Since I have checked all the reasons which Jay have listed, the feature mentioned in the Ideas Portal certainly looks like it may help in our case.
Original Message:
Sent: 09-09-2024 06:22
From: Paul Wood
Subject: Schedule optimization
Hi Cherith,
As @Jay Langsford mentioned optimised schedules can often lead to these "stacking" events as the scheduling engine balances the overall service goals for the BU over the entire day. This can lead to schedules being created that don't "look right to the human eye"
To help with this, we are looking to add more smoothing options to the scheduling engine, to help spread Activities more evenly across the availability windows. This can be tracked in the Ideas Portal as part of Ensure Fair, Randomly Generated Start Times for Agents please take a look and add your comments and use cases to help us ensure we are covering as many customer needs as possible.
Paul
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Paul Wood
Product Manager for Genesys Cloud Workforce Management
Original Message:
Sent: 09-08-2024 21:30
From: Cherith Law
Subject: Schedule optimization
Hi Jay
Thank you so much for your lengthy response. I have raised a support case for this, but he wasn't of any help at all. I just want to stress that a fresh build of a new schedule do not result in breaks/meals clumping up. Our customer tested by building a new schedule, then manually moving agents' breaks/meals to be the same, then using Reschedule to check if the system actually optimize them. The use case is there are about 200 agents in the contact centre, working 24/7 shifts, and there are many requests for adhoc leave, or team leaders manually editing agents to do off-queue work, etc, and SLA is suffering. As a result, the Reschedule option is used frequently to optimize staffing.
With regards to the points you listed:
- there really is not much flexibility in the allowed break/meal times; i.e., your min/max contiguous work time eliminates many combinations (a late first break might eliminate many of the possible meal start times).
- There is a lot of flexibility in the break/meal times (5-10 min increments) and contiguous work times that work with first/last breaks/meals. Sample work plan below.
- you might be looking grossly across all planning groups which hides the fact two people with identical breaks don't actually service the same set of interactions
- I have only mentioned 2 people as an example. There are something like 10 agents in the screenshot that have matching planning groups where the breaks/meals were not optimized even though they were manually edited for the same intervals. In summary, these 10 agents can cover each other based on their planning group memberships.
- the 'weight' of the interval is also taken into consideration - we have protection against 'starving' very low volume planning groups, but if you have one big planning group that represents a big portion of the offered volume then it naturally is going to sway things
- These agents with the same breaks/meals have the membership to 5 same planning groups. It includes 2 of the biggest planning groups where most calls are offered.
- service level versus agents is an s-curve and it is possible at the earlier and later stages that resource adds/subtractions don't result in a significant service level increase/decrease
- Not sure what you mean by the s-curve, but point taken about no significant service level increase/decrease - thank you!
- you have configuration issues where some of your agents are not really filling any need because they cannot service all route paths in the planning group to which they are associated
- Checking the Planning Groups' Agents tab, these agents are listed there, meaning they do qualify for the route paths specified. The Planning Groups are configured such that there is one route path per planning group.
I tried looking for articles to find out what Reschedule actually aims to achieve, eg optimized daily SLA, or smoothing out over/under-staffing throughout the day?
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Cherith Law
Telstra Limited
Original Message:
Sent: 09-06-2024 08:11
From: Jay Langsford
Subject: Schedule optimization
Hand/eye optimization tends to be fraught with issues. E.g., tend to unknowingly violate work plan constraints, make decisions that are actually much worse when looking at the improvement of the one interval at the expensive and totality of the impact to many other adjacent intervals, etc. Scheduling and rescheduling are constrained based on configuration and is looking at the entire scheduling period for optimization not one interval in isolation.
I would recommend opening a support ticket as there could be many reasons why there are common break/meal times chosen. @Paul Wood might comment on some items in the work for better activity optimization we are working on currently.
Just a few reasons:
- there really is not much flexibility in the allowed break/meal times; i.e., your min/max contiguous work time eliminates many combinations (a late first break might eliminate many of the possible meal start times).
- you might be looking grossly across all planning groups which hides the fact two people with identical breaks don't actually service the same set of interactions
- the 'weight' of the interval is also taken into consideration - we have protection against 'starving' very low volume planning groups, but if you have one big planning group that represents a big portion of the offered volume then it naturally is going to sway things
- service level versus agents is an s-curve and it is possible at the earlier and later stages that resource adds/subtractions don't result in a significant service level increase/decrease
- you have configuration issues where some of your agents are not really filling any need because they cannot service all route paths in the planning group to which they are associated
- deficiency in the software to outright bug
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Jay Langsford
VP, R&D
Original Message:
Sent: 09-05-2024 03:58
From: Cherith Law
Subject: Schedule optimization
The WFM Reschedule option does not seem to be a reliable tool when it comes to break optimisation. The issue isn't so much that Genesys is lumping all the breaks together during a build, but more-so when using the "reschedule" function as a means to optimise breaks, it does not seem to work.
In the example below, we intentionally moved the breaks and lunches together on Sat 10th August for testing purposes, before attempting the reschedule - however the reschedule didn't make any improvements to the breaks.
I have attached a doc with all the screenshots of all the steps in the rescheduling. Any ideas why this is happening?
#Scheduling
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Cherith Law
Telstra Limited
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