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CX Source LLC

CX Source LLC

IT Services and IT Consulting

Denver, CO 75 followers

We translate complex technologies into actionable Customer Experience strategies that drive real results.

About us

CX Source is a consulting firm that is focused on the Customer Experience (CX) space and related technologies. We bridge the gap between technology and customer experience, helping to translate complex technologies into actionable Customer Experience strategies that drive real results. With over 25 years experience in technology and a deep understanding of UCaaS, CCaaS, and AI, I've helped countless clients achieve their customer experience goals. At CX Source, I handcraft solutions that are not just technically sound, but also tailored to your unique needs. Let me be your trusted advisor on your CX journey. I have deep experience in UCaaS, CCaaS, IaaS, PaaS, AI (how, why, and where to use it), and cloud strategy. If you’d like to discuss how I might help you, I invite a personal call at (303) 720-1650, email me at Pete@CX-Source.com, or contact me via LinkedIn.

Website
www.cx-source.com
Industry
IT Services and IT Consulting
Company size
2-10 employees
Headquarters
Denver, CO
Type
Privately Held
Founded
2024

Locations

Employees at CX Source LLC

Updates

  • A.I. Has Changed Security Forever...   Join Technology Source, April 21st at 9am Pacific, for our Virtual Roundtable, “A.I. Has Changed Security Forever,” and discover how A.I. is redefining physical security.    Our industry experts will discuss how automation, facial recognition, suspicious behavior detection, and real-time response enhance protection. See how the latest solutions enable fast search across recorded footage using A.I., accelerating investigations.   Gain insights to reduce risk, complexity, and cost.    Don’t miss this session.   Register: https://lnkd.in/gjTR_4-H #EnterpriseSecurity #PhysicalSecurityStrategy #AISecurity #SmartBuildings #CorporateSecurity #RiskManagement

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  • If your company has even a few vehicles, DO NOT MISS THIS Virtual Roundtable Series – Tuesday, March 17th at 9am Pacific Join industry experts for a panel discussion exploring why leading companies are adopting AI as their operational co-pilot to manage their fleets. Discover how AI is helping fleets of all sizes reduce costs, improve efficiency, and enhance driver safety through real-time insights, predictive analytics, and smarter fleet management. Learn how organizations are using AI to optimize operations, prevent accidents, and gain a powerful competitive advantage. Register today! https://lnkd.in/g4CHVBVg #FleetManagement #SmartFleet #FleetOptimization #ConnectedFleet #FleetTechnology #FleetEfficiency #Azuga #AI

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  • 2026 Hot Take for Business Leaders: Agentic AI Is About to Redefine Customer Experience – Are You Ready? Business executives, the era of AI simply answering questions is over. In 2026, agentic AI (autonomous AI agents powered by large action models) is moving from pilot projects to mission-critical CX workflows. These agents don’t just deflect tickets — they resolve issues end-to-end, orchestrate across systems, update records, and hand off seamlessly to humans only when needed. The results? ✅ 72% of consumers already say AI & automation improve their service experiences ✅ 69% trust companies using AI as much or more than those that don’t ✅ Dramatically lower costs, faster resolutions, and true omnichannel continuity But here’s the catch most executives are missing: success isn’t about deploying another chatbot. It’s about orchestration, governance, observability, and hybrid human + AI teams that actually build trust and deliver measurable ROI. Poorly integrated AI risks eroding the very experiences you’re trying to improve. At CX Source, we’ve spent 25+ years bridging cutting-edge technology (UCaaS, CCaaS, and now agentic AI) with real-world execution. We help organizations discover the right strategy, engineer seamless integrations, and implement high-impact solutions that drive customer happiness while reducing costs — without the headaches. The companies that treat 2026 as the year of disciplined AI agent deployment will dominate their markets. The rest will be playing catch-up. What’s your biggest question about rolling out agentic AI in your customer operations this year? Drop it in the comments — I’d love to discuss. 👉 Ready to future-proof your CX strategy? Visit www.cx-source.com today. #AgenticAI #CX #CustomerExperience #AITransformation #BusinessLeadership #CCaaS #AI2026 Sponsored by CX Source Unlocking technology’s potential for exceptional customer experiences.

