2021 National Conference Speakers and Panellists

Case Study 2018: Releasing the potential of planning at Barclays

See how a new end-to-end planning tool has delivered consistency, control and agility whilst freeing up time to transform the role of the planning analyst at Barclaycard.

2024 Innovation & Transformation Awards: Enhancing Efficiency and Engagement across 169 Branches at Bank of Ireland

Bank of Ireland has embarked on a transformative journey aimed at enhancing efficiency, transparency, and employee engagement across its branch network. Through the implementation of new systems and working practices, the bank is not only streamlining operations but also fostering a culture of collaboration and continuous improvement.

2024 Innovation & Transformation Awards: Inspiring Personal and Professional Development at eBay

Learn how eBay are nurturing personal and professional growth within the team, underlining the organisation’s commitment to continuous improvement and talent development. By prioritising personal and professional growth, eBay is poised to unlock the full potential of its workforce, driving sustained success and organisational resilience in the ever-evolving business landscape.

2024 Innovation & Transformation Awards: Firstflex: Collaborative Problem-Solving at Firstsource

Innovation isn’t just about groundbreaking ideas; it’s about promoting a culture where every voice is heard, and every challenge is met with collaborative solutions. Firstflex illustrates how it allows team members to engage in various projects based on their interests. Learn how Firstsource developed their own technology in pursuit of sustainability, underscoring the team’s commitment to fostering innovation from within.

2024 Innovation & Transformation Awards: Firstlink: Transforming Operations at Firstsource

This platform, a brainchild of collaborative efforts between the development team and operational stakeholders, has revolutionised the way business is conducted, ushering in a new era of efficiency, connectivity, and streamlined operations. The adoption of Firstlink has heralded a new dawn for the organisation, propelling it towards greater efficiency, connectivity, and operational excellence.

2024 Innovation & Transformation Awards: Empowering Workforce Through Employee Flexibility at hgs

Creating flexibility and improving work-life-balance is at the heart of this case study. The Planning team have embraced technology to support the  digital first strategy by utilising key features to provide greater flexibility for its people. Empowering people, allowing them to have more control over the working schedules and breaks has also meant removing unnecessary communication and manual tasks, to free the Planning team to add more value.

2024 Innovation & Transformation Awards: Navigating Operational Challenges with Data driven decision-making at Hiscox

A cultural transformation built on visibility and transparency of data and how this is used to drive better decisions. Trust has been built in understanding and using the data to change the decision-making dynamic. Confidence with data has improved the understanding of customer and colleague behaviour. This case study demonstrates the transformative power of data-driven decision-making and strategic evolution in driving operational excellence.

2024 Innovation & Transformation Awards: Driving global standardisation & the power of effective communication at indeed

The integration of the WFM team into operations was hailed as a game changer with tangible value, from strategic support to operational efficiency gains. The transformative power of consistent messaging, stakeholder support, and a clear plan for the future emerged as catalysts for success. By leveraging ‘playbook’ meetings to align resources with forecasted service levels, the team maintained stellar performance amidst challenges.

2024 Innovation & Transformation Awards: Enhancing Operational Efficiency at Leeds Bradford Airport

In a bid to bolster operational efficiency and foster employee engagement, Leeds Bradford Airport undertook a transformative journey built on core planning principles and operational effectiveness. Through candid discussions and strategic foresight, the team navigated challenges and harnessed opportunities, heralding a new era of organisational resilience and employee empowerment.

2024 Innovation & Transformation Awards: Shift Pattern Design Framework at Lloyds Banking Group

Implementing a shift review program in a large organisation comes with its own set of challenges, from negotiating with unions to designing fair shift patterns. Flexibility, effective communication, and a focus on employee satisfaction are key elements in navigating these challenges successfully. By learning from experiences and adapting strategies, Lloyds have demonstrated how to create a shift systems that meets both operational and employee needs effectively.

2024 Innovation & Transformation Awards: Empowering Teams through Innovative Workforce Management at Motorway

The implementation of the workforce management tool exemplifies Motorway’s commitment to innovation and employee empowerment. Through effective communication, strategic planning, and a flexible approach to change, the team successfully navigated through challenges, ultimately enhancing operational efficiency and fostering a work environment conducive to growth and success.

