Consulting & Design Services
Balancing the best of business, technology, and human psychology for sustainable success
1. Customer & User Experience Design
Customer Experience is the perception and emotions customers attach to your Business or brand while using a product or service throughout their journey with you. These experiences can result in customers leaving or championing your brand. Hence Customer Experience is a business function built to enhance the experience covering interaction through the product (User Experience) & Service Experience delivered by people.
According to the NTT Global Customer Experience Benchmarking Report 2021, consumer and corporate perspectives on customer experience are fundamentally different. Indeed, 75 per cent of companies are satisfied with the digital customer experience they offer, compared to 35 per cent of consumers.
In most cases, designs are done by logical people using their past experiences and conventional checklists, often ignoring the imagination and powerful minds of humans, which are driven by emotions and abstract thinking.

Cleverex has designed the methodology based on Human-centred design principles to ensure businesses are constructing products and services, keeping people at the centre of the processes and leveraging the latest technologies for rapid prototyping:
Goal-driven customer experience, engage with Business and users to understand the end state without any preconceived conceptions.
Empathetic engagement with customers and users to understand how they use, what they think and how they feel while using current products/services and how they want To-Be state.
Co-create drafts of ideal experiences, validate with tech teams.
Create wireframes or rapid prototypes to help visualise customers and get early feedback.
Document of Customer Experience.
2. Process Automation
Smart & Intelligent Automation well balances human and technology interventions. With sound domain expertise, process modelling and the latest automation technologies like RPA, we work with you to modernise business processes that deliver expected results.
Our Intervention Principles are :
- Define and focus on outcomes to increase the productivity and efficiency of processes
- Link processes to workflows and work responsibilities
- Simplify the process and simplify the information embedded in the process
- Minimise unnecessary Steps and handoffs embedded in the system
- Define and focus on outcomes to increase the productivity and efficiency of processes
- Link processes to workflows and work responsibilities
- Simplify the process and simplify the information embedded in the process
- Minimise unnecessary Steps and handoffs embedded in the system
- Focus on the use of automation technology
- Calculate ROI & build a business case
- Focus on the use of automation technology

3. Technology Consulting, Project ROI & Risk Assessment w.r.t Technology Implementation
Rapidly evolving technology is now the backbone of the company’s strategy. Businesses are leveraging the latest technologies for the higher, more strategic goal of protecting and enhancing business value. Companies must have strong Technology Implementation processes and practices to ensure alignment with business strategy and to drive excellence. Cleverex helps leaders design and implement advanced IT governance, security, data management, applications and compliance solutions.
Our technology experts can assist companies:
- Mapping business goals and technology strategies
- Assessment of existing technology stack and roadmap to replace or transform
- Assessment and implementation strategy for implementation using Agile & DevOps
- Mapping business goals and technology strategies
- Assessment of existing technology stack and roadmap to replace or transform
- Assessment and implementation strategy for implementation using Agile & DevOps
- Assist in building a benefits realisation map
- Adoption of the latest Digital Technologies, including Cloud
- Assist in building a benefits realisation map
- Adoption of the latest Digital Technologies, including Cloud
4. PMO, Program & Project Governance
Digital Implementations and Transformation projects are linked to huge business benefits but often fail to realize as 90% of projects overrun due to complexities and too many moving parts. PMO & Program management helps you make better decisions, identify potential challenges, manage change, risks and issues, drive innovation and address complex problems. Program & Project managers have huge responsibility during a technology & digital transformation as it requires a cultural shift and the ability to adapt to changing dynamics with business demands and new technologies. Digital Project Managers must use Agile frameworks to deliver projects and spread Agile values to all stakeholders.
Cleverex consultants help customers to improve the performance of their programs with methodologies for:
- Defining project goals and business benefit realizations
- Prioritization of requirements
- Project portfolio management
- Establishing a program management office or project management office
- Defining project goals and business benefit realizations
- Prioritization of requirements
- Project portfolio management
- Establishing a program management office or project management office
- Improving project controls
- Managing multiple programs/projects at the same time roadmaps
- Overall governance across the project lifecycle
- Templates for product roadmaps, product plans, etc.
- Improving project controls
- Managing multiple programs/projects at the same time roadmaps
- Overall governance across the project lifecycle
- Templates for product roadmaps, product plans, etc.

Our PMO As A Service helps to track & monitor the following:
- Program Level Tracking Gantt – Baseline, Actual and Forecasted start and finish dates
- Schedule Variance
- Cost Variance
- Maintain and Publish Dashboards for each Stream, Project, and Program
- Schedule Variance
- Cost Variance
- Maintain and Publish Dashboards for each Stream, Project, and Program
- Weekly status tracking at the Program Level
- Maintain and Communicate outstanding issues log
- Escalation of High Priority Issues to the Steering committee and Governance Board
- Risk monitoring and status meeting every month
- Manage Scope changes

- Project Planning, Scheduling & Reporting
- Resource Estimation & Management
- Stakeholder Mapping & Alignment (defining R&R)
- Stakeholder Mapping & Alignment (defining R&R)
- Creating Risk Management Plan
- Communication Planning

- Setting Clear Project Goals & Objectives
- Methodologies & tools to suit the project requirement & business outcome
- Team Engagement And Transparency
- Finalising compliance processes & requirements
- Finalising compliance processes & requirements
- Plan For Failure – proactive assessment & readiness to continuously improve on probable failure scenarios & events
- Documentation & Knowledge Management
- Diligent Management of Risks & Issues
- Change Enablement Planning
- Change Management (Scope, Timelines, Cost…CRs..)
- Documentation & Knowledge Management
- Diligent Management of Risks & Issues
- Change Enablement Planning
- Change Management (Scope, Timelines, Cost…CRs..)

- Managing the budgetary & monetary aspects of the project
- Tracking & managing E2E P&L of the project
- KPI based reporting & delivery model