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Microsoft Dynamics
Customer Solution Case Study
Council on Target to Cut Costs and Improve
Customer Service with New Citizen Portal
OverviewCountry or Region: United Kingdom
Industry: Government—Local government
agencies
Customer Profile
London Borough of Newham delivers high-
quality universal public services to around
250,000 people living east of the City of
London close to the principal sites of the
2012 Olympic Games.
Business Situation
The council wanted to improve its services
and encourage more citizens to engage
with the authority through email and the
web rather than in-person at council
offices.
Solution
Microsoft recommended Microsoft
Dynamics CRM 2011 and Microsoft BizTalk
Server 2010, with support from Microsoft
SharePoint Server 2010.
Benefits
Speeds automation of business processes
Helps integration with other council
applications
Imports new workflow solutions Cuts waiting time
Offers staff easy-to-use CRM
―Word of the success of Newham and Havering in
shared services and digital engagement with citizens
is spreading, and discussions with others areongoing.‖
Geoff Connell, Chief Information Officer, London Borough of Newham
As a leader in public sector IT, London Borough of Newham
wanted to improve its service delivery and digital engagement
with citizens, while reducing costs. By sharing services with the
neighbouring local authority of Havering, Newham is
pioneering a transformation in both councils using Microsoft
Dynamics CRM 2011, Microsoft SharePoint Server 2010, and
Microsoft BizTalk Server 2010. Its online portal service, which
is available to every resident, will encourage more people to
conduct transactions online rather than at council offices.
With reusable technology, the platform will contribute to
Newham and Havering’s target of more than £11 million
cashable savings between them, without cutting front-line
services. Potential exists for other authorities—including the
London Borough of Waltham Forest—to join them, furtherimproving efficiency and providing high-quality customer
service.
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SituationLondon Borough of Newham is a unitary
authority led by a directly elected Mayor
serving a population of around 250,000
east of the City of London, in the United
Kingdom (U.K.). High-quality public services
and innovative approaches to their delivery
to citizens are central to Newham Council,
and nowhere are they more evident than in
the IT team under the leadership of Chief
Information Officer Geoff Connell.
In 2011, Newham embarked on a ground- breaking project to share technology and
support services with the neighbouring
London Borough of Havering, which will
result in £11 million of cashable savings for
the two councils. A new team drawn from
both boroughs under the leadership of
Connell will support systems and drive a
programme of standardisation.
Connell says: ―Our first objective is to hit
our cashable savings targets for 2011–12.
The second is to deliver challengingtechnology-driven change programmes in
Newham and Havering—in particular, those
in customer services.‖
Newham and Havering councils—to be
followed by the London Borough of
Waltham Forest, which hopes to join the
consortium later in 2011—have made it a
priority to launch new customer services
technologies for 470,000 residents, making
it easier for them to contact their councils.
With Waltham Forest included, the total
would reach 693,000 people. Connell says:―Critically, these are the same products,
deployed in the same way and sharing
design process, code, and support
arrangements. This could be a first in local
and regional government.‖
The Newham solution for citizen delivery
and digital engagement is considered by
many in government to be a good example
of how to achieve lean government. It
meets the challenge of delivering high-
quality services with fewer resources, given
the U.K.’s tight fiscal policies for local and
regional government.
As part of its strategy, Newham wants to
encourage as many people as possible to
go online following the lead set by the U.K.
Digital Champion Martha Lane Fox. She
argues that as well as delivering better
services for citizens, shifting 30 per cent of
government service delivery contacts to
digital channels has the potential to deliver
gross annual savings of more than £1.3
billion. This rises to £2.2 billion if 50 per
cent of contacts were shifted to digital.
SolutionNewham and Havering are standardising
on Microsoft technology for the desktop.
The new customer access information and
communications technology (ICT), which
went live in Newham in the second quarter
of 2011, is based on Microsoft Dynamics2011. This technology gives the council a
record of everything its customers do with
the authority, and is the first such
implementation of Microsoft Dynamics
CRM 2011 by a U.K. council. It replaces an
in-house developed customer relationship
management (CRM) system called LA CRM,
which was reaching the end of its life cycle.
