Client Objective
Exploring new terrain. A leading identity and access management software company aimed to enhance the effectiveness of its sales, marketing, customer success, and customer service functions. They knew their path should lead to using advanced analytics and AI, but they weren’t sure how to get there.
Unique Challenge
Unsure of their true north. With limited internal AI adoption and nascent analytics programs, the company needed an expert guide to understand how other SaaS and technology companies were leveraging AI. They wanted to build a strategic plan for scalable implementation that could go the distance.
Bespoke Solution
Strategic guidance that goes far. Unify partnered with the team to craft a targeted AI strategy. Unifiers interviewed stakeholders across four business functions and synthesized insights from industry research and best practices. In a workshop with over 70 participants, the team identified and prioritized more than 100 AI and analytics use cases. The top opportunities were mapped into a multi-year roadmap. Unify supported the launch of key AI capabilities, including churn modeling, customer insights, predictive chat, and next-best product recommendations, creating clear boundaries for success.
Proven Impact
Unbound value. The company is no longer lost. Now they have a clear, actionable roadmap to guide their AI investments across business units. The prioritized use cases have accelerated requirements gathering, design, and build phases for high-impact AI solutions. These initiatives are projected to drive measurable lift in customer engagement, revenue growth, and loyalty. Thanks to data-driven decision-making, the team’s journey to success is an easier destination.
To learn more about Unify’s proven impact and custom solutions, contact us today.