Workforce Scheduling Archives - Page 3 of 6

Working with providers to help your procurement process

Posted on: 2 February 2023

What does a good procurement process look like? Something we often see in the market are knee-jerk reactions. A problem within an organisation has been identified so a tender has gone out to market in a bid to rectify it. Whilst this can work, it pays to have an intimate understanding of what your problem is, how you would like to solve it and the impact the solution will have on your team and the future of your service.

Ultimately, understanding your procurement needs is the first step of your new project.

Once understanding is established, it makes life a lot easier (for you and a provider) when the implementation phase of the project gets underway.

Understanding procurement to understand the project

At CACI, we use our proprietary FUSION project management methodology to underpin every implementation that we deliver to customers. The first phase of this is to shape the project. Working closely with your team, we establish what the project will look like, what your needs are and what success will look like. This is the stage where buy-in needs to be established across your teams, from management to end-user levels.

Having a fundamental understanding of why you’re purchasing a new technology solution makes this stage far more straightforward. It’s very difficult to elaborate on vague concepts and ideas.

Helping your chosen technology provider to help you is half the battle:

What are the long-term, strategic aims of your service?
What areas of practice do you need the technology to assist with?
How will it positively impact your team?
How you will resource the project internally?
What timelines are you aiming to achieve?
How will training be conducted?
How will the system handle departures and new starters?
What do you want the system to look like in five years’ time?

Starting with the why

What do you want and why do you want it? It sounds like such a simple question, but a failure to grasp this point creates major issues over the lifecycle of a project. It makes it difficult to obtain buy-in internally, whilst making it difficult to explain to a provider what you need their technology to achieve for you.

This needs consideration of everyone involved, from those responsible for the procurement through to those who will be working with the technology and service users. Across this spectrum, what does good look like?

This is when knee-jerk reactions can hamper the success of a project, where it is deemed to be important to be implementing a system in response to a situation, rather than considering the value proposition and impact of new software thoroughly. If a decision has been made in haste, without due consideration as to how it will impact end users and service users, then the definition of success will likely deviate from the originally intended definition. They may well feel that the existing solution works well for them, too. Change management is another important consideration from the outset – FUSION change management.

It is also important to understand your existing technology infrastructure. Often we see cases of competing influences within an organisation, whereby a decision is made as to the infrastructure based upon cost and/or convenience for the IT team. Whilst these are undoubtedly important considerations, it can leave organisations relying upon software which doesn’t meet the required outcomes for staff and end users.

Understanding why you need new technology and focussing on those outcomes, before taking a tender to market, helps the lifecycle of the project.

How CACI can help

If you are looking for new solutions, it is worth speaking to providers before entering a formal procurement process. Of course, procurement needs to be conducted along specific guidelines set by your organisation but speaking to providers to gauge an understanding of their technology and how it might benefit your organisation is a good idea.

Furthermore, at CACI we have worked with countless customers on implementation and project management. We developed FUSION based upon the understanding of project delivery accrued over thousands of projects. We can work with you and your team outline how the project would be developed and delivered, outlining each step to help you achieve project buy-in across everyone affected.

Procurement frameworks

The final step, once you’ve understood what the project is and what success will look like, is understanding how you can procure. CACI is listed on several public service procurement frameworks. Going through this route can help to avoid lengthy tenders and legal wrangling over contracts. Talking to providers in advance will help in gathering this knowledge so that once you’re ready to move, the procurement process runs as smoothly as possible.

One workforce and the success of ICSs

Posted on: 31 January 2023

Bringing together healthcare services within an area to the betterment of patient care is the central aim of integrated care systems (ICSs). We’ve explored how technology can support interoperability of services in a previous blog. Here, we’re taking a closer look at the one workforce idea and how it can be implemented and support patient care across an ICS. The workforce, after all, is the frontline of patient care, so ensuring that everyone is scheduled appropriately and efficiently, is competent for the jobs to which they are being assigned, have ongoing training opportunities and that recruitment is working to strengthen the areas that need strengthening, is vital.

Bringing all this understanding together in one place requires the interoperability of systems that we’ve explored previously. Data and information sharing between different facets of the ICS is crucial to meeting so many aspects laid out by ICSs, including the one workforce ideology. It’s impossible to envisage everyone using the same technology system, so the ability for systems to interact with one another, or share data into a central repository, will be essential in understanding the workforce across an entire ICS.

Right people, right place, right time

Shift work is commonplace in the health industry. Effectively rostering people within applicable regulatory guidelines is one part. Understanding shift patterns, who will be where and when, opens opportunities to create insights into work patterns and more effectively deploying staff across an ICS.

For example, the agency versus bank staff debate is never far from the surface, with the added expenditure but increased flexibility of agency staff being utilised to fill gaps. Is there a more efficient way of rostering bank staff to available tasks? Creating insight that drives efficiency in this way will help to reduce expenditure.

Technology will play a fundamental role in this via auto-scheduling and suggestions based upon staff profiles. Auto-scheduling reduces administrative time on assigning staff to tasks, creating efficiency and freeing up administrative time to focus on other areas.

