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Workforce Management

Tips for more effective call center forecasting, scheduling and agent adherence

Featured Whitepapers

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Workforce Management Hints, Tips & Best Practices

What is call center shrinkage and how to minimize it

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What is call center shrinkage?
One of the most important concepts in schedule adherence is shrinkage. Shrinkage can be defined as the time for which people are paid during which they are not available to handle calls.

There are many reasons that can cause shrinkage - and it has to be taken into account when scheduling the required number of agents to meet call volumes. But the truth is that most companies badly under-estimate the sheer volume of shrinkage that besets their call centers. This comes about due to a host of potentially hidden areas of shrinkage. Many managers keep their eye on several of these, but few are able to stay on top of all of them: lateness, talking to associates, personal calls and emergencies, leaving early and taking longer breaks. The bottom line on shrinkage is the amount of minutes per day that agents are being paid to be on the phone when they are not actually working or available to receive calls or work on customer related issues.

How to track and manage shrinkage?
Shrinkage can be a major factor in failing to meet service level targets. Call centers that take shrinkage parameters into account in their forecasting and scheduling typically achieve higher service levels at lower operating costs. They often do that by including all call related activities into the forecast and schedule planning process. Here is an example of how to track and manage shrinkage as part of the workforce scheduling process:

what is call center shrinkage

For more information about shrinkage, please also read the following two blog posts:
In addition, you can download our whitepaper about tracking and improving schedule adherence - it should provide some valuable insights into the relationship between shrinkage and agent adherence.

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Call center staffing models and scheduling tips

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Besides the key staffing and scheduling question about how many agent you need at any given time, you also need to think about what agent skills and expertise you need at specific times and types of calls. Here are a few things to consider when planning your call center staffing and schedule:

Ranking of agents

  • Creating a schedule by agent rank can be very effective in reducing costs and increasing sales.
  • Rank according to call completion time, calls per hour, call quality, customer satisfaction or other performance measures.

Match personality and team

  • Studies have shown that a good relationship with colleagues drives motivation and performance.
  • Your schedule should leverage this by teaming up the “right" people.

Multi-skilled agents and routing 

  • The productivity gain from giving each agent two skills could easily be 10-15%. 
  • The importance of multi-skilled agents is that they form overlapping groups. For example, having one group that can handle calls type A and B while another group takes calls type C and D, can be substantially improved by adding a group that is able to handle calls type B and C (or one of the other three combinations). 

For more information about this topic, please download the "Seven Tips for more Effective Call Center Scheduling" whitepaper.


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Workforce management software vendor guide

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Selecting and deciding on the right workforce software for your call center is crucial. In case you missed the recent buying and vendor guide about workforce management and optimization software in Enterprise Apps Today magazine, please read on. The article listsfour leading Workforce Optimization and Management vendors and Monet Software is proud to be one of them.

Here is an analyst quote from the article: “Workforce management applications are designed to automate the deployment of the workforce through workload planning, scheduling, time and attendance tracking, resource management, and rules and compliance management,” said Lisa Rowan, an analyst at IDC. “Increasingly, workforce management applications are being integrated into customer relationship management applications in a contact center environment.” Some of the key features of WFM, Rowan says, are skills and certification tracking, shift/vacation bidding, workload planning, forecasting, scheduling, scheduling optimization, customer wait-time forecasts, coverage management and absence management.

If you are interested in seeing these solutions in action, please visit our workforce optimization demo center.


