OptimizeAI
A tailored 9 week program to unlock the full potential of your Freshworks platform
You implemented Freshworks. You're still waiting on the ROI.
70%
Most self-implemented platforms leave savings unrealized. We close the gap.
From AI activation to workflow optimization, we recover the value your implementation left behind
— and achieve the platform's full potential.
Get Your Free Consult →
Real Results. Real Clients. No Vendor Benchmarks.
Delivered across Freshservice and Freshdesk environments.
10–25%
Ticket Volume Reduction
15–31%
Handle Time Reduction
9 weeks
To Full AI Activation
<4 mo
Typical Payback Period
The gap we see
Are You Leveraging the Power of Freddy AI?
1
You implemented Freshworks but tickets are being assigned and handled manually
2
Your agents are overburdened - responding to users and service requests
3
Freddy AI is part of your plan - but still not part of core workflows & automations
4
Your leadership is asking why the help desk savings hasn't materialized yet
You have a powerful platform. Supercharge your Agents with OptimizeAI.
What you get
Agent Productivity. Help Desk Savings.
Costs are down, productivity is up, and your leadership has full visibility.
1
Up to 35% reduced TCO
fewer manual touchpoints, less agent overhead, and AI handling demand that previously required headcount.
2
4 months to full payback
every component of your help desk put to work so the ROI your leadership expected is the ROI they see
3
60% → 94% SLA compliance improvement
faster resolutions and consistent 24/7 service quality that customers and employees notice from day one.
4
Up to 31% reduction in handle time
AI assisting on every interaction and automation owning the repetitive work, same headcount with significantly more capacity.
5
Up to 21% reduction in ticket volume
AI resolving demand before it reaches your team, compounding your cost-per-interaction savings quarter on quarter.

your future state
What Your Help Desk Will Deliver
Closing the gaps that you see in your Freshworks environment.
1
1
AI Activation
AI Capabilities Fully Activated
Freddy AI is live across your environment — Copilot assisting every agent, AI Agent deflecting requests, Insights surfacing what matters.
↓ Reduced cost per ticket
2
2
Automation
Manual Work Automated
Triage, routing, and escalations handled automatically — your team focuses on complex work, not repetitive process.
↑ Agent capacity increased
3
3
Integration
Integrations That Work
Your Freshworks environment connects seamlessly across systems — data flows where it needs to, without manual intervention.
↑ Unified data and assets
4
4
Visibility
Leadership Having Visibility
Clear dashboards surface platform performance in real time — leadership sees outcomes, not just ticket counts.
↑ Increased operational visibility
How we deliver
PATH TO OUTCOME™
Proven framework. 9 weeks. Four Milestones. Measurable outcomes.
01 · Plan
Audit your environment — AI activation status, automation gaps, integration landscape, and quick wins.
02 · Align
Define outcomes. Agree the architecture. Align stakeholders before anything touches your platform.
03 · Transform
Activate AI, deploy automations, build integrations — platform optimized to perform, not just function.
04 · Harness
Measure outcomes. Train your team. Hand over a platform that compounds in value over time.
Why Partner With B-TRNSFRMD
Experienced and Certified Freshworks Professionals
A dedicated team of Freshworks-certified specialists and senior consultants who have led complex ITSM and CX transformations across mid-market organizations — bringing the expertise your implementation deserves.
Lower Cost of Delivery
Our onshore and offshore delivery model gives clients access to senior Freshworks expertise at a competitive price point — reducing vendor costs without compromising on quality or accountability.
End-to-end Capabilities
Deep platform expertise across Freshservice and Freshdesk — from initial configuration and AI activation to workflow automation, knowledge base design, and ongoing optimization. We cover the full engagement, not just go-live.
Delivered Over 60 Freshworks Implementations
From small IT teams to large enterprise operations, organizations across industries choose B-TRNSFRMD to deliver the Freshworks outcomes their business depends on.
FAQs

What is OptimizeAI?

OptimizeAI is a structured, 9-week engagement designed to activate Freddy AI, optimize your Freshservice or Freshdesk instance, and unlock the full potential of your platform. We work with your existing environment to close the gaps left after go-live — so your team sees real business outcomes: reduced help desk costs, increased automation coverage, improved visibility for leadership, and Freddy AI performing the way it was always intended to.

We already have a help desk team. Why do we need B-TRNSFRMD?

Most of our clients have an existing team in place and that does not change. B-TRNSFRMD works as an extension of your team, bringing deep Freshworks platform expertise to identify gaps, activate AI capabilities, and optimize what your team manages day to day. As a Freshworks partner, we also work directly with their customer success and technical teams — meaning faster responses, quicker resolutions, and a direct line into the platform when you need it most.

How do we know our Freshservice or Freshdesk is underperforming?

While this is a common oversight and often goes unnoticed, the platform is live, so it feels like it is working. A few early, easy-to-spot indicators include high volumes of manually handled requests, little to no AI deflection, and agents spending significant time on repetitive tasks that should be automated. These are signs of platform underutilization that most teams normalize over time. That is exactly what our first phase covers — a comprehensive audit that identifies the gaps you may have missed and gives you a clear, actionable report of where your platform stands.

Do we need to replace or re-implement our current setup?

No. OptimizeAI is built on top of what you already have. Your existing environment, your existing data, your existing team — we activate and optimize what is already there. No re-implementation, no new platform, no disruption to ongoing operations.

Why should we trust B-TRNSFRMD to deliver this?

We have worked with numerous organizations across industries — some including a Big 3 EV manufacturer, one of the largest retailers in the country, and healthcare organizations operating across 200+ locations. Each engagement has brought its own complexity, its own constraints, and its own expectations of what the platform should deliver. We are not just a platform reseller — our deep vertical and platform expertise across ITSM, CX transformation, CRM, and AI and analytics gives us a complete view of how every customer and employee touchpoint connects. With a lean model in place, every client gets dedicated support and direct access to our leadership without layers of hierarchy in between.

Stop Leaving Savings On The Table.
Talk to a B-TRNSFRMD expert. We'll show you exactly where your Freshworks platform is falling short — and what it will take to close the gap.
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