WFM Health Check
Why Your WFM Operation Needs a Health Check
Workforce Management is the engine of contact center performance—balancing service levels, costs, and employee experience.
Yet, most WFM operations are sub-optimized. Outdated forecasting, rigid schedules, and reactive intraday management lead to staffing gaps, burnout, and missed SLAs.
Our WFM Health Check is an annual diagnostic that examines your operation from top to bottom—from long-term capacity planning to real-time performance. Using the WFM Labs Maturity Model™, we benchmark your current state and deliver a clear path to improvement.
Whether you're a WFM leader seeking certification or an executive searching for root causes, we help turn WFM into a strategic asset—not a blind spot.

Forecasting & Capacity Planning Review
Many burnout issues trace back to fragile or disconnected capacity plans. As part of your Health Check, we assess how your long-term plan aligns with mid-range and daily forecasts—uncovering gaps that lead to chronic understaffing, over-reliance on overtime, and missed service goals. We evaluate trend assumptions, risk buffers, and handoffs between planning horizons to build a stronger, more resilient forecasting ecosystem.
Shrinkage & Occupancy Analysis & Optimization
When shrinkage is underestimated or occupancy targets are misaligned, agents pay the price through unrealistic expectations and relentless workloads. As part of the Health Check, we analyze how well you account for both planned and unplanned shrinkage, assess your occupancy strategy, and evaluate the impact on schedule integrity and agent stamina. These hidden mismatches are often root causes of burnout and performance breakdowns—our goal is to bring them to the surface and design a better balance
Scheduling & Intraday Optimization
Inconsistent or rigid scheduling is one of the most visible—and painful—drivers of burnout. Through the Health Check, we examine how your schedules are built, whether they reflect real demand patterns, and how well they balance business needs with agent flexibility. Our analysis surfaces gaps in shift design, schedule generation, schedule quality and governance —so you can balance agent flexibility with operational expense objectives.
AI & Automation in Workforce Management
Too often, burnout stems from manual processes that should’ve been automated years ago. In your Health Check, we evaluate your WFM tech stack—looking at how automation is (or isn’t) being used for forecasting, scheduling, adherence management, and real-time adjustments. We identify missed opportunities where AI could reduce human strain, improve decision speed, and create breathing room for both frontline teams and WFM leadership. Smart automation doesn’t replace people—it protects them.
Real-Time & Command Center Strategy
Burnout often shows up downstream of poor real-time execution. In the Health Check, we evaluate how your real-time team handles intraday variance, escalation protocols, and service level threats. Do your teams react to issues—or prevent them? We look at how well you monitor KPIs, empower decision-making, and communicate across departments to protect both service levels and employee well-being.
People, Capability, & Technology Utilization
Technology alone doesn’t drive performance—people do. In the Health Check, we assess how your team engages with your WFM tools: Are systems being fully leveraged? Are the right people in the right roles? Is there clarity, training, and accountability across forecasting, scheduling, and intraday functions? We uncover where your tech stack is underutilized due to skill gaps, lack of enablement, or misaligned roles—then recommend investments in team capability to turn tools into outcomes.

Is Your WFM Operation Due for a Check-Up?
If your team is struggling with inconsistent forecasts, rigid schedules, or reactive real-time management, the problem may not be your people—it may be the system around them.
Our WFM Health Check reveals the hidden breakdowns in your workforce strategy, from fragile capacity plans to under-leveraged tech and strained processes. Whether you're seeking clarity, certification, or a roadmap to better performance, this is your starting point.
Book a free consultation to see if a Health Check is right for your operation.