Customer Insights and Business Analysis Training Course

Name: Excellence in Customer Insights and Business Analysis: A Dual Path to Mastery
Availability: InStock

Master Customer Service & Business Analysis for Success

Customer Insights and Business Analysis Training Course

At a glance

Duration: 5 days
Format: Classroom
Cities: Tbilisi, Muscat, Abu Dhabi, Al Jubail, Singapore, Porto and more
Next session: 5 – 9 October 2026, Tbilisi
Average fee: 5,750 €

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Excellence in Customer Insights and Business Analysis: A Dual Path to Mastery

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

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Vienna	Week 27, 2027 5 – 9 July 2027	5 Days	Onsite	€5,700
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Amsterdam	Week 30, 2027 26 – 30 July 2027	5 Days	Onsite	€5,700
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Riyadh	Week 31, 2027 8 – 12 August 2027	5 Days	Onsite	€5,700
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Vienna	Week 33, 2027 16 – 20 August 2027	5 Days	Onsite	€5,700
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Kuwait	Week 36, 2027 12 – 16 September 2027	5 Days	Onsite	€5,500
London	Week 39, 2027 27 September – 1 October 2027	5 Days	Onsite	€5,700
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Baku	Week 40, 2027 4 – 8 October 2027	5 Days	Onsite	€5,000