Difference between revisions of "UseCases/Current/GenesysEngage-onpremises/EE26"
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{{SMART UseCase | {{SMART UseCase | ||
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|SMART_Benefits={{SMART Benefits | |SMART_Benefits={{SMART Benefits | ||
|UCBenefitID=Improved Employee Utilization | |UCBenefitID=Improved Employee Utilization | ||
− | |UCBenefit=Scheduling the most skilled individuals to handle each type of work improves employee utilization. | + | |UCBenefit=Scheduling the most skilled individuals to handle each type of work improves employee utilization. Accurate forecasting, scheduling and performance monitoring for back office staff also improves employee utilization. |
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}}{{SMART Benefits | }}{{SMART Benefits | ||
|UCBenefitID=Reduced Administration Costs | |UCBenefitID=Reduced Administration Costs | ||
|UCBenefit=Automated scheduling for back office employees reduces administration effort and cost. | |UCBenefit=Automated scheduling for back office employees reduces administration effort and cost. | ||
}}{{SMART Benefits | }}{{SMART Benefits | ||
− | |UCBenefitID= | + | |UCBenefitID=Reduced Overtime Costs |
|UCBenefit=Improving strategic and long-term planning for back office staffing reduces overtime costs. | |UCBenefit=Improving strategic and long-term planning for back office staffing reduces overtime costs. | ||
}} | }} | ||
|UCOverview=Traditionally, back-office environments have not enjoyed the advanced contact center benefits that workforce management solutions have provided due to the non-integrated nature of such environments. Using Genesys Workforce Management coexisting with a Genesys Enterprise Workload Management solution, businesses can effectively and accurately forecast and schedule back-office work items. | |UCOverview=Traditionally, back-office environments have not enjoyed the advanced contact center benefits that workforce management solutions have provided due to the non-integrated nature of such environments. Using Genesys Workforce Management coexisting with a Genesys Enterprise Workload Management solution, businesses can effectively and accurately forecast and schedule back-office work items. | ||
|UCSummary=Genesys WFM, when integrated with a Genesys EWM solution, allows users to forecast and schedule for back-office work items. | |UCSummary=Genesys WFM, when integrated with a Genesys EWM solution, allows users to forecast and schedule for back-office work items. | ||
+ | |PainPoints=* No visibility into back office expected workload/staffing needs | ||
+ | * Not meeting back office service expectations through increasing backlog | ||
+ | * No visibility into real time back office employee monitoring and performance trending | ||
+ | * Inability to optimize back-office employee utilization | ||
+ | |DesiredState=* Ability to automatically gather historical work item arrival and existing backlog information, determine future workload arrival patterns, and calculate precise staffing needs by unique back office work type. | ||
+ | * Ability to see in real time the exact state of all back-office employees and how that relates to their optimized schedule state. | ||
+ | * Ability to see predicted back-office arrival patterns as compared to actual arrival patterns to determine current and near-future trending | ||
+ | * Ability to provide back-office employees with optimized schedules detailing how their time can and should be best spent in accordance with business goals and customer expectations. | ||
+ | |SellableItems=Genesys Workforce Management | ||
+ | |CloudAssumptionsAdditional_Sales=* IWD is not available in the Cloud | ||
+ | |PremiseAssumptionsAdditional_Sales=* This use case is available on Premise | ||
|BusinessImageFlow={{SMART BusinessImageFlow | |BusinessImageFlow={{SMART BusinessImageFlow | ||
|BusinessImage=https://www.lucidchart.com/documents/edit/e01e5eab-dde8-434b-a78f-9270dd8efca1/0 | |BusinessImage=https://www.lucidchart.com/documents/edit/e01e5eab-dde8-434b-a78f-9270dd8efca1/0 | ||
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The Genesys WFM product contains a number of out-of-the-box real-time reporting elements. Details can be found in the [https://docs.genesys.com/Documentation/WM/latest/Admin/Welcome Workforce Management Administrator Guide]. | The Genesys WFM product contains a number of out-of-the-box real-time reporting elements. Details can be found in the [https://docs.genesys.com/Documentation/WM/latest/Admin/Welcome Workforce Management Administrator Guide]. | ||
|HistoricalReporting=The Genesys WFM product contains a number of out-of-the-box historical reporting elements. Details can be found in the [https://docs.genesys.com/Documentation/WM/latest/Admin/Welcome Workforce Management Administrator Guide]. | |HistoricalReporting=The Genesys WFM product contains a number of out-of-the-box historical reporting elements. Details can be found in the [https://docs.genesys.com/Documentation/WM/latest/Admin/Welcome Workforce Management Administrator Guide]. | ||
+ | |RequiresAll=EE01, EE02 | ||
+ | |RequiresOr=BO01, BO02, BO03, BO04, BO05 | ||
+ | |PremiseAssumptionsAdditional=This use case is available in Premise | ||
+ | |CloudAssumptionsAdditional=This use case is available in the Cloud. | ||
+ | |SMART_HybridAssumptions={{SMART HybridAssumptions | ||
+ | |Hybrid_Assumption=v 1.1.3 | ||
+ | }} | ||
}} | }} |
Revision as of 19:16, October 18, 2018
What's the challenge?
