Available WFM systems | Workforce management systems

This section reviews the general characteristics of vendor offerings in workforce management tools, in particular, monitoring systems. This very robust and advanced area of technology offers a variety of products to serve different call center characteristics. A major contributor to advances in this area is the growth of the Internet, a technology that has made it easier to store and retrieve information across networks and in a variety of different media formats.

Monitoring systems

Monitoring is a critical part of the process of teaching a new CSR how to deal with customers, how to handle difficult situations, and simply how to follow a script and read a screen full of complex information. Feedback is important to improving the performance of CSRs. Even CSRs that have years of experience need constant skill assessment and additional training to update their phone skills and to keep them up-to-date on new technologies and how to use them.

Some telephone switches have a monitoring system built in, and some vendors provide sophisticated software for combined monitoring and quality assurance programs. Typically, these software tools collect data about agent performance and assess that data over the short or long term. Some products also automate the scheduling of agent monitoring for later review. Managers don't need to be present to monitor or to set up tapes.

Training headset models are also available that have a second jack on the amplifier to accommodate a "no-microphone" headset that a trainer could wear when sitting beside the trainee. A low-budget monitoring system can be incorporated by plugging a tape recorder into the jack.

Pros and cons of monitoring systems

There are two basic criteria for quality measurement in call centers:

§  Ensuring the center has the best CSRs available, operating at the highest level they can personally achieve

§  Enforcing a consistent standard of quality for customer contacts from the customer's point of view

Monitoring CSRs is still the best way to achieve quality in terms of both criteria. If handled with sensitivity, monitoring can be a benefit to CSRs because it helps them define and reach career goals, assess strengths and weaknesses, and make progress according to realistic standards. One technique used by some organizations is to involve senior management in the call center process. A call is monitored by a senior executive so that this individual hears directly the "voice of the customer." Although monitoring does have some negative implications, if properly presented to CSRs the benefits to both the individual and the center become obvious. The proper instructions for using monitoring products emphasize the benefits to both parties of performance monitoring.

One obvious benefit of monitoring, assuming that it is performed in the right atmosphere, is that it creates an objective standard of behavior that can be measured and one that can be repeated. It helps ensure delivery not only of good service but also of consistent service from each and every CSR. From a CSR's viewpoint, monitoring creates a way to measure performance that can be described in advance and critiqued intelligently. Results can be quantified and reps can see improvement over time. As well, it allows management to benchmark standards and ensure that all CSRs are treated fairly and by the same standards.

Excesses in monitoring

Some monitoring tools go too far in assessing CSR performance and can be a detriment to improving productivity. As noted previously, call centers typically have the problem of high turnover; one product that has a voice analyzer that dynamically analyzes the speech flow of either the CSR or the customer during a call would probably make this problem worse. The product advises supervisors about how CSRs are "feeling" during the call by reporting on stress levels and other psychological indices, the theory being that this information could then be used to enhance the management of customer relations within the call center. The vendor thinks that this product could be used in conjunction with a monitoring application that stores calls and then retrieves them on demand and runs them through the analyzer. It includes a suite of tools that can diagnose both real-time and offline stress.

The types of data that are routinely captured by "quality monitoring systems," include, along with an audio message, the agent's screen activity or the Web page that the caller was looking at when completing the transaction. These data are combined to bring a new level of detail to the verification and quality monitoring process. Products such as these tread heavily on CSR sensitivities and they are very unlikely to enhance a CSR's performance. All CSRs experience stress, but there are a number of other, better ways from a human resource perspective to measure performance and reduce tension in the call center workplace. For example, some vendors offer screen monitoring and screen recording systems that provide tools with which supervisors can evaluate the interactions between CSRs and customers, evaluate CSR performance, and train new agents. Supervisors using these products have several monitoring options: They can view in real time one or more CSR PCs at the click of a button to see how they use the script and if they are using the system correctly. Or they can do a "round robin" among multiple PCs on the network, using a cycle mode, to systematically monitor a group of agents. There is also a "stealth" monitoring capability that lets supervisors monitor an agent's PC screen undetected. Supervisors can record any agent's screen at the click of a button and view and record one or more screens simultaneously. Later, they can play back these sessions, search to any point in the recording, and play back at any speed. These sessions can also be archived to accurately document performance on outsource contracts and to provide "proof of performance."

Selecting, installing, and using monitoring systems

Several useful guidelines, for monitoring systems should be considered before selecting a system and installing it in a new or existing call center operation. The newest technology tools are broad-based and make it possible for call center supervisors and managers to combine streams, allowing performance trends for both individual CSRs and groups to be analyzed from a variety of perspectives. Such an analysis can be scaled up to look at an entire center or groups of centers. Add information from accounts receivable, order entry, and other areas and a picture emerges that describes several characteristics about CSR performance. Thus, information on how much money a CSR or group of CSRs generates and whether a particular campaign is in trouble can be accessed.