The International Customer Management Institute (ICMI) has been an invaluable resource for helping contact centers get the most out of their agents and managers. Recently, the ICMI offered five valuable tips on call center scheduling that are worth your time.
Some of this you may have heard before – but it’s so easy to get off track when sometimes it’s all you can do to keep up with the day-to-day pressures of personnel, technology, forecasts, scheduling and adherence. A refresher course is always welcome.
You can click on the link for the full story, but here are the basics:
1. Clarity
Senior management, supervisors and agents all need to be pulling in the same direction. That means clearly delineated procedures and professional values that will guide the schedule-making process, and contingency plans for when a schedule goes awry. Having these conversations first can resolve numerous issues later on.
2. Testing
Sample schedules and dry-run scenarios can be useful in testing schedule accuracy and catching problems before they impact customer service. Experiment with different alternatives until you find one that achieves all of your objectives.
3. Inclusion
Scheduling should incorporate not just calls, but all of the activities and practices associated with that process, as well as other projects that require time from your agents or managers.
4. Conflict Resolution
Scheduling is never immune to issues from agents, new product/service launches, unforeseen changes in shifts and other outside factors. How well a contact center adjusts to these scheduling challenges will indicate whether it is performing well. However, if conflicts become too frequent, that suggests a systemic issue that should be corrected.
5. Flexibility
Related to #4 above, scheduling should be fluid but not so loose as to create confusion. Adjust schedule horizons as needed if those created two weeks away frequently prove inaccurate, take agent preferences into account when possible, and have alternatives in place before they become necessary.
If you would like to learn how to implement these tips, please also watch our workforce management videos and see how clarity, testing, inclusion, conflict resolution and flexibility are "built-in".
Showing posts with label call center scheduling. Show all posts
Showing posts with label call center scheduling. Show all posts
Wednesday, June 19, 2013
Wednesday, May 29, 2013
Call Center Scheduling in Real Time
So you’ve finished your call center scheduling duties and are ready to focus on other tasks – until you discover that the average call wait time is longer than it should be, and either something was missed on forecasting or a lot of customers just felt this was the day they needed to place an order or ask a question.
What do you do? If you’re locked into your scheduling, you may end up with angry customers and frazzled agents.
Situations like this are going to happen. They should be rare if you’re using the call center scheduling and forecasting tools at your disposal in a workforce management (WFM) solution; however, sometimes even the best laid plans can go awry.
When they do, hopefully you can count on a call center scheduling solution with real-time updates that will allow you to adjust forecasts and schedules accordingly. When external conditions change, managers should be able to review the call center metrics, in real time, that will help the business get back on track.
By reviewing forecast vs. actual call volume and agent adherence, managers can then re-run forecasting and scheduling based on what is happening in the call center at that very moment. Then, they can update the schedule based on current conditions, and adjust staffing as quickly as possible so customer service is restored to optimum level. Please watch this short video to see intra-day call center scheduling in action.
Call center scheduling may not be an exact science, but real-time WFM will expose any glitches, so they can be corrected before they cause too many issues.
What do you do? If you’re locked into your scheduling, you may end up with angry customers and frazzled agents.
Situations like this are going to happen. They should be rare if you’re using the call center scheduling and forecasting tools at your disposal in a workforce management (WFM) solution; however, sometimes even the best laid plans can go awry.
When they do, hopefully you can count on a call center scheduling solution with real-time updates that will allow you to adjust forecasts and schedules accordingly. When external conditions change, managers should be able to review the call center metrics, in real time, that will help the business get back on track.
By reviewing forecast vs. actual call volume and agent adherence, managers can then re-run forecasting and scheduling based on what is happening in the call center at that very moment. Then, they can update the schedule based on current conditions, and adjust staffing as quickly as possible so customer service is restored to optimum level. Please watch this short video to see intra-day call center scheduling in action.
Call center scheduling may not be an exact science, but real-time WFM will expose any glitches, so they can be corrected before they cause too many issues.
Thursday, May 9, 2013
How to Schedule your Call Center Workforce
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| Download whitepaper |
Once configured, WFM should provide real-time data by call center or by department, that covers every aspect of the scheduling process.
