Planeación de horarios durante la temporada de festividades: ¿estás listo para la época más maravillosa del año?

La temporalidad de festividades del Q4 ha llegado, ese momento del año cuando las demandas puestas sobre el equipo de Workforce Management (WFM) presentan más retos. Llegan uno tras otro: Acción de Gracias, Black Friday, Cyber Monday, Navidad, Hanukkah, Kwanzaa y Año Nuevo, cuando los centros de contacto deben equilibrar los extremos de lo que quieren los clientes y lo que quieren los agentes.

En nuestra lista de deseos para este blog: consideraciones de planificación específicas que pueden ayudar a su equipo de WFM a lograr ese equilibrio esencial y ganar la temporada navideña del Q4.

Su equipo de WFM (el regalo que sigue dando)

Hasta el peor Grinch de un contact center tiene que reconocer el papel fundamental del equipo de WFM durante las fiestas. Su experiencia y sus conocimientos en la resolución de problemas desempeñan un papel fundamental a la hora de determinar si las vacaciones de un contact center serán felices y brillantes o se convertirán en una Navidad azul.

No se trata sólo de satisfacer las demandas de los clientes, sino también de garantizar que sus agentes dispongan de la flexibilidad necesaria para pasar tiempo con sus familias. No se necesita la magia del Winter Warlock para que tanto los clientes como los agentes estén contentos: una planificación y una comunicación adecuadas pueden hacer que funcione.

Analicemos cuatro categorías clave que le guiarán a lo largo del proceso: Pronósticos, Planificación, Tecnología y Coordinación con otros Departamentos.

Pronósticos (No todas las festividades son iguales)

Los pronósticos son la base del éxito del cuarto trimestre. Revise los volúmenes de las fiestas anteriores, las mermas y cualquier cambio en el comportamiento de los clientes durante la temporada. En estos tiempos de cambio, compare los datos de varios años para crear un pronóstico más preciso. Recuerde que no todas las fiestas tienen el mismo impacto previsible.

El Día de Acción de Gracias es normalmente más fácil de predecir ya que es un jueves, al igual que se sabe en qué días caen el Black Friday y el Cyber Monday. Sin embargo, la fecha real de Acción de Gracias cambia, y si su sector tiene ventas a final de mes, puede que se encuentre en un entorno promocional de Cyber Monday + Fin de Mes. Navidad y Año Nuevo también son un reto para proyectar con los días flotantes y los días observados que van junto con ellos, impactando el volumen de diferentes maneras dependiendo del día de la semana en que caen, y cómo cambia de año en año. La clave está en considerar cómo los días festivos pueden ser los mismos año tras año, y cómo pueden cambiar en función de las nuevas promociones.

Programación (Una cucharada de azúcar ayuda a bajar la OT)

La comunicación efectiva es clave cuando se trata de programar durante las vacaciones. Comience por comunicar su plan de programación con antelación y hágalo repetidamente para asegurarse de que todo el mundo está de acuerdo. Si su centro de contacto está abierto en un día festivo y el volumen es menor, solicite voluntarios entre sus agentes para cubrir la base y luego asigne las horas restantes, que normalmente recaerán en los agentes de menor antigüedad, pero recuerde prever una reducción mayor para los agentes que no se ofrecieron voluntarios.

Si su centro cierra un día festivo, considere la posibilidad de trasladar a los empleados que normalmente tienen previsto trabajar ese día a uno de sus días libres entre semana. De este modo, podrá utilizar más horas de personal sin incurrir en horas extraordinarias.

Para tener en cuenta un mayor volumen después de las vacaciones, añada horas a los horarios de los días siguientes.  Por ejemplo, si cierra el lunes, añada 2 horas a los horarios de los agentes el martes y 2 horas el miércoles antes o al final de los turnos.  Sí, es como las horas extras obligatorias, pero incluir las horas extra en la programación de vacaciones y explicar la razón por la que es inevitable siempre es útil.

Insista a sus stakeholders en que el trabajo en equipo es vital para superar las festividades, y que una cantidad manejable de dolor por parte de todos los miembros del equipo ayudará a evitar que se acumule una cantidad insoportable de horas extras en unos pocos agentes desafortunados.  Además, asegúrese de tener en cuenta cualquier restricción estatal o laboral/sindical a la hora de realizar cambios.

No es mala idea mantener un exceso de personal para hacer frente a picos de volumen inesperados. Esto le permite ofrecer Tiempo Libre Voluntario (Voluntary Time Off or VTO) como forma de gestionar la carga de trabajo sin tener que recurrir a las horas extraordinarias o hacer un esfuerzo de última hora para obligar a los agentes a trabajar más horas. Si aún no lo ha hecho este año, considere la posibilidad de realizar ofertas anuales de vacaciones en el futuro para ayudar a repartir equitativamente la carga de horas extra entre sus agentes. Rote anualmente las asignaciones de vacaciones para evitar que los empleados trabajen los mismos días festivos cada año.

Tecnología

La colaboración con sus equipos de telecomunicaciones y TI es crucial para garantizar que su centro tenga la capacidad de gestionar el volumen de contactos previsto en los días punta. Si su centro utiliza troncales SIP basadas en la nube que ofrecen la elasticidad necesaria para gestionar automáticamente los picos, es increíble, pero asegúrese de que su infraestructura puede gestionar el aumento del volumen de contactos. Un ejemplo real de uno de los miembros del equipo de diseño de llamadas fue un lunes después de Acción de Gracias en el que el centro de contacto se quedó sin licencias de Citrix y los agentes no pudieron iniciar sesión para atender llamadas de voz.

Prepárese para un volumen elevado incorporando mensajes en su IVR para notificar a los clientes los posibles tiempos de espera prolongados; esto también puede ayudar a desviar las llamadas a otros canales si están disponibles. La comunicación regular con su departamento de TI también puede ayudarle a estar al tanto de cualquier congelación de la tecnología de TI prevista para finales de año.

