2025 Best Practice Guide
Raising Standards

Learning Academy On-Demand Modules

Over 100 modules of learning form the backbone of our academy, allowing you to focus on what is most relevant and important. Join the courses as online modules for just £65pp (free to anyone on an Assisted Learning Pathway) and pace yourself, with learning modules every month or quarter, to build a development plan for the year that is bespoke to your needs. If you missed the live module you can watch the recording below. If you have interest in a specific category click on the link below any module to see more in that topic.

90% of bad Trustpilot reviews trace back to email, paper, and phone

If you want to see a new way to solve this problem, then this session is for you.

Mat Elliott from Nivo will share lessons from working with over 100 financial services companies to digitise customer facing processes, and dive into case studies with brands like CoOp bank, Barclays, and United Trust Bank, where Verified Identity Messaging has transformed NPS from minus figures to +90 and slashed timescales from weeks to hours.

Learning & Development with The Forum

Originally broadcast Monday 14th October 2024, 13:30

Hear from Chris and Dave, Directors at The Forum as they take you through some of the learning journeys of our members and how our cloud-based Learning Management System is enhancing the learner experience. 

Opening Keynote: How to Learn

Originally broadcast Tuesday 2nd July 09:30

How you can use this week to learn from our members. 

Endnote: Shaping the future: supporting your best next actions

Originally broadcast on Friday 17th May, 12:30.

Rounding off the virtual conference and first stage of this year's best practice programme with inspiration, ideas and clear next steps. This endnote will support your learning, and give you takeaway ideas on how to turn this into an action plan. 

Opening Keynote: Shaping the Future

Originally broadcast Monday 13th May, 09:30

How can we prepare ourselves for whatever happens? How can we think forward and be confident with our best next decisions?

Hear from The Forum’s team of Specialists as they each share their inspiration thoughts on how to Shape the Future.

2024 Data, Analytics & Insight Awards: Ravi Kumar Samala at Firstsource

2024 Data, Analytics & Insight Awards

Firstsource Solutions revolutionised its risk management with a digital-first strategy, under Ravi’s leadership. This case study highlights the transition from expensive, rigid third-party tools to custom digital solutions, enhancing operational risk management and business continuity. Implementing in-house tools like the Operations Health Dashboard significantly cut costs and improved efficiency. This transformation not only saved £170,000 in licence costs over two years but also fostered a robust risk-aware culture, showcasing the impact of digital innovation on organisational resilience and efficiency.

2024 Data, Analytics & Insight Awards: The AA Forecasting Team

2024 Data, Analytics & Insight Awards

The AA’s forecasting team has been pivotal in optimising breakdown services through a predictive model linking weather data to breakdowns, improving resource allocation and response times. Their analysis has driven digital advancements, streamlining operations and enhancing customer interactions by filtering simpler queries online. They also evaluate economic and market trends for strategic planning. This work ensures The AA adapts efficiently to customer needs and maintains leadership in service excellence, highlighting the team’s essential role in operational and strategic decisions.

2024 Data, Analytics & Insight Awards: Three Ireland Insight Team

2024 Data, Analytics & Insight Awards

The ROI insight team at Three Ireland have utilised Microsoft Power Apps to revamp internal processes and enhance workplace culture. This move aimed at ditching outdated communication methods for a more efficient, engaging approach to reporting. The initiative led to improved operational efficiency, higher employee engagement, and significant cost savings. Power Apps helped automate tasks, saving 900 hours annually and fostering a culture of innovation. Future plans include developing an “Everything App” and integrating AI to further advance their digital efforts.

2024 Planning Awards: Sam Collings at OVO Energy

2024 Planning Awards

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: Mark Lincoln at Aviva

2024 Planning Awards

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.
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