Distributed Resource Management System for Contact Center Workforce Scheduling

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Solution Overview

Problem

Current contact center routing systems face challenges in efficiently managing complex interactions and workforce scheduling, as existing methods are either too complex, inflexible, or lack integration with routing systems, leading to issues like call abandonment and excessive staffing costs.

Innovation Solution

A system comprising media servers, statistics servers, forecasting engines, scheduling engines, and activity managers that operate in a distributed architecture to optimize resource allocation and adapt to real-time demands, ensuring adequate staffing and resource distribution across time increments while minimizing switching costs.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If traditional queue-based routing or skills-based routing is used, then the system is simple to implement and low cost, but it cannot efficiently handle complex interactions and leads to call abandonment and excessive staffing costs

Engineering Contradiction:
Improvehandling efficiency of complex interactionsVSAvoidsystem complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system segments routing decisions into multiple hierarchical levels: initial routing based on interaction type, followed by dynamic reassignment based on real-time agent availability and skill matching. This allows complex interactions to be handled through a series of simpler, more manageable routing stages rather than requiring a single complex routing decision.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The routing system transitions from static queue-based or skills-based routing to dynamic routing that continuously adapts based on real-time conditions. The system monitors agent availability, interaction complexity, and queue lengths, and dynamically reassigns interactions between queues and agents to optimize handling efficiency while maintaining manageable system complexity through event-driven architecture.

Inventive Principle:
Principle #15Dynamics

2Productivity

If workforce scheduling systems are integrated with routing systems, then resource allocation is optimized and staffing costs are reduced, but the system becomes more complex and less flexible

Engineering Contradiction:
Improveresource allocation efficiencyVSAvoidsystem flexibility
Core Design Contradiction:
ProductivityVSAdaptability or versatility

Solution Approach 1:

The integrated system implements continuous feedback loops where routing performance data (call abandonment rates, queue lengths, agent utilization) is fed back to the workforce scheduling component. This feedback enables dynamic adjustment of scheduling parameters and resource allocation while maintaining system flexibility through configurable feedback thresholds and adjustment rules that can be modified without reconfiguring the entire system.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system employs a universal event-driven architecture that handles multiple functions through a common framework. The same event processing mechanisms that route interactions also manage workforce scheduling decisions, allowing the system to maintain flexibility while achieving optimized resource allocation through unified event handling rather than separate specialized systems.

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

3Adaptability or versatility

If frequent activity switches are made to reallocate resources in real-time, then the system adapts quickly to changing demand, but switching costs and disruptions to agents increase

Engineering Contradiction:
Improvereal-time demand adaptationVSAvoidswitching costs and agent disruption
Core Design Contradiction:
Adaptability or versatilityVSLoss of energy

Solution Approach 1:

The system implements periodic evaluation cycles for activity switching rather than continuous real-time switching. Events are accumulated and evaluated at defined intervals or threshold levels, allowing the system to adapt to changing demand in controlled bursts rather than through constant switching. This reduces agent disruption while maintaining adaptability through periodic reassessment of routing and scheduling decisions.

Inventive Principle:
Principle #19Periodic action

Solution Approach 2:

The system performs preliminary evaluation of potential activity switches before executing them. Events are queued and pre-assessed for their impact on agent workload and system performance, allowing the system to plan switching actions in advance and execute them at optimal moments. This preliminary action reduces disruptive switching by anticipating and preparing for necessary transitions before conditions deteriorate.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS8386639B1System and method for optimized and distributed resource management
Publication Date: 2013.02.26 VONAGE BUSINESS LIMITED
  • US8386639B1 patent drawing
  • US8386639B1 patent drawing
  • US8386639B1 patent drawing

AI summary

A system for optimized and distributed resource management, comprising a plurality of media servers, a statistics server, a historical statistics database, a forecasting engine, a scheduling engine, and an activity manager. The forecasting engine generates a forecast of estimated volume of imperative demand and determines a required volume of contingent demand to be handled based on managing a backlog of contingent demand. The scheduling engine generates a schedule that provides an adequate number of resources to handle the forecasted imperative demand and to handle the required volume of contingent demand over an aggregated time. The activity manager monitors statistical data, compares actual staffing and imperative demand to scheduled staffing and forecasted imperative demand, and determines activity switches needed to reallocate available resources, the activity switches only occurring switched after a configured minimum activity switching time.