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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Homeserve Speech Analytics Team

Homeserve Speech Analytics Team

HomeServe’s journey with speech analytics since 2015 transformed customer service, blending technology for efficiency and satisfaction. Initially aimed at operational improvements, it evolved with advanced telephony for better service delivery. This shift not only streamlined processes but also enriched customer interactions. Rich joined-up data is linking actions to outcomes and enabling continuous improvement. Their commitment to technological advancement has set new standards in customer care, highlighting the role of technology in enhancing service quality.
Angela Morton at BT Business

Angela Morton at BT Business

In BT’s defence sector, Amanda innovated reporting by transitioning from traditional, static methods to dynamic dashboards, enhancing decision-making for sensitive defence contracts. Facing high-security clearance challenges and the need for meticulous staff retention, her approach uses visual cues to highlight key metrics, significantly improving operational efficiency and strategic planning. This shift towards action-based reporting has been well-received, demonstrating the impact of adaptability and innovation in reporting within the sector.
Mike Connor at Capita Regulated Services

Mike Connor at Capita Regulated Services

Mike’s journey at Capita exemplifies dedication, innovation, and collaborative spirit. Starting in 2014 as a customer service representative, his interest in operational efficiency led to his role as a performance analyst. Skilled in Power Query and Power BI, Mike turned SLA data into actionable insights, enhancing service delivery and customer satisfaction. Overcoming challenges with advanced tools, his work improved operational efficiency and inspired peers towards continuous improvement. A commitment to continuous learning and development is driving organisational success through data-driven decisions.
Ravi Kumar Samala at Firstsource

Ravi Kumar Samala at Firstsource

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.
Steven Hunter at Hiscox

Steven Hunter at Hiscox

At Hiscox, Steven transformed corporate planning by adopting advanced methodologies and improving data management. His benchmarking efforts and use of the Minto Pyramid Principle for communication enhanced strategic operations in the UK. Steven’s initiative underscored the importance of innovation and foresight, driving Hiscox towards operational excellence and sustainable growth. This case highlights the significance of strategic planning and data-driven decision-making in the competitive business landscape.
Chantal Lowson at Macmillan Cancer Support

Chantal Lowson at Macmillan Cancer Support

Chantal’s leadership journey at Macmillan Cancer Support showcases her transformative approach to management. Transitioning from a single Data Analyst Insights team to leading three specialist teams, she exemplifies embracing change, fostering trust, and leveraging technology for organisational improvement. Her strategy prioritises people, performance, and continuous learning, demonstrating the impact of multifunctional teams and data-driven decisions. Chantal’s story is a testament to the power of leadership in navigating challenges and driving substantial business improvements.
Katie Harrison at NFU Mutual Agencies

Katie Harrison at NFU Mutual Agencies

Katie enhances business efficiency by expertly utilising Management Information (MI) to align with stakeholder needs. She champions incremental changes and fosters collaboration between data analysts and operational teams, ensuring MI insights translate into actionable strategies. This approach not only improves decision-making and productivity but also cultivates a culture of continuous improvement. Her leadership exemplifies how insightful, collaborative efforts can lead to significant organisational benefits, demonstrating the critical role of effective MI application in operational success.
Business Systems & Motorway

Business Systems & Motorway

Through partnering with Business Systems to implement Calabrio, Motorway has experienced significant improvements in their WFM and Planning operations. These include substantial improvements to adherence, equivalent to 30 FTE per week, a considerable increase in the efficiency of internal processes such as holiday requests, and the fostering of an overall more positive work environment resulting in greater employee satisfaction and improved customer service. Through innovative problem-solving and dedicated teamwork, they overcame challenges in integrating systems, delivering significant operational improvements and financial benefits. Shared goals and a willingness to “walk in their customers’ shoes” were key elements of this successful partnership – we understand that Neil did get a good price for his car!
Centrical and Ocado

Centrical and Ocado

A cohesive and genuine partnership underpinned the introduction of an employee engagement platform. Both teams worked very closely, even before contracts were exchanged and Ocado became a design partner of Centrical.bThe vision for the launch was to reduce the complexity for leaders, it was important that this was not just another link to follow, another set of data or another system to log in to. During the design partner program, they worked closely to understand the key requirements of Ocado’s QA programme, and how Centrical could support this directly within the platform. QA was not an existing feature, but through their close partnership, this new feature was brought to life and the Centrical system rapidly became a one stop shop for all employee engagement, performance management, rewards and recognition, and quality management, allowing the platform branded internally as ‘Mint’ to become an integral tool to the business.
CMS and Student Loans

