Patent US6044355A successfully refreshed from Google Patents.
US6044355A
Expired / Lapsed
US
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Skills-based scheduling for telephone call centers
Assignee: International Business Machines Corp
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Filing: 1997-07-09
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Granted: 2000-03-28
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Expires: 2017-07-09
Abstract
Abstract A method for scheduling personnel (e.g., agents) in a work environment based on personnel "skill" levels. The method facilitates true skills-based scheduling of agents in a telephone call center using a simulation tool to predict what fraction of scheduled agents from each "skill group" will be available to each "call type" during each time interval being scheduled. A feedback mechanism is used to adjust net staffing and skills usage data between iterations of a call handling simulation until a given schedule being tested through the simulator meets some acceptance criteria.
Inventors
- 👤 Gary B. Crockett
- 👤 Paul H. Leamon
Bibliographic Details
Application Number
—
Jurisdiction
US
Data Source
google_patents
Last Synchronized
2026-11-02 21:13
CPC Classifications
H; H04; H04M; H04M3/00; H04M3/42; H04M3/50; H04M3/51; H04M3/523; H04M3/5232; H04M3/5233; G; G06; G06Q; G06Q10/00; G06Q10/06; G06Q10/063; G06Q10/0631; G06Q10/06311; G06Q10/063112; G06Q10/063116; G06Q10/0639; G06Q10/06393; H04M2203/00; H04M2203/40; H04M2203/402; H04M3/22; H04M3/26; H04M3/28; H04M3/32; H04M3/323; H04M3/5175; H04M3/5235; H04M3/5238
Claims Analysis
Total Claims: 24
Claim 1
Independent Claim
203 words
A method, using a computer, of determining an efficient schedule for a plurality of scheduled agents in a telephone call center, each of the plurality of scheduled agents having a combination of defined skills and wherein the plurality of scheduled agents may be organized into skill groups each including all scheduled agents having a particular combination of skills, comprising the steps of: (a) generating net staffing data per call type defining, for each time interval to be scheduled, an estimate of a difference between a given staffing level and a staffing level needed to meet a current call handling requirement; (b) generating skills group availability data per call type defining, for each combination of skill group and time interval to be scheduled, an estimate of a percentage of scheduled agents from each skill group that are available to handle a call; (c) using the net staffing data and the skills group availability data to generate a schedule for each of the plurality of scheduled agents; (d) running a call handling simulation against the schedule; (e) adjusting the net staffing data and the skills availability data as a result of the call handling simulation, and (f) repeating steps (c)-(e) until an output schedule occurs.
Claim 2
Independent Claim
203 words
A method, using a computer, of determining an efficient schedule for a plurality of scheduled agents in a telephone call center, each of the plurality of scheduled agents having a combination of defined skills and wherein the plurality of scheduled agents may be organized into skill groups each including all scheduled agents having a particular combination of skills, comprising the steps of: (a) generating net staffing data per call type defining, for each time interval to be scheduled, an estimate of a difference between a given staffing level and a staffing level needed to meet a current call handling requirement; (b) generating skills group availability data per call type defining, for each combination of skill group and time interval to be scheduled, an estimate of a percentage of scheduled agents from each skill group that are available to handle a call; (c) using the net staffing data and the skills group availability data to generate a schedule for each of the plurality of scheduled agents; (d) running a call handling simulation against the schedule; (e) adjusting the net staffing data and the skills availability data as a result of the call handling simulation, and (f) repeating steps (c)-(e) until an output schedule occurs.
Claim 3
Dependent Claim
21 words
The method as described in claim 1 wherein the output schedule is generated when the schedule meets some given acceptance criteria.
Claim 4
Dependent Claim
24 words
The method as described in claim 2 wherein the given acceptance criteria include an acceptable call handling performance level and an acceptable staffing level.
Claim 5
Dependent Claim
22 words
The method as described in claim 1 wherein the output schedule is generated after a passage of a predetermined period of time.
Claim 6
Dependent Claim
22 words
The method as described in claim 1 wherein the output schedule is generated after a predetermined number of iterations of steps (c)-(e).
Claim 7
Dependent Claim
20 words
The method as described in claim 1 further including the step of: (g) adjusting the schedule to accommodate agent preferences.
Claim 8
Dependent Claim
17 words
The method as described in claim 6 wherein the adjusting step is performed within a skill group.
Claim 9
Dependent Claim
28 words
The method as described in claim 6 wherein the adjusting step is performed across skill group boundaries whenever predefined schedule quality criteria are not compromised by such adjustments.
