2022 Customer Strategy & Planning

Catch up on our previous conferences. Click on the conference 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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Technology Showcase: Anaplan

Technology Showcase: Anaplan

Originally broadcast Monday 28th September 2020, 12:30

Planning for the Workforce of the Future Join Anaplan’s online session to hear how strategic workforce planning can provide much needed agility in the face of digital disruption, financial pressures and turbulent external market factors. During this session we will showcase how to quickly and strategically realign your workforce to shifting skill and resource demands. We will showcase workforce analytics, deploying initiatives to right-size the workforce and reconcile with financial targets, as well as explore capabilities in workforce talent management. Join us to discover how to improve collaboration across thousands of users and how you can realise a 10x return on investment through organisational right-sizing.

Keynote: Digital Acceleration - Planning

Keynote: Digital Acceleration - Planning

Originally broadcast Monday 28th September 2020, 14:00

The Great Digital Acceleration The pandemic has fundamentally changed the way that customers engage with organisations. Digital adoption has leapt forward by a decade and the contact centre is playing catch up. During this session Sabio’s Stu Dorman, will describe how deep integration between the contact centre and digital experiences and the use of the latest generation of AI to support customers and agents can be deployed quickly and scaled to meet the needs of a more digitally savvy customer.

Technology Showcase: Sabio

Technology Showcase: Sabio

Originally broadcast Tuesday 29th September 2020, 12:30

How to deploy Google AI within 30 minutes in your Contact Centre. Sabio demonstrate how advanced AI from Google can be deployed on web, messaging and voice channels starting from scratch to go live within 30 minutes.

Keynote: Digital Acceleration - Insight

Keynote: Digital Acceleration - Insight

Originally broadcast Tuesday 29th September 2020, 14:00

The Great Digital Acceleration The pandemic has fundamentally changed the way that customers engage with organisations. Digital adoption has leapt forward by a decade and the contact centre is playing catch up. During this session Sabio’s Stu Dorman, will describe how deep integration between the contact centre and digital experiences and the use of the latest generation of AI to support customers and agents can be deployed quickly and scaled to meet the needs of a more digitally savvy customer.

Keynote: Planning for Wellbeing

Keynote: Planning for Wellbeing

Originally broadcast Wednesday 30th September 2020, 09:30

If the P in planning stood for People Following an extended period of accelerated change across our industry, Keir will explore some of the advantages to putting our people first in the planning process, potential barriers to success and what would need to change for this to be a reality for every customer-centric business. Keir Greenwood is VP & General Manager Customer Success at Arise.

Technology Showcase: NICE

Technology Showcase: NICE

Originally broadcast Wednesday 30th September 2020, 12:30

Hear how Skipton Building Society is on a journey to develop their planning capabilities by proactively collaborating with NICE across a number of initiatives to drive colleague and customer excellence.

Technology Showcase: Business Systems

Technology Showcase: Business Systems

Originally broadcast Thursday 1st October 2020, 12:30

Inspired People go above and beyond – so how can you inspire your employees to engage with your planning team to drive impressive ROI? Your employees need to work in a positive environment so they can continue to grow, remained inspired and be more productive. So how can WFM help with this?

Technology Showcase: Calabrio

Technology Showcase: Calabrio

Originally broadcast Friday 2nd October 2020, 12:30

The State of the Contact Centre: Embracing the Evolving World of Work Join Ed Creasey, Director of Pre-Sales for Calabrio, as we explore how leading contact centres are turning disruption to their advantage. From the rapid increase in importance of the contact centre, to changes in demands from employees and customers, we will be envisioning the contact centre of the future. Join us to discuss tangible ways to embrace this evolving world of work.

Technology Showcase: The Modular Analytics Company

Technology Showcase: The Modular Analytics Company

Originally broadcast Monday 30th November 2020, 12:30

See how data, technology and empathy can manage the customer experience. TMAC demonstrates real-life examples of  next best action, speech analytics and data-led team coaching working in tandem to drive revenue and create positive experiences for customers and agents alike. 

