Sister company: dongle si

Enterprise Technology Advisory & Solution Architecture

The Trusted Advisor Channel Is Missing Deep Technical Architecture. We Solved That.

We bridge the gap between high-level vendor evaluation and the gritty reality of enterprise implementation. Through our channel sales model and 20+ years of contact center delivery pedigree, we offer true Solution Ownership — across customer experience and defense-sector cybersecurity.

Explore Our Advisory Model
Contact center delivery
20+ yrs
Advisory fees to you
$0
Owners from spec to go-live
One

Who owns the solution?

From first requirement to steady state

  1. Requirements & readiness

    Current state, call flows, data and integration needs

  2. Vendor evaluation

    Vendor-agnostic shortlist, validated against your architecture

  3. Commercial optimization

    Pricing and contract terms negotiated through the channel

  4. A traditional TA exits here
  5. Implementation & PMO

    Our CX deployment engineers, or governance over your SI

  6. Systems integration & CTI

    Screen-pop and data connectors via Dongle SI

  7. Go-live & optimization

    Hypercare, adoption and vendor accountability

EngageCX owns every step.

Platform ecosystem

  • Zoom Contact Center
  • Zoom Phone
  • Genesys Cloud CX
  • NICE CXone
  • Dialpad
  • Salesforce Service Cloud
  • Microsoft Dynamics 365

How we sell

Channel sales. Provider-funded advisory, so there's no advisory fee to you.

Practice Divisions

Two practices. One accountable team.

The same architect-first approach, applied where enterprise risk concentrates: the systems your customers reach you through, and the data the Department of Defense trusts you to protect.

engagecx Advisory Services

Enterprise cloud communications & CX

Vendor-agnostic CCaaS and UCaaS migrations, owned from requirements through go-live and integration.

  • CCaaS migrations to Zoom Contact Center, Genesys Cloud CX and NICE CXone
  • CRM integration without Salesforce voice fees — keep the CCaaS you chose
  • Invictus Virtual CTI — the LWC-native bridge for the February 28, 2028 Salesforce Open CTI sunset

EngageSEC

Compliance

Defense Industrial Base cybersecurity

Readiness for DIB subcontractors with 50–150 employees who handle Controlled Unclassified Information (CUI) without a dedicated compliance department.

  • DFARS flow-downs inherited from prime contracts, translated into a plan
  • CUI safeguarding & secure enclave architecture
  • NIST SP 800-171 / CMMC readiness, starting with the 14-Point NIST Readiness Audit

Channel sales

We source the underlying software and security stacks — CCaaS, UCaaS, MDR, SASE and backup — through channel sales, so you get favorable terms and one accountable advisor across both practices.

The Advisor Difference

Broker or architect? It decides who carries the risk.

Most Trusted Advisors introduce vendors and step back at signature. We're veteran enterprise architects who design, validate and stress-test the solution before you sign — and then stay to deliver it.

Technical depth over sales pitches

We design, validate and stress-test the architecture before you sign, so the platform you buy is the platform that works in your environment.

Full solution ownership

We don't vanish after contract signing. We own the architecture from requirements through delivery and hold vendors accountable to what was promised.

One stop, end to end

Requirements, vendor evaluation, commercial optimization, implementation and systems integration — under one roof, with one accountable team.

Advisory Services · EngageCX

End-to-end capability, from the shortlist to the screen-pop.

01

Strategic Sourcing & Alignment

Objective evaluation of CCaaS, UCaaS and AI tooling, tailored to your actual architectural readiness — not to whoever has the best demo.

  • Requirements, call-flow and data-dependency discovery
  • Vendor-agnostic shortlists and scored evaluations
  • AI and automation readiness assessment

02

Vendor Management & Commercial Optimization

We leverage our channel relationships to secure favorable commercial and contractual terms — at zero advisory cost to you.

  • Pricing, term and SLA negotiation support
  • Contract review against the agreed architecture
  • Ongoing vendor escalation and accountability

03

Implementation & Technical PMO

Hands-on deployments run by our dedicated CX implementation team, or rigorous quality assurance over the third-party SI you choose.

  • Solution design, build and UAT
  • Migration and cutover planning
  • Program governance, RAID logs and executive reporting

Systems Integration & CTI

Direct access to our sister company's hosted and custom middleware for Zoom, Salesforce, NetSuite, Epic and legacy systems.

  • CTI and screen-pop into CRM, ERP and EHR
  • Data dips, routing data and wrap-up write-back
  • Custom connectors for any modern API

Salesforce Open CTI retires February 28, 2028

— days remaining

Flagship product · EngageCX Production-ready · Bypass Open CTI retirement

Invictus Virtual CTI

The LWC-native escape hatch from the Salesforce Open CTI sunset

“I am the master of my fate, I am the captain of my soul.”
Invictus — Latin for “unconquered.” From William Ernest Henley's poem of the same name.

Salesforce is retiring Open CTI and steering customers toward Service Cloud Voice (now Salesforce Voice). Invictus lets you keep the contact center platform you chose — Zoom, Genesys or NICE CXone — connected to Salesforce, without re-platforming your voice stack or paying for it twice.

  • Future-proof LWC architecture

    Built entirely on modern Salesforce Lightning Web Components (LWC), with no dependency on Open CTI APIs — so it's immune to the February 2028 Open CTI retirement.

