Cookie Preference Centre

Your Privacy
Strictly Necessary Cookies
Performance Cookies
Functional Cookies
Targeting Cookies

Your Privacy

When you visit any web site, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences, your device or used to make the site work as you expect it to. The information does not usually identify you directly, but it can give you a more personalized web experience. You can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, you should know that blocking some types of cookies may impact your experience on the site and the services we are able to offer.

Strictly Necessary Cookies

These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site may not work then.

Cookies used

Performance Cookies

These cookies allow us to count visits and traffic sources, so we can measure and improve the performance of our site. They help us know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies, we will not know when you have visited our site.

Cookies used

Google Analytics

Functional Cookies

These cookies allow the provision of enhance functionality and personalization, such as videos and live chats. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, then some or all of these functionalities may not function properly.

Cookies used




Targeting Cookies

These cookies are set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant ads on other sites. They work by uniquely identifying your browser and device. If you do not allow these cookies, you will not experience our targeted advertising across different websites.

Cookies used


This site uses cookies and other tracking technologies to assist with navigation and your ability to provide feedback, analyse your use of our products and services, assist with our promotional and marketing efforts, and provide content from third parties


Here are some suggested Connections for you! - Log in to start networking.

Article : The Power of “Policies” in Your Workforce Management Solution

#contactcenterworld, @pipkinswfm

When you are working in your workforce management tool, have you ever said to yourself:

"If only it could do (blank)" or "Why can’t it do (blank)?" or "I need it to do (blank)"?

You sit there stuck, knowing full well that there isn’t time to submit an enhancement request to your WFM vendor and for the vendor to complete that request before your analysis is due. Similarly, if you are an outsourcer, there is no time to waste. The majority of what you do is time sensitive. It needs to be done now. You can’t wait for an enhancement request. You need a solution with the flexibility to handle those unique scenarios and one-off situations that arise from time to time and do so on the fly.

If your workforce management solution has the capability to allow users to add or adjust parameters referred to by some WFM providers as "Policies", you can make a wide range of minor tweaks and major adjustments to any part of your workforce management process without the involvement of your vendor’s support team, giving you the flexible, agile toolkit you need to keep your multi-channel contact center humming along at peak efficiency. Without it, your WFM tool has you handcuffed, greatly limiting what you can do.

Sponsor message - content continues below this message

2022 '17th annual' Global Contact Center World Awards NOW OPEN

Enter your Center, Strategy, Technology Innovation, Teams and Individuals into the ONLY TRULY GLOBAL awards program - regarded by many as being like the Olympics for the Contact Center World! Join the best from over 80 nations and compete for the most prestigious awards out there!


Content continues ….

The settings within your WFM tool’s "Policies" section can allow you to add customized scripts when generating a forecast or schedule. These custom scripts help ensure that your organization’s special needs are taken into account by the WFM system. When "Policies" are combined with the forecast algorithm and schedule rules, your organization’s requirements for forecasts and scheduling are factored into your adjusted forecasts and schedules. This gives you the power to define and configure "Policies" that can be used under special circumstances when you are generating forecasts, schedules, rosters and exception requests, and do so with ease.

The added flexibility provided by adjusting the "Policies" within your workforce management software can be particularly useful for a wide range of tasks, including but not limited to the following:

  • Forecasting (long-term, short-term and intraday)

  • Enhanced scheduling when planning for holidays and special events

  • Vacation planning

  • Prioritization of exceptions

  • Generating staffing requirements

  • Preferences

  • Schedule swaps or trades

  • Short-term exception initiatives

  • Scheduling multi-skilled agents with aggregate queue sensitivity

  • Re-optimization policies for individual staff members

The key benefit of the customizations possible with "Policies" when forecasting is the ability to handle a vast array of "what if" scenarios that can crop up routinely in the day-to-day operation of any business or organization. At any time, you may need to re-evaluate variable skill combinations or re-assign one or more hybrid agents to maintain or raise client service levels in order to achieve your profit goal. If necessary, you can quickly and easily create an endless number of variations that can be accessed in a simple drop-down menu without reconfiguring the software. Plus, these drop-downs can be saved and further modified over time to improve them as you learn from repeat occurrences or experience other similar events.

The end result: you have the ability to find the solutions you need for the unique situations that come your way and do so within the time allotted. No unnecessary delays. No other workloads need to be neglected. No other users need to be inconvenienced.

Making changes on the fly is no longer a huge problem. Re-optimization on an intraday or intra-week basis can be made much simpler for the decision maker. Even complex exception prioritizations, which become prevalent during peak periods for seasonal operations, are vastly simplified. With so many options and the ability to quickly run so many scenarios, you or your analysts can more easily balance time-off planning, while still meeting client service levels, all based on priority level.

