Workforce Optimization Suite: Witness - Quality Calculator Adapter Guide
Workforce Optimization Suite: Witness - Quality Calculator Adapter Guide
Release 7.6
October 2005
© 2005 Witness Systems, Inc.
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Witness – Quality Calculator Adapter Guide
Table of Contents
Preface
Master the Complexities of Forecasting and Scheduling 6
Select Functionality that Meets Your Needs 6
Receive Guidance from World-Class Consultants 10
About This Guide 10
In This Section 11
Comments? 12
If You Need Help 12
Technical Support 13
Before You Contact Technical Support 13
Contacting Technical Support 14
Related Documents 14
Conventions 15
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4
Preface
5
Master the Complexities of Forecasting and
Scheduling
In today's contact center, customer call volumes are moving
targets. And when you factor in multiple sites, expanded media
options, agent proficiencies and preferences, and customer
expectations, the task of forecasting and scheduling becomes
difficult to manage without sophisticated analysis.
That's why Witness Systems offers Workforce Management, a
proven, easy-to-use set of software and services that simplifies the
complex task of forecasting and scheduling while enabling contact
centers to capitalize on the unique skills and proficiencies of every
agent. With Witness Systems’ Workforce Management, you can
reduce costs by staffing appropriately to meet your workload, drive
business growth, and improve employee effectiveness and
turnover.
Workforce Management is part of a portfolio of solutions from
Witness Systems. Long recognized for our browser-based,
multimedia quality monitoring, customer interaction recording
and compliance functionality, Witness Systems now includes the
proven Workforce Management solutions of Blue Pumpkin, a
Witness Systems Company. Thousands of users around the world
rely on our solutions each day to help them optimize their
performance and capture customer intelligence.
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center performance through such business drivers as first call
resolution, up-selling, cross-selling, and contact center customer
satisfaction. Although the specific features of the Operational and
Advanced packages differ, they include some or all of the following:
Forecasting and Scheduling—Accurate forecasting is the
critical first step in managing your workforce. Witness Systems’
Workforce Management integrates with your ACD and uploads
historical data directly from your ACD's database. Since call
volumes vary depending on marketing campaigns, seasons,
holidays, and other events, Operational Workforce Management
allows you to select, combine, and alter historical data to predict
future call volume and handle time. You can also set up profiles
to model call volume behavior for different events and
circumstances.
Unlike other forecasting and scheduling applications, Workforce
Management's patented skills-based engine incorporates the
unique skills and proficiency levels of each agent. It produces
optimal schedules down to the quarter hour by balancing the
defined shift rules, work patterns, breaks, off-phone times,
agent preferences, agent skills, and targeted service level goals.
By matching the right agents with the right customers,
productivity increases–and so do agent and customer
satisfaction. And when your staffing levels precisely match your
contact volumes, costs go down. For example, you can:
– Schedule single, multiple, or virtual contact centers across all
time zones
– Accommodate a dedicated, blended, or task-switching work
environment
– Schedule meetings or training without impacting service levels
– Automate compliance with government and union regulations
through a comprehensive set of work rules
– Create schedules based on skill priorities that align with your
call routing strategy
– Evaluate different “what if” scenarios, such as full-time versus
part-time, to ensure that you have the right resources to meet
the expected demand
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– Create and schedule teams as a unit to support training and
accommodate employee concerns, such as carpooling or
childcare arrangements
Adherence—To help you manage and fine-tune your service
levels throughout the day, Operational Workforce Management
monitors adherence to schedule and shows you who's on the
phone and who's not, so you can take corrective action right
away. The intraday “Pulse” feature provides a real-time,
graphical view of forecasted, actual, and predicted call volume,
handle time, service level statistics, and other critical
information. You can configure alerts to notify users of
deviations from plan and use trends to reforecast, reschedule,
and proactively take appropriate staffing corrective actions.
Advanced Workforce Management goes a step further by
providing a complete view of adherence that shows all agent
activities, including front- and back-office tasks such as fax and
paper mail. Your supervisors receive instant alerts for out-of-
adherence states, enabling them to correct problems right away
while receiving a true picture of shrinkage in your contact
center.
Contact Center Monitoring and Management—No matter
how carefully you plan, change is a constant in the contact
center. To help you continuously fine-tune your operations,
Witness Systems Workforce Management’s intraday “Pulse”
feature provides a graphical view of contact volume, handle
times, service level statistics, agent adherence levels, and other
critical information. With Pulse, you can:
– Monitor key metrics that get updated with each fresh batch of
data from the ACD
– Track and compare actual, forecasted, and required statistics
by individual queue or combined queue
– View deviations of key contact center metrics in percentages or
absolute numbers
– View intraday trends and historical data
Our Advanced Workforce Management solutions provide a
complete view of all agent activities, including front- and back-
office tasks, such as handling faxes and traditional mail. Your
supervisors receive instant alerts for out-of-adherence states,
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enabling them to correct problems right away while receiving a
true picture of shrinkage in your contact center. Better still,
intraday management capabilities display trends, enabling you
to reforecast and reschedule for the remainder of the day.