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How to improve schedule adherence and get it to the next level

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Even with schedule adherence tracking in place, one remaining challenge is often the fact that agents can have so many different non-call tasks, exceptions and states that standard WFM solution are not able to plan for and monitor. That's where Advanced Schedule Adherence comes in. It enables supervisors and call center managers to create custom states and rules to match their unique center needs. Here are a few examples:

Here are a few examples:
  1. Create custom states for call wrap-up, special after call work, outbound preparation and other activities
  2. Establish thresholds for each state that indicate how much time is considered “in adherence”.
  3. Define which states are included or not included in the agent adherence calculation
Exceptions and non-call activities can be considered “scheduled activities,” along with available, break, lunch, and logged out states. Call center managers can customize which statuses are allowed and not allowed for each scheduled activity. Since every call center has unique agent activity types, this flexible approach to agent adherence monitoring gives centers a new level of accuracy in managing call center performance, while also providing more transparency and clarity to both, agents and supervisors. To learn more about this, please also download the Strategies for Improved Agent Adherence whitepaper from our resources library.

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Workforce Optimization Software Buying Guide for Call Centers

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The software application magazine Enterprise Apps Today just published an article about workforce optimization software for call centers. It talks about the importance of workforce optimization as part of the overall call center strategy and highlights several vendors, interviews with executives and a buying guide for call center workforce optimization software. 

Monet Software is mentioned as one of the leading vendors for workforce optimization software in the article. Please click this link to read the full article.


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Workforce management for contact centers

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What makes workforce management software for contact centers so critical? Well, when customers are contacting your center, you have only seconds or minutes to take their call (before they hang up) or when you have agents ready and there are no calls, you are wasting money and resources. Especially for smaller and medium sized centers, higher fluctuations in call volumes make it more difficult to accurately forecast and then schedule agents that deliver a high service level, while also controlling costs. Here are key workforce management capabilities that make managing your workforce more effective and easier:

  • Forecast simulation: Simulations help calculate a more precise forecast for future call volume, agent requirements and average handle time for any time interval of the day, based on historical data from your ACD.
  • Scheduling of all activities: Scheduling engines should incorporate all call types and other activities to generate staffing schedules that optimize a wide range of factors, including agent availability, skills, holidays, breaks and service levels.
  • Exception handling: Integrated exception calendars help simplify scheduling of agent exceptions such as time off and one-time or recurring training meetings.
  • Intra-day management: Graphical display of agents' schedules provide alerts and better help manag breaks, lunches and other exceptions in your contact center.
  • Real-time adherence: Real-time views and comparison of planned agent activity with actual activities, as well as of forecasted and actual call volumes, handle times and other key performance indicators throughout the day.
 To learn more, you can watch a series of workforce management videos on our website.

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Call center schedule adherence definition, impact and tips for improvement

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This blog has published many articles and advice on call center schedule adherence and this topic seems to be on top of the list for many call center managers because we see a lot of interest. So, here is another summary of the top articles about schedule adherence for you:

There is also a whitepaper about schedule adherence you can download if you are looking for more information


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7 Reasons for Call Center Forecasting and Scheduling in the Cloud

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Almost everyday, you can read analyst reports and magazine articles about the adoption of cloud-based solution in all areas of business, including call center forecasting and scheduling. Here are 7 reasons why companies move to the cloud:

  1. Easier to use: Cloud-based solutions are designed to be easy to use for fast adoption, without a lot of training. Think ROI!
  2. Lower investment: Traditional software requires a substantial upfront investment for software licenses, hardware and additional software. The cloud model eliminates that.
  3. Faster implementation: Have you experienced long and painful software implementation projects? Cloud-based software has changed this. Instant account creation and easy configuration and self-service makes it possible to roll-out and use solutions in weeks.
  4. Less maintenance: The IT team in your company has to make sure that the software is working, servers are running, do back-ups, etc. Again, with cloud, this is all done by the solution provider.
  5. Always newest version: Do you use an older software version simply because it is too expensive or too painful to upgrade? Typically, cloud solutions automatically deploy new features and versions. Customer can easily take advantage of new functionality.
  6. Access from anywhere: Do you have call centers at multiple locations and a pool of flexible home agents? Providing a consistent infrastructure is a challenge. Cloud computing delivers “software” over the Internet - it's easier to deploy, more consistent and easier to use and support.
  7. More flexibility and scalability: As you grow your call center and as your needs change, it is often easier to add functionality, capacity and additional modules using the cloud model.  

