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  • 1.  WFM forecasting

    Posted 03-15-2021 01:12
    No replies, thread closed.

    Hi There, 

    Question is there away to modify the forecasting periods? our business is very sessional in that each years call volume is pretty similar year on year, but the business trends from 6 weeks ago can be miles apart from what will happen next week. So building a roster on a forecast from 6 weeks ago doesn't reflect our business needs and is causing disparity in rostering. 

    Can this be modified in same way or is there a possible solution someone could share with me?

    Also want to congratulate you guys on producing more up to date video tutorials, a picture paints a thousand words they say and your videos make the complex process easier, so please keep them coming. 


    #Reporting/Analytics
    #Telephony
    #Unsure/Other

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    Jason Pratt
    Noosa Shire Council
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  • 2.  RE: WFM forecasting

    Posted 03-15-2021 02:42
    No replies, thread closed.
    Hi Jason

    When building your forecasts, which creation method do you choose?

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    Vaun McCarthy
    NTT New Zealand Limited
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  • 3.  RE: WFM forecasting

    Posted 03-17-2021 18:50
    No replies, thread closed.
    Weighted Historical

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    Jason Pratt
    Noosa Shire Council
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  • 4.  RE: WFM forecasting

    Posted 03-17-2021 18:51
    No replies, thread closed.
    Weighted Historical

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    Jason Pratt
    Noosa Shire Council
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  • 5.  RE: WFM forecasting

    Posted 03-16-2021 05:14
    No replies, thread closed.

    While weighted historical index utilizes a maximum of six historical weeks, automatic best method selection uses all available historical data. This method looks at seasonality and other patterns.

    https://help.mypurecloud.com/articles/add-a-new-short-term-forecast/:

    • The automatic best method selection forecasting method uses best practices, outlier detection, mathematical fixes for missing data, and advanced time-series forecasting techniques to develop individual forecasts with the lowest possible error. Unlike the weighted historical index method, the automated best method selection option uses all available historical data.


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    Jay Langsford
    Senior Director, Workforce Optimization Engineering
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  • 6.  RE: WFM forecasting

    Posted 03-17-2021 18:58
      |   view attached
    No replies, thread closed.
    Thank you i will try this method, initially i was using this however it started giving 0 forecast. i have tested it again and it seems to have data. 

    The following issue is that i am not sure if i have some configuration correct because the roster it is producing is requiring a lot of manual correction by my team leader. example attached... we are only a small call centre and need to account for staff to do off queue duties (face to face customer service counter), but even excusing our inability to get it to include the face to face service automatically the schedule is over rostering and then placing breaks in weird spots. 

    I get that there should be some level of human checking but my team leader is starting to lean back towards producing rosters in excel. 

    If there some tutorial video or guide to help auditory learners such as myself become better at WFM?

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    Jason Pratt
    Noosa Shire Council
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  • 7.  RE: WFM forecasting

    Posted 03-18-2021 06:15
    No replies, thread closed.
    I would recommend opening a support ticket.

    In general, I would check to make sure your work plans are flexible. The same exact shift over multiple agents suggest to me that the shift start times and/or the meal/break activity start times are rigid (in work plans we show the number of shift variations).

    The other or additional issue might be that some of your agents really are not filling any need (due to a discrepancy in their capabilities compared to what has been forecast for the load) - in these cases you should see warnings in the 'Schedule Generation Results' dialog noting of which agents cannot handle any work.

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    Jay Langsford
    Senior Director, Workforce Optimization Engineering
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  • 8.  RE: WFM forecasting

    Posted 11-10-2021 15:29
    No replies, thread closed.
    Hi Jason,  Did you ever figure out an answer to your seasonality?  I've been using Automatic Best Method and not getting what I would expect.  For example volumes in November for one queue is much smaller than the rest of the season, but when I ran the forecast, it came up with 3x the calls.  We have 3 years of historical data in Genesys Cloud so I would expect it would pick up on this.

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    Penny Petrie
    Camis Inc
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  • 9.  RE: WFM forecasting

    Posted 11-10-2021 18:23
      |   view attached
    No replies, thread closed.
    Hi Penny, 

    NOPE! unfortunately I have tried to use the suggestions above, I used automated history raver that weighted and still it fails to schedule in accordance to forecast (as per picture attached). 
    I raised a support ticket, they were unable to help and suggested I speak to my customer success manager who advised me that a consultancy service of $7500+ would be incurred to help work through the issue. 
    So yeah the forecast and automatic schedule rostering is not automated for us, my team leader builds an excel roster each week and we manually put the roster in genesys from that. 
    At the end of the day we gave up because the help.mypurecloud articles are hard to read they need better tutorials/videos or step by step guides that customer service people who are not IT managers can easily follow and work through, the support ticket was passed off to the CSM, and we were looking at a ridiculous bill to help us use a system that we pay a monthly fee for anyway. 

    If you have any luck working it out Penny I would love to hear how, but for now i have given up on it.....

    Jason

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    Jason Pratt
    Noosa Shire Council
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  • 10.  RE: WFM forecasting

    Posted 11-11-2021 08:24
    Edited by Penny Petrie 11-11-2021 08:25
    No replies, thread closed.
    Thanks for responding!  I have just started my research into this, so I will be happy to share anything I learn.  I did recently attend a user group session in which someone mentioned a few new forecasting methodologies are coming out in the near future, so it will be interesting to see if this solves any of our issues.​

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    Penny Petrie
    Camis Inc
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