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.

Webinar: Trade secrets every planner should know about WFM reporting & analysis in partnership with injixo

27th May 2021, 17:00

Each time round the WFM cycle, high-performing planners analyse and report on what went right and what went wrong. The goal is that with each iteration, the forecast becomes more accurate, the staffing requirement includes the right shrinkage, the schedule efficiency is higher, the agent adherence is better, and so on. Continuous improvement is the name of the game.

Just as with every other part of the WFM cycle, there’s a right way and a wrong way to go about reporting & analysis. What’s more, since late 2019 we’ve all been bombarded with numbers and charts in the daily news. Now everybody thinks they are statisticians. Join Ian Robertson of The Forum and Simon Waldron of InVision as they reveal some hot tips that work in 2021 and beyond. If you want to take your reporting & analysis to the next level, this webinar is a must-attend.

In this webinar, you will learn:
 - The most important KPIs
 - How to choose the right level of detail
 - The dos and don’ts of data visualization
 - About telling a story with your data
 - How to use your data to drive change
 

Webinar: 2021 and beyond – how can we use data to help us plan as our working world continues to evolve? in partnership with Calabrio

Watch at you own pace

The global pandemic has accelerated the shift of consumers away from traditional channels to a digital world where the vast majority of customer service staff are more remote than ever before.

At the same time, Data, Analytics, AI and ML capabilities are all accelerating rapidly – and each can bring a wealth of advantages which help organisations with their planning.

But sometimes, it can be a challenge simply to keep up with all of the various developments and changes.
 
The good news for all of us as humans beings is that many companies are placing great importance on both customer experience and employee wellbeing.
As digital transformation takes hold at pace, organisations continue to demonstrate that they care.
 
With all this change, two things have remained constant: the importance of good quality planning and the need to be agile and respond to changes rapidly.
 
In this webinar, you will learn:
 - How consumer channel selection is rapidly evolving
 - Some developing data and analytics capabilities which could help your planning
 - Some agility techniques to help you be more prepared for continued uncertainty
 

Planning For Covid Series 3: What are the top challenges organisations face right now?

Hosted by Phil Anderson

The Planning for Covid-19 series 3 will again share real-life examples of the challenges along with practical ideas to limit the impact and even prevent these from happening.
 - Understand the current top challenges from across the industry.
 - Hear how different organisations are approaching these with new and innovating ideas.

Planning for Covid-19 Series 3: Part 3, shaping the future

Hosted by Phil Anderson

There feels to be an endless list of challenges, from high attrition, unpredictable customer demand and pressure to deliver against old targets, so how can we lift our heads out of the detail and think strategically? This live webinar will look at practical ways of keeping one eye on today, with another on the future, helping you to gain confidence with your forecasting as you shape the future.
 - Understand the top challenges and practical ideas to manage these better.
 - Learn engagement techniques to drive understanding and learning.
 - Hear the latest thought leadership from across the industry

Webinar: Enabling your business to deliver workforce agility with Anaplan

Hosted 27th January 2022

The ability to attract and retain qualified talent remains a top concern for most business leaders and executives, but these challenges have been compounded by the pandemic, causing shifts in the workplace, people moving between and out of jobs, and rising salaries and wages.

Join our webinar to discover the best way to eliminate siloed planning and foster real-time collaboration across your business functions. Phil Anderson and Anaplan Vice President, HR Practice Rupert Bader will discuss how you can:  

 - Save time and costs by eliminating cumbersome spreadsheets
 - Bring transparency to your workforce and manage key metrics for talent costs
 - Create a comprehensive, up-to-date digital model of your organisation to streamline workforce planning and increase business impact and resilience
 - Drive engagement and collaboration on talent and budget decisions that are aligned with business strategy and priorities

Talent continues to be one of the biggest risks and costs to many organisations today, with all eyes on HR to effectively utilise data to ensure the workforce aligns with objectives for business growth and success. HR and workforce planning must become dynamic, continuous, and an extension of strategic, operational, and financial plans.

