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

Trabajar desde casa ES personal

Durante décadas, la línea entre la vida personal y la vida laboral se ha omitido. Esto solo se ha acelerado ya que la ecuación de dispositivos de Internet + móviles ha provocado que muchos de nosotros nos mantengamos conectados más allá de nuestras “horas de trabajo”. Es un hábito común revisar su correo electrónico en su teléfono tan pronto como se despierta, y justo antes de acostarse porque no puede perder un ritmo. O tal vez tenga que “prepararse para el lunes” trabajando unas horas los fines de semana porque el trabajo no le permite desconectarse. Una cosa es aprovechar el trabajo desde casa para brindarle la flexibilidad de trabajar horas inusuales que beneficien su vida. Otra muy diferente es sentir que no puedes desconectar y que ahora el trabajo está interfiriendo en tu vida personal.

La cultura de “Burnout” (o síndrome del quemado) no es exclusiva de los empleados que trabajan en la oficina o en desde casa. Sin embargo, lo que sí que es único  para aquellos que trabajan desde casa es el hecho de que esas líneas borrosas se vuelven aún más difíciles de ver cuando realizas todas tus reuniones, todos los proyectos y toda la lluvia de ideas desde tu propio hogar. Cuando los empleados trabajan desde casa, creo que es fundamental que los líderes recuerden que trabajar desde allí es diferente. Usted, como líder y como empresa, está provocando un impacto  en sus hogares y sus familias de una manera que usted no hace cuando trabajan en una oficina. En pocas palabras, trabajar desde casa es más que solo trabajar, es personal.

Cuando trabaja en una oficina, tiene un trayecto que le permite descomprimir y procesar un poco el día. Para aquellos de nosotros que somos introvertidos, nos da la oportunidad de recargar y prepararnos para saltar a la vida familiar. Sin embargo, cuando trabaja desde casa, su viaje se convierte en los 20 metros entre la puerta de su oficina y la cocina. No tiene tiempo de inactividad para descomprimir, y esto es especialmente cierto cuando nuestras familias están al otro lado de la puerta de la oficina y necesitan ayuda con X cosas antes de que nuestra última reunión se termine.

No solo obtiene el beneficio de descomprimir en el viaje aquel que viaja, sino que también lo obtiene su familia. En cambio, cuando trabaja desde casa, su familia sufre las consecuencias crudas de cada reunión. Ha habido muchas veces que mi esposa acaba de sentarse allí pacientemente mientras yo dejaba caer todas mis frustraciones de la última reunión en su regazo. Puede que haya hecho eso hasta cierto punto cuando trabajaba en la oficina, pero no tanto como cuando sé que está ahí justo al otro lado de mi oficina.

Est tipo de situaciones sin filtro alguno implica que las familias se ven involucradas aún más en el entorno laboral del empleado. Cuando el empleado sale de las reuniones hablando sobre cómo “les encanta trabajar con tal y cual porque hacen grandes preguntas y mantienen la reunión alineada con la agenda”, puede que no sea emocionante para su familia, pero es mejor creer que la organización es percibida como una influencia positiva no solo por el empleado sino por la familia en su conjunto. Por supuesto, cuando salen quejándose de que “una vez más se olvidó de esto y de lo otro”, es más probable que su familia vea a la organización de manera negativa y aliente al empleado a irse otro lugar más saludable.

Por último, creo que es importante que los líderes recuerden que el hogar es un espacio sagrado, y el trabajo, ya sea bienvenido o no, ha invadido ese espacio. Cuando nuestros empleados directos encienden sus cámaras y vemos sus hogares, vemos otra parte de quienes son. Llegamos a conocerlos mejor y, en cierta medida, se han vuelto vulnerables por eso. Es posible que se sientan avergonzados de que no tengan un espacio dedicado y, en cambio, estás en su cocina viendo los platos sucios en el fregadero. Es posible que no hayan mencionado antes que todos los lunes por la noche juegan a juegos de mesa, pero ahora puedes ver  los +50 juegos en los estantes detrás de ellos. Y si bien es posible que te encante ver a sus hijos y perros todos los días, sienten que los valoras menos porque constantemente están interrumpiendo. Trabajar desde casa transforma un “¿Por qué no nos reunimos en la sala de conferencias para hablar” en un “por qué no vengo a la mesa de su comedor y podemos charlar sobre esto mientras sus hijos preguntan” qué hay para cenar “”.

