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: Harnessing AI & Automation For Seamless Customer Journeys in partnership with Sabio

Hosted on 18th February 2021

Harnessing AI and automation for your customer journeys can do wonders. But how? Join us as we cover how you can fully harvest the ROI of technology: delivering better service and improving your operational efficiency. 18th February 2021 12.00.

According to Business Insider, everyone’s ‘freaking out’ about AI stealing jobs, while – according to new research – 46% of UK respondents actually still have no idea what AI is all about.

Harnessing AI and automation for your customer journeys can do wonders, offering a customer facing service 24/7, helping agents deliver a better service and improving operational efficiency. But in order to fully harvest the ROI of technology, companies must take the right approach, following a few simple steps.
Join Phil Anderson, Director at The Forum and Stu Dorman from Sabio as we highlight opportunities for automation and AI along the entire customer service journey. We will discuss the common pitfalls to avoid and some practical steps to identify their right place and role.

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 Series 3 - Understanding our customer

26th October 2021, 12pm

Understanding our customer. Historical seasonality and demand profiles have changed making forecasting harder than ever. How can we identify short-term changes to long-term trends? 
 - 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: The Changing Interdependencies within Contact Centre Stakeholders with NICE Systems

Hosted 3rd February 2022

Customer + Colleague + Corporate - The Changing Interdependencies within Contact Centre Stakeholders

Customer + Colleague + Corporate: Over time, each of these constituent parts of the contact centre ecosystem have traded focus. We are now in an age where colleagues and staff are seen as the key component to success. The "Great Resignation" is being driven by a highly competitive job market, with organisations competing for staff. What can contact centre managers to do combat this?

 - Drive up employee engagement
 - Offer effective development plans for staff
 - Understand and map out the Employee Journey
 - New definition of Hybrid Working
 - What role does WFM play?

Webinar: More than the Great Resignation in partnership with Davies

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The continued challenge of recruitment and retention is nothing new for the contact centre industry, with increasing levels of staff turnover and the challenge of retaining knowledge. The potential impact on costs, service and customer experience are clear – but what are the underlying reasons for this and what should organisations be doing to tackle this problem head on?
 
A broad range of initiatives are being adopted, some of which previously may have been restricted to start-up and high-tech organisations. Unfortunately, there isn’t a “one size fits all” silver bullet and the broadening chase for talent means that a range of dimensions needs to be continually reviewed and addressed.

Join Philip Michell, Consulting Director at Davies on the 08 September for The Forum’s webinar, as he reveals insights into the issues and explores the underlying reasons why the “Great Resignation” is impacting contact centre teams disproportionately, and what employers should be doing to address these reasons to return to stability.

Learning from the 2022 Finalists

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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:‘3 is the magic number’ Top tips for improving your Quality Assurance programme in partnership with BPA Quality

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BPA Quality share their Top 3 tips for improving your Quality Assurance programme.  Hear from BPA’s Pete Dunn & Martin Teasdale as they join The Forum’s Chris Rainsforth to discuss three critical ways that will deliver immeasurable improvement to your QA Process. This interactive session will give you new thinking and approaches that you can apply in your organisation today!

Webinar: What is happening with Contact Centre Employee Performance? In partnership with Centrical

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In these uncertain times, employee engagement is crucial. Hiring is becoming difficult and the cost of turnover is growing. How are contact centre leaders dealing with engaging their workforce? Chris Rainsforth and Ian Chappell will discuss the Centrical report “The Reality of Contact Centre Employee Performance” (based on the responses of 241 contact centre leaders).
 
To grow employee engagement, 64.7% of respondents plan to increase compensation and benefits, with scheduling flexibility (54.8%) and improving manager communications (56.4%) identified as key focus areas.
 
Uncover insights and advice on what industry leaders plan to do to ensure their employees are engaged and performing well:
 - Tracking and improving employee engagement
 - Key focus areas to enhance the employee experience
 - Top worker management priorities in the contact centre
 

Webinar: What are brand guardians and why are they important? In partnership with Calabrio

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The vast majority of consumers (97%) and contact centre managers (98%) agree that customer service interactions have an impact on customer loyalty.  Today, improving the customer experience (CX) is top of the business agenda and the role of contact centres is transforming – with agents starring as brand guardians. Train agents, and treat them well so they become your greatest assets with the power to influence the overall perception of your organisation, enhance customer loyalty and boost profits.  

Join us for an interactive discussion as we explore the importance of brand guardianship. Pick up a few tips and techniques: 

- How do you build a culture of brand guardianship?
- What qualities make a good brand guardian?
- What can managers do to recruit and nurture their brand saviours?

Sharing the latest research from across the UK, US, DACH, and Nordics, Ed Creasey from Calabrio will look at how agent stress, omnichannel assumptions, and data silos are just some of the factors eroding the brand experience and what you can do today to change that.

Webinar: Focus on what matters most

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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

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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

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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

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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: Supporting Vulnerable Customers. How UK Power Networks delivers outstanding, inclusive services in partnership with Calabrio

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Vulnerable customers are at greater risk of harm due to financial, health or capability constraints. It is vital organisations understand how to identify vulnerable customers and tailor their services to provide additional support. 

Join Shaunna Wilson at Business Systems, Scott Budding at Calabrio, and Jamie Airey at UK Power Networks to understand how UK Power Networks became leaders in their field in terms of supporting vulnerable customers. Discover how their use of technology, agent training and collaborative working helps lead to positive customer and business outcomes across all channels. 

 - Defining vulnerability and addressing the common challenges
 - Strategies for training and supporting contact centre advisors
 - Advice on innovative solutions and best practices for contact centre operations to build trust, loyalty and effective communication.
 - Q&A 

Free Webinar - NPS surveys are dead. What next? with Evaluagent

19th June 2024, 12:00

Post-interaction surveys have never been all that reliable – but with no satisfactory alternative, contact center leaders have had nowhere else to turn.
 
Until now.
 
Just because the survey is dead it doesn’t mean NPS has to be… AI is changing up contact center processes in unprecedented ways. From auto-scoring to coaching tips, it has the capacity to completely change the end-to-end QA process. A big part of this is shaping the future of customer insight.

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.

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

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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: Knowledge Management & Learning

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Real change happens when people come together with a shared purpose, to identify gaps, seize opportunities, and deliver on customer and employee expectations.
Since the year 2000, we've seen organisations develop smarter performance assessments, targeted development strategies, and Knowledge bases that don’t just store information, they spark transformation.

2025 Best Practice Showcase: Partnership Principles

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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

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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

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 – Quality & Operational Improvement

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Hear from Award winners Worldpay on reshaping their Back Office Quality with AI as well as improving Knowledge Management & how HGS rolled out a new learning programme that is set to become the global blueprint for a unified training standard.

Virtual Best Practice Showcase - Continuous Improvement & Effective Change

Tuesday 28th July, 12:00

Hear from OVO Energy & LNER as they talk about Continuous Improvement & Effective Change. They will discuss how to stop burn out, how to bring the whole centre along with the change and how to prioritise projects and show the benefits from each change.

Virtual Best Practice Showcase – Vulnerable Customers

Tuesday 25th August, 12:00

Hear from three winners - OVO Energy, Novuna and National Support Network x NatWest as they talk about the work they have done to identify vulnerable customers and support the advisors to ensure the best care for all.

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.