Witness Systems’ Workforce Management includes role-
appropriate scorecards that display actual employee
performance metrics. Our advanced solutions include an
extensive set of predefined key performance indicators (KPIs),
enabling your contact center staff to see how they're performing
against their goals. This visibility into performance can motivate
your staff to improve while enabling managers to identify trends
and take the appropriate action.
Web-based Agent Self-Service—Witness Systems
Workforce Management lets agents easily manage and
contribute to their own schedules without impacting service
levels. By bringing Workforce Management to the agent
desktop, you can build agent morale and retention while
enabling your managers to focus on more critical areas, such as
coaching and performance-related tasks.
Using any Web browser, agents can securely:
– Request vacations and other types of time off, even down to
portions of a day. (This applies to centers that use seniority or
rank as part of their scheduling practices.)
– Set preferences for days off and start times. Agents indicate
their first, second, and third choices for start times for each
day of the week. The scheduling algorithm balances these
preferences and then develops a schedule that optimizes
center and agent requirements.
– Swap shifts. Agents can post, negotiate, and request shift
swaps via an online Swap Board. Swap requests are screened
by Workforce Management's conflict checker and forwarded
to managers for quick and easy processing.
– View schedule and time-off information. With just a glance,
agents can get a summary of their schedules for the week and
the status of their shift swap, time off, and vacation requests.
Actionable Learning—To help your agents develop their
skills and career paths, Witness Systems Workforce
Management enables you to produce your own library of best
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practices from recorded customer interactions. By leveraging
your finest examples of customer service, you can help your
agents learn valuable skills and procedures. A browser-based
interface allows agents to take training right at their desktops, in
a classroom, or remotely.
Supervisors select the appropriate training sessions from a
library of courseware, assign the training to agents, monitor
completion, and track the effectiveness of the training over time.
A flexible system of access rights enables supervisors to browse
through course completion reports and subsequent agent
performance records for individual students, teams, or contact
centers. This enables you to determine areas for individual or
group improvement and take action. It's an efficient, consistent
way to handle training across your entire enterprise.
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For information on installing any of the Workforce Optimization Suite
components discussed in this guide, please consult the online
documentation available through Witness Systems’s eSupport site:
http://www.witness.com/support
Colors may not print legibly on black and white printers. If you are using
a non-color printer, select the option to print colors as black.
In This Section
This section contains the following information:
How to send Witness Systems comments about this document.
See page 12.
How to get help. See page 12.
How to contact Witness Systems Technical Support. See page
14.
Related Documents. See page 14.
Conventions used in this manual. See page 15.
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Comments?
Witness Systems, Inc. believes that the documentation for a
product is an integral part of the product itself. We know that the
quality of this document can affect the overall quality and usability
of the Witness Systems product which it documents. Therefore, we
are continuously looking for ways to improve our product
documentation. Your comments are valuable and will be carefully
considered before publishing the next release of this document. If
you find any errors, or have suggestions for improvements to this
document, please contact Witness Systems at:
http://www.witness.com/support
Information accessible?
Information complete?
Illustrations adequate?
Other comments. Please include page numbers and section titles where
appropriate.
12
your money and we want to make sure you get what you paid for.
One way of doing this is to provide you with the best support,
including the following resources:
Witness Systems, Inc.’s World-Wide-Web site: This facility
allows users world wide fast access to product information,
marketing and sales information, information about the company,
technical documentation, support case management, and support
solutions information.
Direct Internet FTP: This facility greatly speeds up transfer of
new and upgraded software to all Witness Systems customers.
Technical Support
Help from Technical Support is as near as your keyboard or your
telephone. However, before you contact us, please read the
following section. We can provide faster and better service if you
have certain information available when you contact us.
13
– The wording of any error messages from the product and/or
operating system.
– Has this problem occurred previously? If it is new, did you
change your system configuration recently?
3 Log on to the Technical Support eSupport web page at
http//www.witness.com/support.
Europe/Middle East/
Americas
Africa/Asia Pacific
http//www.witness.com/support
(If you are reading this manual on-line, click on the URL above to
activate your web browser and go to the eSupport page.
