The CS Ops Playbook: From Data Chaos to Decision Intelligence

Session Abstract

This hands-on workshop helps CS Operations teams turn fragmented customer data into clear, actionable insights using structured frameworks and connected workflows. Attendees will learn how to apply the CORE Signal Framework to standardize customer metrics, use Gainsight and Staircase AI to surface meaningful trends, and design operational processes that align Customer Success, Support, Product, and Marketing around shared customer signals. Participants will also explore how AI can help prioritize actions, summarize insights, and improve decision-making across the customer journey.