L&G Planning Team Awards Case Study 2021

At Legal & General, an agile, cross-skilled tactical planning team have built confidence and trust, as a centre of expertise that has already grown from 4 to 10 internal clients. This year, MI automation has been a focus, to create capacity and agility, while further deepening their knowledge of each operational area.

Categories: Library, Awards Case Studies

Dean Hurrell, LV= Insurance Analyst of the Year Awards Case Study 2021

At LV= Planning Analyst Dean Hurrell takes time to understand the business, going over and above his role as an analyst in managing the plan and create a seamless link between short and long-term planning. He has invested his time to learn, both with teams to discover their needs, and in understanding budgets, to bring this context into his planning.

Categories: Library, Awards Case Studies

Gavin Rogerson, Homegroup Planning Manager Awards Case Study 2021

Gavin Rogerson, Planning Manager at Home Group, took the initiative even before Covid was declared a pandemic to review the company BCP. This meant they were ready to move to home working and his team were key in making this happen. A focus on the digital offering has cut incoming calls and fortnightly one-to-ones were introduced, rather than monthly, to keep a focus on wellbeing.

Categories: Library, Awards Case Studies

Juliet Jetson Planning Manager Awards Case Study 2021

At Legal and General, Juliet Jetson heads up the workflow team, delivering at pace their successful operating model into new areas of the business. Key to success for her is using individual’s distinct skills within the team, developing people and engaging stakeholders on how to get the most out of their data.

Categories: Library, Awards Case Studies

Tim Milburn Planning Manager Awards Case Study 2021

Tim Milburn, manager at Emovis, left single handed during furlough, took the opportunity to greatly develop the way planning operates, with work on holiday requests, shift reviews seeing rising engagement scores and great feedback from staff.

Categories: Library, Awards Case Studies

Dan Lowrie, NEAS Planning Manager Awards Case Study 2021

Dan Lowrie, Planning Manager at North East Ambulance Service has raised the profile of planning immensely within the Trust and they are now seen as an integral part of any update or change. With a strong focus on wellbeing, he has given his team opportunities for development and learning, as well as dedicating time to his own development.

Categories: Library, Awards Case Studies

Open University Planning Teams Awards Case Study 2021

The team at The Open University were highly commended for how they raised their profile through the pandemic, introducing new ideas like Skype Walkers or personal emergency time off. They kept focus on delivering student registrations, which reached record levels this year. Myriad scenarios were modelled for changes in opening hours, contact channels and cross-training in both front and back office work.

Categories: Library, Awards Case Studies

Lloyds Banking Group Awards Case Study 2021

At Lloyds Banking Group, planning principles have been deployed into the branch network to start transforming working practices, a capability which has been central to the branch network in this pandemic.

Categories: Library, Awards Case Studies

Technology Showcase: Sabio

Originally broadcast Tuesday 27th April. 2021, 13:15

AI & Automation Following on from Sabio’s session earlier in the day, Stu Dorman, Chief Innovation Officer at Sabio will showcase the use of AI, Automation and Intent Capture and Analysis in more detail and explore how and why these are so rapidly evolving. Join us to learn how different approaches fit together in organisations that are making best use of these technologies.

Technology Showcase: Intradiem

Originally broadcast Tuesday 27th April. 2021, 12:30

How to support your agents better in remote operations by optimising the delivery of coaching and training Want to find out how to support your agents better in remote operations by optimising the delivery of coaching and training? Hear how real time planning & operations teams at British Gas delivered this with the help of Intradiem’s award winning Intelligent Automation Technology solution. Join a panel of business leaders facilitated by Matt Rumins (Head of Customer Success) to discuss the engagement & effectiveness improvements and tangible results that leading organisations are experiencing with Intelligent Automation.

Member Resources & Library

Categories