A brief article on the progression of reporting in the call center. Each stage builds upon the last stage to maximize the benefits of real time reporting.
The Coffee Bean & Tea Leaf(CBTL), Business strategy case study
The Progression of Real Time Reporting in the Call Center
1. The Progression of Real Time Reporting in the Call Center
There are four distinct stages for real time reporting that is used in the contact center space. These
stages provide the contact center manager an increasingly more granular look into the data and
proactive alerting. The four stages are: Standard ACD Reports, Customized Contact Center Reports,
Drill-Down Reporting, Proactive Reporting and Alerts.
Standard ACD Reporting: This reporting is the standard reports that are offered by the ACD vendor.
When the ACD vendor is asked if their product includes reporting they are quickly able to say yes. The
reporting that is offered allows the vendor to “check the box” on the RFP from the customer. However,
rarely does the reporting that is offered by the ACD vendor sufficient to meet the needs of a progressive
contact center. Standard reports from the ACD are very basic and offer little true value to the customer
in today’s contact center.
The standard ACD report provides the customer with statistics about the contact center. As we know
statistics are not very useful when you are trying to improve the performance of the contact center.
Sure the statistics can tell you things such as how many calls are in queue or what the longest wait time
is or the average handle time. But these are not metrics which is what the contact center needs to
improve performance in the contact center.
As the Figure 1 shows a call center will become more effective and efficient when adding standard ACD
reporting for the managers to review.
Figure 1
Customized Contact Center Reports: These reports are built by the ACD vendor or reseller to help meet
the unique needs of the contact center. These reports provide the level of information the center
specifically needs to become more effective and efficient. The biggest drawback of working with the
ACD Vendors to do these custom ACD reports is they do not include data outside of the ACD. Contact
center reporting needs to have information coming from sources outside of the ACD.
By working with a qualified reseller or third party vendor that specializes in reporting tools the
customized contact center reports can include other data sources. These sources should include: WFM,
2. CRM, ticketing system, IVR and dialers. Customers should also provide access to data sources that
include FCR and CSat ratings. Extracting data from these sources gives the contact center manager the
ability to increase performance.
Figure 2 changes from the standard ACD reports to customized reporting. These types of reports
improve the call center effectiveness and efficiency by reporting on what is important to this particular
call center.
Figure 2
Drill-Down Reporting: Getting to the root cause of the problem should be the goal for the manager
when the contact center is not meeting the SLA’s. One way to solve the mystery of what is causing the
problem is to use drill down reporting. This type of reporting contains a summary report as the first
layer. This summary would show the manager that a metric has exceeded a threshold and requires
further action. By being able to click on that metric the drill down reporting will go to a more granular
report showing details about the metric helping the manager pin point the problem.
By having custom reports that offer drill down the manager can quickly find the cause of the problem in
real time and begin working on the problem today rather than tomorrow or next week. This immediate
reactive behavior will improve contact center performance.
Figure 3 and 4 illustrates the cumulative effect of adding drill down reporting and reporting in a
proactive manner.
Figure 3 Figure 4
Proactive Reporting and Notification: The effective call center manager does not wait until the end of
the day or when there is time to review the reports. The effective manager has real time reports that
are proactively sent to the manager at a scheduled time or when a call center variance has been
exceeded. By having reports sent to the manager work can begin immediately rather than waiting to
build the reports. In addition, by including preprogrammed notifications a manager will not have to wait
3. until the scheduled report arrives the manager can be alerted when a metric has exceeded a threshold
or contact center variance.
Proactive reporting takes customized drill down reports and adds the ability to report on a scheduled
basis or an alert basis. This level of reporting will make any call center more effective and efficient by
reducing costs and eliminating waste and inefficient behavior. If the contact center is a sales / service
center revenues can be increased as well by using the proper reporting methods.
The progression of real time reporting goes through four stages with each stage building on the previous
stage. By moving to a proactive reporting tool from a standardize report a call center manager is quickly
able to improve call center performance by creating an effective and efficient call center.
Spectrum is a leading provider of Unified Contact Center Reporting. Contact Spectrum today to learn
more about The Progression of Real Time Reporting in the Call Center.
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Dan Boehm
VP Sales and Marketing
Spectrum
dan@specorp.com
713 986 8839