With the aim of sharing staff to fill in short falls elsewhere in an ICS, technology will have to be implemented to support this, otherwise it will be almost impossible to achieve. Checking available resources across an ICS can be done manually, or via spreadsheets, but requires significant resourcing in terms of personnel and time. Implementing effective scheduling software, that supports the aims of the ICS, will be crucial.

Training and integration

Of course, agency staff will always have a role to play, and their integration into their department is crucial to them being effective. Clear management of them and their roles will ensure that they achieve the results required of them.

This also plays into bank staff. What training opportunities are available to them? Career progression within the healthcare industry is outlined in the implementation of ICSs, so understanding the skills, experience and qualifications of staff will help in suggesting training opportunities to them that can help them evolve an advance their careers.

Having a central record of staff, running parallel to scheduling, creates these insights into your workforce. Upskilling from within is often more cost effective and more efficient than recruiting from outside. It also helps to keep your workforce upwardly mobile and motivated.

Operating training courses, too, goes beyond upskilling and retraining to ensuring that mandatory ongoing courses are undertaken by staff where appropriate.

Competency management

This plays into the competency management efforts across an ICS. Whilst similar to training and workforce management, competency management is a specific function which ensures aspects such as mandatory training courses are delivered. It also helps to ensure that appropriately skilled, experienced and qualified staff are undertaking specific tasks.

This is relevant to the deployment of agency staff, too. Do they have the necessary skills to carry out the tasks that you need them to? Against the idea of pooling resources across an ICS, competency management will play an important role in matching skills to vacant tasks.

It is all part of creating a thorough and robust understanding of the workforce across an ICS, which will help create flexibility and efficiency.

Recruitment

Another aspect of the one workforce philosophy is the creation of a pipeline for the future workforce. Recruitment is central to this, with one aim being working more closely with local schools, colleges and universities to engage with young people who might be interested in a career in healthcare.

By creating relationships in this way, ICSs can promote careers within them. Also, there is always a need for ongoing recruitment into senior roles. By having a holistic view of the workforce, understanding recruitment needs is made easier via identifying skills, experience and availability issues. Where these gaps cannot be plugged by sharing staffing resources, outside recruitment is inevitable.

Is this more efficient than relying on agency staff? What are the timescales? What training will new recruits require? How much management time will be diverted to the recruitment process?

By having a bird’s eye view of your entire workforce, making calculated decisions is easier. This then helps to understand and justify the decision to recruit or use agency staff.

Conclusion

Technology will play a central role in implementing the one workforce philosophy. Having oversight of the entire workforce, in one place, from disparate systems will facilitate the traversing of schedules, availability, skills and experience required to drive efficiency. Creating robust rules and auto-scheduling will improve administrative efficiency; having training and competency management processes in place will help with staff retention and progression.

None of this is possible with a manual way of working. If schedules are managed on spreadsheets, it’s impossible to effectively share them with the wider ICS. Gaining valuable and purposeful insights that can help drive efficiency are also incredibly difficult to achieve in a manual way.

Using the technology that works for you is important. Then making the data that you hold useful across an ICS will help to fulfil the aims of the ICS. Can your technology provider(s) do that?

With comprehensive oversight of staff, their skills and experiences, the one workforce aims of the ICS can be met. It’s one thing focussing on improving outcomes for patients, but improving outcomes for staff is just as important, since they will be the ones driving services and care.

We explore the relationship between ICSs and technology comprehensively in our recent white paper. You can download your free copy here.

What can ICSs learn from the pandemic?

Posted on: 24 January 2023

One of the few bright spots of the Covid-19 pandemic was the response we saw from society and its services. The NHS and health services in particular were placed under great strain, having to reconfigure, almost overnight, how vital health services would be maintained, how Covid patients would be treated and how staff would be kept safe. The NHS rose to the challenge, giving cause for optimism around the implementation of integrated care services (ICSs).

ICSs will bring about changes in IT and software infrastructure, namely in the way that services are aligned and data is shared. The aim is to provide a more joined-up patient care experience whilst also equipping each service within an ICS with the information that they need on a patient. This will reduce duplication of work, driving efficiency through the care ecosystem.

As ever, theory and practice can remain divergent from one another, so getting each facet of an ICS to become interoperable with the rest of the services will be a challenge. The pandemic, however, shows that interoperable services can be achieved.

Why is the pandemic relevant?

With society closing down, hospital admissions spiking and other care services suffering from the knock-on affect of the redistribution of professionals and services, health services changed dramatically in a breathlessly short space of time.

PPE had to be provided to frontline workers. Beds had to be made available to Covid patients. Super hospitals were built in London and Birmingham, although thankfully weren’t needed.

Then there was the rapid response of producing a vaccine. That vaccine then needed administering on a basis of vulnerability. The elderly and unwell were vaccinated first, then the rest of society in descending age brackets.

Village halls were turned into testing and vaccination centres. A whole new technological ecosystem had to be created to record the administration of vaccines and note how many cases were being experienced. From testing to vaccines to deployment, the response was immediate and brilliantly executed for the most part. When the chips were down, health services responded.

How can ICSs learn from this?

