A technology assessment for call center optimization evaluates the efficacy of your current technological infrastructure and systems. It aims to understand your existing technology landscape, identify potential risks and areas for improvement, validate your capacity to adopt upgraded or new call center technology trends and prepare to scale your business and resources.

This call center assessment analyzes all tech platforms, from call center software and hardware to communication systems and data management tools. It identifies bottlenecks, inefficiencies, and process steps where you can leverage technology to improve productivity, customer experience, and operational effectiveness. This valuable business intelligence is crucial for making informed decisions about upgrading or replacing technology systems for call center optimization.

Though the full scope of a technology assessment for call center optimization will vary based on your distinct operating environment and needs, an effective contact center technology evaluation will prioritize these 6 critical areas of focus:

When evaluating your Call Center Technology Infrastructure and Hardware, a tech assessment will focus on the physical tech components of your operation, such as workstation and desktop requirements, servers, telephony systems, headsets, and other hardware devices. It evaluates these components’ reliability, scalability, and performance to ensure they can support your operational needs.

Your operation likely relies on various call center software solutions and applications to manage customer interactions, track contact center performance metrics, and streamline workflows. A technology assessment examines these applications’ functionality, integration capabilities, and user-friendliness to determine if they are meeting the needs of your operation and call center agents. Examples of the most utilized call center software solutions and features assessed during a technology evaluation:

• Contact Center WFM Software
• Call Center CRM (Customer Relationship Management)
• Contact Center as a Service (CCaaS)
• Call Center Data Analytics and Reporting
• Contact Center Data Visualization
• Contact Center Artificial Intelligence (AI)
• Call Center Computer Telephony Integration (CTI)
• Contact Center Interactive Voice Response (IVR)
• Contact Center Automatic Call Distribution (ACD)
• Call Center Knowledge Management Systems (KMS)
• Contact Center Learning Management Systems (LMS)
• Call Center Predictive Dialer

In today’s omni-channel landscape, your operations must support a variety of call center communication channels, including phone calls, emails, live chat, social media, and SMS. A technology assessment evaluates the availability and effectiveness of these channels, as well as the ability of the call center to seamlessly switch between channels to provide a consistent and productive customer experience.

With the increasing emphasis on data privacy and regulatory compliance, it’s essential to maintain adequate call center data security and compliance measures and to adhere to industry regulations. A call center technology assessment evaluates your data security requirements, protocols, encryption methods, access controls, and compliance procedures to identify potential vulnerabilities or areas of improvement.

Call Center Technology Automation and Integration functions are vital. Your contact center technology must integrate with other business systems and be capable of automating repetitive tasks to enhance efficiency and productivity. A tech assessment will evaluate the level of integration between different technologies and platforms to identify opportunities for automation to streamline processes and reduce manual effort.

As businesses evolve and grow, you must prioritize call center scalability and future readiness to adapt to changing customer demands. This assessment will examine the scalability of your technology infrastructure and assess its readiness to embrace emerging technologies and contact center technology trends. It will also benchmark your technology practices and performance against industry best practices to determine if your operation is capable of remaining competitive.

A comprehensive technology assessment will review all platforms and processes within these 6 focus areas to determine how their performance affects the efficacy of your tech stack. Some of the most impactful functions and features within these 6 areas of focus include:

• Customer Self-Service Options
• Technology User Utilization and Efficiency
• Customer and Employee Experience with Technology Interfaces
• Efficacy of Data Analysis, Reporting, and Visualization
• IVR and Call Routing Methodology
• Platform and System Integration Capabilities
• Technology Systems Scalability
• Data Security and Compliance Requirements
• Business Continuity Plans
• Technology User Training
• Workstation and Desktop Requirements
• Benchmarking Against Industry Best Practices
• Quality Assurance Across Channels and Departments
• Key Performance Indicators and Performance Goals

By examining these components within your technology ecosystem, a call center assessment can capture a holistic view of your tech infrastructure and performance and provide valuable insights. This business intelligence will enable you to invest in the right technologies to help you deliver exceptional customer experiences and ultimately drive greater business success.

Find the right technology assessment partner for your needs to ensure you realize the most significant ROI on your technology assessment. When navigating the technology assessment selection process, evaluate potential partners’ ability to understand the operational impact of your call center technology systems and ensure they are technology vendor agnostic and can provide long-term technology systems support.

Many call center technology assessment partners lack an understanding of your unique organizational needs and the specialized industry knowledge to grasp the complexities of adopting new technology. An effective technology assessment partner, however, approaches your technological needs with a keen operational perspective, facilitating seamless execution through comprehensive end-to-end technology implementation services, encompassing:

• Technology vendor selection, onboarding, and management support
• Technology system integration management
• Custom training for organization-wide adoption of new or upgraded technologies
• Implementation of best practices for system change management
• Technology system optimization for scalable and sustainable improvement

The right technology assessment partner is tech vendor-agnostic and is not bound to technology brands or products. Vendor-agnostic technology assessment partners have the unique ability to determine the best-fit technology solution for your operational needs, including your specific practices, environment, and contact center performance goals.

In an industry where the only constant is change, you need a technology partner who can provide long-term technology systems support beyond system execution. Partnering with a technology assessment expert that offers post-implementation support and system optimization will help you achieve peak performance as new call center technology trends emerge and customer expectations evolve. This “hyper care” support will ensure maximum ROI on your technology investment through every stage of your business growth.

Let us do the heavy lifting. Schedule time to talk to our experts about choosing the right tech to achieve breakthrough performance in your call center!