The tools Exponential-e have provided have contributed towards the digital transformation journey BDO have been on. Our mutual passion for the user experience has helped us reshape our whole approach to the service desk, and we're very much looking forward to building on these successes in the years ahead.

Lee Trimmer, Head of Service Delivery, BDO

The first phase of the deployment involved managing a seamless transition for all analysts and end users by replicating their existing Teams functionality in the new platform, allowing them to start making use of it straight away. This meant the migration process was completely invisible to the 6,000 employees already using Teams.

With this foundation in place, BDO began working with their dedicated account team to identify potential opportunities for automation, the first of which involved the onboarding process for new joiners, who would automatically receive an email with the details of the Teams dial pad, with no manual intervention required. At the same time, should an end user leave the company, their account would automatically be closed and their number made available again. This pay-as-you-go model immediately resulted in tangible cost savings by ensuring BDO would only ever pay for the licences in active use.

Building on this, the Five9 platform was heavily customised to suit BDO's specific goals for its overall user journey. Key to this was the integration of the platform's chatbot with BDO's own Azure LLM and ServiceNow®, allowing it full access to an evolving knowledge library. This bespoke chatbot (dubbed ELSA!) is now able to automatically direct users to the article most likely to lead to a successful resolution. If it is unable to do so, they are automatically put through to the appropriate analyst.

ELSA's intuitive, conversational interface and broad range of insights meant the initial uptake was high, averaging more than 200 interactions per month, of which around 50% are resolved with no need for human intervention. The chatbot's capabilities have since been extended to run automated routine fixes with BDO's primary audit tool, saving service desk analysts time and offering the users faster resolutions.

As a result of these improvements, BDO have significantly reduced their service desk's dependence on traditional telephony and email, with most end users now preferring the inherent flexibility and ease of the new chat and self-service options, allowing analysts to more efficiently manage their cases.

With the implementation of Five9's workforce engagement tool, BDO are looking to automate further quality control checks to focus directly on problem areas rather than relying on dip sampling calls. Through the application of intelligent analytics, this identifies which interactions team leaders should listen to in order to support their analysts, identify gaps in the user experience, and act on new opportunities for improvement as they emerge. When combined with the technical data collected by ServiceNow®, this will provide BDO with a holistic, real-time view of its entire service desk operation.

The transformation of BDO's service desk was later recognised at the Service Desk Institute's 2025 awards ceremony, where it was named as 'Service Desk of the Year – Large Team'. It is also now eligible to be certified as a five-star service desk, of which there are only four in the world at the time of writing.

BDO have long led the charge for service desk excellence, and the success of this project is testament to that. When people and technology come together in this way, a seamless, interconnected user experience becomes possible across every channel, which I fully expect to become the new standard for service desk operations.

Gareth Hayes, Head of UC & CX Solutions, Exponential-e

Solution Benefits

• A seamless migration process from disparate legacy technologies, with no disruption to day-to-day operations
  
  
• Intelligent automation of routine processes enhances analysts' efficiency and performance, freeing them to focus on the most complex cases
  
  
• 50% of all interactions resolved without any need for human intervention, thanks to a bespoke chatbot and evolving knowledge base 
  
  
• Automated onboarding and offboarding of employees and sustainable cost savings through pay-as-you-go pricing

The  Customer

The customer is a central governing body that utilises the growing volumes of data generated across multiple channels to optimise the delivery of critical services across the UK, while ensuring the highest standards of security and compliance are maintained at all times.

The Challenge

Key considerations included:

• A resilient, scalable multichannel environment - encompassing voice, email, SMS, webchat, and all major social media platforms, that would maximise opportunities for engagement with citizens.
• The ability to configure all elements of the interface to staff's requirements, making it as efficient and user-friendly as possible, with clearly defined supervisory levels.
• Robust cyber security and governance inherent in the design, ensuring data protection policies would be consistently applied and all compliance obligations met, while optimising the accessibility, quality, and utility of all data.
• Granular and broad visibility across the entire solution, allowing administrators to tailor the solution within predetermined parameters, allowing tools and processes to be continually refined in response to feedback.
• Bespoke dashboards and reporting, allowing analysts to effortlessly access key metrics and monitor every step of the citizen journey in real-time.
• Seamless integration with existing platforms, with scope to integrate further tools in the future.

Solution 

In the run up to 'go live', the Exponential-e's project team worked closely with the customer's own teams to ensure agents were ready to adopt the new technology. Following extensive training, agents were able to make full use of the new platform on the same morning the legacy telephony system was switched off, without any disruption to live services. The already strong relationship between teams at both companies, established during previous complex deployments, proved invaluable here, with close communication and collaboration at every stage laying the foundation for the project's eventual success.

As all interactions were now taking place through a single, fully integrated platform, the consistent application of skills-based routing ensured citizens were put in touch with the appropriate agent as quickly as possible, with time on hold kept to the absolute minimum. In addition to optimising the path to successful resolutions, this also meant that analysts could access all data about each citizen's journey through a centralised knowledge base, regardless of the number of channels involved. A combination of real-time analytics and automated satisfaction surveys was utilised to measure the quality of each interaction.

To ensure this data could be used to its fullest potential, the customer was able to create bespoke dashboards for a range of metrics, including the channels and menus enquiries were received through, wait times, the agent who handled each, whether the call needed to be transferred, and the final time to resolution - all updated every fifteen seconds. This way, both analysts and supervisors could access a wealth of information on both agent performance and citizens' overall experiences, without needing to consolidate information from multiple channels and records, as had previously been the case.

With this critical information automatically collated in an actionable form and the ability to automatically apply service changes through the dashboards, the new contact centre enabled true data-driven decision making at all levels, so tools and processes could be constantly refined and, ultimately, the highest levels of service quality and availability maintained.

As an early adopter of hybrid working, the new contact centre only strengthened the customer's capabilities in this regard, granting supervisors maximum flexibility in terms of how agents were deployed, without compromising data security, call quality, or their ability to collaborate with their colleagues whenever necessary.

The new contact centre is constantly evolving, as the high volumes of data gathered during each interaction reveals new opportunities for service enhancements. Administrators can continue refining their tools and processes via their dashboards, with support available from their Exponential-e account team and a 24 / 7, UK-based support desk, whenever it is required.

All of this demonstrates how the ever-growing volumes of data generated across multiple channels can be used to improve wellbeing across the UK, and the potentially transformative power of technology when utilised in service of the public good.