Turn every client interaction into operational data
See where the hours go, which processes are landing, and how sentiment is trending - all flowing into the BI tools you already use.
The level of information and the frequency of information is on a scale that we’ve never been able to achieve before.
The things Performance and Operations Leaders and client service teams love.
Operational reporting that finally maps to what the client is actually thinking and improves client satisfaction.
The questions performance and operations leaders ask us.
Can I export raw data into our warehouse / BI tool?
Raw data exports into the warehouse and BI tools your team already runs, so client interaction data sits next to your other operational metrics rather than in a separate silo. The API is available from the Growth tier upwards if your stack needs something native.
What does Kaizan track out of the box vs. what we’d need to configure?
Out of the box: time across calls, comms, meetings and notes; sentiment and stakeholder coverage; process adherence (QBR cadence, senior reviews, status meetings); commitments and slippage. Custom metrics, thresholds and definitions are configured to your operating model during rollout.
Can we build custom reports, or are we tied to your dashboards?
Both. Kaizan ships dashboards out of the box and exposes the underlying data through the API, so your team builds whatever custom reporting your operation actually runs on, with actionable insights.
How does sentiment tracking work, and how reliable is it?
Sentiment is derived from the language and behaviour across client conversations and calibrated to your portfolio during rollout. It's a trajectory signal - most useful as a trend correlated against the levers your team is pulling and client satisfaction, not a single number lifted out of context.