Become aN AI Leader
Become aN AI Leader

AI Deployment Program

AI Deployment Program

For the past decade, Planhat has helped some of the world's largest and fastest-growing commercial organisations to acquire and grow lifelong customers. We've done this through a combination of software and services, always cognisant that our platform's impact gets maximum leverage when paired with domain-specific advisory and expertise.

With the accelerating pressures of an AI world, many executives come to us and tell us they need to become AI leaders—prompted either by external pressures, or from internal demands to do more with less. In the process of helping them, we've increasingly noticed there is a clear demand here for an AI-first combination of software tools and services that help them achieve just that. This is the basis of our AI Deployment Program (ADP); a services arm of Planhat which deploys teams of specialists to identify AI opportunities, and then help to implement them across your entire technology stack.

In doing so, we're empowering commercial organisations with deep expertise on the things we've always done—like reducing time-to-value, identifying and executing on expansion opportunities—by actively embedding operators with the hands-on experience that comes from building, architecting and deploying our own enterprise-grade AI Platform—rather than advising from the sidelines.

For the past decade, Planhat has helped some of the world's largest and fastest-growing commercial organisations to acquire and grow lifelong customers. We've done this through a combination of software and services, always cognisant that our platform's impact gets maximum leverage when paired with domain-specific advisory and expertise.

With the accelerating pressures of an AI world, many executives come to us and tell us they need to become AI leaders—prompted either by external pressures, or from internal demands to do more with less. In the process of helping them, we've increasingly noticed there is a clear demand here for an AI-first combination of software tools and services that help them achieve just that. This is the basis of our AI Deployment Program (ADP); a services arm of Planhat which deploys teams of specialists to identify AI opportunities, and then help to implement them across your entire technology stack.

In doing so, we're empowering commercial organisations with deep expertise on the things we've always done—like reducing time-to-value, identifying and executing on expansion opportunities—by actively embedding operators with the hands-on experience that comes from building, architecting and deploying our own enterprise-grade AI Platform—rather than advising from the sidelines.

Industry-Leading Technology, Trusted by Industry Leaders.

Industry-Leading Technology, Trusted by Industry Leaders.

Industry-Leading Technology, Trusted by Industry Leaders.

For more than a decade, Planhat has developed and deployed technologies that empower the world's most customer-centric companies to push the frontier of customer management. Now, we're embedding the expertise responsible for our success directly into enterprises looking to catalyse their AI transformation.

For more than a decade, Planhat has developed and deployed technologies that empower the world's most customer-centric companies to push the frontier of customer management. Now, we're embedding the expertise responsible for our success directly into enterprises looking to catalyse their AI transformation.

For more than a decade, Planhat has developed and deployed technologies that empower the world's most customer-centric companies to push the frontier of customer management. Now, we're embedding the expertise responsible for our success directly into enterprises looking to catalyse their AI transformation.

Enquire now

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MarketScape 2024 Leader
for Worldwide Customer Success Applications

MarketScape 2024 Leader
for Worldwide Customer Success Applications

A Business-Critical Combination of Technology and Expertise

A Business-Critical Combination of Technology and Expertise

A Business-Critical Combination of Technology and Expertise

ADP is run by a task-force of professional operators, not consultants. Veterans in the arena of customer management collaborate with technologists who've spent their careers building at the frontier of cloud software to embed AI meaningfully into your organization.

ADP is run by a task-force of professional operators, not consultants. Veterans in the arena of customer management collaborate with technologists who've spent their careers building at the frontier of cloud software to embed AI meaningfully into your organization.

ADP is run by a task-force of professional operators, not consultants. Veterans in the arena of customer management collaborate with technologists who've spent their careers building at the frontier of cloud software to embed AI meaningfully into your organization.

World-Class CX Service Delivery

World-Class CX Service Delivery
World-Class CX Service Delivery

ADP is home to commercial leaders who have been responsible for the delivery of thousands of exceptional customer experiences since the inception of cloud technologies in the early 2000s. These are not consultants; these are the industry specialists consultants call when seeking expert advice.

ADP is home to commercial leaders who have been responsible for the delivery of thousands of exceptional customer experiences since the inception of cloud technologies in the early 2000s. These are not consultants; these are the industry specialists consultants call when seeking expert advice.

ADP is home to commercial leaders who have been responsible for the delivery of thousands of exceptional customer experiences since the inception of cloud technologies in the early 2000s. These are not consultants; these are the industry specialists consultants call when seeking expert advice.

Deep Technological Foundation

Deep Technological Foundation
Deep Technological Foundation

Often, enterprises seeking AI transformation rush to hire the latest and greatest AI talent. But AI adoption is a data problem, not an AI problem. And—being responsible for engineering–the world's most powerful commercial data platform, ADP's technical team are primed to both architect AI-native systems and implement frontier AI.

Often, enterprises seeking AI transformation rush to hire the latest and greatest AI talent. But AI adoption is a data problem, not an AI problem. And—being responsible for engineering–the world's most powerful commercial data platform, ADP's technical team are primed to both architect AI-native systems and implement frontier AI.