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  • Hi Community! Interested in global IoT connectivity and management? Join our upcoming webinar to see how Aeris simplifies IoT with a single, secure platform that connects, manages, and scales devices worldwide—reducing complexity, lowering costs, and accelerating time-to-value. Register: https://lnkd.in/gcBCZYqa Cable internet wasn’t built for today’s always-on, cloud-driven businesses. Join Technology Source’s virtual roundtable to explore how Aeris Fixed Wireless Access (FWA), powered by the Aeris platform and Watchtower®, is redefining business connectivity—delivering secure, scalable, wireline-grade performance, visibility, and control without the delays, limitations, or fallout of cable. In this session, you’ll learn how Aeris FWA delivers: - A true cable alternative  - Rapid deployment - Predictable performance backed by an SLA - Network diversity and resilience  - Centralized visibility and control with Aeris Watchtower® - Proactive issue detection and faster troubleshooting - Simplified operations at scale Register here: https://lnkd.in/gcBCZYqa

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  • How AI Is Transforming Quality Assurance Across the Customer Journey: Quality Assurance is no longer just about testing software, it’s about ensuring the entire customer journey works as intended, every time. As digital experiences become more complex, AI is reshaping QA from a back-end technical function into a front-line driver of customer experience (CX). Traditionally, QA focused on whether systems worked.  Today, customers judge quality by whether experiences are seamless, fast, and effortless across channels.  Done right, AI enables organizations to test and monitor the journey itself from first interaction through post-purchase support. AI-driven QA can automatically generate tests based on real customer behavior, validating critical journeys like onboarding, checkout, account changes, and service recovery. These tests adapt as experiences evolve, ensuring quality doesn’t degrade when interfaces, workflows, or integrations change. One of the biggest breakthroughs is predictive journey failure detection. By analyzing interaction data, defects, and friction points across channels, AI can identify where customers are most likely to abandon, repeat steps, or contact support before those issues impact satisfaction or revenue.  QA shifts from reacting to incidents to preventing experience breakdowns. AI also enables continuous quality monitoring beyond launch. In production, it watches real customer interactions, flags anomalies in journey performance, and feeds insights back into testing and design. QA becomes a living feedback loop aligned to how customers actually use your products and services. Even regression testing takes on new meaning. Instead of validating isolated features, AI prioritizes testing the journeys that matter most to customers and the business—those tied to conversion, retention, and loyalty. The result is a fundamental shift: QA moves from “Did it pass?” to “Did the customer succeed?” Quality becomes measurable in terms of effort, consistency, and outcomes. Investing in the right solution can give your organization a competitive advantage. If your organization wants to ensure AI-enhanced quality across every customer touchpoint - not just your tech stack - CX Source can assist with design, implementation, and operationalized AI-powered QA for the customer journey. Reach out to CX Source to learn how AI can help you exceed your QA and CX goals.  

  • How AI Is Reshaping Employee Training—and Why Early Adopters Win: Most companies still treat training as an event: onboarding sessions, annual compliance modules, and slide decks few revisit. Meanwhile, the pace of change keeps accelerating. AI is shifting training from a one-time activity into a continuous, adaptive performance system—and the companies adopting it early are seeing real results. Faster Onboarding, Quicker Productivity: AI personalizes onboarding based on role, background, and early performance. New hires skip what they already know and focus on real skill gaps. Combined with AI assistants that act as 24/7 coaches, employees get answers and guidance in the flow of work—without pulling managers into constant support. Learning in the Flow of Work: Instead of long, forgettable courses, AI delivers just-in-time micro-learning: - Short updates when tools or policies change - Role-specific refreshers triggered by real needs - Targeted reinforcement tied to performance - Training becomes enablement, not interruption. Continuous Upskilling Without Burnout: AI tracks how people perform—not just what they complete. It reinforces weak areas, accelerates strong performers, and adapts learning paths automatically. Teams upskill faster without blanket retraining or fatigue. Preserving Institutional Knowledge: AI turns SOPs, documentation, and tribal knowledge into searchable, conversational systems. This reduces dependency on key individuals, protects against turnover, and drives consistent execution as organizations scale. Smarter Compliance: By tracking certifications, expirations, and risk areas automatically, AI shifts compliance from reactive to preventative—cutting risk and administrative effort. Why Your Organization Should Care - Organizations using AI-driven training consistently see: - Faster time-to-productivity - Lower training and support costs - More consistent execution - Higher engagement and retention - Clear visibility into skill gaps The fastest ROI shows up in high-turnover roles, operations-heavy teams, PE-backed portfolios, compliance-driven industries, and customer-facing functions. Bottom Line: AI turns training from “scheduled events people forget” into “a system that continuously improves how work gets done.” Companies that treat AI as a strategic enablement layer—not a novelty—will outpace those still training for yesterday’s reality. Reach out to learn more about how to move into the modern approach. www.CX-Source.com

