From Evaluation to
Measurable Results

A transparent, step-by-step journey from initial setup to continuous improvement.
See exactly how we transform insights into actionable outcomes.

1
Setup
2
Evaluation
3
Insights
4
Improvement
1
PHASE 1: SETUP & PLANNING

Foundation for Success

We begin with a structured setup process to ensure your evaluation objectives are clearly defined and aligned with your business goals.

1.1

Account Setup & Access

Once engagement is confirmed, we create your organization's account on SavannaCX. You'll receive an email invitation to set up your password and securely access your dedicated Client Dashboard.

Instant Dashboard Access
Secure login within 1 hour of confirmation
Dedicated Support Contact
Personal account manager assigned immediately
📧
Welcome Email
Invitation to access your dashboard
Your Login Details:
client@yourcompany.com
Invitation Sent
Account activated in 24 hours
New Project Setup
Project Type
Store Evaluation
Digital Audit
Call Center
Locations to Evaluate
15 stores across Nairobi, Mombasa, Kisumu
Focus Areas
Service time, product knowledge, checkout experience
Estimated duration: 2 weeks
Submit for Review
1.2

Team Setup & Project Creation

Add your team members and create evaluation projects with clear objectives, focus areas and customized requirements.

1
Add Team Members
2
Define Project Objectives
3
Set Evaluation Parameters
4
Submit for Review
⏱️
Time to Completion: 15 minutes
Complete project setup in under 15 minutes with guided workflows
1.3

Review, Approval & Contracting

Our CX specialists review your project requirements, provide feedback and prepare the contract, all within your dashboard.

👁️
Expert Review
CX specialists ensure feasibility and alignment with objectives
📝
Digital Contracting
Sign contract electronically directly in the dashboard
Payment Processing
Secure payment integration with instant status updates
Project Status
Under Review
Submitted
Today, 10:30 AM
Under Review
Expected: Today, 4:00 PM
Ready for Contract
Tomorrow
📄
Project Contract
Store Evaluation Q4 • 15 locations
Will be available for signature after review completion
2
PHASE 2: EXECUTION & EVALUATION

Precision in Action

Our structured evaluation process ensures accurate, consistent and actionable data collection across all touchpoints.

2.1

Evaluation Design & Setup

We create custom evaluation assignments with tailored scenarios, scoring models and reporting frameworks that match your specific business context.

Custom Scenarios
Real-world situations based on your customer journey
Tailored Scoring
Weighted metrics aligned with your priorities
Evidence Requirements
Photos, videos, timestamps and location data
Compliance Checks
Quality standards and validation criteria
Evaluation Design
Section 1: Store Environment
Cleanliness and organization
Score: 1-5 • Evidence: Minimum 3 photos
Product availability and display
Score: 1-5 • Evidence: Minimum 2 photos
Staff appearance and greeting
Score: 1-5 • Evidence: Photo/video
Customized for: Your Brand Guidelines
Ready for assignment
Evaluator Matching Dashboard
Location Match
95%
Experience Level
Expert
Past Performance
4.8/5
👤
Sarah M.
Top match for Westlands Store
3 previous assignments • 100% completion
Selected
2.2

Smart Matching & Quality Execution

Our intelligent system matches assignments with qualified evaluators based on location, expertise, past performance and specific assignment requirements.

🎯
Intelligent Matching Algorithm
Weighted scoring system considering location, skills and past performance
🛡️
Rigorous Quality Assurance
Every submission validated for accuracy, consistency and compliance
Real-time Progress Tracking
Monitor evaluation progress live in your dashboard
📊
Quality Guarantee
Every evaluation undergoes 3-step validation before approval
3
PHASE 3: INSIGHTS & ANALYSIS

Transforming Data into Action

Raw data becomes actionable intelligence with comprehensive analysis, verified evidence and clear improvement recommendations.

3.1

Comprehensive Reporting & Evidence

Receive detailed reports with performance scores, customer journey insights, identified gaps and verified evidence - all accessible in your dashboard.