2024 Innovation & Transformation Awards: Operational Excellence at Novuna

Novuna exemplified the importance of effective team integration and operational efficiency in driving organisational success. Through collaborative efforts, transparent communication, and a commitment to continuous improvement, organisations can navigate challenges and seize opportunities in today’s ever-evolving business landscape.

2024 Innovation & Transformation Awards: Business Evolution at OVO Energy

OVO Energy epitomised the intricate balance between innovation and transformation, underscored by the team’s dedication to strategic planning, technological advancement, and people-centric growth. The journey towards staying competitive requires strategic planning, agile processes, and a people-centric approach. This case study provides the essence of this journey, highlighting the challenges, strategies, and future vision of a dynamic team.

2024 Innovation & Transformation Awards: Driving Operational Excellence at TSB

The TSB Planning team have demonstrated the importance of collaboration, skill development, and innovative tools in driving operational excellence within organisations. By creating a culture of open communication, embracing upskilling initiatives, and leveraging data-driven insights, teams can enhance performance, drive innovation, and achieve sustainable growth. This transformation has seen the adoption of Power BI and the transition from using excel spreadsheets to the implementation of a real-time alert system.

2024 Innovation & Transformation Awards: Customer Centricity at Water Plus

Water Plus, a prominent business water retailer, embarked on a journey to streamline their customer service processes through the implementation of a pod way of working. This case study delves into their innovative approach, challenges faced, and the remarkable outcomes achieved. By prioritising customer-centricity and investing in employee development, they have set a benchmark for excellence in the industry, paving the way for sustained growth and customer satisfaction.

2024 Innovation & Transformation Awards: Global Continuous Improvement and Collaboration at Worldpay

The Continuous Improvement Squad have embedded their approach to drive a culture of innovation and empowerment. Collaborating to help solve problems and prioritise improvements. Supporting colleagues with problem-solving workshops to help build their knowledge and confidence to identify new ideas and implement change. This inspiring case study demonstrates how to embed continuous improvement methodology as business as usual.

2024 Planning Awards: Benenden Health Planning Team and Steven Miller Planning Manager

This planning team, led by Steven Miller, defined clear goals, maximised technology, and fostered collaboration, achieving remarkable improvements. Their success extended to reducing attrition, improving offline availability, and gaining influence in IT planning. While transitioning systems, their collaborative efforts showcased their expertise, offering a blueprint for effective resource planning. The planning team consists of only three people, including Steven, which is testament to what they’ve been able to achieve and build upon in a relatively short space of time.

2024 Planning Awards: eBay Real-time Team

eBay’s Real-Time team has revolutionised risk management with its proactive approach and collaborative ethos. Quantifiable results show significant time savings and workload reductions, thanks to retiring outdated processes and implementing informative playbooks. Challenges that once hindered efficient risk management have been eliminated, promoting transparency and trust across the organisation. The team’s resilience in a rapidly evolving landscape has helped drive these improvements.

2024 Planning Awards: Leeds Bradford Airport Planning Team

This team revolutionised operations by adopting data-driven planning, refining stakeholder engagement, and streamlining processes, planning for security operations. Customer satisfaction saw huge improvements following queue times plummeting from 24 to 6.5 minutes and improved communication internally optimised resource planning and reduced errors. They removed inefficiencies, boosted employee satisfaction, and were able to attract high-quality recruits as a result. Through a culture of innovation and collaboration, they set a new standard for excellence in the aviation industry.

2024 Planning Awards: NFU Mutual Planning Team

NFU Mutual’s planning team evolved rapidly from a modest operation to a central strategic pillar within their organisation, overcoming scepticism, significantly increasing the team’s size and scope, and demonstrating the tangible benefits of strategic planning. Key to their success was establishing a strong, data-driven decision-making process, stakeholder engagement, and the ability to demonstrate the practical value of planning initiatives, leading to a broader acceptance and integration of the planning team’s efforts across the organisation

2024 Planning Awards: Wheatley Housing Planning Team

Wheatley Housing Planning Team is committed to enhancing operational efficiency and customer satisfaction through collaboration, automation, and strategic planning. Initiatives included streamlined communication, automating payroll processes, and implementing new telephony and WFM solutions. Challenges such as manual transitions and peak season volumes have been addressed with a focus on long-term strategies and cost efficiency. Process improvements have reduced processing times, while integration supports cohesive operations.