CMS and Student Loans

This strong, responsive, and mature partnership has delivered the first ever integration of the OPX back-office system with NICE, and the first integration that NICE has had with a back-office system. Student Loans now has full visibility of staff across the estate, allowing for the dynamic allocation of staff to different roles based on changing needs and operational priorities. Frequent and transparent communication at many levels, and easy access for the SLC team with CMS developers really helped to deliver a solution that meets their customers’ needs. ROI is very impressive, with £925k in year one and savings of up to £3.6m per annum.
Davies & TJX

Davies & TJX

In a strategic collaboration, global retailer TJX and Davies revolutionised employee onboarding, focussing on decentralised training and soft skills. Incorporating digital learning and aligning with cultural values, they achieved a 300% investment return, which included a reduction in the glide path to productivity in the contact centre from 8 weeks to 6 weeks. This partnership not only enhanced employee engagement and customer service for TK Maxx and HomeSense but also established new benchmarks for training excellence, an increase in empathy and rapport with customers with a positive impact oncustomer loyalty.
Davies & Dwr Cymru Welsh Water

Davies & Dwr Cymru Welsh Water

This open and trusting partnership has delivered on the selection and configuration of the best fit interaction analytics platform for Dwr Cymru Welsh Water. Davies, through their Managed Analytics service trained the team and helped them to identify priorities, and scale problems to ensure that they did not try to do too much all at once, and ROI was achieved. A process issue affecting one vulnerable customer was identified, queries revealed the extent of the customer base that could be affected by this flaw, this enabled them to make a change to the process, improving services for their most vulnerable customers. Results include a reduction in verbal complaints of 15%, a reduction in AHT by 35 seconds, and a speed up of the investigation process from 14 days, to just one day.
Iris Clarity & The Royal Borough of Greenwich

Iris Clarity & The Royal Borough of Greenwich

This pioneering partnership teamed up to enhance customer service through improved voice communication. They tackled the common challenge of background noise in contact centres, leading to a significant uplift in call quality and operational effectiveness. Leveraging Iris Clarity’s advanced audio technology, which uses AI for voice isolation, the collaboration has notably elevated customer experience by ensuring clearer communication and increased satisfaction. Beyond solving a practical issue, this partnership demonstrates the impact of technological innovation in setting new benchmarks for empathetic and efficient customer service, with exciting potential for broader applications.
miPerform & Northumbrian Water

miPerform & Northumbrian Water

miPerform and Northumbrian Water have been working in partnership since 2020 to redefine the boundaries of client and technology collaboration. At the heart of this partnership is a joint vision to deliver customer service excellence through empowering agents and enabling self-management, through deployment of an innovative toolset that supports peer-to-peer benchmarking, gamification, transparency, and fairness of reward. The operational background of the team at miPerform has been key to success; they understand what is important, combined with rapid response times, shared goals and an openness to learning and challenge. This is a very successful and embedded partnership.
NICE and BT Group

NICE and BT Group

Driven by a goal to discover whether NICE’s NEVA technology could be used to support scheduling activities, NICE and BT Group worked together as one team to design a solution. By adopting NICE’s NEVA technology, they were able to reduce the number of interdependent systems, remove transactional work, and create new skills and career development opportunities for schedulers to learn robotics. This venture was built on mutual respect, open communication, and shared goals, and created a new use case for NEVA which works for BT Group and which NICE can share with their customers.
QStory & Jet2holidays

QStory & Jet2holidays

A mature and established partnership between QStory and Jet2holidays delivered an extremely successful intraday automation implementation, which has been a great enabler for Jet2holidays homeworking model. Once they had a better visibility of their absence, QStory supported Jet2holidays with the establishment of a centralised absence management function SMART. The QStory policy of retaining 30% of developer time to be available to work on customer requests has been a real enabler for this change, ROI and stakeholder impact has been positive. Jet2holidays are so delighted that QStory were awarded one of their coveted supplier awards.
Sabio & DHL

Sabio & DHL

In a strategic partnership with Sabio, DHL Express UK embarked on transforming its resource planning and employee engagement, addressing staffing inconsistencies and inefficiencies. By overhauling their Workforce Management system, focussing on accuracy, optimisation, and schedule flexibility, they achieved significant improvements in forecast accuracy, resource efficiency, and employee satisfaction. Sabio took time to understand DHL, and their service goals, and worked hard to support and upskill the team at DHL. These efforts led to marked cost savings, showcasing the value of leveraging technology and innovation in the logistics industry.
SVL and Hoover Candy