The rapid redeployment of resources, as well as the creation and implementation of a technology ecosystem to record outcomes was impressive. Health services can respond at short notice to new challenges.

The roll out of ICSs isn’t nearly so dramatic. There is planning and oversight in place, but it will result in changes to the way data is recorded and shared. Change isn’t always something that we embrace, but the sentiment of improving and enhancing the delivery of care services can only be a good thing.

We’ve also seen that the way in which we approach healthcare has changed. Phone and video appointments are now more commonplace, creating efficiency in the process. Vaccines are still being rolled out to combat Covid, a reminder of the pace of change and how it has altered the healthcare landscape.

Change can be embraced and implemented quickly. The pandemic has shown us that. It’s one of the few positives to emerge from the episode.

How can technology help?

Technology is fundamental to how ICSs go about meeting the challenge of creating interoperable services (something we explored in more detail here). The response to handling Covid test results and the roll out of the vaccine required intelligent use of technology to underpin the process. It also kept other services moving, with the switch to video calls and so forth for routine appointments. The upheaval in staff schedules also required a systems response to manage it.

Technology can be sourced and implemented quickly. With the drive to data sharing, other aspects such as data regulations must also be considered, so the main challenge is selecting the right partner for the needs of your services. The needs of each facet of an ICS are bespoke, so a technology solution that fits your requirements is paramount, to ensure that data is utilised your way and that rules are adhered to.

It’s inconceivable that a single technology system would be appropriate across an entire ICS, so selecting the right technology is important. It will, however, need to support the wider aims of the ICS in creating knowledge and information sharing across services.

Conclusion

Technology will be vital to the success of ICSs, as it was to the response to the pandemic and the ongoing vaccine rollout. As we start to emerge from the shadow of the pandemic, there is a cost to be realised by our health services of the necessary response to it.

Many routine appointments and surgeries were delayed and delayed. There is a backlog of tasks that must now be tackled. Out of the frying pan and into the fire? It is certainly a major challenge across health services but far from an insurmountable one.

The aims of ICSs, in creating a joined-up health service which thrives amid mutual knowledge sharing and understanding, will create the necessary efficiencies in process to combat these delays.

There are positive lessons in the healthcare sector to be gleaned from the pandemic. The pooling of resources and talents kept health services afloat at a time of previously unimaginable strain. Putting those lessons and experiences to effective use will stand ICSs in good stead.

We explore how ICSs drive improved patient experiences and outcomes in our latest white paper, Integrated care systems and the role of technology to support patients across the UK. You can download your free copy here.

How interoperability will be vital across ICSs

Posted on: 17 January 2023

The aim of integrated care systems (ICSs) is to bring together the healthcare operations within an area to consolidate and improve the patient experience and outcomes. This, clearly, is a major undertaking, bringing disparate facets of the healthcare industry together in order to improve services. The aim is a simple one; achieving it will require a lot of hard work and common understanding. This blog takes a closer look at how interoperability – of systems, staff and functions – will support ICSs in achieving their intended aims.

The NHS Long Term Plan states that, “ICSs bring together local organisations in a pragmatic and practical way to deliver the ‘triple integration’ of primary and specialist care, physical and mental health services, and health with social care. They will have a key role in working with Local Authorities at ‘place’ level, and through ICSs, commissioners will make shared decisions with providers on population health, service redesign and Long Term Plan implementation.”

In order for ICSs to achieve this, the use of technology within them needs to be well thought out. Whilst it’s not essential that every facet of an ICS is using the same technology provider, it will be essential that the technology they each use is capable of being interoperable with the other systems deployed across the ICS.

What is interoperability?

Starting with the basic question, this is something that NHS England has outlined in its vision of creating more efficient and effective healthcare solutions: “With new models of care emerging and evolving, there is a clear need for more effective information sharing between care settings, organisations and geographies, as well as between professionals and citizens, to optimise patient outcomes and quality of care. This is reliant on the ability of IT systems across health and care to be interoperable with one another and is key to the delivery of the future vision of care in England.”

How can interoperability be achieved?

This is reliant upon the technology ecosystem within an ICS. It is not reliant upon everyone using the same system, rather that everyone is using a system that can be integrated with the other systems being used across an ICS. Most modern systems operate with an application programming interface (API), meaning that they can be configured to send and receive data from other systems according to the specific rules required around data sharing. A basic of example of this is being able to use your Facebook login details to login to other services – your data is shared between Facebook and the other service, meaning that you don’t have to spend time registering and inputting details.

Data can either be sent to a central data repository, to then be appropriately managed by other facets of the ICS, or direct system-to-system integrations can be established. The former provides a central view of all activities, whereas the latter establishes real-time data sharing between two or more entities directly.

It sounds simple in theory, but interoperability is only as good as the technology supporting it.

Siloed data

ICSs aim to break down data siloes. For example, if a patient has visited their GP and the GP surgery has no means of sharing this data with any other point of healthcare provision that the patient might interact with, then that data is useful to that GP surgery and that GP surgery only.

This works to the detriment of the patient’s healthcare experience, since they will have to duplicate their effort in explaining any problems to the next service, whilst that service will have no oversight of the issues faced by the patient. This is an extreme example and doesn’t exist in practice, thankfully, but serves to highlight the issues with data becoming siloed within specific sections of the healthcare service.