Webinar: Agent Mental Health: How Behavioural Data Science Can Improve Wellbeing in partnership with Sabio

Hosted on 10th February 2022

Phil Anderson, Director at The Forum will be joined by Scott Budding from Sabio and Phoebe Asquith of People Matter to discuss the importance of monitoring and supporting the mental health of contact centre agents.

This session will focus on how psycho-social research has presented new ways for us to surface tailored insights and understand root causes of poor mental health. 

2022 Innovation & Transformation Awards: BT Pensions Live Case Study

Held on 9th June 2022

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.

2022 Innovation & Transformation Awards: FIS Worldpay

Held on 16th June 2022

RADAR: unlocking the value of data to transform the business

A complex, ambitious data transformation has brought diverse data sources into one trusted version of the truth, that is easy to use. This is powering engagement, cutting risk and improving service, right across FIS globally.

Webinar: The behavioural science of turning insights to action in partnership with Sabio

Watch at your own pace

We are not short of data when it comes to managing contact centres. But how do we best translate data into action? What do we really mean by insights? And how do we embed the right behaviours within our teams? Join this session to learn about the power of people data and how to best drive ownership and change within your teams

Learning from the 2022 Finalists

Watch at your own pace

Learning from others is at the centre of our ethos. Each year our members share their stories across Planning, Insight, Quality, Knowledge Management, Partnership and Innovation. Learning how other approach challenges along with the solution they choose, as well as don’t choose helps us to make better decision and less mistakes. This webinar will:
 - Showcase the winners from the 2022 Awards and identify key trends and challenges
 - Help you to become more effective in your role
 - Learn how to access over 100 inspiring case studies

Webinar: Focus on what matters most

Watch at your own pace

The true success of any metric lies in the behaviour that it drives, so choose wisely what you report or target, and build a strong foundation of diagnostic measures first. Great performance doesn’t happen by chance. This webinar will:
 - Help you to understand how a metric can serve many purposes
 - How you move away from average and understand variability and change
 - Learn to influence and drive better decisions

Webinar: How to Turn Customer Conversations into Actionable Insight in partnership with talkdesk

Watch at your own pace

Great insights help brands to strengthen their customer experience and adapt to the needs of their customers. Companies need the right tools to capture more data from conversations since these are a great way to gather insights.
 
At this webinar you will learn:
 - The 4 attributes of useful conversational insights
 - How to get the data for conversational insights
 - How AI can analyse conversations at scale

Webinar: KPIs and how they drive the narrative of performance in partnership with NICE

Watch at your own pace

In this session we will look at the relationship between KPIs and how they are influenced by the context that they are measured in. Join Graeme Gabriel, WFO Solutions Consultant from NICE and Phil Anderson Director at The Forum for a lively and interesting discussion touching on;

- KPI Interdependence
- OKR to KPI
- Context is everything
- KPI Matrix

Learning from the 2023 Awards

Watch at your own pace

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.

Webinar: Seasonal agility: Mastering operational readiness with strategic forecasting & flexibility in partnership with Calabrio

Thursday 3rd October, 12pm

Forecasting isn’t just about predicting trends; it’s about preparing your business to thrive in a dynamic environment. As seasonal demand surges approach for many contact centres, operational readiness becomes essential for looking to stay efficient, agile, and adaptable.
 
In this webinar, in partnership with Calabrio and Business Systems, we’ll explore proven strategies for creating forecasts that not only anticipate customer needs but also drive operational alignment and flexible planning. Learn how to build scenario-based plans and deploy agile playbooks that allow your team to respond effectively to fluctuations in demand.

Carl Mills, Planning & Forecasting Specialist from Eurostar, and Jamie Airey from UK Power Networks will be joining Phil Anderson, CEO at The Forum, Scott Budding from Calabrio and Oli Stephens from Business Systems for this interesting and educational session.
 
