Business Analysis & Customer Insight Mastery: Advanced Techniques

Master Customer Service & Business Analysis for Success

Course Overview:

The course is a complete course designed to develop skills in customer relationship management and business analysis. Participants will learn to foster a customer-centric culture, communicate effectively, and implement quality assurance methods to improve customer satisfaction. This course also provides in-depth training for the PMI-PBA, covering essential business analysis skills such as needs assessment, requirements elicitation, traceability, and solution evaluation.

 

Target Audience:

  • Customer Service Professionals
  • Business Analysts
  • Project Managers
  • Team Leaders & Supervisors
  • Sales and Marketing Professionals
  • Aspiring Customer Service Leaders

 

Targeted Organizational Departments:

  • Customer Service
  • Project Management Office (PMO)
  • Business Analysis
  • Sales and Marketing
  • IT and Software Development
  • Human Resources

 

Targeted Industries:

  • Retail
  • IT and Software
  • Finance and Banking
  • Healthcare
  • Telecommunications
  • Hospitality

 

Course Offerings:

By the end of this course, participants will be able to:

  • Develop a customer-centric organizational strategy.
  • Master communication and customer engagement techniques.
  • Apply agile methods in customer service.
  • Conduct comprehensive needs assessments.
  • Elicit and analyze requirements for business solutions.
  • Implement quality assurance in customer service.

 

Training Methodology:

The course uses varied learning approaches to ensure an engaging and practical experience. Participants will engage in case studies, group work, interactive discussions, and feedback sessions focused on customer service excellence and business analysis. Real-world scenarios and simulations are used to apply key concepts in a hands-on environment, and mock exams will be provided for PMI-PBA preparation. This multi-method training ensures that participants can apply their new skills directly in their roles.

 

Course Toolbox:

Participants will receive:

  • Comprehensive ebooks on customer service and business analysis
  • Access to online resources for PMI-PBA preparation
  • Templates, checklists, and agile tools for customer engagement

 

Course Agenda:

Day 1: Building a Customer-Centric Culture

  • Topic 1: Importance of Customer-Centric Strategy
  • Topic 2: The Shift Towards Customer-Centric Organizations
  • Topic 3: Customer-Centric Model and Approach
  • Topic 4: Agile Concepts in Customer Service
  • Topic 5: Encouraging Customer Involvement in Decision-Making
  • Topic 6: Incorporating Customer Feedback into Strategy
  • Reflection & Review: Key takeaways on customer centricity

 

Day 2: Developing Customer Communication and Engagement

  • Topic 1: Foundations of Effective Communication
  • Topic 2: Advanced Communication Skills for Customer Service
  • Topic 3: The Art of Listening and Understanding Customer Needs
  • Topic 4: Building Trust and Loyalty through Communication
  • Topic 5: Techniques for Personal Persuasion and Influence
  • Topic 6: Crafting a Customer Communication Plan
  • Reflection & Review: Techniques and applications review

 

Day 3: Agile and Analytical Approaches in Service and Business Analysis

  • Topic 1: Introduction to Agile Customer Service
  • Topic 2: Moving from Transactions to Interactions
  • Topic 3: Enhancing Customer Experience through Details
  • Topic 4: Business Analysis Planning and Agile Integration
  • Topic 5: Requirements Elicitation and Stakeholder Involvement
  • Topic 6: Customer Service Protocols and Standards
  • Reflection & Review: Agile and analytical concept review

 

Day 4: Quality Assurance, Control, and Business Analysis Techniques

  • Topic 1: Quality Assurance in Customer Service
  • Topic 2: Applying Poka Yoke for Error Prevention
  • Topic 3: Business Analysis Traceability and Monitoring
  • Topic 4: Continuous Improvement and KPI Development
  • Topic 5: Balanced Scorecard for Customer and Financial Alignment
  • Topic 6: Conducting Basic Customer Analysis
  • Reflection & Review: Quality and performance review

 

Day 5: Solution Evaluation and Developing Customer Service Teams

  • Topic 1: Understanding Solution Evaluation and Decision-Making
  • Topic 2: Coaching and Mentoring in Customer Service
  • Topic 3: Steps to Foster a Learning Organization
  • Topic 4: Conflict Resolution in Business Analysis
  • Topic 5: Building a Sustainable Customer-Centric Team
  • Topic 6: PMI-PBA Exam Prep and Final Review
  • Reflection & Review: Final reflections and ongoing application

 

How This Course is Different from Other Excellence in Customer Insights and Business Analysis Courses:

This course uniquely combines customer relationship management skills and business analysis expertise. Unlike other programs, this course not only covers strategies for creating a customer-centric culture. By focusing on both customer service and analytical skills, the course empowers participants to create meaningful customer experiences and make data-driven business decisions, making them valuable assets to their organizations.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

Upcoming Events

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Trabzon Trabzon Week 45, 2025
Nov 9, 2025 - Nov 13, 2025
5 Days Onsite €6,800
Madrid Madrid Week 46, 2025
Nov 10, 2025 - Nov 14, 2025
5 Days Onsite €5,700
Rome Rome Week 47, 2025
Nov 17, 2025 - Nov 21, 2025
5 Days Onsite €5,700
Amsterdam Amsterdam Week 48, 2025
Nov 24, 2025 - Nov 28, 2025
5 Days Onsite €5,700
London London Week 48, 2025
Nov 24, 2025 - Nov 28, 2025
5 Days Onsite €5,700
Sharm El-Sheikh Sharm El-Sheikh Week 49, 2025
Dec 1, 2025 - Dec 5, 2025
5 Days Onsite €4,100
Barcelona Barcelona Week 49, 2025
Dec 1, 2025 - Dec 5, 2025
5 Days Onsite €5,700
Athens Athens Week 49, 2025
Dec 7, 2025 - Dec 11, 2025
5 Days Onsite €6,700
Jakarta Jakarta Week 49, 2025
Dec 7, 2025 - Dec 11, 2025
5 Days Onsite €5,700
Baku Baku Week 51, 2025
Dec 15, 2025 - Dec 19, 2025
5 Days Onsite €5,000
Phuket Phuket Week 51, 2025
Dec 21, 2025 - Dec 25, 2025
5 Days Onsite €6,000
Dubai Dubai Week 52, 2025
Dec 22, 2025 - Dec 26, 2025
5 Days Onsite €4,500
Bangkok Bangkok Week 01, 2025
Dec 29, 2025 - Jan 2, 2026
5 Days Onsite €6,000
Manama Manama Week 02, 2026
Jan 5, 2026 - Jan 9, 2026
5 Days Onsite €4,700
Amman Amman Week 03, 2026
Jan 12, 2026 - Jan 16, 2026
5 Days Onsite €4,100
Madrid Madrid Week 04, 2026
Jan 20, 2026 - Jan 24, 2026
5 Days Onsite €5,700
Zoom Zoom Week 04, 2026
Jan 20, 2026 - Jan 24, 2026
5 Days Online €1,350
Barcelona Barcelona Week 05, 2026
Jan 27, 2026 - Jan 31, 2026
5 Days Onsite €5,700
San Diego San Diego Week 05, 2026
Jan 27, 2026 - Jan 31, 2026
5 Days Onsite €14,000
Milan Milan Week 06, 2026
Feb 3, 2026 - Feb 7, 2026
5 Days Onsite €5,700
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