Call Center Routing Optimization with Dynamic Load Balancing

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Solution Overview

Problem

Existing call center routing methods face inefficiencies due to competing parameters, leading to underutilization or overutilization of resources, which affects response times and customer satisfaction.

Innovation Solution

A method and system that utilize load balancing and routing algorithms based on call center network architecture, incorporating a penalty function to optimize resource allocation and routing decisions, leveraging machine learning to solve for maximum or minimum values of key parameters and dynamically adjust to changing conditions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If traditional queueing methods are used in call centers, then resource utilization can be improved, but response time and performance deteriorate

Engineering Contradiction:
Improveresource utilizationVSAvoidresponse time
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The patent implements dynamic routing that continuously adapts to changing call center conditions by solving optimization functions in real-time. The system dynamically adjusts routing decisions based on current state parameters such as agent availability, call type, and service level agreements, rather than using static queueing rules. This allows the system to optimize both resource utilization and response time according to real-time conditions.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system changes routing parameters dynamically by solving optimization functions that take into account multiple competing parameters simultaneously. By adjusting these parameters based on real-time data and solving the optimization function, the system can shift between different routing strategies to balance resource utilization and response time requirements.

Inventive Principle:
Principle #35Parameter changes

2Productivity

If call centers are over-utilized to improve productivity, then resource efficiency improves, but performance and customer satisfaction worsen

Engineering Contradiction:
Improveresource efficiencyVSAvoidcustomer satisfaction
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The optimization function incorporates multiple parameters including service level agreements and performance metrics. By dynamically adjusting these parameters based on real-time conditions, the system can prevent over-utilization while maintaining high resource efficiency. The system solves the optimization function to find the optimal balance point that satisfies both productivity and reliability requirements.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The system uses feedback from performance monitoring to continuously adjust routing decisions. By monitoring customer satisfaction metrics and performance indicators, the system can adjust its routing strategy to maintain reliability while preserving resource efficiency. The feedback loop allows the system to learn from past performance and optimize future routing decisions.

Inventive Principle:
Principle #23Feedback

3Measurement precision

If multiple competing parameters are considered in routing decisions, then routing accuracy improves, but system complexity increases

Engineering Contradiction:
Improverouting accuracyVSAvoidsystem complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent implements a universal optimization function that can handle multiple competing parameters simultaneously through a single unified mathematical framework. This optimization function serves multiple purposes: it routes calls, balances load, maintains service levels, and optimizes resource utilization all at once. By using this multi-functional approach, the system achieves high routing accuracy without proportionally increasing complexity.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system replaces complex mechanical routing logic with mathematical optimization. Instead of using multiple separate routing rules and decision trees that would increase complexity, the system uses a unified optimization function that mathematically balances all competing parameters. This substitution of mathematical optimization for mechanical routing logic achieves high accuracy while managing system complexity.

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

Data Source

PatentUS10637990B1Call center load balancing and routing management
Publication Date: 2020.04.28 UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)
  • US10637990B1 patent drawing
  • US10637990B1 patent drawing
  • US10637990B1 patent drawing

AI summary

Systems and methods solve functions relating to load balancing, call routing, and costs in call center networks for specific parameters. Systems and methods can also utilize machine learning to provide specific parameters relating to load balancing, call routing, and costs in call center networks.