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# Call center research

We will discuss a number of papers related to call centers. In the first statistics and queueing theory are used together to solve a problem related to variations in the arrival rate.

An interesting property of the waiting time in a call center, given by the Erlang formula, is the steepness of its curve as a function of the load or the number of servers for values corresponding to a high productivity. This is exactly the region where call centers operate: managers naturally want a high productivity. This means that one employee more or less has a big impact on the waiting times; the same holds for a small variation in offered load. Thus it is very important that the arrival rate (the load equals arrival rate times average service time) is well estimated. Although sophisticated workforce management tools are used for this job, we see that in practice call centers seem to be unable to predict offered traffic with the necessary precision. Using more sophisticated models is not the solution, for the simple reason that certain effects that influence the offered load cannot be predicted by the time the forecast is needed to make employee schedules. An example is an insurance company, where the number of claims increases drastically after a storm. Of course a storm cannot be predicted several weeks in advance, when the workforce schedule is made. The "solution" is to take the randomness into account when using the Erlang formula, by assuming that the arrival rate itself has a certain probability distribution. This gives upper and lower bounds to the arrival rate, and using the Erlang formula, upper and lower bounds to the number of employees needed. A call center manager can use this to schedule personnel, for example by hiring employees that can be scheduled on a very short notice. The mathematics behind this idea is worked out in Jongbloed & Koole .

Another way to deal with the fluctuations in load caused by variations in arrival rate is call blending. Assume that a call center has next to inbound calls also outbound calls that has to be done at some point in time. Call blending consists of dynamically assigning employees either to inbound calls, to outbound calls, or to let them idle. The objective is to maximize the number of outbound calls handled, while meeting waiting time requirements for the inbound calls. It is optimal to assign free employees to inbound calls if any is waiting; however it is usually not a good idea to use any free employee for outbound calls if no inbound calls are waiting! This is because this would mean that all inbound calls have to wait in queue for a free agent, which often makes the waiting time unacceptably high. A control rule has to decide how many employees have to be kept free for incoming calls. This threshold level is computed in Bhulai & Koole  for various situations.

After having decided how many agents are needed in every interval using the Erlang formula (or one of its extensions) the employee schedules have to be determined. Usually this is done with a mathematical programming approach, where during each time interval the service level constraint must be met. Over the whole planning period this leads to overcapacity: because the minimum number of servers is the smallest integer number satisfying the service constraint and because the scheduled number of agents is not equal to this minimum at all periods. See Figure 1. (from ) for an example of the effect in a small sized call center. In the figure the minimal numbers of employees for each interval, the best schedule satisfying these minima, and the corresponding service levels are plotted for a typical small sized call center. The service level constraint is 95% for each interval; we see that the schedule satisfying these constraints for each interval, and that uses the minimal number of agents, has an average service level of 98.6%. This calls for a new objective that has a single service level constraint for the entire planning period (in Figure 1. a day). It was shown in Koole & van der Sluis  that a local search methods exist to find the best schedule. In the situation of Figure 1. we were able to reduce with this method the number of scheduled agents from 28 to 24. Figure 1: Numbers of employees and service levels for a call center.

In the model above we assumed for each interval a constant arrival rate, and we approximated the service level in each interval with the Erlang formula. This is standard practice in call centers, and called the pointwise stationary approximation in Green & Kolesar . In certain sitations however this approximation is not a good one, especially not if there is undercapacity during some interval. In these situation fluid approximation (as introduced in Newell ) perform better. In Altman et al.  it was shown that for queueing models such as call centers fluid approximations show a better performance than the original queueing systems for a considerable class of performance measures. Testing the usefulness of fluid approximations in the context of call center modeling is part of ongoing research.   Next: References Up: The Mathematics of Call Previous: Some background