Start with forecasting, which helps to determine how many agents will be needed on a given shift on a given day, taking into account special days such as holidays or the first day of a new company sales promotion.
Next, factor in employee availability, with data on vacation schedules, approved days off, and matching individual skills to forecasting and scheduling preferences. The goal is to have the correct number of agents in place for the expected workload on that shift – no more, no less. Too many agents on a shift means wasted resources; not enough means longer call wait times and frustrated customers.
During the shift, tracking metrics keep tabs on agents that leave early, show up late, or take longer breaks than allowed.
Unfortunately, once schedules are set they are not immune to revision. Last minute changes are often unavoidable, but WFM should resolve any issues before they can impact performance. If an agent can’t make it to work, WFM should identify a replacement with a comparable skill set, determine his or her availability, and expedite the change.
Other issues related to scheduling, such as employee shift swaps and separate rotations for trainees, can also be coordinated through WFM. Once generated, schedules should be easily accessible to all concerned parties so there’s never any confusion. To see call center scheduling in action, please follow this link to watch a series of videos about forecasting, scheduling, staffing, exceptions handling and intra-day management.
Friday, May 3, 2013
Do You Measure Your Agent Schedule Adherence? Is it 70, 80 or 90%?
Schedules only work if employees stick to them. Most will but as call center managers have discovered, even a small drop in adherence can severely impact both productivity and costs. Many call centers are now pro-actively focusing on improving schedule adherence for increased service levels and reduced costs. Raising the adherence from 80 to 85%, or from 90% to 95% can result in huge cost differences. For example, in this Adherence whitepaper there is the case of a 300 employee call center and the assumption that each employee is 10 minutes our of adherence every day, resulting in $250,000 per year.
Fixing adherence issues is one of the quickest ways to avoid angry customers and rising costs. But first, you must determine your current adherence level. Yes, there will be math involved – but these are numbers that are vital to know.
Here’s the formula:
[phone time + other work related activity time] / ([shift time] - [lunch/dinner] -
[break] + [exception time] + [overtime]) = schedule adherence
Once you’ve got the results, you can add up the money now being wasted and put a stop to it.
What Causes Adherence Issues?
Are some agents taking too many breaks or absences? Is the schedule too rigid? Are employees showing up late and leaving early? Address these issues with agents, and make sure they realize how important schedule adherence is to the call center – and to their job.
This need not be a confrontational situation – one method that has worked at call centers is the setting of adherence goals, with rewards offered to agents that aid in their achievement. Monitor progress whether the goals are achieved or not, and keep the lines of communication open.
The Role of Workforce Management
A workforce management solution can play a key role in agent adherence. First, you don't have to calculate adherence, the system does that for you. Second, real-time tracking and monitoring makes it easier to adjust forecasts and schedules right when there is an adherence problem. Third, adherence reporting helps you analyze data from the past, identify potential issues that impact adherence and the opportunity to discuss with your team.
For more information, please download the Monet white paper Strategies for Improving Schedule Adherence.
Fixing adherence issues is one of the quickest ways to avoid angry customers and rising costs. But first, you must determine your current adherence level. Yes, there will be math involved – but these are numbers that are vital to know.
Here’s the formula:
[phone time + other work related activity time] / ([shift time] - [lunch/dinner] -
[break] + [exception time] + [overtime]) = schedule adherence
Once you’ve got the results, you can add up the money now being wasted and put a stop to it.
What Causes Adherence Issues?
Are some agents taking too many breaks or absences? Is the schedule too rigid? Are employees showing up late and leaving early? Address these issues with agents, and make sure they realize how important schedule adherence is to the call center – and to their job.
This need not be a confrontational situation – one method that has worked at call centers is the setting of adherence goals, with rewards offered to agents that aid in their achievement. Monitor progress whether the goals are achieved or not, and keep the lines of communication open.
The Role of Workforce Management
A workforce management solution can play a key role in agent adherence. First, you don't have to calculate adherence, the system does that for you. Second, real-time tracking and monitoring makes it easier to adjust forecasts and schedules right when there is an adherence problem. Third, adherence reporting helps you analyze data from the past, identify potential issues that impact adherence and the opportunity to discuss with your team.
For more information, please download the Monet white paper Strategies for Improving Schedule Adherence.
