Workforce Optimization (WFO)

Lighter and higher-value workloads, AI-driven processes that boost operational efficiency, improved employee and customer retention rates: these and more are possible with a powerful workforce optimization software.

Full name*

Enter a valid full name

Work email*

Enter a valid email address

Business phone number*

Enter a valid phone number

Company name*

Enter a valid company name

Number of employees*

Enter a valid number of employees

*Required fields
By clicking the button above, you consent to receiving calls and emails from RingCentral. Calls may be connected using automated technology.
Thank you for your interest in RingCentral
A sales advisor will contact you within 24 hours. If you'd like to speak to someone now, please call (800) 574 5290
A supervisor guiding an agent during a call and views of the agent's rating and scorecards
A supervisor guiding an agent during a call and views of the agent's rating and scorecards
A supervisor guiding an agent during a call and views of the agent's rating and scorecards
At the core of every thriving contact center is a strong workforce. Supervisors, managers, administrators, and agents make it possible for your business to perform at the highest level. Ensure they are engaged and happy with tools for seamless onboarding, consistent evaluations, coaching, and recognition. Empower them to excel in all aspects of their work with AI-infused tools for scheduling, forecasting, real-time assisted guidance, and behavioral coaching.
With RingCentral’s next-generation workforce optimization suite, you can maximize productivity, boost service efficiency, and drive employee satisfaction with a single platform that unifies all the technological ecosystems you need.

What is workforce optimization (WFO)?

Workforce optimization (WFO) comprises tightly integrated solutions, business processes, and other contact center technologies that aim to optimize and maximize employee productivity, efficiency, and engagement.
Workforce optimization (WFO) cannot be a standalone solution. Rather, it is a unified and advanced tech ecosystem ensuring that every area of your contact center works together to achieve amazing outcomes. It includes:

What is the role of WFO in a contact center?

A comprehensive, easy-to-use WFO suite, like RingCentral WFO, is tightly unified with other contact center technologies—such as automatic call distribution (ACD), interactive voice response (IVR), artificial intelligence (AI), pre-built integrations, omnichannel, speech and text recognition, and more—to provide exceptional customer experience without needing to use multiple vendors. This integrated contact center solution provides accurate forecasting and scheduling, AI-powered agent assistance, objective evaluation and feedback, customized coaching, and performance recognition and awards to motivate and retain the workforce while ensuring peak productivity, smarter customer experiences, and reduced costs. 
Managing contact centers is tedious as you try to reduce long wait times, the number of dropped calls, counts of dissatisfied customers, and so on. It would help if you had an engaged and empowered workforce to help you accomplish your goals. With a WFO solution like RingCentral, you will have all the tools you need to ensure your agents are at their best.
What this means for your contact center is an opportunity to improve customer journeys through better agent interactions, AI-assisted workflows and processes, and more efficient transactions.

Benefits of workforce optimization software

WFO suites provide your contact center with different management tools that can help you optimize and maximize your workforce with one unified platform. Through an effective AI-based WFO software solution, your contact center can:
Reduce operational costs while improving operational efficiency
You could manage and streamline business processes across different functions through one platform for your contact center’s performance. There’s no more need to shift from one app to another.
Improve agent engagement
Get the ability to leverage analytics-based modeling to improve workforce scheduling as well as coaching and feedback procedures while continuously personalizing training and evaluation based on customer interactions—before, during, and post.
Improve customer experience
Get valuable insights from past customer conversations to find opportunities to boost employee performance and see how other aspects of your contact center, like proper employee scheduling, can increase customer satisfaction.
Focus on the contact center operations
With a single platform, managers and supervisors can focus on improving contact center operations instead of figuring out how different tools and solutions from different service providers can work together.

RingCentral’s complete WFO suite

Agent schedule viewed within the RingCentral Contact Center platform

Workforce Management (WFM)

What is workforce management?

Workforce management (WFM) consists of integral management tools that can be used to supervise in-office and remote workers. It can be utilized to build agent schedules, plan time offs, manage timelines and timesheets, and empower agents by making life easier for them while maximizing their skill sets to increase productivity.

