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This file was generated by Descript 

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Dave Hoekstra: Welcome to Working
Smarter, presented by Calabrio where

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we discuss contact center industry
trends and best practices, as well

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as sharing success stories and pain
points with some of the most innovative

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professionals in the industry.

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We're glad you're joining us to
learn and grow together in order to

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provide world-class customer service
to each and every one of our clients.

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My name is Dave Hoekstra product
evangelist for Col Calabrio.

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And I have several guests joining
us today because we are talking

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about workforce management.

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And of course when you talk about
workforce management, the last

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thing you want to do is have one
person, you want to have three.

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So I've got three of my my close
associates here that are part of

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the Col Calabrio team, and I'm
very, very happy that they are here.

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One of the questions we get asked quite
frequently usually has to do with around

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staffing a workforce management team.

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Things like, who should I hire?

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What kind of competencies
should I look for?

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What's the ratio of
people to agents, right?

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Those things are, they're tough
to answer, especially when

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you're first getting started.

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So we decided we wanted to spend a little
bit of time talking about those today.

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Now I'm gonna get to all
three of my guests, but I want

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to introduce the first one.

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He comes to us from many, many
years in workforce management.

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Florian Garnet.

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He's our product marketing manager
for W F M here at Calabrio.

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But he's also had extensive
time in the space here.

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So, Florian, first of all,
how are you doing today?

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And second of all, tell us, tell us
why we should care about what you

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Florian Garnier: say.

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Doing great, Dave.

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Thanks for having me on the podcast today.

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Yeah.

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I don't know that you should care
about what I have to say, but I do

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have some experience in workforce
management, so hopefully that helps.

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I've been in the contact center
industry since about 2011.

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I started out as an agent.

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Taking calls for a company
that needed somebody to speak

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French, and I could do that.

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So did that for a bit and quickly fell
in love because I had some love with

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Excel already with workforce management.

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And over the last few years, really
from 2012 through 2020, I ran workforce

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management teams of various sizes.

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The larger one for one of the ride
sharing companies here in the US

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where we had about 6,000 agents.

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And we were forecasting, scheduling
those agents throughout the globe

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really with you know, BPOs in the
Philippines and in South America mainly.

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So, yeah.

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I've been in love and
I'm a proud W F M nerd.

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Dave Hoekstra: That's great.

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And so, you know, I know
with your experience.

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Your, the company was growing
pretty fast, to say the least which

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means you had to expand your agent
population pretty quickly, which

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also mean conversely, you had to
grow your workforce management team.

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You know, like I said earlier,
one of the questions we get a lot

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is kind of what kind of ratio.

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Do we see, and I know there's no real
definitive objective answer, but when

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we talk about W F M staff versus agents,
what's a, what's a good place to start?

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Florian Garnier: Yeah.

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You would really please, our friends
at the s WPP who said that there's

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no such thing as industry standards.

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They love to say that
and they're not wrong.

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But when it comes to staffing up
a WFM team, there are boundaries

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that you'd like to respect a bit.

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When it comes to schedulers, that's
where you see the most commonly ratios.

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Being applied roughly, I would say
one scheduler for every a hundred

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agents seems to be a, a good mark.

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You see that when you need to
schedule for 200, 300 folks,

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it becomes really cumbersome.

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When it comes to forecasting,
it's a little different.

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It's not so much about the number of
agents you're managing, but the number of

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skills that you have to forecast for it.

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Time consuming to forecast
for a single skill.

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If you have 20 skills, you, you need to
devote quite a few of of your hours in

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a given day or week to, to those skills.

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So you know, looking at ratios more
towards the number of skills that

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you have to, to forecast for there.

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And then then you have the third.

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Piece of the triad of workforce
management, which is realtime management.

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And there, what I like to
think about is the hours of

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operations that you're supporting.

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So for rta the number of eyeballs you're
gonna need on the screen and how long

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you're gonna need those eyeballs to stick
around for, you know, throughout the week.

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So running a 24 7 hour operation might be
very different than a five days a week,

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eight to five kind of kind of operation

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Dave Hoekstra: now.

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If doing the math, so you had 60
schedulers working for the team there.

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Florian Garnier: I did not we were running
Slim is what I would I would call it.

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But what we did is rely on some of
the BPOs and the W F M staff that they

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had at each site to step up on the
RTA piece, but also on the scheduler.

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So we were relying on other teams that
we managed with a trim down version you

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know, at our headquarters in Nashville.

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Dave Hoekstra: Okay, so that was a bit
of a gotcha question and I admittedly

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tried to, tried to stump you on that
one because the, clearly there are

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economies of scale at play here, right?

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Once you get to a certain number,
you don't need the exact one to

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100 ratio that, that kind of comes
through it, you know, you start to

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see the, the ability to do that and.

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That's, that's an important thing
and that's why it's so hard to answer

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this question is, you know, yes.

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When you're first starting out,
you know, you get above a hundred

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agents and one single person is
scheduling all of those people.

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That's, that's a lot.

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Especially you have to do schedule
exceptions and re realtime analysts and

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all of those things, but we, we definitely
see some economies of scale there, so.

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Great.

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Thank you for that.

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It's wonderful to have you on.

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Appreciate it.

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The next voice you're about to
hear, Is my buddy Kevin Wilk.

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Kevin has been doing this for
quite some time and spent a lot of

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time doing a lot of the workforce
management, but don't hear it from me.

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Kevin, tell us a little bit about why
you're better than Florian and why

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we should understand what's going on.

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I don't know

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Kevin Wilk: about that, Dave, but thanks
for the introduction and confidence.

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So yeah.

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I pretty much started in workforce
management when I was a teenager.

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My first, well, not in workforce
management and customer service.

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Sorry working my way up my first
job in high school was doing

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technical support for a small
town internet service provider.

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Literally picking up the phone,
dealing with customers and

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troubleshooting their issues.

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I kind of worked my way out of that
and into more of the technical side

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of things but stayed close to customer
service the entire time and eventually

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Found my way into workforce management.

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It was kind of it wasn't anything
I really intended at the time.

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It was never like the career
path that I said, Hmm, I'm

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gonna be a workforce manager.

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But I

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Dave Hoekstra: think there is a 100%
ratio of people who never intended to

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be W f M of people that are in W F M.

