IP Library Granted Patent US 7,386,467
Granted Patent B2
US 7,386,467 · App. 09/941,046 · Granted Jun 10, 2008

Apparatus and method of maintaining and improving agent performance

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Quick Facts
Patent No.
US 7,386,467
App. No.
09/941,046
Granted
Jun 10, 2008
Kind
B2
Abstract

A method and apparatus are provided for maintaining and improving a performance level of an agent performing a plurality of tasks. The method includes the steps of providing a performance threshold for each task of the plurality of tasks, measuring a performance parameter of the agent in completing each of the plurality of tasks and training the agent when the measured performance parameter of the agent in performing a task exceeds the respective performance threshold of the task for each task of the plurality of tasks.

Claims (57)

1. A method of maintaining and improving a performance level of an agent performing a plurality of tasks, such method comprising the steps of:

providing a performance threshold for each task of the plurality of tasks;

electronically monitoring at least some of the plurality of agent tasks to measure performance parameters of the agent in completing successive tasks of the plurality of tasks including the tasks of reciting information from at least some screens of a predetermined progression of screens:

automatically adjusting a respective performance threshold in response to a change in a parameter related to at least one of the successive tasks; and

generating a notification of the need for training the agent when the measured performance parameters of the agent in performing the successive tasks exceeds the respective performance thresholds of the successive tasks of the plurality of tasks.

2. The method of maintaining and improving a performance level of an agent as in claim 1 further comprising comparing the measured performance parameter of a task with the respective performance threshold of the task for each task of the plurality of tasks.

3. The method of maintaining and improving a performance level of an agent as in claim 1 wherein the plurality of tasks further comprises a single repetitive operation.

4. The method of maintaining and improving a performance level of an agent as in claim 1 wherein the plurality of tasks parameter further comprises time between screens in a predetermined progression of screens.

5. The method of maintaining and improving a performance level of an agent as in claim 1 wherein the measured parameter further comprises detected errors in the recited information of the at least some screens.

6. The method of maintaining and improving a performance level of an agent as in claim 1 wherein the measured parameter further comprises at least one of errors per unit sale, average call handling, and sales per unit time period.

7. The method of maintaining and improving a performance level of an agent as in claim 1 comprising coupling multiple performance parameters for different respective tasks and comparing the coupled multiple performance parameters to respective thresholds.

8. The method of maintaining and improving a performance level of an agent as in claim 1 wherein the step of providing a performance threshold for each task of the plurality of tasks further comprises measuring a performance parameter of an exemplary agent in completing each task of the plurality of tasks.

9. The method of maintaining and improving a performance level of an agent as in claim 1 wherein the plurality of tasks further comprises entry of bill and bill payment information from a plurality of customers into a billing computer.

10. The method of maintaining and improving a performance level of an agent as in claim 9 wherein the measured parameter further comprises time for entry of each bill.

11. The method of maintaining and improving a performance level of an agent as in claim 10 wherein the measured parameter further comprises errors per entered bill.

12. An apparatus for maintaining and improving a performance level of an agent performing a plurality of tasks, such apparatus comprising:

a performance threshold for each task of the plurality of tasks;

means for monitoring at least some of the plurality of agent tasks to measure performance parameters of the agent in completing successive tasks of the plurality of tasks including the tasks of reciting information from at least some screens of a predetermined progression of screens;

means for automatically adjusting a respective performance threshold in response to a change in a parameter related to at least one of the successive tasks; and

means for notifying a supervisor when the measured performance parameters of the agent in performing the successive tasks exceeds the respective performance thresholds of the successive tasks of the plurality of tasks.

13. The apparatus for maintaining and improving a performance level of an agent as in claim 12 further comprising means for comparing the measured performance parameter of a task with the respective performance threshold of the task for each task of the plurality of tasks.

14. The apparatus for maintaining and improving a performance level of an agent as in claim 13 wherein the plurality of tasks parameter further comprises time between screens in a predetermined progression of screens.