Away from frontline NHS services such as GPs and hospitals, however, there are significant hurdles to interoperability across all ICS activities. The National Care Forum (NCF) notes that, “The government aims to have shared care records in place for everyone by 2024. Only 40% of social care providers have fully digitised records and there is no detailed plan to bridge that gap.”

How can the 60% of social care providers that are reliant upon pen, paper and filing cabinets for recording patient activities share this information with other facets of the ICS within which they operate?

Interoperability is only as good as the technology supporting it

This presents a significant issue in achieving interoperability across an ICS. Manual records cannot be shared into a data repository nor directly with another provider. The data in these social care providers is siloed and inaccessible outside of the individual organisation. It is, therefore, unknown to other healthcare providers and hampers progress towards achieving the goals of ICSs.

It’s not all bad news, though. There is an opportunity for social care providers to be guided as to how best to implement technology for both themselves and the wider ICS. It is also possible for them to leverage the technological investment of others.

Budgets are always a hot topic of conversation. With an impending cost of living crisis looming, soaring energy bills and no clear direction coming from government, it is unlikely that social care providers currently operating without technology systems to record patient care and activities will suddenly find the cash down the back of the sofa to fund it.

It’s also unlikely that this will be top of their priority list, especially as “there is no detailed plan to bridge that gap.”

The ability to open up technology systems internally will help. If licences from a system already invested in within an ICS can be made available elsewhere, this will help to not only implement the requisite interoperability, but also to manage costs more efficiently and effectively.

This will then help those facets of an ICS such as social care providers who are not currently utilising technology, and are therefore holding siloed data, to open their data up to the benefit of the ICS. It will also help them in realising efficiencies across their own processes – removing the reliance on manual methods of recording data will facilitate staff being able to focus more of their time on patient care.

Conclusion

Interoperability will open the door to delivering the ‘triple integration’ of primary and specialist care, physical and mental health services, and health with social care. It will be the bedrock of the interaction between them, enabling data to be shared seamlessly for the benefit of the health service and its patients.

There are many health specific technology solutions available to the market, so working with providers that support interoperability is crucial for each facet of an ICS. Understanding how your data can be shared and working with your provider(s) on this will help in meeting the central aims of an ICS.

Most modern solutions will support interoperability, but it’s crucial that they can work and integrate with multiple solutions. It’s inconceivable that every facet of an ICS would be using the same technology solution, so this point is paramount. Working with the technology that’s the best fit for your area of the ICS, whilst at the same time making the data that you generate available to the other areas of the ICS that need it to enhance their services, is the fundamental aim.

We explore the subject of interoperability, as well as a number of other areas where technology will play a fundamental role in the success of ICSs in our recent white paper, Integrated care systems and the role of technology to support patients across the UK. You can download your free copy here.

The importance of change management in project delivery

Posted on: 9 January 2023

People don’t inherently like change. We don’t trust it. We take comfort in the familiar and generally respond well to routine. That’s how we train ourselves. So, when well established processes in our lives are altered, resistance is a natural state of mind. This is something we’ve seen a lot of inside our own company, let alone with customers.

When implementing our Cygnum software with and for customers, change management is one of the key aspects that we focus on at the outset. Forming a guiding principle behind our proprietary FUSION delivery methodology, change management is something that we work closely with our customers on to ensure that those affected by the project – affected by change – have robust, accurate and timely oversight of what it means to them, as well as having people in place that they can talk to.

The role of people in change management

Having a direct line of contact in the form of project sponsors is vital in achieving effective change management. Project sponsors form the public face of the new solution being implemented within your organisation, acting as focal points and keeping lines of communication open at all levels. They will know the project inside out, being vocal about its benefits and explaining to those affected what it means for them.

It is the responsibility of other senior members of the project team to get involved in the change management process, too. People managers must be passionate advocates of the project and its outcomes, being able to convey these to staff impacted by the changes and help them in realising the benefits. A change practitioner helps at every level of the project to facilitate change and enable others within the project to have fair oversight of the changes and what they need to do in order to facilitate them. Then there’s the project manager, who assumes ultimate responsibility for the benefits of the project being realised – it’s crucial that the project manager ensures that communications and training are covered with those who will be impacted by it.

How CACI helps in your change management process

With the benefit of the combined experience of thousands of projects, our team of experts is trained to help every step of the way. As outlined in our FUSION methodology, we work with our customers to create a clear, achievable and structured path to project success. Even within that, however, change is always around the corner!

If things always went as we would like and expect, project management would be the easiest job in the world. But it doesn’t and, alas, it’s not. Having seen a wide variety of situations and circumstances, from the well structured to the less so, we help you to shape the project. This gives us both the best chance of achieving success.

Often there is a disconnect between procurement, management and those who will be utilising the software. Bridging these gaps is the ultimate aim of change management.

By following our FUSION methodology from the outset, we can establish clear outcomes and timelines, thereby helping you to communicate with your relevant teams and colleagues.