Bottom line: Lower cost, lower risk and faster adoption are convincing more and more call centers to "go cloud". To learn more, please watch a demo of cloud-based call center scheduling.


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What to look for when buying hosted or cloud-based workforce management software

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In addition to the core questions regarding functionality and capabilities that address your unique business needs, there are a few additional questions that need to get evaluated especially for hosted and cloud-based solutions. Here are the questions to consider:

The difference between hosted and cloud-based workforce management software
In our last blog post we have clarified the difference between "hosted" and "cloud-based" workforce management software.It is important to understand the difference and the implication on costs, usage and overall risk. 

All inclusive pricing (maintenance, support and upgrade)
When comparing offerings, it is key to evaluate costs and pricing for the overall software application life-cycle, such as, purchase, installation, set up, training, maintenance, support, and upgrade.

  • Are there any initial costs for set up, training, etc.?
  • How high are the monthly/yearly subscription fees for usage?
  • Are there any additional maintenance fees?
  • Are there any additional customer support fees
  • Are there any additional upgrade fees for new versions
  • Are there any other fee for additional storage, higher performance, etc.


Integration to other call center software systems
Just as the ACD/PBX systems should be integrated to workforce management software to achieve better forecasting and real-time schedule adherence, it is important to look at other integration points. For example, an integrated workforce optimization solution connects all aspects of scheduling, skills, call quality, metrics and compliance to better meet customer needs and deliver more effective customer service. You can easily identify patterns and analyze metrics at various levels for training and quality assurance purposes and establish quality standards and best practices. In addition, you can combine quantitative and qualitative information for a complete assessment of contact center performance. Only an integrated WFO suite allows you to “connect the dots” to get the whole picture that allows you to impact the bottom line. And today's cloud-based solution make it often more easy to integrate or even offer the integration "out of the box".


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Call center forecasting and scheduling tips and best practices

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The following is a list of practical tips, tricks and best practices on how to better forecast call volumes and more effectively schedule your call center team:

If you would like to see some of these tips in action, please watch our video demonstrationsabout call center forecasting and scheduling.


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The advantages of real-time schedule adherence in your call center

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Real-time schedule adherence functionality continuously monitors and records the real-time status of your staff to show which agents are on the phone and which ones are not, so you can quickly take corrective action to streamline workflow processes. Call center schedule adherence screens display when agents are available for calls and when they take their lunches and breaks based on predetermined schedules.
A manager can easily compare planned agent activity to actual activities throughout the day, and can see the real-time status of each agent against the planned activity. Intra-day management features provide real-time views of forecasted, actual, and predicted call volumes, handling times, and other key performance indicators. You get alerts when agents are out of adherence, enabling you to adjust schedules accordingly, begin live monitoring, or record calls for future training sessions. Here are some key capabilities:

  • Monitor agent status in real-time
  • Receive instant alerts for out-of-adherence states
  • View agent exceptions in real-time and approve or deny them in one-minute increments
  • Monitor and analyze key performance indicators and trends to reforecast, reschedule, and adjust staffing
  • Track and compare forecasted and actual center statistics schedule overtime or time off during high and low call volume situations
  • Evaluate adherence and take action to improve performance

A key component to managing adherence is to reduce shrinkage, which is the time for which agents are paid during times when they are not available to handle calls. Shrinkage can dramatically affect your center's ability to meet service levels. To learn more about this topic, please read the whitepaper about agent and schedule adherence.


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5 Strategies to improve call center schedule adherence

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One of the biggest challenges of running a call center is making sure that employees adhere to their schedules. Applying a strategic approach to improving adherence is crucial for contact centers struggling with rising costs, low service levels, and low customer satisfaction. This whitepaper summarizes five strategies to help boost agent adherence in your call center.

