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Our consulting services are designed to facilitate the growth of your business while fostering strong and long-lasting relationships.

Our consulting services empower business growth and cultivate lasting client relationships.

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CCX Strategic Services are designed to help you achieve your goals efficiently by using our dedicated resources and adaptable approach. With our broad expertise, we can handle any improvements you can envision.

Advisory Services

We work with organizations to navigate the complexities of modernizing their operations and leveraging technology for strategic advantage. CCX Advisory services help companies plan, execute, and optimize their digital transformation initiatives.

Digital Strategy and Roadmap Development

This service involves creating a clear and comprehensive digital strategy that aligns with the organization's goals. It includes defining a roadmap for digital transformation, prioritizing initiatives, and setting milestones.

Technology Assessment and Selection

Advisers help organizations assess their current technology stack and identify the right solutions and platforms for their specific needs. This involves evaluating software, hardware, and cloud services.

Change Management and Organizational Readiness

Preparing the workforce for digital transformation is crucial. This advisory service focuses on helping companies manage change effectively, including training, communication, and cultural adjustments.

Data and Analytics Strategy

In the digital age, data is a valuable asset. This service assists organizations in developing a data and analytics strategy, including data governance, data architecture, and analytics tools selection.

Security and Risk Management

Digital transformations expose organizations to new security risks. This service identifies and mitigates these risks, ensuring data and systems remain secure during the process.

Process Optimization and Automation

Digital transformation re-engineers processes and automates workflows. Advisory services identify opportunities, enhancing efficiency and reducing costs.

Digital Strategy and Roadmap Development

This service involves creating a clear and comprehensive digital strategy that aligns with the organization's goals. It includes defining a roadmap for digital transformation, prioritizing initiatives, and setting milestones.

Technology Assessment and Selection

Advisers help organizations assess their current technology stack and identify the right solutions and platforms for their specific needs. This involves evaluating software, hardware, and cloud services.

Change Management and Organizational Readiness

Preparing the workforce for digital transformation is crucial. This advisory service focuses on helping companies manage change effectively, including training, communication, and cultural adjustments.

Data and Analytics Strategy

In the digital age, data is a valuable asset. This service assists organizations in developing a data and analytics strategy, including data governance, data architecture, and analytics tools selection.

Security and Risk Management

Digital transformations expose organizations to new security risks. This service identifies and mitigates these risks, ensuring data and systems remain secure during the process.

Process Optimization and Automation

Digital transformation re-engineers processes and automates workflows. Advisory services identify opportunities, enhancing efficiency and reducing costs.


Implementation Services

We ensure our implementation services align technology with your organizational goals, offering customized solution designs and effective change management to enhance and streamline your solution lifecycle, achieving improved performance and efficiency.

Customized Solution Design

We meticulously capture and align your processes, evaluate technological and regulatory implications for the long term, and thoughtfully design your solution's architecture and security to ensure a perfect fit for your business needs.

Alignment with Organizational Goals

We capture, group, and prioritize your backlog, ensuring innovations align with processes. Our impact analysis of requirements informs each step, linking changes directly to organizational goals.

Pre-Solution Tasks

Our strategy involves analyzing integrations across systems, creating a clear implementation roadmap and approach. We clean legacy data for mapping and migration, and focus on developing, testing, and deploying robust integration tools.

Solution Implementation

We capture continuous feedback to make mid-course adjustments, ensuring thorough end-user reviews and functional testing. Our deployment adheres to the industry's best practices for optimal results.

Change Management

Our services include reports and analytics coaching, providing comprehensive admin, user, and maintenance guides. We share system best practices, tips, and tricks, and offer training decks with a custom curriculum tailored to your needs.

Post-Go-Live

We offer dedicated post-go-live support and supplemental user training to capture and address emerging requirements, as well as specialized training for admins and Centers of Excellence (CoEs).

Customized Solution Design

We meticulously capture and align your processes, evaluate technological and regulatory implications for the long term, and thoughtfully design your solution's architecture and security to ensure a perfect fit for your business needs.

Alignment with Organizational Goals

We capture, group, and prioritize your backlog, ensuring innovations align with processes. Our impact analysis of requirements informs each step, linking changes directly to organizational goals.

Pre-Solution Tasks

Our strategy involves analyzing integrations across systems, creating a clear implementation roadmap and approach. We clean legacy data for mapping and migration, and focus on developing, testing, and deploying robust integration tools.

Solution Implementation

We capture continuous feedback to make mid-course adjustments, ensuring thorough end-user reviews and functional testing. Our deployment adheres to the industry's best practices for optimal results.

Change Management

Our services include reports and analytics coaching, providing comprehensive admin, user, and maintenance guides. We share system best practices, tips, and tricks, and offer training decks with a custom curriculum tailored to your needs.

Post-Go-Live

We offer dedicated post-go-live support and supplemental user training to capture and address emerging requirements, as well as specialized training for admins and Centers of Excellence (CoEs).


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Professional Services

Harness the full potential of the Salesforce platform and facilitate your organization's digital transformation, we offer a comprehensive array of services, including strategic planning, configuration, development, and ongoing support from our certified experts.

Digital Strategy and Roadmap

Developing a clear and comprehensive digital strategy is the foundation of any successful digital transformation. This involves defining the organization's vision, goals, and the path it will take to achieve digital maturity. A roadmap outlines specific initiatives and timelines for implementing digital technologies.