  • CCaaS platform agnostic

    Keep Zoom Contact Center, Genesys Cloud CX or NICE CXone fully integrated, without Service Cloud Voice add-on licensing or per-minute usage fees.

  • Advanced screen-pops & auto-logging

    Instant record matching, dynamic multi-tab routing, and zero-touch activity and disposition logging straight into Salesforce objects.

Engineered with Dongle SI

Sister company · Engineering arm

dongle si

Integration is the #1 roadblock in CX migrations. Our sister company removes it.

Dongle SI is our dedicated engineering arm. It builds hosted, low-maintenance CTI and screen-pop bridges — "dongles" — that plug any open-API CCaaS or UCaaS platform into the ERP, banking, healthcare and HR systems your agents depend on.

Visit donglesi.com

Pre-built dongles

  • Oracle NetSuiteERP
  • Jack Henry & Fiserv core bankingFinancial
  • Epic & ambulatory EHRsHealthcare
  • Microsoft Dynamics 365ERP
  • WorkdayHR

Two-way by design: customer context to the agent on ring, dispositions and notes back to the system of record. Custom dongles for any system with a modern API.

Compliance · EngageSEC

Cybersecurity compliance for the Defense Industrial Base.

Built for DIB subcontractors with 50–150 employees who inherit DFARS clauses through prime contract flow-downs and handle Controlled Unclassified Information (CUI) — usually without a dedicated compliance team.

CMMC timelines may shift. Your DFARS obligations don't.

NIST SP 800-171 self-assessments, SPRS score affirmations, and DFARS 252.204-7012 safeguarding and incident reporting apply whatever the CMMC rollout schedule.

DFARS flow-down review

The clauses in your subcontracts — 252.204-7012, -7019, -7020 and -7021 — mapped to what you actually have to do.

SSP & POA&M

A System Security Plan and Plan of Action & Milestones that match how your environment really works.

Secure enclave architecture

Contain CUI in an isolated environment so the rest of the business isn't pulled into scope.

Remediation stack sourcing

MDR, SASE and immutable backup, sourced through channel sales at partner pricing.

Productized advisory Fixed scope · Health check

The EngageSEC 14-Point NIST Readiness Audit

A diagnostic health check for defense contractors and enterprise IT leaders: where you really stand against NIST SP 800-171, what you can defend, and what to fix first.

SPRS Score Defensibility Check

Audit your current NIST SP 800-171 score, as reported in SPRS, against rigorous federal enforcement standards.

What we examine
Each of the 110 requirements behind your score, the evidence for it, open POA&M items, and your affirmation history.
What you get
An evidence-backed score estimate and a list of controls that may be overstated.

Why it matters: SPRS scores (−203 to 110) are self-attested, and overstated scores have drawn False Claims Act actions under the DOJ's Civil Cyber-Fraud Initiative.

Measured across all 14 NIST SP 800-171 Rev. 2 control families

The revision CMMC Level 2 assesses against

  • ACAccess Control
  • ATAwareness & Training
  • AUAudit & Accountability
  • CMConfiguration Mgmt
  • IAIdentification & Auth
  • IRIncident Response
  • MAMaintenance
  • MPMedia Protection
  • PSPersonnel Security
  • PEPhysical Protection
  • RARisk Assessment
  • CASecurity Assessment
  • SCSystem & Comms Protection
  • SISystem & Info Integrity

Remediation tooling sourced through channel sales

An advisory readiness assessment for planning and remediation. It is not a CMMC certification assessment and does not result in certification.

Leadership & Technical Pedigree

Advisors who have built what they recommend.

Dan Eyring

Managing Principal & Practice Lead

Dan brings 20+ years in enterprise cloud communications and contact center architecture. He leads client advisory engagements end to end — from requirements and vendor evaluation through commercial terms and delivery.

dan.eyring@engagecx.io →

Aaron Oliver

Chief Solutions Architect

Aaron brings deep systems engineering, telephony middleware and complex enterprise integration experience. He validates every recommended architecture and leads technical delivery across EngageCX and Dongle SI.

Engagement Model

One accountable partner across five phases.

Advisory and sourcing are funded through our channel sales model, so there is no advisory fee to you. Implementation and integration are scoped and quoted separately, delivered our way or yours.

  1. PHASE 1

    Requirements gathering

    Stakeholder interviews, current-state architecture, integration map.

  2. PHASE 2

    Platform & vendor evaluation

    Vendor-agnostic shortlist, scripted demos, architecture validation.

  3. PHASE 3

    Commercial optimization

    Pricing, terms and SLAs negotiated through the channel.

  4. PHASE 4

    Implementation delivery

    Build, test, migrate and cut over, with hypercare.

  5. PHASE 5

    Systems integration

    CTI, screen-pop and data connectors via Dongle SI.

Delivery option A

We deliver it

Our specialized bench of CX deployment engineers implements the platform directly, with Dongle SI handling integrations. One team, one plan, one point of accountability.

Delivery option B

We govern your partner

Prefer the vendor's professional services or your own SI? We provide technical PMO and quality assurance over their work, holding them to the architecture we validated together.

Book an Advisory Session

Start with the architecture, not the sales pitch.

A 45-minute session with a principal: where you are, where you're headed, and what it will really take to get there. You'll leave with a recommended path, whether or not we work together.

  • No advisory fee
  • Vendor-agnostic recommendations
  • Response within one business day

Prefer email? dan.eyring@engagecx.io

We use your details only to respond to this request.