Even the most consistent business has peak periods and needs that change over time. Staffing for peaks leaves some people sitting and waiting for work, but staffing for the average load means unhappy customers or incomplete work during peaks. What if you could better predict and respond to changes?
What's the solution?
Back-office scheduling tools to effectively and accurately forecast work loads, with schedule automation and manual management processes. These systems are widely used by a range of support organizations for dependable efficiencies by aligning work priorities while decreasing management overhead.
Contents
Use Case Overview
Story and Business Context
Traditionally, back-office environments have not enjoyed the advanced contact center benefits that workforce management solutions have provided due to the non-integrated nature of such environments. Using Genesys Workforce Management coexisting with a Genesys Enterprise Workload Management solution, businesses can effectively and accurately forecast and schedule back-office work items.
Use Case Benefits*
The following benefits are based on benchmark information captured from Genesys customers and may vary based on industry, lines of business or Genesys product line:
Use Case Benefits | Explanation |
---|---|
Improved Employee Utilization | Scheduling the most skilled individuals to handle each type of work improves employee utilization. Accurate forecasting, scheduling and performance monitoring for back office staff also improves employee utilization. |
Reduced Administration Costs | Automated scheduling for back office employees reduces administration effort and cost. |
Reduced Overtime Costs | Improving strategic and long-term planning for back office staffing reduces overtime costs. |
Summary
Genesys WFM, when integrated with a Genesys EWM solution, allows users to forecast and schedule for back-office work items.
Use Case Definition
Business Flow
Business Flow Description Forecasting Flow Description
- Step 1: Validate that the historical data has been collected and stored accurately.
- Step 2: Workforce Planner or Supervisor creates or edits a forecast scenario.
- Workforce Planner or Supervisor uses the Forecasting Build Wizard to build a volume forecast.
- Workforce Planner or Supervisor uses the Staffing Build Wizard to determine the requirements.
- Authorized user can modify the forecast.
- Step 3:The Forecast Scenario is then published to the Master Forecast.
- Step 4:Forecaster notifies the scheduler that the Master forecast is published.
Scheduling Flow Description
- Step 5:Scheduler creates the Schedule Scenario.
- Step 6:Scheduler builds the schedule.
- Step 7:Scheduler publishes the schedule scenario to the Master Schedule.
Intraday Flow Description
- Step 8:The forecasters, schedulers, planners, or supervisors manage adds, moves, and changes to existing schedules based on their individual access rights.
- Step 9:Agents are notified of changes via email.
- Step 10:Scheduler and Forecaster evaluate accuracy of forecast to actual and adjust accordingly.
- Step 11:Supervisors can monitor the adherence of the agents in their team to the published schedule.
Business Flow
Digital and back office flow
Business Flow Description
Business and Distribution Logic
Business Logic
A prerequisite to any basic WFM deployment is a formal discovery process with resulting commensurate documentation.
Distribution Logic
N/A
User Interface & Reporting
Agent UI
Agents access the WFM Web Agent UI with a supported browser. There is no Java in this UI. See Supported Operating Environment Guide for specific browser support.
Reporting
Real-time Reporting
The following figure shows the reporting flow:
Approved, authorized staff can generate, schedule, and distribute out-of-the-box reports in the following categories:
- Configuration
- Forecast
- Performance
- Schedule
- Adherence
- Audit
The Genesys WFM product contains a number of out-of-the-box real-time reporting elements. Details can be found in the Workforce Management Administrator Guide.
Historical Reporting
The Genesys WFM product contains a number of out-of-the-box historical reporting elements. Details can be found in the Workforce Management Administrator Guide.
Customer-facing Considerations
Interdependencies
All required, alternate, and optional use cases are listed here, as well as any exceptions.
All of the following required: | At least one of the following required: | Optional | Exceptions |
---|---|---|---|
Workforce Engagement |
Digital
|
None | None |
Document Version
- Version v 1.1.3 last updated October 18, 2018