Monday, April 29, 2013
Special Days: The Challenges of Forecasting and Scheduling
Accurate forecasts are vital to customer service and budgeting, and avoiding additional issues that occur when the center is overstaffed or understaffed. Forecasting methods must take into account changing business needs, seasonal volumes and external events that are outside the company’s control.
Special days provide another challenge. But it’s a scheduling and forecasting challenge that is manageable with a workforce management solution that handles much of the processing and calculations automatically.
But the process starts with a manager, and an effort to explore how a change in call volume or service level goals on one day, or within one week, will affect the call center. You already have the information necessary to achieve this in past call history data that covers previous similar periods. Always review both the similarities and potential variables.
Next, break down your forecast into monthly, weekly or daily intervals, with special allowances made for the “special day” effect. For some call centers, Valentine’s Day is a special day of increased orders. Forecasting efforts will already have calculations in place for February, and for the day of the week that Valentine’s Day falls upon. But then the impact of the holiday must be assessed, as well as the times of that day where call volume may be increased.
Additional “special day” provisions should also be made for other factors, including any company marketing campaigns or events, and perhaps even weather patterns; if it’s raining outside, will more customers call and place and order instead of going out and buying a gift?
Fore more information about different forecasting models and simulations tools, please watch this call forecasting video. No one every said predicting the future was easy. But workforce management can remove much of the guesswork and improve the accuracy of schedules and forecasts.
Special days provide another challenge. But it’s a scheduling and forecasting challenge that is manageable with a workforce management solution that handles much of the processing and calculations automatically.
But the process starts with a manager, and an effort to explore how a change in call volume or service level goals on one day, or within one week, will affect the call center. You already have the information necessary to achieve this in past call history data that covers previous similar periods. Always review both the similarities and potential variables.
Next, break down your forecast into monthly, weekly or daily intervals, with special allowances made for the “special day” effect. For some call centers, Valentine’s Day is a special day of increased orders. Forecasting efforts will already have calculations in place for February, and for the day of the week that Valentine’s Day falls upon. But then the impact of the holiday must be assessed, as well as the times of that day where call volume may be increased.
Additional “special day” provisions should also be made for other factors, including any company marketing campaigns or events, and perhaps even weather patterns; if it’s raining outside, will more customers call and place and order instead of going out and buying a gift?
Fore more information about different forecasting models and simulations tools, please watch this call forecasting video. No one every said predicting the future was easy. But workforce management can remove much of the guesswork and improve the accuracy of schedules and forecasts.
Monday, April 22, 2013
How Accurate is your Call Forecast?
Call center staffing and scheduling will be largely determined by forecasting of the call volume. Thus, when a forecast is errant, it can cause serious repercussions in customer service.
However, even in the best call centers there will never be 100% accuracy in forecasting. The number of variables from day to day, and week-to-week, as well as unexpected scheduling changes, can all affect how a workday varies from projections. When this happens it is important to drill down to find the reasons for the variations, and factor them in to future forecasts.
Measuring the level of accuracy in your call center forecast requires more than just calculating workload percentages. Take a typical week where the Monday forecast was 12% under actual call volume, Tuesday was 8% under, and the remaining three weekdays were all 8% over. When those numbers are run the result would be an overall weekly forecast variance of 4%.
Sounds pretty good – but it doesn’t recognize how customer service may have suffered on Monday and Tuesday by an insufficiently staffed call center. Or even more, how Monday morning between 9am and 11:30am there was even a bigger The lesson here is to be aware how instances of overstaffing and understaffing can cancel each other out, resulting in a forecasting picture that looks more favorable than it is.
Forecasting can be rendered more accurate through the use of a simple standard deviation approach, and by examining intra-day forecast accuracy as well as just how close the daily or weekly numbers compared to the forecast.
Of course, the ability to forecast schedules is dependent on the ability to forecast call volume. The challenge here is the number of factors that can impact this statistic, from online marketing to economic conditions to social networking. Analyze call forecasting data to uncover trends and over time these forecasts should zero in more accurately numbers. Look at the following:
However, even in the best call centers there will never be 100% accuracy in forecasting. The number of variables from day to day, and week-to-week, as well as unexpected scheduling changes, can all affect how a workday varies from projections. When this happens it is important to drill down to find the reasons for the variations, and factor them in to future forecasts.
