IP Library Granted Patent US 8,670,553
Granted Patent B1
US 8,670,553 · App. 12/125,344 · Granted Mar 11, 2014

Real-time monitoring of agent adherence

View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 8,670,553
App. No.
12/125,344
Granted
Mar 11, 2014
Kind
B1
Abstract

A method, a system, and computer readable medium comprising instructions for real-time monitoring of agent adherence. The method comprises collecting events and data for an agent from at least one phone router, collecting time keeping data from a time clock system, collecting data and events from a scheduling system, normalizing the events, data, time keeping data and generating at least one user interface comprising normalized data, presenting at least one view of the at least one user interface to at least one application, and refreshing the at least one view with updated events and data.

Claims (55)

1. A method for real-time monitoring and reporting of agent status, the method comprising:

collecting, by a web application server of a real-time monitoring system, events and data for an agent from a scheduling system;

collecting, by a server of the real-time monitoring system, events and data for the agent from at least one phone router wherein the at least one phone router comprises a phone skill name that the agent is currently taking calls for and comprises a state of the agent's phone at that time, the state of the agent's phone comprising active or inactive on the at least one phone router, the phone skill name comprising a skill name the agent is currently working;

collecting, by the web application server of the real-time monitoring system, time keeping events and data from a time keeping system, the time keeping data comprising clocked-in time, clocked-out time, lunch time and break time, the time keeping events comprising whether the agent is out on break, on lunch or sick;

normalizing the events, data, the time keeping data and generating normalized data and at least one user interface comprising the normalized data, by a server side process of the real-time monitoring system;

wherein the at least one user interface is one of a staff application user interface and a desktop application user interface;

providing the normalized data to a message broker of the real-time monitoring system;

presenting, by the message broker, at least one view of the at least one user interface to one of the staff application user interface and the desktop application user interface;

wherein the at least one view comprises: at least one level of display, wherein the at least one level of display includes a display of details across a plurality of sites, a display of details for a particular site, a display of details for a particular skill, and a display of details for a particular agent;

wherein the display of details for the particular site comprises details of at least one agent in the particular site, wherein the details comprises an adherence percentage, a reason for not being in adherence, a working skill of the at least one agent, a scheduled skill of the at least one agent, a time clock state of the at least one agent, real-time statistics for the particular site, the real-time statistics comprise a number of total agents, a number of agents scheduled, a number of agents clocked-in, a number of working agents, a number of agents who are inactive on a switch, a number of agents who are working but not scheduled, a number of agents who are working a wrong skill, a percentage of agents in adherence, and a number of agents out of adherence;

wherein the display of details for the particular skill of the at least one agent comprises details of the at least one agent for the particular skill, and wherein the details comprise an adherence state, a reason for being out of adherence, an adherence percentage, a working skill, a scheduled skill, and a clocked in state;

wherein the reason for being out of adherence comprises a number of agents inactive on the switch, working but not scheduled, working and schedule mismatch, working the wrong skill, clocked in but not working and not scheduled, on break but working, at lunch but working and clocked out but scheduled; and

refreshing the at least one view with updated events and data wherein refreshing comprises periodically fetching the events and data from the phone router, including a change to at least one of the phone skill name that the agent is currently taking calls for and a change to the phone state of the agent;

wherein refreshing the at least one view with the updated events and data further comprises: fetching the time keeping data from the time keeping system twelve times an hour; and fetching the events and data from the scheduling system and the at least one phone router four times an hour.

2. The method of claim 1 , wherein the at least one phone router comprises an agent phone state and a phone skill that the agent is currently taking calls for; wherein the agent phone state is also referred to as a working skill and wherein the phone skill that the agent is currently scheduled to take calls for is also referred to as a scheduled skill.

3. The method of claim 1 , wherein the scheduling system generates at least one schedule for the agent.

4. The method of claim 1 , wherein normalizing the events, data, the time keeping data comprises: computing the event, data, and the time keeping data in a high performance computing server.

5. The method of claim 2 , wherein the agent phone router provides a skill name that the agent is currently talking calls for and the state of the agent's phone at that time non-adherence by the agent is indicated when the working skill differs from the scheduled skill.