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Yeah.

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But I got

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Kevin Wilk: in and I found that I really
enjoyed the work and the skills and next

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thing I knew I had been working in there
for seven in that field for seven years.

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And so that's kind of me in a nutshell.

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Dave Hoekstra: And now you're
helping you're helping others

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learn how to use the platform Yeah.

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And spending time with
that here at Calabrio.

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So it's really great to have you be a
part of this and we value your experience.

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And so the question I kind of want
you to address a little bit, this

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is another question we get, is.

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I don't think people write down, you know,
when you're in first grade and they say,

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what do you wanna be when you grow up?

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Nobody writes down, I want
to be a W F M analyst.

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Right.

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But at a certain point, people
who get into contact center

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space, they do see that.

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They kind of maybe want
to trend towards that.

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And so if you were to, if someone
were to ask you, how could I kind

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of get into workforce management,
maybe, how would you do that and what

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kind of skills might you focus on?

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Yeah.

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I

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Kevin Wilk: think probably
the most important skills in

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workforce management are the
communication and the people skills.

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W F M is about relationships.

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It's about your relationship with
operations, with your HR teams

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with all of the other departments
that make up the organization

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and make the business function.

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So first and foremost for
me is communication skills.

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I think second is a good.

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Analytical background, being able to think
through problems and propose you know,

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and, and really work out the solution and
be able, probably third in that would be,

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Dave Hoekstra: Just working

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Kevin Wilk: on your Excel skills
to be able to work with data and be

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able to present it in a way that is
understood by your audience so that

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you're able to get your point across.

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Because a lot of what you do in
W F M revolves around numbers and

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those can be difficult sometimes to,

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Dave Hoekstra: to communicate.

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Yeah.

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So f one of the things I notice about US
workforce management nerds is there seems

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to be really strong love for spreadsheets.

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And I'm being nice because some of us
don't like Excel as much as the other

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Kevin Wilk: one.

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But can you express that in a pivot table,
that idea, because that's what I need

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Dave Hoekstra: in my life.

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And see, you stole my thunder,
Kevin, because then you really

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get to know the W f N nerds when
you talk about pivot tables.

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If pivot tables make you excited, you
just might be a W F M nerd, right?

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Because it's a very common thread
in what, what we do, right?

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And I, you hear the story over and over
again when you ask people how they get

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into this business, they said, well,
I was working at the contact center

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and I was pretty good with Excel and
one thing, you know, led to another

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and I was in workforce management.

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It seems to be very common.

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It's, it's the way I got into it.

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I know that the, it's the way you guys
kind of all fell into it and You know,

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that's the really interesting part is when
people want to get into this space, you do

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have to have that analytical background.

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And then usually what they do is
they find out that they kind of

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like the people part of it too.

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And that's what happened to me.

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I was, I wasn't into math.

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I didn't, I didn't, I
hated math in high school.

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I was, I chose my college major
specifically because there was no math.

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That's, that, that's what's going on.

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And so there seems to be there.

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You know, we talk a lot about
workforce management being

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like part art, part science.

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Some people really like the science part
and some people really like the art part.

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I was definitely one of those people.

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Yeah.

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Florian Garnier: And I think
it's Also the curiosity, right?

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That comes, it's not just loving Excel or
being able to love pivot tables, but it's

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also staying curious about the business,
understanding why the goals, why the

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results, and through, you know, through
your curiosity, just keep on digging and.

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Loving it.

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That's, that's how, that's how I
fell into it, is because I wanted

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to understand why service level
wasn't achieved on a given day and

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how staffing played a part in that.

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Dave Hoekstra: And such a key word.

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Curiosity.

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Gosh, that word just keeps coming up
over and over again when we talk about

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the kind of people that we wanna look.

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And so that's a great segue, Florian
into meeting our third guest here.

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And he's been so good and so quiet.

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Joe Presutti, love, love
that you're here, Joe.

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Joe's been doing this for a long time.

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He is led lots of W F M teams.

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But again, don't hear it from me.

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Hear it from Joe.

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Joe, tell us a little bit
about, about your background.

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All right,

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Joe Prescutti: thanks Dave.

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So I came into the space because
I, I, I was in a insurance company.

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I, they were starting a W F M team.

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I didn't know what it was.

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They were like, Hey, you
should apply for this.

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So I did and I got an interview.

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They were asking questions
about numbers and data.

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They really didn't talk
about workforce management.

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It was basically just, you
know, numbers and data.

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They hired me and I had to
build a team, so I was, it

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was me as like the forecaster.

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And then I was able to hire two
real-time analysts and then we grew

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and we had, you know, we added on
two more realtime analysts and two

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more forecasting and schedulers.

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So it was.

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Something where it started from
the ground and we were able to

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build it from the ground up.

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And I think a lot of what we're you
guys are talking about with analytical

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thinking and communication skills,
that, that all, you know, goes into it.

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And whenever you are building something
like that from the ground up, you,

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you're, you're looking at people inside
the organization who would be good

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for this role inside the organization.

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Cuz you don't really, at
that point, it was 2004.

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There weren't really a lot of people
out there externally who had the,

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the knowledge and skill related
to workforce management that you

00:12:33.420 --> 00:12:35.189
would bring in from the outside.

00:12:35.194 --> 00:12:37.170
So I was looking inside
for that kind of talent.

00:12:38.430 --> 00:12:38.699
Dave Hoekstra: Yeah.

00:12:38.699 --> 00:12:46.890
And you know, we, we all know someone
who is very analytical, but might

00:12:46.890 --> 00:12:48.930
not be the best choice, right.

00:12:48.959 --> 00:12:50.260
For this particular role.

00:12:50.939 --> 00:12:56.355
Now when the team gets larger, You have
a, it's a little easier to kind of hide

00:12:56.355 --> 00:13:00.645
the analytical person behind the, in the
dark room, behind the curtain, right?

00:13:00.645 --> 00:13:02.215
And please never talk to anyone.

00:13:02.805 --> 00:13:07.800
But when you're a smaller team, You,
those analytical, analytical people can

00:13:07.800 --> 00:13:11.579
often have to be responsible for going
out and dealing with the, the, the masses.