2024 Planning Awards: Mark Lincoln at Aviva

Mark aligned working patterns with demand which led to improved service quality and a 9% increase in queries handled and he was able to recognise nuances between voice and chat scheduling to optimise agent efficiency. By leveraging both experiential knowledge and analytical tools Mark advocates for a blend of instinct and data-driven insights, with an emphasis on the importance of historical data for forecasting.

2024 Planning Awards: Katherine Emerson at BT Group

Katherine’s shift pattern comparison tool has revolutionised shift planning, empowering team leaders and reducing reliance on planning input. Pre-launch, bespoke pattern requests surged at 10% monthly, dropping to a 3% overall reduction. Enhanced collaboration with operations ensured the tool was used to its full potential. The “Try Before you Apply” initiative streamlined recruitment into the planning team, allowing team members to understand what planning do and improving candidate selection.

2024 Planning Awards: Kristie-Leigh Armstrong at BT Group

Kristie-Leigh spearheaded a transformative journey in workforce management, with an  emphasis on communication, collaboration, and employee well-being. Through initiatives like Flexi-breaks, My Day and Uni-flex, she has helped shape a culture of accountability and inclusivity, reducing shrinkage and increasing coverage. Kristie-Leigh’s dedication to personal development and support for colleagues inspires others to embrace change, drive innovation, and prioritise the welfare of their teams.

2024 Planning Awards: Iain McFarlane at DHL

Through streamlined processes and a commitment to continuous improvement, Iain achieved significant savings and operational efficiencies. By fostering a culture of learning and embracing challenges, Iain empowered his team to excel and innovate. He exemplifies the potential for personal growth within the organisation, with a focus on operational excellence and customer satisfaction.

2024 Planning Awards: Zach Haddenham at eBay

Zach’s journey at eBay showcases the transformative impact of curiosity, collaboration, and innovation. From simplifying processes to implementing ground-breaking features, Zach’s proactive approach has not only solved long-standing challenges but also inspired others to embrace learning and teamwork, setting a blueprint for success in today’s dynamic customer operations landscape.

2024 Planning Awards: Mohamed Nasr at emovis

Mohamed led the implementation of the Genesys system at emovis. Through comprehensive testing with a test team and frontline feedback integration, he was able to ensure the necessary adjustments for operational efficiency. Colleague commendations highlighted Mohamed’s strong planning skills and proactive attitude, with his innovative suggestions proving successful. His contributions exemplify a commitment to excellence and continuous improvement.

2024 Planning Awards:Kat McCarron at Hiscox

Kat led initiatives to enhance planning for admin and outbound calling, improving efficiency and customer service. By scheduling dedicated admin time and implementing an outbound booking tool, agents experienced reduced pressure and increased productivity. Collaboration with the operations team streamlined referrals, while understanding underwriters’ workload improved processes and built stronger relationships.

2024 Planning Awards: Michael Ferrera at indeed

Michael champions accessible data presentation, pre-emptive issue identification, and real-time response strategies. His approachability and dedication to learning earn praise from stakeholders, while his collaborative spirit fosters a culture of innovation. Projects include self-scheduling implementation and a shift towards future-focused data analysis. Michael’s efforts not only streamline operations but also cultivate a data-centric culture.

2024 Planning Awards: Stephen Banim at indeed

Stephen implemented innovative forecasting methods, driving efficiency and cost reduction through leveraging data-driven insights. Collaborative solutions, guided by his effective communication style, helped tackle challenges such as integrating new features like chat. Stephen exemplifies the transformative power of experience and strategic thinking, setting a standard for excellence in modern workforce management.

2024 Planning Awards: Cameron Croxon at Motorway

Cameron’s partnership-driven approach to workforce planning at Motorway showcases transformative outcomes. By prioritising collaboration, his team achieved a 13% FTE saving, equating to £1.3 million in savings. Challenges like manual administrative tasks were reduced by 23%. Cameron’s leadership style has an emphasis on delegation, integration, and continuous improvement, driving efficiency and skill development within the workforce.

2024 Planning Awards: Kieran Ridley at Newcastle Building Society

Transitioning from operational backgrounds to strategic planning, Kieran embraced change and innovation while navigating integration challenges. He implemented Workforce Management solutions, streamlined processes, and introduced a centralised bereavement team to enhance service delivery and mitigate risks. With a focus on accuracy and efficiency in forecasting, he demonstrated resilience and adaptability in managing staffing levels and call volumes. Continuous learning and improvement underscore his commitment.