Claim 10
Dependent Claim
45 words
The method as described in claim 1 wherein the step of adjusting the net staffing data includes generating, for each time interval, a new estimate of the difference between a given staffing level and a staffing level needed to meet a current call handling requirement.
Claim 11
Dependent Claim
50 words
The method as described in claim 1 wherein the step of adjusting the skills availability data includes generating, for each combination of skill group and time interval to be scheduled, a new estimate of a percentage of scheduled agents from each skill group that are available to handle a call.
Claim 12
Dependent Claim
30 words
The method as described in claim 1 wherein the call handling simulation in step (d) comprises a set of one or more passes through an automatic call distributor (ACD) simulator.
Claim 13
Dependent Claim
18 words
The method as described in claim 11 wherein a plurality of passes through the ACD simulator are averaged.
Claim 14
Dependent Claim
15 words
The method as described in claim 1 wherein step (c) is performed by a scheduler.
Claim 15
Independent Claim
283 words
A method, using a computer, of determining an efficient schedule for a plurality of scheduled agents in a telephone call center, each of the plurality of scheduled agents having a combination of defined skills and wherein the plurality of scheduled agents may be organized into skill groups each including all scheduled agents having a particular combination of skills, comprising the steps of: (a) generating a plurality of net staffing arrays, each net staff array associated with a given call type and defining, for each time interval to be scheduled, an estimate of a difference between a given staffing level and a staffing level needed to meet a current call handling requirement; (b) generating a plurality of skills group availability arrays, each skills group availability array associated with the given call type and defining, for each combination of skill group and time interval to be scheduled, an estimate of a percentage of scheduled agents from each skill group that are available to handle a call; (c) using the plurality of arrays generated in steps (a)-(b) to generate a schedule for each of the plurality of scheduled agents; (d) running a call handling simulation against the schedule generated in step (c) using an ACD call distribution algorithm selected from a group of ACD call distribution algorithms; (e) refining the net staffing arrays and the skills availability arrays as a result of the call handling simulation, and (f) repeating steps (c)-(e) until a given event occurs, the given event selected from the group of events consisting of a determination that the schedule meets some given acceptance criteria, a passage of a predetermined period of time, predetermined number of iterations of steps (c)-(e), and a combination thereof.
Claim 16
Independent Claim
283 words
A method, using a computer, of determining an efficient schedule for a plurality of scheduled agents in a telephone call center, each of the plurality of scheduled agents having a combination of defined skills and wherein the plurality of scheduled agents may be organized into skill groups each including all scheduled agents having a particular combination of skills, comprising the steps of: (a) generating a plurality of net staffing arrays, each net staff array associated with a given call type and defining, for each time interval to be scheduled, an estimate of a difference between a given staffing level and a staffing level needed to meet a current call handling requirement; (b) generating a plurality of skills group availability arrays, each skills group availability array associated with the given call type and defining, for each combination of skill group and time interval to be scheduled, an estimate of a percentage of scheduled agents from each skill group that are available to handle a call; (c) using the plurality of arrays generated in steps (a)-(b) to generate a schedule for each of the plurality of scheduled agents; (d) running a call handling simulation against the schedule generated in step (c) using an ACD call distribution algorithm selected from a group of ACD call distribution algorithms; (e) refining the net staffing arrays and the skills availability arrays as a result of the call handling simulation, and (f) repeating steps (c)-(e) until a given event occurs, the given event selected from the group of events consisting of a determination that the schedule meets some given acceptance criteria, a passage of a predetermined period of time, predetermined number of iterations of steps (c)-(e), and a combination thereof.
Claim 17
Dependent Claim
20 words
The method as described in claim 14 further including the step of (g) adjusting the schedule to accommodate agent preferences.
Claim 18
Dependent Claim
17 words
The method as described in claim 15 wherein the adjusting step is performed within a skill group.
Claim 19
Dependent Claim
49 words
The method as described in claim 14 wherein the step of refining the net staffing arrays includes, for each said array, generating, for each time interval, a new estimate of the difference between a given staffing level and a staffing level needed to meet a current call handling requirement.
Claim 20
Dependent Claim
54 words
The method as described in claim 14 wherein the step of refining the skills availability arrays includes, for each said array, generating, for each combination of skill group and time interval to be scheduled, a new estimate of a percentage of scheduled agents from each skill group that are available to handle a call.
