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All rights reserved © www.AuditGen.com
“The	
  ul'mate	
  solu'on	
  for	
  	
  
the	
  Technical	
  and	
  Opera'onal	
  	
  Audit	
  	
  
of	
  your	
  Genesys	
  Contact	
  Centre	
  pla9orm”	
  
It’s	
  all	
  about	
  opera.ng	
  your	
  contact	
  Centre	
  pla4orm	
  
more	
  efficiently!	
  
AuditGen	
  is	
  more	
  than	
  just	
  a	
  solu'on	
  for	
  
configura'on	
  audit	
  trail	
  !	
  
All rights reserved © www.AuditGen.com
Configura'on	
  scheduling:	
  Benefits	
  &	
  ROI	
  	
  
AuditGen	
  vs	
  other	
  tools:	
  Scheduled	
  bulk	
  provisioning	
  
Agent	
  Configura'on	
  Manager:	
  Overview	
  
Agent	
  Configura'on	
  Manager:	
  Agent	
  Profiles	
  
Agent	
  Configura'on	
  Manager:	
  Scheduling	
  jobs	
  	
  
Agent	
  Configura'on	
  Manager:	
  Skills	
  &	
  Skill	
  Profiles	
  
Agent	
  Configura'on	
  Manager:	
  Job	
  details	
  report	
  
Agent	
  Configura'on	
  Manager:	
  Job	
  calendar	
  view	
  
Audit	
  Trail	
  Journal:	
  Tracking	
  skill	
  changes	
  
Audit	
  Trail	
  Journal:	
  Rolling	
  back	
  skill	
  changes	
  	
  
Agent	
  Configura'on	
  Manager:	
  Email	
  noFficaFon	
  
Agent	
  Configura'on	
  Manager:	
  Scheduled	
  jobs	
  report	
  
Agent	
  Configura'on	
  Manager:	
  Scheduled	
  jobs	
  chart	
  
AuditGen	
  ACM:	
  Agent	
  Configura'on	
  Manager	
  
“AuditGen	
  provides	
  unique	
  configura8on	
  scheduling	
  capabili8es”	
  
All rights reserved © www.AuditGen.com
ConfiguraFon	
  Scheduling:	
  Benefits	
  &	
  ROI	
  
•  Lack	
   of	
   controlled	
   real-­‐Fme	
   agent	
  
provisioning	
  capabiliFes.	
  
•  Lack	
   of	
   a	
   consolidated	
   view	
   of	
   changes	
  
planned	
  by	
  other	
  teams.	
  
•  Agent	
   changes	
   planned	
   out	
   of	
   hours	
   are	
  
constraining	
  and	
  and	
  incur	
  higher	
  costs.	
  
•  Agent	
   changes	
   done	
   during	
   working	
   hours	
  
are	
  constraining	
  for	
  other	
  adhoc	
  acFviFes.	
  
•  Valuable	
   Fme	
   is	
   wasted	
   in	
   generaFng	
   and	
  
consolidaFng	
  skill	
  change	
  reports.	
  
•  Lack	
   of	
   Fmely	
   visibility	
   of	
   planned	
   skill	
   and	
  
other	
   agent	
   changes	
   as	
   these	
   are	
   only	
  
available	
  aNer	
  they	
  are	
  executed.	
  
•  Lack	
  of	
  real	
  Fme	
  and	
  automated	
  noFficaFon	
  
of	
  any	
  Agent	
  configuraFon	
  changes.	
  
•  Automated,	
   real-­‐Fme	
   controlled	
   and	
   flexible	
  
provisioning	
  of	
  agent	
  configuraFon.	
  
•  Web	
  access	
  to	
  all	
  planned	
  agent	
  changes	
  can	
  be	
  
shared	
  among	
  supervisors	
  &	
  managers.	
  
•  UnaKended	
   and	
   fully	
   automated	
   execu'on	
   of	
  
any	
  planned	
  agent	
  changes	
  out	
  of	
  hours.	
  
•  Agent	
  Skills	
  &	
  other	
  	
  changes	
  can	
  be	
  planned	
  and	
  
executed	
   during	
   working	
   hours	
   with	
   No	
   'me	
  
constraints.	
  
•  Time	
  savings	
  as	
  consolidated	
  skill	
  change	
  reports	
  
are	
   available	
   for	
   both	
   real	
   Fme	
   &	
   aggregated	
  
historical	
  Fme	
  periods.	
  
