High agent turnover can cripple a contact center, leading to increased costs and reduced customer satisfaction. Tackling this issue requires a focus on employee empowerment and scheduling flexibility.
1. Flexible Scheduling: A Game-Changer
Agents thrive when their schedules accommodate personal needs. Advanced WFM tools like flexible scheduling solutions create win-win scenarios: satisfied employees and optimal staffing levels.
2. Empowerment Through Tools and Training
Agents need resources to succeed. Providing tools like AI-assisted knowledge bases ensures they have immediate access to solutions, boosting confidence and performance. Additionally, regular, personalized training keeps them equipped for evolving challenges.
3. Recognize and Reward Excellence
Recognition programs, such as gamification-based performance incentives, drive engagement. Learn how performance management tools can transform your workplace by rewarding excellence.
Empower Your Team Today
By prioritizing empowerment and flexibility, you can turn your contact center into a hub of efficiency and satisfaction. Check out our full suite of WFM tools to begin your transformation.
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.
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.
As professionals who have spent decades in the contact center space, we understand the chaotic landscape you have to navigate daily as WFM leaders. Although not the newest or shiniest, Excel stands out as a trusted ally for many. Yet, like any tool, it shines in some situations and dims in others. In this week’s blog, we’ll share when and where Excel can be a steadfast companion for WFM teams, and when it might be time to explore new horizons.
When Excel Steps into the Limelight:
Cost-Efficiency and Accessibility: The practicality of Excel’s cost-effectiveness and universal availability is undeniable. For those of us managing leaner budgets, Excel offers a lifeline to craft WFM solutions tailored to our needs without breaking the bank.
Familiar Terrain: There’s comfort in the familiar. If, like us, you’re well-versed in Excel’s realm, employing it for WFM can expedite processes and minimize the adjustment period. WFM goals become attainable with less time spent on the learning curve when you’re leveraging tools you already use daily.
Tailored Flexibility: We’re no strangers to the intricate dance of workforce variables. Excel’s flexible nature can help create custom solutions, from formulas to macros, that can align perfectly with your unique workforce rhythms.
When Excel Takes a Step Back:
Scale and Complexity: The journey of growth often unveils Excel’s limitations. As our operations expand, the sheer volume of data and intricate analytics can bog down the trusted spreadsheet. Go try applying a SUMIF on a few tens of thousands of rows and let us know how well it scales.
The Risk of Human Touch: Mistakes happen. Manual data entry and formula manipulations can introduce errors into our meticulously crafted WFM processes, leading to misguided forecasts, inefficient scheduling, and skewed reports. Plus, there’s always that chance that someone will accidentally delete a spreadsheet full of approved time-off requests (yep, we’re looking at you Bridget).
An Oasis of Advanced Features: Excel serves us well, but it’s not equipped with the arsenal of advanced WFM-specific tools that dedicated software offers. Automated scheduling algorithms, advanced forecasting functions, integrated communication platforms, real-time data sync, and the list goes on. There are plenty of bells and whistles that Excel just can’t come close to providing.
When Excel Is a Great Sidekick
Even after adopting a robust WFM enterprise platform, Excel can maintain an important role on your WFM team. Think of it as a great sidekick for your team, just don’t expect it to provide any awe inspiring business-high-fives. It’s still not human.
Data Interpretation and Validation: Excel’s data manipulation can help you validate and interpret the outputs of your WFM system. It allows you to cross-check and ensure that your enterprise platform’s insights align with your understanding. There’s little better in life than when the math of your WFM system matches the math of your spreadsheet. *chefs kiss*
Customized Reporting: Excel empowers you to craft tailor-made reports that address specific needs, offering a level of customization that might not be readily available in your enterprise software.
Side note: If you’re having issues getting data into or out of your WFM system, let us know. We probably have an integration that could help.
Skill Development: Training your team on Excel can serve as a stepping stone toward understanding more advanced analytics concepts and formulas. That might look like your team applying great analytics inside your WFM system or it maybe your team moving into the data analytics within your organization. It’s not a crazy thought to think someone might be able to move from Excel, to SQL, to Python.
While a dedicated WFM enterprise platform expands your capabilities, don’t underestimate the continued relevance of Excel. It’s like a trusted friend who’s always there to lend a hand, even as you venture into new territories.
Excel has been the cornerstone of WFM for many of us, offering a dependable foundation for smaller teams and tighter budgets. However, as operations grow in scale and complexity, it’s essential to recognize when Excel’s limitations start to show.
If you resonate with these scenarios, we want to hear from you. Your challenges, your successes, your strategies – they all contribute to the collective wisdom that guides us. Reach out to us; let’s engage in an authentic conversation, no sales pitch involved. We’re seeking to connect with industry leaders who’ve harnessed Excel beyond reporting and dashboarding. Your voice matters, and together, we’ll continue to navigate the intricacies of workforce management in pursuit of EXCEL-lence…. See what we did there?