Workforce management software features to look for:

In the past, contact center agents could be assigned to billing, customer service, directory assistance, or technical support, but only a few could handle more than one or two types of calls. This gave human resources an easier time as they just needed to consider when different types of calls come in and schedule most of their qualified agents on those shifts.
Contact centers have evolved since then. Today's agents are able to handle multiple types of issues and provide support across various digital and non-digital channels, especially with the rise of omnichannel contact centers. Fortunately, there are WFM tools that can be used to understand agent skills and customer behavior:
  1. Forecasting tools. The ability to manage your data is critical. Your WFM should include the ability to accurately forecast based on historical data.
  2. Skills-based scheduling feature. With agents having multiple skills, you must be able to assign them to a schedule that will maximize these skills while decreasing the chances that they’ll receive calls they're not equipped to handle. Having a tool that defines your agents' skills is critical to proper scheduling.
  3. Real-time adherence reports. What is the use of proper scheduling when your agents are not following it? Get a WFM solution with a robust, real-time adherence tracking feature for time and attendance to hold your agents accountable.
  4. Trading shifts feature. There will be times when your planned schedule will conflict with the plans of your agents. Give your workforce the flexibility of being able to trade shifts with people who share the same skill set.

Quality management (QM)

What is quality management (QM)?

Quality management software refers to the set of tools used in contact centers that help the quality assurance (QA) team review and monitor interactions by agents to ensure that each call is up to the standards expected from the company. This solution is essential in providing consistent-quality product and service levels in your contact centers.
Smarter Home Sales Review form viewed within the Contact Center platform

Quality management features to look for:

A good quality monitoring and management platform equips your QA team with tools to help them review the quality of actual calls and provide the proper feedback and coaching. It not only corrects agent mistakes but also dramatically improves agent performance. Some of the features that you need in a good QM platform include:
  1. Screen and call recording. By recording calls and screen activity, agent performance can be accurately reviewed. These files are also a great way for QM and QA teams to determine whether or not the right procedures are followed during interactions, such as informing customers that calls are being recorded, entering the correct information, and providing supplementary notes for other agents.
  2. Customizable review forms. Your quality assurance team uses evaluation forms to review the work of your agents. QA scorecards and other data are used to create a report that determines how well agents do during calls. You want these forms to be customizable because the way you evaluate agents will inevitably evolve as better tools and technology emerge.
  3. Easy-to-use AI-powered interface. The ideal QM platform is one that allows your team to quickly identify the agents they want to monitor or review, the inbound calls they want to listen to, and the corresponding review form that needs to be used.
Contact center data dashboard displaying what people are talking about, average call duration per category, top terms, and top negative contact issues

Interaction Analytics

What is interaction analytics?

Interaction analytics is the technology that lets you identify keywords during voice and non-voice customer interactions: SMS messaging, live chat, email, social media, and more. This also covers complaints and compliments submitted by customers.
Analyzing customer and agent interactions is helpful in discerning disposition, identifying opportunities, mitigating risk, and making better decisions based on data.

Interaction analytics features to look for:

Your interaction analytics platform should be flexible enough to keep pace with day-to-day operations growing more complex than ever. Some of the essential functions you need to future-proof your organization are:
  1. Speech analytics. It refers to the process of analyzing recorded voice calls to gather information. It works by identifying keywords derived from the voice of the customer and the agent.
  2. Text analytics. This follows the same concept as speech analytics, except this one focuses on non-voice conversations with customers through alternative channels like live chat, SMS, email, and social media.
  3. Desktop analytics. It complements both speech and text analytics. What happens is that it correlates the findings from the interactions with customers through voice and non-voice channels with the activity on the desktop or the agent interface. It allows the contact center to see if their agents' actions match what they say to customers.

Performance management dashboards

What is a performance management dashboard?

