Bringing together a diverse set of financial services providers, the Workforce Management Roundtable focuses on strategies to maximize productivity and efficiency, including real-time management techniques, resource planning enhancements, and schedule optimization. Participating companies discuss best practices and tools to advance operations, from forecasting methodologies and analytical capabilities to technology and vendor offerings.

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Sample meeting topics include:

Forecasting

Strategies for short- and long-term forecasting including software, models and methodology, and accuracy standards

Analytics and Reporting

Developing dashboard metrics and reporting frequency, as well as respective Business Intelligence organizational structures

WFM for Non-Phone Activities

Developing WFM strategies for back-office functions, successful implementations, and potential vendor resources

Recruiting and Training

Ideal backgrounds for potential WFM associates and relevant training programs, both initial and ongoing