AI Strategy - Customer Management Practice

Build Confident AI Strategy Journey

AI investment is accelerating, but without a clear roadmap, organizations risk fragmented pilots, unclear ROI, and misaligned decisions. This 9-month journey helps your team benchmark against peers, prioritize high-impact investments, evaluate vendors, and build a strong, data-backed AI strategy.

How CMP Drives Impact

AI Roadmap Benchmarking

Understand how your current and planned AI investments compare to peer organizations

Investment Prioritization

Identify the top technology categories that will drive the greatest operational and CX impact

Vendor Shortlisting

Use structured research and inquiry support to build confident shortlists

Demo & Evaluation Support

Prepare for vendor demos with clear evaluation criteria and decision frameworks

Business Case Development

Build a defensible, data-backed case for AI investment and executive approval

Support You Over 9 Months

Structured guidance to help you focus on what matters most — and prove the impact

1. Benchmark & Align

Establish visibility into your current AI roadmap and peer positioning

2. Prioritize & Evaluate

Identify top investment categories and assess market options with structure

3. Decide & Justify

Select partners confidently and build a compelling investment case

Journey Timeline

  • Client Intake: Submit current and planned technology investments
  • Custom Benchmark Report: Your AI & Tech Roadmap vs. Peers
  • Identification of early opportunity gaps
  • 2 dedicated analyst hours month
  • Journey-holder portal access
  • 2 CCW Conference passes (includes pre-event expo hall navigation coaching session)

Primary Outcome

A clear understanding of where your AI roadmap stands relative to the market.

  • Identify top 3 technology investment categories
  • Inquiry guidance on gathering requirements
  • Build shortlists using Prism research and market intelligence
  • Guidance on demo preparation and vendor evaluation
  • Review demos and receive structured decision support
  • 2 dedicated analyst hours per month

Primary Outcome

Shortlisted, strategically aligned technology options supported by peer data and analyst expertise.

  • Structured guidance on final vendor selection
  • Build a data-backed business case using CMP benchmarking insights
  • Align staffing, operational, and financial implications
  • 2 dedicated analyst hours per month

Primary Outcome

A confident AI investment decision supported by credible, comparative data.

Engagement Deliverables

Guided Journey

9-month AI strategy roadmap

Analyst Hours

2 dedicated analyst hours per month

Custom Benchmark Report

Your technology roadmap vs. peers

Prism Access & Vendor Guidance

Prism dashboards, market intelligence, and demo support

Web Portal

Journey-holder portal access

Event Passes

Two passes to CCW Conferences (includes expo hall navigation coaching)

Turn Insights Into
Action

  • Identify customer contact agents most likely to succeed using CMP Research Agent Competencies that highlight the skills tied to strong performance
  • Improve agent development by pinpointing strengths, skill gaps, and priority areas for upskilling to elevate career growth and customer contact outcomes

CMP Research Prism Access

Evaluate solution providers with insights and feedback from analyst, user and marketplace perspectives.

Prism for Automated QA/QM

Check out the whitepaper and interactive dashboard to see how solution providers were assessed using analyst analysis, user feedback and marketplace data.

Prism for Customer Analytics

View Prism for a comprehensive overview of each solution provider to make informed decisions when selecting solutions to drive data-driven customer insights.

Prism for WFM

Get an in-depth overview of each solution provider, enabling organizations to make informed decisions to improve workforce efficiency and planning

Prism for Real-Time Agent Agent Assist

The refreshed CMP Prism evaluated real-time agent assist solution providers and segmented them into 5 categories: pioneering, leading, core performing, up & coming and emerging using analyst analysis, user feedback and marketplace data across 10 criteria.

Prism for Conversational IVR/Voicebot

Discover how conversational IVR and voicebot solution providers compare across key capabilities, enabling organizations to identify the right technologies for customer contact/CX

Prism for Chatbot/Virtual Agent

Review CMP Research’s evaluation of real-time agent assist and copilot providers, designed to help organizations enhance agent productivity and deliver smarter customer support.