Además, asegúrese de aprovechar al máximo la funcionalidad de cara al agente y al supervisor que debe ofrecer su software de WFM: comunicar los últimos cambios de horario a los teléfonos móviles de los agentes les mantiene al tanto de cualquier cambio repentino que el equipo de WFM tenga que hacer, incluso si los agentes no están conectados. La capacidad de enviar ofertas automatizadas de VOT/VTO en cualquier momento es extremadamente útil, y la capacidad de procesar estas solicitudes automáticamente permite al equipo de WFM responder rápidamente, lo que es crucial durante un cambio repentino en el volumen de contactos.

La oferta de turnos flexibles (shift bidding) puede ayudar a que esas 2 horas extra añadidas a su horario pasen de ser obligatorios (que no sólo son desmoralizadores, sino que además podrían distribuirse de forma desigual accidental, haciendo que algunos agentes se sientan injustamente aprovechados) a experiencias más voluntarias que permitan a los agentes que quieran horas extra elegir solicitarlas cuando estén disponibles.

Por último, las capacidades de previsión What-If son una herramienta extremadamente valiosa para permitirle hacer planes de contingencia para: la posibilidad de cambios repentinos de volumen o AHT y los beneficios de desviar llamadas a canales digitales.

Coordinación (sharing is caring)

La comunicación eficaz con otros departamentos es vital. Manténgase en sintonía con su equipo de marketing y ayúdeles a comprender el impacto de las campañas de marketing que aumentan el volumen de ventas durante las temporadas de gran volumen. También debe coordinarse con Formación y Recursos Humanos para asegurarse de que completan cualquier formación necesaria para los empleados antes de las vacaciones.

Identifique y busque recursos formados disponibles que puedan estar de guardia para apoyar al centro de contacto en caso necesario. Los supervisores, formadores y empleados de back-office pueden servir de apoyo para diversos tipos de contactos con los clientes.

Los sectores de las aerolíneas y el comercio minorista han puesto de relieve la necesidad de planificarse a uno mismo y a sus socios antes de la temporada de vacaciones y rebajas, especialmente si hay socios de BPO implicados. Además de garantizar la exactitud de las previsiones, es necesario asegurar una dotación de personal adecuada, tanto interna como externamente. Los socios de BPO deben ser notificados lo antes posible sobre el personal que se requiere de ellos para que puedan llevar a cabo la contratación y la formación adecuadas para la demanda adicional.

¿Deprimido por el frío? Ponte en contacto con nosotros

La mayoría de los que trabajamos en Call Design sabemos perfectamente cómo se siente el equipo de WFM en esta época del año. Si este año ha recibido carbón en su calcetín de WFM, estamos aquí para ayudarle. Póngase en contacto con nosotros si necesita ayuda para enfrentarse a los retos de previsión y programación que surgen en el cuarto trimestre.

-Asombrosos consejos de Kary Horsley, con la ayuda de Ken Tse y Nathan Hollman. Traducción al español por Rosy Barrera.

Holiday Season Scheduling: Are You Ready for The Most Wonderful Time of the Year?

The Q4 holiday season is here, that time of year when the demands placed on the Workforce Management (WFM) team are the most challenging. One after another they come: Thanksgiving, Black Friday, Cyber Monday, Christmas, Hanukkah, Kwanzaa, and New Year’s Day, when contact centers must balance the extremes of what customers want and what agents want.

On our Wish List for this blog: specific planning considerations that can help your WFM team strike that essential balance and win the Q4 Holiday Season.

Your WFM Team (The Gift that keeps on giving)

Even the worst Grinch in a contact center has to acknowledge the pivotal role of the WFM team during the holiday season. Their expertise and problem-solving insights play a huge part in determining whether a contact center’s holidays are Happy and Bright or will become a Blue Christmas.

It’s not just about meeting customer demands; it’s also about ensuring that your agents have the flexibility to spend time with their families. You don’t need Winter Warlock magic to make both the customers and the agents happy— proper planning and communication can help make it work.

Let’s dive into four key categories that will guide you through the process: Forecasting, Scheduling, Technology, and Coordinating with other Departments.

Forecasting (Not all holidays are the same)

Forecasting is the foundation of a successful Q4 season. Review previous holiday volumes, shrinkages, and any changes in customer behavior during the season. In these times of change, compare data from multiple years to create a more accurate forecast. Remember that not all of the holidays have the same predictable impact.

Thanksgiving is normally easier to predict since it’s a Thursday, just as you know what days Black Friday and Cyber Monday fall on. However, the actual date of Thanksgiving changes, and if your industry has end-of-month sales, you may be looking at a Cyber Monday + EoM promotional environment. Christmas and New Year’s are also challenging to project with the floating days and the observed days that go along with them, impacting volume in different ways depending on the day of the week they fall on, and how it changes from year to year. The key is to consider how the holidays may be the same year-over-year, and how they may change based upon new promotions.

Scheduling (A spoonful of sugar helps the OT go down)

Effective communication is key when it comes to scheduling during the holiday season. Start by communicating your scheduling plan early and do it repeatedly to ensure everyone is on the same page. If your contact center is open on a holiday and the volume is lower, solicit volunteers among your agents to cover the base and then assign the remaining hours—usually these will fall on lowest-tenure agents, but remember to plan for higher shrinkage for the agents who didn’t volunteer.

If your center is closed on a holiday, consider moving employees normally scheduled to work on that day to one of their off days during the week. This approach allows you to utilize additional staffed hours without incurring overtime rates.

To account for higher volume post-Holiday, add hours to schedules on the days following.  For example, if you are closed on Monday, add 2 hours to agent schedules on Tuesday and 2 hours on Wednesday before or at the end of the shifts.  Yes, it’s like mandatory OT, but wrapping the extra hours in with Holiday Scheduling and explaining the reason why this is unavoidable are always helpful.

Emphasize to your stakeholders that a team effort is vital to navigating the Holiday Season, and a manageable amount of pain from everyone on the team will help to avoid an unbearable amount of OT piling up on a few unfortunate agents.  Also, make sure to take into consideration any state or labor/union restrictions when making changes.

It’s not a bad idea to maintain excess staffing to handle unexpected volume spikes. This allows you to offer Voluntary Time Off (VTO) as a way to manage workloads without resorting to overtime or scrambling at the last minute to force agents to work extra hours. If you haven’t already done it this year, consider conducting yearly holiday bids in the future to help distribute the burden of extra hours fairly among your agents. Rotate holiday assignments yearly to prevent employees from working the same holidays each year.