Measuring the level of accuracy in your call center forecast requires more than just calculating workload percentages. Take a typical week where the Monday forecast was 12% under actual call volume, Tuesday was 8% under, and the remaining three weekdays were all 8% over. When those numbers are run the result would be an overall weekly forecast variance of 4%.
Sounds pretty good – but it doesn’t recognize how customer service may have suffered on Monday and Tuesday by an insufficiently staffed call center. Or even more, how Monday morning between 9am and 11:30am there was even a bigger The lesson here is to be aware how instances of overstaffing and understaffing can cancel each other out, resulting in a forecasting picture that looks more favorable than it is.
Forecasting can be rendered more accurate through the use of a simple standard deviation approach, and by examining intra-day forecast accuracy as well as just how close the daily or weekly numbers compared to the forecast.
Of course, the ability to forecast schedules is dependent on the ability to forecast call volume. The challenge here is the number of factors that can impact this statistic, from online marketing to economic conditions to social networking. Analyze call forecasting data to uncover trends and over time these forecasts should zero in more accurately numbers. Look at the following:
- Forecast in 15, 30 or 60 minute increments
- Look at daily, weekly, monthly or seasonal pattern
- Look for "special days" (holidays, sales promotion, payday, end of month, etc.)
- Look for external factors (weather, events, etc.)
- Plan for "internal" events such as marketing and social media campaigns, newsletters, company news, product launches, etc.
Thursday, April 18, 2013
Creating a Call Center Staffing Roster
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| Graphical Roster: Required - Scheduled - Assigned |
It’s a process that begins with the forecast, an estimate of the number of calls that will be received, and the number of agents necessary to handle these calls in an efficient manner. Staffing follows the forecast, as management decides how many agents are needed for a given day or shift, and which skill sets should be represented in that shift. Scheduling is the process of matching shift profiles with forecasts to achieve service goals.
Once this data has been obtained it is time to focus on the roster, which matches employee availability to existing schedules or forecast data. Rosters will be determined by input data measuring:
- workload
- work handling units (skill teams)
- arrival patterns
- allowable shifts (shift profiles), and
- employee availability.
Another important consideration is managing resources as they relate to non-call activities, such as emails. A non-call roster can help with scheduling available agents with the right skills at non-peak hours to handle these important tasks.
Finally, rosters, like schedules, are not set in stone. Unexpected changes necessitate swapping agents, and increasing or decreasing the size of a shift based on outside circumstances. Workforce management software should allow for unlimited roster changes, so managers always have the flexibility they need to correctly allocate resources.
Tuesday, April 2, 2013
Workforce Management Visualized with Dashboards
When it comes to workforce management (WFM), seeing is not only believing, it’s the fastest and easiest way to track status, progress, and real-time activity at a call center. Dashboards provide that visual display of call center data, providing insight into every key WFM process. Call center management rely on dashboards to improve efficiencies.
Forecasting
How accurate have your forecasting efforts proved? Both daily and long-term forecasts can be checked quickly through tables and charts on forecasting dashboards.
Scheduling
Review past call volumes to create tomorrow’s schedule. Find out who’s in, who’s on break and who’s on vacation. Accurate scheduling plays a vital role in meeting call center targets in performance and quality of service.
Adherence
Adherence alerts on the call center dashboard identify instances where scheduled activities vary from the current call center status.
Metrics
Besides forecasting, scheduling and adherence, other key WFM metrics that can be reviewed via dashboard include service levels, answer and abandon times, average handle times, average speed of answer, average talk time, and labor costs/staffing.
Of course, a workforce management solution will generate detailed reports on these topics and more, which will be invaluable in future planning. But dashboards provide an instant snapshot of what is happening at that very moment. There is no substitute for a clear visual display of configurable metrics to help manage the floor activity of the call center. For more visuals and videos about workforce management, please visit our demo center on our main website.
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| Workforce Management Dashboards |
Forecasting
How accurate have your forecasting efforts proved? Both daily and long-term forecasts can be checked quickly through tables and charts on forecasting dashboards.
