Customer Experience Transformation

Your customers expect
more. Your operations
need to catch up.

We transform the full customer-facing operation — contact center, service & support, processes, tools, and technology. Board-ready roadmap in as little as 2 weeks. No vendor agenda. Just results.

2 wks
Board-ready roadmap delivery
Fixed
Price & scope on core services
Results
We recommend what works, full stop
Book a Scoping Call See Our Work
Explore
Sound familiar?

The pressure is real

CX leaders across enterprise and mid-market are navigating the same four challenges.

Your leadership is pushing AI — but can your operation actually support it?

The pressure is real. But deploying AI on top of broken processes, fragmented data, and ungoverned knowledge doesn't accelerate transformation — it amplifies every flaw you already have.

"You can't build innovation on top of a faulty foundation."

Initiatives that cost a fortune and produce a slide deck

You need an evidence-backed roadmap with real initiatives tied to real outcomes — and an ROI you can stand behind in the boardroom. Not a strategy document that sits on a shelf.

"Board-ready. Defensible. Delivered in as little as 2 weeks."

Legacy operations holding back everything you're trying to build

Roles, workflows, and tooling designed for a different era are the invisible ceiling on every transformation effort. New technology won't fix what bad process built.

"You can't innovate your way out of bad process."

Your institutional knowledge is locked in data nobody can use

Transcripts, call recordings, tickets, chat logs, documents, emails — it's all unstructured, ungoverned, and sitting idle. Your staff could train on it. Your AI agents could act on it. Your operators could drill into it. But only if something extracts the signal from the noise first.

"LoreVault™ is the intelligence layer that turns your unstructured operation data into answers, training, and insight — for every role."
What we do

Consulting and delivery — your choice

Fixed-price engagements for defined outcomes. Custom-scoped delivery when you need us to build.

Recommended starting point: The AI & Data Readiness Assessment ($22,500) scores your organization across 8 dimensions and tells you exactly which services to engage and in what order — including a $14K upgrade path from CX Assessment to the full Strategic Roadmap. See how the paths connect →
$18,500
Fixed price · as little as 1 week

Foundational CX Assessment

A comprehensive current-state baseline across your full customer-facing operation — powered by CatalystOS™. With the right inputs and refinements, delivery can begin in as little as a week. Surfaces quick wins, structural gaps, and the foundation for everything that follows.

Note: One misaligned initiative typically costs $150K+ and 12 months. This gives you directional clarity fast — before you commit.
Learn more →
$32,500
Fixed price · as little as 2 weeks

End-to-End Strategic Roadmap

A fully prioritized transformation roadmap — board-ready in as little as 2 weeks with the right inputs. Powered by CatalystOS™ deterministic confidence scoring, every initiative is tied to ROI, risk, and timeline with a confidence score you can refine and stand behind.

Note: A mis-scoped transformation drains $200K+. Our confidence scores tell you what to commit to — and what to pressure-test first.
Learn more →
$22,500
Fixed price · as little as 2 weeks

AI & Data Readiness Assessment

A comprehensive risk and readiness assessment across AI maturity, data quality, technology stack, and operational readiness — before anything goes in front of real customers.

Note: A failed AI deployment costs far more in brand damage than prevention ever will. Know your readiness before you commit.
Learn more →
$39,500
Fixed price · 8 weeks

Operating Model & Workforce Redesign

For organizations that have matured on the technology front and need their operations to catch up — or have completed a strategic roadmap with us and are now ready to transform the operation to support it. Roles, workflows, capacity models, and governance redesigned end-to-end.

Note: Technology without the operating model to support it stalls. This is where transformation becomes real.
Learn more →
✦ Also available

End-to-End AI Solutions Delivery

When you need more than a roadmap — we design, build, and deploy production-grade, compliant AI solutions for your customer operations. Custom-scoped to your environment, your stack, and your compliance requirements. We're not a vendor. We're not pushing a platform. We build what's right for you.

Discuss your project

We recommend what works.
Including our own.