Trabajar desde casa es increíble y ha ayudado a muchos de nosotros a crear un equilibrio trabajo/vida más personalizado. Sin embargo, como líderes, debemos recordar que la naturaleza de nuestra relación con nuestros empleados directos, sus familias y sus hogares cambian cuando trabajan desde casa. Debemos recordar que trabajar desde casa es más que solo trabajo, es personal.

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

Leading with Empathy: Showing Your Servant Leadership Style in the Interview Process

Interviewing can be a nerve-wracking experience for candidates, but have you ever considered how you as the interviewer can make the process more comfortable and positive? As a leader, you have the power to demonstrate your values even during the hiring process. By serving and supporting the interviewee, you can communicate your qualities as a servant leader and ensure a more productive, respectful interview. Here are a few strategies for serving potential hires:

1. Help them reset in an interview

Interviews can be incredibly stressful for people and that stress can turn into an anxious spiral of death. Becoming more and more flustered as they can’t think of an answer, they’re confident they’re bombing the interview, and they’re pretty sure you can see they’re sweating through their shirt even through the fuzzy Teams connection. As a servant leader try to help them out by changing course, allowing them to settle in, and know it’s a safe place.

In one interview I was chatting with someone that had been distracted by their roommate coming in unexpectedly. They weren’t sure if they should get up to close the door or stay on camera. Also, their line of thinking was interrupted and they were clearly starting to spiral. Unable to answer my questions and re-center on the topic. To help them out I shifted to questions they knew backward and forwards. 

“You mentioned that you had some cats. How many? What kinds? What are their names? How old?”

This allowed the interviewee to get out of their anxiety spiral and into a space that they knew and loved, their cats! After a few minutes of small talk, we jumped back into the questions related to the job and the company. However, this quick detour helped because:

A) it created a safe space for them to reset and refocus on the interview

B) it showed them the type of boss I would be (one that asks hard questions but also cares about your cats)

Note, I didn’t change my questions or make them easier because they had started to spiral. I didn’t lower the bar for the interview to be successful. However, I was able to create an environment that signaled the interviewee was safe here and that I wanted them to be successful. Being able to serve them, even in an interview, helps them understand the type of boss I am and what they are getting themselves into by working with me. 

2. Connect them with other opportunities in the organization

I’ve interviewed multiple people that blew me away. They had strong experience, excellent answers, and clearly understood the vision of the organization. The only problem is that they weren’t right for my team. Maybe their experience didn’t match what I needed or their answers indicated they were looking for a more senior role. In these situations you can serve them by connecting them to other leaders and roles in the organization.

Oh, and be honest about where you’re at with them. I’ve said, more than once, “I don’t want to hire you but I do want to work with you!” Let them know why your role isn’t the right fit but how you are going to try and find another way for them to join the organization.

3. Provide genuine and honest feedback after or even during the interview

As someone that has done his fair share of being interviewed, I know how frustrating it can be to feel like you’ve aced the interview only to hear “There were many qualified candidates…” You wish the company well on their search and ask for any feedback they have on how you could have positioned yourself better, and then crickets. Not one ounce of feedback. I’ve even had companies tell me that they aren’t allowed to provide that information.

One more way you can serve people before they join your team is by helping them improve their interviewing skills and answers. 

One of my favorite questions to ask is simply “Why should I hire you?” The whole interview can feel a bit like a sales pitch at times but this one makes it super crystal clear “Alright, give me your best pitch.” What I’m looking for is how well do they know themselves and their unique value add. I’m less interested in their specific brand or value add and more interested in their self-awareness. On more than a few occasions I’ve gotten the cliché “because I’m a hard worker… quick learned… self-starter… eager to learn…” and while all of those may be true I tend to think they are giving me the answer that they think I want.

In some situations, I’ve tried to coach them away from those answers. Helping them see that their wide background is a huge asset as it allows them to understand the language of many teams around us and be a critical collaborator for the team. Or that they may be inexperienced but they have intentionally and strategically built a strong network that they can tap into at any time. “I may not always know the answer to your questions, but I’m confident that I have someone in my network that I can tap that would know. By hiring me you are getting someone that is eager to learn, open to coaching, and has years of knowledge at my disposal through my network.”

Lastly and most obviously, if someone reaches out asking for feedback, actually give them some! For people that I thought would handle it well I’ve even given them the notes from the interview. Helping them see what I was thinking during the interview and the answer to ultimately why I didn’t extend them an offer. You have to be careful here because some of the notes can be a bit too honest for people and you may want to edit based on how well you know the person. In the end, though, providing any feedback will go a long way and is a small way for you to serve them.