Scheduling
Review past call volumes to create tomorrow’s schedule. Find out who’s in, who’s on break and who’s on vacation. Accurate scheduling plays a vital role in meeting call center targets in performance and quality of service.
Adherence
Adherence alerts on the call center dashboard identify instances where scheduled activities vary from the current call center status.
Metrics
Besides forecasting, scheduling and adherence, other key WFM metrics that can be reviewed via dashboard include service levels, answer and abandon times, average handle times, average speed of answer, average talk time, and labor costs/staffing.
Of course, a workforce management solution will generate detailed reports on these topics and more, which will be invaluable in future planning. But dashboards provide an instant snapshot of what is happening at that very moment. There is no substitute for a clear visual display of configurable metrics to help manage the floor activity of the call center. For more visuals and videos about workforce management, please visit our demo center on our main website.
Tuesday, March 26, 2013
Call Center Schedule Exceptions
Handling exceptions is a key component to workforce schedule compliance. Exceptions must be managed in a way the minimizes their impact on productivity and availability, since both will have a negative impact on service levels and also quality of service.
There are four types of exceptions:
Pre-planned
These would include vacation days, training days and work time spent on other necessities such as team meetings.
Unplanned
Sick days and downtime due to technical issues would qualify as unplanned exceptions.
Unplanned but pre-approved
These are schedule deviations initiated by management to maintain performance levels.
Unplanned and not pre-approved
These tend to be reactionary, caused by meetings that run long or added coaching sessions.
Regardless of the exception type, the goal remains the same – customer service consistency and meeting company goals for schedule adherence.
This can be achieved with workforce management software, which provides real-time adherence data that streamlines call center schedule exception tracking, making it easier for managers to maintain service levels, to know which agents are excepted at any given time (and the reason for the exception, whether it’s a day off or time spent in training) and to review reporting data. The solution should also provide an easier method for shift swapping, with management approval.
There are four types of exceptions:
Pre-planned
These would include vacation days, training days and work time spent on other necessities such as team meetings.
Unplanned
Sick days and downtime due to technical issues would qualify as unplanned exceptions.
Unplanned but pre-approved
These are schedule deviations initiated by management to maintain performance levels.
Unplanned and not pre-approved
These tend to be reactionary, caused by meetings that run long or added coaching sessions.
Regardless of the exception type, the goal remains the same – customer service consistency and meeting company goals for schedule adherence.
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| Call Center Schedule Exception Calendar |
This can be achieved with workforce management software, which provides real-time adherence data that streamlines call center schedule exception tracking, making it easier for managers to maintain service levels, to know which agents are excepted at any given time (and the reason for the exception, whether it’s a day off or time spent in training) and to review reporting data. The solution should also provide an easier method for shift swapping, with management approval.
Tuesday, March 12, 2013
Call Center Agent Shift Swapping
Shift swapping is an inevitable occurrence at every call center, and is one of the more significant agent staffing challenges that management must oversee.
In general, allowing agents to swap shifts solves more problems than it creates. With this arrangement, agents have more control over their working hours, and that flexibility can encourage employee loyalty.
However, if this privilege is abused, it can lead to staffing confusion, lower productivity, a shortage of agents for unpopular shifts, and inconsistent customer service.
Agent Staffing Solutions
While shift swapping should be offered as an option, some center without the right processes in place try to discourage this. They achieve this by built-in incentives for agents to work the shifts to which they are assigned, and by limiting swaps to, say, three a month or five in each quarter.
Call centers should have a reliable process in place that tracks shifts and instances of shift swapping. This will not only make the process easier for agents and management, it provides managers with insight into which agents may be abusing this privilege, and how working different shifts impacts an agent’s job performance.
While some last-minute shift swaps are unavoidable, as emergencies do happen, a center should require that agents request swaps at least three or five days in advance. That way, managers can adjust schedules accordingly so productivity is not impacted. For example, if an agent who is particularly adept at handling customer complaints swaps shifts with an agent who is not as qualified in this situation, the call center may wish to bring in another agent from a different shift with that same specialty.
The ultimate objective is to satisfy the needs of the center and the needs of the employees, and to make any staffing changes as convenient as possible.