Claim 21
Dependent Claim
217 words
A computer program product in a computer-readable medium for use in a computer for determining an efficient schedule for a plurality of scheduled agents in a telephone call center, each of the plurality of scheduled agents having a combination of defined skills and wherein the plurality of scheduled agents may be organized into skill groups each including all scheduled agents having a particular combination of skills, the computer program product comprising: first means for generating net staffing data per call type defining, for each time interval to be scheduled, an estimate of a difference between a given staffing level and a staffing level needed to meet a current call handling requirement; second means for generating skills group availability data per call type defining, for each combination of skill group and time interval to be scheduled, an estimate of a percentage of scheduled agents from each skill group that are available to handle a call; third means responsive to the first and second means for generating a schedule for each of the plurality of scheduled agents; fourth means for running a call handling simulation against the schedule; and fifth means responsive to the fourth means for refining the net staffing array and the skills availability data as a result of the call handling simulation for a subsequent iteration.
Claim 22
Dependent Claim
217 words
A computer program product in a computer-readable medium for use in a computer for determining an efficient schedule for a plurality of scheduled agents in a telephone call center, each of the plurality of scheduled agents having a combination of defined skills and wherein the plurality of scheduled agents may be organized into skill groups each including all scheduled agents having a particular combination of skills, the computer program product comprising: first means for generating net staffing data per call type defining, for each time interval to be scheduled, an estimate of a difference between a given staffing level and a staffing level needed to meet a current call handling requirement; second means for generating skills group availability data per call type defining, for each combination of skill group and time interval to be scheduled, an estimate of a percentage of scheduled agents from each skill group that are available to handle a call; third means responsive to the first and second means for generating a schedule for each of the plurality of scheduled agents; fourth means for running a call handling simulation against the schedule; and fifth means responsive to the fourth means for refining the net staffing array and the skills availability data as a result of the call handling simulation for a subsequent iteration.
Claim 23
Dependent Claim
226 words
A computer program product in a computer-readable medium for use in a computer for determining an efficient schedule for a plurality of scheduled agents in a telephone call center, each of the plurality of scheduled agents having a combination of defined skills and wherein the plurality of scheduled agents may be organized into skill groups each including all scheduled agents having a particular combination of skills, the computer program product comprising: means for generating a data structure comprising (a) a net staffing array per call type defining, for each time interval to be scheduled, an estimate of a difference between a given staffing level and a staffing level needed to meet a current call handling requirement, and (b) a skills group availability array per call type defining, for each combination of skill group and time interval to be scheduled, an estimate of a percentage of scheduled agents from each skill group that are available to handle a call; means responsive to the generating means for creating a schedule for each of the plurality of scheduled agents; means responsive to the schedule creating means for simulating an operation of the telephone call center using the schedule; and means responsive to the simulating means for refining each net staffing array and each skills availability array as a result of the telephone call center simulation for a subsequent iteration.
Claim 24
Dependent Claim
226 words
A computer program product in a computer-readable medium for use in a computer for determining an efficient schedule for a plurality of scheduled agents in a telephone call center, each of the plurality of scheduled agents having a combination of defined skills and wherein the plurality of scheduled agents may be organized into skill groups each including all scheduled agents having a particular combination of skills, the computer program product comprising: means for generating a data structure comprising (a) a net staffing array per call type defining, for each time interval to be scheduled, an estimate of a difference between a given staffing level and a staffing level needed to meet a current call handling requirement, and (b) a skills group availability array per call type defining, for each combination of skill group and time interval to be scheduled, an estimate of a percentage of scheduled agents from each skill group that are available to handle a call; means responsive to the generating means for creating a schedule for each of the plurality of scheduled agents; means responsive to the schedule creating means for simulating an operation of the telephone call center using the schedule; and means responsive to the simulating means for refining each net staffing array and each skills availability array as a result of the telephone call center simulation for a subsequent iteration.
References Cited (Backward Citations)
USPTO Annuity & Maintenance Windows
| Annuity Stage | Window Opens | Payment Deadline | Surcharge Period Until | Estimated Fee | Status |
|---|---|---|---|---|---|
| 3.5 Years (Year 4) | 2003-03-28 | 2003-09-27 | 2004-03-28 | $2000.00 | Window Closed / Lapsed |
| 7.5 Years (Year 8) | 2007-03-28 | 2007-09-27 | 2008-03-28 | $3760.00 | Window Closed / Lapsed |
| 11.5 Years (Year 12) | 2011-03-28 | 2011-09-27 | 2012-03-28 | $7700.00 | Window Closed / Lapsed |