2024 Planning Awards: Lauren Laycock at NFU Mutual

Lauren doubled the complaints department’s headcount, guided by data-driven insights to enhance efficiency. Lauren’s adept stakeholder engagement gained trust and elevated operational performance. Her journey underscores adaptability, collaboration, and a commitment to continuous improvement, resulting in tangible outcomes such as improved service levels and complaint resolution rates.

2024 Planning Awards: Alex Gold at OVO Energy

OVO Energy, under Alex’s leadership, tackled integration challenges, fostering a culture of empowerment and innovation. Alex prioritised team empowerment, laying foundations for strategic decision-making and operational optimisation, with his goal for Shared Services to become ‘The Brain of the Operation’. Assessing teams for skills and mindset alignment, coupled with a focus on recognition and feedback, reinforced a customer-centric approach.

2024 Planning Awards: Sam Collings at OVO Energy

Sam renewed the approach to recruitment and training. With her approach, the blend of weekend and remote workers has enhanced operational efficiency and relieved pressure on agents whilst improving morale. Embracing social media, they maintained service levels and reduced contact volume, achieving a 70% satisfaction rate and a 33% decrease in queries. Sam’s data analytics have driven continuous improvement, enabling personalised service and proactive customer engagement.

2024 Planning Awards: Michelle Adshead at VitalityHealth

Michelle led a pioneering project, promoting work-life balance by empowering employees to choose their shifts. Positive feedback ensued, prompting the implementation of a shift swap feature for enhanced efficiency. Work-life balance scores provided valuable insights, demonstrating the organisation’s commitment to employee well-being. Michelle’s adaptability and vision earned widespread acclaim.

2024 Planning Awards: Kirsty Ritchie at Wheatley Housing

Kirsty has led on optimisation, by removing inefficient tasks to allow more value-add activities like extending the planning window and gaining the benefits like planning for recruitment. Her focus on longer term planning ensures that peak is now well managed and easier for all. Kirsty is well respected and is committed not only to continuous learning & development but also to sharing skills and new learning with her peers.

2024 Improvement & Quality Awards: ACCA Quality Team

The ACCA Quality Team have transformed quality for their teams both domestically and internationally. By adopting a nuanced grading system and decentralised management, they tackled operational and cultural differences head-on. They not only harnessed technology for enhanced data analysis but also improved operational efficiency and integration across geographical locations. The outcome was a marked improvement in customer experience, demonstrating adaptability and innovation in educational quality assurance amidst modern challenges, with a strong emphasis on teamwork.

2024 Improvement & Quality Awards: Benenden Health Be Smart Programme

Benenden Health’s Be Smart programme revolutionises healthcare service delivery by fostering a culture of continuous improvement and member satisfaction. Shifting from centralised change management, it empowers individuals across the organisation through a network of champions, covering 75% of business functions. This initiative has yielded significant results, including £165K savings and a 441% increase in return-on-investment by 2023, demonstrating the effectiveness of embedding a culture of proactive change and engagement across all levels.

2024 Improvement & Quality Awards: Firstsource WFM Academy

Firstsource’s WFM Academy addresses the urgent need for upskilling and reskilling in a tech-evolving corporate world. Through bespoke, technologydriven learning programmes, it aims to bridge the global skill gap, enhancing workforce capabilities. This initiative has successfully uplifted employee skill levels by 16%, demonstrating its effectiveness in aligning with business strategies and fostering a culture of continuous learning. The Academy sets a benchmark in corporate learning, ensuring organisational adaptability and long-term success.

2024 Improvement & Quality Awards: HGS Quality Team

HGS introduced ‘Quality Central’ to revolutionise its quality management across diverse sectors. Facing challenges from manual, siloed processes, the quality team’s deployment of this centralised platform marked a significant shift. Through strategic design, stakeholder engagement, and client-specific implementation, the initiative led to enhanced performance metrics, improved customer satisfaction, and streamlined reporting. This transformation underscores the power of technological integration and strategic planning in optimising organisational efficiency.

