Customer Experience Strategy

A plan to improve the experience of residents, business owners and visitors when they interact with Town services and programs.

About the strategy

The refreshed Customer Experience Strategy builds on previous work and lessons learned. It helps the Town move toward a more consistent and coordinated approach to service across all departments.

By looking at the full customer journey from first contact to final outcome, the Town can improve how services are delivered. This includes simplifying processes, reducing wait times, improving accessibility, and making sure staff are accountable for follow‑through.

A positive customer experience is a simple one. People can find what they need, understand what will happen next, and feel supported until their request or issue is resolved. This strategy helps turn those expectations into everyday practice.

Review the full Customer Experience Strategy

The new customer experience model

Connect. Support. Deliver.

The Connect. Support. Deliver. model reflects how people actually experience Town services. Instead of seeing service as a single transaction, the model recognizes that customer experience is made up of several moments over time.

These moments are shaped by how staff interact with customers, how clearly information is shared, and how reliably the Town follows through.

The model recognizes three key elements of a positive service experience:

  • Connect: how customers feel when they interact with the Town
  • Support: how staff are equipped to help
  • Deliver: how reliably the Town meets its commitments

Together, these elements help align staff actions with customer expectations and create a shared way of working across the organization.

What is customer experience (CX)

Customer experience is shared responsibility across the organization. It focuses on how people feel throughout their full interaction with the Town, from start to finish. The approach is proactive and designed around the whole customer journey. It aims to reduce confusion, prevent problems, and make services easier to use.

Customer service, by contrast, is what individual teams deliver in the moment — reactive, problem‑solving, and essential to day‑to‑day satisfaction. 

Together, customer service and customer experience create the everyday moments that build trust over time.

Principles, pillars and standards

Guiding principles

Six guiding principles anchor the strategy and shape how service is expected to be delivered consistently across the Town:

Strategic pillars and areas of focus

The strategy is built around four strategic pillars. These pillars are based on feedback from staff, customers, service data, and best practices.

Together, they guide the Town in making services:

  • Easier to access
  • More consistent
  • More focused on customer needs

Each pillar includes two areas of focus to support meaningful improvements and ensure every interaction is an opportunity to connect with empathy, support with clarity, and deliver with consistency.

Intake optimization

Continue expanding the centralized model (ServiceOakville) to eliminate silos and reduce hand-offs, including by integrating customer service representatives into departments for seamless customer follow-up and reporting.

Artificial intelligence (AI) and automation integration

Introduce more automated self-service tools integrated with the town’s customer relationship management system (CRM) and explore AI opportunities.

Transparent case status and follow-up

Enable customers to track service requests and receive updates automatically, through AI-powered CRM features and/or through staff-initiated interactions.

Digital literacy and inclusion

Provide multilingual, mobile-optimized, and plain-language service tools.

Service measurement culture

Define and report on standards and resolution benchmarks organization-wide.

Customer feedback loops

Expand use of real-time feedback, such as post-interaction surveys, and analyze trended results to identify opportunities for improvement.

Corporate oversight

Strengthen CX leadership through the Communications and CX department, which will set Town‑wide standards, track performance, lead CX initiatives, support training, and represent customer needs at senior leadership and Council.

Staff training and culture shift

Build staff capability through consistent, organization‑wide training on empathy, clarity, accountability, resilience, and first‑contact resolution.

Proposed standards

Corporate service standards establish a shared understanding of what service excellence looks like across the organization. Grounded in feedback from the public and staff, the following proposed standards reflect the Town’s values and set clear expectations for quality, responsiveness, accessibility and follow-through across the organization: 

  1. First contact resolution
  2. Call response time
  3. Email response time
  4. Issue closure communication
  5. Digital usability
  6. Equity and accessibility
  7. Resident satisfaction
  8. Website usability
  9. Plain language compliance
  10. In-person wait times 
  11. Interdepartmental handoff success

Continuous improvement

We'll review and revise these proposed standards as we move through our strategy implementation and mature in our customer experience culture shift. We already have several methods of measuring success in place, including customer satisfaction measures, response times and digital usability insights. We know there are still gaps and we'll continue to develop and strength our measurement tools and methods in order to improve customer experience across our organization.

Strategy implementation

Key actions

Five key actions that will help bring the strategy to life:

  1. Introducing service liaison roles for complex services
  2. Improving service request issue tracking and closure confirmation
  3. Reviewing the journey of customer requests to resolutions across departments 
  4. Implementing post-interaction customer surveys
  5. Providing customer experience, empathy and resilience training for all staff 

Implementation timeline

Tied to the four pillars, the following actions and outcomes will help drive the Customer Experience culture throughout the Town over the next several years.