•  Real-­‐'me	
  repor'ng	
  and	
  tracking	
  of	
  planned	
  jobs	
  
as	
  well	
  as	
  executed	
  Agent	
  changes.	
  
•  Personal	
  no'fica'on	
  with	
  the	
  details	
  and	
  result	
  
of	
  every	
  planned	
  job.	
  
	
  
Contact	
  Centers	
  without	
  Agent	
  scheduling	
  capabili'es	
  
	
  
	
  
Contact	
  Centers	
  with	
  Agent	
  scheduling	
  capabili'es	
  
	
  
All rights reserved © www.AuditGen.com
•  AuditGen	
  allows	
  immediate	
  or	
  deferred	
  as	
  well	
  
as	
   single	
   or	
   recurrent	
   agent	
   configura'on	
  
changes	
  through	
  its	
  scheduling	
  capabiliFes.	
  
•  AuditGen	
   has	
   a	
   built-­‐in	
   intelligent	
   throKling	
  
mechanism	
   that	
   checks	
   and	
   compares	
   	
   the	
  
current	
  configura'on	
  server	
  CPU	
  load	
  against	
  a	
  
tolerated	
   max	
   threshold	
   beyond	
   which	
  
planned	
  skill	
  changes	
  are	
  delayed.	
  
•  AuditGen	
   checks	
   every	
   agent’s	
   current	
  
configura'on	
   (i.e	
   skill	
   set)	
   before	
   execu'ng	
  
any	
  planned	
  changes.	
  	
  
•  AuditGen	
  provides	
  agent	
  provisioning	
  	
  funcFon	
  
through	
  its	
  role	
  based	
  web	
  applicaFon.	
  	
  
•  Skill	
   level	
   start,	
   end	
   and	
   increments	
   can	
   be	
  
customised	
   for	
   each	
   user	
   group	
   through	
  
AuditGen’s	
  admin	
  area.	
  	
  
AuditGen	
  vs.	
  Other	
  tools:	
  	
  
Scheduled	
  bulk	
  Provisioning	
  
•  No	
   other	
   tool	
   currently	
   provides	
   agent	
  
configura'on	
  scheduling	
  capabiliFes.	
  
•  Other	
   tools	
   only	
   check	
   that	
   X	
   number	
   of	
  
changes	
  are	
  done	
  within	
  Y	
  minutes,	
  which	
  
does	
   not	
   prevent	
   potenFal	
   impacts	
   on	
  
performance	
   as	
   these	
   tools	
   operate	
  
without	
   considering	
   the	
   current	
   load	
   of	
  
Genesys	
  configuraFon	
  server.	
  
•  Other	
   tools	
   apply	
   changes	
   without	
   prior	
  
verifica'on	
  of	
  agent	
  skills/skill	
  levels.	
  
•  Bulk	
   agent	
   skill	
   or	
   other	
   configuraFon	
  
changes	
   consist	
   in	
   manual	
   injec'on	
   of	
  
configuraFon	
  files	
  without	
  a	
  web	
  based	
  tool	
  
(separate	
  thick	
  client).	
  
•  CustomisaFon	
  is	
  only	
  done	
  through	
  manual	
  
changes	
  to	
  configuraFon	
  files	
  and	
  reloading	
  
these.	
  
AuditGen’s	
  scheduled	
  bulk	
  provisioning	
   Other	
  tool’s	
  bulk	
  provisioning	
  
All rights reserved © www.AuditGen.com
•  Search	
   and	
   filter	
   agents	
   based	
   on	
  
tenant,	
   groups,	
   skills	
   and	
   agent	
  
aXributes.	
  
•  Browse	
   filtered	
   agents	
   and	
   their	
  
corresponding	
   current	
   skills	
   then	
  
select	
  agents	
  to	
  be	
  updated.	
  
•  Apply	
  a	
  agent	
  profile	
  or	
  select	
  skills/
skill	
   levels	
   to	
   be	
   added,	
   updated	
   or	
  
deleted	
  (*)	
  
•  Define	
   job	
   details:	
   name,	
   type,	
  
frequency	
  and	
  required	
  noFficaFon.	
  