Technology Showcase: Anaplan

Technology Showcase: Anaplan

Originally broadcast Tuesday 1st December 2020, 12:30

Agile & Reactive Modelling: the key to Modern Planning We must take into account not only future trends but unforeseen events and market conditions. The ability to make good business decisions is completely reliant on a plan that is adaptable and flexible enough to react with resilience and speed. In this session you will see how many scenarios can be created and compared to enable a decision to be made with good principles and alignment to strategy.

Technology Showcase: Aspect

Technology Showcase: Aspect

Originally broadcast Wednesday 2nd December 2020, 12:30

Enabling Flexible Working Practices As organisations embrace flexible working strategies for their contact centre and back office workforce what working practices are going to change and how can technology enable these? Join Aspect Software to understand more.

Technology Showcase: Arise

Technology Showcase: Arise

Originally broadcast Thursday 3rd December 2020, 14:00

When People Do Your Planning Using a ‘live’ demonstration of their award-winning Starmatic scheduling tool, Arise will demonstrate how you could let your People do your Planning, exploring performance gamification, agent preference scheduling, intraday variation and meeting unplanned demand.

Conference Endnote

Conference Endnote

Originally broadcast Friday 4th December 2020, 09:15

Positive habits for a successful career With so much uncertainty in the world, it is important to take control of our conduct, behaviour and attitude. Developing simple positive habits can make a huge impact on how you learn, share ideas and ultimately transform yourself and our career. This endnote presentation will take a look at the role of professionalism, how to build positive habits and an opportunity to hear from members who have transformed themselves during 2020.

Free webinar: Facilitation

Free webinar: Facilitation

Facilitation is a valuable skill for any professional. Learn how you can manage a session so everyone can be share and be heard.

Keynote: Unlocking Opportunities

Keynote: Unlocking Opportunities

Originally broadcast Monday 26th April. 2021, 09:30

Hear from Phil Anderson, Director at The Forum with the conference opening keynote. Understand how disruption can pave the way for new opportunities and how you can become key to unlocking change and development.

Technology Showcase: Anaplan

Technology Showcase: Anaplan

Originally broadcast Monday 26th April. 2021, 12:30

“My supply always meets my demand”. In reality this almost never happens – but how do you bridge the gap between the two? Demand is constant but it is not consistent, nor does it affect every department equally. So how do you optimise your talent pool not only to drive customer satisfaction but maximise your operational efficiency? Come and see how two conflicting constraints on the business can work in harmony by using a Connected Planning platform.  

Technology Showcase: NICE

Technology Showcase: NICE

Originally broadcast Monday 26th April. 2021, 13:15

Fear of missing out? New technological advancements in self scheduling and micro shifting. Planners and Schedulers are under increased pressure to provide hyper flexibility in the scheduling methodology and the general opinion is that micro shifting is too confusing and complex to manage. Life may have changed for all of us; for some, this means the ideal schedule is a couple hours early, a few hours midday and maybe a couple of hours later in the day. 

Technology Showcase: Calabrio

Technology Showcase: Calabrio

Originally broadcast Tuesday 27th April. 2021, 10:30

The Evolving World of Workforce Engagement Management (WEM) in the Cloud: Five Tactics that Help Keep Agents Engaged in a Modern Contact Centre It’s no secret the contact centre is forever changed. Moving to a cloud contact centre can prove valuable with virtually limitless resources; fast, cost-effective scalability to accommodate seasonal changes and sustained growth; and access to new or more robust technology. 

Technology Showcase: Intradiem

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.

Technology Showcase: Sabio

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: Verint

Technology Showcase: Verint

Originally broadcast Wednesday 28th April 2021, 10:30

The Engagement Capacity Gap… and How to Close It: The new research propelling resourcing strategies Discover the latest study on the fast emerging, and critically important Engagement Capacity Gap – the difference between resources available to meet customer demand and the exploding volume of customer interactions and communication channels.