00:13:11.579 --> 00:13:14.699
And, and yes, I know times have
changed a little bit since we

00:13:14.704 --> 00:13:15.870
all kind of got into this group.

00:13:15.870 --> 00:13:18.209
Everything we used to do is
very face-to-face, right?

00:13:18.214 --> 00:13:20.699
You always had the opportunity
to walk up to someone's desk.

00:13:20.699 --> 00:13:25.430
And nowadays with remote work and
hybrid working lots of different

00:13:25.829 --> 00:13:27.839
choices out there that, that spin that.

00:13:27.839 --> 00:13:31.560
So this question is kind of for
you, Joe, and for you Florian.

00:13:31.589 --> 00:13:32.270
I know that.

00:13:32.690 --> 00:13:37.830
A lot of times we get inquiries or
I see them online and nobody asks me

00:13:37.830 --> 00:13:41.160
directly, but I see these on, on some of
the message boards and things like that.

00:13:41.160 --> 00:13:45.870
Like, Hey, I, I have an interview
for a W F M position coming up

00:13:46.280 --> 00:13:48.850
and what, what should I expect?

00:13:49.330 --> 00:13:51.662
And so Joe, let me start with you.

00:13:51.960 --> 00:13:55.800
When you were kind of bringing in
those, those team members, what kind

00:13:55.800 --> 00:13:57.680
of things were part of the interview?

00:13:57.870 --> 00:14:00.150
You've already mentioned some of
the skills that you looked for, but.

00:14:00.555 --> 00:14:03.955
How did you really flesh those out
and make sure that those people

00:14:03.975 --> 00:14:05.205
had those actual skills that you

00:14:05.205 --> 00:14:05.565
Joe Prescutti: needed?

00:14:05.895 --> 00:14:08.865
Well, I think the most important part,
and I, you know, Kevin mentioned this is

00:14:08.865 --> 00:14:13.335
the people skills, so I was, I was asking
questions about how they, how they are

00:14:13.335 --> 00:14:17.505
in a team environment, how they deal with
conflict in a team environment, because

00:14:17.510 --> 00:14:19.036
that's ultimately what's going to happen.

00:14:19.041 --> 00:14:22.485
If you're a real-time analyst,
you're going to have conflict with.

00:14:22.905 --> 00:14:25.635
The operations team, whenever you
ask where somebody is, why aren't

00:14:25.635 --> 00:14:26.775
they on break at the right time?

00:14:26.780 --> 00:14:28.095
Why aren't, why aren't
they going to lunch?

00:14:28.605 --> 00:14:30.165
Why are they not ready for so long?

00:14:30.555 --> 00:14:33.075
Those kind of things, you have to be
able to ask and be comfortable with that.

00:14:33.405 --> 00:14:37.545
So I was bringing in people who
had very, they were friendly,

00:14:37.545 --> 00:14:39.985
people who understood data.

00:14:40.395 --> 00:14:43.905
Team players who could step in for
someone else on the team if they

00:14:43.905 --> 00:14:45.405
weren't there or if they needed help.

00:14:46.035 --> 00:14:51.975
So that, that was basically my, you know,
and also, When I, we first started again,

00:14:51.975 --> 00:14:55.694
it 2004, we didn't have the chats in
the operational, you know, world there.

00:14:56.205 --> 00:15:00.555
When we had calls in q I had to
have my realtime analyst stand

00:15:00.560 --> 00:15:05.175
up and yell how many calls were
in Q and people hated that.

00:15:05.444 --> 00:15:08.566
And even the people, even the
realtime analysts hated that.

00:15:08.635 --> 00:15:11.444
So that was the kind of
environment we were in.

00:15:11.444 --> 00:15:14.025
So I wanted to bring in people that
could do things like that and kind

00:15:14.025 --> 00:15:17.444
of put themselves out there, but
also understand the data piece of it.

00:15:18.375 --> 00:15:21.435
Dave Hoekstra: Now was this, was this
like, did they just stand up and yell?

00:15:21.435 --> 00:15:22.085
Seven?

00:15:22.335 --> 00:15:26.775
Joe Prescutti: They would yell, they,
well, I won't say we had it's proprietary

00:15:26.775 --> 00:15:29.355
with the, the, the companies we worked
with, but they would yell at the

00:15:29.355 --> 00:15:33.405
company name how many calls were in
queue and sometimes they would stand

00:15:33.405 --> 00:15:37.314
up and yell that we had four people and
not ready on that, that in that guy.

00:15:37.335 --> 00:15:40.005
So it was just there a lot of
yelling in the, in the call center.

00:15:41.055 --> 00:15:44.595
Dave Hoekstra: So you guys could see
though that there's no real great

00:15:44.595 --> 00:15:49.230
answer to this and so, Florian was,
was there anything you, you did

00:15:49.230 --> 00:15:52.380
in particular, I know a big thing
that comes across in a lot of these

00:15:52.650 --> 00:15:54.960
interviews is, are tests, right?

00:15:54.965 --> 00:15:56.490
We, we, we do tests.

00:15:56.490 --> 00:15:58.440
Did were, were you
responsible for any of those?

00:15:59.190 --> 00:16:00.870
Florian Garnier: Yeah,
I've done a few of those.

00:16:00.870 --> 00:16:01.770
Truly.

00:16:03.480 --> 00:16:08.020
At first, the main thing I was looking
for is somebody who has empathy that's

00:16:08.020 --> 00:16:12.300
gonna join a W F M team is somebody
who knows what a high occupancy day

00:16:12.305 --> 00:16:15.365
feels like getting calls back to back.

00:16:15.465 --> 00:16:17.670
It's a, it's a different feeling.

00:16:17.675 --> 00:16:20.440
So I was looking for somebody who had
some experience in the contact center

00:16:20.540 --> 00:16:25.620
as an agent, ideally so that they know
that when they're impacting somebody's

00:16:25.620 --> 00:16:27.240
schedules, they know they're playing with.

00:16:27.265 --> 00:16:30.415
People's, you know,
lives day in and day out.

00:16:30.865 --> 00:16:36.355
But yes, were there occasions where
we set up tests to test the the

00:16:36.355 --> 00:16:38.185
Excel skills or the chops overall?