The Role of Workforce Management Software
Shift swaps are yet another function that should be handled through a workforce management solution - through a simple self-service tool that includes shift bidding. An effective system will allow agents to search for shifts to swap, and instantly know if there is a conflict with their arrangement. Supervisors will then have the ability to approve or reject the swap request, and find out if there are any issues with weekly minimum or maximum restrictions on work hours should the swap be approved. To learn more about agent shift swapping and supervisor collaboration, please follow this link to our main website.
With effective workforce management, the system that allows shift swaps should be efficient, transparent and controlled by management with the limitations necessary to maintain service standards.
In general, allowing agents to swap shifts solves more problems than it creates. With this arrangement, agents have more control over their working hours, and that flexibility can encourage employee loyalty.
However, if this privilege is abused, it can lead to staffing confusion, lower productivity, a shortage of agents for unpopular shifts, and inconsistent customer service.
Agent Staffing Solutions
While shift swapping should be offered as an option, some center without the right processes in place try to discourage this. They achieve this by built-in incentives for agents to work the shifts to which they are assigned, and by limiting swaps to, say, three a month or five in each quarter.
Call centers should have a reliable process in place that tracks shifts and instances of shift swapping. This will not only make the process easier for agents and management, it provides managers with insight into which agents may be abusing this privilege, and how working different shifts impacts an agent’s job performance.
While some last-minute shift swaps are unavoidable, as emergencies do happen, a center should require that agents request swaps at least three or five days in advance. That way, managers can adjust schedules accordingly so productivity is not impacted. For example, if an agent who is particularly adept at handling customer complaints swaps shifts with an agent who is not as qualified in this situation, the call center may wish to bring in another agent from a different shift with that same specialty.
The ultimate objective is to satisfy the needs of the center and the needs of the employees, and to make any staffing changes as convenient as possible.
The Role of Workforce Management Software
Shift swaps are yet another function that should be handled through a workforce management solution - through a simple self-service tool that includes shift bidding. An effective system will allow agents to search for shifts to swap, and instantly know if there is a conflict with their arrangement. Supervisors will then have the ability to approve or reject the swap request, and find out if there are any issues with weekly minimum or maximum restrictions on work hours should the swap be approved. To learn more about agent shift swapping and supervisor collaboration, please follow this link to our main website.
With effective workforce management, the system that allows shift swaps should be efficient, transparent and controlled by management with the limitations necessary to maintain service standards.
Monday, January 28, 2013
Call center schedule exception handling made easy
Every day call centers have to deal with exceptions and find a way to minimize the impact on their schedule and service level. There are either planned exceptions such as planned time-off and planned training sessions, or mid-day exceptions that are typically not planned. Let's take a look at some examples and describe how to deal with those.
Complete schedule integration ensures the center will be appropriately staffed if the time off is approved and that you will continually meet service levels. Exceptions can be scheduled far into the future or recorded as recurring exceptions. The Exception Planner has also support for mid-day exceptions too, taking them into account when choosing shifts and scheduling breaks and lunches. A manager can easily schedule an agent to attend a training meeting from 11:00 - 1:00 on the second Friday of every month, or set up a rotating schedule where agents have different days off on alternate weeks. The exception calendar enables managers to see how existing exceptions affect their staff availability. They can select any set of dates from the year and see agent requirements and availability, along with the number of exception hours, broken down both by agent and exception type. This tool is particularly useful when deciding whether or not to grant a vacation request.
Efficient and effective management of exceptions is crucial to achieve and maintain your service level. If you would like to learn more, feel free to watch a demo about intra-day schedule management or contact us.
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| Example: Schedule a meeting with multiple agents while minimizing impact on service levels |
- Agents call in late
- Agents leave early for emergency
- Agents leave early with vacation time
- Agents in training session
- One on one meeting with supervisor
- Multiple agent meeting with supervisor
- Agents staying late for overtime
Complete schedule integration ensures the center will be appropriately staffed if the time off is approved and that you will continually meet service levels. Exceptions can be scheduled far into the future or recorded as recurring exceptions. The Exception Planner has also support for mid-day exceptions too, taking them into account when choosing shifts and scheduling breaks and lunches. A manager can easily schedule an agent to attend a training meeting from 11:00 - 1:00 on the second Friday of every month, or set up a rotating schedule where agents have different days off on alternate weeks. The exception calendar enables managers to see how existing exceptions affect their staff availability. They can select any set of dates from the year and see agent requirements and availability, along with the number of exception hours, broken down both by agent and exception type. This tool is particularly useful when deciding whether or not to grant a vacation request.
