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CXponent — New Hire Guide
Welcome to CXponent

How we deliver value
to our clients

Two core processes. Every engagement. This guide walks you through what happens, who does what, and what you need to know from day one.

Brokerage
How we help clients find and select the right CX technology — 7 phases from intake to value.
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Implementation
How we deploy and launch that technology — 9 phases from kickoff to go live.
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Roles
Who does what across both processes — find your role and understand your responsibilities.
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How to read this guide

The big picture

At CXponent, every client engagement follows a structured lifecycle. Think of it like a playbook — each phase has a clear purpose, a set of outputs, and defined owners. Your job isn't to memorize every step, but to understand where you fit and what's expected of you.

RACI explained

What do R, A, C, I mean?

Every process step assigns responsibility using a RACI. You'll see these throughout the guide — here's what each letter means in plain English.

R
Responsible
You do the work
A
Accountable
You own the outcome
C
Consulted
You provide input
I
Informed
You're kept in the loop
RA
Responsible + Accountable
You do it and own it
Pro tip for new hires
When you join a new project, the first thing to check is your RACI assignments across the phases. Focus on the steps where you're R or A — those are your responsibilities. C and I steps are there so you stay aligned, not necessarily so you take action.
Brokerage Lifecycle
7 Phases
What is this?

Helping clients choose the right technology

The Brokerage process guides a client from "we need a new CX solution" to a signed contract with the right vendor. We own the evaluation, the business case, and the recommendation — acting as a trusted advisor, not a salesperson.

Implementation Lifecycle
9 Phases
What is this?

Getting the solution live and working

The Implementation process kicks in once a vendor is selected. CXponent — or the vendor, depending on the SoW — manages the full project: from internal kickoff through design, build, testing, go live, and measuring results.

Pre Go-Live Post Go-Live
Roles & Responsibilities
10 Roles
Who does what?

Find your role in the process

CXponent engagements involve a core team of specialized roles. Each person plays a distinct part depending on the process and phase. Find yours and understand where you're most active.

| STRATEGIC CONTACT CENTER TRANSFORMATION APPROACH

Most contact center transformations stumble not because of the tools, but because the rollout falls apart.

That's where Blue Orbit Consulting comes in. We align IT, vendors, operations and people to make sure your investment drives measurable results from day one.

| TECHNOLOGY & OPERATIONS EXPERTISE

What we do best.

We specialize in making your customer service technology investments deliver measurable results.

BPO, CCaaS & AI

Selection, Implementation & Management

We work with your existing tech stack to find inefficiencies and uncover ROI without the need for more resources. Our goal is to make sure every system talks to each other and the people who rely on them.

Tech Implementations

& Platform Transitions

We help businesses implement CCaaS platforms and point solutions. We specialize in helping contact center organizations get up and running quickly - so they can focus on being operators while we clear all the preparation and setup.

Quality Assurance

C& Program Monitoring

We work with call center organizations to design or refresh their quality programs using the latest technology. We take the pressure off teams who don’t have the resources to dedicate to using their quality monitoring programs effectively.

Workforce Management

& Efficiency Optimization

We work with call center organizations to design or refresh their quality programs using the latest technology. We take the pressure off teams who don’t have the resources to dedicate to using their quality programs effectively.

| END-TO-END TECH IMPLEMENTATION

We make your tech investment actually work.

Blue Orbit acts as an extension of your team by bridging gaps between operations, IT, and vendors. We guide the rollout and drive internal adoption. The result: a more efficient path to realizing value.

Process Expertise

We specialize in providing technology process and implementation expertise for IT or contact center leadership

Operational Impact

Whether it’s process optimization or new technology implementation, our work directly impacts day-to-day operations to drive bottom line results

Practical Solutions

We offer end-to-end solutions tailored to your specific needs with practical, not theoretical solutions

10X ROI

Our clients achieve 10X the value of their investment in operational efficiencies, quicker cycle times, increased revenue and better customer and user experiences

| END-TO-END TECH IMPLEMENTATION

We make your tech investment actually work.

Blue Orbit acts as an extension of your team by bridging gaps between operations, IT, and vendors. We guide the rollout and drive internal adoption. The result: a more efficient path to realizing value.

Process Expertise

We specialize in providing technology process and implementation expertise for IT or contact center leadership

Operational Impact

Whether it’s process optimization or new technology implementation, our work directly impacts day-to-day operations to drive bottom line results

A circular infographic with five segments, each containing a technology-related icon: a computer monitor with gears, a hierarchical organizational chart, a cloud with connected dots, a gear with arrows, and a planet with orbiting rings, all connected around a central globe icon.

Practical Solutions

We offer end-to-end solutions tailored to your specific needs with practical, not theoretical solutions

10X ROI

Our clients achieve 10X the value of their investment in operational efficiencies, quicker cycle times, increased revenue and better customer and user experiences

| CX & CONTACT CENTER TECHNOLOGY EXPERTS

Who we are.

At Blue Orbit Consulting, we’re a boutique consultancy focused on customer experience and contact center technology.

  • Deep expertise across NICE, Genesys, UJET, Salesforce, Five9, and more

  • Hands-on support through every phase—strategy, implementation, adoption, ROI

  • A partner that makes complex platform rollouts simple and successful

50+ Years of Experience

| CONTENT

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| OUR RECENT PRESS

Blue Orbit in the media.