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Business analyst managing data infrastructure, digital data pipeline on tablet and laptop

Business Systems & Workflow Optimization

Business Systems | Implementation | Automation | Integration

We help businesses implement and administer Zendesk, integrate disconnected systems, streamline workflows, automate processes, and put AI to work where it delivers real value.

Who are we?

Zendesk experts with a broader approach to business systems

HelpdeskCX helps businesses improve the way their systems, workflows and teams work together from optimizing and automating workflows to integrating disconnected business applications.

From requirements and solution design to implementation, integration and ongoing administration we help turn business challenges into practical technology solutions.

Business Meeting Analysis

How can we help?

From requirements and solution design through planning, project management, implementation, and deployment, we turn business needs into practical, effective solutions.

Connect systems and automate workflows. Leverage automation, integrations, and AI where it adds value to make your business systems work smarter and more efficiently.

We provide outsourced administration, configuration, optimization, and support to ensure your Zendesk solution continues to meet your business needs.

Strategy to execution.

Zendesk

Implement, administer, optimize and integrate Zendesk to fit your business.

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Implementation

Requirements, solution design, planning, project management and deployment.

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Automation & Integration

Connect systems, automate workflows and eliminate repetitive manual processes.

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AI & Emerging Technology

Identify practical opportunities to use AI to improve customer service, operations and business processes.

Planning Board Notes
Artificial intelligence automation workflow process Automated ai data analytics algorithm

Automation, Integration & AI

AI where it makes sense.

Connect systems, automate workflows and eliminate manual processes. Where AI can add meaningful value, we help identify and implement practical ways to put it to work.

How We Work

From Problem to Solution

Anyone can configure a system when they're given a set of instructions. The real challenge is determining what the system should do in the first place.

We look at your processes, systems and business requirements to understand what's happening today, identify opportunities to improve them, and design practical solutions that work within your existing technology landscape.

From Problem to Solution

Understand

The first step is to clearly understand your challenges and requirements and learn how your business and existing systems work.

Define

We gather requirements and identify opportunities for improvement and determine the technology stack that best fits your requirement and budget.

Design

We develop a practical solution based on your goals, technology and budget.

Implement

We configure, integrate, automate and assist to deploy the solution.

Optimize

We provide ongoing administration and improvements as your business evolves.

Have a system, workflow or process that isn't working the way it should?

Let's figure it out

Use Cases

Here are some examples of use cases we provided solutions for.

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Field Service Integration

Integrated the Synchroteam field service solution with Zendesk to allow agents to schedule technician jobs and link updates to Zendesk tickets.

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Formstack Forms Integration 

Formstack (by Intellistack) forms allow you to build customized forms that can be deployed anywhere. The Zendesk integration creates Zendesk tickets and with the correct field data.

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Analytics

Build custom reports and dashboards in Zendesk Explore or utilize external BI tools like Power BI and Microsoft Fabric to consolidate data from multiple systems.

Contact

Contact Us

How can we help?

Our goal is to help you get the best out of your business support systems.

Whether you're looking to streamline processes, implement new solutions, integrate applications, consulting services, or help implemention AI, our services are tailored to meet your unique needs.

 

Course
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Course Promotion

Our ' How to set up a new Zendesk instance from scratch' Udemy course is on promotion!

Learn how to set up your new Zendesk ticketing system and configure the mail channel, web form and business rules.

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