00:16:38.185 --> 00:16:38.905
Absolutely.

00:16:38.910 --> 00:16:43.045
Where we, there's one specific
interview process that comes to

00:16:43.045 --> 00:16:44.814
my mind where we had set up a.

00:16:45.449 --> 00:16:48.959
Excel sheet with millions
of data points in it.

00:16:49.319 --> 00:16:53.370
Some erroneous data points,
some real hidden gems in the, in

00:16:53.370 --> 00:16:55.359
the middle of of the data set.

00:16:55.800 --> 00:17:02.339
And the goal was not only for the
interviewee to figure out where the

00:17:02.489 --> 00:17:06.659
anomalies were in the data set, but
also how they would present that

00:17:06.659 --> 00:17:11.954
data set at a more executive level
and, and just overall build a sheet.

00:17:11.970 --> 00:17:15.665
So the guy we ended up hiring, Now
works at Collabreo when, whenever

00:17:15.665 --> 00:17:20.855
we did this and had built this
spreadsheet with 17 different tabs

00:17:20.855 --> 00:17:25.370
and a different approach to to the,
to the challenges that were presented.

00:17:25.780 --> 00:17:31.895
The explanation that he provided with it
is really what sold the, the role for him.

00:17:32.225 --> 00:17:37.115
And yeah, years later still work with
him and, and the dude is crushing

00:17:37.115 --> 00:17:38.855
it out there and he still likes you.

00:17:39.515 --> 00:17:40.775
He still loves me for some

00:17:40.775 --> 00:17:41.135
Joe Prescutti: reason.

00:17:42.825 --> 00:17:43.065
That.

00:17:43.065 --> 00:17:43.635
That's awesome.

00:17:43.725 --> 00:17:46.545
You know another thing that, as you're
talking about empathy, I was thinking

00:17:46.545 --> 00:17:50.745
about was when you bring those pe, when
you're talking to those people about

00:17:50.745 --> 00:17:52.065
W F M, you wanna bring someone in.

00:17:52.065 --> 00:17:55.065
If you're bringing 'em from the
inside, even as well, that can keep

00:17:55.065 --> 00:17:57.915
a secret, that cannot, well it is not
gonna go out to the floor and talk to

00:17:57.915 --> 00:17:59.145
their friends about what's happening.

00:17:59.145 --> 00:18:03.254
Cuz you're gonna get information
as a workforce management person

00:18:03.254 --> 00:18:07.195
around people's, you know, you know,
terminations, people that are quitting.

00:18:08.155 --> 00:18:11.910
Maybe there's HR implications that
you're aware of cuz you're scheduling

00:18:11.910 --> 00:18:13.470
time for them to be off the phones.

00:18:13.860 --> 00:18:15.720
You don't want somebody that's
gonna come in and say, oh, my

00:18:15.720 --> 00:18:17.880
friend is being let go on Friday.

00:18:17.880 --> 00:18:19.830
I'm gonna go let them
know that's happening.

00:18:20.160 --> 00:18:23.130
So you have to have some kind
of, you know, tact when it

00:18:23.130 --> 00:18:24.180
comes to that kind of stuff too.

00:18:24.180 --> 00:18:25.780
And that was something I asked
about in every interview.

00:18:27.225 --> 00:18:27.675
Dave Hoekstra: Okay.

00:18:27.735 --> 00:18:28.215
Tact.

00:18:28.245 --> 00:18:31.695
So I mean the, what it really comes
down to is people skills, right?

00:18:31.700 --> 00:18:31.965
Right.

00:18:31.965 --> 00:18:36.705
The, the ability to stop for a second
and say, okay, I'm dealing with human

00:18:36.705 --> 00:18:39.575
beings about this as well, and so, Now.

00:18:39.675 --> 00:18:43.755
Now, Kevin, when we were talking
earlier, when we started talking about

00:18:43.755 --> 00:18:49.245
these tests, you, you, you, you got a
little bit upset and I, I'm curious.

00:18:49.245 --> 00:18:49.755
That's a little salty

00:18:49.755 --> 00:18:50.055
Kevin Wilk: maybe.

00:18:50.235 --> 00:18:51.045
Yeah, a little

00:18:51.045 --> 00:18:51.435
Dave Hoekstra: salty.

00:18:51.435 --> 00:18:52.595
That's a, that's a good term.

00:18:53.125 --> 00:18:55.365
Tell me about why this
particular process of.

00:18:55.740 --> 00:18:58.889
Of testing employees or
testing interviewees.

00:18:58.950 --> 00:18:59.340
Got you.

00:18:59.340 --> 00:19:00.720
A little bit hot on the collar.

00:19:00.720 --> 00:19:01.500
Don't get me wrong.

00:19:01.530 --> 00:19:04.500
Kevin Wilk: It's, it's really good
to understand the fundamentals and

00:19:04.500 --> 00:19:07.290
the basics, and that's kind of what
you're getting at when you're, you're

00:19:07.290 --> 00:19:09.270
trying to do a lot of these tests, but

00:19:09.690 --> 00:19:11.340
Dave Hoekstra: a lot of times the.

00:19:12.689 --> 00:19:16.020
Kevin Wilk: The things that we're
testing on are not things that are

00:19:16.020 --> 00:19:17.655
going to be part of your normal day.

00:19:17.715 --> 00:19:22.830
I feel like, at least in my situation, you
know, we had W F M scheduling software.

00:19:22.830 --> 00:19:25.169
I never had to build a forecast by hand.

00:19:25.499 --> 00:19:28.770
You know, I never had
to do things in Excel.

00:19:29.285 --> 00:19:34.595
Ever, you know, in the position I was
in, I did things in Excel outside of

00:19:34.600 --> 00:19:39.125
that for other reasons, and my Excel
skills were extremely valuable for that.

00:19:39.635 --> 00:19:45.005
But the, I felt, the, the
questions tend to be those sort

00:19:45.010 --> 00:19:48.215
of like w f m catch questions.

00:19:48.220 --> 00:19:53.645
You, you see a lot, you know, calculating
occupancy and shrinkage and understanding,

00:19:54.065 --> 00:19:56.075
you know, the, those basic concepts.

00:19:56.105 --> 00:19:57.725
But in practice, they.

