Buying a WFM Solution: Questions to Ask, Features to Expect

This year looks to be a time of hiring at many contact centers, as the economy continues to steadily improve and business is picking up.

But more agents means more salaries, and even if company profits are headed in the right direction it is still imperative to budget wisely, cutting costs wherever possible while maintaining customer service levels. 

Doing so is very difficult without a workforce management (WFM) solution. With the advanced functionality and the more accurate forecasting and scheduling made possible by WFM, as well as the data it delivers on agent performance, schedule adherence and KPIs, contact center managers can always be assured the contact center’s resources are being utilized in the most efficient and cost-effective manner. 

What are some of the benefits WFM can provide that spreadsheets cannot? Here are the most important: 

Real-time Adherence to schedule

One of a contact center manager’s most important tasks is keeping track of how the number and length of calls received by each agent matches the volume anticipated before the shift began. Tracking and schedule adherence are difficult, if not flat-out impossible, with just a spreadsheet. Spot-checks are fine as far as they go, but without the real-time tracking provided by WFM there is a higher risk of over/under staffing, shrinkage and missed service levels.

Skill-Based Routing

You know what types of calls your contact center receives, and you know which agents are adept at handling those particular calls. But the process of routing calls to the best recipients is more complex given the number of calls expected in any shift, and the number of agents available to handle them. Skill-based routing becomes less challenging with a WFM solution.

It’s not just about having a Spanish-speaking agent available for calls from Spanish customers – it’s having the right number of agents in place with the necessary skills to handle the influx of calls. It is forecasting in a way that meets service levels for every skill type, and taking into account which agents have multiple strengths and specialties. This is achieved through simulations that assess the effect that different skills assignments have on service levels, which can be reviewed, modified and re-run until the right mix is found. 

Multi-Location and Multi-Channel Coordination

Companies with multiple contact center locations require a means to coordinate personnel, resources and schedules at each facility so the service they provide is consistent. There may also be agents working from home that must be accounted for. WFM delivers these multi-site capabilities. At the same time, call centers have evolved into contact centers, and customers now use other means to communicate with businesses, from online chat to email. The same forecasting and scheduling principles can be applied to these other tasks with WFM, to be certain that agents and resources have been allocated to each channel, multi-tasking as needed to maintain cost efficiency.

Choosing the Best Solution

All of the aforementioned capabilities are essential to what WFM can and should provide, and this is where to start the vendor review process. Does a system possess?

  • The ability to coordinate in multi-skill, multi-contact environments
  • Support for email, phone and chat contact channels
  • The ability to run simulations based on required skills and personnel
  • The capability to analyze and report on a wide range of agent and scheduling date

Once these features have been established, there are other questions that should be asked as well: 

How will this system integrate with my business? 

The optimal WFM solution will improve a contact center’s procedures without requiring a complete overhaul of its current system. There will inevitably be a transition period as agents and managers acclimate to the new technology, but the end result should always be the capability of doing what has always been done, just in a faster, more efficient and cost-effective way.

How much does it cost?

An obvious question but also one that, for many smaller and midsized contact centers, marks the end of the discussion. Workforce management has traditionally been too costly ($100,000 or more for an on-premise solution).

But with cloud delivery systems, that is no longer the case. Users pay only a low monthly subscription fee with no upfront investment. And when it’s time to upgrade the software, it can be handled automatically at no additional cost. Contrast this with manual software upgrades, where the cost can be prohibitive enough to delay implementation. That reduces a call center’s ability to operate at maximum efficiency. 

How long will it take to set up?

Once again, advantage: Cloud. Set up can be completed in days, with secure access available to agents and managers in the call center and at remote locations. With a traditional hardware/software system, complete installation and configuration can take several weeks, if not months, which will add additional costs and inconvenience to the conversion process.

Is the system easily usable/scalable?

Usability is a priority with most cloud-based solutions, so call center agents and managers can get started more quickly from any location. In fact, the evolution of cloud software has accelerated the work from home trend in the call center industry, as it provides the same technology and service capabilities to an agent’s home computer and web browser as they would enjoy at the call center. No installation is required, data sharing remains secure, and managers enjoy even more flexibility in the forecasting and scheduling process.

Multi-site recording systems should provide full recording and monitoring functionality, as well as instant retrieval of any files, whether from local or networked storage systems. With a cloud-based system, storage is never an issue. Whether there are two call centers or fifty at home agents, all calls and customer interactions can be unified within one system.

Scalability is another cloud benefit: With a server, you can only expand your capabilities so much before another investment is required. The cloud platform allows for maximum scalability. 

Conclusion

When it comes time to choose a workforce management solution, it is imperative to find a system that works with the company’s budget, set-up and specific operation requirements, as well as one that can locate the gaps between the contact center’s available personnel skills and resources, and those that are needed to reach customer service goals.

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