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In a business environment increasingly shaped by artificial intelligence (AI), automation and evolving customer expectations, proving value needs to be an intentional, structured process that begins with discovery. Value discovery is the method of aligning people, processes and technology during solution implementations. Its goal is to identify strategic imperatives and to continually uncover inefficiencies, identify opportunities and ultimately deliver measurable impact.
But in today’s AI era, innovation evolves rapidly. What once passed for value — with feature comparisons, compliance with “request for” checklists or basic ROI claims — has become insufficient. AI-powered Contact Center as a Service (CCaaS) platforms based on cloud-native microservices software frameworks and agile processes have enabled many new use cases that deliver on a “rate of change” at hyper-speed.
This has changed traditional thinking about value and how value is captured. AI technology promises massive transformation. Yet, without clear use cases, strategic design and stakeholder alignment, even the most powerful solutions risk being underutilized. When value is tied to operational and strategic needs, innovation becomes a measurable differentiator.
In this article, we’ll explore ways to uncover, quantify and amplify value across an organization using powerful AI capabilities. With innovation moving faster than ever, structured, repeatable processes are essential for discovering what’s possible, assessing readiness and driving successful transformation.
Value discovery has become a strategic discipline; the ability to discover and articulate business value is essential to long-term success and to align customer needs with AI tools.
Value discovery helps align the strategic goals of customers because motivations for change can be multifaceted. For example, companies will assess AI value based on its ability to drive efficiency, innovation and competitive advantage.
You may want to use AI to uncover new revenue growth using predictive analytics, personalized marketing and customer engagement to help boost sales. Or enhance personalization and automate low-value interactions to help improve customer self-service options.
The rise of customer-centric design, the shift to recurring revenue models and the increasing expectations of personalized service have raised the stakes. Discovery isn’t just about qualifying leads; it’s about qualifying fit by understanding your strategic objectives, surfacing pain points, proposing a business solution (in the customer terms) that has impact to the business and evaluating the entire lifecycle of impact.
Effective value discovery begins by reframing the conversation to be less around product capabilities. Instead, ask what business problems you need to solve. And identify where the desires for strategic growth and inefficiencies are hiding.
You also want to determine where the bottlenecks are in technology, workflows or even organizational ownership. And you might want to establish the infrastructure to support AI models. Are there opportunities to implement automation for repetitive tasks? Does AI augment or aid human behaviors? Does the company have a governance structure for deployment?
Answers to these questions may reveal points of friction. Whether it’s an underperforming customer service workflow, identifying discontinuity from front- to back-office interactions, or unclear internal ownership of a digital strategy, the gaps often span multiple layers of the organization.
Generic one-size-fits-all, feature-centric solutions won’t fix deeply rooted problems. Without a structured, cross-functional approach to diagnosing these issues, even sophisticated technology deployments risk underperformance.
This is why companies need to take a progressive approach to discovery that includes engagement with many levels of decision-making so that the business impacts proposed can be measured continually through value-based KPIs. This first step lays the groundwork for a customized roadmap. Genesys calls this a “Customer Success Plan,” and it allows you to realize the most value from our platforms.
Discovering value is part of a process that continues throughout an implementation lifecycle. To help ensure long-term success, organizations need to embed value across every phase of the lifecycle.
Genesys experts typically offer a value perspective at the beginning of a customer engagement that might show the solution’s potential fit and benchmarks to demonstrate quantifiable value. This encompasses designing solutions for current requirements — and for future scalability and flexibility.
For example, a business might not be ready to deploy AI at go-live, but with AI embedded in the design, it can support a phased adoption aligned to a customer’s maturity and readiness to capture the ROI.
The second step in our analysis is Value Discovery and Design, which can address both the technical and business needs of the customer business. Our experts collaborate with your technical leads to customize a solution design — with supporting use cases that meet the customer’s priorities for business value. The emphasis during this stage is on the “how” of the solution design.
This thoughtful, phased approach allows organizations to make informed decisions that can lead to consistent, measurable impacts — rather than short-term wins that fade post-implementation.
The third step focuses on implementation. Here, with a solution design defined, you can narrow down your focus to determine what’s feasible. That’s because there are often trade-offs on how much you can manage from a technical change perspective, or the timing of your roadmap for the solution.
There could also be budget constraints for customers. From a Genesys perspective, we always want to express the value the solution can provide, so that customers can make informed decisions.
While the customer owns the projections of value impact and the commitment to transform, we collaborate with you on developing a realistic view of value and cost. The result is an expected ROI from a deployment perspective. We also offer support for a strategic business narrative that clearly articulates business value and helps to drive consensus.
Purchasing and deploying your solution is just the starting point in technology transformation. True value realization happens during adoption — and adoption rarely follows a straight line.
Adoption must correspond to your ability to consume and manage changes. Often, the lines of business need to develop training to support the transformation.
Some businesses might not be ready to deploy all their AI-powered capabilities or advanced digital engagement tools immediately. Instead, they might want to phase-in capabilities over time based on internal readiness, staffing or technical maturity. Identifying this untapped value can drive new incremental gains — and move the organization closer to full value realization.
During the implementation phase, understanding metrics, such as average handling time, customer satisfaction and first-call resolution, becomes crucial. These insights guide how businesses can better use the features they already have.
Are you ready to clearly demonstrate the value of your AI investment? At Genesys, we use benchmarks, proven business outcomes and real-world results from global customers to quantify impact. Our platform success stories — including unique customizations — serve as tangible reference points to guide both new and existing customers toward measurable outcomes. For more information on the Genesys Customer Value Platform, reach out today.
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