  1. How to quantify the cost and service implications of missing staff
  2. Learn about options for setting adherence performance goals
  3. How to identify the reasons why staff don't adhere to the schedule plan
  4. How to develop reward and consequence programs that support adherence goals
  5. How to effectively track, monitor and measure adherence

The whitepaper also explains how Workforce Management software helps call centers implement those adherence strategies more effectively. If you want to learn more about real-time schedule adherence, please visit also our main website.


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Top 5 call center forecasting & scheduling articles for first half of 2012

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We have seen tremendous interest in our Call Center Workforce Management blog over the last 6 months. We just compiled a list of our top blog posts based on page views. We also noticed that there was a lot of interest in "schedule adherence". This still seems to be one of the key challenges for call centers. Here is the top 5 list in case you missed some of the articles:

  1. What is schedule adherence and why is it important for a call center?
  2. Call forecasting and call center scheduling spreadsheets? A few considerations.
  3. Contact Center scheduling and call forecasting overview
  4. Important call center metrics: Service Level
  5. Workforce Management: How to move from "reactive" to "pro-active" call center performance management

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Call center schedule tips

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We have created a list of seven practical tips for call center scheduling to not only keep your call center running efficiently, but also maintain high service levels, and keep costs under control. We would like to share these tips with you and hope it proves to be useful in your daily call center operations.

You can download the whitepaper by clicking this link 7 Tips for more effective call center scheduling. If you are also interested in schedule adherence, you can also download our whitepaper with the topic: Practical strategies for improving call center schedule adherence.


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Call center schedule adherence best practices summary

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One of the most challenging jobs related to managing any call center, is ensuring there is the right number of staff with the right skills available at the right times of the day. Over the last 12 months we haven written a few articles about schedule adherence and received a lot of interest about this topic. Therefore, we thought it would be a good idea to create a summary of the top articles about schedule adherence:

We hope you find these articles useful, and please feel free to contact us if you have any questions about call center scheduling, forecasting or adherence.


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Workforce management: How to move from "reactive" to "proactive" call center performance management?

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Performance management is a critical part of managing call centers and is essential to help you align your people, processes and systems to your goals and objectives, such as customer satisfaction, cost control and revenue goals. Many call centers lack the means to measure and track their key performance indicators (KPI) necessary to improve forecasting, staffing, scheduling and adherence. There is a trend of transforming call center performance management from a reactive to a more proactive approach. Scorecards, key performance indicators, real-time alerts, agent analytics, dashboards, and customizable reports deliver a constant stream of actionable intelligence helping managers and supervisors make more informed decisions faster, resulting in higher customer satisfaction, more cost control and better utilization of resources. Here are just a few benefits:

  • Better decisions through actionable intelligence and flexible real-time dashboards: Gives management a unified view to monitor and analyze key performance metrics, such as agent adherence, service levels, labor costs and staffing resulting in more informed decisions.
  • Improved productivity and agent motivation through scorecard capabilities:Motivates agents to self-manage their performance and take action with coaches and supervisors based on real data and KPI’s (key performance indicators) to meet business objectives, creating a culture of accountability and self-motivation.
  • Easy and fast access to key performance indicators: Frees up time for supervisors and managers to focus on working with agents, coaching, training and planning, instead of collecting and analyzing data.

To learn more about agent analytics and performance management please take a look at our website or download our Monet Metrics brochure as part of the WFM Success Kit. 


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What is schedule adherence and why is it important in the call center?

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Schedule adherence is the degree to which agents stick to their schedules, measured as a percentage. Considering that staffing is the single biggest cost facing any call center – and that every minute counts when it comes to meeting customer service levels – it’s easy to see why call center managers are putting an increasing emphasis on improving it and are looking to their workforce management software for solutions.
 
If you run a small call center with 5 to 20 agents, you might think schedule adherence isn’t all that important. But if you take a closer look at all the different junctures throughout the day where agent time is “lost,” you’ll realize that it can add up to a serious loss of revenue over the course of a year.