2024 Improvement & Quality Awards: The AA CTC Team

The AA significantly improved its service by implementing end-to-end outcomes testing. This approach not only deepened understanding of the customer journey but also heightened regulatory compliance and operational efficiency. Key to success was engaging stakeholders early, fostering collaboration, and driving procedural changes that benefitted both customers and the business. This shift not only enhanced customer experience but also transformed the quality assurance team’s role, promoting a culture of constructive feedback and continuous improvement.

2024 Improvement & Quality Awards: The Open University Knowledge Management Team

The Open University, spearheaded by Liz Vosper, has advanced its knowledge management system, addressing initial challenges such as inadequate web content management skills. Their journey, characterised by innovation, collaboration, and a focus on accessibility, has significantly enhanced system efficiency. Implementing e-learning for content writers and improving accessibility standards, they’ve set a new benchmark in the field, showcasing their commitment to continuous improvement and user-centric design.

2024 Improvement & Quality Awards: Utility Warehouse Operational Change & Improvement and Knowledge Management Teams

Utility Warehouse, a leading UK multi-service provider of energy, telecom, and insurance, embarked on a transformative journey to overhaul its operations. Spearheaded by their Operational Change department, the initiative saw the evolution of their Albert Evolve knowledge platform and the introduction of the Live Interactive Support Agent (LISA). Aimed at enhancing customer service efficiency, this transformation included rebranding, content optimisation, and extensive employee training, resulting in significant time and cost savings, improved platform engagement, and positive feedback from staff.

2024 Improvement & Quality Awards: Water Plus Quality Team

Water Plus, the largest water retailer in the UK, is enhancing customer service and employee growth. Their approach includes comprehensive training, customer engagement, and strategic quality assurance. Initiatives like structured coaching, development programmes, and technology use for self-service have significantly improved customer satisfaction and employee morale. This focus on continuous improvement and strategic quality alignment has led to notable achievements in service delivery and operational efficiency.

2024 Improvement & Quality Awards: Jess Baldock at DAS

In the customer service and QA sector, Jess Baldock’s journey with DAS has become a source of inspiration. Jess embarked on a transformative path, shifting the QA role from policing to nurturing, focussing on relationship-building, approachability, and tailored feedback. Through her innovative strategies, Jess overcame significant hurdles, leading to remarkable improvements in team morale, agent performance, and the overall perception of the QA function. Her story offers valuable lessons for enhancing employee engagement and redefining quality assurance processes.

2024 Improvement & Quality Awards: Alice Fletcher at HGS

Alice spearheaded a transformative quality management initiative at Hindustan Global Solutions (HGS), significantly impacting its extensive global operations. By introducing Quality Central, a system meticulously designed to refine quality management processes, Alice not only streamlined operations but also nurtured a culture of continuous improvement. This strategic move revolutionised performance tracking significantly reduced administrative burdens, and marked a substantial leap towards operational excellence and strategic focus.

2024 Improvement & Quality Awards: Ellie Robinson at Novuna

Ellie’s work at Novuna Consumer Finance exemplifies the transformative effect of centring both customers and colleagues in operational strategies. Her focus on empathetic, customer-centric training has significantly boosted performance, engagement, and service quality. Ellie’s efforts in simplifying processes and enhancing colleague capabilities have led to notable improvements, including reduced response times and increased stakeholder engagement. Her work underscores the value of empathy, strategic communication, and continuous improvement in operational training and development.

2024 Improvement & Quality Awards: Linda Redfearn at Novuna

In an era demanding rapid and accurate information sharing for customer service excellence, Linda’s story shines as a beacon of innovation in knowledge management. Working as a Procedures Specialist, she transformed her organisation’s approach to managing, accessing, and utilising knowledge. With a focus on a user-friendly, centralised knowledge base, her journey from identifying inefficiencies to implementing strategic solutions showcases remarkable improvements in operational efficiency, engagement, and training quality, serving as an inspiring example for others.

2024 Improvement & Quality Awards: Claire Donson at The AA

Claire’s journey at The AA illustrates the impact of resilience, collaboration, and education on driving organisational change. Facing initial challenges in report writing and confidence, her commitment to personal development and stakeholder engagement led to significant improvements. Through tailored communication and workshops, she enhanced cross-departmental relationships and customer outcomes, shifting towards a more inclusive culture. Her story highlights the transformative power of individual efforts in fostering a supportive, collaborative workplace environment.