Case Study

Zendesk+ClickUp AI at L5.ai

A professional POC consultant portal that demonstrates AI-powered consulting, multi-platform delivery, and client enablement.

Project overview

Built a working POC consultant portal for the brand "yashikamahajan" to demonstrate AI consulting services through L5.ai. The portal combines portfolio credibility with interactive demos, self-service tools, and real-world delivery signals.

Purpose: client POC demos, sales enablement, authority building, and a resource hub.

Role

AI Delivery Consultant & Business Analyst

  • Defined portal strategy and value narrative.
  • Designed interactive modules and demo flows.
  • Aligned UX with L5.ai brand guidelines (color, typography, enterprise feel).

Core experiences designed

POC demo journey

Landing flow that takes prospects from discovery to assessment, proof, and consultation requests.

Interactive tool suite

AI readiness quiz, workflow automation preview, ROI estimator, timeline generator, and tech stack analyzer.

Multi-platform positioning

Zendesk, ClickUp, Workday, HubSpot, Slack - surfaced with platform-specific views.

Client-ready credibility

Case studies, certifications, and knowledge resources to prove delivery depth.

Metrics showcased in the POC

23+ implementations End-to-end client deliveries across sectors.
30-40% lift Operational improvements via integrations and automation.
200+ assets Knowledge articles and reusable playbooks.
25+ certifications Advanced platform certifications across CX and automation tools.

Additional demo metrics in the portal included 300% efficiency improvement and 98% satisfaction rates as sample proof points.

What made it different

  • Live demo mindset - not just a static portfolio.
  • Self-qualification tools for prospects to evaluate readiness.
  • Clear separation of "client view" and "consultant view."
  • Enterprise-grade polish with approachable personality.

Outcome

Delivered a POC portal that doubles as a sales tool and a proof-of-capability demonstration.

This case study reflects a professional build crafted for L5.ai's AI consulting context.