Ha llegado esa temporada de la que nunca hablamos, pero de alguna manera sabemos que genera caos en nuestro centro de contacto: las vacaciones de verano y el regreso a clases.
De pronto hay más agentes o representantes pidiendo permisos de intercambio de turnos, ausencias, renuncias. Puede ser que ya tengas identificada la razón de estos comportamientos, o puede ser que no sea algo en lo que hayas prestado atención antes. Ciertamente, cuando yo empecé a trabajar en planeación y pronóstico, sabía que teníamos que tomar en cuenta un poco más de reducción del personal, pero no asociaba que podía hacer una planeación para enfrentar esta época.
Elimina la incertidumbre en tu centro de contacto a través de un pronóstico preciso y una buena planeación. Suena un poco más tedioso de lo que realmente es. Lo importante aquí es entender la demografía de tu centro: cuántos representantes son estudiantes, de qué nivel de estudios, o son padres de familia, de qué edades son sus hijos. Con base en este breve análisis, puedes adelantarte a crear planes de contingencia, modificar tus cálculos de personal al incrementar un poco más tus reductores de personal.
Ahora correlacionemos el objetivo y la demografía de nuestra campaña. ¿Somos atención a clientes de tarjetahabientes? ¿Somos cobranza de servicios? Pongamos este último como ejemplo: pensemos en la cantidad de personas que tal vez se puedan retrasar en sus pagos durante esta temporada porque deberán destinar sus ingresos a temas relacionados con reinscripciones, compras de uniformes, útiles escolares, etc. Eso representará un crecimiento en nuestras cargas de trabajo.
Lo más crucial en este tema es poder hacer o tener un plan anual de capacidad (capacity plan) y tomar en cuenta que esta temporada será un reto que podemos ir enfrentando con meses de antelación en términos de flexibilización de horarios y contrataciones. La clave es prevención.
En definitiva, prepararse con anticipación para el regreso a clases es fundamental para mantener la eficiencia y calidad en el centro de contacto. Entender la demografía de los empleados y clientes, así como correlacionarla con los objetivos de la campaña, permitirá establecer estrategias adecuadas para enfrentar los desafíos de esta temporada. Con un buen pronóstico y una planeación cuidadosa, podemos asegurarnos de brindar un servicio óptimo a nuestros clientes incluso en medio del caos del regreso a clases. ¡Adelante y afrontemos este desafío con éxito!
As we gear up for the back-to-school season, it’s the perfect time to go back to basics on the ABCs of contact centers scheduling. Workforce management (WFM) plays a vital role in the seamless functioning of contact centers, ensuring optimal staffing, exceptional customer service, and agent satisfaction. Effective scheduling is the backbone of WFM, and mastering its basic principles is essential for success. In this blog, we will delve into the fundamental workforce management principles for scheduling in contact centers, providing you with the knowledge and tools to excel in your role.
1. Accurate Forecasting and Planning
The first lesson in workforce management scheduling is accurate forecasting and planning. Effective forecasting involves predicting customer interaction volumes, including calls, emails, chats, and more, based on historical data and trends.
By analyzing past data, you can identify patterns and predict future workload, helping you plan the right number of agents needed at different times of the day, week, or month. Accurate forecasting is the foundation of successful scheduling and ensures that customer demand is adequately met without over or under-staffing.
2. Schedule Flexibility for Dynamic Demands
Contact centers experience dynamic call volumes throughout the day, with peaks and troughs driven by customer behavior, external events, and marketing campaigns. Embracing schedule flexibility is essential for effectively managing these changes.
Consider implementing flexible scheduling options such as staggered shifts, part-time shifts, or offering voluntary time-off during quiet periods. Schedule flexibility empowers you to balance workload efficiently, improving service levels and agent satisfaction.
3. Real-Time Monitoring and Adjustments
In the world of contact centers, agility is key. Unexpected changes in customer demand can occur at any moment, necessitating real-time monitoring and adjustments.
Utilize real-time metrics to monitor call queues, average handle times, and agent availability. Being proactive in monitoring enables you to make informed decisions and redistribute resources as needed, ensuring optimal service and customer satisfaction.
4. Adherence to Service Level Agreements (SLAs)
Meeting service level agreements is a primary objective of workforce management. Service level agreements can be defined as the percentage of customer interactions that must be answered within a specified time frame, such as “80% of calls answered within 30 seconds” or average speed of answer, such as “60 seconds”.
Scheduling enough agents during peak hours is crucial to meeting service level targets consistently. Adherence to SLAs enhances customer satisfaction by reducing wait times and ensuring timely issue resolution.
5. Agent Empowerment for Enhanced Engagement
Incorporating agent empowerment in the scheduling process has a direct impact on agent engagement and performance. Involve agents in the schedule creation process by considering their preferences and shift bids.
