2022 Customer Strategy & Planning

Technology Showcase - NICE

Originally broadcast Tuesday 16th May 2023, 13:15

Forecasting and AI working together to drive Accuracy. Join Colin and Graeme from NICE as they will  be demonstrating the role of data and AI in the forecasting process, and how it drives improved accuracy.

Interactive Keynote: One Workforce - The Future of Customer Contact?

Originally broadcast Wednesday 17th May 2023, 12:30

One Workforce. The Future of Customer Contact? Join this fascinating session with Verint as we explore how to engage customers in the right way at the right time by removing role and people silos to increase capacity, flexibility, and agility. 45mins

Shaping the future: get on the front foot when facing change and uncertainty.

We see how operational playbooks prepare us, so we’re poised to take the best actions, not looking back and wondering what has happened.

How do we shape future operating models?

An operating model is like a set of playbooks. You layer down into the detail with a hierarchy of playbooks. You can evolve them step-by-step as your operating strategy requires.
 

Free webinar: Learn from our award-winning customers with Calabrio

Calabrio customers swept The 2023 Forum Awards with 8 shortlisted and 4 wins, including the Department for Education and Hoover Candy who both picked up prestigious Planning awards. Join self-confessed WFO enthusiast and expert, Scott Budding, for a lively discussion on best practice from our award-winning customers, and live demonstration of the top capabilities of Calabrio's solution as voted by our users! 

Are you an employer of choice?

See what contact centre agents are looking for in employers. Filling vacancies used to be easy. Full time? No problem. Temporary staff? Easy. All within 10 miles of the contact centre? Sure. But fast forward to today, and this is no longer the case.

Flexibility, personal choice and the value of time

We need new workforce strategies to drive a change in culture, deliver more flexible ways of working and offer more opportunity for people to learn and progress. Phil Anderson describes how to approach the 8 Key Considerations and use Playbooks to design a new joined-up approach that attracts, motivates and releases the potential of our people.

How to become a true brand guardian

Uncover opportunities to raise customers’ experience of your brand and focus on what matters most. Ed Creasey charts the major new insights from Calabrio’s latest research.

Keynote: The Value of Community

Originally broadcast Monday 9th October, 09:30

In this opening keynote, The Forum team members will discuss the importance of community. They will provide practical advice to help you expand your connections within and beyond your organisation.

Technology Showcase: NICE

Originally broadcast Wednesday 11th October, 12:30

Graeme and Colin will talk about the differences in requirements for delayed response contacts and how NICE WFM is supporting them.

How to unlock value in moving to the cloud

In such a complex technology marketplace, how do we make the right strategic choices? Nigel Medforth uncovers how to set yourself up for success with a customer and user-led IT project, and not the other way around.

Operational Readiness

This video is to accompany the article in the 2024 Best Practice Guide: Shaping the Future

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.