  • March to August 2025: Research, engagement and analysis; draft strategy framework.
  • September 2025 to May 2026: Share framework, form staff oversight, refine and adopt final strategy.
  • June 2026: Strategy launch with staff and public awareness begins.
  • October 2026: Staff training and capacity building begins, ongoing change management.
  • June 2027: 0 to 12 month actions complete or in progress; Status update to Council.
  • June 2028: 12 to 24 month actions complete or in progress; Status update to Council.
  • June 2029: 24 to 36 month actions complete or in progress; Status update to Council.
Actions under Pillar 1: Seamless service access
  • Pilot “Service Liaison” role in complex service areas
  • Enhance in-person interactions in Planning & Development and Building
Actions under Pillar 2: Resident empowerment
  • Improve issue tracking and closure confirmation in CRM
  • Explore more accessible service model options
Actions under Pillar 3: Performance and Accountability
  • Define and implement corporate-wide service standards and SLAs
  • Develop corporate-wide Accountability Framework
  • Conduct reviews of customer requests to resolutions (R2R)
  • Implement post-interaction customer surveys
  • Share regular status updates with Ward Councillors
  • Empower the Communications & CX department with organizational leadership of the CX Strategy and its implementation
  • Adopt refreshed guiding principles for the new CX
  • Adopt “Connect. Support. Deliver.”
  • Launch a customer experience module as part of onboarding for all new staff
  • Develop and execute public education campaign for ServiceOakville
  • Introduce “no wrong door” approach to jurisdictional issues and explore opportunities for collaboration with third-party utilities
  • Work with Purchasing to ensure clear language on CX standards for third-party contractors
  • Provide new Council orientation on use of ServiceOakville
Actions under Pillar 1: Seamless service access
  • Expand service delivery through ServiceOakville
  • Continue to work with the business community to refine and enhance their CX
  • Explore AI technology to support high-volume inquiries, enhance workflows, and improve business outcomes
Actions under Pillar 2: Resident empowerment
  • Conduct plain-language and accessibility audit of print materials
  • Expand multilingual digital content and translated materials
  • Establish an integrated public engagement portal
Actions under Pillar 3: Performance and accountability
  • Increase CRM reporting and root-cause analysis of service failures
  • Develop a service level inventory
  • Establish a role that supports digital experience and technology
  • Develop an issues management framework
  • Explore feasibility for on-call tech support outside regular hours
Actions under Pillar 2: Resident empowerment
  • Develop a multi-year engagement strategy
  • Design and integrate persona-specific section on the website


Actions under Pillar 2: Resident empowerment
  • Conduct plain-language and accessibility audit of digital materials
Actions under Pillar 3: Performance and accountability
  • Implement ongoing staff CX training
  • Strengthen internal knowledge sharing

Have an idea on how we can do better?

Share your feedback or ideas on how we can improve the Customer Experience.

Fill out the Customer Feedback form

Background

The Town’s 2026 Community Satisfaction Survey shows a strong foundation: 82 per cent of residents are satisfied with their local government, and 90 per cent are satisfied with the quality of Town services, well above national benchmarks. At the same time, residents told us that expanding and improving online services, including ways to easily check or receive updates on the status of their online service requests, are clear opportunities for improvement.

While satisfaction is high and staff are deeply committed to serving the community, good intentions alone are not enough. Without a modern strategy and clear accountability, service efforts can become siloed and inconsistent, leading to repeat issues, slower resolution, increased complaints to Council, and hidden costs for the Town.

The new strategy will help ensure that all touchpoints the public has with the Town are positive, seamless, efficient, and user friendly, whether interacting with Town staff in-person out in the community or at a facility, doing a transaction online, or calling ServiceOakville.

When customers use Town services or interact with Town staff, many factors can result in either a good or bad customer experience. By understanding where problems lie across the end-to-end journey, we can identify opportunities to improve the customers’ perception and feelings of their experience, as well as their trust in the Town.

Past public engagements

Engagement was conducted from May through July 2025. A total of 500 participants shared their insights related to customer experience through the following methods: 

  • Three unique surveys: one for staff, one for council and one for the public  
  • Twelve interviews with 16 senior staff and the Mayor 
  • Three in-person focus groups: with youth, seniors, and business communities 
  • Three in-person open houses at different facilities across Oakville: open to all 
  • One online follow-up survey: open to those interested in providing continued feedback to validate or challenge findings and draft recommendations.

What we heard

Customers expressed a high level of confidence in ServiceOakville, highlighting positive contact‑centre performance and growing use of digital channels. At the same time, they also identified challenges, including inconsistent experiences across departments, limited follow‑up, and unclear service pathways.

Contact

ServiceOakville
905-845-6601

service@oakville.ca

Contact

ServiceOakville
905-845-6601

service@oakville.ca