Best Practice Events & Live Case Studies

We facilitate Live Case Studies and best practice days, to share learning from our Award winners and finalists over the summer months, especially from the Transformation & Innovation Awards. This is another great opportunity to learn about the fantastic things that these organisations have achieved. These are interactive events to allow plenty of time for questions with key stakeholders in the transformation and networking with other delegates focussed on the same challenges. 

As a member, you are not on your own but part of a community with others facing many similar challenges. We are here to help you to make a tangible impact in your organisation and show how developing the capability of each specialist professional function is fundamental to your business.

All Live Case Studies Videos are available to all Forum Members. You will need login to gain access or register if you don't have a login.

 Once logged in they will appear on this page. Click on Read More to view the video.

2016 Innovation & Transformation Awards: FACT: operating principles for an efficient public service at Ingeus

See how value-based principles transformed the operation, saved £1.5m via automation and created the capacity to have life-changing conversations, supporting clients into sustainable work.

Case Study 2017: Easy, personal and solved: a digital journey at Shop Direct

See how analytics, insight and agile methodologies have helped Shop Direct treble digital-assisted contact, so that half of all customers now self-serve and inbound calls shrunk 7%.

2021 Innovation & Transformation Awards: Click Mechanic

At Click Mechanic for instance, highly commended by judges, they aim to bring transparency, trust, and convenience to car repairs, identifying a clear gap in the market. This is made possible by an operating model that’s truly joined up, creating a seamless journey that removes effort for both mechanics and customers. Another key ingredient of success is an innovative quote engine, in a simple-to-use app, that brings together data from a variety of sources and uses machine learning to generate simple, fixed-price quotes.

2023 Insight Awards: Automation delivers a step change in customer service at Water Plus

2023 Insight Awards: Automation delivers a step change in customer service at Water Plus
Using robots, the team are simplifying processes for their advisors and their customers. Automating time consuming processes is removing the risk of human error and freeing up time to focus on the customer. This has helped to improve efficiency, reduce complaints and increase customer satisfaction.

2023 Insight Awards: Lauren Magee at North Yorkshire County Council

Lauren Magee has used data to tell stories and bring together colleagues at North Yorkshire County Council to work towards a common goal. Regular collaboration sessions pulled together different skills, knowledge and ideas, to develop a self-service portal and chatbots, driving a channel shift for their customers. 

2023 Quality & Improvement Awards: Combining Traditional QA and Automation drives improvement at William Hill

2023 Quality & Improvement Awards: Combining Traditional QA and Automation drives improvement at William Hill
Automation of high-risk conversations enabled QAs to drive forward the right coaching discussions. This is supporting a culture of player safety. Compliance improved by 20%, freeing up time for QAs to drive forward the right coaching.

Webinar: Challenges encountered running a remote/hybrid workforce in partnership with Calabrio

Watch at your own pace

Join Scott Budding at Calabrio, Kim Baker at L&Q, Leighann Radley at Trainline and Phil Anderson at The Forum for a lively, interactive discussion on;

 - ​​​​​​Top challenges with planning this year and expectations for 2024.
 - Has remote working caused a drop in productivity?
 - Thoughtful approaches to managing and accepting attrition.
 - Future possibilities with AI – what role does it play in planning and forecasting?

Webinar: Ditch the spreadsheets: modernise your front- and back-office planning in partnership with Anaplan

Watch at your own pace

Increasing channel complexity, staffing shortages, growing cost pressure, and the rapid rise of AI are pushing front- and back-office operations – especially contact centres – to their limits. Yet, 80% of contact centres still rely on spreadsheets to manage all or part of their workforce capacity planning. 
Join us for this webinar to find out how to transform decades-old processes and discover how peer organisations are transforming their front- and back-office workforce planning to: 
 - Overcome channel complexity and manual processes to enhance efficiency and the customer experience 
 - Improve forecast accuracy and minimise over- and understaffing 
 - Boost collaboration with finance and HR to ensure your workforce plans align with your strategic goals and business demands 

2025 Innovation of the Year - Brightwell Pensions

Hear from the overall Innovation Award winner Brightwell Pensions.

Focus on the Customer

Hear Margot Vanwynendaele share the award-winning story from Trainline on how a new telephony system allows teams to focus on the customer.

Partnerships

Karl Fletcher, Novuna  brings to life their partnership with Verint around the benefits of a full WEM (Workforce Enterprise) solution.

The Art of Storytelling

Phil Anderson, The Forum leads a brief keynote on “The Art of Storytelling” then a panel discussion where practical examples of understanding the difference you can make, and how to engage and influence others is discussed with some of this year’s judges and finalistsGraham Watson from Capita Regulated Services and Scott Budding from Calabrio.

