A Services organization is, by necessity, complex with respect to communication, collaboration, project visibility, and client management challenges. This complexity is the flip side of focusing on each client and each project to ensure its success. As such, most Services organizations do not scale well. Going to an actual Partner-led model is one solution, but this is prohibitively expensive for most functional or business services companies. Here’s where AI can help. Thankfully, even small to mid-sized organizations are well-tooled with business systems, productivity tools, computing, and data.
The graphic below shows the AI architecture we’re building at Knownwell to provide Services companies with a new paradigm for driving client-centric operations.
Building on the existing enterprise IT platforms shown in Tier 1 above and using the Knownwell platform, customers can utilize the additional layers in blue to create an AI architecture for customer success and operations.
- Tier 2 is a foundational layer that provides access to foundational models, structured and unstructured data stores and lakes, analytics, and insights that provide contextual knowledge to boost employees’ productivity.
- Tier 3 is a specialized layer that includes a client-specific model that can observe, learn, and adapt to your natural business flows.
- Tier 4 is an intelligent orchestration layer of agents with intentional outcomes in mind, with humans in the loop augmenting each other while enabling the organization to achieve high-quality and consistent outcomes.
Translating Strategic Goals to Client-Focused Execution with Knownwell AI
Leveraging the Knownwell platform allows for the strategic alignment of initiatives and the efficient management of client relationships. Whether your company adheres to established operational methodologies or is seeking to innovate, the platform’s insights into client health and network dynamics prove invaluable during review sessions and in day-to-day workstreams, enhancing both individual and organizational understanding.
Execution strategies often encompass two primary focus areas:
Enterprise Initiatives: These are projects aimed at maximizing the value delivered to clients, ensuring their engagement, and boosting satisfaction levels.
Client Management Programs: These strategies identify client challenges, establish client-specific goals, and proactively tackle issues with service, all while maintaining alignment with broader enterprise initiatives.
The Knownwell platform offers insights into client health, stakeholder networks, and recommended actions to drive customer satisfaction and client retention. By following a structured plan for projects and client management strategies, organizations can transition to data-driven client operations. More critically, they evolve into predictive, knowledge-driven entities capable of delivering superior outcomes. To be among the first to get access to the Knownwell Intelligent Operating System, sign up for our beta waitlist below.