Change Management and Organizational Culture

Successfully adopting digital solutions often requires a cultural shift within the organization. Change management is crucial to help employees embrace new technologies, workflows, and mindsets. It involves communication, training, and fostering a culture of innovation and adaptability.

Technology Selection and Integration

Selecting the right digital tools and technologies is critical. This involves evaluating and choosing software, hardware, and platforms that align with the digital strategy. Integration ensures that these tools work seamlessly together and with existing systems.

Data and Analytics

Data is a valuable asset in the digital age. Professional services should focus on data collection, storage, analysis, and visualization. This enables data-driven decision-making, personalization, and the identification of trends and opportunities.

Security and Compliance

Ensuring the security of digital assets and compliance with regulations is paramount. This includes implementing robust cybersecurity measures, securing data, and adhering to legal and industry-specific compliance requirements to protect sensitive information.

User Experience Design

User experience is a critical element of digital transformation. Professionals should focus on designing intuitive and user-friendly interfaces for intended users. This encompasses usability testing, user research, and ensuring a seamless and enjoyable digital experience.

Digital Strategy and Roadmap

Developing a clear and comprehensive digital strategy is the foundation of any successful digital transformation. This involves defining the organization's vision, goals, and the path it will take to achieve digital maturity. A roadmap outlines specific initiatives and timelines for implementing digital technologies.

Change Management and Organizational Culture

Successfully adopting digital solutions often requires a cultural shift within the organization. Change management is crucial to help employees embrace new technologies, workflows, and mindsets. It involves communication, training, and fostering a culture of innovation and adaptability.

Technology Selection and Integration

Selecting the right digital tools and technologies is critical. This involves evaluating and choosing software, hardware, and platforms that align with the digital strategy. Integration ensures that these tools work seamlessly together and with existing systems.

Data and Analytics

Data is a valuable asset in the digital age. Professional services should focus on data collection, storage, analysis, and visualization. This enables data-driven decision-making, personalization, and the identification of trends and opportunities.

Security and Compliance

Ensuring the security of digital assets and compliance with regulations is paramount. This includes implementing robust cybersecurity measures, securing data, and adhering to legal and industry-specific compliance requirements to protect sensitive information.

User Experience Design

User experience is a critical element of digital transformation. Professionals should focus on designing intuitive and user-friendly interfaces for intended users. This encompasses usability testing, user research, and ensuring a seamless and enjoyable digital experience.


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Staff Augmentation

Our staff augmentation services can assist you in prioritizing resource flexibility, skills, expertise, cost control, rapid onboarding, risk mitigation, and project control and management. This enables companies to effectively manage their workforce and deliver high-quality services to their clients.

Resource Flexibility

Resource flexibility is a critical aspect of staff augmentation. Services firms need the ability to quickly scale their workforce up or down based on project demands. This flexibility allows them to efficiently allocate resources where they are needed most, ensuring optimal resource utilization.

Skills and Expertise

We enable service firms to access a diverse pool of skills and expertise. They can bring in specialists with the specific knowledge and experience required for a project, ensuring the quality and efficiency of the work. This enhances a company's ability to take on a variety of projects.

Cost Control

We offer cost control benefits as it allows service firms to avoid the long-term financial commitments associated with hiring full-time employees. Companies can hire resources on an as-needed basis, reducing fixed labor costs and aligning expenses with project revenue.

Rapid Onboarding

Advantages of our rapid onboarding include the ability to quickly onboard additional staff. Services firms can leverage existing HR and administrative processes to bring new resources up to speed efficiently, reducing the time it takes to get them working on projects.

Risk Mitigation

We help mitigate the risks associated with talent shortages, employee turnover, or unexpected fluctuations in project workloads. By having access to external resources, service firms can better manage project timelines and deliverables, reducing the impact of potential setbacks.

Project Management

Maintaining control over project management and execution allows them to closely supervise and direct the augmented staff, ensuring they align with the firm's standards and objectives. This is essential for preserving the firm's reputation and client relationships.

Resource Flexibility

Resource flexibility is a critical aspect of staff augmentation. Services firms need the ability to quickly scale their workforce up or down based on project demands. This flexibility allows them to efficiently allocate resources where they are needed most, ensuring optimal resource utilization.

Skills and Expertise

We enable service firms to access a diverse pool of skills and expertise. They can bring in specialists with the specific knowledge and experience required for a project, ensuring the quality and efficiency of the work. This enhances a company's ability to take on a variety of projects.

Cost Control

We offer cost control benefits as it allows service firms to avoid the long-term financial commitments associated with hiring full-time employees. Companies can hire resources on an as-needed basis, reducing fixed labor costs and aligning expenses with project revenue.

Rapid Onboarding

Advantages of our rapid onboarding include the ability to quickly onboard additional staff. Services firms can leverage existing HR and administrative processes to bring new resources up to speed efficiently, reducing the time it takes to get them working on projects.

Risk Mitigation

We help mitigate the risks associated with talent shortages, employee turnover, or unexpected fluctuations in project workloads. By having access to external resources, service firms can better manage project timelines and deliverables, reducing the impact of potential setbacks.

Project Management

Maintaining control over project management and execution allows them to closely supervise and direct the augmented staff, ensuring they align with the firm's standards and objectives. This is essential for preserving the firm's reputation and client relationships.


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Connect with our diverse team of CCX experts that can help you make your next big move.

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