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Successful implementation of Workforce Management Software

Posted: by: Chuck Ciarlo

Workforce management (WFM) software provides the best means of optimizing personnel resources in a contact center.

When a contact center decides it is ready to make the move to a workforce management software system, it now faces another decision when reviewing the range of available products. One way to improve the odds of choosing the right system the first time is to make a list of the qualities and capabilities that are most important. Such a list might include the following:

By using historical data, and through simulations to calculate future call volume, WFM generates forecasts for appropriate staffing, call handle time and other factors to maintain optimum call center performance for any time interval of the day.

Accurate forecasts create accurate schedules. A WFM scheduling engine should incorporate all call types and other activities. A staffing schedule is only valuable when it is optimized for all necessary factors, including agent skill sets, staff availability, holidays, breaks and service levels.

Intra-day Management
Scheduling an agent for a shift is not enough – WFM should provide a graphical display of variances in agents’ schedules during the workday for breaks, lunch and other exceptions. Real-time updates allow managers to compensate during surpluses or shortages for each time period.

Exception Planning
Choose a WFM solution with an integrated exception calendar that simplifies the scheduling of agent exceptions for training, time off and other variables.

Real-Time Adherence
Use WFM to compare planned agent activity to actual activities throughout the day, while also reviewing forecasts for key performance indicators such as call volume and handle time.

WFM should adjust to your call center regardless of how it is organized. Choose a system that lets you build an unlimited number of center splits or agent groups with separate service objectives and guidelines. Use WFM to manage multiple sites and time zones, and set service level goals down to 15-minute intervals.

Performance Analysis/Metrics
WFM provides actionable insights on all agent activities through dashboards, key performance indictors and real-time alerts.

Implementation: The Forgotten Attribute

All of these qualities pertain to the day-to-day usage of WFM, but contact center managers should not overlook the importance of implementation. Technology cannot benefit a business if it is not easy to use, and if it cannot be incorporated into the center with minimal training. It should also be possible to implement a workforce management solution to deliver break-even status in a matter of months, as opposed to years. But that will take some foresight.

While every company and corporate culture is a little different, these guidelines should prove valuable to any contact center in the process of a WFM transition.

Plan Ahead
Upfront planning – that incorporates both technical requirements and business processes, is critical.

Include all Departments

All of the contact center’s functional groups, including agents, managers, supervisors and trainers, should be involved in the process. The implementation of WFM software is going to represent a change for the center. It’s important for all those involved to know why the change is needed, how it will improve their business processes and how they all benefit from shared data and metrics.

Appoint a Liaison
While all voices should be heard, there should also be one project coordinator – usually a manager – with the experience and knowledge to work with personnel, answer questions and address concerns.


It will take time and patience to adjust to today’s feature-rich workforce management systems. But the last thing a contact center wants is to make the transition and then discover that employees are only using 20% or 50% of the system’s capabilities. Comprehensive training will be necessary to ease the culture shock and ultimately arrive at a place of optimal functionality. The faster agents in particular realize the benefits of a WFM solution, the faster they will take to its advantages.

What to Expect from a WFM Provider
Up to this point we’ve described the implementation process from the end-user perspective. But few of these steps can be taken without the support and expertise of the software provider.

For the contact center, WFM implementation is (ideally) a one-time process. For the provider, this is what they do every day, and they should have a system in place that will make the transition as easy as possible.

At Monet, our implementation plan and timeline begins with a kick-off call of about 60-90 minutes. This consists primarily of a discussion of roles and required data necessary to get started.

Once that is completed, the initial set up can begin. This process typically involves the creation of workgroups, shift profiles, skills and skill teams and the selection of service level targets. While the provider initiates these processes, they are then completed and customized by the client team.

Data collection set-up is next, which incorporates configuration and historical data import and verification. Depending on the contact center and the specific situation.

Once this is completed, training of personnel can begin. The procedure will start with the basics – forecasting, scheduling, rosters – and then examine the more advanced features of WFM, from assigning exceptions and analyzing reports to intra-day management.

After implementation and training are complete, the provider should continue to be accessible for questions or concerns, and provide follow-up checks to make certain everything is running smoothly. And since Monet's complete suite of workforce optimization is cloud based, there are not a lot of resources and money required for purchase and installation of hardware and software. Therefore, the implementation team can focus on the business needs and business processes, and less on technology. And the whole set up or implementation can be done in 30 to 60 days.

When a contact center makes the significant decision to install workforce management software, it is critical that the system be implemented and configured properly, since management will be making key decisions on operations and staffing based on the information it provides.

A successful implementation requires not only software integration and configuration skills, but also a solid understanding of the customer environment and of the multiple ways of addressing and solving the specific requirements of the contact center. It should also be completed as efficiently as possible to shorten ROI.

With a little research, contact centers stand a much better chance of not only selecting the right WFM solution the first time out, but the right software provider as well.

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