Resource Management
(A Two Day Workshop)


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Workshop Overview

Matching random transaction patterns with optimum resources is the key challenge facing customer contact centers. Managing resources well, we can satisfy customers at lower cost. The alternative is unsatisfactory service, higher cost, or both. This workshop helps contact center professionals in managing resources to get the best of both worlds.

Customer contact centers face the dynamics of matching appropriate resources with uneven workload. Manufacturing units smoothen the production curve using in-process inventory. Hotels and airlines manage the yields on their fixed, perishable resources. Contact centers face greater complexity with twin variations in demand and supply. Further complication comes from the influence staffing has on telecom requirements. Hence, Resource Management is a key challenge facing customer contact centers.

Fortunately, transactions follow distinct patterns amenable to forecasting. Queuing frameworks like Erlang provide tools for resource planning and management. This course uses these time-tested principles to provide answers to the following questions.

  • How to forecast accurately
  • How to calculate telecom and staff requirements balancing service goals with costs
  • How to schedule optimally and manage variation in real time

This workshop is designed to help contact centers achieve better service at lower costs by proper forecasting, capacity planning and scheduling.

Designed and delivered by people who understand Contact Center operations, this workshop uses contextual examples, case studies, and exercises aimed at 'learning by doing' These practical sessions equip participants with competencies to apply learning and deliver results! 

Workshop Objective

This workshop will help participants:

  • Appreciate the importance and business benefits of resource management - telecom and staff
  • Understand the key drivers and planning framework of contact centers resources
  • Identify data requirements for optimal resource utilization
  • Comprehend and use tools for forecasting, determining capacity and staffing requirements, scheduling and real time management
  • Become aware of enabling technology
  • Identify common problems, their causes and solutions
  • Imbibe industry best practices
  • Increase readiness to apply learning 'on the job' immediately

Methodology

It is an interactive workshop that uses

  • Presentations for knowledge dissemination
  • Discussions for knowledge sharing
  • Case studies for exposure to real-life issues
  • Individual and group exercises for application practice
  • Games for simulated learning combined with fun

This methodology facilitates faster learning, easier implementation and higher retention.

Who Should Attend

This workshop is useful for implementers/ key managers and supervisors interested in learning and applying the principles of Resource Management.

  • Forecasters, schedulers and control room managers
  • Operations and team managers
  • Transition and client service managers
Workshop Content

1. Setting the Context

  • Business impact of poor resource management
  • Planning and management framework
  • Service vs cost
  • Telecom and workforce interactions
  • Queue management

2. Forecasting

  • Data requirements
  • Long term and short term forecasts
  • Repeating patterns - months, weeks, days, hours
  • Impact of business and special events
  • Art and science of forecasting
  • Forecasting tools and techniques

3. Determining Resource Requirements

  • Defining service goals
  • Telecom and staff interplay
  • Sensitivity to call volume and productivity
  • Call avoidance and deflection
  • Leveraging productivity
  • Calculating telecom and staff capacity
  • ABC of Erlang models
  • Economies of scale and occupancy

4. Scheduling and Real Time Management

  • Scheduling challenges
  • Shrinkage accounting
  • Components of schedules - shift lengths, breaks, off-days, absenteeism, etc.
  • Integrating inbound, outbound, email and back-office
  • Managing intra-day variations
  • Schedule adherence
  • Floor management and roles
  • Best practices

5. Automating Resource Management

  • Limitations of spreadsheet usage
  • Technology options
  • Success factors for technology deployment

6. Plan for Action

  • Putting it all together
  • Planning implementation
For any other information, please mail us at ites@qaiindia.com
 

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