Change management underpins project success

The point of all projects is to implement some form of change. If everything was working harmoniously, efficiently and cost effectively, there would be no need to undertake the project in the first place. And no one wants to spend time, money and effort on implementing change unless it will bring about tangible benefits to the organisation.

Getting to the root of this sits at the heart of change management. A clearly defined project, with achievable timelines and outcomes, is far easier to sell to a team than a vague concept of success.

We’ve put together more detail on the change management process in this brochure. It outlines the five key aspects of change, the importance of people and communication throughout a project in order to manage the changes being implemented, how change management is fundamental to project success and an outline of effective change management.

Hopefully this offers some insight into the change management process and how you can consider change management in your next project.

Choosing a technology provider that supports and underpins your business

Posted on: 13 October 2022

Deploying modern technology systems is vital for the growth and prosperity of any modern business. They help to drive efficiency and create transparency, underpinning business growth and operations. Making reporting easy and having a holistic view of your organisation identifies areas of strength and weakness. Deciding on a technology provider, however, is almost the easy part. What happens once the contracts are signed and the technology is implemented?

Post-implementation is the most important step in any relationship. Things change, so keeping pace with that change is vital. There will be staff turnover, new business rules, external pressures and changing targets over time. To meet this challenge, it is vital that your technology can adapt and evolve to suit your changing needs.

A technology partnership

The implementation of a technology solution into your business never really stands still. Once it is adopted, getting the most from your investment is essential. Too often technology is decided on, purchased, implemented and then just left to drift as the initial excitement cedes to apathy. The way to avoid this is to have a longer-term plan that goes beyond just getting the technology live.

How will your teams utilise the technology? What will they gain from it? This is why viewing your technology provider as a partner is so important. Considering how the partnership will play out in future should be part of your roadmap. From implementation to training to ongoing support, it’s a partnership that needs to adapt and evolve over time.

Change is inevitable in any business. Your needs and requirements will shift over time, meaning that your technology infrastructure will need to be agile to your demands. Working with a technology partner that understands your business helps to facilitate the evolution of a solution.

Interoperability

Aspects such as interoperability also need to be considered. A ring fenced or unopen software solution will be unable to work with other systems that you currently use. Perhaps more pertinently, it will be unable to work with other systems that you may wish to use in the future. By working with open architecture solutions, you can get your technology solutions to work with one another to deliver a holistic solution to your requirements.

This has the added element of creating efficiency. Where systems can interact and work together, it reduces manual efforts in aspects such as reporting, since data can be gathered seamlessly from multiple sources.

Again, making a technology provider a partner means that you can develop a future roadmap of implementations with them. They can also provide help and support in developing links between their software and others that you would like to include in your technology ecosystem.

FUSION

A clear roadmap towards success helps both parties and all individuals involved in understanding what they need to input to a project such as implementing new technology. At CACI, we developed our FUSION delivery methodology to help not only your team in successfully delivering a project, but also ours in getting to understand your bespoke needs and how we can deliver a solution tailored to them.

This helps to keeps minds focussed and provide an evidence trail of desired outcomes. Post-implementation, we understand that business needs evolve. It’s therefore vital that we provide ongoing assistance to keep your investment in our technology relevant to deliver a return on it.

Ongoing assistance scheme

As part of our partnership with you, CACI deploys an ongoing assistance scheme (OAS) to book in and guarantee time between our team and yours. This helps to support ongoing development of your deployment of our software. It is also useful for completing ad hoc tasks and can cover knowledge gaps at points such as staff turnover. Our team can step in to fulfil roles, for example setting up and establishing reports, helping to take the strain off certain tasks.

The OAS days work really well for us in our ongoing use and development of Cygnum. It guarantees us time with CACI to focus on enhancing how we utilise the system. The consistency of the support makes it very easy to plan around and our point of contact, Odette, is really knowledgeable on both Cygnum and our operational needs, so it’s something that’s really beneficial for us. Odette feels like an extension of our team within CACI – we have a great relationship and it adds value to how we use Cygnum.” Norfolk First Response, Norfolk County Council

Our OAS days are designed to be flexible in terms of delivery and scope. Being booked in advance, they are offered at a discounted rate. Block booking them upfront also means that the procurement process is negated. When you need support, our team is on hand.

Using OAS days to scope future requirements is a vital step towards our customers continuing to get the most from our technology. In effect, our team members become part of your team, understanding your bespoke requirements and mapping out how we can support them.

Not only does this deliver ongoing customer success with our technology, it also aligns our strategy to yours. With a more intimate knowledge and understanding of how your business works and what your team needs to achieve, CACI can be a proactive partner.

Modern technology sits at the heart of any business. Selecting a technology provider is one thing, understanding how they can partner with you is another. Investing in technology is an expensive process, in terms of price, but also time. Getting the most from that investment will determine the success or otherwise of it. Partnering with the right provider is fundamental to realising the objectives your business needs.