Verified Evidence
Photos, audio, videos, timestamps and location data
Custom Scoring
Weighted metrics aligned with your priorities
Comparative Analysis
Benchmark across locations, channels and time periods
Risk Identification
Highlight potential service breakdowns
⏱️
Reporting Timeline
Reports delivered within 24-48 hours of evaluation completion
Evaluation Report
Ready
Overall Score
82%
Service Time
68%
Product Knowledge
92%
Cleanliness
78%
Checkout Experience
88%
📸 24 Photos
🎥 3 Videos
📍 GPS Verified
Debrief Session Scheduling
Virtual Debrief
Recommended
60-minute session with CX specialist
📅 Available: Tomorrow, 10 AM - 4 PM
In-Person Workshop
Half-day session at your location
📅 Schedule: Within 5 business days
Schedule Your Debrief
3.2

Review, Debrief & Strategic Alignment

Discuss findings with our CX specialists, clarify observations and align on strategic next steps through virtual or in-person debrief sessions.

💡
Clarity on Findings
Deep dive into evaluation results with expert interpretation
🎯
Priority Setting
Identify which issues need immediate attention vs. long-term fixes
🤝
Stakeholder Alignment
Get everyone on the same page about improvement priorities
👥
Included for All Clients
Debrief sessions are standard with every evaluation package
4
PHASE 4: CONTINUOUS IMPROVEMENT

From Insights to Sustainable Growth

Transform evaluation findings into structured improvement plans with clear ownership, timelines and measurable outcomes.

4.1

CX Improvement Roadmap

We translate evaluation insights into a structured, actionable improvement plan with clear ownership, priorities and success metrics.

🗺️
Structured Action Plans
Clear steps addressing each identified service gap
👥
Clear Ownership & Accountability
Specific team members assigned to each action item
📊
Progress Tracking
Monitor implementation with real-time updates
Improvement Roadmap
1
Service Time Optimization
Due: Nov 30 • High Priority Assigned: Store Manager
2
Staff Training Program
Due: Dec 15 • Medium Priority Assigned: HR Manager
Implementation Progress
40%
2 of 5 actions completed
Targeted Training Resources
📚
Service Recovery Guide
Based on Store B evaluation findings
🎥
Checkout Process Training
15 min video • Digital CX focus
🔄
Follow-up Evaluation
Scheduled for January 2025 to measure improvement impact
4.2

Training & Validation Cycle

Access customized training materials and validate improvements through follow-up evaluations to ensure sustainable CX enhancement.

🎯
Customized Training
Tailored to your specific gaps
📈
Progress Monitoring
Track improvement over time
🔄
Follow-up Evaluations
Measure impact and ROI
📊
Continuous Optimization
Refine based on results
The Continuous Improvement Cycle
Evaluation → Insights → Action → Training → Validation → Optimization. This continuous cycle ensures sustained CX improvement.

Timeline to Results

See how quickly you can go from setup to measurable improvements

D1
Day 1-2

Setup Complete

Account activated, team onboarded and first project created and approved.

Ready for Evaluation
D3
Day 3-7

Evaluations in Progress

Evaluators matched, assignments completed and quality assurance underway.

Live Updates
Real-time progress in dashboard
D8
Day 8-10

Insights & Action Plans

Comprehensive reports delivered, debrief sessions conducted and improvement roadmap created.

Actionable Intelligence
Clear next steps with ownership
D11+
Day 11+

Continuous Improvement

Training delivered, improvements implemented and progress monitored. Follow-up evaluations scheduled.

Sustainable Results
Measurable CX enhancement
READY TO START YOUR JOURNEY?

Experience the Complete SavannaCX Process

From initial setup to sustainable improvement, see how we deliver measurable CX results.

48-Hour Setup
🎯
Guaranteed Quality
📊
Actionable Insights
🔄
Continuous Improvement