Related Documents
For further information about the Witness Workforce
Optimization Suite, see the following Witness Systems document:
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Witness Workforce Optimization Suite Administration Guide
Conventions
The following table shows the conventions that are used in this
manual.
Convention How Used
blue Notes in this document are in blue and are indicated by the
following symbol:
user entry Bold text in an example shows text or commands that you
should enter. It also distinguishes software function terms and
commands, library names, file names, and directory path
names.
Example: Type a:\install.
user variable Italic and bold screen text shows a variable that you are to
replace with an actual value, such as a number or name.
Example: enter C:\<directory name>
15
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Witness – Quality Calculator Adapter
Related Documents
This document contains information that is specific to the Witness
– Quality Calculator adapter. Other documents that contain
information useful in configuring and using the Witness – Quality
Calculator adapter include:
Witness Workforce Optimization Suite Administration Guide
Prerequisites
This section contains information you should know before using
the Witness – Quality Calculator adapter.
The adapter relies on the source measures for Scorecards having
been correctly configured.
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System Requirements
Ensure that the following software applicaton is already installed
on its own server.
Witness Forecasting and Scheduling, Version 7.6
Configuration
To configure the Witness – Quality Calculator adapter, you do the
same thing that you do with any integration package—add the
package to your Integration Server configuration, and complete the
tabs that are associated with its components.
For information about how to add an integration package to your
integration server, refer to the Witness Workforce Optimization
Suite Administration Guide.
To configure the adapter:
1 Select the Blue Pumpkin - Staffing Calculator package and add it
to the Workflow tab.
2 Expand the package and click its Quality Calculator Adapter
component to display its Configure tab.
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The Configure tab consists of a number of containers. Configure
the settings described in the following table as appropriate for your
situation:
Control Description
Scorecard Configuration
Scorecards Look Back Days The number of days to go back from today
for fetching the data to Scorecards.
F&S Configuration
F&S Look Back Days The number of days to go back from today
for fetching the data to Forecasting and
Scheduling.
F&S Quality Calculation Mode Use the drop-down menu to select one of:
Average Score, Best Score, Worst
Score, Recent Score. Scores are
calculated per day per user.
Enterprise Reporting
Connection Configuration
User ID The user name used to connect to the
Enterprise Reporting (ER) database.
Password The password for the database user.
Database Server Hostname The name of the computer, or IP address,
where the ER database server is running.
Database Name The name of the database that contains ER
employee information. For Oracle
databases, this is the SID.
Database Type The type of database server (Microsoft SQL
Server or Oracle).
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Advanced controls include:
Control Description
FORMAT_ARGS A list of key names separated by
semicolons. The value of these keys can
be used in the database connection
parameters. The assignment is done
using the java Format specification.
MSSQL_JDBC_DRIVER_NAME The name of the JDBC database driver
used to connect to any Microsoft SQL
Server database.
MSSQL_DB_URL The JDBC URL used to connect to the
Microsoft SQL Server database.
MSSQL_DB_PROPERTIES Properties used by the Microsoft SQL
Server JDBC driver.
ORACLE_JDBC_DRIVER_NAME The name of the JDBC database driver
used to connect to any Oracle database.
ORACLE_DB_URL The JDBC URL used to connect to the
Oracle database.
ORACLE_DB_PROPERTIES Properties used by the Oracle JDBC
driver.
CALCULATE_SECTIONS If set to true, the aggregated score for
evaluation sections is calculated.
Replace the {0} and {1} variables in the SELECT statements with the
start time and end time, respectively.
QMS#TotalEvalScore
QMS#EvaluationCountByEvalDate
This source measure provides the sum of form score for each agent
per day, and the number of evaluations that were used for the
score.
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SELECT Statement:
select Master_Org_Dim_ID as AgentID
,cdd.Calendar_Date as Date
,sum(efsf.Form_Score) as Score
,count(efsf.Eval_Form_Score_Fact_ID) as EvaluationCount
from Evaluation_Form_Score_Fact as efsf
inner join Organization_Dim as od on od.Org_Dim_ID = efsf.Agent_Org_Dim_ID
inner join Evaluation_Dim as ed on efsf.Evaluation_Dim_ID =
ed.Evaluation_Dim_ID
inner join Form_Dim as fd on fd.Form_Dim_ID = efsf.Form_Dim_ID
inner join Calendar_Date_Dim as cdd on cdd.Calendar_Date_Dim_ID=
efsf.Local_Evaluation_Date_Dim_ID
where ed.Evaluation_Status = 'Active' and Calendar_Date >= {0} and
Calendar_Date <= {1}
group by Master_Org_Dim_ID
,cdd.Calendar_Date
QMS#EvaluationCountByContactDate
The number of evaluations that were created for the date the
contact was created.