Technology (No fast busies!)

Collaboration with your Telecom and IT teams is crucial to ensure that your center has the capacity to handle the expected contact volume on peak days. If your center uses cloud-based SIP trunking that offers the elasticity needed to automatically handle spikes, that’s amazing, but make sure your infrastructure can handle the increased contact volume. A real example from one of the Call Design team members was a Monday after Thanksgiving where the contact center ran out of Citrix licenses and agents could not log in to take voice calls!

Prepare for high volume by incorporating messages in your IVR to notify customers of potential long hold times; this can also help deflect calls to other channels if available. Regular communication with your IT department can also help keep you aware of any IT technology freezes scheduled for the end of the year.

Also, be sure to take full advantage of the agent- and supervisor-facing functionality that your WFM software should offer: communicating the latest schedule changes to agents’ cell phones keeps them aware of any sudden changes the WFM Team has to make, even if the agents are not online. The ability to push out automated VOT/VTO offers at a moment’s notice is extremely helpful, and the ability to process these requests automatically allows the WFM Team to respond quickly, which is crucial during a sudden contact volume change.

Flexible shift bidding can help turn those 2-extra-hours-to-your-schedule additions from mandatory edicts (which are not only demoralizing, but also might accidentally be distributed unevenly, making some agents feel unfairly taken advantage of) to more voluntary experiences that allow agents who want extra hours to choose to apply for them when they are available.

Lastly, What-If forecasting capabilities are an extremely valuable tool to allow you make contingency plans for: the possibility of sudden volume or AHT changes and the benefits of deflecting calls to digital channels.

Coordinating (Sharing is caring)

Effective communication with other departments is vital. Be in sync with your Marketing team and help them understand the impact of volume-increasing marketing drops that are timed during high volume seasons. You should also coordinate with Training and HR to be sure they complete any required employee training before the holidays.

Identify and source available trained resources that can be on-call to support the contact center if needed. Supervisors, trainers, and back-office workers can serve as backup support for various types of customer contacts.

The airline and retail industries have highlighted the need to plan for yourself and your partners in advance of the holiday and sale season, especially if there are BPO partners involved. As well as ensuring forecast accuracy, there’s the need to ensure adequate staffing both internally and externally. BPO partners should be notified as early as possible about the staffing required from them so they can conduct appropriate hiring and training for additional demand.


Snow Miser Got You Down? Contact us!

Having lived through it ourselves, most of us here at Call Design know exactly how the WFM Team feels at this time of year. If you got coal in your WFM stocking this year, we’re here to help. Contact us if you need support facing the forecasting and scheduling challenges that come around in Q4.

-Amazing advice by Kary Horsley, with assistance from Ken Tse and Nathan Hollman. Rankin/Bass references by Shawn McCormick

Dan and Shawn Chat About the Role of Tech in EX/CX

In a world where cutting-edge technologies have become commonplace, it’s no surprise that the business landscape is evolving rapidly. Dan Smitley and Shawn McCormick get into the heart of this transformation in a recent conversation.

The buzz around Employee Experience (EX) and Customer Experience (CX) isn’t just a passing trend; it’s a pivotal shift that’s here to stay. But what’s driving this movement, and how is it shaping the way businesses operate? Keep reading if you’re curious about the driving forces behind the EX/CX revolution and how technology can enhance the human element in the workplace.

Dan Smitley: Shawn, why are EX and CX such hot topics?

Shawn McCormick: The buzz around EX/CX topics right now can be attributed to a few key factors. In today’s tech-driven world, many once-cutting-edge technologies have become quite commonplace. Chatbots and AI solutions are almost a dime a dozen now.

However, when everyone in the industry has access to similar tools, the question arises: how can a company distinguish itself? This is where the significance of EX and CX comes into play. With the increasing prevalence of remote work and an abundance of choices, both customers and employees have become discerning consumers. They expect exceptional service, rapid responses, and seamless experiences. Waiting four days for a shipping update, for example, can feel like an eternity in our fast-paced world.

The barriers to entry have significantly diminished, leading to heightened competition. So, the key is differentiation – how can a business retain customers and ensure the satisfaction and well-being of its employees? Happy customers and fulfilled employees often translate into repeat business and sustained profitability.

Dan: Is the growing emphasis on EX/CX simply a generational thing? You know, with all the talk about Millennials and Gen Z, the perception sometimes is that they’re entitled and want everything handed to them on a silver platter.

Shawn: I wouldn’t dismiss it as a generational issue so easily. If you look at the research on work attitudes, service expectations, and even political outlooks, you’ll find that it’s not as simple as labeling these younger generations as entitled.

Let’s consider the facts. Gen Z and millennials are already decision-makers and consumers. They’re shaping the market, and their preferences matter. But here’s the kicker: their desires aren’t solely about entitlement. They seek meaningful work, a balanced work-life equation, and a personalized customer experience.

The resurgence of the labor movement this summer and the calls for narrowing the wage gap between upper management and entry-level employees are signs of these evolving expectations. Young and old generations alike are tired of repetitive tasks that could be automated and yearn for jobs that provide purpose and intellectual challenge.

So, it’s not just about catering to a particular generation; it’s about meeting the evolving needs and expectations of today’s workforce and consumers. And trust me, these changes are not confined to the young. Even as a Gen Xer, I’ve come to value these shifts in priorities, and I don’t think I’m alone in that.

Dan: I hear you saying that improving EX and CX is here to stay, and the bar has been set high. But I’m particularly curious about its impact on the contact center. How has this shift, which maybe we can call a movement, uniquely influenced the contact center environment?

Shawn: On the customer side, the demand for personalized service across multiple channels is undeniable. While some vendors may proclaim that omnichannel is dead, I believe that having the flexibility to meet customers where they want to be met is essential.

However, we should take a critical look at certain strategies, like “call deflection.” While the goal of reducing the number of phone calls is understandable, the philosophy behind avoiding direct customer interaction needs reevaluation. Why would any organization want to distance itself from its customers? The goal should be to offer personalized, value-added service, not just cost-cutting measures.

