AUTOMATED STAFFING PROFILE DISTRIBUTION WITH MULTI-VARIABLE OPTIMIZATION
Methods of determining optimal staffing distributions include receiving input, wherein the input includes a first workforce constraint and a second workforce constraint; identifying a plurality of values for the first workforce constraint; determining, for each identified value for the first workforce constraint, a combination of the plurality of agent groups that provide the identified value for the first workforce constraint; selecting, for each identified value for the first workforce constraint, a combination of the plurality of agent groups from the determined combinations, that provides an optimal value for the second workforce constraint; generating an optimal line; displaying the optimal line on a graphical user interface; receiving a selection of a point on the optimal line; and applying the selected point to a staffing distribution plan.
1 . A workforce management (WFM) system comprising:
a processor and a computer readable medium operably coupled thereto, the computer readable medium comprising a plurality of instructions stored in association therewith that are accessible to, and executable by, the processor, to perform operations which comprise:
receiving input, wherein the input comprises:
(a) a first workforce constraint,
(b) a second workforce constraint,
(c) a value for the first workforce constraint and the second workforce constraint for each of a plurality of agent groups, wherein each agent group has a different value for the first workforce constraint and the second workforce constraint;
(d) a total number of agents in all agent groups, and
(e) a required minimum number of agents per agent group;
identifying a plurality of values for the first workforce constraint;
determining, for each identified value for the first workforce constraint, a combination of the plurality of agent groups that provide the identified value for the first workforce constraint, in view of the total number of agents and the required minimum number of agents per agent group;
selecting, for each identified value for the first workforce constraint, a combination of the plurality of agent groups from the determined combinations, that provides an optimal value for the second workforce constraint;
generating an optimal line by plotting points that correspond to each identified value for the first workforce constraint and the optimal value for the second workforce constraint, and connecting the points;
displaying the optimal line on a graphical user interface;
receiving a selection of a point on the optimal line; and
applying the selected point to a staffing distribution plan.
2 . The WFM system of claim 1 , wherein the first workforce constraint and the second workforce constraint comprise an hourly rate, an overtime rate, a quality score, an attrition percent, a staff shrinkage, a customer satisfaction score, an employee engagement score, an error rate, a productivity percent, or a combination thereof.
3 . The WFM system of claim 1 , wherein the operations further comprise:
selecting, for each identified value for the first workforce constraint, a combination of the plurality of agent groups from the determined combinations that provides a sub-optimal value for the second workforce constraint;
plotting points that correspond to each identified value for the first workforce constraint and the sub-optimal value for the second workforce constraint; and
displaying the plotted points for the sub-optimal values next to the optimal line.
4 . The WFM system of claim 1 , wherein the optimal line comprises a median optimal point that corresponds to a median value for the first workforce constraint and a median value for the second workforce constraint.
5 . The WFM system of claim 1 , wherein the operations further comprise generating a graph illustrating a distribution of agent groups for at least one of a plurality of points on the optimal line.
6 . The WFM system of claim 5 , wherein at least one of the plurality of points on the optimal line comprises one or more of:
(a) a point on the optimal line that corresponds to a lowest value of the first workforce constraint or the second workforce constraint;
(b) a point on the optimal line that corresponds to a highest value of the first workforce constraint or the second workforce constraint;
(c) a point on the optimal line that corresponds to a median value for the first workforce constraint and a median value for the second workforce constraint; or
(d) the selected point on the optimal line.
7 . The WFM system of claim 5 , wherein the operations further comprise calculating a cost associated with the at least one of the plurality of points on the optimal line.
8 . The WFM system of claim 7 , wherein the operations further comprise displaying the cost on the graph.
9 . The WFM system of claim 5 , further comprising receiving a selection of a point on the graph, and displaying a cost associated with the selected point on the graph.