Call center workforce management schedule adherence strategy whitepaper
Download whitepaper

Schedule adherence is particularly important for ensuring smooth transitions between shifts. Call center schedules tend to be very complex – which means there can be a lot of junctures during a shift where an agent will go out of adherence. For example, an agent might show up for his shift five minutes late; log on to the ACD seven minutes late; show up for a training session eight minutes late; and go over their break time by 10 minutes - resulting in the agent being a total of 30 minutes out of adherence for that one shift. Multiply these “out of adherence” events across a center with dozens if not hundreds of agents - and then multiply that by the total number of shifts - and its easy to see how schedule adherence can quickly become a serious problem.

Keeping track of schedule adherence using manual systems such as spreadsheets can be incredibly time-consuming and challenging. This is where today’s web-based call center scheduling solutions are playing an increasingly crucial role. They track schedule adherence in real-time and and automatically send you alerts.

When implementing a new program for improving schedule adherence in your call center - perhaps through the deployment of a workforce management system - it’s a good idea to discuss those changes with your employees first. The one thing you don’t want is a negative backlash from your valued employees, who might not be all that thrilled to be working under the watchful eye of “Big Brother.”

In order to reduce any negative backlash from your agents when implementing a new program to improve schedule adherence, you must first “inform and educate.” Agents need to understand the relevance of schedule adherence, how a mere 10 minutes here and there impacts other agents and the entire call center performance.

Then you should “measure and manage:” Measure and track adherence using workforce management tools and solutions, tracking adherence in real-time and running reports. Share these adherence reports with your agents and discuss how they are doing. It is important to give regular feedback regarding adherence statistics.

Finally, you can provide “incentives.” Reward agents that adhere to their schedule (95 percent within adherence scores) through recognition within the team and tie bonuses to good scores. It is also critical that all agents are aware of the consequences for out-of-adherence behavior, as this establishes their responsibility towards the success of the call center.

For more information, please read our 5 Strategies for improved Schedule Adherence whitepaper.

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Workforce management unified with call recording

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It’s common knowledge that call recording software is a powerful tool for businesses to accurately capture voice conversations with their customers. However, when  combined with call center workforce management, call recording makes it easy and efficient for call centers to optimize operational efficiencies, employee satisfaction, and the overall customer experience—a combination that takes call recording to a whole new level. Here are the key benefits:

Improve service quality
One of the most critical differences call recording software can make is improving the quality of customer service. It is impossible hover over each individual agent at all times to ensure the service they’re providing is up to company standards. Even if this were feasible, the discrepancy of how agents handle themselves while knowingly being monitored would be ever-present.

More effective and personalized training
With call recordings, managers and call center trainers have the means to not only measure their agents’ ability to adhere to company-approved responses, but to gauge how they’re performing in terms of efficiency, courtesy, and conversational style.With call recording, the training can be personalized and customized to the needs of every agent, making it more effective and efficient. Call monitoring also allows for ongoing, situation-specific training that will guide agents through best practices for a range of customer interactions. Recorded conversations can also be compiled into groups for training purposes.

Increase revenues and profits
With improved training comes improved service, and with improved service, it only makes sense that a boost in profits is close behind in the form of more up-sells, customer loyalty, repeat business, and new sales, less employee turnover, and faster training.

Ensure compliance and avoid lawsuits
Compliance is an important requirement for many businesses, especially those in the financial services industry that are continuously monitored by private and government entities whose job it is to regulate the handling of private financial information.

Improve customer satisfaction
The ability to monitor, score, and dissect past and current calls gives managers more control over how their agents engage customers. Managers can monitor conversations on the spot and address any issues that may be negatively impacting performance metrics. Call recording also allows unhappy customers to be addressed immediately, before they may want to file a complaint.

For more information about this topic, please also see our call recording blog.


