5 WFM Things You Have to Do by Hand
Illustration by Travis Avery

I’m a gadget guy. If it beeps, blinks or pretends to make life easier after following the 115-step setup guide, I want it! I love WFM systems and how they make scheduling much faster and more effective. And when it comes to process, one of my big mantras is “reduce or remove manual touches.” But there are a few things that just need the tender touch of our gooey little fingers to make them come out just right. So while automating reporting, attendance lines and time-off requests is all fine and dandy, here are a few that you still need to do by hand:

1. Forecasting

5-wfm-things-you-have-to-do-by-hand-icon-1I love Minitab and SPSS and Forecast Pro and all the other forecasting tools out there. And I often recommend EZForecaster (an excel add-in) to my clients. WFM systems also have built-in forecasting tools. Using sound statistical models and processes in forecasting is critical. But because we go to such a deep level (half-hour intervals anyone?), forecasting models can’t cope. These tools work great at the monthly or weekly levels, but cannot deal with intra-week and intra-day patterns unless we dissect them and hand feed them into the software. Add in the typical large- and small-scale events and drivers that occur, and we must manage this information by hand. These tools are definitely not designed to evaluate the call impact of an email blast sent out at 3:30 on a Thursday!

2. Cleaning data

5-wfm-things-you-have-to-do-by-hand-icon-2The other side of the forecasting process is preparing and cleaning the data. This is another process which can be semi-automated, but even most WFM systems require you to manually clean the data. Systems or tools that automatically scrub data can easily smooth out a legitimate spike, but still need direction about special days and patterns and cannot cope with the undocumented events we always find out about too late.

3. Long-Term Planning

5-wfm-things-you-have-to-do-by-hand-icon-3At last year’s SWPP conference, I saw a company that had automated all the data inputs in their long-term plan. Man, do I want that!!! It was freakin’ awesome and if I had a lot of groups I would totally use it. But… and it’s a big one… new long-term planners need to hand-enter data for a while. Typically, these plans combine data from many systems in ways that new planners have not considered—even if they were your best scheduler, they are looking at a much more complex picture now. Manually entering the data allows them to explore how the model works, and how the data connects. And this is not to mention the need to manually update future expected changes, forecasts attrition, etc.

4. Performance Management

5-wfm-things-you-have-to-do-by-hand-icon-4By all means, automate as much reporting as possible. And provide a scorecard to your supervisors so they don’t have to hunt for data. But automated data does not mean automated coaching. Supervisors need to take time and prepare for coaching sessions: review results, document issues and expectations, and develop a plan for improvement. Too often instead, they walk into a coaching session unprepared and pull up a scorecard to discover if there are any issues. This wastes time and is a disservice to the agent.

5. Scheduling Team Meetings

5-5-wfm-things-you-have-to-do-by-hand-icon5OK, for my last one, this is more of a “we shouldn’t have to but we do.” Our WFM systems have great tools to find the best time to have a team meeting, but then we have to go out and find a room and check the supervisor’s calendar in order to complete the meeting. And, in many cases, we send an automatic notification to an agent but then have to send a separate email for the room number. Come on, man! If every two-bit online meeting company can integrate into Outlook, so can you. And if nothing else, use the same tech you used for schedule preferences to allow us to at least highlight blocks in a day that are available and allow for more than just a description field so we can at least assign rooms and include an agenda.

So there you have ’em, five things we still do by hand. We have so many tools today, but the fundamentals are the same and some things just need to get done by a human.