The major barriers to simplification are closer to home than you may think.  An effective strategy starts at the top.  In this guest post, Ross Daniels, Chief Marketing Officer at Calabrio, reveals the best practices that successful leaders share and how resource planners can lead the way. 

In the first blog in this series, we introduced the importance of adding simplicity to the contact centre.  We revealed how the trend towards flexible workforces can impact agent satisfaction, recruitment and retention as people threaten to quit their jobs rather than return to the office.  With employee engagement as a top priority, we shared proven strategies to make life easier for frontline staff, including streamlining processes and technology.  In this blog, we reveal the most common barriers to achieving simplification and how to overcome them.

‘Work-from-anywhere’ takes complexity to a whole new level

When it comes to complexity, we tend to think about advisors and customer experience first, but what about those running the show? The rise of the work-from-anywhere/hybrid model presents a host of challenges for operational leaders. They are faced with planning to combine in-person, virtual and at-home customer touchpoints while maintaining momentum and onboarding new recruits from a distance.

All of this with the need for heightened levels of engagement and the all-important human touch.

Maverick managers welcome here

Simplicity starts with good leadership skills and yet traditional management thinking and behaviours are the biggest barriers to success.  Those leaders entrenched in a ‘we’ve always done it this way, so why fix what ain’t broke?’ way of thinking, fail to realise the world has moved on exposing them to organisational risk and diminished competitiveness.

This hybrid workforce calls for a different approach to problem-solving. Leaders turn ‘rogue’ within a moral, ethical and financially responsible business framework.  Global analyst firm Gartner introduces ‘rogue thinking’, a management style that involves embracing 7 best-practices to allow leaders to think differently.  These are:

1. Feel the pain – focus on customer outcomes not process inputs.
2. Steal great ideas – look for something clever from outside your industry, then embrace it and adapt it to your own.
3. Break some glass – reject limits and knock down barriers.
4. Gather intelligence – ask questions and never stop learning.
5. Cut against the grain – rethink traditional norms.  Choose to be different and use technology in new ways.
6. Embrace the ridiculous – think big.  There are no limits to finding a solution.
7. Be a scientist – unpeel the onion till you’ve reached the essential, core truth, then start your solution journey.

5 ways to lead the world: resource planners rule

As scheduling and forecasting takes centre stage, the role of resource planners is vital to the success of their organisations.  This means that resource planners, as well as their leaders, need to supplement their traditional planning expertise with a new set of skills.  :

1. An understanding of strategic planning – today’s resource planners can help the business to understand how effective scheduling and forecasting can best serve corporate vision, company values and its brand image.
2. Operational planning skills – why would you allow your business to set itself up to fail?  The best planners are adept at helping the business to realise its ambitions by creating a long-term plan with forecasts, recruitment and attrition models.  A plan that is truly achievable and not just pie-in-the-sky.
3. Good engagement and communication skills – the modern planner is more than a spreadsheet genius – they understand the business well enough to appreciate the drivers behind demand and therefore quickly become a keen researcher and a confident communicator.
4. The ability to schedule work and colleagues – it’s no longer simply about creating shifts and schedules. Effective planners envisage the wishes of the business, their colleagues and customers to develop working practices that service all of their needs. Inventive and insightful, they look for ways that time can be allocated to drive colleague engagement, enrichment and retention.
5. Proactive and agile – using technology to their best advantage, successful planners are super-proactive, giving the business the agility it needs to handle fluctuating levels of supply and demand. They are the ones involved in readying the business ahead of the day with a series of short-term, ‘what-if’ forecasts and plans helping the business to prepare for the madness of ‘on-the-day’ real-time management.

Combine skills with technology for maximum impact

Match newly acquired skills with technology that is personalised, easy and smart to simplify the tricky business of running today’s complex contact centre.  Behind the scenes, the cloud makes light work of cost control or adding new agents and services quickly in a highly secure and compliant manner.  Meanwhile, the latest Workforce Engagement Management (WEM) solutions combine real-time scheduling and forecasting capabilities with powerful employee sentiment analysis to motivate and develop advisors with that all-important human touch.  In our next blog on simplification, we discuss how to turn theory into practice.  For more ideas and inspiration, visit www.calabrio.com

This is a guest post from Ross Daniels, Chief Marketing Officer at Calabrio.

About Ross

As Chief Marketing Officer, Ross Daniels is responsible for Calabrio’s global marketing efforts, including digital marketing, demand generation and pipeline marketing, content strategy and creation, customer marketing, partner marketing, and corporate communications. Ross is also responsible for supporting Calabrio’s partners–driving strategic technology and platform partner relationships, channel programs and marketing, and developer and services partners. Prior to joining Calabrio in 2017, Ross spent 18 years at Cisco in roles encompassing product management, product marketing and marketing, including serving as the Senior Director of Collaboration Marketing for Cisco’s nearly $5B Collaboration business. Ross holds a BA in English from Harvard University and an MBA from Babson College.

Thanks to Gisela Giardino for the image.