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Workforce management software for call centers: How to convince your executive team

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Persuading senior management to change “business-as-usual” call center systems can be a difficult undertaking. A challenging economic environment puts pressure on all areas of the organization to implement solutions that reduce costs and increase revenues—all while improving performance and productivity. As each solution competes for investment dollars, only a select few offering the highest ROI will obtain funding.

Here are three key steps to make your case:


If you need help presenting the benefits of an automated WFM solution to your management team please see our workforce management ROI white papers or contact us and we are happy to answer your questions, share some ROI tools and provide guidance.

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Contact Center Scheduling and Forecasting Functionality

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What are the key functional components of a scheduling and forecasting solution for a contact center? Here is a quick overview:

  • Forecasting: Ability to run simulations to calculate a precise forecast for future call volume, agent requirements and average handle time for any time interval of the day, based on historical data from your ACD system.
  • Scheduling: The scheduling module should incorporate all call types and other call and non-call related activities to generate staffing schedules that optimize a wide range of factors, including agent availability, skills, holidays, breaks, training and service levels.
  • Exception handling: Integrated exception calendar to simplify scheduling of agent exceptions such as time off and one-time or recurring training meetings.
  • Real-time adherence: Ability to compare planned agent activity to actual activities throughout the day, as well as real-time views of forecast and actual call volumes, handle times and other key performance indicators.
  • Intra-day management: Graphical display of agents' schedules with drag-and-drop functionality to quickly manage breaks, lunches and other exceptions. Real-time updates can be made to required and assigned agents instantly, and display surpluses and shortages for each time period of the day.
  • Agent - supervisor collaboration: Enables easy and efficient agent-supervisor interaction and collaboration, such as exceptions, schedule bids or swap requests and critical reports. Agents get empowered to be more directly involved in the scheduling process by entering exceptions or bids and viewing their schedules at any time.
  • Configuration & administration: Ability to set up unlimited number of center splits or agent groups, each with its own set of service objectives and guidelines. Management of multiple sites and time zones. Ability to set hours of operation by day of week, and service level goals down to 15-minute intervals if desired.
  • Metrics and reporting: Ability to report and analyze all agent activities including their schedule adherence and key performance indicators. Managers need to get actionable insights through tools such as call center dashboards, Key Performance Indicators (KPI) and real-time alerts.
If you are interested in seeing a solution in action, please take a look at a contact center forecasting and scheduling demo on our website.

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Extend the value of workforce management software with call recording

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The goal of workforce management is to create a more productive work environment through the planning, management tracking and analysis of such vital activities as agent performance, forecasting, scheduling, and adherence. 

With call recording software solutions, it’s possible to capture valuable intelligence from agent-customer interactions, and thus improve both service levels and service quality / sales conversions. Data gathered from customer contacts makes it easier to forecast the length of future calls, find out why some calls take longer, and respond accordingly with training or changes in procedure. Call recording software can also assist with assessment of agents’ skills and performances, allowing for skill-based routing and scheduling. Please read more about this topic on our call recording and monitoring blog.


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Impact of Call Recording Software on Workforce Management

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One of the areas where call recording software can have a positive impact is workforce management. In fact, there are several crossover elements to workforce management systems that incorporate, or are complemented by call recording software solutions. When properly leveraged together, the result in improved communication between management and agents, and more efficient performance.

The goal of workforce management is to create a more productive work environment through the planning, management tracking and analysis of such vital activities as agent performance, forecasting and scheduling, schedule adherence, training efforts and the configuration and administration of multiple groups and sites. The addition of contact center recording software offers a means to more effectively achieve these objectives.

With call recording software solutions, it’s possible to capture valuable intelligence from agent-customer interactions, and thus improve both service levels and service quality / sales conversions. Data gathered from customer contacts makes it easier to forecast the length of future calls, find out why some calls take longer, and respond accordingly with training or changes in procedure.

Call recording software can also assist with assessment of agents’ skills and performances, allowing for skill-based routing and scheduling.