Detailed	
  skill	
  change	
  report	
  in	
  table	
  format	
  
consolidaFng	
   the	
   list	
   of	
   all	
   jobs,	
   status,	
  
planned	
  and	
  execuFon	
  Fmes	
  	
  
Outlook	
  style	
  calendar	
  showing	
  all	
  planned	
  
and	
   executed	
   jobs	
   including	
   impacted	
  
agents	
  and	
  details	
  of	
  skill	
  changes	
  for	
  every	
  
in	
  the	
  calendar	
  
Historical	
  report	
  with	
  dynamic	
  aggregaFon	
  
capabiliFes	
  for	
  detailed	
  trend	
  analysis	
  
Historical	
   chart	
   with	
   dynamic	
   aggregaFon	
  
and	
   zoom	
   capabiliFes	
   for	
   visual	
   trend	
  
analysis	
  
Schedule	
  agent	
  skill	
  changes	
  in	
  4	
  easy	
  steps	
   Track	
  planned	
  skill	
  changes	
  in	
  4	
  different	
  ways	
  
1	
  
2	
  
3	
  
4	
  
1	
  
2	
  
3	
  
4	
  
Agent	
  ConfguraFon	
  Manager:	
  Overview	
  
(*)	
  Note:	
  In	
  the	
  admin	
  area,	
  enFtled	
  users	
  can	
  define	
  the	
  min,	
  max	
  as	
  well	
  as	
  skill	
  level	
  increment	
  
All rights reserved © www.AuditGen.com
Agent	
  ConfguraFon	
  Manager:	
  Agent	
  Profiles	
  
•  Preconfigure	
  agent	
  profiles	
  to	
  be	
  applied	
  to	
  any	
  selected	
  number	
  of	
  agents	
  
	
  
•  Agent	
  profiles	
  can	
  contain	
  either	
  of	
  the	
  3	
  configuraFon	
  elements:	
  
•  Capacity	
  Rule:	
  
•  Skills/Skill	
  levels	
  
•  Access	
  Groups	
  
	
  
•  Agent	
  profiles	
  do	
  not	
  have	
  to	
  include	
  all	
  above	
  3	
  configuraFon	
  elements	
  and	
  can	
  for	
  
example	
  only	
  have	
  skills	
  or	
  capacity	
  rule	
  configued	
  in	
  it.	
  
	
  
•  Agent	
  profiles	
  represent	
  a	
  set	
  of	
  configuraFon	
  combining	
  any	
  of	
  the	
  3	
  elements	
  
(capacity	
  rule,	
  access	
  groups,	
  skills)	
  that	
  can	
  be	
  applied	
  to	
  agents	
  without	
  having	
  to	
  
add/delete/update	
  individual	
  configuraFon	
  lements	
  every	
  Fme.	
  
	
  
•  Assigning	
  a	
  skill	
  profile	
  to	
  an	
  agent	
  removes	
  all	
  exisFng	
  skills	
  and	
  adds	
  only	
  the	
  skills	
  
and/or	
  access	
  groups	
  and/or	
  capacity	
  rule	
  	
  defined	
  in	
  the	
  profile	
  
NEW	
  !	
  
All rights reserved © www.AuditGen.com
Agent	
  ConfguraFon	
  Manager:	
  :	
  Agent	
  Profiles	
  
Select	
  tenant	
  
Display	
  configura'on	
  
elements	
  
3	
  
4	
  
List	
  of	
  available	
  skill	
  profiles	
  
1	
  
Select	
  capacity	
  rule	
  
5	
  
Select	
  skills/	
  	
  
skill	
  levels	
  
6	
  
Select	
  Access	
  
Groups	
  
7	
  
Add/remove	
  item	
  
Select	
  skill	
  level	
  (start/
end	
  /	
  increment	
  	
  can	
  be	
  
adjusted	
  in	
  admin	
  area)	
  
Profile	
  name	
  &	
  descrip'on	
  
2	
  
All rights reserved © www.AuditGen.com
Agent	
  ConfiguraFon	
  Manager:	
  	
  
Scheduling	
  Wizard	
  (1:	
  Select	
  Agents)	
  
Browse	
   and	
   select	
   agents	
   for	
   whom	
   you	
  
want	
  to	
  schedule	
  any	
  type	
  of	
  skill	
  changes	
  
NEW	
  !	
  
