Category 05 of 09 · IT Stack Sourcing

CX / UCaaS / CXaaS

Cloud communications and the contact center, sourced to the workflow. Voice, video, meetings, messaging, and contact center platforms with their agent tooling and analytics.

CX / UCaaS / CXaaS, run as part of one managed stack.

SpearPoint sources this category across every major supplier through the national distributor network, negotiates it, and then manages it for the life of the contract — inventoried in SHELBY, reconciled monthly, renewed on purpose. Maximum impact from the spend, minimum vendor debt.

  • License and seat-type analysis; call-flow and integration mapping
  • Shortlist across every major UCaaS and CCaaS supplier
  • Scripted demos, weighted scorecard, benchmarked pricing
  • Porting, devices, E911, and true-up negotiation
  • Adoption oversight and go-live

Typical trigger

  • PBX or legacy contact center at end of life
  • Omnichannel or AI-agent requirements
  • CRM, EMR, or ITSM integration is non-negotiable
  • Hybrid workforce with shifting headcount

C.L.E.A.R., applied to CX / UCaaS / CXaaS.

Customer & Landscape

  • Outcome and KPIs before any supplier
  • Inventory of what you own, pay, and renew
  • Market read and live pricing benchmarks

Evaluation & Adoption

  • Shortlist of the two or three that fit
  • Weighted scorecard, benchmarked pricing
  • Negotiated terms, go-live oversight

Roadmap · in SHELBY

  • Monthly invoice-to-contract reconciliation
  • Renewal strategy 90 days ahead
  • Quarterly review with leadership
The full methodology →
SPEND

This spend can earn something back.

CX / UCaaS / CXaaS bought as a service through SpearPoint is eligible spend. For a company, the rebate comes back to the IT budget; for an association, the dividend funds the mission.