Initiatives | Summary | Progress in the last six months | Activities planned for the next six months | Measures of Success / Customer Benefit |
CRM Platform implementation | • Consolidation of multiple customer service solutions that are currently made up of a suite of disparate systems into one single system to manage all customer interactions and provide a 360 degree view of the customer | • Connections Go-Live successfully completed. • Knowledge functionality in Salesforce has gone live and all but Connections knowledge articles have now been uploaded. • On-going Application and Maintenance releases to continually enhance processes in the environment. • Migration of customer processes relating to General Enquiries to Salesforce has completed, including a portal for restricted access for our partners delivering for our communities. | • Migration of survey functionality to Salesforce. • Continue to optimise the platform and bring innovative or automated approaches to the functions that we’ve delivered to date. • Decommission obsolete systems no longer required as processes will now be carried out in CRM. | • A single view of all customer interaction across SPEN provides insight and quicker resolution paths for live chats or telephony interactions. • Increased volume of customer enquiries resolved first time. • Reduced volume of enquiries that need more than one person to resolve. |
NAVI & LView | • Creation of a connected network model from our geographical information system (GIS) data to allow flexible analytics to be performed without impacting the daily use or structure of the primary GIS system. | • NAVI power analysis capability development. • Upgraded NAVI infrastructure for performance and exporting, and integration with other tools. • Commenced roll out LView to SPEN field staff. | • Development of a Network Controable Point automation tool • Pilot to integrate LView with AI algorithms designed to provide early warning of potential neutral fault scenarios. • Data Visualisation and Low Voltage (LV) network alarm alerts, measurement data and waveform data. • Data Visualisation from temperature and humidity monitors within substations. | • Faster network analysis for quicker customer responses on new connection quotes. • More accurate and consistent data used for network data analysis. • Significant enhancements to network visibility of our LV connectivity model. • Faster fault finding and customer restorations, leading to reduced power outages. |
ESCOMS Replacement | • Estates, Consents and Management System, which is used to manage and report on land rights and consents. • Needs to be replaced as is approaching technical obsolescence. | • New system built in Salesforce and delivered to ~150 users in the Land and Planning department, along with ~300 users in the wider SPEN business who require access to raise and monitor jobs. | • Enable mobile functionality and roll out for use in the field. • Delivery of enhanced integration with our GIS system. | • Improved ways of working, with significant levels of automation increasing efficiency and ability to prioritise jobs and manage teams and workflows with measured effectiveness. • Centralised, secure and fully supported solution that allows for GDPR transparey, improved data management and enhanced reporting capabilities. |
Graphical Design Tool | • System to improve and automate parts of the process for creating designs for network development and new connections. • The system will have the ability to overlay a customer’s proposed development onto our network maps, visible to all stakeholders. | • Designed Graphical Design Tool (Phase 1 MVP) – which will reduce time taken to complete network drawings, in turn enhancing the overall customer journey. | • Deliver training and up-skilling to all required business areas, included ongoing support model. • Commencement of customisation to integrate key systems including SAP & ADQM. | • Creation of designs will be quicker allowing faster response to customer connection applications. • Consistency of designs provided to customers regardless of geographical location or which SPEN designer. |
Connections Self-Serve implementation | • Online tool that gives customers a view of available capacity on the distribution network and provides an estimated cost for their proposed connection. | • This initiative is currently on hold. It’s imperative we ensure that delivering such a complex on-line proposition meets our customers needs. Further investigation is underway and update to follow on our next Digitilisation Action Plan Update at the end of 2024. | • This initiative is currently on hold. It’s imperative we ensure that delivering such a complex on-line proposition meets our customers needs. Further investigation is underway and update to follow on our next Digitilisation Action Plan Update at the end of 2024. | • Customers can get cost estimate for a connections job online without the need to contact SPEN to understand if this fits within their budget before formally applying. • Ability for customers to see what network capacity is available or where reinforcement would be required to connect to the network. |
Connections Customer Online Journey Enhancements | • Enhance the user experience and web-journey effectiveness for customers progressing Connections. | • Reviewed and revised our Connections web-journey. • Engaged with Customer Panel to gain an understanding of their experiences and perspectives. • Engaged with a user-centric digital design partner, in conjunction with key stakeholders, to design and develop an improved web-journey and customer experience on our website. | • Interrogate web analytics to identify further areas where the user experience would benefit from being enhanced. • Full deployment of redesigned journeys with integration into Customer portal. • Host technical market discovery workshops to understand any further needs for self serve tooling. | • Improved customer application experience with simpler online application process. • Tailored online experience depending on the customer type and type of connection being requested. • Reduction of speculative applications being received by design team Improved BMS. |
Connections Fixed Price Quotes | • Provide an instant Fixed Price quote for customers in applicable connections scenarios. | • Obtained the necessary approvals to initiate an Agile project team to build and implement a fixed price customer journey for APOS connections jobs and other eligible of connection job types. • Designed customer journey and question set, and identified and delivering the build of web journey and back-end solution to determine eligibility and associated quote value. | • Implement the fixed price web journey for eligible customers, and continue to evaluate future opportunities within the connection permutations. | • Up front clarity of costs for eligible customers. • Consistent connection cost provided to eligible customers. • Quicker turnaround of connections designs to facility quicker connection installation. *Reduction in speculative applications allowing our teams to focus on value-add activity. |
Land Rights Digitisation | • Scanning and digitalisation of records relating to SAP and Land GIS, to deliver a digital and integrated solution to manage their workflow. | • Collected 96% of SPM site documentation and scanned 126k documents of which we’ve digitised 121k (as of end May). | • Continued scanning and digitisation records to reach overall 450,000 target. • All SPM documents will be fully digitised in SAP and Esri, and we will complete the digitisation of the majority of SPD documents. | • Quicker turnaround for Land Rights information requests. • Creation of consolidated digital document database. |
Variations & Refunds Improvements | • Improve the connections Variations and Refunds process that is used when a design varies from the original quote and costs. | • Snapshot Reporting now implemented. • Functionality now with our 3rd party software development partner to build workflow and administration solutions. | • Continuation of workflow build by the software factory. • Completion of user acceptance testing. • Promotion of full functionality into production. | • Streamlined and simpler process on occasions where additional costs are required to complete a connections due to unforeseen circumstances. • Quicker turnaround of refunds from when it is identified that a refund is required through to the money being paid into a customer’s bank account. |