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CX Today: 7 Best Practices for Workforce Management (WFM)

Contact Center Talk, hosted by Justin Robbins, Founder & Principal Analyst at Metric Sherpa.   In the fourth of six episodes sharing best practices around contact center fundamentals, Justin is joined by Dan Smitley, Founder of 2:Three Consulting.  Together, they discuss the following best practices for contact center workforce management (WFM).  

The ZIZO Effect: Podcast Takeover: Can Work Be Fun? with Dan Smitley

 This week, Dan Smitley takes over as host, flipping the script and putting Jimmy Chebat in the guest seat. In this takeover, Dan doesn’t hold back—he challenges Jimmy with tough questions about gamification, workforce management, and creating more engaging work environments.  

 Episode Overview: With his expertise in workforce management, contact center operations, and strategic thinking, Dan leads a conversation that pushes boundaries and explores how gamification transforms the workplace. Jimmy opens up about ZIZO’s journey—how transparency, accountability, and gamification can turn repetitive tasks into opportunities for engagement and self-accountability.

WFM Unfiltered: Agents wishes vs Customer Demand

 In this episode of WFM Unfiltered, we're diving into one of the most complex balancing acts in the world of Workforce Management: how to meet customer demand while keeping agents happy. Joining me is the one and only Dan Smitley, a WFM veteran with over 20 years of experience in contact centers, consulting, and strategy. Dan's not only an expert at the technical side of WFM, but he also brings a deep understanding of people—the heart and soul of any operation. 

Solid Rock Consulting: The RTA and Their Importance

 Hey there, WFM folks! Join us for another round of Tipsy Thursday as we dive into the world of Real-Time Adherence (RTA)! Find out why it's the backbone of modern workforce management and how it can drive your business to new heights. It's not just about keeping tabs on tasks but fostering trust and collaboration within your team! Cheers to boosting productivity and satisfaction with RTA!

The Contact Center KPI Podcast: Service Level and Occupancy

 Service level is focused on the customer experience. Occupancy is focused on the business & agency experience.  This is why they have to be measured together to get the best results! Most contact centers only measure one of the two.  Biggest piece of advice from Dan to workforce managers - slow down and listen. It's absolutely worth it. 

Next In Queue: I’m Just Gonna Say You’re a Farmer

 In the world of Customer Service and Support, many view the Workforce Management department as similarly confusing.  Like John Kelso’s job, it involves “diverse statistical information” and can be challenging to explain in layman’s terms.  But Dan Smitley joins Next in Queue to break down the role of WFM and how it supports the business, the customer, and the employees.     

WFMlabs: A Balanced Approach to WFM

 Dan addresses key issues in WFM, advocating for a shift from outdated optimization models to a more human-centric approach. He emphasizes continuous adaptation to balance employee, customer, and business needs, stressing the importance of building relationships and leveraging technology to maintain a human touch. Dan also highlights the significance of communicating WFM's value in alignment with broader organizational goals. 

CX QA Live: Engaging the People That Engage With Us

 People are at the heart of business. Always have been; always will be. However, managing your entire workforce can be daunting, and making even the smallest mistake can have drastic consequences. So what can you do to prevent that from happening? If you're Dan Smitley, you get that workforce engaged! We'll be focused on WFM strategy in today's discussion, but we'll also be breaking down Dan's session from ICMI last week, as well as going over the conference experience in general.

weWFM: Embracing Tomorrow: A Glimpse into the Industry's Evolution

 In this episode, Dan Smitley joins us to explore the dynamic shifts, emerging trends, and transformative innovations that shape various sectors that touch Workforce Management.  Join us in this engaging discussion with Dan, an expert and thought leader who provides a fresh perspective and an overview of the challenges and opportunities ahead. 

Articles

ICMI - Why Your Attendance Policy is Undermining Your Company

ICMI - Why Your Attendance Policy is Undermining Your Company

ICMI - Why Your Attendance Policy is Undermining Your Company


Most attendance policies focus on punishing absences—but what if we built systems that reward reliability instead? This article challenges the infraction-only model and explores how shifting from compliance to accountability builds trust and improves performance. 

Contact Center Pipeline - 2025 Trends in WFM

ICMI - Why Your Attendance Policy is Undermining Your Company

ICMI - Why Your Attendance Policy is Undermining Your Company

 

Tiffany LaReau pulled together some Workforce Management (WFM) trends for 2025 based upon her network. She included Dan Smitley who shared his perspective. Most of which were serious but included a few jabs/jokes about the industry.

Call Centre Helper - Quick Wins to Get the Most Out of Your WFM System

Call Centre Helper - Quick Wins to Get the Most Out of Your WFM System

Call Centre Helper - Quick Wins to Get the Most Out of Your WFM System

 

Workforce management (WFM) systems are powerful tools that save time, improve efficiency, and support your team, but they are not always fully utilized to deliver the best possible results.


To find out how you can be sure to get the most out of your WFM system, we spoke to Dan Smitley, Founder of 2:Three Consulting, for his top advice.

Contact Center Pipeline - The Keys to WFM Success

Call Centre Helper - Quick Wins to Get the Most Out of Your WFM System

Call Centre Helper - Quick Wins to Get the Most Out of Your WFM System

 

WFM aka workforce management, is often described as the art and science of finding the right amount of staff for our projected interactions. The definition has stood the test of time and continues to be a fairly accurate representation of what we do as WFM professionals.


