Project Teal: transforming member services at BT Pensions

A powerful transformation was made possible by new customer journeys and technology. This grew a new culture in the operation, with better, data-led decisions. It’s freed up advisors & team leaders to focus on coaching and quality.

Digital innovation with Power Apps to simplify service fast

Using Microsoft Power Apps and home-grown skills, the team delivered a short term production system at pace, in the back office, to deliver proven efficiencies and service that harness the power of data.

Innovating planning for field operations

The power of planning was released by really engaging stakeholders, and for planners the AI tool, R-Shiny, proved a game-changer. This helps them iterate agile models fast, even with huge layered detail, and integrate to EXCEL.

Planning transformation across the business at Severn Trent Water

A transformation in planning, involved reskilling and restructuring the entire team, into one central location. The team have rapidly gained trust, at all levels, with step changes in the service provided, massive cost efficiencies and an impressive capacity for data and analytics that is enabling data-led decisions and one version of the truth.

Transforming planning for our people and customers

Making working patterns easy to support true work-life balance is the aim of this planning transformation. Using robotics and automation to improve the effectiveness and speed of processes, advisors feel like they are being cared for.

Galvanising transformation across the operation
The opportunity to work differently has galvanised Customer Services, since the pandemic and a new cloud platform, with change across the board, from new channels & hybrid working to recruitment, training, knowledge, planning & MI.

The Forum is always looking for new and inspirational examples of organisations, teams and people raising standards and this year’s awards again demonstrated best-in-class examples of organisation innovation & transformation. This webinar will help you to learn more about the awards programme, including how to access the 68-short-listed finalists stories and hearing from the judges who supported the programme. As a learning organisation our responsibility is to make learning easy for you, and these award case studies provide practical ideas and solutions alongside their inspiring stories.
 
The 2024 Awards submission is open now, so why not get involved? Hear from this years participants on what it is like to be a finalist and what is involved in the process, alongside hearing what its like to be a judge.

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.