Browse	
   and	
   review	
   every	
  
Agent	
  Skills/Skill	
  levels	
  
All rights reserved © www.AuditGen.com
Agent	
  ConfiguraFon	
  Manager:	
  	
  
Scheduling	
  Wizard	
  (1:	
  Select	
  Agent	
  Groups)	
  
Browse	
  and	
  select	
  Agent	
  Groups	
  for	
  which	
  you	
  
want	
  to	
  schedule	
  any	
  type	
  of	
  skill	
  changes	
  
Browse	
  and	
  review	
  each	
  VAG	
  
skill	
  expression	
  
All rights reserved © www.AuditGen.com
Agent	
  ConfiguraFon	
  Manager:	
  	
  
Scheduling	
  Wizard	
  (2:	
  Select	
  Agent	
  Profiles)	
  
Select	
  an	
  Agent	
  profile	
  to	
  apply	
  :	
  	
  	
  
Capacity	
  rule,	
  Access	
  Groups	
  and	
  Skills/Skill	
  
levels	
  configured	
  in	
  the	
  selected	
  profile	
  
Move	
  agents	
  to	
  a	
  different	
  target	
  folder	
  
following	
  skill	
  changes	
  (opFonal)	
  
All rights reserved © www.AuditGen.com
Agent	
  ConfiguraFon	
  Manager:	
  	
  
Scheduling	
  Wizard	
  (2:	
  Select	
  Agent	
  Skills)	
  
Select	
  skill	
  level	
  	
  
(start/end/increment	
  	
  can	
  
be	
  adjusted	
  in	
  admin	
  area)	
  
Add/Delete/Update	
  skill	
  Select	
  skill	
  from	
  list	
  
Move	
  agents	
  to	
  a	
  different	
  target	
  folder	
  
following	
  skill	
  changes	
  (opFonal)	
  
All rights reserved © www.AuditGen.com
Agent	
  ConfiguraFon	
  Manager:	
  	
  
Scheduling	
  Wizard	
  (3:	
  Select	
  Schedule)	
  
•  Schedule	
  for	
  immediate	
  execuFon	
  
•  Schedule	
  job	
  once	
  
•  Schedule	
  job	
  based	
  on	
  custom	
  schedule	
  
NoFficaFon	
  of	
  job	
  result	
  
All rights reserved © www.AuditGen.com
Agent	
  ConfiguraFon	
  Manager:	
  	
  
Scheduling	
  Wizard	
  (4:	
  Schedule	
  Job)	
  
Review	
  your	
  configured	
  job	
  before	
  validaFng	
  
the	
  selected	
  execuFon	
  schedule	
  
All rights reserved © www.AuditGen.com
Agent	
  ConfiguraFon	
  Manager:	
  :	
  Job	
  Repor'ng	
  
Slider	
   to	
   control	
   the	
   number	
   of	
  
displayed	
  records	
  
Search	
  panel	
  to	
  filter	
  planned	
  	
  job	
  
record	
  history	
  
Job	
   status	
   idenFfied	
   by	
   color.	
  
Planned	
  jobs	
  can	
  be	
  cancelled	
  
Refresh	
   &	
   Export	
   report	
   to	
   MS	
  
Word	
  &	
  Excel	
  
Click	
  on	
  ‘view	
  details’	
  link	
  to	
  display	
  
for	
  every	
  planned	
  job:	
  
•  Type	
  of	
  change	
  
•  Skill	
  changed/added/deleted	
  
•  Skill	
  level	
  
Click	
  on	
  ‘view	
  details’	
  link	
  to	
  display	
  
for	
  every	
  planned	
  job:	
  
•  List	
  of	
  selected	
  &	
  updated	
  agents	
  
All rights reserved © www.AuditGen.com
Agent	
  ConfiguraFon	
  Manager:	
  :	
  Job	
  calendar	
  view	
  
More	
  than	
  what	
  you	
  get	
  in	
  any	
  MS	
  
outlook	
  type	
  calendar:	
  	
  
click	
  to	
  View	
  job	
  info	
  details	
  in	
  the	
  
«	
  Event	
  details	
  »	
  panel	
  
«	
  Job	
  Info	
  »	
  tab	
  showing:	
  
-­‐Recurrenc	
  type	
  
-­‐When	
  was	
  the	
  job	
  planned	
  
-­‐When	
  was	
  the	
  job	
  executed	
  
-­‐Who	
  has	
  planned/executed	
  the	
  job	
  
Jobs	
   highlighted	
   in	
   colors	
   allaowing	
   to	
  
easily	
  spot	
  their	
  current	
  status	
  
«	
  Job	
  Details	
  »	
  tab	
  displays:	
  
•  List	
  of	
  all	
  impacted	
  agents	
  	
  
•  List	
  of	
  planned	
  skill	
  changes	
  
Agent	
  Profile	
  data	
  tabs	
  
All rights reserved © www.AuditGen.com
Audit	
  Trail	
  Journal:	
  Tracking	
  Configura'on	
  changes	
  