00:19:59.450 --> 00:20:03.110
They maybe aren't as useful,
but still good to understand.

00:20:03.380 --> 00:20:06.290
So it just, it felt kind of like a gotcha.

00:20:06.290 --> 00:20:11.060
In the interview when I'm going in there
and they're like asking about occupancy

00:20:11.060 --> 00:20:15.380
and I have to, you know, wait a minute,
I only know this terminology because of

00:20:15.385 --> 00:20:20.390
this particular, you know, W F M thing and
like, we don't even use it as a metric.

00:20:20.390 --> 00:20:22.580
It's not a KPI that
we're tracking right now.

00:20:23.610 --> 00:20:23.900
Dave Hoekstra: Yeah.

00:20:24.000 --> 00:20:24.540
And yeah.

00:20:24.720 --> 00:20:24.940
And.

00:20:25.320 --> 00:20:29.640
I will say, like, what I see sometimes
posted online is, are things like,

00:20:29.970 --> 00:20:33.870
yeah, I'm, I'm gonna have them
take a forecast and then build a,

00:20:33.930 --> 00:20:37.050
a, a staffing requirement and then
build a schedule on top of it.

00:20:37.380 --> 00:20:37.590
And it's

00:20:37.590 --> 00:20:40.020
Kevin Wilk: like, and then I might
even put errors in my data when

00:20:40.025 --> 00:20:40.590
Dave Hoekstra: I do that.

00:20:40.700 --> 00:20:40.900
Yes.

00:20:41.450 --> 00:20:42.840
That, that's just evil.

00:20:42.880 --> 00:20:43.420
That's evil.

00:20:44.550 --> 00:20:44.790
Yeah.

00:20:45.200 --> 00:20:52.110
And, and the, but what, what you see
is, is you what hopefully the goal is.

00:20:52.370 --> 00:20:56.570
Is not to say, okay, this is a
test that if you make less than a

00:20:56.570 --> 00:20:58.730
90, you don't make it onto this.

00:20:58.970 --> 00:21:04.040
It's really about how do you apply the
knowledge that you've learned in the past.

00:21:04.070 --> 00:21:04.430
Right.

00:21:04.580 --> 00:21:06.695
How can you get Yeah, it's
about those analytics.

00:21:07.045 --> 00:21:07.425
Sorry.

00:21:07.425 --> 00:21:07.625
Yeah.

00:21:07.625 --> 00:21:08.120
No, no, no.

00:21:08.270 --> 00:21:08.760
It's the analytics.

00:21:08.760 --> 00:21:09.650
That's exactly what, it's just

00:21:09.655 --> 00:21:12.710
Kevin Wilk: thinking and working through
problems, you know, how are you going

00:21:12.710 --> 00:21:17.480
to approach it and get to the solution
and can you explain and justify how you

00:21:17.480 --> 00:21:18.020
Florian Garnier: got there?

00:21:18.490 --> 00:21:22.990
I think that's the key point is how you
explain, you know, what you are seeing.

00:21:22.990 --> 00:21:27.070
Because in the end, workforce
management, yes, there's some analytics

00:21:27.070 --> 00:21:30.280
that go into it, but it's how you
handle conversations with people.

00:21:30.680 --> 00:21:34.389
When it comes to scheduling or
when it comes to your executive

00:21:34.395 --> 00:21:37.240
leadership team, is how you present
challenges to them that have.

00:21:37.690 --> 00:21:41.020
Occurred and that you have identified
in your contact center your

00:21:41.020 --> 00:21:42.850
ability to communicate with others.

00:21:42.850 --> 00:21:46.480
Because workforce management partners
with HR and with marketing and with

00:21:46.480 --> 00:21:50.950
finance and with the product team, you
have to be able to talk to other people.

00:21:50.955 --> 00:21:54.310
You're, you know, oftentimes you
think about the W F M team as what

00:21:54.310 --> 00:21:58.480
we alluded to earlier, the person in
the dark room without the windows in

00:21:58.480 --> 00:21:59.920
the closet, just crunching numbers.

00:21:59.920 --> 00:22:03.520
But now really it's somebody
who has empathy, who can who is

00:22:03.520 --> 00:22:05.620
curious and can talk to others.

00:22:06.390 --> 00:22:06.540
Dave Hoekstra: Yeah.

00:22:06.540 --> 00:22:09.360
If I had to say like,
what's my biggest challenge?

00:22:09.690 --> 00:22:13.170
What, like that I remember from
workforce management, right?

00:22:13.170 --> 00:22:17.280
In all the years that I did it, it
was, it was those discussions with

00:22:17.280 --> 00:22:20.820
the team leads about, I need so
and so to get back on the phones.

00:22:21.450 --> 00:22:22.530
Like, I'm sorry.

00:22:22.530 --> 00:22:25.290
I know you want, you need to
do a training with them, but we

00:22:25.290 --> 00:22:26.730
have to get these calls answered.

00:22:27.180 --> 00:22:29.970
It's, it's the conversations
and the discussions I had.

00:22:29.975 --> 00:22:34.680
It was never figuring out how to
create a weighted average in Excel.

00:22:35.100 --> 00:22:39.870
It was never about crunching a particular
forecast and making sure this part was

00:22:39.875 --> 00:22:41.190
weighted more heavily than the other.

00:22:41.600 --> 00:22:43.550
It was always about those conversations.

00:22:43.550 --> 00:22:44.389
And so, Joe, go ahead.

00:22:44.389 --> 00:22:44.899
You were gonna make a

00:22:44.899 --> 00:22:45.230
Joe Prescutti: point.

00:22:45.230 --> 00:22:48.110
Yeah, well, just what you were saying,
I, you know, I had a daily, every

00:22:48.110 --> 00:22:51.830
morning we had a meeting and we had all
the, all the different managers from

00:22:51.830 --> 00:22:53.060
every department come to that meeting.

00:22:53.389 --> 00:22:56.600
And W F M would explain here
are priorities for the day.

00:22:56.960 --> 00:23:01.340
So if we're going to be asking later
for people to help somewhere else, or

00:23:01.340 --> 00:23:06.110
maybe going home because we have too much
staff on that day, it we, I had that.

