Customer Experience

CX Process Optimisation — when your operations genuinely support your customer experience

A business-analysis approach applied to your CX: mapping your internal processes, pinpointing what creates friction, and documenting what needs to change — so your customer promise is lived at every interaction.

Who it's for

This service is for you if…

Operations Director / COO

Your internal processes create friction your customers feel, without you knowing exactly where.

CX Director

You have run the audit and know the problems — now you need to document and transform the processes behind them.

CIO / Quality Lead

Your tools and workflows are not aligned with the experience you want to deliver to customers.

What you get

The deliverables of your optimisation.

Documented, workable processes designed to serve the customer experience — and applied by the very people who live them day to day.

Current process mapping

A visualisation of your existing processes (as-is): actors, steps, tools and identified friction points.

Inefficiency analysis

The bottlenecks, service breakdowns and cross-team misalignments that degrade the customer experience.

Target process documentation

The optimised processes (to-be), documented and ready for your operational teams to roll out.

Transformation plan

Prioritised workstreams, named owners and realistic sequencing matched to your capacity.

The key deliverable

Operational co-build workshops

Working sessions with your frontline teams to design the new processes together — not imposed from above, but built with the people who will apply them.

Our approach

How a process optimisation engagement works with Onivio.

Total duration: 4 to 10 weeks depending on scope
1Process scoping

Together we define the scope: which priority processes (customer onboarding, complaints, service delivery…) and which business objectives they connect to. This step focuses the effort where the customer impact is greatest.

2Detailed diagnosis

We observe the processes in real conditions, interview the teams and analyse operational data. The aim: to understand how things actually work, not how they are assumed to work.

3Documentation & mapping

We formalise the as-is and design the target processes (to-be) in co-build workshops. You leave with clear, shareable, workable documentation.

4Continuous improvement

We set up a rollout plan, train the teams and track adoption. The transformation does not stop at the document — it is measured on the ground.

Investment
From €8,000excl. VAT

The upper range applies to multi-process or multi-team scopes. Precise quote after scoping.

Recommended prerequisite

Identify which processes to optimise first.

This service works best after a CX Audit or a Customer Journey Map, which pinpoint the priority processes to optimise.

See the CX Audit
Find out more

Frequently asked questions.

What is CX process optimisation?

It is a business-analysis approach applied to customer experience: we map your existing internal processes (as-is), pinpoint what creates friction on the customer side, then document the target processes (to-be) to roll out. The aim: to align your operations with the customer promise you want to keep.

Why optimise your CX processes?

Because most of the irritations customers experience are rooted in poorly aligned internal processes: service breakdowns, unsuitable tools, cross-team misalignments. Optimising these processes treats the cause rather than the symptom and makes the experience smooth at every interaction.

Who is this service for?

For operations directors / COOs whose internal processes create friction felt by customers, for CX directors who have diagnosed the problems and want to transform the processes behind them, and for CIOs / quality leads whose tools and workflows are not aligned with the intended experience.

How does a process optimisation engagement work with Onivio?

In four steps: process scoping (scope, priority processes, business objectives), detailed diagnosis (observation, team interviews, operational data analysis), documentation and mapping (as-is, to-be, co-build workshops), then continuous improvement (rollout plan, team training, adoption tracking). Total duration: 4 to 10 weeks depending on scope.

How long does an engagement take?

Between 4 and 10 weeks depending on the number of processes and teams involved. That timeline covers scoping, diagnosis, as-is / to-be documentation, co-build workshops and the rollout plan.

What deliverable will I receive?

A current process map (as-is), an inefficiency analysis, the documentation of target processes (to-be) ready to deploy, a prioritised transformation plan, and operational co-build workshops with your frontline teams.

Do you provide support after the documentation?

Yes. The to-be documentation comes with a rollout plan, team training and adoption tracking. The goal is not to produce a document, but to make sure the new processes are genuinely applied on the ground.

How much does CX process optimisation cost?

From €8,000 excl. VAT. The upper range applies to multi-process or multi-team scopes. A precise quote is drawn up after an initial scoping conversation.

How is this different from standard business analysis?

Standard business analysis optimises processes for internal efficiency. Here the guiding thread is the customer experience: every process is assessed by its impact on what the customer lives, and optimised to serve the customer promise — not simply to cut costs.

Which sectors can benefit from this service?

Any sector where the customer experience depends on internal processes: banking, insurance, healthcare, retail, B2B SaaS, services. The method adapts to your context — B2B, B2C or B2B2C — in France and internationally.

Want your internal processes to genuinely support your customer experience?

30 minutes to review your processes and see where the friction hides.

Book a meeting
30 min · Free · No commitment