The good news is that technology is catching up to these expectations. Responsible AI vendors are exploring ways to personalize customer experiences, reduce average handle times (without rushing customers), minimize transfers, and enhance overall satisfaction. We’re at an inflection point where technology can empower both employees and customers.

However, how companies deploy this technology matters. It’s a choice between enhancing customer experience or solely pursuing cost savings by replacing labor. This decision will shape their future success, and it applies to employees as well. People don’t wake up aiming to do a terrible job; they often become disengaged due to a lack of tools and knowledge.

With knowledge management tools and real-time analytics, employees can be informed, empowered, and less stressed. They deserve access to the information they need to provide excellent service. The technology exists, and it aligns with the desire for a relaxed, less stressful work environment where they can excel.

Dan: Shawn, you’ve highlighted the importance of knowledge accessibility in the employee experience and the role of technology in both CX and EX. However, I’m curious whether the CX and EX conversation is primarily technology-driven, or if there’s more to it. Is this truly just a technology movement?

Shawn: The desire for personalization and an improved experience is a fundamental human instinct. Technology is merely the tool that enables us to deliver on this desire. It’s not technology-driven; it’s technology-enabled.

A critical point to consider is that deploying technology without a clear purpose or plan is counterproductive. Just look at chatbots – if you deploy one without a clear understanding of why and how it serves your customers, it becomes another barrier between you and your customers.

The same principle applies to AI. Without a well-defined purpose and a guiding North Star focused on benefiting customers and employees, AI deployment can be futile. If you don’t care about your employees or if you don’t have a clear goal for AI in your organization, it won’t lead to success.

So, whether a company knows its guiding North Star or needs help discovering it, the key is to translate that vision into technology that aids in achieving the goal and supports the team. It’s not just about reducing headcount; it’s about creating better-trained, happier, and more loyal employees who can provide superior service.

Dan: It’s interesting that you see technology, particularly AI and automation, as tools to enhance the humanity in the workplace rather than diminish it. Many discussions in the industry suggest that AI will replace and dehumanize jobs. Can you elaborate on why your perspective differs from this prevalent narrative?

Shawn: Absolutely. Historically, every major technological advancement has raised similar concerns. For example, when Henry Ford introduced the assembly line, it disrupted the horse carriage manufacturing industry, causing people to lose their jobs. But this disruption also created new opportunities and transformed the workforce.

The fear of change is natural, and it requires change management and a thoughtful approach to help employees adapt. However, what’s often missed in these discussions is that when technology is implemented correctly, it can actually make work more human, not less.

Consider a contact center environment where agents face a constant grind of stressful calls, chats, and emails. In such a situation, where is the room for humanity? How can employees think about their culture, purpose, and worth in their jobs when they’re constantly overwhelmed?

If AI is used to relieve some of the burden, like summarizing calls and automating routine tasks, it benefits everyone. It saves time for agents, reduces customer wait times, and allows employees to focus on more meaningful interactions. This shift allows organizations to think about culture, career growth, and job satisfaction. It’s not just about squeezing more work out of employees; it’s about creating a workplace where people can thrive and find fulfillment.

So, while some may focus on the immediate gains in efficiency, forward-thinking organizations see the potential for AI to transform jobs into something more enjoyable and sustainable, rather than just a grind.

Dan: I was thinking and would love your thoughts on this. It’s clear to me that this isn’t just a generational shift, but there seems to be a broader technology enablement movement at play. I wonder how much of this shift is due to increased visibility. Glassdoor, for example, wasn’t a thing 15-20 years ago. Social media and platforms like LinkedIn now allow employees to not only air their grievances but provide critical feedback for everyone to see. This shift is tied to technology, and it’s giving people a voice they might not have had in the past.

Shawn: You’re absolutely right, Dan. The rise of platforms like Glassdoor and social media has given employees and customers a megaphone to share their experiences. It’s not just about generational differences; it’s about transparency and accountability. People have a platform to demand better treatment, both as employees and consumers.

Dan: It’s interesting how technology isn’t just shaping the way we work and serve customers but also how it’s giving people the power to expect and demand better experiences. It’s not solely a generational shift; it’s a broader societal transformation. And as we wrap up this conversation, I see a clear theme: technology is a tool, not the destination. It can enable us to reach new heights in employee and customer experience, but the key is thoughtful implementation.

Shawn: That’s a great way to sum it up. Technology is a means to an end, and that end is creating a workplace and customer interactions that are more fulfilling and human. It’s about achieving authentic, meaningful experiences for both employees and customers. It’s not just about having the technology; it’s about using it wisely to make work and life better for everyone.

If you’re interest in learning more about the connection between EX, CX, and AI you can check out Shawn’s whitepaper on the subject: The CX/EX Connection: Investing in Your Employees. Here he shares the latest research on EX and CX and gives a convincing argument as to why each organization should be looking to invest in their employees.

Curiosity and Consulting: How Mark Uren Helps Organizations Find Ideal Balance

Recently Dan Smitley sat down with some of our Sr. Consultants and talked through their unique experiences and perspectives. Sometimes it’s easy to be a consultant that simply stays behind the scenes and helps our customers, but we think they are pretty amazing people and we wanted to spotlight them for all of you. So, without further ado, here’s Dan’s conversation with Mark Uren.

Dan: Mark, let’s first start with your experience. Where have you worked and what roles have you held?

Mark: I’ve had the privilege of working in various executive roles, professional services, technology, and management consulting for over thirty years.  I’ve worked in Utilities, Media, Gaming, Local and State Government, Airlines and believe it or not I ran Australia’s largest specialist veterinary hospital. I’ve done strategy work including implementation; organizational development; operations; risk; process improvement you name it but my favorite work these days is strategy work.

Dan: You mentioned your experience management consulting but “consulting” means different things to different people. What do you mean by it?

Mark: I think there are two different types of consulting. Both are valuable and can help an organization and in fact, Call Design offers both types. The first is the type where the consultant comes in already knowing the answer. They are brought in for a very specific reason and a very specific problem. They have years of experience addressing that problem and already know how to solve it as soon as they land.

