Ask the Experts: Workforce Management and Contact Centers

Welcome to Ask the Experts, brought to you by CloudServicesUniversity.com. In this video, Intelisys’ Cloud Evangelist Brandon Knight discusses how workforce management software keeps contact center budgets in line while improving service levels with NICE InContact’s Aaron Goodwin. Learn more about contact center solutions from the NICE inContact team here: https://cloudservicesuniversity.com/supplier-directory/incontact/

Brandon: We’re back. This is our Ask the Experts segment, and this one’s on workforce optimization and workforce management. So, we’re going to bring back into the studio Aaron Goodwin from InContact. Aaron, how’s it going buddy?
Aaron: It’s going great. Thank you for having me.
Brandon: Good, good. So, this is a unique one. So, I know you guys have some cool stuff you’re doing, but before I jump to that, let’s talk about workforce management overall. Why is it so important to the operation of a contact center?
Aaron: Yeah, so workforce management software is important because it helps businesses keep costs in line while making sure that they can maintain their service levels. And so, the translation there is 80% of a contact center budget are the human beings that sit in the seats and take calls and manage communications–the agents. So, that’s the biggest part of the overall budget. Businesses want to be careful not to overstaff, right? Because they want to keep costs in line. But it’s also important that they have enough agents in their seats to accept calls and all the other communications–emails, chat sessions. And keep the service levels in line so that you don’t queue people up longer than you need to and you don’t lose callers and give people a bad experience.
So, that balance there is something that workforce management software helps companies achieve because that becomes very complex and complicated to do by a human being once you exceed, say, 50 agents within a contact center.
Brandon: Agreed, agreed. I want to switch gears a little bit because you guys have kind of fulfilled on an unspoken promise a little bit. When NICE inquired InContact, those of us in the industry were wondering how that was going to affect a little of a contentious point in our industry–which is the integration, or the lack thereof in most cases, between the WFM suite and the contact center product. You guys have really resolved that in a big way. Talk to me about your integration.
Aaron: Yeah, that’s a really good point because that point of contention has always been the feed from the ACD. Those calls coming off that ACD, or the metadata from that ACD, over to that workforce management platform. That’s a critical point of integration because the accuracy of the information from the ACD leads to the accuracy of forecasting and scheduling that comes out of WFM. So, with most other products out there–in fact, probably all that don’t have single platform like InContact–you’ve got to have that integration in there and it can become a problem if the ACD is not providing accurate information to the workforce management platform.
So, what we’ve got is a single solution, a single stream of data, coming from our ACD into our workforce management platform. Therefore, providing businesses the ability to perfectly, accurately forecast future agent staffing needs.
Brandon: Awesome, awesome. Aaron, thank you so much for your time. And a few partners out there that are either looking into the contact center or space, or expanding, keep in mind the importance of workforce management, workforce optimization. Be ready to have the conversation with your prospects. You can find out more about workforce management later on in this certification. And you can also find out more about InContact if you check them out on iCSU.

Ken Mills

President

Ken Mills serves as President of Intelisys and is committed to driving growth for Intelisys and our partners. As a distinguished technology executive with over two decades of experience, Ken has previously held leadership roles at EPIC iO, Dell Technologies and Cisco, and served as a fellow with the U.S. Department of State. His strategic mindset has been an integral part of launching innovative products and solutions in the fields of AI, IoT, and 5G. Ken is driven by his curiosity and passion for groundbreaking technology and complex problems, and constantly explores new frontiers in the world of technology.

Monica Lutes

Manager, People & Culture, ScanSource, Inc. and Intelisys

As Manager, People & Culture, Monica has worked closely with Intelisys employees and leaders since 2018 and has worked with ScanSource companies since 2016. A Human Resources professional with 11 years of experience encompassing all areas of HR, especially employee relations, recruiting, compliance, and training, Monica approaches her role as Manager, People & Culture from a consultative perspective. Her goal is to provide advice and guidance to leaders so they can focus on growing the best teams for the business while also supporting employees’ goals.

Ansley Hoke

SVP Marketing, ScanSource, Inc. and Intelisys

Ansley Hoke is the Senior Vice President of Marketing at ScanSource, Inc., a role she has held since 2019, and extended her leadership to include Intelisys in 2023. She joined the company in 2001, serving in merchandising leadership roles for ScanSource POS and Barcode, including acting Vice President of Merchandising and then later VP of Merchandising for ScanSource Catalyst and overall VP of ScanSource Catalyst. She oversaw sales, supplier relations, and services. Known for her pivotal role in creating effective marketing strategies, Ansley has been integral in driving demand, enhancing partner programs, and significantly contributing to the company’s revenue growth and channel relationships.

Mike Baur

CEO of ScanSource, Inc. and Interim President of Intelisys

Mike Baur serves as Chairman and Chief Executive Officer at ScanSource. Mike has served as the Company’s President or CEO since its inception, as a director since December 1995, and as Chairman of the Board since February 2019. Mike has developed a deep institutional knowledge and perspective regarding ScanSource’s strengths, challenges and opportunities. He has more than 30 years of experience in the IT industry, having served in various leadership and senior management roles in the technology and distribution industries before joining ScanSource. Mike brings strong leadership, entrepreneurial, business building and development skills and experience to the Board.

Stephanie Bouras

Regional Vice President, Southeast

Driven by a partner-first philosophy and a passion for innovation, Bouras embodies a leadership style that’s both compassionate and data-driven. As the Regional Vice President, Southeast, at Intelisys, she’s leveraged her extensive marketing and sales experience to propel her team to new heights. A firm believer in aligning herself with her partners, she sees herself as a collaborator and an integral part of their business. This perspective has allowed her to forge deep connections and drive success. A Florida native, Stephanie’s attention to detail and unwavering commitment to her partners have been key factors in her success.

Michael Raspanti

Regional Vice President, Northeast

Michael joined Intelisys in June of 2020, as a long-time channel veteran. He is responsible for leading the Northeast Region, helping continue the tremendous momentum in one of our strongest markets while also recruiting new up and coming partners that will be the growth engine of our future success.

Kristy Thomas

Vice President, Partner Experience and Enablement

Thomas is responsible for Sales Partner enablement and education for all our technology segments, including CX, managed security, mobility, and connectivity. With over 20 years of executive background in telephony, UCaaS, CCaaS and Cloud services, Kristy enables her customers to think broader and deeper as she guides them through their decision journey. Some of the biggest deals in the channel have become a reality thanks to the expertise and humble excellence Kristy brings to her client’s projects.