When agents have some control over their schedules, they are more likely to feel valued and committed to their roles. Empowered agents are happier, more productive, and less likely to seek alternative employment, reducing turnover rates.
6. Skills-Based Routing for Efficient Service Delivery
In contact centers, not all agents possess the same skill set or expertise. Skills-based routing ensures that customer interactions are directed to the most suitable agents, maximizing first-call resolution and customer satisfaction.
When creating schedules, align agent skills with expected call types and volumes. Skills-based routing reduces transfers, enhances agent confidence, and ultimately improves overall service delivery.
7. Adherence to Labor Regulations
Compliance with labor laws and regulations is non-negotiable for any contact center. Scheduling practices must align with local labor laws regarding working hours, break times, overtime, and rest periods.
Maintaining compliance not only avoids legal issues and penalties but also promotes a healthy work environment and safeguards agent well-being.
Allocate time in schedules for agents to participate in training sessions without compromising service levels. Ongoing training keeps agents updated on product knowledge, industry trends, and customer service techniques, making them more confident and capable in their roles.
Conclusion
Congratulations! You’ve successfully completed your back-to-school crash course on the basic workforce management principles for scheduling in contact centers. Armed with these principles, you are well-equipped to optimize schedules, meet customer demands, and enhance agent satisfaction.
Remember, accurate forecasting and planning form the foundation of effective scheduling. Embrace schedule flexibility to handle dynamic demands and be proactive with real-time monitoring to make timely adjustments.
Strive to meet service level agreements consistently, empower agents in the scheduling process, and implement skills-based routing for efficient service delivery. Always maintain compliance with labor regulations and invest in continuous training and development for agents.
As you apply these principles in your role in the workforce management team, you’ll contribute to the success of your contact center and foster a positive and productive work environment. With dedication and a commitment to excellence, you’re well on your way to becoming a scheduling superstar in the world of contact center workforce management!
As the world becomes more connected, remote work is becoming increasingly popular, especially in our post-pandemic environments. And in the world of contact centers, workforce management teams should be the biggest champions of remote agents!
Why? Well, here are five quick reasons:
Split-shifts
VOT and VTO
Micro-shifts
No longer worrying about seat allocation
Increased schedule adherence
One – Split-Shifts
When agents work remotely your scheduling team suddenly has a lot more options. When people aren’t having to commute to the office, schedules that didn’t make sense before now have great value. Working from 6am-8am and then again from 12pm-6pm might be horrible for people coming and going into the office. However, for someone working from home this now gives them the chance to work some, then get the kids off to school, head to the grocery store when it’s fairly empty, grab some lunch, and then head back to work. It’s likely not for all of your agents, but for some people, this is a huge win.
Two – VOT and VTO
Then there’s voluntary overtime and voluntary time off. How many real-time teams are constantly chasing people to either add a few hours to their shift or drop hours off to help service levels and budget constraints? When agents work from home you can increase your chances of someone willing to work an extra 1 or 2 after their shift if they know they don’t have to commute home. Or agents might be willing to leave after only working 2 hours if they didn’t just waste 45 minutes driving to work. You give your RTA team a fighting chance with VOT and VTO when your agents work from home.
Three – Micro-Shifts
Micro-shifts can be a game changer for many organizations. Working remotely now opens up the possibility of having someone work just 1-3 hours at a time. When you can create work segments that small you can start having agents self-select their schedule and use micro-shifts as building blocks. Now if you create those segments just when you have staffing shortages you suddenly have a way of giving your agents autonomy and control over their schedules while also flatting out your staffing variations and meeting a more consistent service level. Win-win!
Four – Seat Allocation
The fourth benefit may be easy for non-contact center folk to overlook, but WFM and operation teams that work in overstaffed centers know the pain of seat management. When scheduling and managing remote agents you no longer have to worry about so-and-so sitting next to each other and talking the whole time, throwing off your shrinkage. Or so-and-so both loving sitting next to the window, but only having one seat available. As a WFM team, you can simply avoid the relational and logistical issues that come with physical contact center seats and simply focus on meeting the demands of the business and customers.
Five – Schedule Adherence
Our final benefit is close and dear to many WFM hearts, schedule adherence. When agents aren’t getting stuck in traffic their schedule adherence will increase. Now add in schedules with varying start times and lengths, like we already discussed, and pair that with a shift-bid, where agents select their schedules, *chefs kiss*. It may not be magical but it’s as close as we get in the WFM world!
For many WFM teams working from home may seem like a non-issue. Whether the agents work in locations A, B, or at home it’s still just numbers and schedules. Forecasts will be what they are and service level goals will remain the same. However, I believe that perspective is short-sighted and hopefully you now see the benefits to the WFM team when their agents work from home. So let’s get off the sidelines, WFM teams, and start championing remote work efforts. Your agents and their schedule adherence will thank you!
