Education Organization: From AI Ambition to Enterprise-Scale Voice Agent Deployment
Bear IT guided an education organization through the decisions behind an enterprise-scale Intelligent Voice Agent initiative, from evaluating the opportunity and developing the business case through selecting and supporting deployment of the Poly.ai voice agent.
Client and individual identities are withheld. This engagement summary describes a specific situation; scope, provider responsibilities, and results vary. Terms and limitations.
Engagement at a glance
- Situation4pressures identified
- PracticeCustomer Experience & Contact Center AdvisoryEducation & Learning
- Scope4workstreams planned
- Outcome4engagement highlights
The Challenge
Leadership needed to determine where conversational AI could create value at enterprise scale, compare providers, and translate a promising concept into an actionable program.
- Identifying where conversational AI could create value across a high-volume service operation
- Comparing providers against business and operational requirements at enterprise scale
- Turning a promising concept into an actionable program
- Coordinating stakeholders across deployment planning
Our Approach
Bear IT evaluated call volumes and handling-time assumptions, modeled potential automation and financial benefits, and compared vendors against business and operational requirements. The engagement selected the Poly.ai voice agent and supported phase-one deployment planning and stakeholder coordination.
Advisory Scope
- Evaluation of call volumes and handling-time assumptions
- Business case with modeled automation and financial benefits
- Vendor comparison and selection of the Poly.ai voice agent
- Deployment planning and stakeholder coordination for phase-one deployment
Engagement Highlights
Financial benefits reflect business-case projections rather than measured production savings.
Investment planning
A quantified investment case
Vendor decision
An informed vendor selection
Deployment support
Phase-one deployment supported
Modeled benefits
Financial benefits documented as modeled projections rather than measured production savings
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