2025 Best Practice Showcase: Summer Tour Launch: 20 Transformational Innovations Changing the Future of Work

Watch at your own pace

Join us for an inspiring and insightful webinar celebrating the 20 finalists from this year’s Innovation & Transformation awards. Trailblazers who are redefining workforce planning, customer experience, and operational excellence. From AI to culture change, these organisations are proving that bold thinking drives real-world results.

2025 Best Practice Showcase: Partnership Principles

Watch at your own pace

The best partnerships don’t just happen, they are built on trust, shared goals, and a commitment to making things work. Join us to hear a range of inspiring and educational stories from our Partnership Awards which cover a wide range of areas including, chatbots, robot workers, employee engagement platforms and technology stack transformations.

2025 Best Practice Showcase: Rising Stars

Watch at your own pace

In this final session of the 2025 Virtual Best Practice Showcase, we’ll be discussing this year’s Rising Stars – ​​​​​​talented professionals who’ve turned being new into a superpower.

Through these stories we’ll explore how curiosity, rapid learning, and fresh perspective can drive innovation, challenge the status quo, and spark lasting change. From automating processes to reshaping reporting and improving onboarding, these Rising Stars show that bold questions and small actions can create big impact.

This session is a celebration of what happens when new voices lead the way.

Webinar: How Automation and AI Empowers Customer Experience at ALZA with CallMiner

Thursday 4th December, 12pm

Discover how ALZA - the largest e commerce company in the Czech Republic, Slovakia, and Hungary - uses CallMiner’s OmniAgent to automate customer interactions and improve customer experience. In this session, Lenka Bartizalová will share real examples of how automation and AI help ALZA respond faster, reduce workload for agents, and deliver better service for millions of customers.

This session you will :
 - Gain insights into measurable CX improvements, such as faster resolution, higher customer satisfaction, and reduced operational bottlenecks
 - Understand how intelligent automation frees agents to focus on delivering better, more personalised experiences
 - Discover practical strategies for using automation and AI to scale customer experience to meet growing demands

Sabio's Vendor Spotlight Series - Transform Workforce Planning with Amazon FCS

Wednesday 25th February, 12:00

Join Sabio for a concise, insight-packed webinar on how Amazon Connect Forecasting, Capacity & Scheduling (FCS) is transforming contact-centre planning. Built on Amazon Web Services, FCS uses AI-driven forecasting, intelligent scheduling, and real-time intraday management to help organisations plan with confidence, adapt faster, and improve both service and employee experience.

Webinar: See the WFM AI Assistant in Action in partnership with Sabio

Tuesday 21st April 2026, 12:00

WFM AI Assistant: Real-Time Intelligence for Smarter Workforce Decisions
Spot problems early. Understand the cause. Fix them immediately.
Managing workforce performance in real time has never been more complex. Volumes spike unexpectedly, AHT drifts, shrinkage creeps up — and by the time daily reports arrive, the damage is already done. The Sabio WFM AI Assistant changes that.

The WFM AI Assistant is a platform-agnostic AI solution that draws real-time data from:
 - Contact centre platforms
 - WFO and analytics platforms
 - HR systems
 - CRM solutions

Webinar: The Manager's New Toolkit: Closing the Action Gap in the AI Era in Partnership with Centrical

Watch at your own pace

Frontline managers have never had more performance data, and never had less time to act on it. Signals are scattered across QA, WFM, LMS, CRM, and a growing stack of dashboards. Now AI agents are joining the workforce as a new layer to oversee, and the gap between performance insight and performance change is widening fast.

This is the action gap. Closing it is the defining challenge facing frontline leaders this year.

Join Ian Chappell, Director of Consulting, EMEA at Centrical, for a practical follow-up to The Forum's Best Practice Showcase. Ian opens with a look at why most platforms are widening the gap rather than closing it, then previews three Centrical capabilities built for the manager's job in a hybrid human-AI workforce.

Virtual Best Practice Showcase – Turning Insight into Decision Systems

Wednesday 5th August, 12:00

Presentations from Award winning stories from Firstsource, eBayOVO Energy and AXA Insurance on how they are Turning Insight into Decision Systems

As a member, you are not on your own but part of a community with others facing many similar challenges. We are here to help you to make a tangible impact in your organisation and show how developing the capability of each specialist professional function is fundamental to your business.

Book for one of our events to experience our exceptional community or get in touch to talk about how we can help you and your teams to be fully effective in adding value to your business. Email advice@theforum.social, call 0333 123 5960 or contact any of The Forum team