Being a servant leader during the interview process can go a long way in creating a positive candidate experience and signaling the values of your organization. By helping potential hires reset, connecting them with other opportunities, and providing honest feedback, you can serve them even before they join your team. So, the next time you’re conducting an interview, remember to approach it with a servant leadership mindset and see how it can benefit both the candidate and your organization.

If you’re inspired to become a servant leader and create a work environment that is happy, engaged, fulfilled, and aligned, then Call Design North America is here to help. We believe that every employee deserves to have a meaningful and enjoyable work experience, and we can offer you practical tips and advice on how to achieve that. Contact us today to learn more about how we can partner with you to create a workplace where everyone can thrive.

– Dan Smitley

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

Working from home IS personal

For decades the line between home-life and work-life has been blurring. This has only been accelerating as the equation of internet + mobile devices has caused many of us to stay connected well past our “working hours”. It’s a common habit to check your email on your phone as soon as you wake up, and right before you go to bed because you can’t miss a beat. Or maybe you have to “get ready for Monday” by working a few hours on the weekends because work doesn’t let you disconnect. It’s one thing to leverage working from home to provide you the flexibility to work odd hours that benefit your life. It’s a completely different thing to feel like you can’t disconnect and now work is impeding upon your home-life.

Burnout culture isn’t unique to either in-office or at-home employees. However, what is unique for those that work from home is the fact that those blurred lines become even harder to see when you are taking all your meetings, all project work, and all brainstorming from your home. When employees work from home I think it’s critical for leaders to remember that working from home is different. You, as the leader and as a company, are impacting their homes and their families in ways that you don’t when they work in an office. Simply put, working from home is more than just work, it’s personal.

When you work in an office you have a commute that allows you to decompress and process the day a bit. For those of us that are introverts, it gives us an opportunity to recharge and get ready for jumping into family life. However, when you work from home your commute becomes the 20 feet between your office door and the kitchen. You have no downtime to decompress, and this has been especially true when our families are on the other side of the office door and need help with X things before our last meeting is even done. 

Not only do you get the benefit of decompressing on the commute home, but so does your family. Instead, when you work from home your family gets the raw consequences of every meeting. There have been plenty of times that my wife has just sat there patiently as I dropped all of my frustrations from the last meeting right into her lap. I may have done that to some extent if I worked in the office, but not as much as I do knowing she’s just on the other side of my office.

Getting it unfiltered like that also means the families become even more invested in the employee’s work environment. When the employee comes out of meetings talking about how they “love working with so-and-so because they ask great questions and keep the meeting on agenda”, it may not be exciting to their family, but you better believe the organization will be perceived as a positive influence on not just the employee but the family as a whole. Of course, when they come out complaining that “so-and-so once again forgot about blah blah blah” their family is more likely to see the organization in a negative light and encourage the employee to leave for something healthier.

Lastly, I think it’s important for leaders to remember that the home is a sacred space, and work, whether welcomed or not, has invaded that space. When our direct reports turn on their cameras and we see their homes we see another part of who they are. We get to know them better, and to some extent, they have become vulnerable because of it. They may be embarrassed that they don’t have a dedicated space and instead you are in their kitchen seeing every dirty dish in the sink. They may not have mentioned before they play board games every Monday night, but now you can see all +50 games on the shelves behind them. And while you may love getting to see their kids and dogs every day, they feel like you think less of them because they are constantly being interrupted. Working from home turns “why don’t we meet in the conference room to discuss” into “why don’t I come to your dining room table and we can chat about this while your kids ask ‘what’s for dinner’”.

Working from home is amazing and has helped many of us create a more personalized work/life balance. However, as leaders, we must remember that the nature of our relationship with our direct reports, their families, and their homes changes when they work from home. We must remember that working from home is more than just work, it’s personal.

Dan Smitley

It’s time to check in with your team

With all the layoffs in the news, your team may be assuming the worst. In a challenging environment, those assumptions are additional stress that your team doesn’t need.

It was only 90 days ago that we found out Twitter was laying off roughly half of its workforce, and the layoff stories haven’t stopped since then. Meta, Salesforce, Amazon, Microsoft of course make headlines, and we all know of smaller scale (but still painful) layoffs within the contact center industry–  we’ve got the posts on our LinkedIn timelines to prove it. A friend of mine directed me to Layoffstracker.com but a quick online search reveals many more layoff tracking sites, all showing the grim timeline. And even though I try to avoid doomscrolling in general, it sometimes seems like that’s the only kind of scrolling there is.

