Supporting the launch of a Care organization

Edflex
100-199
Edtech
Setting up processes & tools
2 months

Edflex is an EdTech company specializing in the curation of educational content for corporate training.

Launch the new practice by guaranteeing a positive experience for customers and promoting self-service to reduce the number of solicitations.

The mission

The aim of the assignment was to support Edflex in structuring and optimizing its support service, guaranteeing greater user autonomy, a reduction in team workload and an improved customer experience.
Complete overhaul of the post-subscription process
Clarification of roles between HR project managers and learners, with objectives defined at each stage (onboarding, adoption, retention, promotion).
Structuring customer support
Creation of a segmented knowledge base (FAQ HR / learners) and clear definition of support levels (N1, N2, N3) for smoother processing of requests.
Data-driven management
Definition and monitoring of support KPIs (first response time, resolution time, self-service rate, CSAT) for continuous monitoring of service quality.
Centralized & automated support
Implementation of Zendesk + AI chatbot to centralize tickets, reduce team workload and encourage self-resolution.

Our support

Step 1

Audit

  • Interviews with teams and immersion in the organization to build a global roadmap.
Step 2

Structuring customer support

  • Implementation of a structured support model with clear roles and responsibilities
Step 3

Data-driven management

  • Integration and deployment of Zendesk as a central ticket management tool, integration of an AI chatbot, implementation of a segmented knowledge base
Step 4

Centralized & automated support

  • Raising awareness of new processes and tools among in-house teams, training CSMs and support agents, helping customers adopt new practices

Feedback

What does Edflex do?

Edflex is an EdTech company specializing in the curation of educational content for corporate training. It enables companies to offer their employees simplified access to quality resources (MOOCs, articles, podcasts, videos) from recognized platforms such as Coursera or OpenClassrooms. Its aim is to facilitate ongoing training, optimize costs by avoiding the creation of in-house content, and improve employee engagement thanks to a flexible, personalized approach. Edflex is primarily aimed at HR and training managers, as well as managers and employees wishing to develop their skills independently.

Why Customerz?

Edflex was at a strategic turning point in its development, with an urgent need to structure its support service to accompany its growth. Several major challenges lay ahead:

1 -A lack of internal resources: Our teams were already heavily involved in day-to-day operations, making it impossible to carry out a structuring project in-house within the required timeframe.

2- Make decisions quickly: Calling on external expertise provided a neutral and objective diagnosis, facilitating buy-in from all stakeholders and speeding up decision-making.

3- A need for expertise on an unfamiliar tool: The implementation of a new tool required in-depth knowledge to be optimized from the outset, without wasting time learning how to use it.

4- Focus on execution rather than structuring: Rather than mobilizing in-house resources or hiring new staff, Edflex has chosen to concentrate on the run and delegate the build to experts, thus guaranteeing efficient and rapid deployment.

How did Customerz solve your problems?

Customerz provided us with a fast, efficient response thanks to three key assets:

Their expertise: Their mastery of best practices in support service structuring and Zendesk configuration enabled us to deploy an optimized solution right from the start. They were able to analyze our processes, identify sticking points and propose appropriate solutions to structure our organization.

Their availability: Customerz was there every step of the way, ensuring tailor-made support and immediate responsiveness. Their constant monitoring enabled us to secure every phase of the project and guarantee a smooth implementation.

Their adaptability: Their personalized approach took into account our specific needs and the constraints of our teams. Whether it was change management, training or workflow optimization, Customerz was able to adjust its method to guarantee a concrete and lasting impact.

What has Customerz brought to Edflex?

Customerz provided us with a solid structure, cutting-edge expertise and a strategic outside eye, all of which were key gas pedals in our project.

What's next for Edflex?

We plan to roll out our new process on a massive scale, in order to optimize support management and streamline the user experience. This roll-out will be accompanied by a continuous improvement phase to enrich and evolve it, adjusting workflows and tools according to feedback. Our aim is also to make it scalable, so that it can adapt to our growth and effectively support the increasing volumes of requests.

As part of this dynamic, we will be integrating conversational AI to automate certain interactions and enhance the self-resolution of requests, while guaranteeing human assistance when necessary. Finally, we plan to strengthen our team in line with activity, adjusting resources to ensure quality service and respond effectively to our users' needs.

The results

x3
faster internal onboarding
from 6 months to 2 months thanks to Customerz
x2
more responsive Customer Success
with response time halved after media structuring
80%
fewer calls to other teams
thanks to better-structured, more autonomous support
"Without Customerz, we would never have been able to deploy our new support service in time for our 2025 launch. Their expertise and support gave us peace of mind and saved us time, enabling us to concentrate on our core business without burdening our internal teams."
Francesca Bonavita
VP Operations Edflex

Mission deliverables

Audit & Synthesis of recommendations

  • A detailed report including an analysis of existing processes, identified friction points, a benchmark of tools and a deployment roadmap to optimize the support service.

Process & RACI Guide

  • A reference document structuring the roles and responsibilities of support teams (CSM, support, learners, HR project managers) with a RACI matrix to streamline ticket management and limit escalation.

Zendesk Configuration & Documentation

  • A detailed guide to setting up Zendesk, including optimized forms, ticket management by level, setting up the AI chatbot and organizing the segmented knowledge base (FAQ project managers vs. learners).

Training content & user guides

  • A training kit for internal teams (support & CSM), including tutorials on how to use the new tools, best practices and an accompanying manual to ensure effective adoption of the new processes.
F.A.Q

Your questions

What is Customerz?

Customerz is a collective of SaaS B2B Customer Experience experts. We help companies structure and optimize their CX strategy through audits, tool integration, training and operational support.

Who can benefit from our services?

We work with startups, scale-ups and large companies, especially those who want to structure their CX, improve retention and optimize their processes.

Why choose a collective rather than a consulting firm?

With Customerz, you have access to specialized, flexible and immediately operational experts, with a hands-on approach and concrete results.

How does our support work?

We offer services tailored to your needs: one-off assignments, long-term support, tool integration or operational reinforcement.