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HiPath ProCenter Agile
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HiPath ProCenter Agile
A Presence-Enhanced Contact Center Solution Optimized for the Small and Medium Size Enterprise Increase User Productivity with Powerful yet Simplified Agent & Manager Desktops Improve Customer Satisfaction with a Presence-enhanced Contact Center Optimize Capital Investment with a Contact Center Solution that is Simple to Implement and Maintain, yet Designed for Growth and Evolution HiPath ProCenter Agile will: Increase User Productivity with Powerful yet Simplified Agent & Manager Desktops Improve Customer Satisfaction with a Presence-enriched Contact Center Optimize Capital Investment with a Contact Center Solution that is Simple to Implement and Maintain, yet Designed for Growth and Evolution Let us show you how…….. 7/21/ page 2
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HiPath ProCenter Agile
Intelligent call routing and queuing Call handling productivity tools Presence and collaboration tools Simplified administration tools Caller menu prompts and navigation Flexible, visual monitoring and reporting HiPath ProCenter Agile is A Presence-Enhanced Contact Center Solution that is Optimized for the Small and Medium SizeEnterprise As you have seen, ProCenter Agile has - Intelligent call routing and queuing Call handling productivity tools Simplified administration tools Caller menu prompts and navigation Flexible, visual real-time monitoring Easy to customize historical reporting 7/21/ page 3
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HiPath ProCenter Agile – Focused on Users, Productivity & Flexibility
Complete, ready-to-run solution Innovative, highly usable client desktops Simplified functionality for “informal” call centers Extend call center tools and functionality into the enterprise with targeted functionality and presence management Reduced management complexity - simple to configure and maintain IP-capable for remote users, branch locations or the entire call center One day install without requiring professional services 7/21/ page 4
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HiPath ProCenter Agile Agent Desktops
Now lets begin by looking at the HiPath ProCenter Agile Desktops and its Call Handling capabilities.
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Agent Desktop Call Handling and Contact Information Login and Agent States Softphone / Phone Controls Contact Details Screen Pop Screen-pop API for 3rd Party CRM Contact Log Presence and Collaboration Tools Team List and Team Bar Speed Dial List and Speed Dial Bar LDAP Directory Integration Performance Feedback and Productivity Tools Personal Performance Statistics Broadcaster Contacts Waiting Indicator 7/21/ page 6
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Agent Desktop One-click access to all important features
Speed Dial Bar Team Bar Feature Controls and Indicators Agent State Controls Telephony Controls Personal Performance Bar Broadcaster Status Bar The Agent Desktop for HiPath ProCenter Agile provides one-click access to all important features It has an innovative GUI design, based on familiar Microsoft conventions making it easy to learn and use The desktop can be fully compressed to ‘Icon mode’ allowing access to all features through the Windows system tray One-click access to all important features Innovative GUI design, featuring familiar Microsoft conventions Desktop can be fully compressed to ‘Icon mode’ allowing access to all features through the Windows system tray 7/21/ page 7
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Agent Desktop - “Tear-off and Park” toolbars
GUI can be adjusted to user’s preference for displaying toolbar information Dock and undock toolbars simply by dragging or double-clicking Place or move toolbars as required by e.g. other applications that may need to be accessed Reformat and resize undocked toolbars as required The Agent desktop GUI can be adjusted to user’s preference for displaying toolbar information The user can Dock and undock toolbars simply by dragging them or double-clicking on them Users can place or move toolbars as required by e.g. other applications that may need to be accessed The toolbars can be reformatted and resized as required 7/21/ page 8
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Agent Desktop – Multi-language Support
Multi-language support for: German, English, Spanish, French, Italian and Portuguese Simply change the language in the client application “on-the-fly” ProCenter Agile provides Multi-language support for German, English, Spanish, French, Italian and Portuguese One click changes the language in the client application “on-the-fly 7/21/ page 9
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Agent Desktop- Personal Performance Statistics
Statistics displayed either as part of the Agent desktop or as a “Tear-off-and-Park” window Personal Performance toolbar visually informs users of their adherence to defined thresholds Cumulative information since “start of shift” updated in real-time HiPath ProCenter Agile provides personal performance Statistics which are displayed either as part of the Agent desktop or asa “Tear-off-and-Park” window The Personal Performance toolbar visually informs users of their adherence to defined thresholds It also gives Cumulative information since “start of shift” updated in real-time 7/21/ page 10
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Agent Desktop- Broadcaster
Integrated ‘ticker tape’ display of real-time contact center operational statistics and supervisor messages Tear-off banner or dockable within the desktop User can control motion, size, as well as speed and direction of the display Like a “personal wallboard”, streamlining user productivity The Broadcaster is an Integrated ‘ticker tape’ display of real-time contact center operational statistics and supervisor messages The user or agent can Tear-off the broadcast banner or docking within the desktop The User can control motion, size, as well as speed and direction of the display Like a “personal wallboard”, this feature streamlines user productivity 7/21/ page 11
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Agent Desktop – Contacts Waiting Indicator