Every day my news feed brings another clickbait anecdote about how employees laid off from Google feel particularly poorly treated, either because of the way their termination was handled, or because they feel like they company saw them as “disposable”, or because of the perceived randomness of who got picked for a pink slip. The stories range from a new mother who received her layoff email hours after giving birth, to married couples who went from two incomes to none, to employees with 20 years of service getting a mass email instead of a call. I don’t mean to single out Google, but I do think their status as a household word has made them a particular focus in the media. Meanwhile, the employees who still have jobs are confused and upset, some suffering from survivor’s guilt

On top of all that, some companies are announcing plans to pull remaining employees back into the office whether they like it or not. So many of us have come to value the flexibility that a work from home situation has afforded us. And while some employees say they’re fine with a hybrid home/office scenario, there’s something about the stories of large companies mandating that move that rubs a lot of employees the wrong way. A study by Monster shows that two-thirds of workers would quit if forced to return to the office! Hearing stories about large, well-known companies announcing the end or partial reduction of Work from Home is just another factor that is likely weighing on the minds of your team. 

That level of stress isn’t just the employees’ problem though; the whole organization has a stake. Research confirms something that we see in colleagues and also feel in ourselves on a personal level: stress has an impact on productivity. Stressed employees are more likely to be absent, and more likely to exhibit presenteeism (which means that they sign in for work, but are less productive because of physical illness or mental stressors). You don’t need a study to tell you that stressed employees find it more difficult to focus on creating schedules, interacting positively with their co-workers, or delivering the kind of “delight” level experience that customers demand today. 

Employee wellbeing has been a trending topic that is growing out of the overall interest in Employee Experience (EX). Most of us are on board with the idea that EX is important, not just because we care about our colleagues as fellow human beings. Our companies have a real material stake in EX because it impacts Customer Experience (CX), and ultimately the bottom line. So our companies have to have a real interest in employee mental wellbeing. 

Maybe your company isn’t planning layoffs and you’re happy allowing employees to work from home. But is that something your teams know? Is it something they have a gut feeling to be true? The current economic climate, the layoff news, the ratio of tough calls to easy ones– it all makes now a great time to check in with your team. 

  1. Make time to meet with your team, treat that time as sacred.

One thing we’ve always said about the contact center is that you can always expect the unexpected. We’re already facing a staffing crisis, doing our best with the employees we’ve got. And then there are the unpredicted contact volume spikes, the unplanned absences, the many customer service fires that break out during the day. In spite of all this, meetings have to be treated as critical priorities. Making time to talk to your team as a group and as individuals sends a clear message that they matter. Feeling like easily-replaceable cogs in an uncaring machine is a common complaint in the tech company layoffs, and we don’t want that contagious feeling spreading to our teams. 

  1. Communicate what you can.

So your company may not even be considering layoffs or cutting off Work from Home. Even if that’s true, you can’t make promises that it would never happen, especially in this economic climate. Focus on what you can communicate with honesty. If upper management has given out any messages on this topic, share what you can. Thinking back to my time as a frontline agent, I might have taken messages from upper management with a grain of salt, but I still appreciated some transparency from my team leaders, even if they couldn’t make promises. 

  1. Ask them how they feel.

Most of us have one-on-ones that are scheduled as frequently as we can manage given the massive workload we have to deal with. Talking to our team members about goals, stats, and key performance indicators is certainly important, that’s a given. But can you make time in those meetings to mention the layoff elephant in the room, and ask just how your team member is feeling? This kind of communication can build a sense of trust, openness to collaboration, and a sense of being valued. Don’t underestimate the power of making a team member feel seen.

  1. Listen actively.

It’s not a given that any of us can easily focus in a meeting, especially in a multitasking world. But making the time with a team member count is crucial. Actively listen to you what your team member is saying, don’t spend that time formulating a response. Make them feel safe to be as honest as they can, and be attentive to non-verbal cues that might tell a story of their own. This is especially important when bringing up a topic like the layoff trend. Active listening can go a long way to building trust and a feeling of partnership between you and your team.