00:23:06.735 --> 00:23:09.254
The, the leader of that call
would RO have rotations.

00:23:09.254 --> 00:23:12.225
So we would have an RTA do it one
day, a forecaster, do it one day.

00:23:12.230 --> 00:23:13.095
I would do it one day.

00:23:13.485 --> 00:23:16.995
But I think having those conversations
every day and people, we would

00:23:16.995 --> 00:23:19.725
explain, here's where we are, month
of date on our service levels.

00:23:20.175 --> 00:23:22.965
Here's where we are in our
abandoned numbers, you know, this

00:23:22.970 --> 00:23:24.135
is our attendance for the day.

00:23:24.139 --> 00:23:27.225
We would give all that information in that
morning meeting we met for a half hour,

00:23:27.645 --> 00:23:31.680
and I think that when we started doing
that, A lot of those conversations were a

00:23:31.680 --> 00:23:35.040
lot easier to have cause people understood
where it was coming from and when we

00:23:35.040 --> 00:23:38.460
would go out to a team lead in during
the day and say, look, we're gonna cancel

00:23:38.460 --> 00:23:39.990
your team meeting today because of this.

00:23:39.990 --> 00:23:41.790
They, they understood why.

00:23:45.825 --> 00:23:48.225
Kevin Wilk: Yeah, I, I think
those are really good points.

00:23:48.255 --> 00:23:53.055
There's like a sort of this balance
between the needs of the business

00:23:53.055 --> 00:23:57.135
and recognizing that these are
individual people ultimately, and

00:23:57.140 --> 00:24:00.585
at some level they're individual
problems that need to be dealt with.

00:24:00.585 --> 00:24:04.005
So definitely having those,
those skills is really

00:24:04.005 --> 00:24:04.485
Dave Hoekstra: important.

00:24:04.485 --> 00:24:04.665
Right.

00:24:05.595 --> 00:24:06.015
Yeah.

00:24:06.135 --> 00:24:06.405
The.

00:24:08.085 --> 00:24:11.835
It's, it's the age old question that
I'm sure you guys have said hundreds

00:24:11.835 --> 00:24:16.455
of times in your career, if not
more, is if they understand the why.

00:24:17.205 --> 00:24:19.305
Yeah, it makes it so
much easier to digest.

00:24:19.305 --> 00:24:22.245
And, and you know, I'll admit, at
the beginning of my career, I wasn't

00:24:22.245 --> 00:24:24.195
very good at explaining the why.

00:24:24.195 --> 00:24:28.515
It was like, because they're on my butt
to get these people back on the phones.

00:24:28.515 --> 00:24:33.285
That's why, because I said so, but if,
but if we, if we do a better job, and,

00:24:33.285 --> 00:24:34.295
and that's the thing is sometimes.

00:24:35.005 --> 00:24:38.275
You know, contact centers can be
understaffed for many months in a row

00:24:38.275 --> 00:24:41.335
and everybody's feeling the pressure and
it's like, seriously, I haven't had a

00:24:41.335 --> 00:24:45.355
one-on-one with my agents in like months
and now you want to cancel this one again.

00:24:45.360 --> 00:24:45.740
And yeah.

00:24:45.950 --> 00:24:48.175
I, I, I'm sorry.

00:24:48.175 --> 00:24:50.845
I understand right tho those
were the harder conversations

00:24:50.905 --> 00:24:53.595
Joe Prescutti: and you know, there were
times where you know, we would have.

00:24:55.125 --> 00:24:58.515
Those conversations where we wanted,
we wanted to cancel a meeting where we

00:24:58.515 --> 00:25:00.405
wanted to pull somebody onto the phone.

00:25:00.410 --> 00:25:05.175
Cause we had calls in queue and I always
told people we can discuss and argue

00:25:05.175 --> 00:25:09.285
about this later, but let's, when we
ask someone to be on the phone, put 'em

00:25:09.285 --> 00:25:10.696
on the phone, there's a reason for it.

00:25:11.065 --> 00:25:11.285
And.

00:25:11.935 --> 00:25:12.835
Right or wrong.

00:25:12.925 --> 00:25:14.005
That's what I wanted them to do.

00:25:14.005 --> 00:25:17.365
Like I I, we can discuss it later and,
and if it, if we were wrong for doing

00:25:17.365 --> 00:25:18.535
it, then we can talk about that later.

00:25:18.535 --> 00:25:22.945
Cuz I, you know, w f m in my, in my
world has always been responsible

00:25:22.945 --> 00:25:25.015
for those SLAs and those ASAs.

00:25:25.495 --> 00:25:29.605
So I wanted to them to understand that
we're never going to ask for something

00:25:29.605 --> 00:25:31.555
because we just are trying to get at you.

00:25:32.185 --> 00:25:35.455
But if there's a problem with it,
do it and we'll talk about it later.

00:25:36.764 --> 00:25:38.564
Dave Hoekstra: Oh, I asked
for stuff just to get at 'em.

00:25:39.254 --> 00:25:39.975
No, I'm just kidding.

00:25:40.455 --> 00:25:41.024
I wouldn't do that.

00:25:41.024 --> 00:25:41.764
Don't do that.

00:25:41.925 --> 00:25:43.365
WFM is out there.

00:25:43.365 --> 00:25:45.044
Listen, go ahead Kevin.

00:25:45.050 --> 00:25:47.415
You were gonna say.

00:25:47.475 --> 00:25:51.165
Kevin Wilk: Yeah, I, I think that like,
especially with operations, you know,

00:25:51.170 --> 00:25:57.015
it's an N W F M, it's so easy to get
focused on the numbers portion of it too.

00:25:57.015 --> 00:26:01.545
And I would just wanted to throw the
thought out there to encourage people to

00:26:01.545 --> 00:26:06.795
like, focus on the behaviors that change
the numbers and not so much the numbers.

00:26:07.015 --> 00:26:07.655
Dave Hoekstra: I,

00:26:08.115 --> 00:26:08.555
I

00:26:08.585 --> 00:26:11.910
Kevin Wilk: just feel like a lot of
times you're talking to, you know,

00:26:11.940 --> 00:26:15.389
people about your call volume or your
abandon rate or other things like that,

00:26:15.389 --> 00:26:19.650
and that doesn't translate to what they
need to do to actually affect change.