Often, enterprises seeking AI transformation rush to hire the latest and greatest AI talent. But AI adoption is a data problem, not an AI problem. And—being responsible for engineering–the world's most powerful commercial data platform, ADP's technical team are primed to both architect AI-native systems and implement frontier AI.

Triage incoming tickets or emails

Triage incoming tickets or emails

Generate a Weekly Risk Report for leadership

Generate a Weekly Risk Report for leadership

Auto-prepare meeting agendas based on deep account analyses

Auto-prepare meeting agendas based on deep account analyses

Draft an email reply based on your meeting notes

Draft an email reply based on your meeting notes

Create a report identifying patterns and correlations in your churn

Create a report identifying patterns and correlations in your churn

Manually update data and generate new tasks/opps/etc based on a call transcript

Manually update data and generate new tasks/opps/etc based on a call transcript

Instantly Adoptable

Instantly Adoptable

Instantly Adoptable

Powered by AIP, the ADP team can embed AI workflows via a scalable, series of template that not just represent our accumulated knowledge of what drives value, but that are available with one-click in any Planhat environment.

Powered by AIP, the ADP team can embed AI workflows via a scalable, series of template that not just represent our accumulated knowledge of what drives value, but that are available with one-click in any Planhat environment.

Create a SWOT Analysis on your customers

Create a SWOT Analysis on your customers

Summarise all current licenses 60 days before renewal and notify the CSM that it is ready

Summarise all current licenses 60 days before renewal and notify the CSM that it is ready

Generate a deep account summary when a new CSM is added to the account and send it to them

Generate a deep account summary when a new CSM is added to the account and send it to them

Translate meeting notes and add them to your notes

Translate meeting notes and add them to your notes

Create an overview of products your customer sells

Create an overview of products your customer sells

Identify ICP Customers and Prospects

Identify ICP Customers and Prospects

Categorise your NPS Comments by theme or sentiment and notify your marketing team at the end of each week

Categorise your NPS Comments by theme or sentiment and notify your marketing team at the end of each week

Explain how your customer makes money

Explain how your customer makes money

An Enterprise Customer Platform with AI at its Core

An Enterprise Customer Platform with AI at its Core

An Enterprise Customer Platform with AI at its Core

Planhat deeply integrates AI across the entire customer lifecycle: binding together both the context and action necessary to generate lasting impact.

Planhat deeply integrates AI across the entire customer lifecycle: binding together both the context and action necessary to generate lasting impact.

Planhat deeply integrates AI across the entire customer lifecycle: binding together both the context and action necessary to generate lasting impact.

Running the Program

Deploying AI with impact requires more than just business consultants or technical expertise; you need a combined view of technology and real-world CX & CS experience.

Commercial
Commercial
Commercial

Experienced commercial leaders with a strong track record of deploying frontier technologies and running sophisticated projects on behalf of large enterprises.

Experienced commercial leaders with a strong track record of deploying frontier technologies and running sophisticated projects on behalf of large enterprises.

Experienced commercial leaders with a strong track record of deploying frontier technologies and running sophisticated projects on behalf of large enterprises.

Technology
Technology
Technology

Seasoned product leaders and engineers specialising in the design, development and architecture of complex, AI-native commercial data systems.

Seasoned product leaders and engineers specialising in the design, development and architecture of complex, AI-native commercial data systems.

Seasoned product leaders and engineers specialising in the design, development and architecture of complex, AI-native commercial data systems.

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01
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Offerings

Offerings

Offerings

AI-Powered Solutions
AI-Powered Solutions
AI-Powered Solutions

Built on the Planhat AI Platform (AIP), solving real customer challenges.

Built on the Planhat AI Platform (AIP), solving real customer challenges.

Built on the Planhat AI Platform (AIP), solving real customer challenges.

Dedicated Services Team
Dedicated Services Team
Dedicated Services Team

Blending business and technical expertise, working alongside stakeholders.

Blending business and technical expertise, working alongside stakeholders.

Blending business and technical expertise, working alongside stakeholders.

Repeatable Frameworks
Repeatable Frameworks
Repeatable Frameworks

For turning opportunity maps into deployed workflows with metrics and governance.

For turning opportunity maps into deployed workflows with metrics and governance.

For turning opportunity maps into deployed workflows with metrics and governance.

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02
02

Governance

Governance

Governance

Daily Alignment
Daily Alignment
Daily Alignment

To co-design workflows, share insights and maintain accountability of implementation.

To co-design workflows, share insights and maintain accountability of implementation.

To co-design workflows, share insights and maintain accountability of implementation.

Weekly Working Sessions
Weekly Working Sessions
Weekly Working Sessions

To co-create solutions, review progress, and address blockers.

To co-create solutions, review progress, and address blockers.

To co-create solutions, review progress, and address blockers.

Bi-Weekly Executive Steering
Bi-Weekly Executive Steering
Bi-Weekly Executive Steering

To review priorities, align roadmap, and make key decisions.

To review priorities, align roadmap, and make key decisions.

To review priorities, align roadmap, and make key decisions.

Become an AI Leader.

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An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.