routing they demand.

GovernmentMigration
Cloud

electric co-op migration to Webex Contact Center

MidSouth EC

The electric cooperative's legacy system was holding back member service. We migrated MidSouth EC to Webex Contact Center — unlocking enhanced functionality, cloud administration, and modern routing and reporting.

UtilitiesMigration
Cloud

credit union migration to Webex Contact Center

CFCU

The credit union needed to move past its legacy contact center without disrupting member service. We executed a clean Webex Contact Center migration — cloud flexibility delivered with banking-grade reliability.

Credit UnionMigration
M&A

merging companies unified on one cloud platform

MBE

Two merging companies were running separate contact center platforms with separate processes. We consolidated both onto one cloud contact center — one queue structure, one reporting model, one customer experience.

RetailConsolidation
Omni

OmniXpress omnichannel with MS Dynamics history

Inside Sales Organization

Sales reps had no visibility into prior customer interactions across channels. WFC OmniXpress with MS Dynamics integration unified every channel and put the full interaction history in front of reps on every contact.

B2BOmnichannel
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