CX Digital Transformation Case Study: Simply Group


CX Digital Transformation Case Study: Simply Group

Sponsored By:

Date & Time:

September 16, 2020 at 3PM – 4PM EST

Guest Speaker:

Nishant Shah, VP Operational Strategy, Simply Group


Join CSPN Partner David Singh and Nishant Shah, VP Operational Strategy at Simply Group to discuss how Simply Group conducted an end-to-end digital CX transformation as it scaled operations from 2,000 to 100,000+ clients across Canada. From digital client registration through to credit-monitoring, we will discuss how Simply Group migrated the transformation and the lessons learned. Simply Group is one of Canada’s leading home efficiency providers where they support residential homeowners to upgrade to high-efficiency appliances using convenient leasing programs.

Learning Objectives:

  • Describe best practices in regards to digital CRM design & development
  • Understand how link operational objectives with technology
  • Leverage CX metrics to build a compelling business case

Who should attend

  • CX professionals who are thinking about or embarking on a digital CX transformation
  • CX professionals with responsibility over customer service, CRM, and/or strategy

About the Speaker

Nishant Shah, VP Operational Strategy, Simply Group

Nishant Shah is a Sales/Operations Management professional. He has demonstrated the ability to create high value-add propositions and drive organizational performance. He is an expert in portfolio acquisition and post acquisition management, and delivers superior Business Development and Operations results. Nishant has excellent judgment, the ability to make tough decisions that maximize resource management and has a depth of knowledge in developing and instituting processes.

He is currently the VP Operational Strategy at Simply Group. Simply Group is Canada’s fastest growing home energy servicing company, thanks to deep operational expertise, exclusive industry relationships and a diversified investment portfolio.

Their companies are active in four key categories: Home Comfort, Lighting, New Construction, and Lending. With their commitment to transparency, value-add products and services, they are working hard to make sure every customer experience is a positive one.

Facilitated By

David Singh, Managing Partner, CSPN

David Singh is an experience-driven executive who has built and lead client-facing teams in a range of Fortune 500 and mid-market companies. David has served as a corporate and organizational strategy consultant with Deloitte Inc where he helped clients navigate the financial and human capital impacts of mergers and acquisitions. David has held progressively senior roles within high-growth technology, energy, and consumer finance companies where he has built and led sales, marketing, operations, finance, and customer care teams. David is passionate about helping leaders and organizations simplify their strategy to ensure alignment between internal and external stakeholders and ultimately drive traction towards happy clients and team-members.

David holds degrees from Huron University College at Western University and the Sauder School of Business at the University of British Columbia and is co-author of Hitting Stryde: An Early Career Gen-Y Career Survival Guide.

CSPN Member:
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Registration Deadline

September 16, 2020

Sponsored By:

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