00:26:19.680 --> 00:26:22.920
It's much better to talk about the
behaviors we need to do, you know,

00:26:22.920 --> 00:26:24.389
we need agents to wrap up faster.

00:26:24.810 --> 00:26:27.370
We need these other things to happen.

00:26:27.730 --> 00:26:28.380
And

00:26:28.380 --> 00:26:29.730
Dave Hoekstra: address those.

00:26:29.850 --> 00:26:30.030
Yeah.

00:26:30.030 --> 00:26:33.120
It goes back to that skill that
we talked about earlier, that

00:26:33.120 --> 00:26:35.250
insatiable curiosity, right?

00:26:35.250 --> 00:26:39.450
That, yeah, why is this happening and
what, and what can I do to d to, you

00:26:39.450 --> 00:26:43.350
know, when we just start accepting
status quo, that's when, that's when

00:26:43.350 --> 00:26:44.720
things get really, really goofy.

00:26:45.060 --> 00:26:45.490
So

00:26:46.420 --> 00:26:48.440
Florian Garnier: I think
you know, the, the, the.

00:26:49.575 --> 00:26:52.485
There are three components that I
would always think about whenever

00:26:52.605 --> 00:26:54.405
building a workforce management team.

00:26:54.405 --> 00:26:55.905
And we've talked about one quite a bit.

00:26:55.905 --> 00:26:59.210
It's the people, the people you
hire and the people you work with.

00:26:59.210 --> 00:27:03.504
That's definitely one of the, the
components, but the other two.

00:27:04.625 --> 00:27:09.605
Our processes and the technology, so
processes that you put in place and

00:27:09.605 --> 00:27:13.085
you know, Joe, what you were talking
about, reviewing metrics on a daily

00:27:13.085 --> 00:27:14.855
or on a weekly and monthly basis.

00:27:15.045 --> 00:27:18.095
NBRs, qbr, all the various
reviews you could do.

00:27:18.825 --> 00:27:23.550
The processes the, the, the goals
that are, Put in place, right?

00:27:23.550 --> 00:27:27.959
For adherence numbers or for your
SLAs, reviewing your SLAs from time to

00:27:27.959 --> 00:27:32.820
time, is it still good to have a very
aggressive service level of 80 20?

00:27:32.820 --> 00:27:36.330
What, you know, is usually considered
as the, as the norm out there, but

00:27:36.330 --> 00:27:38.689
truly doesn't impact quality much.

00:27:39.149 --> 00:27:42.889
And then technology, of course, you
know, we are a technology company

00:27:42.889 --> 00:27:45.300
and doing workforce management.

00:27:45.715 --> 00:27:49.764
Work without a workforce management
platform is incredibly tricky.

00:27:50.065 --> 00:27:52.105
Doing it all via Excel is challenging.

00:27:52.105 --> 00:27:56.125
So of course the technology, but
also the integration of your w fm

00:27:56.125 --> 00:28:01.455
platform with the a c d with a chat
platform or your CRM of choice.

00:28:02.035 --> 00:28:04.615
Those three components I, I
would always think are key to a

00:28:04.615 --> 00:28:07.465
successful workforce management team,
people, process, and technology.

00:28:07.905 --> 00:28:08.385
Joe Prescutti: For sure.

00:28:08.385 --> 00:28:12.465
And you know, I think that when, and I
talk to Kevin about this very, very often,

00:28:12.525 --> 00:28:17.925
you know, as you are running this and
you are staying up on, you know, changes

00:28:17.925 --> 00:28:21.885
and making sure that you're up on the
latest things that are going on, you also

00:28:21.885 --> 00:28:26.265
wanna make sure that you are catering
those processes toward the, the software

00:28:26.265 --> 00:28:28.185
that you're using and not trying to.

00:28:28.594 --> 00:28:32.554
Change the software to meet the, the
processes that you have in your sender.

00:28:32.854 --> 00:28:35.435
I, I work with so many customers
who just say, I, you know, we've

00:28:35.435 --> 00:28:36.875
done this for the last 10 years.

00:28:36.879 --> 00:28:37.985
This is how, this is how we do it.

00:28:38.675 --> 00:28:43.625
And when you get a tool like Collabreo,
you, you want to see what the

00:28:43.625 --> 00:28:48.274
tool can do and then maybe look at
changing processes to that continuous

00:28:48.274 --> 00:28:51.725
education, continuous improvement
piece of the, of the wheel there.

00:28:52.935 --> 00:28:53.445
Yeah, you can

00:28:53.445 --> 00:28:53.655
hear

00:28:53.655 --> 00:28:57.885
Dave Hoekstra: the pain in Joe's voice
when he says that because that's, that's

00:28:57.885 --> 00:29:01.915
what it's like to try and implement
a solution with, with with people.

00:29:01.935 --> 00:29:04.095
And you know what, we're all guilty of it.

00:29:04.545 --> 00:29:09.105
You, you like something the way it is and
you know that it's really a mindset more

00:29:09.105 --> 00:29:14.031
than it is necessarily anything else is
going in and feeling feeling confident

00:29:14.055 --> 00:29:16.215
that we can get those pieces done.

00:29:18.165 --> 00:29:18.774
Just to

00:29:18.774 --> 00:29:21.465
Kevin Wilk: add to that, I feel
like the collaboration with other

00:29:21.465 --> 00:29:25.035
departments also comes into play
on that a lot, especially if you're

00:29:25.035 --> 00:29:27.615
talking about an HR m s integration.

00:29:27.615 --> 00:29:31.695
And a lot of times when you're
talking about your initial project

00:29:31.695 --> 00:29:35.265
deployment, it's a lot easier to
get the energy and motivation to.

00:29:36.250 --> 00:29:40.180
You know, discuss and fix your processes
for the new technology, then roll out

00:29:40.180 --> 00:29:45.370
the technology and then have to look
at revisiting your processes down

00:29:45.370 --> 00:29:45.690
Dave Hoekstra: the road.

00:29:46.180 --> 00:29:46.570
Yeah.

00:29:47.030 --> 00:29:50.080
When big changes happen, that's
also time to make big decisions.

00:29:50.110 --> 00:29:50.440
Right.

