Podcast ¦ CX Passport: The one with WFM – Irina Mateeva E209

Access the full podcast series here

Key Takeaways

  1. Effective Workforce Management (WFM) is crucial for enhancing customer experience; if customers cannot access assistance, they may seek alternatives.

  2. WFM should be regarded as a strategic function rather than a mere administrative task, impacting both customer and employee satisfaction.

  3. Companies often neglect to involve WFM teams in strategic decisions, limiting their ability to optimise resources and processes.

  4. A balanced workforce schedule can prevent employee burnout and absenteeism, ultimately leading to better service for customers.

  5. Organisations must consider the personal obligations of employees when creating schedules to promote retention and job satisfaction.

  6. WFM extends beyond contact centres and is applicable in various sectors, including healthcare, potentially affecting patient experiences.

  7. AI and automation have the potential to streamline repetitive tasks in WFM, allowing employees to focus on more complex and meaningful customer interactions.

  8. Engaging customers effectively requires well-managed staffing to meet demand during peak times, thereby maximising revenue opportunities.

  9. Critical thinking about WFM can identify hidden costs and inefficiencies in staffing and scheduling decisions.

  10. Customer expectations are evolving; businesses must adapt their workforce strategies to maintain competitive advantage.

  11. Stronger connections between WFM and customer experience can lead to innovative solutions that improve both employee and customer interactions.

  12. Cultural factors may influence customer experiences; understanding local customs can enhance service delivery, particularly in diverse markets.


Key Statistics

  • None mentioned specifically in the podcast.


Key Discussion Points

  1. The correlation between WFM and customer experience, emphasising the need for availability in service roles.

  2. The common misperception of WFM as an administrative role, rather than a strategic one that should guide overall business operations.

  3. The potential consequences of inadequate staffing on customer satisfaction, such as lost sales opportunities.

  4. The significance of understanding employee needs and personal circumstances in workforce planning.

  5. The concept of life outside the workplace as a critical factor in scheduling and employee retention.

  6. The need for companies to adopt a holistic view of workforce management to improve operational efficiencies.

  7. The role of technology in enhancing WFM practices, including the use of advanced analytics and automation.

  8. The clear distinction between planning and the broader scope of workforce management.

  9. The call for involving WFM teams in the strategic decisions regarding technology and resources.

  10. The challenges of implementing efficient workforce management in various industries, including healthcare and retail.

  11. Personal anecdotes highlighting cultural differences in customer service expectations, particularly in Bulgaria.

  12. The impact of technology on reducing mundane tasks, allowing for deeper customer engagement and satisfaction.

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Podcast Description

In this episode of CX Passport, host Rick Denton engages with Irina Mateva Hollis, a workforce management expert, to explore the intricate relationship between workforce management and customer experience. Irina emphasises the strategic importance of WFM in delivering exceptional service and employee satisfaction, while discussing the cultural nuances of customer expectations in Bulgaria. The conversation also addresses how automation and AI can reshape workforce dynamics, ultimately enhancing both customer and employee experiences. Join Rick and Irina for an enlightening discussion on maximising operational efficiency through innovative workforce solutions.


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