  1. Follow up. 

Team members are a rich source of insight into the employee experience. If your team is telling you about layoff fears or any other stressor making it difficult to deliver great customer experience, listen and follow up. If there are causes of stress that your company can do something about, make sure that message is communicated to the right people. Then make sure to let your team know that they have been heard and their concerns have been made known to the decision makers.

  1. Consider a Voice of the Employee (VoE) tool.

With more concern shown to Employee Engagement, we’ve seen many VoE solutions hit the market. Some of them measure employee sentiment by doing regular automated “How are you feeling” surveys that can run far more often than any of us could possibly schedule face to face meetings. These scores and survey results can become another valuable data point that gives insight into Employee Experience that is trackable in our performance dashboards. And it gives the team members another channel to tell us how they feel. 

Nature hates a void, and that goes double for an informational void. Something will fill the empty space left by that lack of information, and because of human nature, it’s usually our worst assumptions. Don’t let the rumor mill interfere with the hard work you’ve invested into building your contact center operation. Now is a great time to check in with your team to let them know you feel some of same stresses they do, you’re listening, and you’ll be as transparent as you can be in these challenging times. 

Shawn McCormick

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

3 Tips to Help You Jump From Manager to Director

Throughout my career I’ve had the opportunity to lead and network with some amazing individuals and from time to time they have asked what it takes to move from Manager to Director. I think it’s one of the hardest transitions.

I’ve seen plenty of individual contributors get promoted to managers, not because they are solid leaders but because they are great contributors. They know what buttons to push, what processes to work through, and how to execute the role. Because of this, they see their value add to the organization in doing and executing vs. delegating or casting vision and this makes the transition into a director-level role incredibly challenging.

At a director level, or above, you need to be more comfortable delegating than doing. More comfortable making decisions than giving proposals, or possibly casting vision vs. following a direction. That isn’t to say those other skills aren’t still valuable and an important role in any job. However, the priority of these skills pivots and suddenly decision making > giving proposals, for example.

Here are a few tips that I’ve given to people looking to make the jump from Manager to Director.

OneServe Your Team

The most important thing you need to know about leadership is that your primary job is to serve your team. Period. Bottom line. Notice that I didn’t say “directing is that your primary job…” or “managing” or even “holding people accountable…”. This can be applied at all levels, even as a manager, but the point is that you are there to serve

What does that look like? It means keeping them informed of the larger trends in the organization they might not be aware of. Helping them see how their efforts are connected to the larger picture and the wins of the organization. Protecting them from outside forces that are toxic or counter-cultural to what you’re trying to achieve. Serving your team means that you realize they don’t work for you but you work for them and that means their success is more important than your own.

A boss helping his worker with an issue on the computer.

Two: Ask Questions and Listen

One of the greatest mistakes that new directors can make is thinking that they now need to have all the answers. People are coming to them to make decisions, and as I already highlighted decision making > giving proposals. Decision making is important but the best way to make decisions is to not just assume you have the right perfect answer out of the gate. 

As a leader and director, you need to make sure you’re asking questions and lots of them. You likely aren’t in the weeds like you used to be and you also have a limited purview, we all do. So you need to take two steps 1) ask questions and 2) actually listen. Don’t listen to confirm your original answer. Don’t listen to poke holes and show weaknesses in the answers given. Listen to understand and see the issue from another person’s perspective. You likely know your perspective backward and forwards, but you need to do the heavy lifting of trying to see from another person’s perspective. That only happens when we get comfortable asking questions and then actually listening.

Three: Pull Your Head Up

As an individual contributor, and as a manager, you likely added value by looking down. Looking at your particular job and executing it well. Looking in on your team and meeting the needs of your direct reports. As a director though, you need to pull your head up and look around. This isn’t to say you stop paying attention to your team (see above about serving and listening!), but as a director you need to stop only looking at your team and consider the larger lay of the land. 

You need to lift your head up and see how your team is interacting with other teams and how they are perceived amongst those teams. You need to lift your head up and see where you and your team sit in your field. Are you on the cutting edge or way behind, or do you even have access to what others are doing in your field? You need to lift your head up and try to understand where your team, organization, and field are going. What’s up next and how are you and your team going to get there? As a director you need to get comfortable casting vision and to do that you need to be looking towards a horizon, not at the details of the ground in front of you.

Moving from a manager to a director is hard. It’s a large pivot, that requires new skills, especially if leadership wasn’t a focus in your manager role. However, if you realize that what made you successful as a manager won’t make you successful as a director, then you are taking the first steps to jump to director!

Dan Smitley

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.