This session will provide you with the tools to engage key stakeholders, set accurate expectations, and optimise performance, even in the face of volatility.

Webinar: Employee engagement in the Digital Era in partnership with NICE

Watch at your own pace

As the digital revolution continues driving change into the contact centre, and work life balance is vital to employees, its key that technology develops to support this.
 
In this session Graeme and Colin from NiCE will showcase new and exciting WFM features that have been created to support agent and operational flexibility.
 
This will include;

  • Cognitive load schedule optimizer –create schedules that enable agents to remain focused and engaged.
  • Bring your own schedule – BYOS. Ability for agents to customise completely and guarantee a schedule that balances your work and home life in a post COVID environment.
  • Simulation - Simulate how that heightened awareness and concentration level will drive CSAT and productivity.

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 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.

Webinar: 5 Ways to Transform Workforce Planning Using Interaction Analytics in Partnership with Business Systems

Watch at your own pace

What if your contact centre conversations held the key to more informed forecasts, smarter scheduling, and fewer repeat contacts? 
In this insight-packed webinar, Business Systems’ CX Consultants explore 5 powerful ways interaction analytics is reshaping workforce planning in 2025. You’ll hear from WFM and speech analytics experts on how forward-thinking resource planning leaders can harness conversation insight, using it to improve everything from repeat contacts to agent coaching. 

2025 Best Practice Showcase: Partnerships

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 all things WFM and WFO,

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: Aligning People and Planning: Smarter Scheduling for Happier Agents in Partnership with Calabrio

Watch at your own pace

In today’s contact centers, scheduling is no longer just about filling shifts, it’s about empowering people, building flexibility, and creating an environment where agents feel engaged and supported. Because when agents are happier, they deliver a better experience for your customers.

That’s precisely what Lego, The AA, and Macmillan Cancer Support - all proud Calabrio customers - are doing. And now, they’re coming together to share how they’re rethinking forecasting and scheduling to create better outcomes for both their agents and their organizations.

In this session, you’ll hear how these leading brands are tackling some of the biggest challenges in workforce management.

Whether you’re a WFM leader or contact centre manager, you’ll walk away with real-world insights and practical ideas to build a smarter, people-first scheduling strategy that leads to happier agents and stronger results.

Webinar: Unwrapping Contact Centre Insights with Sabio

Thursday 27th November, 12pm

Many organisations using contact centre platforms only realise a fraction of their data’s potential, relying on native dashboards that often lead to siloed insights, limited customisation and manual workarounds to get data into a decision-ready state. Sabio’s Daisy O’Grady and Jim Fleming will discuss how integrating contact centre data into a broader data strategy can unlock faster, more strategic insights, while driving more value from your organisations’ solutions. By enabling BI teams with access to clean, structured data and CX domain expertise, organisations can drive greater value, agility and long-term ownership of their contact centre intelligence.

Webinar: Volatility as the New Normal: Mastering Forecasting, Scheduling & Performance in Modern Call Centres in Partnership with NiCE

Thursday 15th January, 12:00

In today’s dynamic contact centre environment, volatility isn’t an exception—it’s the rule. Fluctuating demand, evolving customer and employee expectations, make traditional planning approaches difficult. This webinar explores why volatility has become the new normal and how organisations can use tools in NICE to mitigate this. 

Join us for an insightful session featuring:

 - Long-Term Forecasting: Techniques to anticipate demand shifts and plan strategically.
 - Intelligent Scheduling: Balancing flexibility and efficiency in a volatile landscape, whilst maintaining Employee Engagement. 
 - Performance Management: Driving engagement and accountability and providing the operation data for identifying tactical and strategic shifts in your business.
 

Virtual Best Practice Showcase – Turning Insight into Decision Systems

Wednesday 5th August, 12:00

Presentations from Award winning stories from Firstsource, eBay, OVO 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.