15. The apparatus for maintaining and improving a performance level of an agent as in claim 12 wherein the plurality of tasks further comprises a single repetitive operation.

16. The apparatus for maintaining and improving a performance level of an agent as in claim 12 wherein the means for measuring a performance parameter further comprises means for detecting errors in the recited information of the at least some screens.

17. The apparatus for maintaining and improving a performance level of an agent as in claim 12 wherein the measured performance parameter further comprises sales per unit time period.

18. The apparatus for maintaining and improving a performance level of an agent as in claim 12 wherein the measured parameter further comprises errors per unit sale.

19. The apparatus for maintaining and improving a performance level of an agent as in claim 12 wherein the means for measuring the performance parameter further comprises means for measuring an average call handling time.

20. The apparatus for maintaining and improving a performance level of an agent as in claim 12 wherein the means for providing a performance threshold for each task of the plurality of tasks further comprises means for measuring a performance parameter of an exemplary agent in completing each task of the plurality of tasks.

21. The apparatus for maintaining and improving a performance level of an agent as in claim 12 wherein the plurality of tasks further comprises entry of bill and bill payment information from a plurality of customers into a billing computer.

22. The apparatus for maintaining and improving a performance level of an agent as in claim 21 wherein the measured parameter further comprises time for entry of each bill.

23. The apparatus for maintaining and improving a performance level of an agent as in claim 22 wherein the measured parameter further comprises errors per entered bill.

24. An apparatus for maintaining and improving a performance level of a plurality of agents performing a plurality of tasks, such apparatus comprising:

a performance threshold for each task of the plurality of tasks;

means for monitoring at least some of the plurality of agent tasks to measure performance parameters of each agent of the plurality of agents in completing successive tasks of the plurality of tasks including the task of reciting information from at least some screens of a predetermined progression of screens;

means for automatically adjusting the respective performance threshold in response to a change in parameter related to at least one of the successive tasks;

means for notifying a supervisor when the measured performance parameters of any agent of the plurality of agents in performing the successive tasks exceeds the respective performance thresholds of the successive tasks of the plurality of tasks; and

means for sorting the notifications to the supervisor based upon a relative magnitude by which the measured performance parameters exceeded the performance thresholds.

25. An apparatus for maintaining and improving a performance level of an agent performing a plurality of tasks, such apparatus comprising:

a performance threshold for each task of the plurality of tasks;

a performance processor adapted to monitor at least some of the plurality of agent tasks to measure a performance parameters of the agent in completing successive tasks of the plurality of tasks including the tasks of reciting information from at least some screens of a predetermined progression of screens and adapted to automatically adjust a respective performance threshold in response to a change in a parameter related to at least one task; and

a display adapted to notify a supervisor when the measured performance parameters of the agent in performing the successive tasks exceeds the respective performance thresholds of the successive tasks of the plurality of tasks.

26. The apparatus for maintaining and improving a performance level of an agent as in claim 25 further comprising a comparator adapted to compare the measured performance parameter of a task with the respective performance threshold of the task for each task of the plurality of tasks.

27. The apparatus for maintaining and improving a performance level of an agent as in claim 26 wherein the plurality of tasks parameter further comprises time between screens in a predetermined progression of screens.

28. The apparatus for maintaining and improving a performance level of an agent as in claim 25 wherein the plurality of tasks further comprises a single repetitive operation.

29. The apparatus for maintaining and improving a performance level of an agent as in claim 25 wherein the performance processor for measuring a performance parameter further comprises word recognition software adapted to detect errors in the recited information of the at least some screens.

30. The apparatus for maintaining and improving a performance level of agent as in claim 25 wherein the measured performance parameter further comprises sales per unit time period.

31. The apparatus for maintaining and improving a performance level of an agent as in claim 25 wherein the measured parameter further comprises errors per unit sale.

32. The apparatus for maintaining and improving a performance level of an agent as in claim 25 wherein the means for measuring the performance parameter further comprises a timer adapted to measure an average call handling time.