6. The method of claim 1 , wherein a display of details across a plurality of sites comprises details for at least one of the plurality of sites, and wherein the details comprises a number of total agents, a number of agents scheduled, a number of agents clocked in, a number of agents currently working, a number of agents inactive on the switch, a number of agents who are working but not scheduled, a number of agents who are working wrong skill, a adherence percentage, and the number of agents who are out of adherence.

7. The method of claim 6 , wherein the adherence percentage is calculated by dividing the number of agents who are in adherence over the number of total agents and multiplying the result by 100.

8. The method of claim 7 , wherein the number of agents who are in adherence is calculated by subtracting the number of agents who are out of adherence from the number of total agents.

9. The method of claim 1 , wherein the display of details for the particular agent comprises working switch skills of the particular agent, scheduled skills of the particular agent, current time clock state of the particular agent, and adherence history of the particular agent.

10. The method of claim 9 , wherein the adherence history comprises time from which tracking began, the total amount of time the particular agent is being tracked, amount of time in adherence, amount of time out of adherence, a reason for being out of adherence and a graphical display of the adherence percentage.

11. The method of claim 1 , further comprises: locating and monitoring the at least one agent.

12. The method of claim 11 , wherein locating the at least one agent comprises performing a search for the at least one agent across a plurality of sites, in a particular site, or for a particular skill.

13. The method of claim 11 , wherein monitoring the at least one agent comprises: adding the at least one agent to a watch list; selecting an agent from the at least one agent; and viewing details of the selected agent in the at least one view.

14. The method of claim 13 , wherein monitoring the at least one agent further comprises: notifying at least one user in response to the at least one agent in the watch list one of initially becoming active on the switch, initially being scheduled, and exhibiting an initial time clock state other than Logged Out.

15. A system for real-time monitoring of agent adherence comprising:

a web application server, collecting events and data for an agent from a scheduling system; the web application server, collecting time keeping events and time keeping data from a time keeping system, the time keeping data comprising clocked-in time, clocked-out time, lunch time and break time, the time keeping events comprising whether the agent is out on break, on lunch or sick;

a server, collecting events and data for the agent from at least one phone router wherein the at least one phone router comprises a phone skill name that the agent is currently taking calls for and comprises a state of the agent's phone at that time, the state of the agent's phone comprising active or inactive on the at least one phone router, the phone skill name comprising a skill name the agent is currently working;

a high performance computing system, normalizing the events, data, the time keeping data and generating normalized data and at least one user interface comprising the normalized data;

wherein the at least one user interface is one of a staff application user interface and a desktop application user interface;

providing the normalized data to a message broker;

the message broker, presenting at least one view of the at least one user interface to one of the staff application user interface and the desktop application user interface;

wherein the at least one view comprises: at least one level of display, wherein the at least one level of display includes a display of details across a plurality of sites, a display of details for a particular site, a display of details for a particular skill, and a display of details for a particular agent;

wherein the display of details for the particular site comprises details of at least one agent in the particular site, wherein the details comprises an adherence percentage, a reason for not being in adherence, a working skill of the at least one agent, a scheduled skill of the at least one agent, a time clock state of the at least one agent, real-time statistics for the particular site, the real-time statistics comprise a number of total agents, a number of agents scheduled, a number of agents clocked-in, a number of working agents, a number of agents who are inactive on a switch, a number of agents who are working but not scheduled, a number of agents who are working a wrong skill, a percentage of agents in adherence, and a number of agents out of adherence;

wherein the display of details for the particular skill of the at least one agent comprises details of the at least one agent for the particular skill, and wherein the details comprise an adherence state, a reason for being out of adherence, an adherence percentage, a working skill, a scheduled skill, and a clocked in state;

wherein the reason for being out of adherence comprises a number of agents inactive on the switch, working but not scheduled, working and schedule mismatch, working the wrong skill, clocked in but not working and not scheduled, on break but working, at lunch but working and clocked out but scheduled; and

the web application server, refreshing the at least one view with updated events and data wherein refreshing comprises periodically fetching the events and data from the phone router, including a change to at least one of the phone skill name that the agent is currently taking calls for and a change to the phone state of the agent;

wherein refreshing the at least one view with the updated events and data further comprises: fetching the time keeping data from the time keeping system twelve times an hour; and fetching the events and data from the scheduling system and the at least one phone router four times an hour.

