Customize Consent Preferences

We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below.

The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... 

Always Active

Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data.

No cookies to display.

Functional cookies help perform certain functionalities like sharing the content of the website on social media platforms, collecting feedback, and other third-party features.

No cookies to display.

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc.

No cookies to display.

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

No cookies to display.

Advertisement cookies are used to provide visitors with customized advertisements based on the pages you visited previously and to analyze the effectiveness of the ad campaigns.

No cookies to display.

We Deliver the Answers (and Actions) You Need.

Where do I start with all this technology? Can we benefit from automation or AI? How do we prioritize efforts? What’s our plan? We’ve heard these questions and answered them all. Our contact center consulting services can take you from unsure to unstoppable by revealing quick wins, areas of immediate opportunity, and a long-term strategy for success.

Whether it’s helping deliver a new service initiative, driving changes in the approach to customer engagement, introducing new technologies or processes, or simply rolling out new capabilities, we’ll help you get there.

Consulting Services

Know Your Customer Journey.
Improve Your Customer Journey.

Do you know — really know — what your customer experience looks like across all touchpoints? You should. And you can. We can make that journey clear, identify areas for improvement, and map out a plan to meet future KPIs so future ROI is right on target.

Journey Mapping

Knowing everything about your customer experience journey (all decision points, pain points, etc.) is key to knowing what to keep, lose, enhance, and change for a better experience.

Maturity Assessment
& Audit

Do you exceed or fall short of your customers’ expectations? Knowing the answers (it can be both, in different areas) is vital information.

Digital Strategy & Enablement

Your customers expect a seamless experience across many digital channels. We can give it to them.

Experience Design

Our experts can design the ideal customer experience — one that will enhance customer engagement while meeting your specific business objectives.

Impact Analysis

We help identify costly areas of inefficiencies and provide recommendations to increase efficiencies through automation and other improvements to deliver financial gains.

Strategic Planning

Just as important as knowing where you want to go is having a strategic plan, a roadmap, to get you there. With our experts on your side, you’ll know exactly what it will take to get there.

woman working at computers

Discovery Assessment

Typically conducted with key decision makers and business owners. Recommended as an initial step to any project, this two-hour virtual discussion reviews business challenges, performance metrics, existing technologies, and specific business objectives. Our team will uncover areas of immediate opportunity as well as provide recommendations for additional technologies and capabilities where applicable.

Discovery Workshop

Held onsite with major stakeholders and principal contact center management. The workshop varies from a half-day to a two-day session based on the requirements and objectives of the business request. With a ‘listen first’ approach, our consultants guide the team through a collaborative journey, beginning with identification of the business challenges and ending with actionable recommendations that set you on the road to success.

team collaborating
impact analysis consulting services

Impact Analysis

Waterfield Tech’s Impact Analysis engagement helps organizations address inefficiencies across the contact center and capitalize on digital transformation opportunities. We work with your team to apply quantitative financial value to your customer experience so you can make the right decisions for the business based on the best financial outcome. This offering includes CX consulting across the entire contact center landscape.

Partner with a
Performance Expert

Take the first step toward maximizing your operations.

Join Our Team

We’re hiring innovative, passionate team players.