: Queue service levels are within target : Queue service levels approaching threshold : Queue service levels exceeding threshold Steady Green Blinking Yellow Flashing Red Visual indicator of contacts waiting for the group the user belongs to Users receive real-time status of Contacts Waiting for their group Customizable thresholds reflect urgency/service level targets Displayable in the desktop and/or System Tray The ProCenter Agile Agent desktop has a Visual indicator of contacts waiting for the group the user belongs to Users receive real-time status of Contacts Waiting for their group Customizable thresholds (set by the manager)reflect urgency/service level targets The Contact Waiting indicator is displayable in the desktop and/or System Tray 7/21/ page 12
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Agent Desktop - Team List and Team Bar
Display real-time presence and availability information of users in the Contact Center, or in other areas of the enterprise One click to collaborate: call, transfer to, conference in, consult with any user in the Team List or Team Bar User can choose which members are displayed in the Team Bar Team Bar HiPath ProCenter Agile has unprecedented Presence and Availability tools including a Team List and a Team Bar. The Team list and Team Bar Display real-time presence and availability information of users in the Contact Center, or in other areas of the enterprise These tools offer One click to collaborate: call, transfer to, conference in, consult with any user in the Team List or Team Bar The User can choose which members are displayed in the Team Bar 7/21/ page 13
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Convenient single-click to communicate (transfer, consult, conference)
Team List and Team Bar Identify real-time presence and availability of peers, supervisors, ‘extended’ call center agents or other business users Convenient single-click to communicate (transfer, consult, conference) Available Talking Work Unavailable Logged Off 7/21/ page 14
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Agent Desktop – Speed Dial and LDAP Directory
Speed Dial List Fast and easy retrieval of internal and external contact information One click to call Choose from multiple telephone numbers- i.e.Office, Mobile, Home Connectivity to an existing directory Directory entries may be added to Speed Dial List Speed Dial Bar HiPath ProCenter Agile has integrated Speed Dial features built into the Agent Desktop . These offer fast and easy retrieval of internal and external contact information They provide One click to calling capabilities The user can choose from multiple telephone numbers- i.e.Office, Mobile, Home HiPath ProCenter Agile can also be Connected to an existing corporate directory The Directory entries may be added to Speed Dial List 7/21/ page 15 LDAP Directory Integration
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Presence and Collaboration Tools – Features and Benefits
Innovative GUI design, utilizing familiar Microsoft conventions “Tear-off and Park” toolbars Team List and Team Bar – real-time visual indicators of team member availability Personal Performance Statistics – Real-time performance statistics right on the user’s desktop Benefits Minimize need for user training Enhances user productivity and satisfaction Eliminate blind transfers, facilitate first contact resolution HiPath ProCenter Agile Presence and Availability Features include - Team List and Team Bar – real-time visual indicators of team member availability Speed Dial List and Speed Dial Bar – one-click to communicate, within the Contact Center or beyond Connect to existing Directories – facilitate communication beyond the boundaries of the Contact Center The Benefits of these features is Elimination of unsuccessful, unproductive transfer / consult / conference attempts Increased first contact resolution, enhancing customer and agent satisfaction 7/21/ page 16
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Associate Desktop Associate desktop
For part-time or informal agent, knowledge workers and other ‘extended’ contact center users Streamlined agent feature set with smaller footprint Provides communication and telephony productivity tools Extend call center to the enterprise for 1st contact resolution (in conjunction with Team List/Team Bar) 7/21/ page 17
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Using the softphone or telephone controls, the call is accepted.
Scenario – Handling Incoming Calls Using Presence and Collaboration 2) Agent is logged on and available. Screen-pop is received with all relevant customer information. Using the softphone or telephone controls, the call is accepted. 4) When the customer issue is resolved, the agent enters wrap-up reason(s) and disconnects. They can then - become available - go into Work mode or Unavailable state. 1) Customer places call; the call is enqueued for the appropriate group of agents. 3) If required, the agent can conference or consult with other team members on the basis of real-time presence and availability information in the Team Bar. 7/21/ page 18
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Agent Requires Special Authorization
Scenario – Agent Requires Special Authorization 2) The agent requires immediate authorization from a senior billing agent to allow removal of service charge – there are four senior billing agents on duty, of which only one is currently available for consultation 3) The senior billing agent, using the Associate desktop, is engaged in real-time consultation with the agent, and provides the approval required to resolve the customer’s issue on first contact 1) An agent in the “Billing” group receives a call from an upset customer, requiring special authorization to remove a questionable service charge on their bill Agent is in work state Constant overview over her own statistics and adherence to thresholds CC experiences sudden surge in incoming calls Agent is notified of this by: - Calls Waiting Indicator Broadcaster Ticker Tape: shows high number of calls waiting for group, display changes from normal (green) to red and blinks In addition: Manual Intervention by Supervisor: - broadcasts a special message to the agents in this group to go Available ASAP 7/21/ page 19
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conferences in a technical expert.