33. The apparatus for maintaining and improving a performance level of an agent as in claim 25 wherein the performance threshold for each task of the plurality of tasks further comprises a measured performance parameter of an exemplary agent in completing each task of the plurality of tasks.

34. The apparatus for maintaining and improving a performance level of an agent as in claim 25 wherein the plurality of tasks further comprises entry of bill and bill payment information from a plurality of customers into a billing computer.

35. The apparatus for maintaining and improving a performance level of an agent as in claim 34 wherein the measured parameter further comprises time for entry of each bill.

36. The apparatus for maintaining and improving a performance level of an agent as in claim 35 wherein the measured parameter further comprises errors per entered bill.

37. An apparatus for maintaining and improving a performance level of a plurality of agents performing a plurality of tasks, such apparatus comprising:

a performance threshold for each task of the plurality of tasks;

a performance processor adapted to monitor at least some of the plurality of agent tasks to measure performance parameters of each agent of the plurality of agents in completing successive tasks of the plurality of tasks including the tasks of reciting information from at least some screens of a predetermined progression of screens and adapted to automatically adjust the respective performance threshold in response to a change in parameter related to at least one task;

a display adapted to notify a supervisor when the measured performance parameters of any agent of the plurality of agents in performing the successive tasks exceeds the respective performance thresholds of the successive tasks of the plurality of tasks; and

a sorting processor adapted to sort the notifications to the supervisor based upon a relative magnitude by which the measured performance parameters exceeded the performance thresholds.

