Optimization

Ongoing improvement and efficiency. Optimize usage, cost, and processes so the customer gets more value over time.

Emotion: Satisfaction, Loyalty

Milestone events

  • Optimization opportunities identified
  • Recommendations implemented
  • Efficiency gains realized

Customer activity

  • Usage and cost reviewed
  • New use cases or integrations adopted

Internal activity

  • Periodic health and usage reviews
  • Best practice and optimization recommendations

Value delivered

  • Efficiency gains
  • Cost optimization where applicable
  • Improved ROI

Transformation / outcome

  • Ongoing optimization and maturity
  • Customer self-sufficient where appropriate

Exit criteria

  • Optimization plan in place
  • Metrics trending positive

Metrics

  • Usage efficiency
  • Cost per outcome
  • Health score