Call center workforce management software: the fit test before the demo

Call center workforce management software is bought to solve one of two problems and the products that solve them well are different products. Either the roster takes too long to build, or nobody can agree how many agents the roster should contain. This page is the fit test, done before the demo, so the shortlist is answering a question you have already asked properly.

Problem one: the roster takes too long

Symptoms are a scheduler working weekends, shift swaps handled by email, and a roster published late enough that people plan their lives around a guess. This is a scheduling engine problem and a suite genuinely solves it. The cost is an implementation with telephony and skills mapping, and it is worth it when the symptom is real.

Problem two: nobody agrees the number

Symptoms are a quarterly argument about shrinkage, a requirement that changes depending on who calculated it, and a budget conversation nobody can win because two spreadsheets disagree. This is a requirement and record problem. It is cheaper, more common, and a scheduling engine does not fix it.

The demo question

Ask the vendor to compute the requirement from your own forecast, handle time, shrinkage and occupancy, in front of you. A product that cannot do that quickly is not going to settle your quarterly argument, whatever its scheduling engine does.

Doing the arithmetic yourself first

The free worksheet on this site returns the agents your forecast needs at your own occupancy and shrinkage. Walking into a demo already knowing that number changes what you are evaluating from a feature list to an agreement.

Questions people ask about call center workforce management software

Is a spreadsheet enough?

For the arithmetic, often yes. For the record of which plan was agreed and on what assumptions, it is exactly where the argument comes from.

What does it cost?

The category prices per seat with a platform minimum and quotes on a call. Sizing your requirement first tells you what the seat count is before anybody quotes you.

Does Orgplanly replace it?

No. It answers the requirement question and keeps the plan. If the roster is the pain, buy the suite.

Sources

Related answers

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