The ongoing goal of every call center management team is higher service levels, favorable customer interaction, and more efficient services and profitable sales. Call recording software combined with workforce management are essential tools in these efforts. For more information about workforce management, please see also our Call Center Workforce Management blog.



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Call Center Scheduling Methods, Tools and Techniques

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Over the years we have provided a list of practical call center scheduling techniques, methods and tips in this blog. In order to make it easier to find those, we created this post with all of them listed in one place. We hope you find it useful:
If you are interested in web-based tools, please also watch the call center scheduling demo on our main website.

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Workforce Management Software Selection Guide for Call Centers

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Every call center has different needs. Size, structure, industry, type of calls and many other factors determine your unique requirements. However, there are some guidelines and key questions you should consider when selecting workforce scheduling software for your call center:

Key Functionality:

  • Forecasting: Ability to run simulations to calculate a precise forecast for future call volume, agent requirements and average handle time for any time interval of the day, based on historical data from your ACD.
  • Scheduling: The scheduling engine should incorporate all call types and other activities to generate staffing schedules that optimize a wide range of factors, including agent availability, skills, holidays, breaks and service levels.
  • Exception handling: Integrated exception calendar to simplify scheduling of agent exceptions such as time off and one-time or recurring training meetings.
  • Intra-day management: Graphical display of agents' schedules with drag-and-drop functionality to quickly manage breaks, lunches and other exceptions. Real-time updates can be made to required and assigned agents instantly, and display surpluses and shortages for each time period of the day.
  • Real-time adherence: Ability to compare planned agent activity to actual activities throughout the day, as well as real-time views of forecasted and actual call volumes, handle times and other key performance indicators.
  • Configuration & administration: Ability to set up unlimited number of center splits or agent groups, each with its own set of service objectives and guidelines. Management of multiple sites and time zones. Ability to set hours of operation by day of week, and service level goals down to 15-minute intervals if desired.
  • Metrics and reporting: Ability to report and analyze all agent activities including their schedule adherence and key performance indicators. Managers need to get actionable insights through tools such as call center dashboards, Key Performance Indicators (KPI) and real-time alerts.

Implementation and user adoption -
Questions to ask when evaluating the implementation:
  • Implementation and setup: How long does it take to implement and configure the solution to your unique needs.
  • User setup: How much effort is it to set up users in different locations such as remote and home offices?
  • Training: How much effort does it take to learn and productively use the solution?
  • Usability: Is the solution easy to use so that users can leverage the full potential of the software?

Total cost of ownership -
Evaluate key cost drivers of the software:
  • Upfront cost: How much do you have to invest upfront for software licenses, hardware and other software?
  • Implementation cost: Costs for internal staff and consultants to implement the software and train the users.
  • Ongoing cost: Calculate the internal cost of operation, as well as external cost such as ongoing software maintenance fees, subscription and consultant fees.

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Call Center Scheduling Tips - Part 2

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This is part 2 of our list of call center scheduling tips (here is part 1 in case you missed it):

5. Compare ACD logon time to time-clock entries


Make sure agents are logged in and ready for calls coordinating with the clock time.
Consider using the ACD agent log-in and log-out times for payroll – dependent on the culture and procedures you have established


6. Include all activities in schedule

When developing your forecast and schedule make sure to include

  • Breaks and lunches
  • Multiple tasks (calls, email, etc.)
  • Training
  • Time-off
  • Realistic buffer for shrinkage

7. Rank agents and match teams by personality

Rank your agents
  • Creating a schedule by agent rank can be very effective in reducing costs and increasing sales
  • Rank according to call completion time, calls per hour or other performance measures including sales and order size
Match personality and team
  • Studies have shown that a good relationship with colleagues drives motivation and performance
  • Your schedule should leverage this by teaming up the “right people
For more information about call center scheduling, please also see our new and updated corporate website.

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A More Efficient Call Center in One Minute?

These are just some of the real-world benefits experienced after implementing Monet WFM software.

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