For more info on Cygnum, please visit https://www.caci.co.uk/software/cygnum/

Enabling Advantage Smollan to efficiently deploy field force and deliver industry leading ROI

Posted on: 2 September 2022

Highlights

Field force solution that enables consistency across global markets
Helping deliver industry leading ROI
Frequent updates of the call-file is key
Important part of the tech environment helping to deliver up-to 98% promotional compliance
Consistent coverage of all geographies enabling multi-market projects

About Advantage Smollan

Advantage Smollan helps brands and retailers win at the point of purchase. It is a global provider of outsourced sales and marketing solutions for retailers and consumer goods companies.

The challenge: Create technology support for the core service, which is consistent across markets

Whilst Advantage Smollan was seeing great success with its owned Europe-wide model, many of these companies had brought their own ways of working and legacy technology with them when acquired by the group.

They needed consistency in what they were delivering and measuring across the group, to best leverage the geographical footprint.

The solution: Instrumental part of the technology stack for improving ROI

Working with the Advantage Smollan team, CACI implemented its InSite FieldForce and CallSmart solutions to help optimise sales territories and staffing resources.

The team needed to know when and how to visit stores, plus react quickly to the latest data. CACI processed the data to ensure sales calls were updated overnight and that routes were optimised dynamically, to make sure the Advantage Smollan team were able to visit the stores that had the highest sales potential.

The results: Maximizing promotional compliance

CACI have been able to help Advantage Smollan achieve their ROI targets regularly, enabling the team to do business with customers based on performance and winning business by proving that they can identify the single most efficient way to deploy field force.

Tic Nica, Advantage Smollan’s Head of Customer Technology Europe, commented: “Our use of CACI tools is critical. You can’t do this type of work in a competitive market anywhere in Western Europe without having a tool like this. You are not going to be efficient.”

The benefits: Rollout across European markets

Advantage Smollan is so pleased with CACI’s solutions that it has introduced us to its international partners.

There is a hope to expand the use of CACI solutions across all of the European companies by the end of next year, migrating all markets to the same field sales approach.

By enabling consistency across their global markets, Advantage Smollan can use group-wide KPIs and create benchmarks, which will help them focus on the stores they need to.

Continue reading the full case study

To view the full customer story click here.

To find out more about how we can help your organisation do amazing things with data, please get in touch.

The importance of scheduling prison officers across the UK prison system

Posted on: 15 April 2022

Scheduling in prisons is vital across the entire infrastructure. Scheduling officers to rotas, scheduling inmates to activities and then monitoring and reporting on all activities opens a whole new level of insight. At present, much of the scheduling in the UK prison system is a box ticking exercise based on availability. But what if it could be more than that?

Assigning staff and inmates to jobs and activities is only one side of the coin. The other is data analysis and understanding. Has the best use of an officer’s skills and experience been made? Are prisoners involved in suitable activities? What are the outcomes of the decisions made?

This blog takes a closer look at the benefits of scheduling staff and prisoners across the prison system. How can having a central system, offering a bird’s eye view of the entire network, work to the benefit of the system? How can it underpin an improvement in outcomes for everyone?

Prison officers

Fundamental to the running of any prison are the staff who work there. Understanding the skills and experience of the prison officer workforce is the first step. Having a holistic view of the officers in a single prison, as well as the wider prison network, instantly provides a view of the entire workforce.

Being able to factor in the skills and experience of a prison officer instantly means that schedulers and administrative staff can assign tasks not only quickly, but more appropriately. Randomly assigning officers to tasks within a prison fails to best utilise their skills and experiences. Different prisoner profiles require different approaches. Considering an officer’s preferences when assigning them to jobs is likely to improve morale, too. If an officer has worked closely with certain profiles, e.g. offenders struggling with substance abuse, and has experienced success in that area, it makes sense to utilise those skills and that experience appropriately.

According to statistics from Statista, the number of prison officers working in England and Wales has fallen by 3,000 since 2010. This means that it is crucial that prison officers are appropriately assigned to role. Guesswork leads to mistakes and disillusionment.

It is also an issue which the Ministry of Justice is acutely aware of. In its December 2021 white paper, Prisons Strategy White Paper, the MoJ outlines its intention to boost prison officer numbers by some 5000 by the mid-2020s. Retention is another key aspect of the MoJ’s staffing intentions, to tackle a leaving rate of 11.1% in the year preceding 30 September 2021. “Enhancing professional skills: improved training, supervision and qualifications,” is central to this.

Technology can help. Not only can it instantly match skills and experience to available roles, it can also inform the training needs of the prison guards, thereby enhancing professional skills. Mandatory ongoing training is a prerequisite, but what about expanding training management efforts to open new skills and experiences to the workforce? This has the twin advantages of increasing the skills available across the prison, whilst also offering career enhancing opportunities to staff. A deeper pool of resources across your existing workforce is useful in times of strain, something we’ve seen during the Covid pandemic.

This also ties in with creating a broader understanding of the prison population. The population is transient by nature in certain prisons. Having oversight of the profile of prisoner in the facility enables better provision of resources to their needs. For example, matching prison officers with experience of dealing with and helping inmates with substance addiction.

Prison inmates

As the focus of any prison, understanding the needs of each prisoner helps to improve outcomes for them during their sentence. What makes for a good outcome? Hopefully a successful rehabilitation of the offender. Reoffending costs some £18bn.