At Call Design we believe employees have the right to be happy, engaged, fulfilled, and aligned at work. Remote agents are a way start to make that happen, but managing, scheduling, and engaging remote workers can be challenging. If you agree that remote agents can benefit your organization, but aren’t sure how to make that happen then reach out! We’d love to help you strategize and implement a great remote program for your contact center.
Let me share a little secret with you… there are plenty of keyboard shortcuts in Alvaria Workforce that would make you look like a wizard in front of your co-workers as you blast through your day-to-day tasks in the system with grace. The more shortcuts you use the more efficient you become in completing those tasks, and the more time you save at work. There could even be health benefits in terms of minimizing repetitive strain injury (RSI). Let me promise you, this blog is not just about Ctrl+C and Ctrl+V.
Tip 1:
How many times have you wondered where a particular module is hiding exactly in the system (especially if you are a new user)? Is Official Schedule Editor in Scheduling or Tracking? Or is it in Advanced Tracking? One of the most underrated shortcuts in my opinion is Ctrl+O (the letter O, not the number zero) to launch the Open dialog. This shortcut allows you to navigate to any specific module immediately. For example, you need to navigate to Official Schedule Editor to do a quick schedule update for an employee. One of the quickest ways to get there is hold down the Ctrl key then hit the O key -> type in the word “editor” without quotes -> hit the Enter key and you are there. No mouse required!
Tip 1.5:
Here is a bonus tip for the above example – if you would like to open Official Schedule Editor in a new window (yes, it is possible to open multiple modules at the same time within the one Alvaria Workforce session just like Tom Cruise did in Minority Report), after you have typed out the word “editor” you can hit the Tab key twice to jump to the “Open in New Window” check box -> hit the Spacebar to place a check in the check box -> hit the Enter key. Magically, a new Official Schedule Editor window pops up! I will let you play around with the tab key more in your own time, it is quite handy to tab your way through the system. Tab away!
Tip 2:Now that I have your attention about tabbing. The moment you land on a field where you need to launch the lookup dialog to select something, your instincts may be to grab your mouse and find that tiny little look up “…” button to launch it. For example, you are in Official Schedule Editor, and you would like to look up an employee. RSI can be a serious issue and relying on your mouse arm heavily to perform this look up function all the time is not ideal. Hold down the Ctrl key then hit the Enter key is the shortcut to launch the look up dialog, and you are on your way to selecting the employee you are looking for.
Tip 3:
How many times have you right clicked and add… in Alvaria Workforce? For example, add an employee record, add a segment, add an Intra Day Performance, the list goes on! If I would get a dollar every time I did that mouse click combo, I would be a millionaire by now (but I think I would still not retire since I love being in Workforce too much). Drum roll… the shortcut is that you could hold down the Ctrl key then hit the Insert key to open that add dialog window. Happy adding!
Tip 4:
Speaking of adding, this shortcut is not just a mouse click saver but something functional. For example, you need to add in notes for an employee and you also would like to track when exactly you wrote those notes down for record keeping purposes, just like a diary entry. Once you are in the memo field, you can hold the Ctrl key then hit the M key, after which you would see a timestamp appear in the format of <MM-dd-yyyy HH:mm:ss> for the current date and time.
Tip 5:
Last but not least, this shortcut is a great friend to have, especially when you need help. Pun not intended; it is to launch the Alvaria Workforce Help! In most modules you are working in, if you are not sure about a field within the window, you can simply hit the F1 key, and a help window would pop up that is contextually based on the window you were in. For example, if you are in Forecast Group -> General tab and you are not sure what “Allow long service delays:” is, you can hit the F1 key -> click into the General tab hyperlink and read about Allow Long Service Delays.
At Call Design we are more than happy to help you with any questions you have about Alvaria Workforce, but this help menu shortcut is a great initial step to see if it can get the help immediately at the tip of your fingers. Of course, if you have further questions, please do not hesitate to contact us!
I hope you are able to start practicing these shortcuts next time you are in Alvaria Workforce. It is no secret that shortcuts can help you be more efficient in your day job, save you time, and can even save you from developing RSI. I have only shared what I believe to be the lesser-known shortcuts and there are a plenty more shortcuts built-in to the Alvaria Workforce system. I would be more than happy to share some more shortcuts with you another time…
Since the beginning of 2020 and the inception of COVID-19, contact centers have had to make adjustments as to the way we work and employees’ daily lives. This shift in the workplace proved to be specifically challenging for contact centers and help desks. Agents were used to being in an office and not working virtually. The change to in-person and effectively assisting customers had to take place quickly and efficiently. On any given day, agents might experience more extended workdays due to higher call volume, handling of complicated subjects, and customer complaints, and aggravation.
