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labs.GIF (1895 bytes)
January 2000

Maxima Advantage

Pipkins, Inc.
1031 Executive Parkway, Suite 110
St. Louis, MO 63141
Ph: 314-469-6106; Fax: 314-469-0841
Web site: www.pipkins.com

Price: Varies depending on number of agents, number of sites, number of ACDs, number of queues, etc.; Real-Time Adherence module - $20,700; WAVE - $10,000, plus a per-agent charge.

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RATINGS (0–5)
Installation: N/A
Documentation: 4.25
Features: 4.5
GUI: 4.25
Overall: A-


Through a viable workforce management solution, call center administrators can organize staff effortlessly so that their business can save money by minimizing excess staff and take advantage of each worker’s skills. To achieve these advantages, this solution must provide efficient scheduling and forecasting capabilities. In addition, resourceful features such as real-time adherence, skills-based routing and attendance preferences are beneficial. Pipkins’ Maxima Advantage integrates all of these features with the intention of maximizing a business’ workforce environment.

Installation
Maxima Advantage is normally installed by Pipkins in accordance with the customer’s needs. Since we only wanted to install the software in a lab environment, we set up the hardware requirements and watched as a representative from Pipkins installed both the Oracle database software and their own software onto Windows NT Server 4.0. We used a 333 MHz Mitac industrial computer with 320 megs of RAM to be assured that we had enough memory to test the product. (For more information about the Mitac industrial computer we used, check the TMC™ Labs Mitac review in the September 1999 issue of Internet Telephony�)

When the Pipkins representative attempted to install the Oracle 7.3.4 software (support for Oracle 8 is not yet provided by Pipkins), the setup wizard would not appear on the screen. We could not understand the reason for this. We tried to reinstall Windows NT Server 4.0, and while that was successful, our problem remained. Then we had the idea of replacing the CD-ROM drive even though it had worked for reinstalling Windows NT Server 4.0. For some reason, the new CD-ROM worked for installing Oracle’s software. We tossed the old, defective CD-ROM drive, but we were still unsure about the reason for this strange development. Let wonders never cease!

With all of this fun, we still did not obtain enough real information to reasonably determine the ease and flexibility of the product’s installation process. However, installation is usually done by Pipkins, and the CD-ROM difficulty was strictly an MIS-type of problem, so this should not be a concern.

Documentation
We looked at the latest Acrobat PDF version of the user’s guide for Maxima Advantage. It consists of much of what we look for in a guide. For the subject matter, it is not difficult to interpret. It provides an extensive table of contents, a glossary briefly explaining important terminology and many screen shots that complement much of what the guide explains. The user’s guide is missing an index, however, which should be included even though the table of contents is extensive. Also, the report section is incomplete, but a Pipkins’ representative informed us that the company is considering devoting a whole manual to reports in the near future. Finally, we could only find a separate marketing sheet on Pipkins’ new Web Agent Viewing and Empowerment (WAVE) module. Information about this new module should be included in the user’s guide.

The help files are intuitive and beneficial, providing precise information on the topic to be researched. With the exception of some screens that do not have associated help files, each screen is context-sensitive.

Features
The following is a description of the major features of Maxima Advantage:

  • SkillSense Scheduling — rules-driven scheduler that attempts to reflect the lowest cost staffing solution for your call center. With the help of the Oracle database, it uses a profile of agents’ skills to take advantage of their potential.
  • Forecasting — uses Merlang algorithms when calculating staffing levels, even when using multiple agent skill sets, and correlates marketing activities with projected call volumes.
  • Multiple Application Server — for multisite call centers distributing their workforce management system to multiple application servers while using a central database for reporting.
  • Attendance Preferences — preferences for agents given by seniority or a point system (an equal chance based on agents’ past fulfillment of their preferences).
  • Real-Time Adherence — an optional module that allows information that reveals the status of all your agents to be automatically updated in real-time.
  • Web Agent Viewing and Empower-ment (WAVE) — for viewing schedules and employee information over the Internet or corporate network with a Web browser.

Operational Testing
Because of Pipkins’ licensing agreement with Oracle, we had a limited time to test the capabilities of Maxima Advantage in our labs. However, in that time, we did examine the GUI and made sure many of the features worked properly. We also dialed into a demo at Pipkins to look at WAVE and the real-time adherence modules, both of which were not included in our original installation.