An example of this would be having a Call Design consultant come in and help a customer set up the Alvaria WFM platform for their business. The consultant would need to gain some knowledge from the business like the different queues, different groups of agents, etc., but for the most part, the consultant already knows how to properly set up the forecast groups and staff groups.

The second type of consulting is where you don’t already know the answer. You can still have years of experience and knowledge, but the customer has brought you in to address a unique challenge that they might not even be able to articulate. A great example is when I worked with a utility company in New Zealand. The CEO, who by the way was the best CEO I ever worked with (no offense to Michelle Gaffney), was explaining to myself and my counterpart what he needed help with. He went to the whiteboard and drew a circle, “This is what we are today”. He then drew a square over it “But maybe this is what we need to be tomorrow”. Then he erased the overlapping square and drew a couple of triangles off the core of the circle “Or maybe this is what we need to be.” He knew he needed help thinking through the strategic direction of the organization, but he couldn’t exactly articulate what he needed to help him get to the end, or even what the end looked like.

Dan: How do you even approach that? I mean, when a customer can’t articulate exactly how you’re supposed to help, how do you help them?

Mark: With curiosity. That really is the core of a good consultant, in my opinion. Sometimes a customer knows they aren’t heading in the right direction and simply need a new set of eyes. In those situations, the consultant needs to come in and ask as many questions as possible. They have to dig in to understand what’s working well, what needs some improvement, and what’s horribly off the rails.

Dan: That feels simple enough, but that also sounds huge. There are hundreds of things that could be horribly off the rails. How do you know where to focus?

Mark: It certainly can feel overwhelming but it really just comes down to balancing three priorities: the employees, the customer, and the finances. Some organizations do a great job of providing solid returns for their shareholders, but their customer loyalty is awful and their employee retention isn’t any better. Other organizations have great cultures and their employees feel engaged and taken care of at work, but the organization lacks structure and accountability and eventually has to shut down because they cannot turn a profit. Lastly, some organizations provide exceptional customer experience and have created great brand loyalty, but don’t take care of their employees and so their profit is minimized by the constant need to backfill staff.

Imagine a three-armed scale. One arm for customers, one for employees, and one for financial returns. When an organization is healthy and heading in the right direction all three are considered, taken care of, and intentionally looked after. But most of the time one, or multiple, of the arms are out of balance. The value of a consultant is that they can come in with fresh eyes and years of experience, look at the scales, and help an organization understand which arm they need to address in the right way. Not an overcorrection where the neglected arm is now because overly emphasized, but just enough of a focus to be in proper balance.

Dan: Mark, you have years of experience, natural curiosity, an ability to help organizations balance their priorities correctly, etc. and I guess my last question is simply, why work at Call Design? It seems like you could be working for one of the big consulting firms. So why work here?

Mark: Because Call Design North America truly believes in HEFA. At the core of this organization is a belief that employees have the right to be Happy, Engaged, Fulfilled, and Aligned at work. I get out of bed every morning knowing that I can help this organization spread that message and impact organizations. We might not be able to change the world, but we can help change contact centers. Those contact centers could help change organizations, and who knows maybe those organizations can help change whole industries. I work here because I believe in the mission that Michelle and the rest of the leadership team have set and I’m excited to help them improve the lives of their customers.

In the coming weeks we’ll share more about our consultants and their unique perspectives. To check out more information head on over to https://calldesignna.com/consulting to see some additional ways we’d love to help you organization. Feel free to reach out to us today and let us know if you need some fresh eyes to ensure your business properly balanced!

Revolutionizing WFM with HEFA: Call Designs Highlights from SWPP 2023 Conference

The Call Design team just got back from the SWPP annual conference, and as usual, it was one for the books! Our beloved hometown of Nashville once again played host to an event that left us both exhausted and excited. So, grab your Call Design branded popcorn and let’s dive into a quick recap:

Justin Robbins: Keynote Extraordinaire and Pizza Party Myth Buster!

Justin Robbins, the man with the golden insights, delivered another fantastic keynote helping us get unstuck, and owning our unwillingness to lead ourselves plays a big factor! He also shared his knowledge in a few breakout sessions, and guess what? Apparently, pizza parties aren’t always the answer to employee engagement! Who knew!? Justin’s ability to make us rethink our approaches left us hungry for more (and not just for pizza).

Tiffney Spicer and the DEI Panel: Owning Our Unconscious Bias

Our dear friend Tiffney Spicer took part in an amazing panel discussion on the importance of diversity, equity, and inclusion (DEI) in the world of WFM. They fearlessly tackled tough topics head-on and challenged all of us to confront our unconscious biases. We’re grateful for WFM leaders who push us to think differently and create a more inclusive environment. Kudos to Tiffney and the panel for sparking these vital conversations!

Dan Smitley’s Session: Self-Care in the WFM Jungle

Our very own Dan Smitley led a breakout session and shed light on the often-neglected topic of self-care in WFM. Let’s face it, WFM professionals wear many hats and juggle multiple responsibilities. It’s no wonder burnout lurks around the corner! Dan shared the importance of saying no, caring about our own burnout, and even shared some tips on investing in ourselves. 

Connecting, Laughing, and Sharing the Passion

The SWPP conference is always a blast! We cherished the opportunity to reunite with old friends, make new connections, and soak up the contagious energy of the WFM community. We share your passion for WFM and believe that it can go beyond simply maximizing staff and productivity. When done right, WFM can empower businesses, create exceptional customer experiences, and ensure the well-being of frontline agents. You don’t have to pick just one of those outcomes, you really can have all three!

At Call Design, we’re on a mission to help transform WFM teams into strategic partners who are improving lives, delivering outstanding customer experiences, and driving solid results for businesses. We firmly believe that employees have the right to be Happy, Engaged, Fulfilled, and Aligned (HEFA) at work. If you agree, or want to learn more, please reach out to us and let us know. WFM might be a hard career at times, but with a community like SWPP and partners like Call Design it can be transformational, and even fun sometimes!

– Dan Smitley

Sharing Your Passion – Notes from the Call and Contact Center Expo in Las Vegas

“As soon as I saw you I knew a grand adventure was about to happen.” ― A.A. Milne

One really exciting thing about meeting a person who shares your professional passion is the gravitational pull you feel towards each other. At a conference, it has to happen fast: with so many exhibitors to visit, it can turn into a blur—until you meet the people you really connect with. In spite of the noisy crowds, you are locked in on learning everything you can from a kindred spirit.