16. The system of claim 15 , wherein the at least one phone router is one of an agent phone router.

17. A non-transitory computer readable storage medium comprising instructions that, when executed by a processor, perform:

collecting, by a web application server of a real-time monitoring system, events and data for an agent from a scheduling system;

collecting, by a server of the real-time monitoring system, events and data for the agent from at least one phone router wherein the at least one phone router comprises a phone skill name that the agent is currently taking calls for and comprises a state of the agent's phone at that time, the state of the agent's phone comprising active or inactive on the at least one phone router, the phone skill name comprising a skill name the agent is currently working;

collecting, by the web application server of the real-time monitoring system, time keeping events and data from a time keeping system, the time keeping data comprising clocked-in time, clocked-out time, lunch time and break time, the time keeping events comprising whether the agent is out on break, on lunch or sick;

normalizing the events, data, the time keeping data and generating normalized data and at least one user interface comprising the normalized data, by a server side process of the real-time monitoring system;

wherein the at least one user interface is one of a staff application user interface and a desktop application user interface;

providing the normalized data to a message broker of the real-time monitoring system;

presenting, by the message broker, at least one view of the at least one user interface to one of the staff application user interface and the desktop application user interface;

wherein the at least one view comprises: at least one level of display, wherein the at least one level of display includes a display of details across a plurality of sites, a display of details for a particular site, a display of details for a particular skill, and a display of details for a particular agent;

wherein the display of details for the particular site comprises details of at least one agent in the particular site, wherein the details comprises an adherence percentage, a reason for not being in adherence, a working skill of the at least one agent, a scheduled skill of the at least one agent, a time clock state of the at least one agent, real-time statistics for the particular site, the real-time statistics comprise a number of total agents a number of agents scheduled, a number of agents clocked-in, a number of working agents, a number of agents who are inactive on a switch, a number of agents who are working but not scheduled, a number of agents who are working a wrong skill, a percentage of agents in adherence, and a number of agents out of adherence;

wherein the display of details for the particular skill of the at least one agent comprises details of the at least one agent for the particular skill, and wherein the details comprise an adherence state, a reason for being out of adherence, an adherence percentage, a working skill, a scheduled skill, and a clocked in state;

wherein the reason for being out of adherence comprises a number of agents inactive on the switch, working but not scheduled, working and schedule mismatch, working the wrong skill, clocked in but not working and not scheduled, on break but working, at lunch but working and clocked out but scheduled; and

refreshing the at least one view with updated events and data wherein refreshing comprises periodically fetching the events and data from the phone router, including a change to at least one of the phone skill name that the agent is currently taking calls for and a change to the phone state of the agent;

wherein refreshing the at least one view with the updated events and data further comprises: fetching the time keeping data from the time keeping system twelve times an hour; and fetching the events and data from the scheduling system and the at least one phone router four times an hour.