SVL and Hoover Candy

A consultative approach from SVL identified that Calabrio would provide Hoover Candy with a tool that not only reduced manual processes but also delivered self-service functionality for agents to have more control over their schedules. SVL worked closely with Hoover Candy to plan the roadmap forthe roll out to focus on areas that would get buy in from internal stakeholders early in the process and to resolve technical issues with some of the key interfaces. Open communication and a deep understanding of their clients’ needs has been key to the success of this relationship.
Tambla and Leeds Bradford Airport

Tambla and Leeds Bradford Airport

Collaboration and joint ownership of the plan has been key to the success of the implementation of a WFM solution, tailored to the aviation industry. This has supported LBA’s passenger growth and service delivery expectations and enabled a consolidation and centralisation of their planning and forecasting functions. There is now a clear view of workload and staffing levels, this has enabled data-led decision making to improve operational performance, queues in security have been reduced and SLAs with airlines are being met, all helping the airport to bounce back post pandemic.
Verint & Vitality Health

Verint & Vitality Health

This collaborative and professional partnership has revolutionised back office operations and enhanced customer experiences at Vitality Health. The deployment of Verint Operational Manager has given visibility, streamlined processes, improved data analytics, and facilitated better demand planning. The outcome was not only a substantial increase in operational efficiency but also a significant reduction in customer complaint resolution times, reduced from two months to 72 hours. A strong sense of professionalism and a governance framework has been key to delivering and demonstrating the success of this implementation.
 
The power of effective communication

The power of effective communication

Why do some people, teams and organisations continually struggle with communication? Yet, many global organisations excel in cross-functional collaboration and engagement?
Opening Keynote: Shaping the Future

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.

Technology Showcase: Sabio

Technology Showcase: Sabio

Originally broadcast Monday 13th May, 12:30

Even with the best schedule, things often don't go according to plan! Learn how Sabio's Mission Control can compliment your Genesys Cloud solution to support your real-time management process. We'll take you through delivering on-the-fly skill and routing changes, as well as the upcoming 'Dynamic SLA Routing' feature which automatically reskills, based on SLA performance.

Technology Showcase: Calabrio

Technology Showcase: Calabrio

Originally broadcast on Tuesday 14th May, 12:30

Scott Budding from Calabrio reveals the latest Contact Centre trends. Drawing from real-life examples of award-winning Calabrio customers, Scott will showcase CX best practices. 

Technology Showcase: Business Systems

Technology Showcase: Business Systems

Originally broadcast on Tuesday 14th May, 13:15

In this session, Business Systems is joined by Zen Internet to discuss Zen’s Workforce Engagement Management transformation journey and how the business has improved employee engagement, customer experience, efficiencies and time savings through the right partnership and Workforce Management solution. 

Technology Showcase: Verint

Technology Showcase: Verint

Originally broadcast on Wednesday 15th May, 12:30

It's tough out there in the CX space - customer demands are growing faster than your budget and resources, but you still need to deliver the level of service they expect. To keep up with demand, organisations are turning to AI and CX Automation, and enjoying unrivalled CX potential that delivers enterprise-wide benefits. Hear from our partners Verint as they share new ideas. 

Endnote: Shaping the future: supporting your best next actions

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. 

Partner Article: Calabrio Introduces AI-Driven Bot Analytics to Enhance Quality Management

Partner Article: Calabrio Introduces AI-Driven Bot Analytics to Enhance Quality Management

Calabrio, the workforce performance company, announced its new suite of Bot Analytics tools for Quality Management (QM). Bot Analytics gives contact centres more performance data and insights to streamline and enhance the user experience.  

Calabrio’s Bot Analytics helps monitor and improve the performance and quality of chatbots and voicebots; organising all transcript conversations into topics, simplifying the review process, and making it easier to address issues efficiently.  

Operational readiness: managing volatility

Operational readiness: managing volatility

Those of you who have seen any of our content around forecasting from the past year will have heard this phrase. The role of any planning or improvement team is to make sure we are ready and prepared. In this article we will be exploring the concept of operational readiness. How do we know, if we are ready for the future.
Beware of Bias

Beware of Bias

Bias influences every decision we make, every piece of analysis we do and every conversation we have. And if you are reading this and thinking “not me” then this is an example of the objectivity illusion. This is a tendency for people to believe that they are more objective and less biased than others. 
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