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Call Center Planning and Design Toolkit
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Table of Contents


1. Getting Started

Introduction

Contact center model

Planning roadmap

Master planning guide

The project plan

Transition planning and change management

Best Practices: Improvement Initiatives

 

2. Business Strategy

Contact center mission statement

Your customers

The competition

Customer contact strategy

Contact center goals

Sourcing options

Multi-site strategies

Budgets

Business requirements

Best Practices: Multi-site Strategies

 

3. Processes

Contact types and volumes

Contact routing

Customer contact processes

Workforce management process

Staffing needs

Productivity and performance reports

Quality monitoring

Contact center policies

Continuous process improvement

Internal and external communications

Operations, administration and maintenance plans

Planning for the unexpected

Best Practices: Quality Monitoring

 

4. Technology

Introduction

Technology architecture planning

Voice switching infrastructure

Contact routing tools

Computer telephony integration

Interactive voice response

Computers, applications and databases

Desktop voice and data

Web self service

Email management     

Web integration

Workforce management systems

Quality monitoring and logging systems

Other management tools

CRM and data mining

Knowledge management

Remote CSR

Multi-site virtual networking

Reporting tools

RFP and vendor selection

Keys to successful implementation

 

5. Human Resources

Organizational design

Recruitment and hiring

Training

Ongoing performance management

Best Practices: Hiring Quality Agents

 

6. Facilities

Site selection

Facility design

Facilities build-out

 
 

 

 

 


 

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