CRM - April 2008 - (Page 48) SCOUTING REPORT BY DONNA FLUSS Productivity and Workforce Management WFM solutions typically pay for themselves in under a year— can you afford not to have one? C ONTACT CENTER workforce management (WFM) solutions are among the most important productivity tools in contact centers. These applications allow managers to forecast the volume of transactions that a contact center will be required to handle and to schedule the optimal number of agents to meet the anticipated need, factoring in agent breaks, training needs, vacations, and sickness absences. These solutions also streamline the hiring process, enabling managers to address both the number of agents required and the skill sets that are necessary to provide the best service to customers. When used properly, the payback from WFM is typically six months to a year. As the economy slows down further, contact centers will be asked to deliver additional productivity improvements. WFM solutions can be a major contributor to these cost-saving initiatives. Workforce Management Solutions Performance Management Long-Term/Strategic Planner Optional Modules Multichannel Forecasting Multiskill Support Contact Center Value-Added Modules Forecasting Scheduling Intra-Day Real-Time Adherence Agent Self-Service Administrive Reporting Core Modules Source: DMG Consulting LLC, December 2007 Figure 1: Workforce Management Solutions 48 CUSTOMER RELATIONSHIP MANAGEMENT | APRIL 2008 WFM DECISION CRITERIA: IS WFM FOR YOUR CONTACT CENTER? Debates continue regarding the size of contact centers that should use WFM. These discussions are expected to continue well into the future, as there are many factors that impact the need for these solutions. These factors include: number of agents, number of agent skill groups, number of sites, number of interaction channels, use of advanced routing capabilities, and use of at-home agents. When contact centers were simple—single-site and handling only inbound calls—most managers were able to do an adequate job of manually forecasting call volume and scheduling using a spreadsheet for up to 100 agents. After the department grew beyond 100 agents, it often became too complex and time-consuming to forecast and schedule with spreadsheets; it was often at this point that managers decided to invest in a packaged WFM solution. The dynamic changed as contact centers grew more complex. When contact centers began adding sites or channels, the need for WFM grew. The challenge of coordinating activities between two sites or juggling multiple channels, such as calls and emails, made it more difficult to use spreadsheets, and increased the need for WFM solutions. Now, as contact centers become more complex with the increasing use of remote (or at-home) agents, there will be an even greater need for WFM. A hands-on and practical approach is required in order to determine if a contact center would benefit from a WFM solution. If the solution will pay for itself in less than one year or provide a strategic differentiator (in cases where interaction volume is very low), your company should invest in WFM. Otherwise, stick to a spreadsheet. We recommend that the following contact center environments use WFM: a single-site contact center with 100 agents that handles only phone calls; a multisite contact center with 50 agents; a multiskill contact center with 50 agents; a multichannel contact center with 50 agents; and a contact center that has a staff of 50 or more and uses remote agents. We have seen environments with as few as 20 agents benefit from WFM. If the forecasting and scheduling complexity is high, WFM is recommended. www.destinationCRM.com http://www.destinationCRM.com
Table of Contents Feed for the Digital Edition of CRM - April 2008 CRM - April 2008 Contents Front Office Reality Check Customer Centricity The Tipping Point A Tenancy of One’s Own The Rebirth of Taxes destinationCRM Dashboard Labor Disputes Reach The Contract Center The Plight of the Wirelines Required Reading The 2008 Service Awards The 2008 Service Leader Awards Customer Self-Service Microsoft Genesys Oracle eGain Astute Solutions The 2008 Rising Stars The 2008 Service Elite Awar Re:Tooling Scouting Report Pint of View CRM - April 2008 CRM - April 2008 - CRM - April 2008 (Page Cover1) CRM - April 2008 - CRM - April 2008 (Page Cover2) CRM - April 2008 - Contents (Page 3) CRM - April 2008 - Contents (Page 4) CRM - April 2008 - Contents (Page 5) CRM - April 2008 - Contents (Page 6) CRM - April 2008 - Contents (Page 7) CRM - April 2008 - Front Office (Page 8) CRM - April 2008 - Front Office (Page 9) CRM - April 2008 - Reality Check (Page 10) CRM - April 2008 - Reality Check (Page 11) CRM - April 2008 - Customer Centricity (Page 12) CRM - April 2008 - Customer Centricity (Page 13) CRM - April 2008 - The Tipping Point (Page 14) CRM - April 2008 - The Tipping Point (Page 15) CRM - April 2008 - A Tenancy of One’s Own (Page 16) CRM - April 2008 - The Rebirth of Taxes (Page 17) CRM - April 2008 - destinationCRM Dashboard (Page 18) CRM - April 2008 - Labor Disputes Reach The Contract Center (Page 19) CRM - April 2008 - The Plight of the Wirelines (Page 20) CRM - April 2008 - Required Reading (Page 21) CRM - April 2008 - Required Reading (Page 22) CRM - April 2008 - The 2008 Service Awards (Page 23) CRM - April 2008 - The 2008 Service Leader Awards (Page 24) CRM - April 2008 - The 2008 Service Leader Awards (Page 25) CRM - April 2008 - The 2008 Service Leader Awards (Page 26) CRM - April 2008 - Customer Self-Service (Page C1) CRM - April 2008 - Customer Self-Service (Page C2) CRM - April 2008 - Microsoft (Page C3) CRM - April 2008 - Microsoft (Page C4) CRM - April 2008 - Microsoft (Page C5) CRM - April 2008 - Microsoft (Page C6) CRM - April 2008 - Genesys (Page C7) CRM - April 2008 - Genesys (Page C8) CRM - April 2008 - Genesys (Page C9) CRM - April 2008 - Oracle (Page C10) CRM - April 2008 - Oracle (Page C11) CRM - April 2008 - Oracle (Page C12) CRM - April 2008 - eGain (Page C13) CRM - April 2008 - Astute Solutions (Page C14) CRM - April 2008 - Astute Solutions (Page C15) CRM - April 2008 - Astute Solutions (Page C16) CRM - April 2008 - Astute Solutions (Page 27) CRM - April 2008 - Astute Solutions (Page 28) CRM - April 2008 - Astute Solutions (Page 29) CRM - April 2008 - Astute Solutions (Page 30) CRM - April 2008 - Astute Solutions (Page 31) CRM - April 2008 - Astute Solutions (Page 32) CRM - April 2008 - Astute Solutions (Page 33) CRM - April 2008 - Astute Solutions (Page 34) CRM - April 2008 - The 2008 Rising Stars (Page 35) CRM - April 2008 - The 2008 Rising Stars (Page 36) CRM - April 2008 - The 2008 Rising Stars (Page 37) CRM - April 2008 - The 2008 Rising Stars (Page 38) CRM - April 2008 - The 2008 Rising Stars (Page 39) CRM - April 2008 - The 2008 Rising Stars (Page 40) CRM - April 2008 - The 2008 Service Elite Awar (Page 41) CRM - April 2008 - The 2008 Service Elite Awar (Page 42) CRM - April 2008 - The 2008 Service Elite Awar (Page 43) CRM - April 2008 - The 2008 Service Elite Awar (Page 44) CRM - April 2008 - The 2008 Service Elite Awar (Page 45) CRM - April 2008 - Re:Tooling (Page 46) CRM - April 2008 - Re:Tooling (Page 47) CRM - April 2008 - Scouting Report (Page 48) CRM - April 2008 - Scouting Report (Page 49) CRM - April 2008 - Pint of View (Page 50) CRM - April 2008 - Pint of View (Page Cover3) CRM - April 2008 - Pint of View (Page Cover4)
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