Basic Systems – Workforce Management (WFM)

20-30 mins


Equip you with a foundational understanding of Workforce Management Systems, a crucial tool in optimizing the performance and productivity of contact centers. By the end of this course, you will be familiar with the functionalities, benefits, challenges, and real-world applications of WFM systems.

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Workforce Management Systems (WFM)

Description: Workforce Management Systems (WFM) are software solutions designed to optimize the productivity of employees in contact centers. They assist in forecasting call volumes, scheduling staff, monitoring adherence, and analyzing performance metrics.

Primary Functions:

  1. Forecasting: Predicts future call volumes based on historical data and trends.
  2. Scheduling: Allocates agents to shifts based on forecasted call volumes, ensuring optimal staffing levels.
  3. Real-time Adherence: Monitors agents in real-time to ensure they stick to their schedules.
  4. Performance Analytics: Provides insights into agent performance, helping identify areas for improvement.


  1. Optimized Staffing: Ensures that there are neither too many nor too few agents scheduled at any given time.
  2. Improved Service Levels: Helps meet service level agreements by ensuring optimal staffing.
  3. Cost Efficiency: Reduces costs by optimizing schedules and reducing overstaffing.
  4. Enhanced Agent Morale: Fair and transparent scheduling can lead to improved agent satisfaction.


  1. Complex Implementation: Requires integration with existing systems and careful configuration.
  2. Change Management: Introducing a new WFM system can require significant changes to existing processes.
  3. Data Accuracy: The effectiveness of a WFM system is dependent on the accuracy of the data it uses.

Real-world Application: A large contact center experiences fluctuating call volumes, with certain times of the day or days of the week being particularly busy. Using a WFM system, they can accurately forecast these busy periods and schedule agents accordingly. This ensures that during peak times, there are enough agents to handle the call volume, while during quieter periods, there aren't too many agents sitting idle.


Workforce Management Systems (WFM) play a pivotal role in the smooth operation of contact centers. By accurately forecasting call volumes, ensuring optimal staffing, and providing valuable performance insights, WFM systems help contact centers deliver consistent, high-quality service to their customers. As the demands on contact centers continue to evolve, understanding and effectively utilizing WFM systems will be crucial for contact center leaders aiming for operational excellence.

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