Scenario – Agent Requires Expert Assistance 2) The agent identifies the question as highly technical, and not being able to resolve the customer issue on her own, conferences in a technical expert. 4) The expert leaves the call when the technical issue is resolved, leaving it up to the helpdesk agent to wrap-up the call with the customer. 3) The available expert, one of the company’s server specialists, is conferenced in via Agile’s Associate Desktop. He is able to resolve the customer’s problem right away. 1) A customer calls the ABC Server Company’s helpdesk with a support question on a server he had recently bought . Agent is in work state Constant overview over her own statistics and adherence to thresholds CC experiences sudden surge in incoming calls Agent is notified of this by: - Calls Waiting Indicator Broadcaster Ticker Tape: shows high number of calls waiting for group, display changes from normal (green) to red and blinks In addition: Manual Intervention by Supervisor: - broadcasts a special message to the agents in this group to go Available ASAP 7/21/ page 20
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Executive Perspective Using Associate desktop
Scenario – Executive Perspective Using Associate desktop 2) The VP confirms Tom Cullen, one of the supervisors on duty, is available and initiates contact via the Team Bar 3) Tom is advised of situation in real-time, and notifies overflow agents to log on as ‘Available’ immediately via instant Broadcaster message to targeted users 4) The overflow agents handle the increased call volumes, returning the call center to target service levels and avoiding abandoned calls 1) VP Customer Service notices on a serious increase in customer wait times and calls in queue, and sees very few agents currently available Agent is in work state Constant overview over her own statistics and adherence to thresholds CC experiences sudden surge in incoming calls Agent is notified of this by: - Calls Waiting Indicator Broadcaster Ticker Tape: shows high number of calls waiting for group, display changes from normal (green) to red and blinks In addition: Manual Intervention by Supervisor: - broadcasts a special message to the agents in this group to go Available ASAP 7/21/ page 21
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HiPath ProCenter Agile – Manager Desktop
Now we are going to go into the management capabilities of HiPath ProCenter Agile.
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Manager Desktop Consolidated Manager’s desktop - System Configuration
User Administration Routing Strategies Call Processing Flows Real-Time, Cumulative and Historical Reports Common integrated tools Highly flexible and visual The Manager Desktop of HiPath ProCenter Agile Consolidates a number of tools - System Configuration User Administration Routing Strategies Call Processing Flows Real-Time, Cumulative and Historical Reports The ProCenter Agile offers a Highly flexible and visual Manager Desktop 7/21/ page 23
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Manager Desktop Administration Center – Define and administer Users, Groups, Queues and Devices Broadcast Center – Define and administer Wallboard and Broadcaster views Report Center – Create and view Real-Time, Cumulative and Historical Reports Design Center – Create Routing Strategies, Call Director IVR and Queue Processing Flows 7/21/ page 24 Telephony Center – Synchronize with Telephony Platform and Device Resources
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Manager Desktop – Administration Center
Define and administer: Users Profiles Groups Queues Departments Work Reasons Unavailable Reasons Wrap-up Reasons Servers Notifications Audio Files Wallboards The Administration Center in the ProCenter Manager Desktop is used to Define and administer such things as Users Profiles Groups Queues Departments Work Reasons Unavailable Reasons Wrap-up Reasons Servers Notifications Audio Files Wallboards 7/21/ page 25
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Manager Desktop – Broadcast Center
Define and Administer Wallboards and Broadcaster Views Keep contact center personnel informed with customizable messages and valuable real-time statistical data Information delivered to Wallboards or directly to the agent’s desktop via Broadcaster ‘ticker tape’ Configurable alarms alert agents that an important operating threshold has been breached. Alert users by changing text color, font, bolding, italic, underline, and flashing Easy point-and-click setup for rules-based Wallboard and Broadcaster ‘ticker tape’ output The Broadcast Center which is part of the Manager Desktop is used to Define and Administer Wallboards and Broadcaster Views The Broadcaster feature Keeps contact center personnel informed with customizable messages and valuable real-time statistical data The Information can be delivered to Wallboards or directly to the agent’s desktop via Broadcaster ‘ticker tape’ It provides Configurable alarms that alert agents that an important operating threshold has been breached. The Broadcaster Alerts users by changing text color, font, bolding, italic, underline, and flashing Managers can use the Easy point-and-click setup for rules-based Wallboard and Broadcaster ‘ticker tape’ output 7/21/ page 26
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Manager Desktop – Design Center
Create Routing Strategies, Call and Queue Processing Flows Designed for the business user, rather than IT specialist or programmer Intuitive visual drag-and-drop workflow-style designer Automatically checks and validates call handling and routing designs as they are created The Manager Desktop has a unique Design Center to Create Routing Strategies, Call and Queue Processing Flows This feature is designed for the business user, rather than IT specialist or programmer It is an Intuitive visual drag-and-drop workflow-style designer The Design Center automatically checks and validates call handling and routing designs as they are created 7/21/ page 27