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  • The Seamless Sale: Rethinking the Customer Payment Experience: In the world of Customer Experience (CX), we often obsess over the "flow" that leads to a resolution. But at CX Source, we believe a journey is only as good as its final step. Too many organizations treat the payment process as a back-office utility rather than a critical customer touchpoint. If your payment experience is clunky or outdated, you aren't just losing a transaction; you’re eroding the trust you worked so hard to build. Here is why rethinking your payment strategy is no longer optional. 1. The High Price of "The Way We've Always Done It" The most expensive phrase in business is "we’ve always done it this way." If you haven’t audited your payment ecosystem in the last two years, you are likely overpaying. Legacy systems often hide bloated transaction fees and inefficient manual reconciliation processes that drain your team’s time. At CX Source, we help companies realize that modernizing is a cost-saving measure. Agile, cloud-native architectures reduce operational overhead and provide better visibility into cash flow. 2. Bridging the Gap: Legacy Tech vs. Modern Expectations Today’s customers expect "one-click" ease and digital wallets like Apple Pay or Google Pay. If your payment screen feels like it belongs in 2012, your customers will feel the friction. Outdated technology leads to high abandonment rates and "high-effort" experiences—the primary driver of customer disloyalty. 3. Compliance as a Competitive Advantage Regulatory requirements like PCI-DSS and GDPR are constantly evolving. Relying on an aging system often means playing a dangerous game of "patchwork" to stay compliant. Modernizing allows you to bake security into the foundation, protecting your brand reputation and winning long-term customer advocacy. 4. Turning Data into Dialogue Every payment tells a story. Modern systems provide actionable data: Where are customers dropping off? Which payment methods do they prefer? At CX Source, we view payment data as a silent form of the Voice of the Customer (VoC). Listening to this data allows you to eliminate friction and create a truly seamless sale. The CX Source Perspective: Rethinking your payment experience isn't just about the math of the transaction; it's about the emotion of the experience. A smooth, secure process leaves the customer feeling confident and valued. Is your current system a bridge or a barrier? If you aren't sure, it’s time to start the conversation. CX Source can help!

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  • Do Most AI Pilots Really Fail? If you ask Gemini, ChatGPT, or even your search engine of choice, they all come back with some worrying statistics when it comes to the success rate of AI projects in corporate America. The ‘optimistic’ estimate puts the success rate at around one in three. The high-end estimates suggest that the failure rate is in the neighborhood of a 95%. Here’s the thing though; that ‘95%’ number comes from studies like the one done at MIT. If you actually look at the success criteria, they only accepted a pilot as a success if the project met the expectations - typically a dramatically improvement on the bottom line. If it saved money, but only marginally, or was break even on cost but dramatically improved the customer experience, for example, it was still counted as a failure. The problem is this: The marketing rarely lives up to real world expectations, and the marketing dollars are HUGE right now. So… Don't scrap the notion of leveraging this powerful tool. Take a breath. Think about where your organization struggles. Bring in an agnostic technology advisor to help evaluate where AI is most likely to succeed. Most of these AI projects fail due to recurring themes: 1.     Poor assessment of where AI can make meaningful impact 2.     Picking the wrong technology because it looks great on paper 3.     A woeful lack of planning on how the technology will integrate 4.     Unprepared data sources – Siloed data, disparate sources, static and dynamic data with poor change control policy, etc. 5.     Placing too many guardrails due to the fear of allowing an AI to be empowered within the environment 6.     Unrealistic expectations or success criteria This is a partial list, but certainly some of the usual suspects. If you are interested in a successful outcome, planning and expertise matter. Measured against whether the client would consider their project a success, and that they are glad they moved forward, CX Source is proud to have had a 100% success rate for completed projects in calendar 2025. That’s every one of them. We put in the work, and the results speak for themselves. Reach out if you’d like to know more about our methodology.

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  • There’s no shortage of buzz around AI, but the real question is: how is it actually changing the customer experience? I’ll be hosting a session this Saturday, November 15th, on How AI Is Transforming the Customer Experience — sharing insights, real-world examples, and lessons learned from the field. Whether you lead CX strategy, IT, or operations, this conversation will be full of practical takeaways. Hope to see you there! https://lnkd.in/gxQHhTZM

  • Scammers are targeting your business. CX Source can help.

    A moment ago, I received a call on my cell phone from what presented as Wells Fargo. The number was 1-800-869-3557. Googling the number showed that it was indeed a Wells Fargo number. So what's the problem? It was a scam. Scammers have the ability to spoof a real number when they call you. The crook on the phone told me that I had two Zelle transactions about to be processed to the tune of roughly $4,000. He needed to verify that I was ok with that. Ultimately, he probably would have been asking for my account and routing information, but when I pressed him on questions about the transaction, his role, etc., he just hung up on me. These scams are increasingly convincing. Just as a reminder, never give out any sensitive information to an inbound caller. It's safer to say, "great, I'll call the back back to confirm the details". Then hang up, call the number on the back of your card or your local branch to see if the 'incident' is real. If you are a business, there are ways to protect your customers and organization from the new threats that AI can pose. Interested in learning more? Just reach out!

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