CX Platform Optimization Services | Zendesk, Freshdesk, Pipedrive | Roca.Work

Your platform is live.
It's not optimised.

Most tools get configured once and never revisited. We dig into your setup, find what's broken, slow, or missing — and fix it properly so your team stops working around the tool and starts working with it.

40%
Average efficiency gain
2wk
Average delivery time
CSAT
Measurable score improvement
100%
Fixed-price projects
Optimisation Programme
● Active
1
Client Preparation
Requirements, access & current state
Preparation
2
Discovery & Audit
Healthcheck, shadowing & gap analysis
Discovery
3
Delivery & Handover
Fix, document & recommend next steps
Delivery

You're not getting what
you're paying for.

Most teams launch a platform and move on. Months later the cracks show — agents working around broken flows, managers without visibility, customers getting inconsistent service.

⚙️
You're not automating enough

Repetitive manual tasks that should run automatically. Agents copying data between tabs, chasing updates, doing work the platform should handle. We map every process and automate what doesn't need a human.

📊
Management has no real visibility

Dashboards exist but nobody trusts the numbers. You can't answer basic questions about performance, backlog, or SLA compliance. We fix reporting so decisions are based on data, not gut feel.

📉
CSAT is slipping and you don't know why

Customers are frustrated but you can't pinpoint the cause. Usually it's the routing, the response time, and the knowledge base — all at once, all compounding. We find it and fix it.

😰
You're scared to change anything

The platform has grown organically and nobody fully understands how it fits together. Every change feels risky. We run a full audit first so you can move forward with confidence.

A structured methodology.
Not a guess.

We follow a repeatable 9-step process across three phases — so you always know where you are and what comes next.

Phase 1 — Preparation
1
Kickoff & alignment
Align on goals, timelines, and stakeholders. You leave the call knowing exactly what happens next.
2
Homework & access
You share current flows, existing documentation, credentials, and key pain points before we start.
3
Requirements gathering
Business requirements, use cases, and channels surfaced in depth so we know what "good" looks like for you.
Phase 2 — Discovery
4
System healthcheck
Full review of your setup — workflows, automations, routing rules, integrations, and data hygiene.
5
Agent & team shadowing
We shadow your agents, team leaders, and admins to see how the platform is actually used day to day.
6
Gap analysis
We map where your current setup diverges from best practice and where it's costing you time, money, or CSAT.
Phase 3 — Delivery
7
Collaborative optimisation
We fix and improve alongside your team — not in isolation. Every change is explained and understood.
8
QA & validation
Every improvement tested against real scenarios. No surprises for your team or your customers.
9
Handover & recommendations
Full documentation, a going-forward recommendations guide, and post-delivery support included as standard.

Optimisation done properly.

We've seen too many teams running platforms that were never set up right. We fix the cause of the problem — not the effect of it.

Fixed-price projects — no surprise invoices. You know the cost before we start.
Certified on every platform we optimise — not generalist agencies who learn on your time.
We fix root causes — every recommendation is tied to a measurable outcome, not a vague best practice.
We built our own AI agent — so we understand CX technology from the inside out.
Post-delivery support included — we're accountable for how it performs after handover.
One dedicated project lead from scoping to delivery — you deal with one expert, no hand-offs.

Not sure if you need optimisation?

Book a free 30-minute call. We'll review your current setup and tell you exactly what's costing you — no fluff, no sales pressure.

Book Free Assessment →
🛡️

Certified partners. We're authorised resellers and implementation partners — so you get full vendor support plus ours.

DB
Dominic Brasoveanu
Founder & CEO · Roca.Work

Tell us about your setup

Fill in the form and we'll get back to you within one business day with a scoping call invite and a rough timeline.

2wk
Average delivery time
48h
Response time SLA during your project
100%
Fixed-price — no surprise invoices
1
Dedicated project lead, start to finish

Optimisation Enquiry

We'll get back within one business day.

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🔒 No commitment. This is an enquiry only. One of our specialists will contact you to confirm details and finalise scope.