Once	
   any	
   job	
   is	
   executed,	
   the	
   changes	
   will	
   be	
   tracked	
   and	
   displayed	
  
within	
  the	
  AuditGen	
  «	
  Audit	
  trail	
  Journal	
  »	
  
AddiFons,	
   deleFons	
   and	
   updates	
  
are	
   tracked	
   for	
   each	
   agent	
   and	
  
displayed	
   in	
   custom	
   colors	
   (user	
  
preferences)	
  
A	
   record	
   is	
   generated	
   for	
   every	
  
agent	
   and	
   displays	
   details	
   of	
   all	
  
simultaneous	
  skill	
  changes	
  
Display	
   all	
   skills	
   or	
   only	
   changed	
  
skills/skill	
  levels	
  
Previous	
  value	
  in	
  each	
  field’s	
  toolFp	
  
All rights reserved © www.AuditGen.com
Audit	
  Trail	
  Journal:	
  Rolling	
  back	
  skill	
  changes	
  
Individual	
   skill	
   changes	
   can	
  
be	
   rolled	
   back	
   for	
   every	
  
agent	
  with	
  one	
  simple	
  click	
  
Genesys	
  Object	
  specific	
  tabs	
  
AuditGen	
  specific	
  tabs	
  	
  
Audit	
  Trail:	
  object	
  change	
  history	
  
Notes:	
  fully	
  featured	
  text	
  editor	
  
OpraFon	
   type	
   (deleFon,	
  
update,	
  addiFon)	
  
Current	
  value	
  
Previous	
  value	
  
•  Access	
  to	
  all	
  configuraFon	
  change	
  details	
  is	
  within	
  context.	
  
•  No	
  need	
  to	
  navigate	
  away	
  or	
  back	
  and	
  forth	
  between	
  reports	
  
Change	
  summary	
  tab	
  
All rights reserved © www.AuditGen.com
Agent	
  ConfiguraFon	
  Manager:	
  :	
  Email	
  No'fica'on	
  
When	
   users	
   choose	
   to	
   be	
   noFfied	
   of	
   job	
  
results,	
  this	
  is	
  a	
  sample	
  email	
  type	
  they’d	
  	
  get	
  
(not	
  just	
  a	
  URL	
  link	
  they	
  may	
  not	
  be	
  able	
  to	
  access	
  
when	
  outside	
  of	
  	
  company’s	
  secure	
  network).	
  
AuditGen	
  has	
  the	
  intelligence	
  to	
  only	
  execute	
  
planned	
   jobs	
   aNer	
   checking	
   current	
  
configuraFon:	
  A	
  configuraFon	
  update	
  is	
  only	
  
executed	
   when	
   the	
   current	
   agent	
   skill/skill	
  
level	
  does	
  not	
  match	
  with	
  the	
  planned	
  acFon	
  
(updated/added/deleted	
  skill	
  or	
  skill	
  level)	
  	
  
List	
  of	
  impacted	
  agents	
  	
  
(configured	
  in	
  your	
  scheduled	
  job)	
  
List	
   of	
   skills/skill	
   levels	
   &	
   change	
  
type	
   applied	
   to	
   the	
   selected	
  
agents	
  for	
  the	
  scheduled	
  job	
  
Status	
  of	
  your	
  scheduled	
  job	
  
Job	
  name	
  and	
  Start/End	
  Fme	
  of	
  its	
  
execuFon	
  
All rights reserved © www.AuditGen.com
Agent	
  ConfiguraFon	
  Manager:	
  :	
  	
  Scheduled	
  Jobs	
  Report	
  
Select	
  your	
  aggregaFon	
  interval	
  
and	
  dynamically	
  generate	
  your	
  
consolidate	
   report	
   of	
   all	
  
scheduled	
  jobs	
  	
  
All	
   AuditGen	
   reports	
   can	
   be	
  
exported	
   into	
   MS	
   Excel	
   and	
  
Word	
   then	
   printed	
   to	
   PDF	
   or	
  
sent	
  to	
  any	
  other	
  printer	
  driver	
  
Search	
   panel	
   to	
   filter	
   planned/	
  
executed	
  	
  job	
  history	
  
All rights reserved © www.AuditGen.com
Cross	
   browser	
   compaFble	
  
dynamic	
  charts	
  
Agent	
  ConfiguraFon	
  Manager:	
  :	
  Scheduled	
  Jobs	
  Chart	
  
Select	
   your	
   aggregaFon	
   interval	
   and	
  
dynamically	
  generate	
  your	
  consolidated	
  
chart	
  of	
  all	
  scheduled	
  jobs	
  	
  
Job	
  status:	
  hide/unhide	
  series	
  by	
  clicking	
  
on	
   the	
   corresponding	
   icon	
   in	
   the	
   chart	
  
legend	
  
Search	
  panel	
  to	
  filter	
  planned/
executed	
  	
  job	
  history	
  
All rights reserved © www.AuditGen.com
Questions	
  
	
  