Technology Showcase: Aspect

Technology Showcase: Aspect

Originally broadcast Wednesday 28th April 2021, 13:15

Empowering Your Workforce with Flexibility As contact centres have changed forever understand how technology can deliver the flexibility your workforce craves whilst delivering the service your customers expect. Now is the time to re-examine your WFM technology. Is your workforce management solution: Fit for the new normal? And most importantly, can it do all this in a public cloud environment from 250 to 25,000 advisors?

Keynote: Returning to Work

Keynote: Returning to Work

Originally broadcast Wednesday 28th April 2021, 14:15

The past 12 months have been rocked by disruption; and with lockdown lifting, what are the important factors and considerations you should take into account when planning for your teams to return to the office? Join Chris Haggis, Chief Operating Officer at Sabio as he shares Sabio’s plans and provides his insights into the challenges, research, attitudes, safety protocols, systems/processes and long-term plans you should be thinking about.

Technology Showcase: Sensée

Technology Showcase: Sensée

Originally broadcast Thursday 29th April 2021, 12:30

What Communications & Collaboration systems and processes are needed in Hybrid Working Environments that put all citizens on a level operating field Having problems with absenteeism and engagement? Declining performance and productivity? People isolation and motivation? Is the new world of working making these problems worse?In this session, Steve Mosser will examine today’s burning work-from-home (WFH) and hybrid (home/office) challenges.

Technology Showcase: QStory

Technology Showcase: QStory

Originally broadcast Thursday 29th April 2021, 13:15

Balancing contact centre staffing with demand is tough Discover how Nationwide tackled this challenge along with many others by introducing Intraday automation into their business. Lateness reduction of 75%. 5% improvement in adherence. 1.3% Shrinkage reduction. 15% reduction in manual tasks, allowing the team to be value add Analysts instead

Keynote: Investing in Real-Time

Keynote: Investing in Real-Time

Originally broadcast Thursday 29th April 2021, 14:15

Hear from Jen Lee (Chief Strategy Officer) & Paul Milloy (Forefront Executive Council Chair) at Intradiem on how leading organisations are investing in real time capabilities to optimise customer channels, increasing support for agents and creating improved experiences with less effort by leveraging data and Intelligent Automation to deliver increased optimisation.

Workshop: Tactical Planning

Workshop: Tactical Planning

Originally broadcast Thursday 29th April 2021, 15:15

Tactical Planning: performance expectations in the ‘new normal’ As we move into new ways of working, we will need to look at new ways of managing our people on the day. How are we going to monitor adherence? How are we going to update our playbook to take hybrid or homeworking into account? What factors do we need to take into account

Conference Endnote

Conference Endnote

Originally broadcast Friday 30th April 2021, 09:30

Hear from Phil Anderson, Director at The Forum on moving from Impossible to Inevitable. This endnote will explore different ways to transform as a person, as a team and as an organisation. Take a closer look at key professional skills and hear from a panel of professionals who have all demonstrated how they are key to unlocking opportunities, several of them graduates from our Leadership Assisted Learning Pathway.

Partner Article: Sensée Creates 500 New Work-from-Home Contact Centre Roles

Partner Article: Sensée Creates 500 New Work-from-Home Contact Centre Roles

Sensée, the work-from-home specialist, is creating 500 new permanent and temporary positions to meet the growing demand for homeworking staff.

The vacancies are for Customer Contact Advisors, Team Managers and back office staff to work for new and existing clients. Start dates are immediate.

Moment of Truth – The Forum Community App, live stream exclusive

Moment of Truth – The Forum Community App, live stream exclusive

The moment of truth; critical time for your workforce strategy and hybrid operating model. Strategy is about to become the reality as organisations look to introduce strategic Hybrid operating model at scale post the summer holidays which will have important consequences for the future.

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