Efficient and effective management of exceptions is crucial to achieve and maintain your service level. If you would like to learn more, feel free to watch a demo about intra-day schedule management or contact us.
Monday, January 14, 2013
Call center training schedule - how to fit into your workforce planning?
There is never enough time in a day, right? Call center managers know that, they also know that training of call center agents is important, but when? In the morning, or later in the shift or in between? Planning and scheduling training can be a challenge. You need enough time for an effective training, while also trying to maximize available resources for taking calls. Here are some ideas and tips on how to plan and schedule trainings as part of the overall call forecasting, staffing and workforce planning process:
- Be ready for adhoc training sessions: Have training plans and material ready for times with lower call volumes than expected. This time can then be used in a more productive way through an adhoc training. This works especially well for non-critical and non-time sensitive trainings.
- Include training into schedule: Critical training sessions should be included into the overall scheduling process, just like any other call and non-call related activities. You can read more about how to schedule all activities in this post.
- Find "time pockets" in schedule: Overlapping shifts and the combination of part and full-time workers often result in "time-pockets" of over-staffing throughout the day. Again, these time-pockets can be used to schedule short training sessions.
- Interactive online trainings: Certain types of trainings can be delivered as interactive or video sessions that individual agents can use whenever there is time, right from their seat.
Sunday, November 18, 2012
Call center staffing models and scheduling tips
Besides the key staffing and scheduling question about how many agent you need at any given time, you also need to think about what agent skills and expertise you need at specific times and types of calls. Here are a few things to consider when planning your call center staffing and schedule:
Ranking of agents
Ranking of agents
- Creating a schedule by agent rank can be very effective in reducing costs and increasing sales.
- Rank according to call completion time, calls per hour, call quality, customer satisfaction or other performance measures.
- Studies have shown that a good relationship with colleagues drives motivation and performance.
- Your schedule should leverage this by teaming up the “right" people.
- The productivity gain from giving each agent two skills could easily be 10-15%.
- The importance of multi-skilled agents is that they form overlapping groups. For example, having one group that can handle calls type A and B while another group takes calls type C and D, can be substantially improved by adding a group that is able to handle calls type B and C (or one of the other three combinations).
Thursday, November 8, 2012
How to improve schedule adherence and get it to the next level
Even with schedule adherence tracking in place, one remaining challenge is often the fact that agents can have so many different non-call tasks, exceptions and states that standard WFM solution are not able to plan for and monitor. That's where Advanced Schedule Adherence comes in. It enables supervisors and call center managers to create custom states and rules to match their unique center needs. Here are a few examples:
- Create custom states for call wrap-up, special after call work, outbound preparation and other activities
- Establish thresholds for each state that indicate how much time is considered “in adherence”.
- Define which states are included or not included in the agent adherence calculation
Tuesday, October 2, 2012
Call center schedule adherence definition, impact and tips for improvement
This blog has published many articles and advice on call center schedule adherence and this topic seems to be on top of the list for many call center managers because we see a lot of interest. So, here is another summary of the top articles about schedule adherence for you:
- The advantages of real-time schedule adherence in your call center
- What is schedule adherence and why is it important in the call center?
- What does lack of schedule adherence cost a call center?
- 5 Strategies to improve call center schedule adherence
- What is advanced real-time schedule adherence?
- Call center shrinkage - why does it get more difficult to manage?
- Important call center metrics: schedule adherence
Friday, September 7, 2012
Call center forecasting and scheduling tips and best practices
The following is a list of practical tips, tricks and best practices
on how to better forecast call volumes and more effectively schedule your call center team:
- Why is forecast accuracy important?
