Back Office Agent

December 22, 2021 |

OPX enables back-office agents to:

  • Get Next”- upon completion of the task, they can move on to the next task, best-suited for their skillset
  • Defer, refer or escalate tasks
  • Record their breaks, phone calls and meetings
  • Access case history and information
  • Use checklists to promote their quality and compliance
  • Focus on tasks that are prioritized and suitable for their skills
Agent Challenges Impacts How OPX can help
Managing own workload is difficult without all the information
  • Focusing efforts on more urgent requests
  • Priority/routine items falling outside SLA
  • Disengaging with the work, reduction of morale.
Real-time automated task allocation shifts agent focus onto the task itself.

SLA adherence is managed automatically, reducing breaches.

Need to balance professional development with meeting targets
  • Having gaps in training,
  • Performing duty inadequately
  • Cannot complete work while undertaking training.
Reporting on quality and productivity of staff in detail, identifying specific training needs and focussing effort.
Risk of boredom performing monotonous tasks
  • Becoming less motivated; drops in productivity,
  • Employee retention suffers.
Splitting processes into different activities, sending mundane work to bots while keeping the decision-making steps with a human.
Might be asked to absorb front office work, disrupting own routine
  • Back-office work gets put on hold over front office tasks.
  • Reporting on activity becomes difficult when working across separate systems and offices.
As front-office demand increases, OPX can pause work and resume as appropriate, monitoring the SLA impact throughout.

Find out if a workforce management system could improve the performance of your business...

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