The other core element of the solution is
SharePoint Server 2010 for the web portal
called My Newham—a single site for
citizens to access all council services. Thethird integrated product is Microsoft
BizTalk Server 2010 for the integration hub
and master data management. This
includes citizen authentication and a citizen
index. The latter shows all services in one
place and matches people up across its
systems.
―Our first objective is to
hit our cashable savings
targets for 2011–12. The
second is to deliver
challenging technology-
driven change
programmes in Newham
and Havering—in
particular, those in
customer services.‖
Geoff Connell, Chief Information Officer,London Borough of Newham
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Also included in the architecture is
MultiVue Identification Server from
Microsoft Gold Certified Partner
VisionWare, for consistency, and sharing
licensing discounts and implementation
skills. Newham took advantage of its
Microsoft Enterprise Agreement for low-
cost volume licensing of the system, which
will have 800 users.
Microsoft Gold Certified Partner 2e2
assisted with customisation of the core
Microsoft Dynamics CRM 2011 product to
make it more suitable for local government.
Lubin Hoque, Client Manager, 2e2, says:
―Our Local and Regional Government
Dynamics CRM Toolkit helps ensure that a
faster delivery timescale is met and
therefore a quicker return on investment is
achieved. It helps customers collaborate by
providing a common approach to
delivering council services. It also has core
elements that drive channel shifting—for
example, encouraging customers to switch
from telephone to email, and increasedself-service.‖
Wherever possible, Microsoft Dynamics
CRM 2011 native features have been used
in the citizen delivery and digital
engagement programme, with all
customisations validated against the
Microsoft Dynamics CRM support model.
Hoque says: ―The toolkit is underpinning
the transition of service delivery from the
back office to customer-facing staff. A
note-worthy improvement we’ve
introduced is 2e2 Search.‖
2e2 designed its search function with the
primary objective of making it quicker and
easier for the 60 agents at the Newham
contact centre—or the 140 staff at its eight
neighbourhood service centres—to
authenticate the identity of citizens. Shane
Mills, Customer Access ICT Programme
Manager, London Borough of Newham,
says: ―Previously, agents found it difficult to
find customers’ details on the system, so
they tended to create duplicates. The four
possible entry points—people, property,
reference, and service—are now all cross-
referenced and it’s easy to find customers
and link enquiries to them.
―As a result, the creation of duplicate
customers, which was previously a major
issue, has been improved by a factor of
100. Staff were creating duplicates at a rate
of around 10 per cent per month in the
existing CRM system. With Microsoft
Dynamics CRM, they’re only creating 0.1
per cent. The improved data quality is a
huge benefit to services across the council."
BenefitsWith Microsoft Dynamics CRM 2011,
Newham Council is achieving
transformation of customer services with an
integrated solution for citizen service
delivery and digital engagement. Its online
portal for every resident of the borough touse will encourage more people to conduct
transactions through email or the web
rather than queuing at council offices. By
reusing solution architectures and sharing
support costs, Newham and its neighbour
Havering are on target to make £11 million
cashable savings, with the prospect of
other authorities joining them. Connell
says: ―Word of the success of Newham and
Havering in shared services and digital
engagement with citizens is spreading, and
discussions with others are ongoing.‖
Channel Shifting Helps Automate
Business Processes and Reduce Costs
The council is starting with its most used
citizen services in initiating greater digital
engagement with residents. These include
service requests for waste bins and
recycling, parking enforcement, and
revenues and benefits.
―Staff were creating
duplicates at a rate of
around 10 per cent per
month in the existing
CRM system. With
Microsoft Dynamics
CRM, they’re only
creating 0.1 per cent.
The improved data
quality is a huge benefit
to services across the
council.‖
Shane Mills, Customer Access ICTProgramme Manager, London Borough
of Newham
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Mills says: ―Channel shifting is about
showing people that it’s much faster to do
things online. There’s less information to
provide because some data is pre-
populated—the site does it for you if you’re
logged on. A major benefit is that citizens
can do their business with the council 24
hours a day, seven days a week, and don’t
have to wait for office opening hours.‖
Channel shifting also saves money for local
authorities. Mills says: ―The cost to the
council of managing a citizen service
transaction is estimated at around £16 to
£18 if a person comes to council offices.