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Design Center – Sample Workflow
Message Disconnect Schedule Source/Destination Decision Enqueue Start of Routing Strategy Flow Speaker – Use the text in the ‘call out ‘ boxes to describe some of the sample workflow – do no read every box 7/21/ page 28 Transfer Requeue Decision Performance Decision
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Call Director – Call Processor
Call menu prompting allows caller to navigate through menu and choose options Caller inputted digit collection (e.g. customer number) Dynamic passing of call data to Agent desktop Intelligent announcements in queue (e.g. expected wait time) Supports 4 to 64 ports ProCenter Agile also has an optional integrated call processor called Call Director. This provides Call menu prompting allowing callers to navigate through menu and choose options It provides caller inputted digit collection (e.g. customer number) and dynamic passing of call data to Agent desktop Call Director also offers Intelligent announcements in queue (e.g. expected wait time) and supports 4 to 64 ports 7/21/ page 29
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Real-Time and Cumulative Reports Views
Point and click user defined report view definitions – graphical and tabular Built-in analytic model predicts trends in operating conditions Configurable alerts and notifications Automatically updated on screen at configurable refresh intervals ProCenter Agile gives Real-Time and Cumulative Report Views The manager can Point and click for user defined report view definitions – either graphical and tabular There is a Built-in analytic model that predicts trends in operating conditions Configurable alerts and notifications are available The real-time reports are automatically updated on screen at configurable refresh intervals –the minimum refresh rate is ten seconds 7/21/ page 30
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Historical Reporting Views
Unlimited user-defined historical reports Customizable views (move/hide columns), expand and collapse data Reports can be scheduled, printed, viewed on-demand or exported to Excel, HTML or PDF 14 templates provided ProCenter Agile also provides unlimited user-defined historical reports These reports have customizable views (move/hide columns), expand and collapse data The reports can be scheduled, printed, viewed on-demand or exported to Excel, HTML or PDF 14 report templates provided as standard with ProCenter Agile 7/21/ page 31
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Call-by-Call Activity Log
Search and view call details by User or by Source Number (ANI/CLID) Ability to track call-by-call information Can be used for auditing progression of a particular call, or examining detailed agent activity during a shift Definable time windows, collapsible data views The Call-by-Call Activity Log in ProCenter Agile allows managers to search and view call details by User or by Source Number (ANI/CLID) It provides the ability to track call-by-call information This feature can be used for auditing progression of a particular call, or examining detailed agent activity during a shift It offers definable time windows and collapsible data views 7/21/ page 32
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Manager Desktop – Telephony Center
Simplifies synchronization of telephony platform and HiPath ProCenter Agile configurations Reduces duplicate administration tasks Logs configuration errors The HiPath ProCenter Agile Manager Desktop has a Telephony Center to Simplify the synchronization of the telephony platform and HiPath ProCenter Agile configurations Reduces duplicate administration tasks Logs configuration errors 7/21/ page 33
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HiPath ProCenter Agile Summary and Benefits
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HiPath ProCenter Agile
A Presence-Enhanced Contact Center Solution Optimized for the Small and Medium Size Enterprise Intelligent call routing and queuing Unprecedented presence management tools Call handling productivity tools Simplified administration tools Flexible, visual real-time monitoring and reporting Implement in days, reduced training,faster start-up IP-Ready and cross-platform support HiPath ProCenter Agile is A Presence-Enhanced Contact Center Solution that is Optimized for the Small and Medium SizeEnterprise As you have seen, ProCenter Agile has - Intelligent call routing and queuing Call handling productivity tools Simplified administration tools Caller menu prompts and navigation Flexible, visual real-time monitoring Easy to customize historical reporting 7/21/ page 35
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HiPath ProCenter Agile Benefits
Improve Customer Satisfaction with Presence-Enhanced Contact Center Increase User Productivity with Powerful yet Simplified Agent and Manager Desktops HiPath ProCenter Agile can Improve Customer Satisfaction with its Presence-Enhanced Contact Center features - These unprecedented presence awareness tools offers the ability to – Visually Monitor the Presence and Availability of Users Across the Enterprise in Real-Time Leverage the Knowledge and Expertise of the Enterprise Through Easy „One-Click Collaboration“ Increase First Contact Resolution and Higher Value Interactions Simple to Implement and Maintain, yet Designed for Growth and Evolution 7/21/ page 36
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HiPath ProCenter Agile
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