We work across the full technology landscape and recommend what's genuinely right for your operation. When our own products — like LoreVault™ — are the right fit for your use case, we'll tell you why and help you deploy them. When they're not, we'll point you in the right direction. Our credibility depends on getting it right, not on closing a deal.

Solution-first approach Honest fit assessment Your stack, your choice Compliance-first delivery
How we work

From insight to execution

A consistent methodology across every engagement — powered by CatalystOS™ intelligence.

01
Assess
Deep baseline of your full CX operation — people, process, technology, and data
02
Baseline
CatalystOS™ maps gaps, risks, and opportunities — with deterministic confidence scores
03
Roadmap
Every initiative tied to ROI, risk, and timeline — board-ready and defensible
04
Build
Redesign operating models or deliver AI solutions end-to-end
05
Oversight
Take our plan and run with it — or contract us to oversee all of it, or elements of it
Proprietary intelligence platform
CatalystOS™

CatalystOS™ is our proprietary CX intelligence platform — deployed across every engagement. It surfaces priorities and risks before you commit resources, so every recommendation is grounded in evidence, not instinct.

"Every EvolveCX engagement is powered by CatalystOS™ — the intelligence layer that tells you what to prioritize and what to avoid, before a single dollar is committed."
Explore CatalystOS™ →
Catalyst Play — Strategy module
Catalyst Play
Catalyst Journey — Experience module
Catalyst Journey
Catalyst Flow — Execution module
Catalyst Flow

Three intelligence modules — Strategy, Experience, and Execution — working in concert across your transformation.

Hi, I'm Lore!
LoreVault AI — friendly knowledge intelligence mascot
✦ New Product
LoreVault™

Your operation generates an endless stream of unstructured data — transcripts, tickets, recordings, documents. LoreVault™ is the intelligence layer that extracts the signals, structures the knowledge, and makes it actionable for every role in your operation.

  • For your staff — no more external training courses. Query your own data. Learn from your own operation. Your institutional knowledge becomes your curriculum.
  • For your AI agents — a governed, traceable knowledge layer built from your unstructured content — so they perform like your best people, not a generic model.
  • For your operators — signals that surface improvement opportunities automatically. Drill down into root causes without waiting on a report or a data team.
  • Works with what you already have — transcripts, call recordings, tickets, chat logs, documents. No restructuring required before you start.
See LoreVault™ → Request a Demo
Common questions

Before you reach out

Yes. We look at the entire customer-facing operation — contact center, service and support, the processes that underpin them, the tools and technology that enable them, and the workforce that delivers them. The contact center is often the starting point, but the transformation is always end-to-end.
We're operators, not theorists. Our team has built and run customer operations — we've lived the problems we solve. We recommend what's right for your business, and when our own technology like LoreVault™ is the right fit, we'll say so. When it isn't, we'll tell you that too. And all core services are fixed-price — no open-ended retainers, no surprise invoices.
When clients can provide the necessary inputs — operational data, stakeholder access, existing documentation — CatalystOS™ dramatically accelerates the analysis and synthesis work. Two weeks is achievable for organizations that are prepared and engaged. We'll be upfront in the scoping call about whether your situation qualifies.
We are not a vendor. We have no platform to sell and no technology commissions. AI Solutions Delivery means we design and build production-grade, compliant AI solutions for your specific environment — using whatever technology stack is right for you. We scope, architect, and deliver. You own everything.
Access to key stakeholders and existing documentation — operational reports, system information, workforce data, and a few hours with your team leads. We bring the methodology, the platform, and the analysis framework. You bring the context and the ambition.
30 minutes, no pitch. We use the time to understand your situation and tell you honestly whether one of our engagements is the right fit — and if so, which one. If we're not the right match, we'll say so. No follow-up pressure.
Ready when you are

Start with a conversation,
not a commitment

30 minutes. No pitch. No pressure. Just an honest conversation about where you are and whether we can help you get where you need to go.

Book a Scoping Call Email us directly

Fixed-price engagements from $18,500 · Custom AI delivery available · No retainers