Over the telephone it’s around £4.60, but
over the web or on email it drops to
around £0.60.‖
Technology Integrates with Other Line-
of-Business Applications
Microsoft Dynamics CRM 2011 makes
service delivery more agile through easy
integration with other local authority line-
of-business applications. Its flexibilitymeans that with customisation by 2e2,
there was no need to buy a separate
master data management system. Mills
says: ―It is particularly valuable to have
master data feeds into the CRM system
from the revenues and benefits
department, housing, electoral registration,
and social care.‖
Potential to Reuse Workflow Solutions
from Other Councils
With more than 60 local authorities in the
U.K. using Microsoft Dynamics CRM, thepotential exists for innovative applications
to be moved into the Newham CRM system
at low cost.
Connell’s joint team already offers support
to other authorities, including the London
Borough of Barking and Dagenham’s
business rates unit. Newham applications
can be shared with other authorities, and,
at Havering, 2e2 has replaced the previous
CRM system with Microsoft Dynamics CRM.
Connell says: ―You can see that regional
working is rapidly becoming business as
usual.‖
Search Tool Helps Cut Waiting to a
Tenth of the Time for Citizens
2e2 designed its search tool with the
specific needs of Newham staff in mind.
Mills recalls: ―Whether on the phone or in
person, it often took several minutes for an
agent to identify a citizen correctly because
he or she had to search up to four separate
database fields independently. This process
now takes just a tenth of the time it took
previously, which means queuing time has
halved and service requests are dealt with
more quickly.‖
Users Gain Familiar and Easy-to-Use
Toolset
Given the familiarity of Newham Council
staff with other Microsoft products such as
Microsoft Outlook and Microsoft OfficeCommunicator, the adoption of Microsoft
Dynamics CRM has been relatively
straightforward. 2e2 helped with
knowledge transfer by agreeing design
principles and then working on
collaboration and shadowing where
appropriate. Mills says: ―The familiarisation
process has involved classroom training for
contact centre staff and computer-based
tuition for other employees. By involving
staff in the early stages of the project we’ve
ensured buy-in and rapid user adoption.‖
―A major benefit is that
citizens can do their
business with the
council 24 hours a day,
seven days a week, and
don’t have to wait for
office opening hours.‖
Shane Mills, Customer Access ICTProgramme Manager, London Borough
of Newham
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Microsoft Dynamics Microsoft Dynamics is a line of integrated,
adaptable business management solutions
that enables you and your people to make
business decisions with greater confidence.
Microsoft Dynamics works like familiar
Microsoft software such as Microsoft Office,
which means less of a learning curve for
your people, so they can get up and
running quickly and focus on what’s most
important. And because it is from
Microsoft, it easily works with the
systems that your company already has
implemented. By automating and
streamlining financial, customer
relationship, and supply chain processes,
Microsoft Dynamics brings together
people, processes, and technologies,
increasing the productivity and
effectiveness of your business, and helping
you drive business success.
For more information about Microsoft
Dynamics, go to:
www.microsoft.com/dynamics
For More InformationFor further information about Microsoft
products and services, please visit:
www.microsoft.com/uk
or call 0870 60 10 100*
For hearing impaired customers with a
Minicom, contact: 0870 50 30 400*
*Lines are open 8am–6pm, Monday to
Friday. Please note, numbers prefixed
0870 will be charged at national call
rates. For details of national call rate
charges, please contact your
telecommunications provider.
For more information about 2e2
products and services, call or visit the
website at:
www.2e2.com/index.aspx
For more information about London
Borough of Newham, call or visit the
website at:
www.newham.gov.uk
This case study is for informational purposes only.MICROSOFT MAKES NO WARRANTIES, EXPRESS ORIMPLIED, IN THIS SUMMARY.
Document published August 2011
Software and Services Microsoft Dynamics
− Microsoft Dynamics CRM 2011
Microsoft Server Product Portfolio
− Microsoft BizTalk Server 2010
− Microsoft SharePoint Server 2010