Management and scheduling of prison activities is central to their success. The need for demand modelling is also clear. What profile of prisoner is in the prison at a given moment, and what courses and activities are required and how will spaces be allocated? The management of this can be complex. There are staffing resources, rooms and equipment to be factored in. Activities can clash, so what’s the order of priority for a prisoner? Managing waiting lists for activities is another consideration. Then there’s scheduling prisoners, where applicable, to tasks within the prison. You need to consider the jobs they need to carry out, as well as their activities.

All of this requires careful assessment and management. Prison staff resources must be allocated to the necessary background checks and assessments. Then those staff need allocating to the activities as appropriate.

Where this can be further complicated is the need to factor in a prisoner’s attendance at court. Prisoners need to attend their relevant hearings, and, in some cases, they must be escorted to and from court by prison staff. Understanding the impact of having staff off site for such visits must also be factored into the overarching prison schedule.

Prisons must also consider external visitors. From those delivering training courses to lawyers visiting inmates, all activities and their participants need to be carefully monitored and provisioned for. Each prison has its own interpretation of the rules around visits, so a degree of flexibility is required. There is also a need to communicate visiting hours with friends and relatives who wish to visit inmates.

Conclusion

Scheduling within prisons is a complex affair. There are several moving parts and resources can be strained. Having a system in place to provide a holistic view of activities, staff and prisoners can significantly help.

Understanding the skills and experience of your staff, then matching that to the needs and profile of your prisoners can help to drive improved outcomes for all parties. Leaving this to guesswork and random scheduling based solely on availability fails to make the best and most efficient use of available resources.

A central system enables schedulers and administrative staff to instantly account for each scenario. This removes the guesswork from scheduling and auto-matches the supply of staff and their skills and experiences, to the demands of the prison population.

It also facilitates effective reporting on activities, the prison population and demand forecasting going forward. Rather than being reactive to changes and scheduling, it facilitates a proactive outlook based around supply and demand.

Automation of scheduling in certain circumstances also frees up time to focus on planning. In an environment where time is so often at a premium, this can deliver tangible benefits to the training, activities and management of a prison.

The focus, however, is always on outcomes. Improving outcomes for staff and inmates alike results in a more efficient – and more effective – prison.

For more information on how Cygnum can underpin your workforce, planning and training requirements, please visit: https://www.caci.co.uk/software/cygnum/

Effective workforce management – recruitment

Posted on: 7 February 2022

Staff turnover is an inevitability in any business. As is, hopefully, business growth. When a business expands, new recruits are needed to fulfil an expanding list of tasks. Pinpointing the skills and experience required, however, can be a challenge. It can make recruitment difficult for any organisation. So, how can you best tackle recruitment, conducting it seamlessly for the smooth running of your services?

Understanding is the vital ingredient. It’s one thing knowing that you need to bring people in, but it’s a different challenge being able to swiftly pinpoint the skills and experience required to best serve your business needs. Having a bird’s eye view of your entire workforce can help.

Knowledge driving recruitment

If you have a central system that holds all the information on your workforce, it makes the task of understanding the skills, experience and competencies available to you straightforward. You can easily run reports and gain vital insight. In industries such as construction, transport and healthcare, core competencies are vital in delivering frontline services. For example, if you have a low or dwindling number of staff appropriately qualified to administer injections, it gives you an opportunity to react before service delivery is impacted.

Now, this can of course be done internally via training programmes as we touched upon in our previous blog. The same holistic view of training and competencies across your organisation is vital in making informed recruitment decisions, too.

Where staff cannot be upskilled internally, it makes recruitment inevitable. Using a central system can make the task easier for management teams responsible for recruitment, by being able to identify specific skills and experience that are needed across the organisation. Recruitment isn’t just a numbers game and shouldn’t be left to chance.

How long will the recruitment process take?

Another crucial aspect is understanding how long the recruitment process will take. Managers will need to take time out from their usual tasks to conduct interviews; what’s the knock-on effect of this? There’s also a cost implication in terms of not having enough staff available and in terms of the shifting of resources to the recruitment process.

Diverting resources is obviously a big undertaking, so understanding the consequences upon your resources, time and budgets is fundamental. Having a central view of your workforce will again help in this regard, helping to map out your resources and their allocation.

Post recruitment

Once the recruitment phase is completed and you have new staff signed up, what happens next? The first aspect is once again linked to your competency management efforts. If someone says they have certain qualifications, particularly in safety critical environments it is a good idea to check. Evidencing certificates and obtaining references can be completed by the new staff member, with the copies then stored against their record in your system. This means that you will have oversight of their skills, qualifications and experience for the duration of their time with you. This will help your scheduling teams in being able to appropriately assign tasks to them.

Once you’re satisfied that they are appropriately qualified, they will then need to be enrolled into your organisation and the teams with which they will be working. This process may include mandatory health and safety training for new starters. Assigning this and making sure it’s completed can be done centrally, with any result again being stored against their record. This can trigger alerts for when any refresher training might be required in future, too.

Most jobs have a probationary period, something that extends beyond safety critical work and helps to ensure that people are up to the job for which you have employed them for. Similarly, it enables employees the opportunity to leave with shorter notice if they decide the job isn’t for them.

