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A help desk is an information and assistance resource that troubleshoots problems with computers and similar products. Corporations often provide help desk support to their customers via a toll-free number, website and/or e-mail. There are also in-house help desks geared toward providing the same kind of help for employees only.
In the ITIL framework, a Help Desk may be part of a larger Service Desk.
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A typical help desk has several functions. It provides the users a central point to receive help on various computer issues. The help desk typically manages its requests via help desk software such as HelpSTAR, HEAT, Sunrise, Sostenuto, Remedy, Peregrine ServiceCenter, RT, ServiceDesk Plus, Track-It! or Micro Outsource that allows them to track user requests with a unique ticket number. The help desk software can often be an extremely beneficial tool when used to find, analyze, and eliminate common problems in an organization's computing environment.
The user notifies the help desk of his or her issue, and the help desk issues a ticket that has details of the problem. If the first level is able to solve the issue, the ticket is closed and updated with documentation of the solution to allow other help desk technicians to reference. If the issue needs to be escalated, it will be dispatched to a second level.
Large help desks have different levels to handle different type of questions. The first-level help desk are prepared to answer the most commonly asked questions, such as those that perhaps belong in an FAQ. The second or higher levels handle more difficult calls.
Larger help desks have a person or team responsible for managing the tickets and are commonly called queue managers. The queue manager is responsible for the ticket queues, which can be setup in various ways depending on the help desk size or structure. Typically, larger help desks have several teams that are experienced in working on different issues. The queue manager will assign a ticket to one of the specialized teams based on the type of issue. Some help desks may have phone systems with ACD splits that ensure that calls about specific topics are put through to analysts with experience or knowledge on that topic.
Many help desks are also strictly rostered. Time is set aside for analysts to perform tasks such as following up problems, returning phone calls, and answering questions via e-mail. The roster system ensures that all analysts get time to follow up on calls, and also ensures that analysts are always available to take incoming phone calls. As the incoming phone calls are random in nature, help desk agent schedules are often maintained using an Erlang C calculation.
The deskside team is responsible for the desktops, laptops and peripherals such as PDAs. The help desk will assign the deskside team the second level deskside issues that the first level was not able to solve. They set up and configure computers for new users and are typically responsible for any physical work relating to the computers such as repairing software or hardware issues and moving workstations to another location.
The network team is responsible for the network software, hardware and infrastructure such as servers, switches, backup systems and firewalls. They are responsible for the network services such as email, file, and security. The help desk will assign the network team issues that are in their field of responsibility.
Some companies have a telecom team that is responsible for the phone infrastructure such as PBX, voicemail, VOIP, telephone sets, modems and fax machines. They are responsible for configuring and moving telephone numbers, voicemail setup and configuration and are assigned these types of issues from the help desk.
Companies with custom application software may also have an applications team, who are responsible for development of any in-house software. The Applications team may be assigned problems such as software bugs from the Help Desk. Requests for new features or capabilities to in-house software that come through the Help Desk are also assigned to Applications groups.
Not all of the help desk staff and supporting IT staff are in the same location. With remote access applications--such as Microsoft Remote Desktop, PcAnywhere, IBM Tivoli and Dameware--technicians are able to solve many help desk issues from another location or their home office. There is a need for on-site support to physically work on some help desk issues; however, help desks are able to be more flexible with their remote support.
Help desk is a broadly applied term referring to a staffed resource—often, an actual desk, or a telephone service—that can help persons answer questions or to use resources such as audio-visual or computer resources.
A call centre (Commonwealth English) or call center (American English) is a centralized office of a company that answers incoming telephone calls from customers (often for the purposes of product support), or that makes outgoing telephone calls to customers (telemarketing). Such an office may also respond to letters, faxes, e-mails and similar written correspondence. However, the term contact centre is often applied when such multiple functions are blended in one office.
Call centres are generally set up as large rooms, with work stations that include a computer, a telephone set (or headset) hooked into a large telecom switch and one or more supervisor stations. It may stand by itself or be linked with other centres. It may also be linked to a corporate computer network, including main frames, microcomputers and LANs. Increasingly, the voice and data pathways into the centre are linked through a set of new technologies called computer telephony integration (CTI).
Most major businesses use call centres to interact with their customers. Examples include utility companies, mail order catalogue firms, and customer support for computer hardware and software. Some businesses even service internal functions through call centres. Examples include help desks and sales support.
Queueing theory mathematics can be used to demonstrate that a single large call centre is more effective at answering calls than several smaller centres. The most dramatic improvements come when a large number of offices are centralised.
The mathematical problems encountered in a call centre are generally statistical in nature and revolve around the probability that an arriving call will be answered by an available and appropriately trained person. Forecasting the call arrival rates and then scheduling the number of staff required on duty at particular times of the day are challenging problems faced by most call centre managers.
The centralised approach aims to rationalise the company's operations and reduce costs, whilst producing a standard, branded, front to the world. The approach naturally lends itself to large companies with a large, distributed customer base. Owing to the size of companies and their customer bases, these offices are often very large, such as converted warehouses.
Centralised offices means that large numbers of workers can be managed and controlled by a relatively small number of managers and support staff. They are often supported by computer technology that manages, measures and monitors the performance and activities of the workers. Call centre staff are some of the most heavily monitored and tracked groups of workers in the world.
Reporting and monitoring in a call centre can be broken down into four major categories. These are real time reporting, historical reporting, quality monitoring and work force management. The types of information collected for a group of call centre agents are inclusive of: agents logged in, agents ready to take calls, agents available to take calls, agents in wrap up mode, average call duration, average call duration including wrap-up time, longest duration agent available, longest duration call in queue, number of calls in queue, number of calls offered, number of calls abandoned, average speed to answer, average speed to abandoned and service level (the percentage of calls answered in under a certain time period).