What it doesn’t speak to, though, is the constant changing nature of our environment, like...

Contact Center Pipeline - Is There a Role for People?

Call Centre Helper - A Beginner’s Guide to Managing an Intraday Plan

Call Centre Helper - 21 Top Tips to Improve Your Agent Onboarding

 

Can we all agree at this point that waiting for the coming revolution of artificial intelligence (AI) and machine learning (ML) has been a bit exhausting?


 If it’s going to happen, can it hurry up and just be done?  

Call Centre Helper - 21 Top Tips to Improve Your Agent Onboarding

Call Centre Helper - A Beginner’s Guide to Managing an Intraday Plan

Call Centre Helper - 21 Top Tips to Improve Your Agent Onboarding


How you welcome your new recruits into your contact centre is the best opportunity you have to embed your culture and influence your staff retention rates – for better or for worse.

Call Centre Helper - A Beginner’s Guide to Managing an Intraday Plan

Call Centre Helper - A Beginner’s Guide to Managing an Intraday Plan

Call Centre Helper - A Beginner’s Guide to Managing an Intraday Plan

 

Do you know the difference between ‘intraday management’ and an ‘intraday plan’? Quite simply, ‘intraday management’ refers to the process of real-time teams reviewing call volumes and agent stats in real time – keeping a close eye on what was planned vs. what’s happening. An ‘intraday plan’ is then needed for when things go wrong, to help get your team back on track.

Call Centre Helper - Schedule or Free-Style Agent Breaks

Call Centre Helper - Schedule or Free-Style Agent Breaks

Call Centre Helper - A Beginner’s Guide to Managing an Intraday Plan

Choosing whether to rigidly schedule your agents’ breaks in advance or free-style day-by-day is a tough call to make – especially when both set-ups are proven to work well for some and not for others.

So how do you decide? We asked our panel of WFM experts for their first-hand experience of how best to manage agent breaks in the contact center. Here’s what they said…

Call Centre Helper - The Essential Guide to WFM

Call Centre Helper - Schedule or Free-Style Agent Breaks

Call Centre Helper - The Essential Guide to WFM

Workforce management (WFM) can feel like a whirlwind of constant change. From trying to keep up with HR on training, to supporting operations with retention needs, and more, there’s often little time left to talk to IT about the features you need in your next WFM platform.

…And that’s if you even know where to start!

Contact Center Pipeline: Why WFM Matters

Call Centre Helper - Schedule or Free-Style Agent Breaks

Call Centre Helper - The Essential Guide to WFM

WFM (Workforce Management) is crucial for contact centers, overseeing staffing levels through forecasting, scheduling, and real-time management. Prioritizing WFM enhances employee experience, optimizes operations, and drives customer satisfaction, empowering contact center leaders to achieve organizational success. 

Contact Center Pipeline: 12 Tips to WFH Success

CCNG: WFM - The Missing Link in Your Strategic Vision

CCNG: Embracing Humanity in the Contact Center Space

 WFH isn't suited for everyone, particularly during stressful times like the pandemic. Tips for success include building relationships intentionally, controlling your schedule, creating clear work-home boundaries, investing in your workspace, and mastering basic IT troubleshooting. These strategies can enhance your WFH experience and ensure productivity. 

CCNG: Embracing Humanity in the Contact Center Space

CCNG: WFM - The Missing Link in Your Strategic Vision

CCNG: Embracing Humanity in the Contact Center Space

 A recent virtual town hall delved into the crucial relationship between Employee Experience (EX), Customer Experience (CX), and Financial Strength in the contact center industry. Emphasizing the interconnectedness of these pillars and advocating for balanced decision-making.

CCNG: WFM - The Missing Link in Your Strategic Vision

CCNG: WFM - The Missing Link in Your Strategic Vision

CCNG: 3 Tips to Help You Jump From Manager to Director

 WFM teams bring valuable insights and boost efficiency but are often overlooked. Including them in planning leads to smarter decisions and cost savings. WFM leaders should focus on alignment and relationships to drive organizational success. 

CCNG: 3 Tips to Help You Jump From Manager to Director

CCNG: 3 Tips to Help You Jump From Manager to Director

CCNG: 3 Tips to Help You Jump From Manager to Director

 Moving from Manager to Director requires a significant mindset and skillset shift. Successful leaders prioritize serving their teams and actively listening to diverse perspectives. They also focus on broader organizational goals and cast vision for the future, navigating the transition with these principles in mind. 

CCNG: The Machines Have Taken Over, Now What?

CCNG: 3 Tips to Help You Jump From Manager to Director

CCNG: The Machines Have Taken Over, Now What?

This blog emphasizes the importance of empathy and human interaction amidst technological advancements in contact centers. He urges leaders to embrace new technologies while ensuring a balance between efficiency and human connection for a positive customer experience. 

CCNG: The Machines Have Taken Over, Now What?

CCNG: 3 Tips to Help You Jump From Manager to Director

CCNG: The Machines Have Taken Over, Now What?

 This article explores the often-overlooked impact of remote work on employees’ personal lives, homes, and families—reminding leaders that working from home isn’t just a location change, it’s a deeper shift in how work intersects with life. 

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