Rebuilt a fragmented service journey into a fast, conversion-ready portal for onboarding and account management.
Connected CRM, billing, and analytics data to expose a cleaner view of pipeline health and client expansion.
Unified spreadsheets, approvals, and alerts into one operator dashboard with clearer workflow ownership.
Delivered a mobile-first workflow for distributed service teams handling updates, approvals, and service notes in the field.
Improved retention with guided renewal flows, clearer account communications, and lifecycle automation.
Introduced AI-assisted answer retrieval across policies, delivery docs, and internal playbooks for faster support responses.