10 . A method of determining optimal staffing distributions, which comprises:
receiving input, wherein the input comprises:
(a) a first workforce constraint,
(b) a second workforce constraint,
(c) a value for the first workforce constraint and the second workforce constraint for each of a plurality of agent groups, wherein each agent group has a different value for the first workforce constraint and the second workforce constraint;
(d) a total number of agents in all agent groups, and
(e) a required minimum number of agents per agent group;
identifying a plurality of values for the first workforce constraint;
determining, for each identified value for the first workforce constraint, a combination of the plurality of agent groups that provide the identified value for the first workforce constraint, in view of the total number of agents and the required minimum number of agents per agent group;
selecting, for each identified value for the first workforce constraint, a combination of the plurality of agent groups from the determined combinations, that provides an optimal value for the second workforce constraint;
generating an optimal line by plotting points that correspond to each identified value for the first workforce constraint and the optimal value for the second workforce constraint, and connecting the points;
displaying the optimal line on a graphical user interface;
receiving a selection of a point on the optimal line; and
applying the selected point to a staffing distribution plan.
11 . The method of claim 10 , wherein the first workforce constraint and the second workforce constraint comprise an hourly rate, an overtime rate, a quality score, an attrition percent, a staff shrinkage, a customer satisfaction score, an employee engagement score, an error rate, a productivity percent, or a combination thereof.
12 . The method of claim 10 , further comprising:
selecting, for each identified value for the first workforce constraint, a combination of the plurality of agent groups from the determined combinations that provides a sub-optimal value for the second workforce constraint;
plotting points that correspond to each identified value for the first workforce constraint and the sub-optimal value for the second workforce constraint; and
displaying the plotted points for the sub-optimal values next to the optimal line.
13 . The method of claim 10 , further comprising generating a graph illustrating a distribution of agent groups for at least one of a plurality of points on the optimal line.
14 . The method of claim 13 , wherein at least one of the plurality of points on the optimal line comprises one or more of:
(a) a point on the optimal line that corresponds to a lowest value of the first workforce constraint or the second workforce constraint;
(b) a point on the optimal line that corresponds to a highest value of the first workforce constraint or the second workforce constraint;
(c) a point on the optimal line that corresponds to a median value for the first workforce constraint and a median value for the second workforce constraint; or
(d) the selected point on the optimal line.
15 . The method of claim 13 , further comprising calculating a cost associated with the at least one of the plurality of points on the optimal line, and displaying the cost on the graph.
16 . A non-transitory computer-readable medium having stored thereon computer-readable instructions executable by a processor to perform operations which comprise:
receiving input, wherein the input comprises:
(a) a first workforce constraint,
(b) a second workforce constraint,
(c) a value for the first workforce constraint and the second workforce constraint for each of a plurality of agent groups, wherein each agent group has a different value for the first workforce constraint and the second workforce constraint;
(d) a total number of agents in all agent groups, and
(e) a required minimum number of agents per agent group;
identifying a plurality of values for the first workforce constraint;
determining, for each identified value for the first workforce constraint, a combination of the plurality of agent groups that provide the identified value for the first workforce constraint, in view of the total number of agents and the required minimum number of agents per agent group;
selecting, for each identified value for the first workforce constraint, a combination of the plurality of agent groups from the determined combinations, that provides an optimal value for the second workforce constraint;
generating an optimal line by plotting points that correspond to each identified value for the first workforce constraint and the optimal value for the second workforce constraint, and connecting the points;
displaying the optimal line on a graphical user interface;
receiving a selection of a point on the optimal line; and
applying the selected point to a staffing distribution plan.
17 . The non-transitory computer-readable medium of claim 16 , wherein the operations further comprise:
selecting, for each identified value for the first workforce constraint, a combination of the plurality of agent groups from the determined combinations that provides a sub-optimal value for the second workforce constraint;
plotting points that correspond to each identified value for the first workforce constraint and the sub-optimal value for the second workforce constraint; and
displaying the plotted points for the sub-optimal values next to the optimal line.
18 . The non-transitory computer-readable medium of claim 16 , wherein the operations further comprise generating a graph illustrating a distribution of agent groups for at least one of a plurality of points on the optimal line.
19 . The non-transitory computer-readable medium of claim 18 , wherein at least one of the plurality of points on the optimal line comprises one or more of:
(a) a point on the optimal line that corresponds to a lowest value of the first workforce constraint or the second workforce constraint;
(b) a point on the optimal line that corresponds to a highest value of the first workforce constraint or the second workforce constraint;
(c) a point on the optimal line that corresponds to a median value for the first workforce constraint and a median value for the second workforce constraint; or
(d) the selected point on the optimal line.
20 . The non-transitory computer-readable medium of claim 18 , wherein the operations further comprise calculating a cost associated with the at least one of the plurality of points on the optimal line, and displaying the cost on the graph.