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How Does RMOS™ Connect People and Process in Service Delivery?

Use RMOS™ to align roles, workflows, and governance so service teams know what to do, when to do it, and how to measure impact on customer outcomes.

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RMOS™ connects people and process in service delivery by providing a structured operating system for how teams plan, execute, and measure work. It defines clear roles and responsibilities, standardizes service workflows and playbooks, and links them to data, technology, and dashboards. The result: employees know what “good” looks like in every interaction, processes are repeatable, and leaders can see how service delivery drives revenue and customer outcomes.

What Matters When RMOS™ Connects People and Process?

Shared Service Outcomes — RMOS™ links frontline work to CX and revenue goals, so teams align around the same customer and business outcomes, not just functional tasks.
Role Clarity and Hand-Offs — Defined roles, RACIs, and SLAs make it clear who owns each step of service delivery—and how work moves between marketing, sales, and service teams.
Standardized Service Playbooks — RMOS™ translates strategy into practical playbooks, scripts, and workflows that guide consistent delivery across channels and segments.
Connected Processes and Systems — Processes are designed with CRM, marketing automation, and service tools in mind, so the flow of work and the flow of data line up cleanly.
Governance and Cadence — RMOS™ establishes forums, decision rights, and dashboards so leaders can steer service delivery with real-time insight instead of anecdotes.
Enablement and Coaching — People get training, tools, and feedback loops that match the processes you design—so the “new way of working” actually sticks in the field.

The RMOS™ Playbook for Service Delivery

RMOS™ gives you a repeatable way to connect people and process across the customer lifecycle—from marketing promises to day-to-day service interactions. Use this sequence to make it real.

Discover → Define → Design → Enable → Orchestrate → Measure → Improve

  • Discover how service is delivered today: Map current service journeys, roles, and workarounds. Capture frontline and customer feedback to understand where people and processes are misaligned.
  • Define service outcomes and RMOS™ pillars: Clarify the service outcomes you want (experience, efficiency, revenue) and how they connect to RM6™ dimensions like people, process, technology, and data.
  • Design future-state workflows and roles: Use RMOS™ to create standard service workflows, handoffs, and RACIs that describe who does what, when, and in which system at each stage of the journey.
  • Enable people with playbooks and tools: Build role-based playbooks, knowledge assets, and in-tool guidance so employees can execute the new processes confidently and consistently.
  • Orchestrate across teams and channels: Align marketing, sales, and service motions in RMOS™ so offers, messages, and interventions show up at the right time in the right channels for customers and employees.
  • Measure performance with shared dashboards: Connect service KPIs—such as response time, resolution, NPS, and renewal—to revenue marketing dashboards so leaders see how service delivery drives growth.
  • Improve continuously: Use RMOS™ governance to review results, prioritize improvements, and update playbooks and processes so your operating system evolves with the business.

RMOS™ Service Delivery Maturity Matrix

Capability From (Disconnected) To (RMOS™-Enabled) Owner Primary KPI
Service Operating Model Service work defined locally by teams Codified RMOS™ model linking service roles, journeys, and governance Executive Sponsor / CX Clarity of roles & responsibilities
Process & Playbooks Tribal knowledge and one-off documents Standardized, version-controlled playbooks aligned to RMOS™ and RM6™ Service Leadership / RevOps Playbook adoption rate
People & Enablement Generic training, limited coaching Role-based enablement tied directly to RMOS™ processes and KPIs Enablement / HR Time-to-proficiency
Technology & Data Disconnected tools and incomplete data Integrated platforms and data model that support RMOS™ service workflows IT / RevOps Data accuracy & system adoption
Metrics & Dashboards Functional reports with limited visibility Unified dashboards connecting service delivery to revenue marketing metrics Analytics / RevOps Service impact on revenue KPIs
Governance & Continuous Improvement Ad hoc problem solving RMOS™ governance cadence with clear decision rights and prioritized backlogs RMOS™ / Rev Council Time to resolve systemic issues

Client Snapshot: RMOS™ in Action for Service Delivery

A global provider used RMOS™ to redesign lead management and downstream service processes, aligning marketing, sales, and service around shared workflows and dashboards. By connecting people, process, and platforms, they accelerated response times, improved customer experience, and unlocked new revenue. To see how disciplined operating models drive outcomes at scale, explore the Comcast Business case study.

When RMOS™ connects people and process in service delivery, you get more than consistency—you get a living operating system that links every interaction back to your revenue marketing strategy.

Frequently Asked Questions about RMOS™ and Service Delivery

What is RMOS™ in the context of service delivery?
RMOS™ is a structured operating system that defines how people, processes, technology, and data work together to deliver services. It turns strategy into repeatable workflows and playbooks that connect day-to-day service interactions with revenue and customer outcomes.
How is RMOS™ different from a standard process map?
A process map shows steps; RMOS™ adds the full operating model around them—roles, governance, data, technology, metrics, and enablement. It ensures processes are owned, supported, and continually improved, not just documented once and forgotten.
Where should we start when applying RMOS™ to service delivery?
Start with a high-impact journey such as onboarding, support, or renewal. Use RMOS™ to clarify outcomes, map roles and workflows, align systems, and create playbooks. Then pilot, measure results, and scale the approach to other journeys.
How does RMOS™ connect service teams to revenue marketing?
RMOS™ aligns service processes with revenue marketing goals and metrics, so teams see how their work influences pipeline, expansion, and retention. Service KPIs feed into shared dashboards that revenue leaders use to guide investment and strategy.
What role do technology and data play in RMOS™?
Technology and data provide the backbone for RMOS™. CRM, marketing automation, and service tools are configured to support RMOS™ workflows, and shared data standards ensure that everyone is working from the same view of the customer and the same performance metrics.
How do we measure the impact of RMOS™ on service delivery?
Track changes in service performance (cycle times, resolution rates, NPS, CSAT), internal indicators (adoption of playbooks, engagement), and revenue outcomes (conversion, expansion, renewal) before and after RMOS™ implementation. Use integrated dashboards to monitor trends over time.

Make RMOS™ the Engine of Your Service Delivery

We’ll help you apply RMOS™ so people, process, and platforms work together—and service delivery becomes a measurable driver of revenue.

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