Research and development of machine learning algorithms for automated project planning in the field of agnostic CX

Highlights

Grant mention:

286-016-656/2022-1/1

Project information:

Development of ML Algorithms for Automated Project Planning in the Agnostic CX Area

Duration:

Start: January 2, 2020 / End: December 31, 2021

At Agile Networks Technologies (ANT) we have a strong track record in simplifying complex digital selling journeys and integrating them into our customers’ core systems and scalable infrastructure. But we are not just a delivery partner, we also invest in research and development to make CX strategy execution faster, measurable, and repeatable. In one word: scalable. A clear example is our in-house machine-learning consulting approach we called LEADER, built to propose and implement tailored selling journeys using a structured library of journey “building blocks” developed from real-world projects.

That research and development (R&D) focus was formally validated through a funded innovation project in Germany, for which ANT has received the Bescheinigungsstelle Forschungszulage (BSFZ) certificate that validates our R&D activity and allows us to claim funding from the research allowance. The project’s goal was to significantly reduce the time spent on documentation, project planning, and effort estimation, tasks that are traditionally done manually with general purpose software, like Word, Excel and PowerPoint, by moving toward data-driven automation. In the project, we explored and applied unsupervised learning approaches that can interpret user stories and match them to the most relevant customer journey building blocks, generating a recommended selling journey and a corresponding delivery plan.

As part of the work, we developed machine-learning algorithms that compare a new customer project against a standard selling journey, then propose a project plan and model the expected effort. This enables real-time tracking of budgets and timelines and supports proactive delivery management: teams can identify early signals of delay and decide on corrective actions based on objective indicators rather than manual updates and assumptions. The result is a measurable productivity gain in planning and governance, freeing up capacity for higher-value consulting and customer-facing work.

It is important to acknowledge that this was not routine development. The project extended beyond our established methods by combining CX performance indicators – such as experience attributes, customer loyalty and Net Promoter Score (NPS) – with statistical modelling to optimize outcomes, and by applying additional techniques like coefficient reduction, expanded datasets, and cross-validation to reach a commercially reliable solution. While we already had experience with regression-related methodologies (including factor analysis and state-space models), the funded project required us to build further capabilities in unsupervised learning and advanced statistical modelling (including Markov Chain Monte Carlo, MCMC), underlining its R&D nature and its contribution as a novel extension beyond our day-to-day delivery.

What is BSFZ

BSFZ stands for Bescheinigungsstelle Forschungszulage (Research Allowance Certification Office). In Germany, it’s the official certifying body that checks whether a project qualifies as eligible R&D (FuE – Forschung & Entwicklung) under the Forschungszulagengesetz (FZulG) (the law behind Germany’s R&D tax incentive called the Forschungszulage).

What BSFZ does

Agile Networks Technologies proudly displays the certificate from the Research Allowance Certification Office (BSFZ) confirming our commitment to research and development. The BSFZ certification affirms the innovative, research-driven nature of our work, meeting criteria for novelty, scientific/technical risk, and systematic planning under the General Block Exemption Regulation (AGVO).

Read more about Bescheinigungsstelle Forschungszulage and the certification here: