Case Study - Student Loans Company

Outstanding back-office optimisation improvements with OPX.

Do you want to see how OPX can transform your business?

Standout OPX Results

Award-winning back-office optimisation from OPX:

1.74m

Applications processed per year.

Winner of the Partnership Award at the 2024 Forum Contact Centre Awards

220

Modern and flexible workstreams.

We would love to optimise your business next.

Contents:

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About The Student Loans Company

The Student Loans Company (SLC) is a non-departmental public body company in the United Kingdom that provides student loans. 

The organisation is owned and funded by the UK government and the devolved administrations in Scotland, Wales, and Northern Ireland. 

SLC is responsible for providing loans to students – both UK and Overseas – and collecting loan repayments alongside HM Revenue and Customs. 

With four offices across Glasgow (Clyde Place and Hillington), Darlington, and Llandudno, the organisation has over 3,300 employees, 8 million customers, and a loan book of over £135bn.

The Problem

In 2015, we engaged with the SLC team to discuss an OPX Pilot solution to cover several of their operational areas. 

Before working with OPX, SLC’s back-office systems lacked intelligent work routing and operational reporting capabilities. 

Key issues included:

  • Manual and inconsistent work assignment.
  • No skill-based routing to reflect different SLAs.
  • Minimal oversight of daily throughput, cycle times, and productivity.
  • Basic reporting limited to spreadsheets and whiteboard tallies.


The Workflow Management team managed much of the organisation’s operational activities through manual spreadsheets and other end-user-developed applications, such as basic databases and worksheets. 

Work was centrally managed and distributed via spreadsheets to allocate work items to Team Managers, typically on a daily basis. 

The result of this style of management was:

  • Missed operational efficiencies
  • Numerous repeated errors
  • Difficulties in moving and balancing resources 
  • An increased operational risk profile. 


It also inhibited the teams’ ability to respond to peaks and troughs in demand when required. 

End-to-end customer experience was also negatively impacted. Customer touchpoints were typically delivered in infrequent bursts, and inbound contact was often necessary to check on the progress of applications. 

The OPX Solution

OPX was selected against several other providers due to its flexibility, fit to business needs, and rapid deployment abilities. 

The initial Pilot was rolled out to the Grants for Dependents (GFD) department, as it had a level of processing complexity that would provide good metrics and a direct comparison around productivity and effectiveness. 

The initial Pilot scope allowed OPX to:

  • Deploy alongside existing platforms, such as Documentum and SLC’s core processing platform, LA Portal.
  • Provide automated skills-based routing.
  • Automate creation in appropriate OPX queues.
  • Provide rich Operational Insight through reports and dashboards.

Implementation

Core functionality was agreed upon through initial working sessions with key stakeholders, such as Ops Managers, Team Managers, Assessors, and Business Analysts, where we learned how the organisation was currently working, and where the greatest impact could be made at both a team and wider business level. 

A Pilot plan was agreed, which allowed our team to work with key stakeholders to:

  • Provide on-site expertise and recommendations.
  • Roll out an initial Pilot across 120 Grants for Dependents staff in Darlington and Wales.
  • Map SLC’s back-office processes for OPX setup.
  • Define SLAs at the queue level for automated priority routing.
  • Create a skill matrix for all Pilot back-office staff to ensure accurate work allocation.
  • Capture non-transactional data for manual work codes to provide visibility into shrinkage data.


A key pre-rollout consideration was to ensure that other parts of the organisation – such as technology, procurement, and HR – were bought into the Pilot. 

The right behavioural changes also had to take place. Impacted teams were engaged, to ensure they bought in to and supported the changes to be made.

The Pilot was operational in four weeks, demonstrating how quickly SLC could realise benefits.

OPX Results

The initial Pilot was a complete success and provided:

  • Enhanced reporting, service level monitoring, backlog tracking, and productivity metrics.
  • Accurate recruitment plans, training requirements, and contingency planning.
  • AHT and outcome states flagged potential quality/training issues.
  • Case management linked 26% of cases, reducing rework.
  • Staff demand modelled accurately, resulting in 5-8% staff reductions.


After further work with the Student Loans project teams, the Pilot scope was extended to cover Core Processing and the DSA teams, which support students with additional and often individually specific needs.

The rollout to additional users and business areas widened the functionality to meet increasing levels of operational complexity.

Continuous Improvement Initiatives

  • Enhanced system integration and APIs for case aggregation.
  • Webforms to search related customer reference numbers and remove worked cases from OPX.
  • Automatic customer reference number tagging to emails for queue allocation.
  • Department-specific non-transactional codes for non-digital workload visibility.
  • Questionnaires for staff feedback on processes.
  • Enhanced reporting extracts for customer journey and workload demand analysis.
  • OPX Capacity Planning module for potential backlog identification based on planned staff assignments.

Integration between OPX and NICE WFM IEX

SLC embarked on a project to blend front-office and back-office staff. 

To achieve this CMS developed real-time and historic data interfaces between OPX and NICE WFM, mirroring data transfer for contact centres, making OPX the first back-office system to provide such integration.

New support models

Collaboration is king in the OPX Practice. We conducted weekly reviews during mobilisation, monthly catchups during the bedding-in period, and now host annual user groups to give mature clients a voice in the direction of their product.

Powerful new ways of working

The OPX platform has now empowered 1,800 employees within Processing, Repayments and Complaints – more than half of the business – to work smarter, more efficiently, and more customer-aware.

Work flows through Student Loans logically and is automatically directed to the staff members best placed to deal with it. 

Working with OPX, SLC processes 1.74m applications per year across 220 different streams and has adopted modern and flexible practices.

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What SLC Said:

“OPX has completely transformed the way we process work, how we report against SLAs and the productivity and efficiency gains have been more than we had hoped for.”

How much can OPX save your business?

About CMS

Elevate Back-Office Operational Productivity with Award-Winning OPX.

Corporate Modelling Services (CMS) was founded in 2008 by Alex Allan & Graham Twaddle – experienced and successful innovators in the software space.  

Since the beginning, our mission has been to create a practical solution for businesses to alleviate workload and procedural bottlenecks in their back-office, allowing for a perfect synergy between workforce resources and task allocation.   

Our team decided to take their collective hundreds of years of business-focused entrepreneurial software development to create a cost-effective, user-friendly, and customisable platform that could help businesses revolutionise their operational productivity and increase capacity. 

The result is OPX: an award-winning digital platform that connects and simplifies all your back-office processes into one centralised Operational Insight control centre to transform workforce efficiency.

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