Assignments (18)
RELEASE OF SECURITY INTEREST Recorded Dec 22, 2022
From: ALTER DOMUS (US) LLC, AS COLLATERAL AGENT
To: ALORICA INC.
Reel/Frame 062185/0057 →
SECURITY INTEREST Recorded Dec 21, 2022
From: ALORICA INC.
To: CERBERUS BUSINESS FINANCE AGENCY, LLC
Reel/Frame 062175/0162 →
RELEASE OF SECURITY INTEREST Recorded Dec 20, 2022
From: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS SUCCESSOR TO WACHOVIA BANK, NATIONAL ASSOCIATION
To: INTERCALL, INC.; INTRADO INC.; WEST CORPORATION; WEST DIRECT, LLC; WEST NOTIFICATIONS GROUP, INC.
Reel/Frame 062201/0960 →
RELEASE OF SECURITY INTEREST Recorded Dec 20, 2022
From: WELLS FARGO BANK, NATIONAL ASSOCIATION
To: WEST CORPORATION; WEST NOTIFICATIONS, INC.
Reel/Frame 062201/0987 →
SECURITY INTEREST Recorded Dec 16, 2020
From: ALORICA INC.
To: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Reel/Frame 054671/0380 →
TERMINATION AND RELEASE OF SECURITY INTEREST IN PATENTS Recorded Dec 16, 2020
From: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
To: ALORICA INC.
Reel/Frame 054773/0049 →
TERMINATION AND RELEASE OF SECURITY INTEREST IN PATENTS Recorded Dec 15, 2020
From: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
To: WEST BUSINESS SOLUTIONS, LLC
Reel/Frame 054759/0115 →
NOTICE OF GRANT OF SECURITY INTEREST (TERM LOAN FACILITY) IN INTELLECTUAL PROPERTY Recorded Dec 14, 2020
From: ALORICA, INC.
To: ALTER DOMUS (US) LLC
Reel/Frame 054717/0781 →
NOTICE OF GRANT OF SECURITY INTEREST IN PATENTS Recorded Apr 23, 2020
From: ALORICA INC.
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 052474/0328 →
MERGER Recorded Jan 30, 2020
From: ALORICA BUSINESS SOLUTIONS LLC
To: ALORICA INC
Reel/Frame 051674/0065 →
MERGER Recorded Aug 28, 2018
From: ALORICA BUSINESS SOLUTIONS, LLC
To: ALORICA INC.
Reel/Frame 046725/0235 →
CHANGE OF NAME Recorded Aug 10, 2015
From: WEST BUSINESS SOLUTIONS, LLC
To: ALORICA BUSINESS SOLUTIONS, LLC
Reel/Frame 036315/0337 →
RELEASE OF SECURITY INTEREST IN PATENTS Recorded Mar 4, 2015
From: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS SUCCESSOR IN INTEREST TO WACHOVIA BANK, NATIONAL ASSOCIATION, AS SUCCESSOR IN INTEREST TO LEHMAN COMMERCIAL PAPER INC., AS ADMINISTRATIVE AGENT
To: WEST CORPORATION; ASSET DIRECT MORTGAGE, LLC; BUYDEBTCO, LLC; COSMOSIS CORPORATION; INTERCALL TELECOM VENTURES, LLC; INTERCALL, INC.; INTRADO COMMUNICATIONS OF VIRGINIA INC.; INTRADO COMMAND SYSTEMS, INC.; INTRADO INC.; INTRADO INFORMATION SYSTEMS HOLDINGS, INC.; INTRADO INTERNATIONAL, LLC; NORTHERN CONTACT, INC.; STARGATE MANAGEMENT LLC; THE DEBT DEPOT, LLC; WEST ASSET MANAGEMENT, INC.; WEST ASSET PURCHASING, LLC; WEST AT HOME, LLC; WEST BUSINESS SOLUTIONS, LLC; WEST DIRECT, LLC; WEST DIRECT II, INC.; WEST FACILITIES, LLC; WEST INTERACTIVE CORPORATION; WEST INTERACTIVE CORPORATION II; WEST INTERNATIONAL CORPORATION; WEST NOTIFICATIONS, INC.; WEST RECEIVABLES SERVICES, INC.; WEST TELESERVICES HOLDING COMPANY; WEST DIRECT, INC.; INTRADO COMMUNICATIONS, INC.; GEO911, INC.; POSITRON PUBLIC SAFETY SYSTEMS CORP.; MASYS CORPORATION; TELEVOX SOFTWARE, INCORPORATED; WEST NOTIFICATIONS GROUP, INC.; WEST BUSINESS SERVICES, LLC; WEST CUSTOMER MANAGEMENT GROUP, LLC; TUVOX INCORPORATED; TWENTY FIRST CENTURY COMMUNICATIONS, INC.
Reel/Frame 035132/0709 →
NOTICE OF GRANT OF SECURITY INTEREST IN PATENTS Recorded Mar 4, 2015
From: WEST BUSINESS SOLUTIONS, LLC
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 035132/0677 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 3, 2015
From: WEST CORPORATION
To: WEST BUSINESS SOLUTIONS, LLC
Reel/Frame 035121/0092 →
SECURITY INTEREST Recorded Jun 20, 2014
From: WEST CORPORATION, AS GRANTOR; WEST NOTIFICATIONS, AS GRANTOR
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
Reel/Frame 033204/0215 →
SECURITY AGREEMENT Recorded Apr 16, 2010
From: INTERCALL, INC.; INTRADO, INC.; WEST CORPORATION; WEST DIRECT, LLC; WEST NOTIFICATIONS GROUP, INC.
To: WACHOVIA BANK, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
Reel/Frame 024244/0216 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 24, 2008
From: MARR, KENNETH A; COX, JOSEPH S; MAHONEY, MAUREEN A; HELM, MARK D; PARMELEY, MICHAEL JOSEPH; HANSEN, BRENT DONALD
To: WEST CORPORATION
Reel/Frame 021141/0923 →