Weekly exceptions and possible conflicts can be quickly addressed based on their importance over partial or full day periods. There’s no need to clear, remove and re-run schedules. No manual manipulation of schedules is needed. All that is required is to simply select a department-organized policy that would take a non-work event, such as a vacation exception, over the planned work exception, such as an all-day training session.

In addition, "Policies" are equally valuable to WFM professionals when addressing special one-off RFP scenarios, as well as long-term staff planning where employee retention, client satisfaction ratings and profitability goals must all be achieved.

#contactcenterworld, @pipkinswfm

About Kevin Weible:
Kevin Weible is a marketing communications professional with more than 20 years’ experience in B2B and B2C marketing who joined Pipkins in 2016 to lead the firm's marketing efforts. Kevin has a B.A. in English from the University of Missouri - St. Louis, and a M.B.A. from Webster University.

About Pipkins Inc.:
Company LogoPipkins Inc., founded in 1983, is a supplier of workforce management software and services to the contact center industry. Its Vantage Point WFM solution enables managers to solve the complicated operational issues in today’s complex, omni-channel contact center environments and back office operations. The company is headquartered in St. Louis, Missouri.
Company RSS Feed   Company Facebook   Company Twitter   Company LinkedIn   Company Profile Page

Today's Tip of the Day - Build In Training Time

Read today's tip or listen to it on podcast.

Published: Friday, November 11, 2016

Printer Friendly Version Printer friendly version

2021 Buyers Guide Knowledge Management


Combines knowledge management with call support as continue improvement.

eGain Corporation

eGain Knowledge + AI
eGain's knowledge management software, powered with Case-Based Reasoning, an Artificial Intelligence technology, lets you provide intranet or extranet access to the common knowledge base, enabling contact center agents to provide distinctive, productive, and brand-aligned experiences in every interaction, across all channels and touchpoints.

eGain Corporation

eGain Knowledge + AI
eGain Knowledge+AI™, the top-rated, analyst-awarded knowledge management software, guarantees quality customer service by infusing your customer service agents with knowledge, making all agents as productive as your best ones. By providing agents and other users a range of ways to get to information from the common knowledge base, it ensures fast, consistent, and accurate answers.


FuzeDigital offers an affordable yet comprehensive knowledge base to answer your consumers' and staff questions. When assistance is needed, our email management system ensures your timely and accurate delivery of responses. Used by companies large and small that seek to deflect common questions while providing exceptional support.


Happitu is your customer support team’s personal coach. It guides your team through every interaction with custom workflows, responsive scripting, and dynamic help topics.

Documentation in Happitu is automated, detailed, and consistent. Go beyond handle times and service levels with the rich insights of Happitu – from granular interaction data to aggregate data and trends – you get the complete CX journey!

We intentionally built the Happitu Workflow Designer with your customer support team in mind. Using our intuitive tools that provide quick and safe iteration, you eliminate the need to involve IT or Development. Yes, you will no longer have to dread submitting a change request to Devin from IT!

Try it free for 45 days!


Knowmax is a knowledge management software for enterprises. Customer service of any organization can leverage this tool to create, curate & distribute the knowledge at assisted as well as digital channels promoting self service.


Knowledge Management software
livepro are experts in Customer Experience Knowledge Management and are passionate about improving customer experience. livepro is feature-rich yet easy to use, delivering answers to agents – not long complex documents to dig through. This makes customer service quicker, easier and more efficient. Staff require next to no training on complex procedures thanks to livepro’s intuitive design, which brings confidence up and training costs down.


ProcedureFlow is a step by step visual guide that supports agents as they navigate company processes. With a knowledge management solution that simplifies complex information, employees can spend less time searching and focus on what they do best. ProcedureFlow’s simple and intuitive platform enables contact centers to quickly and easily create, maintain, and update company processes in real time. With ProcedureFlow, teams can work more efficiently, better serve customers, and drive results that matter most to their business.


Knowledge is your company's most valuable asset. An intelligent Knowledge Base can harness that asset, supporting your customers and empowering your agents.

Purpose-built with your users in mind, the knowledge base stores all information your customers need and search for, from policies to product details. Integral to CX, an intelligent knowledge base allows customers the freedom to self-serve whilst delivering them great results at their convenience.

Internally, the centralised knowledge base equips your employees with all the knowledge they require to assist customers, enhancing not only the way agents work, but the impact on CSAT.

Knowledge can be seamlessly integrated with your customer service tools to ensure complete coherence of information, even when it's updated.

About us - in 60 seconds!

Submit Event

Upcoming Events

Everything You Want To Know About The Most Prestigious Awards In The Industry! Read More...

Latest Americas Newsletter
both ids empty
session userid =
session UserTempID =
session adminlevel =
session blnTempHelpChatShow =
session cookie set = True
session page-view-total =
session page-view-total =
applicaiton blnAwardsClosed =
session blnCompletedAwardInterestPopup =
session blnCheckNewsletterInterestPopup =
session blnCompletedNewsletterInterestPopup =