Performance management dashboards are indicator panels that communicate the organization's objectives and allow people to measure, monitor, and manage critical aspects and processes needed to achieve those goals.
Real-time and live dashboards provide a comprehensive view of operations across all channels in order to assist teams into making data-driven business decisions.
Performance dashboard displaying information about service level, call volume, and agent count and details

Performance management dashboard features to look for:

What you want in a performance management dashboard is the ability to combine call data, KPIs, and other contact statistics with other aspects of the contact center. It includes customer accounts, customer relationship management (CRM) software, or other back-end data that will give actionable insights into how your operations impact your revenue.
Some of the functionality you want includes:
  1. Automated data collection. Automation means that the latest information is always available when needed. It allows for faster, AI-generated reporting and analysis while reducing mistakes and errors commonly associated with manual data extraction.
  2. Integrations. Not only do you want your data ready and available, but you also want the ability to integrate data from different sources. That is why closed-off environments are a thing of the past; you want it easily integrated through open APIs.
  3. Enterprise-wide capability. Look at the bigger picture and opt for business intelligence and reporting solutions that extend their capabilities to other use cases within the organization, not just your call center.
Agent trophy cased viewed within the RingCentral Contact Center platform


What is gamification?

Gamification is an aspect of workforce optimization that adds gaming elements to certain aspects of the business. While organizations typically use gamification for customer engagement initiatives, it can also be used to improve employee engagement. It is a great way to create a more positive workplace culture for team members, whether they be back-office staff or front-facing employees.

Gamification features to look for:

Working in a call center is challenging. There's a lot of pressure to perform, and your interactions with customers are not always positive. Gamification aims to alleviate some of that stress by providing ways to boost morale and improve workforce engagement.
Gamification can be approached in many ways, but some of the most common in the contact center setup include:
  1. Badges and ribbons. You can create a tier of achievements where agents can earn badges by reaching each tier. These badges or ribbons are virtual representations of their accomplishments and the organization's recognition of those same accomplishments.
  2. Points and rewards. You can create a reward system where agents can earn points for specific tasks and exchange them for actual prizes.
  3. Challenges. Agents can compete for top rank on specific performance metrics like who has the best call handle time, who can get the most feedback from customer surveys, or who has the best QA metrics overall.

How is WFO deployed?

Like most call center-related technologies, on-premise setups used to be the only option for the deployment of WFO solutions. Organizations had to come up with their hardware to support the IT infrastructure hosting the service. This setup has led to some problems for businesses. For example:
  • While providers are responsible for software support, your company still needs to manage and maintain the hardware and infrastructure.
  • You'll also need separate infrastructure for each location if you have multiple contact centers.
  • The labor costs of maintaining, managing, troubleshooting, and everything else fall in your organization's bucket.
Cloud technology, however, has drastically improved how workforce optimization solutions are deployed. For instance, RingCentral deploys an all-in-one WFO suite powered by artificial intelligence within our cloud contact center solutions. This means we handle all maintenance and hardware costs (including actual infrastructure). That's on top of handling software upgrades and updates as well.
Leaving your WFO needs to a provider like RingCentral means your company can focus on using the suite instead of spending your time and money maintaining the infrastructure that supports it.

Choose the right workforce optimization software for your business

The average contact center manages about 20 different vendors for different aspects of their contact centers—from analytics, business intelligence, workforce scheduling, and the list goes on. That's a lot of vendors to monitor. The next thing you know, your contact center management's time is spent managing these vendor relationships instead of looking for opportunities to optimize your operations.
When you power your contact center with RingCentral, you'll get a full breadth of capabilities rolled into a singular platform. From telephony and call routing functions to collaboration and analytics, you can do it all. You can rest assured that you're not compromising on any capabilities for your contact center just because you're sticking to one vendor. RingCentral has market-leading and AI-enabled tools included in our workforce optimization suite combined with an omnichannel contact center solution.
Talk to our team to see how our product works or to learn more about our plans and pricing. We are excited to hear from you soon!
A female contact center agent on an ongoing customer support call
Ready to put RingCentral through its paces? Discover how an all-in-one, AI-powered contact center software can steer your business toward success while making sure your agents and customers are happy.