At last week’s Call & Contact Center Expo (CCCE) in Las Vegas, the Call Design team was privileged to introduce ourselves to a new audience of contact center professionals from across the spectrum of CC roles: Outbound specialists, AI developers, Quality and Speech Analytics experts, and BPO’s. It’s always gratifying to interact with industry trailblazers who are looking for the latest contact center technology. 

We’re Vibing, Right?

Meeting new people can be great, it’s really next-level to run across contact center folks who get as excited about Employee Experience and the human side of Workforce Management as we do.  The advances in technology on display were amazing, but our Call Design team got extra enthusiastic talking with EX/CX specialists about the ways that technology can make employees’ lives better. We bonded with new friends who have also made it their mission to create a supportive, welcoming, uplifting environment that allows their employees to envision a long-term working relationship. 

For many of the people who stopped by the Call Design booth, Workforce Management is something they’re familiar with, but not their direct responsibility. They may have thought of WFM as a numbers game, a machine whose only goal is efficiency and Big Brother style adherence tracking. But these folks were passionate about personalized Customer Experience and treating their employees well to support that goal of good CX. It was very satisfying to introduce them to the human-centric side of WFM and see their eyes light up in recognition of a people-first direction. 

Happy, Engaged, Fulfilled, and Aligned at Work!

Along those same lines, our own Dan Smitley presented a speaker session at CCCE titled: The Machines Have Taken Over – Now What? As a work culture champion and Call Design’s Strategy and Optimization Czar, Dan recognized that there were lots (lots!) of AI companies exhibiting and presenting at CCCE with a message about AI technologies that can do the work of human agents. Dan focused on the continuing importance of the human element, and why we should be focusing on developing soft skills now to prepare for the AI-assisted future. 

Quite a few of the people who came to the Call Design booth were seeking us out after Dan’s presentation resonated with them. If you wish you had been there to hear about maintaining humanity as AI becomes more prevalent in the Contact Center, you’re in luck! Dan is presenting on this topic for the Association of Customer Contact Professionals on May 18. 

One more plug for those of you who love people-focused content: If any of you are attending the SWPP Conference in Nashville in a couple of weeks, be sure to catch Dan’s speaking session at 11am Monday the 15th — Managing More Than Just Your Workforce: You’re Taking Care of Everyone Else, But Who’s Taking Care of You? 

I’ll Have That To Go

When we get back home from a trip like this and recover from the early morning flights, the Vegas crowds, and the extremely good food (pictured)– it can feel like reality starting to set back in. But while we certainly had email backlogs to work through, the Call Design team still feels inspired and renewed in our mission. Experiencing a shared passion with other professionals is a multiplier— it’s a motivational chain reaction that makes our individual fires burn even brighter. As we build relationships with other energized people, our network of experiences and talents grows. And we can’t wait to use that rich set of tools and expertise to create revolutionary change for our customers. 


OK, maybe you’re thinking that happiness at work is great, but you’re still running a business! What about some data to back up all the warm and fuzzy? We can help with that—if you’d like to see some real numbers that show how a people-first philosophy can work at work, get a copy of our latest whitepaper Investing in Your Employees.


We’re back in the office and ready to help solve your contact center problems! Contact us today to discuss how we can partner with you to create a more engaged, more fulfilled workforce. 

Shawn McCormick

Empowering Your Employees: Key Takeaways from SECC Regional Meeting

In a world where remote work is becoming increasingly common and the customer service industry is evolving at an unprecedented pace, it’s more important than ever for businesses to prioritize the employee experience. That’s exactly what we discussed at the recent Southeastern Contact Center (SECC) Regional Meeting in Knoxville, TN, which Call Design was proud to participate in.

The event was held on April 5th, and we were thrilled to be hosted by Ed Financial. The hosts and organizers did an outstanding job from start to finish. The pre-event messaging and communication were excellent, and the breakfast and welcome on the day of the event were lovely. It was clear that the coordinators had put a lot of thought and effort into the event, and we were excited to dive into the discussions.

After introductions, our very own Shawn McCormick spoke to the economic uncertainty we are all facing in the wake of the pandemic, politics, and economic considerations. He addressed the potential hesitation to focus on priorities that may have taken a back seat in recent months. We’re all slowly but surely understanding the significant impact of these factors, and that communication, collaboration, and agreement across leadership teams are more important than ever. This is where employee care and engagement come into play.

The topic of employee engagement is becoming increasingly important, and for good reason. Happy, engaged, fulfilled, and aligned employees are almost certain to set companies up for happy, engaged, fulfilled, and satisfied customers. This was the main point of discussion at the SECC meeting. We spent several hours discussing the importance of proactive investment of time and focus around both the employee/agent experience and the customer experience. The message was clear – companies that are nurturing and creating a culture that embraces these values will thrive, no matter what type of uncertainty comes their way.

Yesterday’s contact center wasn’t built for today’s world. As technology continues to evolve, so must our approach to employee care and engagement. Proactive investment and proactive care are truly the only option. We all left the SECC meeting feeling like technology has a heartbeat and that we will be better prepared having shared ways to manage new processes, new goals, new environments, and more. The messages of what is driving contact center success present day were very clear.

As we reflect on the SECC meeting and the discussions we had, it’s clear that employee experience must be a top priority for businesses in every industry. Here are just a few reasons why:

1. Employee engagement leads to better customer service.

When employees are engaged and motivated, they’re more likely to go above and beyond for customers. They’re invested in the success of the company and want to see it thrive. This, in turn, leads to happier customers who are more likely to remain loyal to the brand.

2. Employee engagement leads to higher retention rates.

When employees feel valued and engaged, they’re more likely to stick around for the long haul. This can save businesses a lot of money in the long run, as the cost of replacing an employee can be significant

3. Employee engagement leads to a better company culture.

When employees are happy, engaged, and fulfilled, the entire company culture benefits. This can lead to a more positive work environment, better communication, and more effective collaboration across teams.