- How to improve forecasting with forecast simulation tools
- How to forecast special days
- How to address changes in call volumes during the day with intra-day forecasting
- How to forecast for multiple channels
- Why you need to include all agent activities into the schedule
- How to include part-time and flex-workers into your schedule
- When to use scheduling spreadsheets
- Ideas on implementing a flexible shift model
- What is real-time schedule adherence
- How to improve schedule adherence
Monday, August 27, 2012
7 Reasons for Call Center Forecasting and Scheduling in the Cloud
Almost everyday, you can read analyst reports and magazine articles about the adoption of cloud-based solution in all areas of business, including call center forecasting and scheduling. Here are 7 reasons why companies move to the cloud:
- Easier to use: Cloud-based solutions are designed to be easy to use for fast adoption, without a lot of training. Think ROI!
- Lower investment: Traditional software requires a substantial upfront investment for software licenses, hardware and additional software. The cloud model eliminates that.
- Faster implementation: Have you experienced long and painful software implementation projects? Cloud-based software has changed this. Instant account creation and easy configuration and self-service makes it possible to roll-out and use solutions in weeks.
- Less maintenance: The IT team in your company has to make sure that the software is working, servers are running, do back-ups, etc. Again, with cloud, this is all done by the solution provider.
- Always newest version: Do you use an older software version simply because it is too expensive or too painful to upgrade? Typically, cloud solutions automatically deploy new features and versions. Customer can easily take advantage of new functionality.
- Access from anywhere: Do you have call centers at multiple locations and a pool of flexible home agents? Providing a consistent infrastructure is a challenge. Cloud computing delivers “software” over the Internet - it's easier to deploy, more consistent and easier to use and support.
- More flexibility and scalability: As you grow your call center and as your needs change, it is often easier to add functionality, capacity and additional modules using the cloud model.
Friday, August 3, 2012
The advantages of real-time schedule adherence in your call center
Real-time schedule adherence functionality continuously monitors and records the real-time status of your staff to show which agents are on the phone and which ones are not, so you can quickly take corrective action to streamline workflow processes. Call center schedule adherence screens display when agents are available for calls and when they take their lunches and breaks based on predetermined schedules.
A manager can easily compare planned agent activity to actual activities throughout the day, and can see the real-time status of each agent against the planned activity. Intra-day management features provide real-time views of forecasted, actual, and predicted call volumes, handling times, and other key performance indicators. You get alerts when agents are out of adherence, enabling you to adjust schedules accordingly, begin live monitoring, or record calls for future training sessions. Here are some key capabilities:
A manager can easily compare planned agent activity to actual activities throughout the day, and can see the real-time status of each agent against the planned activity. Intra-day management features provide real-time views of forecasted, actual, and predicted call volumes, handling times, and other key performance indicators. You get alerts when agents are out of adherence, enabling you to adjust schedules accordingly, begin live monitoring, or record calls for future training sessions. Here are some key capabilities:
- Monitor agent status in real-time
- Receive instant alerts for out-of-adherence states
- View agent exceptions in real-time and approve or deny them in one-minute increments
- Monitor and analyze key performance indicators and trends to reforecast, reschedule, and adjust staffing
- Track and compare forecasted and actual center statistics schedule overtime or time off during high and low call volume situations
- Evaluate adherence and take action to improve performance
Wednesday, July 25, 2012
5 Strategies to improve call center schedule adherence
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| Download whitepaper |
One of the biggest challenges of running a call center is making sure that employees adhere to their schedules. Applying a strategic approach to improving adherence is crucial for contact centers struggling with rising costs, low service levels, and low customer satisfaction. This whitepaper summarizes five strategies to help boost agent adherence in your call center.
- How to quantify the cost and service implications of missing staff
- Learn about options for setting adherence performance goals
- How to identify the reasons why staff don't adhere to the schedule plan
- How to develop reward and consequence programs that support adherence goals
- How to effectively track, monitor and measure adherence
Wednesday, July 11, 2012
Top 5 call center forecasting & scheduling articles for first half of 2012
We have seen tremendous interest in our Call Center Workforce Management blog over the last 6 months. We just compiled a list of our top blog posts based on page views. We also noticed that there was a lot of interest in "schedule adherence". This still seems to be one of the key challenges for call centers. Here is the top 5 list in case you missed some of the articles:
- What is schedule adherence and why is it important for a call center?
- Call forecasting and call center scheduling spreadsheets? A few considerations.
- Contact Center scheduling and call forecasting overview
- Important call center metrics: Service Level
- Workforce Management: How to move from "reactive" to "pro-active" call center performance management
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