00:29:50.440 --> 00:29:53.260
And, you know, reevaluate
your skills, reevaluate your,

00:29:53.260 --> 00:29:54.221
your, your, things like that.

00:29:54.460 --> 00:29:56.020
And so, absolutely.

00:29:56.230 --> 00:30:00.910
All right, guys, the last point I
kind of want to talk about is when

00:30:00.910 --> 00:30:07.754
we look at workforce management
and career progression, right?

00:30:07.754 --> 00:30:11.475
So I'd love to think that there's a bunch
of W f M people out here listening to

00:30:11.475 --> 00:30:13.354
the podcast and, and wanna learn more.

00:30:14.975 --> 00:30:18.595
If you guys, and I'm gonna kind
of round robin this, so you

00:30:18.595 --> 00:30:19.784
know, Joe, we'll start with you.

00:30:20.534 --> 00:30:24.615
If you were to give someone some advice
on how to get promoted within the W

00:30:24.615 --> 00:30:28.800
F M ranks, You know, in 30 seconds
or less, what would your answer be?

00:30:29.340 --> 00:30:29.580
I would

00:30:29.580 --> 00:30:32.399
Joe Prescutti: say understand the
contact center, understand the

00:30:32.399 --> 00:30:34.470
metrics, the KPIs, the people.

00:30:35.700 --> 00:30:39.570
Use, use your, your, your
coworkers to understand the tool.

00:30:39.600 --> 00:30:42.720
So if I, if I want to, if I'm a real-time
analyst and I wanna be a forecaster,

00:30:43.410 --> 00:30:48.330
I need to work with the forecasters on
my W f M team to understand what, how

00:30:48.335 --> 00:30:50.580
those things work and why it's important.

00:30:51.000 --> 00:30:53.890
So whenever I get in that position, I
know what I'm doing and I understand

00:30:54.120 --> 00:30:57.870
what the numbers mean and how they
impact the overall contact center.

00:30:58.860 --> 00:30:59.220
Right.

00:30:59.550 --> 00:31:02.190
Dave Hoekstra: And so
Kevin, same question.

00:31:03.320 --> 00:31:07.440
Kevin Wilk: I've always been fond of the
saying, don't come to me with problems.

00:31:07.445 --> 00:31:08.760
Come to me with solutions.

00:31:08.760 --> 00:31:12.720
So, find a problem within your
organization that's within your scope

00:31:12.780 --> 00:31:16.350
and that you're able to you know,
address or come up with some solution

00:31:16.355 --> 00:31:18.001
for it and throw yourself out there.

00:31:18.150 --> 00:31:21.510
You know, it may not be the
perfect solution, but you know,

00:31:21.510 --> 00:31:23.190
find a problem, try to fix it.

00:31:23.785 --> 00:31:25.975
Dave Hoekstra: Have, have that
person go, ah, this actually, this

00:31:25.975 --> 00:31:27.325
person might have something here.

00:31:27.355 --> 00:31:27.805
Okay.

00:31:27.925 --> 00:31:28.315
All right.

00:31:28.315 --> 00:31:30.175
So Florian, you got the final word here.

00:31:30.255 --> 00:31:35.065
Let's if you, if you were giving someone,
someone some advice on how to get promoted

00:31:35.065 --> 00:31:36.505
within the ranks, what would you say?

00:31:37.195 --> 00:31:40.795
Florian Garnier: If I was to go back
to my younger self wanting to become

00:31:40.795 --> 00:31:46.510
a W F M manager I would say, WFM
managers are people leader first.

00:31:46.820 --> 00:31:52.080
So work on your communication skills on
ensuring that you know what it feels like.

00:31:52.080 --> 00:31:57.320
Put yourself in the shoes of a W F M admin
or an agent when you are making decisions.

00:31:57.690 --> 00:32:02.540
But overall, be a, a coach a mentor
that has a vision for where you want

00:32:02.790 --> 00:32:06.270
to take your WFM team, how you want
to scale it, the processes you want to

00:32:06.270 --> 00:32:09.980
put in place, the technology you want
to put into your, in your WFM team.

00:32:10.440 --> 00:32:14.180
And and yeah, focus on those three
things and you'll, you'll go far.

00:32:14.720 --> 00:32:18.380
Dave Hoekstra: Wow, three, three really
great pieces of advice there from from

00:32:18.380 --> 00:32:21.570
some people who've been, been through
this and, and have really done it.

00:32:21.570 --> 00:32:25.700
So first of all, I wanna say thank
you guys so much for joining me.

00:32:25.705 --> 00:32:26.720
I appreciate it.

00:32:26.790 --> 00:32:30.560
And hopefully our listeners are
gonna get a ton of great information

00:32:30.560 --> 00:32:31.900
out of this particular piece.

00:32:32.280 --> 00:32:36.645
I always like to say thank you to
our listeners for spending some time

00:32:36.645 --> 00:32:39.825
with us, and hopefully you found this
informative and we're always looking

00:32:39.825 --> 00:32:43.995
for another great idea for what we,
what people want to hear on the podcast.

00:32:44.000 --> 00:32:46.095
So if you have an idea,
get in touch with us.

00:32:46.095 --> 00:32:48.375
Just go to collaborator.com,
literally find any email

00:32:48.375 --> 00:32:50.045
address and, and shoot it to us.

00:32:50.385 --> 00:32:52.205
It'll, it'll find its
way where it needs to go.

00:32:52.504 --> 00:32:54.044
So we really do app.

00:32:54.185 --> 00:32:55.205
Appreciate the time.

00:32:55.445 --> 00:32:57.605
Kevin, Florian, Joe,
thank you guys so much.

00:32:57.605 --> 00:33:01.365
It's a pleasure working with you guys
day in and day out and I think that

00:33:01.385 --> 00:33:04.355
our customers are really gonna benefit
quite a bit from the conversation.

00:33:04.355 --> 00:33:08.105
So appreciate you from the Collabreo team.

00:33:08.105 --> 00:33:11.524
Thank you guys so much for spending
some time with us and we will see

00:33:11.524 --> 00:33:14.975
you guys on the next episode of
working Smarter with Calabria.

00:33:15.095 --> 00:33:15.695
Thanks everybody.