Managing the Customer Experience - Virtual

7 October 2024

Drive continual service improvement and embed a truly customer-centric approach to delivering support within your organisation.


Who is this workshop for?

This practical workshop is beneficial for managers, team leaders or individuals involved in or responsible for managing the customer experience and driving customer-centric service improvement. It will also benefit anyone considering or undertaking Service Desk Certification (SDC) accreditation.

It teaches delegates ways to:

  • Explain the strategic importance of the customer experience (CX)
  • Identify CX management activities
  • Define measurable success criteria
  • Analyse customer types
  • Explain the role and importance of different types of feedback
  • Integrate with business relationship management
  • Ensure a continual improvement focus

Attendees are encouraged to bring their own real-world scenarios for discussion.

Want to learn more about CX? Read our CX:Delivering Happiness blog series here>> 

Virtual Course

This is a fully interactive, instructor-led training experience hosted through SDI’s online training portal. Each delegate is provided with all of the resources and workbooks they need plus a collaborative workspace where they can share ideas with fellow delegates.

The live online training is delivered by a specialist SDI trainer who will guide delegates through the easy-to-use virtual training environment making sure every attendee is comfortable with the tools and environment.

About our one day workshops

The short video below explains some of the different one day workshops available, how they came about and why they benefit IT services on a number of levels.

This course is running from 9:00am – 16:30pm BST.

Scroll down to view further info on this particular workshop…

Workshop Outline

This interactive one-day workshop we will cover:


  • The Strategic Impact of the Customer Experience – understand the purpose and objectives of managing the customer experience and the business value it can deliver
  • Measures of Success – consider critical success factors, targets and KPIs that underpin the strategy
  • Defining the customer experience – explore customer segmentation and journey mapping to define the experience for different types of customer
  • Process Integration – understand the relationship between the customer experience and service management processes to ensure they are customer-centric
  • Customer Engagement Methodologies – identify and review the options available for finding out what is really important to your customers
  • Marketing and Communications – consider marketing opportunities for promoting customer feedback channels and publishing the results
  • Planning Engagement Activities – define the objectives, roles, responsibilities, and scheduling of activities to ensure they are coordinated and cohesive
  • Analysing Results – understand how to turn customer feedback into business intelligence in order to identify improvement initiatives
  • Continual Improvement – integrate results with quality assurance and improvement activities, using ongoing feedback to sustain effort and drive successful business outcomes
After the workshop delegates will be able to...
  • Define a Customer Experience(CX) Management programme
  • Map the CX Journey
  • Understand Customer Engagement Activities
  • Derive full value from customer feedback
Practical Workshop Takeaways
  • SDC standards for managing the customer experience
  • Document Templates
  • Analysis exercises to aid planning
  • Advice and guidance from an experienced service and support practitioner
Workshop Details

The day runs from 09:00 – 16:30 with two 15-minute refreshment breaks and a 1 hour lunch break.

Prefer to run this workshop in-house?

This workshop can also be tailored for in-house delivery for focused groups or project teams at your premises or virtually.

Find out more by visiting our bespoke and in-house training page here>>

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