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.

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