Base
13 Case Studies
A Base Case Study
Okta, a leading independent identity provider, faced a challenge in scaling its customer success programs. The company needed a digital-first system to capture customer business goals and deliver automated success plans to accounts without dedicated customer success manager (CSM) coverage, all without adding manual work for its teams. To address this, Okta partnered with vendor Base and implemented its product, EverAfter by Base AI.
The solution from Base integrated with Okta's existing stack, including Databricks and Salesforce, to create an embedded, self-serve planning experience that personalized journeys using real-time product usage and captured goals. This implementation drove a 3x increase in weekly feature adoption, automated success plan delivery for 100% of digital accounts, and captured business goals from 20% of users in the first week.