Assignments (25)
RELEASE OF SECURITY INTEREST Recorded Oct 27, 2025
From: JEFFERIES FINANCE LLC, AS COLLATERAL AGENT
To: ALVARIA CAYMAN (WEM); ALVARIA CAYMAN (CXIP)
Reel/Frame 073360/0209 →
RELEASE OF SECURITY INTEREST Recorded Mar 20, 2024
From: JEFFRIES FINANCE LLC
To: ALVARIA, INC.; NOBLE SYSTEMS, LLC
Reel/Frame 066850/0384 →
PATENT SECURITY AGREEMENT Recorded Mar 20, 2024
From: ALVARIA CAYMAN (WEM); ALVARIA CAYMAN (CXIP)
To: JEFFERIES FINANCE LLC
Reel/Frame 066850/0334 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 20, 2024
From: ALVARIA INC.
To: ALVARIA CAYMAN (CX)
Reel/Frame 066850/0285 →
RELEASE OF SECURITY INTEREST Recorded Mar 20, 2024
From: JEFFRIES FINANCE LLC
To: ALVARIA, INC.; NOBLE SYSTEMS, LLC
Reel/Frame 066850/0428 →
MERGER AND CHANGE OF NAME Recorded Mar 12, 2024
From: FIRSTPOINT CONTACT TECHNOLOGIES, LLC; ASPECT SOFTWARE, INC.
To: ASPECT SOFTWARE, INC.
Reel/Frame 066738/0271 →
CHANGE OF NAME Recorded Mar 12, 2024
From: ASPECT SOFTWARE, INC.
To: ALVARIA, INC.
Reel/Frame 066801/0732 →
RELEASE OF SECURITY INTEREST Recorded Jun 4, 2021
From: WILMINGTON TRUST, NATIONAL ASSOCIATION
To: ASPECT SOFTWARE PARENT, INC.; ASPECT SOFTWARE, INC.; DAVOX INTERNATIONAL HOLDINGS LLC; VOICEOBJECTS HOLDINGS INC.; VOXEO PLAZA TEN, LLC
Reel/Frame 057254/0363 →
FIRST LIEN PATENT SECURITY AGREEMENT Recorded May 6, 2021
From: NOBLE SYSTEMS CORPORATION; ASPECT SOFTWARE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 057261/0093 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded May 6, 2021
From: NOBLE SYSTEMS CORPORATION; ASPECT SOFTWARE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 057674/0664 →
SECURITY INTEREST Recorded Jun 16, 2016
From: ASPECT SOFTWARE PARENT, INC.; ASPECT SOFTWARE, INC.; DAVOX INTERNATIONAL HOLDINGS LLC; VOICEOBJECTS HOLDINGS INC.; VOXEO PLAZA TEN, LLC
To: WILMINGTON TRUST, NATIONAL ASSOCIATION
Reel/Frame 039052/0356 →
RELEASE OF SECURITY INTEREST Recorded Jun 14, 2016
From: U.S. BANK NATIONAL ASSOCIATION
To: ASPECT SOFTWARE, INC.
Reel/Frame 039012/0311 →
RELEASE OF SECURITY INTEREST Recorded Jun 14, 2016
From: WILMINGTON TRUST, NATIONAL ASSOCIATION
To: ASPECT SOFTWARE, INC.
Reel/Frame 039013/0015 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 20, 2014
From: JPMORGAN CHASE BANK, N.A.
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
Reel/Frame 034281/0548 →
SECURITY INTEREST Recorded Jun 29, 2010
From: ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC
To: U.S. BANK NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 024651/0637 →
SECURITY AGREEMENT Recorded Jun 9, 2010
From: ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC (F/K/A ROCKWELL ELECTRONIC COMMERCE TECHNOLOGIES, LLC); ASPECT SOFTWARE, INC. (AS SUCCESSOR TO ASPECT COMMUNICATIONS CORPORATION)
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 024505/0225 →
RELEASE OF SECURITY INTEREST Recorded Jun 8, 2010
From: DEUTSCHE BANK TRUST COMPANY AMERICAS, AS SECOND LIEN ADMINSTRATIVE AGENT
To: ASPECT COMMUNICATIONS CORPORATION; ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC; ASPECT SOFTWARE INTERMEDIATE HOLDINGS, INC.
Reel/Frame 024492/0496 →
RELEASE OF SECURITY INTEREST Recorded Jun 7, 2010
From: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
To: ASPECT COMMUNICATIONS CORPORATION; ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC; ASPECT SOFTWARE INTERMEDIATE HOLDINGS, INC.
Reel/Frame 024515/0765 →
SECURITY AGREEMENT Recorded Aug 11, 2006
From: ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC; ASPECT COMMUNICATIONS CORPORATION
To: DEUTSCHE BANK TRUST COMPANY AMERICAS, AS SECOND LIEN ADMINISTRATIVE AGENT
Reel/Frame 018087/0313 →
RELEASE OF SECURITY INTEREST Recorded Jul 27, 2006
From: D.B. ZWIRN FINANCE, LLC
To: CONCERTO SOFTWARE INTERMEDIATE HOLDINGS, INC., ASPECT SOFTWARE, INC., ASPECT COMMUNICATIONS CORPORATION, FIRSTPOINT CONTACT CORPORATION, FIRSTPOINT CONTACT TECHNOLOGIES, INC.
Reel/Frame 017996/0895 →
CHANGE OF NAME Recorded Jun 22, 2006
From: ROCKWELL ELECTRONIC COMMERCE TECHNOLOGIES, LLC
To: FIRSTPOINT CONTACT TECHNOLOGIES, LLC
Reel/Frame 017823/0539 →
SECURITY AGREEMENT Recorded Nov 15, 2005
From: FIRSTPOINT CONTACT TECHNOLOGIES, LLC
To: D.B. ZWIRN FINANCE, LLC, AS ADMINISTRATIVE AGENT
Reel/Frame 016784/0838 →
SECURITY INTEREST Recorded Nov 2, 2005
From: FIRSTPOINT CONTACT TECHNOLOGIES, LLC
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 016769/0605 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 1, 2004
From: ROCKWELL INTERNATIONAL CORPORATION
To: ROCKWELL ELECTRONIC COMMERCE TECHNOLOGIES, LLC
Reel/Frame 015063/0064 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 28, 2001
From: EITEL, ROBERT T.; DEZONNO, ANTHONY; HOLLATZ, MICHAEL C.
To: ROCKWELL ELECTRONIC COMMERCE CORP.
Reel/Frame 012130/0973 →