Client Success Story - Improving Operational Processes using Zendesk at a Financial Services Firm
- Several online discovery sessions were held with key business and technology team members and leaders. Current processes and technologies were mapped in a mind map and pain points were identified by the team and by ImagineX.
- ImagineX created a functional and technical design for expanding the use of Zendesk Support and Guide across the business and sunset 3 other platforms. ImagineX also designed process for centralized content management.
- In 4 weeks, the client had detailed direction on Zendesk configuration and development recommendations and a roadmap scheduling 15 initiatives across the 5 quarters.
- The client immediately retained ImagineX’s Zendesk expertise to accelerate the delivery of that roadmap.
Technology & Tools
Zendesk Support, Zendesk Guide