As businesses continue to navigate the challenges of a post-pandemic world, employee engagement will only become more important. It’s not just a nice-to-have – it’s essential for success. At Call Design, we’re committed to helping businesses prioritize the employee experience and create a culture that supports employee well-being and engagement. We believe that by investing in your employees and empowering them to be their best selves, you can create a workplace that not only attracts top talent but retains it as well. By prioritizing the employee experience, companies can cultivate a sense of loyalty and dedication among their staff, leading to increased productivity, improved customer satisfaction, and ultimately, a stronger bottom line.

If you’d like to learn more about why you should prioritize employee engagement in your organization, we invite you to submit the form at this link: 

https://forms.office.com/r/PV3GvHFP1T

By submitting this form, you’ll receive a copy of Shawn’s white paper The CX/EX Connection: Investing in Your Employees which was the research foundation for his presentation at SECC. We’re confident that this resource will provide you with valuable insights and actionable strategies to help you create a workplace where employees feel valued, supported, and engaged. So let’s work together to make sure that every employee feels happy, engaged, fulfilled, and aligned at work – because that’s the key to success in today’s ever-evolving business landscape.

– Ann Baud

Where does ChatGPT fit into the Contact Center

Amazing, scary, or both? ChatGPT has created a firestorm of attention since it was made public last November, gaining one million users in just the first week after its launch. ChatGPT (Generative Pre-trained Transformer) is a chatbot from OpenAI, an artificial intelligence research company. Their ChatGPT chatbot allows users to engage with OpenAI’s artificial intelligence technology. It can write poetry (amazing!) as well as blog content (scary! speaking as a human who creates content) as well as texts, songs, software code, and so on, using machine learning to generate human-like text. 

I’m guessing that a lot of us had the same first thought, “How good can it really be? Can it really write as well as a human?” Judging by the example of ChatGPT output that I’ve presented below, my answers are, “Pretty darn good,” and “Not yet.” Your mileage may vary. For anyone who hasn’t tried it already, I encourage you can go to OpenAI’s website and ask ChatGPT a question. For those of us who have been contact center professionals for years, our second thought might very well be, “What impact could this have on the contact center?” 

Contact centers are already deploying chatbots for many reasons: call deflection, the desire to automate contacts that humans find crushingly repetitive, or just to accommodate customers who want an automated experience. But we all have anecdotal evidence that those chatbot experiences are not always successful. One of my colleagues was just yesterday relating a story of a chatbot CX experience that led her to a dead end with no answers and no options to continue on another channel, let alone reach a human agent. Could ChatGPT be different?

Signs point to yes: ChatGPT makes use of generative artificial intelligence, trained on gigantic amounts of text data that taught it to recognize patterns. Its algorithm utilizes supervised learning to potentially provide customers with fast answers that are relevant to their queries. But ChatGPT can surpass traditional chatbots with its capability to learn and adapt to new customer demands and a fast-changing contact center industry.

But don’t just take my word for it, let’s hear what ChatGPT has to say for itself. I’m not the first person to drop some actual ChatGPT-authored content into an article, but I did give it the prompt to write an article specifically about ChatGPT in the Contact Center:

ChatGPT and the Contact Center: Revolutionizing Customer Service

In recent years, the use of artificial intelligence (AI) in the customer service industry has been on the rise. One of the most promising AI models for this purpose is ChatGPT, a large language model developed by OpenAI. ChatGPT has the ability to understand and respond to natural language text, making it a valuable tool for automating customer service in the contact center.

One of the main advantages of using ChatGPT in the contact center is its ability to handle a wide range of customer inquiries. With its vast knowledge base and natural language understanding capabilities, ChatGPT can understand and respond to customer questions and concerns, regardless of their complexity. This eliminates the need for customers to navigate through automated phone menus or wait on hold for a live agent, saving them valuable time and increasing their overall satisfaction.

It should be noted that ChatGPT is not a complete replacement for human agents, but rather it can work alongside them to improve their performance. Agents can still be available to handle more complex issues, while ChatGPT can handle the more routine inquiries. This approach allows companies to reduce the number of agents needed, while still providing high-quality customer service.

In conclusion, ChatGPT has the potential to revolutionize the customer service industry by providing efficient and accurate responses to customer inquiries. Its ability to handle multiple conversations, understand natural language text, and gather valuable customer data make it a valuable tool for the contact center. As the technology continues to evolve, we can expect to see more companies adopting ChatGPT and other AI models to improve their customer service operations.

Not a bad take on the subject. ChatGPT pulled together some important points about the potential benefits to Customer Experience. Crucially, it included a concept that might offer some comfort to many readers, that ChatGPT is not a “complete” replacement for human agents. If I were writing that article myself, I would not in the same paragraph make that statement and then talk about reducing headcount. I would rather focus on the idea that Employee Experience could be improved and all the benefits that come with better EX— better CX, better agent wellbeing, lower attrition, and a list of additional things that could fill up a whole blog article by themselves.

Along those same lines of not completely replacing human agents, it was the CEO of OpenAI himself who tweeted:

With some eminent thinkers warning us that tools like ChatGPT will eventually impact the demand for knowledge workers, Altman’s tweet may not relieve our anxiety. He’s correct, though. Today’s version of ChatGPT has some issues, not the least of which is factual errors in its answers to direct questions. It also has a problem it shares with other AI tools, which is that it inherits bias from its training data. But going back to my co-worker’s actual CX problem with one company’s chatbot, could she have been any more dissatisfied with a flat-toned, over-written response from the current version of ChatGPT?

At least for now, ChatGPT is not a replacement for human writing that has the ring of authenticity—or for a human agent who is empowered to be a brand ambassador for their company. Tools like ChatGPT will continue to evolve and improve their ability to take care of some customer needs, and that’s great. They will likely grow to be amazing tools for the contact center. It’s that growth of AI tools that makes it even more important for us to treat our agents like humans who need to be recognized for their efforts, rewarded for caring about their customers, and nurtured with the training, support, and empowering tools (one which could be a descendant of ChatGPT) they need to do their best work.

Shawn McCormick

Top Contact Center Resolutions to Make for 2023

Group of contact center agents working.

