Example: skill-based scheduling in back office environments

As in a call center, skills are also useful in back office environments to route the appropriate work to the employees with the relevant skills.

For example, in a back office environment, you have three main types of work: 

  • Research

  • Investigation

  • Data entry

You have the following employees with the following qualifications:

  • Employee A is a researcher and detail-oriented.

  • Employee B is good at troubleshooting and problem-solving, and delves into every customer case with a deep level of detail.

  • Employee C is organized and meticulous and also does research.

You assign skills accordingly to the employees:

  • Employee A: Research with a priority of 1, and Data Entry with a priority of 2

  • Employee B: Investigation with a priority of 1, and Research with a priority of 2

  • Employee C: Data Entry with a priority of 1, and Research with a priority of 2

The work assignments are done accordingly:

  1. Two customer cases come in that require research, and one case involves some investigation into the issue.

  2. If Employee A is available, one of the research cases goes to Employee A.

  3. The second research case can go to Employee C.

  4. The investigative case can go Employee B.

Workflow: Set up skills

Example: skill-based scheduling in call centers