SELECT Statement:
select Master_Org_Dim_ID as AgentID
,cdd.Calendar_Date as Date
,count(efsf.Eval_Form_Score_Fact_ID) as EvaluationCount
from Evaluation_Form_Score_Fact as efsf
inner join Organization_Dim as od on od.Org_Dim_ID = efsf.Agent_Org_Dim_ID
inner join Form_Dim as fd on fd.Form_Dim_ID = efsf.Form_Dim_ID
inner join Evaluation_Dim ed on ed.Evaluation_Dim_ID = efsf.Evaluation_Dim_ID
inner join Contact_Fact as cf on ed.Contact_Bus_Key = cf.Contact_Bus_Key
inner join Calendar_Date_Dim as cdd on cdd.Calendar_Date_Dim_ID =
cf.Local_Contact_Begin_Date_ID
where ed.Evaluation_Status = 'Active' and Calendar_Date >= {0} and
Calendar_Date <= {1}
QMS#ContactsRecordedForQuality
The contacts that were recorded per agent per day.
SELECT Statement:
select Master_Org_Dim_ID as AgentID,cdd
.Calendar_Date as Date,Count(cf.Contact_Fact_ID) as ContactCount
from Contact_Fact cf
inner join Contact_Org_Bridge as cob on cob.Contact_Fact_ID =
cf.Contact_Fact_ID
and cob.First_Agent_Flag = 'T'
inner join Organization_Dim as od on od.Org_Dim_ID = cob.Org_Dim_ID
inner join Calendar_Date_Dim as cdd on cdd.Calendar_Date_Dim_ID =
cf.Local_Contact_Begin_Date_ID
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inner join Contact_Status_Dim as csd on csd.Contact_Status_Dim_ID =
cf.Contact_Status_Dim_ID and (csd.Audio_Online_Flag = 'T' or
csd.Video_Online_Flag = 'T')
where Calendar_Date >= {0} and Calendar_Date <= {1}
group by Master_Org_Dim_ID
,cdd.Calendar_Date
QMS#ContactsReviewed
Number of contacts reviewed for agent per day.
SELECT Statement:
select Master_Org_Dim_ID as AgentID ,cdd.Calendar_Date as Date
,Count(cf.Contact_Fact_ID) as ContactCount from Contact_Fact cf
inner join Contact_Org_Bridge as cob on cob.Contact_Fact_ID =
cf.Contact_Fact_ID
and cob.First_Agent_Flag = 'T'
inner join Organization_Dim as od on od.Org_Dim_ID = cob.Org_Dim_ID
inner join Calendar_Date_Dim as cdd on cdd.Calendar_Date_Dim_ID =
cf.Local_Contact_Begin_Date_ID
inner join Contact_Status_Dim as csd on csd.Contact_Status_Dim_ID =
cf.Contact_Status_Dim_ID and csd.Reviewed_Flag = 'T'
where Calendar_Date >= {0} and Calendar_Date <= {1}
group by Master_Org_Dim_ID
,cdd.Calendar_Date
QMS#ContactsEvaluated
Number of contacts that were evaluated per agent per day.
SELECT Statement:
select Master_Org_Dim_ID as AgentID
,cdd.Calendar_Date as Date
,count(DISTINCT Contact_Bus_Key) lendar_Date as Date,count(DISTINCT
Contact_Bus_Key) as ContactCount
from Evaluation_Dim ed
inner join Evaluation_Form_Score_Fact efsf on
ed.Evaluation_Dim_ID=efsf.Evaluation_Dim_ID
inner join Organization_Dim as od on od.Org_Dim_ID = efsf.Agent_Org_Dim_ID
inner join Calendar_Date_Dim as cdd on cdd.Calendar_Date_Dim_ID =
efsf.Local_Evaluation_Date_Dim_ID
where ed.Evaluation_Status = 'Active' and Calendar_Date >= {0} and
Calendar_Date <= {1}
group by Master_Org_Dim_ID
,cdd.Calendar_Date
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Non-PreConfigured Source Measures
The section scores for each agent per day are not preconfigured
source measures, but can be retrieved.
For each section, there are two source measures reported :
1 The sum of all section scores per agent , per section, per day.
2 The number of sections that were evaluated, per agent, per
section, per day.
The source measure external ID is constructed as follows:
siteName/formName/sectionName/TotalEvalScore
siteName/formName/sectionName/EvaluationCount
All characters that are not letters or numbers are filtered from the site
name, the form name, and the section name.
For example if the form name is sample form, the form name that will
be used is sampleform.
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