Since the configuration settings are primarily handled by Pipkins, we looked only briefly at the configuration features, but we found that the settings can be modified without too much difficulty. Time zone, ACD, service team service (which defines the percent of time agents spend answering calls and when agents are occupied with other unscheduled concerns), queue service and schedule-event configurations can all be set. An array of other features can also be modified, including the level of abandonment rates allowed, average handling time, whether or not to observe daylight savings, time adherence tolerance and validation hours. Of course, in a corporate environment, any new organizations, departments or offices can be added or changed. Special events can also be considered in order to correlate historical statistics to produce a more accurate forecast.

There are many more intricacies about Maxima Advantage that makes it a strong workforce management tool, such as how it uses skills-based routing (as Pipkins calls SkillSense), staff schedule preferences, forecasting and a large number of reports. The selection of charts, graphs and other aids to help with forecasting and reports is quite impressive, as is the ability to view many of the reports or graphs simultaneously on a single screen. One last intricacy worth mentioning is Maxima Advantage’s ability to filter staff information, which allows for subset lists of the overall group. A simple example of this would be separating staff members by their office or department.

We also liked the schedule rules definitions, which consist of information that Maxima Advantage needs to schedule your staff. They are divided into eight tabs for each selected staff member: first/last assignments, week to week, attendance, hours of availability, attendance cycle hours, team eligibilities, cycle parameters, and intraday assignments (defines information about breaks and lunches as well as any other daily assignments). Setting these rules is relatively straightforward, but there is a lot to learn about all of the rule sets before it can be done correctly. Also, this particular screen of the GUI appears cluttered, and therefore, is a bit confusing. Nevertheless, once the learning curve is overcome, it is an effective scheduling technique.

Employee information and scheduling information can be viewed over the Internet or a corporate network by using WAVE. All you have to do is log into the system with your staff I.D. and PIN number. Then, you can pick the report type (daily, weekly and monthly) and the dates of the calendar you would like to view. This module’s interface is straightforward and very simple to use. While this GUI is somewhat plain looking, it is still an effective method for users to look at their schedules or employee information remotely. The modification feature, which is scheduled for the next release, allows you to edit your schedule so that your manager can consider these edit requests.

The real-time adherence module provides up-to-the-minute information received from your ACD. It determines whether or not agents are adhering to their scheduled activities. The interface shows that an agent is out of adherence by marking that time in red. If agents are in their grace period (where they are not where their schedule indicates but are within the specified tolerance level), the interface shows this marked in blue. This feature also takes positive and negative impacts on a call center into account. An example of a positive impact would be if an agent were helping a customer even after his designated lunch break had started. A negative impact would be if an agent arrived late for work.

Room For Improvement
We have a few suggestions that would likely make Maxima Advantage an even better product. For instance, while the main GUI follows most Windows conventions, uses buttons for nearly every feature and is intuitive for the most part, we would like the ability for right-click functionality on any part of the screen. As it stands, you can only right-click in certain instances (to select graphs or chart designs and to select the buttons you want to appear on screen). At times, the GUI appears complex and cluttered, so it takes a little while for the user to become accustomed to the interface, especially the schedule rules definition screen.

The Find features of Maxima Advantage consist of either pressing the binocular button in the toolbar or just typing what you are searching for on the lower end of the screen. There is room for improvement here because it is difficult to notice these features, and the binocular button is not useful and should be eliminated from the GUI.

We would like to see a calendar where you can just click-and-drag scheduled intraday assignment blocks (lunches, breaks, meetings, etc.) to a new time. This type of calendar is referred to as a Gantt chart. It is very helpful and easy to use when changing scheduled events. A Pipkins’ representative claimed to have a feature like this ready for some time in 2000. It would also be nice for Pipkins to upgrade their database compatibility to Oracle 8 before another major version of Oracle is released.

Conclusion
Pipkins’ Maxima Advantage could be of immense use in any call center. The forecasting and preferences features are excellent, and the SkillSense scheduling functionality helps lower costs while improving the organization of call centers. The real-time adherence and Web-based schedule GUI (WAVE) modules are welcome additions to the system, and the technology they offer should be considered when making your purchasing decision.







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