Call Center Performance Visualization Dashboard

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Solution Overview

Problem

Call center agents face challenges in maintaining high motivation and performance due to a lack of community feeling, inadequate feedback, absence of mutual support and knowledge sharing, and limited transparency in career progression, with existing systems failing to provide timely and comprehensive performance metrics.

Innovation Solution

A system and method for visualizing performance metrics that includes a data acquisition component, performance metric computation, and representation generation, allowing agents to view their aggregated performance data in real-time, along with game mechanics such as challenges and virtual currency, to enhance motivation and situational awareness.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of information

If supervisors provide periodic one-to-one coaching sessions to agents, then agents receive feedback on their performance metrics, but the frequency and timeliness of feedback is limited due to supervisor time constraints

Engineering Contradiction:
Improveperformance feedbackVSAvoidsupervisor time
Core Design Contradiction:
Loss of informationVSLoss of time

Solution Approach 1:

The system enables agents to self-monitor their own performance metrics through automated dashboard displays showing real-time or near-real-time data on calls handled, average handle time, and other key performance indicators. This eliminates the need for supervisors to manually provide continuous feedback, allowing agents to independently track and improve their performance while supervisors only need to intervene when necessary.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system implements automated feedback mechanisms that continuously provide agents with performance metric data through digital dashboards. The system automatically collects performance data from call center systems, processes it, and presents it to agents in real-time or near-real-time, ensuring continuous feedback without consuming supervisor time.

Inventive Principle:
Principle #23Feedback

2Measurement precision

If agents work in individual cubicles with rigid reporting structures, then individual performance can be measured, but community feeling and mutual support are reduced

Engineering Contradiction:
Improveindividual performance measurementVSAvoidteam performance visibility
Core Design Contradiction:
Measurement precisionVSLoss of information

Solution Approach 1:

The system combines individual performance tracking with team performance visualization in a unified digital dashboard. While individual metrics are precisely measured and displayed for each agent, the system also aggregates and displays team-level performance data, allowing agents to see how their individual performance contributes to overall team goals and fostering a sense of community and shared purpose.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The system adds a new dimension of information visibility by displaying both individual and collective performance metrics simultaneously in the digital workspace. This multi-dimensional approach allows agents to maintain individual accountability while also understanding their role within the broader team context, creating a virtual sense of community despite physical separation in cubicles.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

3Loss of information

If detailed performance reports are generated manually, then comprehensive performance data can be aggregated, but the process is time-consuming and focuses on specific organizational processes rather than real-time performance

Engineering Contradiction:
Improveperformance data aggregationVSAvoidreport generation time
Core Design Contradiction:
Loss of informationVSLoss of time

Solution Approach 1:

The system replaces manual report generation with automated electronic data collection and processing. Performance metrics are automatically extracted from call center switching systems, aggregated through computer-based algorithms, and presented in digital dashboard formats. This eliminates the manual mechanical process of report compilation while providing comprehensive, real-time performance data.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The system implements continuous automated data aggregation and performance tracking rather than periodic manual reporting. Performance metrics are continuously collected, processed, and updated in real-time or near-real-time, ensuring that comprehensive performance information is always available without requiring time-consuming manual intervention at intervals.

Inventive Principle:
Principle #20Continuity of useful action

4Productivity

If activity-based compensation mechanisms reflect only individual performance, then individual motivation is addressed, but overall call center operations performance is not optimized

Engineering Contradiction:
Improveindividual agent productivityVSAvoidcollective performance information
Core Design Contradiction:
ProductivityVSLoss of information

Solution Approach 1:

The system merges individual performance tracking with collective performance measurement in a unified digital platform. While individual metrics are precisely measured for compensation purposes, the system simultaneously aggregates team and call center-level performance data, making collective achievements visible and enabling compensation structures that reward both individual and organizational success.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The system adds a collective performance dimension to the traditional individual performance measurement. By displaying and tracking both individual and aggregate performance metrics simultaneously, the system enables compensation mechanisms that consider multiple dimensions of performance, aligning individual incentives with overall call center operational goals.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

Data Source

PatentUS9208465B2System and method for enhancing call center performance
Publication Date: 2015.12.08 CONDUENT BUSINESS SERVICES LLC
  • US9208465B2 patent drawing
  • US9208465B2 patent drawing
  • US9208465B2 patent drawing

AI summary

A system and method for visualizing performance metrics are disclosed. The system includes a data acquisition component which collects information related to a set of agents operating in a work environment, a performance metric computation component which computes, for one of the agents, values for a performance metric at each of a plurality of times within a selected time period, and a representation generator which generates a representation for display to the agent, the representation providing the agent with information on the agent's current value for the performance metric. A processor implements the data acquisition component, the performance metric computation component, and the representation generator.