Keeping track of this probationary period is crucial. Assessments and feedback of their work will help to make informed decisions on whether or not they have passed. Storing all of this information centrally helps to give your organisation a complete view of its workforce.

Once a new recruit is up and running, they will hopefully be in a position to fulfil their tasks in the way needed. Seeing them become a regular part of your workforce asap is beneficial to service delivery. This requires careful planning and oversight of your organisation.

What specific skills and experience does your organisation need? Who will be required to recruit? How much time will be needed? What processes are in place to get new starters up and running? All of these questions can be answered when you have a bird’s eye view of your entire workforce. By linking training and competency management, you can make more informed and accurate decisions.

CACI has recently published a whitepaper, Effective workforce management to improve outcomes across your business, which explores this topic in more detail. You can download your free copy here.

A more efficient system to reduce duplicate inspections in UK farming

Posted on: 27 January 2022

The farming landscape is one of the most heavily scrutinised industries in the UK. Regulatory bodies inspect how farms protect, enhance and preserve the environment, control diseases and pests in animals and plants, protect trees and woodland and control subsidies. The landscape is changing, too.

The Sustainable Farming Incentive has recently been announced, set to be rolled out with the addition of standards all the way through to 2025. Farmers will be able to choose as many and whichever standards they like. Better performance against each one, i.e. producing more environmental benefits, will result in higher payment. This is all part of DEFRA’s efforts to invest in the environment, productivity, farmer resilience, plant and tree health and animal welfare.

Initially, in 2022, three standards will be available; two pertaining to soil and moorlands, one to livestock farming. More standards will follow, as outlined in this DEFRA Future Farming blog. To manage these schemes going forward and validate payments, farmers will have to apply for reviews. This means that keeping abreast of inspections will be vital for both farmers and the bodies inspecting them.

These changes do, however, represent an opportunity. Where farmers have received visits from various bodies at various times, there is an opportunity to coordinate the inspection of farms across the disparate bodies that inspect them. This is particularly important when looking at cross compliance and not disproportionally penalising a farmer for non-compliance in one area.

Having a central database of all inspections and their outcomes will facilitate a far more efficient system. Inspections, at present, are siloed into the bodies conducting them. Linking these bodies together and enabling them to review the outcomes of each other’s inspections, will greatly help them and the farmers.

A number of the inspections conducted on farms are similar in nature. Preserving the environment, protecting trees and woodland, for example, are similar elements. Merging the inspections for these, as far as it’s possible to do so, will reduce the need for multiple inspectors to be onsite at a farm. Using trusted data from another body to fulfil part of your own organisation’s inspection mandate is a much more efficient way of conducting the inspections. Less time spent onsite, same result. This will greatly reduce duplication for farmers.

It also makes sense for the inspectors. Farms are big properties that take time to navigate, necessitating sometimes lengthy visits. This reduces the ability of inspectors to conduct multiple inspections in a day. If, however, information can be used from another trusted body, this will help to reduce inspection times and open up the possibility of an inspector carrying out multiple inspections in a working day. This will help to facilitate inspections of more farms in the same time frame.

Correct use of technology systems can also help to schedule inspections more efficiently. If an inspector is in a particular area, for example, it makes sense to schedule them in and around that locality to reduce dead time spent travelling.

Marrying the capture of inspection outcomes to more rules-based scheduling of the inspection activity will help inspectors and farmers alike. Reducing the amount of duplication makes life easier for all parties.

Automation is another facet of scheduling and inspections that modern technology can bring to farming and associated inspections. Being able to automatically schedule an inspection and notify the farm reduces the need for manual interventions by staff responsible for arranging inspections. This feeds into follow-up tasks, too.

Where an inspection identifies an area for improvement or re-inspection, these follow-up tasks can be automatically created at the point of them being recorded. This leaves scheduling staff with more time to focus on exceptions.

Technology allows the scheduling of an inspector to be decided on fairly using a myriad of factors. For example, geographical proximity to a farm, or inspections being conducted nearby to other farms with similar needs, or the skills, specialisms, continuity and availability of the inspector.

Technology can also enable inspectors to capture their outcomes in real-time. By equipping inspectors with handheld devices, results can be entered through mobile forms and stored immediately, rather than having to spend additional time writing up the entire visit later. This means that reporting on and understanding an inspection, and any associated follow-up tasks, can be done instantly. Farmers will benefit as this can also speed up the post inspection processes and payment processing.

If outcomes from a different inspection can be factored in, too, these can be included in any report, instantly saving time.

The layers of complexity in the process of conducting farm inspections in the UK can be greatly eased by the correct deployment of technology. A single system enables inspectors to view their schedules and make their reports, whilst at the same time notifying farmers about upcoming inspections and the results of previous ones.

This efficiency will alleviate much of the duplication currently experienced by UK farmers. It will also make the changing regulatory landscape easier to navigate for everyone. A single, transparent source of truth will work to the benefit of everyone.

The notion of a single system and a single point of regulatory contact is an issue that we explored in our previous blog, Why England’s farmer inspectors are launching a war on duplication, which you can read here.