Please	
  send	
  your	
  quesFons	
  to	
  
support@auditgen.com	
  	
  

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AuditGen: Agent Configuration Manager

  • 1. All rights reserved © www.AuditGen.com “The  ul'mate  solu'on  for     the  Technical  and  Opera'onal    Audit     of  your  Genesys  Contact  Centre  pla9orm”   It’s  all  about  opera.ng  your  contact  Centre  pla4orm   more  efficiently!   AuditGen  is  more  than  just  a  solu'on  for   configura'on  audit  trail  !  
  • 2. All rights reserved © www.AuditGen.com Configura'on  scheduling:  Benefits  &  ROI     AuditGen  vs  other  tools:  Scheduled  bulk  provisioning   Agent  Configura'on  Manager:  Overview   Agent  Configura'on  Manager:  Agent  Profiles   Agent  Configura'on  Manager:  Scheduling  jobs     Agent  Configura'on  Manager:  Skills  &  Skill  Profiles   Agent  Configura'on  Manager:  Job  details  report   Agent  Configura'on  Manager:  Job  calendar  view   Audit  Trail  Journal:  Tracking  skill  changes   Audit  Trail  Journal:  Rolling  back  skill  changes     Agent  Configura'on  Manager:  Email  noFficaFon   Agent  Configura'on  Manager:  Scheduled  jobs  report   Agent  Configura'on  Manager:  Scheduled  jobs  chart   AuditGen  ACM:  Agent  Configura'on  Manager   “AuditGen  provides  unique  configura8on  scheduling  capabili8es”  
  • 3. All rights reserved © www.AuditGen.com ConfiguraFon  Scheduling:  Benefits  &  ROI   •  Lack   of   controlled   real-­‐Fme   agent   provisioning  capabiliFes.   •  Lack   of   a   consolidated   view   of   changes   planned  by  other  teams.   •  Agent   changes   planned   out   of   hours   are   constraining  and  and  incur  higher  costs.   •  Agent   changes   done   during   working   hours   are  constraining  for  other  adhoc  acFviFes.   •  Valuable   Fme   is   wasted   in   generaFng   and   consolidaFng  skill  change  reports.   •  Lack   of   Fmely   visibility   of   planned   skill   and   other   agent   changes   as   these   are   only   available  aNer  they  are  executed.   •  Lack  of  real  Fme  and  automated  noFficaFon   of  any  Agent  configuraFon  changes.   •  Automated,   real-­‐Fme   controlled   and   flexible   provisioning  of  agent  configuraFon.   •  Web  access  to  all  planned  agent  changes  can  be   shared  among  supervisors  &  managers.   •  UnaKended   and   fully   automated   execu'on   of   any  planned  agent  changes  out  of  hours.   •  Agent  Skills  &  other    changes  can  be  planned  and   executed   during   working   hours   with   No   'me   constraints.   •  Time  savings  as  consolidated  skill  change  reports   are   available   for   both   real   Fme   &   aggregated   historical  Fme  periods.   •  Real-­‐'me  repor'ng  and  tracking  of  planned  jobs   as  well  as  executed  Agent  changes.   •  Personal  no'fica'on  with  the  details  and  result   of  every  planned  job.     Contact  Centers  without  Agent  scheduling  capabili'es       Contact  Centers  with  Agent  scheduling  capabili'es    
  • 4. All rights reserved © www.AuditGen.com •  AuditGen  allows  immediate  or  deferred  as  well   as   single   or   recurrent   agent   configura'on   changes  through  its  scheduling  capabiliFes.   •  AuditGen   has   a   built-­‐in   intelligent   throKling   mechanism   that   checks   and   compares     the   current  configura'on  server  CPU  load  against  a   tolerated   max   threshold   beyond   which   planned  skill  changes  are  delayed.   •  AuditGen   checks   every   agent’s   current   configura'on   (i.e   skill   set)   before   execu'ng   any  planned  changes.     •  AuditGen  provides  agent  provisioning    funcFon   through  its  role  based  web  applicaFon.     •  Skill   level   start,   end   and   increments   can   be   customised   for   each   user   group   through   AuditGen’s  admin  area.     AuditGen  vs.  Other  tools:     Scheduled  bulk  Provisioning   •  No   other   tool   currently   provides   agent   configura'on  scheduling  capabiliFes.   •  Other   tools   only   check   that   X   number   of   changes  are  done  within  Y  minutes,  which   does   not   prevent   potenFal   impacts   on   performance   as   these   tools   operate   without   considering   the   current   load   of   Genesys  configuraFon  server.   •  Other   tools   apply   changes   without   prior   verifica'on  of  agent  skills/skill  levels.   •  Bulk   agent   skill   or   other   configuraFon   changes   consist   in   manual   injec'on   of   configuraFon  files  without  a  web  based  tool   (separate  thick  client).   •  CustomisaFon  is  only  done  through  manual   changes  to  configuraFon  files  and  reloading   these.   AuditGen’s  scheduled  bulk  provisioning   Other  tool’s  bulk  provisioning  
  • 5. All rights reserved © www.AuditGen.com •  Search   and   filter   agents   based   on   tenant,   groups,   skills   and   agent   aXributes.   •  Browse   filtered   agents   and   their   corresponding   current   skills   then   select  agents  to  be  updated.   •  Apply  a  agent  profile  or  select  skills/ skill   levels   to   be   added,   updated   or   deleted  (*)   •  Define   job   details:   name,   type,   frequency  and  required  noFficaFon.   Detailed  skill  change  report  in  table  format   consolidaFng   the   list   of   all   jobs,   status,   planned  and  execuFon  Fmes     Outlook  style  calendar  showing  all  planned   and   executed   jobs   including   impacted   agents  and  details  of  skill  changes  for  every   in  the  calendar   Historical  report  with  dynamic  aggregaFon   capabiliFes  for  detailed  trend  analysis   Historical   chart   with   dynamic   aggregaFon   and   zoom   capabiliFes   for   visual   trend   analysis   Schedule  agent  skill  changes  in  4  easy  steps   Track  planned  skill  changes  in  4  different  ways   1   2   3   4   1   2   3   4   Agent  ConfguraFon  Manager:  Overview   (*)  Note:  In  the  admin  area,  enFtled  users  can  define  the  min,  max  as  well  as  skill  level  increment  
  • 6. All rights reserved © www.AuditGen.com Agent  ConfguraFon  Manager:  Agent  Profiles   •  Preconfigure  agent  profiles  to  be  applied  to  any  selected  number  of  agents     •  Agent  profiles  can  contain  either  of  the  3  configuraFon  elements:   •  Capacity  Rule:   •  Skills/Skill  levels   •  Access  Groups     •  Agent  profiles  do  not  have  to  include  all  above  3  configuraFon  elements  and  can  for   example  only  have  skills  or  capacity  rule  configued  in  it.     •  Agent  profiles  represent  a  set  of  configuraFon  combining  any  of  the  3  elements   (capacity  rule,  access  groups,  skills)  that  can  be  applied  to  agents  without  having  to   add/delete/update  individual  configuraFon  lements  every  Fme.     •  Assigning  a  skill  profile  to  an  agent  removes  all  exisFng  skills  and  adds  only  the  skills   and/or  access  groups  and/or  capacity  rule    defined  in  the  profile   NEW  !  
  • 7. All rights reserved © www.AuditGen.com Agent  ConfguraFon  Manager:  :  Agent  Profiles   Select  tenant   Display  configura'on   elements   3   4   List  of  available  skill  profiles   1   Select  capacity  rule   5   Select  skills/     skill  levels   6   Select  Access   Groups   7   Add/remove  item   Select  skill  level  (start/ end  /  increment    can  be   adjusted  in  admin  area)   Profile  name  &  descrip'on   2  
  • 8. All rights reserved © www.AuditGen.com Agent  ConfiguraFon  Manager:     Scheduling  Wizard  (1:  Select  Agents)   Browse   and   select   agents   for   whom   you   want  to  schedule  any  type  of  skill  changes   NEW  !   Browse   and   review   every   Agent  Skills/Skill  levels  
  • 9. All rights reserved © www.AuditGen.com Agent  ConfiguraFon  Manager:     Scheduling  Wizard  (1:  Select  Agent  Groups)   Browse  and  select  Agent  Groups  for  which  you   want  to  schedule  any  type  of  skill  changes   Browse  and  review  each  VAG   skill  expression  