Many call centres use work force management software, which is software that uses historical information coupled with projected need to generate automated schedules that will provide the correct mixture of staff with the correct skills necessary to service customers.
Normally, personnel costs are the most significant expense of a call centre operation and even seemingly small inefficiencies can have significant cost issues. This is one of the major driving factors of outsourcing in the call centre industry.
Inadequate computer systems can mean staff take one or two seconds longer than necessary to process a transaction. This can often be quantified in staff cost terms. This is often used as a driving factor in any business case to justify a complete system upgrade or replacement. For several factors, including the efficiency of the call centre, level of computer and telecom support that may be adequate for staff in a typical branch office may prove totally inadequate in a call centre.
Call Centres use a wide variety of different technologies to allow them to manage the large volumes of work that need to be managed by the call centre. These technologies ensure that agents are kept as productive as possible, and that calls are queued and processed as quickly as possible according to the desired levels of service.
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Types of calls are often divided into outbound and inbound. Inbound calls are calls that are initiated by the customer to obtain information, report a malfunction or ask for help. This is substantially different from outbound calls where the agent initiates the call to a customer mostly with the aim to sell a product or a service to that customer.
The staff of a call centre that is focused on support of a product is often organized into a mult-tier support model, with the first tier being largely unskilled workers who are trained to resolve issues using a simple script. If the first tier is unable to resolve an issue the issue is escalated to a more highly skilled second tier. In some cases, there may be three or more tiers of support. Typically the third tier of support is the engineers or developers of the product.
Call centres have their critics as well. Some critics argue that the work atmosphere in such an environment is de-humanising. Others point to the low rates of pay and restrictive working practices of some employers. There has been much controversy over such things as restricting the amount of time that an employee can spend in the toilet. Furthermore, call centres have been the subject of complaints by callers who find the staff often do not have enough skill or authority to resolve problems.
Owing to the highly technological nature of the operations in such offices, the close monitoring of staff activities is easy and widespread. This can be argued to be beneficial, to enable the company to better plan the workload and time of its employees. Some people have argued that such close monitoring breaches human rights to privacy. Yet another argument is that close monitoring and measurement by quantitative metrics can be counterproductive in that it can lead to poor customer service and a poor image of the company.
Many call centres in the UK have been built in areas that are depressed economically. This means that the companies get cheap land and labour, and can often benefit from grants to encourage them to improve employment in a given area. There has also been a trend to move call centres to India, where there is a large pool of cheap English-speaking labour. This phenomenon has led to media reports of poor telephone connections and operators with insufficient local knowledge to do their job. But, call centres in India may be more professionally managed than their counterparts elsewhere in the world. Whereas a typical call centre employee in the developed world may be a high school drop out, the typical employee in an Indian call centre is a graduate.
Another popular call centre site is the Philippines. Owing to its abundant English speakers that are college graduates and Americanized when it comes to accent and culture. The Philippines was an American colony for almost 50 years. Filipinos are said to be the best outsourcing site outside North America since the accent is nearer to that of American Consumers.
For the Asia Pacific region, from India to Australia and New Zealand, Malaysia is emerging as one of the top locations for setting up call centres.
Canada is also a popular call centre site, with the relatively low Canadian dollar and low telecommunication rates. SITEL Corporation, which operates call centres in Ottawa and St. Catharines, Ontario is one such company. Minacs is a good example of a Canadian owned and operated call centre that exploits the Canadian U.S. dollar exchange rate to its advantage. So is also ClientLogic, operating around the world.
Around the world, there are a number of professional organisations forming to develop and promote call centre best practice management and operation, to overcome the negative aspects of a call centre.
Management of call centres involves balancing the requirements of cost effectiveness and service. Callers do not wish to wait in exorbitantly long queues until they can be helped and so management must provide sufficient staff and inbound capacity to ensure that the quality of service is maintained. However, staff costs generally form more than half the cost of running a call centre and so management must minimise the number of staff present.
To perform this balancing act, call centre managers make use of demand estimation, Telecommunication forecasting and dimensioning techniques to determine the level of staff required at any time. Managers must take into account staff tea and lunch breaks and must determine the number of agents required on duty at any one time.
Forecasting results are vital in making management decisions in call centres. Forecasting methods rely on data acquired from various sources including historical data, trend data and so on. Forecasting methods must predict the traffic intensity within the call centre in quarter hour increments and these results must be converted to staffing rosters. Special attention must be paid to the busy hour, i.e. those two half hour periods during a day when traffic intensity is at its highest. Forecasting methods can also be used to pre-empt a situation where equipment needs to be upgraded as traffic intensity has exceeded the maximum capacity of the call centre.
There are many standard traffic measurements that can be performed on a call centre to determine its performance levels. However, the most important performance measures are:
There are many refinements to the generic call centre model. Each refinement helps increase the efficiency of the call centre thereby allowing management to make better decisions involving economy and service.
The following list contains some examples of call centre refinements:
There are many other issues that have to be planned for when managing a call centre. A few of these issues are listed below:
The various components in a call centre discussed in the previous sections are the generic form of a call centre. There are many variations on the model developed above. A few of the variations are listed below:
Criticisms of call centres generally follow a number of common themes:
As detailed above, none of these are inherent in the call centre model, although many companies will experience some or all of the above while implementing a call centre approach. As the science suggests, done properly, a call centre can offer a the quickest route to resolution of customer queries, capitlising on the ready availability of highly skilled and intelligent people in some areas.
[1] Kennedy I., Call Centres, School of Electrical and Information Engineering, University of the Witwatersrand, 2003.
[2] Masi D.M.B., Fischer M.J., Harris C.M., Numerical Analysis of Routing Rules for Call Centers, Telecommunications Review, 1998.