2025 Best Practice Guide
Raising Standards

2023 Customer Strategy & Planning (Virtual)

Catch up on our previous conferences. Click on the sessions below to watch the Keynotes, Workshops & Technology Showcases. Full access to these videos is part of your Forum Membership. To access these videos, register or log in by clicking My Account at the top of this page. If you do not have the access you expect please email advice@theforum.social.

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2024 Planning Awards: Zach Haddenham at eBay

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

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

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

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

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

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

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

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

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

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.
Kevin White at VitalityHealth

Kevin White at VitalityHealth

Kevin showcases leadership through strategic team expansion and talent development. Learning from industry best practices, he diversified his team’s experiences, leading to innovative channels like WhatsApp. Internal training and personalised development plans ensure a robust talent pipeline. Kevin encourages individual growth, allowing flexible transitions within the team which stakeholders paid tribute to. Kevin’s commitment to excellence promises a future of continued success and adaptability.
2024 Planning Awards: Michelle Adshead at VitalityHealth

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.
2024 Improvement & Quality Awards: Mel Coley at The AA

2024 Improvement & Quality Awards: Mel Coley at The AA

Mel’s story at The AA is a compelling narrative of strategic improvements and impactful changes in quality assurance. Highlighting empathy and collaboration, her focus on both customer and business outcomes led to notable enhancements in operational efficiency and team morale. Challenging traditional views and fostering continuous improvement, Claire’s customer-centric approach and commitment to team engagement have driven significant operational advancements, embodying a transformative journey in fostering a supportive, quality-driven culture.
2024 Improvement & Quality Awards: Susan Drape-Comyn at The AA

2024 Improvement & Quality Awards: Susan Drape-Comyn at The AA

Sue Drape-Comyn, a quality management innovator, revolutionised her team with coaching, mentoring, and empowerment. Prioritising personal development and team mobility, her approach enhanced organisational efficiency and team performance. This strategy resulted in high engagement scores, low absence rates, and outstanding compliance reviews, showcasing the power of genuine empowerment and succession planning. Sue’s leadership exemplifies how effective management can lead to significant organisational and individual growth.
2024 Improvement & Quality Awards: Alana Pollard at The Open University

2024 Improvement & Quality Awards: Alana Pollard at The Open University

Alana at The Open University led the development of a Knowledge Management System (KMS) training programme, employing a learner-centric approach to overcome the inefficiencies of existing virtual training. Innovating with modular e-learning, interactive simulations, and instructional videos, she made the learning experience more engaging and relevant for content writers. Her work significantly enhanced role relevancy and the application of knowledge, showcasing the power of targeted educational design.
2024 Improvement & Quality Awards: Alexandra Jordan at Zopa

2024 Improvement & Quality Awards: Alexandra Jordan at Zopa

In the digital era, efficient knowledge management is essential for innovation and operational efficiency. Alexandra revolutionised the knowledge system at Zopa with “Zoracle,” a user-friendly hub for guides, videos, and updates, transforming scattered information into an accessible format. This strategic overhaul improved operational efficiency, enhanced employee performance, and fostered a culture of knowledge sharing. Zoracle’s success underscores the vital role of digital tools in organisational change, setting a benchmark in knowledge management.
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