As we get back to work for the start of 2023, we do so not only with familiar 2022 challenges still hanging around, but with the added prospect of economic downturn looming ahead. While a possible recession could have us asking if we can afford the very best contact center performance, we should be asking if we can afford not to make the contact center a top priority. Let’s look at the dawn of 2023 as an opportunity to face uncertainty and volatility with some resolutions to make the contact center thrive.

Resolution 1 – Fight the Recession with Great Customer Experience

The last few months have seen multiplying predictions of a slowing economy coming in 2023; but rather than waiting to react, it’s a chance to be proactive when it comes to Customer Experience. The competition for customer loyalty has been fierce enough even before we had the specter of a downturn. As consumers tighten their budgets, customer retention will be determined to an ever larger extent by the highest level of Customer Experience (CX).  

Customers now demand to be met on the channel of their choice with an excellent, personalized experience. Great experiences build lasting customer relationships, while substandard experiences are now more likely than ever to not only end a relationship, they’re also more likely to be shared on social media. While personalization and omnichannel integration used to be nice-to-have items on many contact centers’ wish lists, 2023 customers will see them as must-haves. 

Customers have become accustomed to algorithms anticipating their desired content and will hardly put up with unnecessarily long interactions where they aren’t recognized or have to repeat themselves over and over. They expect that their complex customer journeys are seamless from your website and across multiple contact channels. 

The good news is that for contact centers, these journeys present not only a larger range of ways to reach your customers, but also a chance to track omnichannel interactions and gain insights into who your customers are and what they want. Mining this valuable data gives you the ability to create initiatives for even more personalized customer experiences. 

A crucial part of that personalization is not just an omnichannel technical solution, but also successful, smart interactions on every channel– especially when an agent is required. The foundation of great Customer Experience is equally great Employee Experience, ensuring that agents are happy and fulfilled at work. Which brings us to our next resolution:

Resolution 2 – Invest in your Employees

Smiling customer service agent.
Fully empowered employees at every level are the best pro-active way to ensure a positive customer experience

In 2022 we couldn’t get away from stories about the Great Resignation and Quiet Quitting; they really got the conversation going about Employee Experience. Will 2023 be the year that contact center employees are universally recognized as the critical assets they can be? Even with all the capabilities of a powerful omnichannel technological solution at your disposal, today’s customers aren’t satisfied by a live interaction with an agent who is disengaged, doesn’t have answers at their disposal, or conducts the entire interaction from a generic script. Fully empowered employees at every level are the best pro-active way to ensure a positive customer experience: happy agents create better experiences for customers, informed supervisors manage their teams to success, insightful WFM analysts generate the accurate forecasts and optimal schedules that enable the center to run efficiently. 

However, they all must be recognized as value creators, critical to your ability to deliver great CX. Once this recognition becomes part of your culture from front line to C-suite, your organization can understand that your employees are the best place to invest– especially in times of economic turmoil. This means giving your employees the tools that enable them to perform at the highest level and meet your customers where they want to be met. Plus, customers want to be met with contextual information needed to create personalized experiences, and with the answers needed for real resolution. 

And we’re not talking about agents only. The need for the right toolset includes all of your employees including agents, team leads, executives, and the WFM team. Agents can benefit from AI-assisted Knowledge Management that gives them the guidance they need when they need it. Team leads need Gamification/Performance Management that helps them coach effectively and reward top performers. And the WFM Team can take advantage of Workforce Management solutions that automate manual tasks, freeing the team to think strategically and focus on transformative processes like truly flexible scheduling. 

Similar to the omnichannel routing solutions, technology can be a great thing, but to get the best Employee Experience, you must also invest in the human side of the equation. Without the right training to make the technology come to life, we can’t achieve the level of true transformational change needed for the coming year. And just as personalization is expected by customers, employees want an experience that fits their needs, such as customized expert training that can be delivered online on on-site where needed, digital training that is available online anytime employees need it, or AI-assisted training delivery systems that automatically send the module that an agent needs at the time that’s best for the agent and also protects service level. 

But when it comes to transformation that makes a real difference and gets attention at the highest levels of your organization, you’ve got to aim for the right target:

Resolution 3 – Move from Optimization to Transformation

For CX and EX in the coming year, not only is there room for optimism—it’s a must. As the economic environment changes, we must have the resolve to change in substantive ways to meet the challenges that 2023 will bring. According to a BCG survey from November 2022, a majority of organizations plan to increase their investments in digital transformation in spite of the fact that they complain that they don’t receive help in prioritizing the steps of transformation. The first step has to be committing to transformation that creates a new level of EX and CX, not just reinforcing existing processes. 

Investing in the best Workforce Management tools may give our WFM team the ability to game out new scheduling strategies, but without the will to actually implement the best of those scheduling strategies, there’s no transformative flexibility to improve employee engagement with better work/life balance. Having the best performance scorecards, fully connected to Quality Management and other important systems is a powerful achievement in itself, but without the commitment to act on those insights with coaching and meaningful recognition for top performers, there is no moving the needle on Customer Experience in a way that goes beyond business as usual.

Digital-based training is always there when needed, but if training isn’t aligned with the WFM team so that it’s delivered automatically at the best-possible time, there’s no transformative increase in employee experience coupled with the protection of customer experience. And beyond the inbound front office, just think of opportunities for efficiency and performance gains that might be achieved by extending the transformation strategies and WEM tools into the outbound and back office areas. Simply put, don’t just add technology without the right mindset for change. With the right cultural commitment to innovation, everyone can feel connected to the transformation effort, being fully aware of the key role they play in making the organization a great place to work and a trusted partner for its customers. 

These are just three possible resolutions for new year. We’re already a week into 2023, and maybe not all of our resolutions are getting off to a great start, but one area where we can’t afford to fail is finding new levels of success in the contact center. There’s nothing inherently magical about the start of the new year, it simply gives us a convenient point to try something new. But we can make it special by committing to being proactive in preparing for whatever 2023 might have in store for us. 

If you’re looking for ways to make your contact center even better this year, Call Design can help. We’ve got the tools and consulting skills to make your resolutions a reality, whether you’re looking to move from spreadsheets to an automatable Forecasting/Scheduling solution, searching for a CX platform that enables better customer experiences, or meaningful ways to improve agent engagement for better employee experience.