  • 10. All rights reserved © www.AuditGen.com Agent  ConfiguraFon  Manager:     Scheduling  Wizard  (2:  Select  Agent  Profiles)   Select  an  Agent  profile  to  apply  :       Capacity  rule,  Access  Groups  and  Skills/Skill   levels  configured  in  the  selected  profile   Move  agents  to  a  different  target  folder   following  skill  changes  (opFonal)  
  • 11. All rights reserved © www.AuditGen.com Agent  ConfiguraFon  Manager:     Scheduling  Wizard  (2:  Select  Agent  Skills)   Select  skill  level     (start/end/increment    can   be  adjusted  in  admin  area)   Add/Delete/Update  skill  Select  skill  from  list   Move  agents  to  a  different  target  folder   following  skill  changes  (opFonal)  
  • 12. All rights reserved © www.AuditGen.com Agent  ConfiguraFon  Manager:     Scheduling  Wizard  (3:  Select  Schedule)   •  Schedule  for  immediate  execuFon   •  Schedule  job  once   •  Schedule  job  based  on  custom  schedule   NoFficaFon  of  job  result  
  • 13. All rights reserved © www.AuditGen.com Agent  ConfiguraFon  Manager:     Scheduling  Wizard  (4:  Schedule  Job)   Review  your  configured  job  before  validaFng   the  selected  execuFon  schedule  
  • 14. All rights reserved © www.AuditGen.com Agent  ConfiguraFon  Manager:  :  Job  Repor'ng   Slider   to   control   the   number   of   displayed  records   Search  panel  to  filter  planned    job   record  history   Job   status   idenFfied   by   color.   Planned  jobs  can  be  cancelled   Refresh   &   Export   report   to   MS   Word  &  Excel   Click  on  ‘view  details’  link  to  display   for  every  planned  job:   •  Type  of  change   •  Skill  changed/added/deleted   •  Skill  level   Click  on  ‘view  details’  link  to  display   for  every  planned  job:   •  List  of  selected  &  updated  agents  
  • 15. All rights reserved © www.AuditGen.com Agent  ConfiguraFon  Manager:  :  Job  calendar  view   More  than  what  you  get  in  any  MS   outlook  type  calendar:     click  to  View  job  info  details  in  the   «  Event  details  »  panel   «  Job  Info  »  tab  showing:   -­‐Recurrenc  type   -­‐When  was  the  job  planned   -­‐When  was  the  job  executed   -­‐Who  has  planned/executed  the  job   Jobs   highlighted   in   colors   allaowing   to   easily  spot  their  current  status   «  Job  Details  »  tab  displays:   •  List  of  all  impacted  agents     •  List  of  planned  skill  changes   Agent  Profile  data  tabs  
  • 16. All rights reserved © www.AuditGen.com Audit  Trail  Journal:  Tracking  Configura'on  changes   Once   any   job   is   executed,   the   changes   will   be   tracked   and   displayed   within  the  AuditGen  «  Audit  trail  Journal  »   AddiFons,   deleFons   and   updates   are   tracked   for   each   agent   and   displayed   in   custom   colors   (user   preferences)   A   record   is   generated   for   every   agent   and   displays   details   of   all   simultaneous  skill  changes   Display   all   skills   or   only   changed   skills/skill  levels   Previous  value  in  each  field’s  toolFp  
  • 17. All rights reserved © www.AuditGen.com Audit  Trail  Journal:  Rolling  back  skill  changes   Individual   skill   changes   can   be   rolled   back   for   every   agent  with  one  simple  click   Genesys  Object  specific  tabs   AuditGen  specific  tabs     Audit  Trail:  object  change  history   Notes:  fully  featured  text  editor   OpraFon   type   (deleFon,   update,  addiFon)   Current  value   Previous  value   •  Access  to  all  configuraFon  change  details  is  within  context.   •  No  need  to  navigate  away  or  back  and  forth  between  reports   Change  summary  tab  
  • 18. All rights reserved © www.AuditGen.com Agent  ConfiguraFon  Manager:  :  Email  No'fica'on   When   users   choose   to   be   noFfied   of   job   results,  this  is  a  sample  email  type  they’d    get   (not  just  a  URL  link  they  may  not  be  able  to  access   when  outside  of    company’s  secure  network).   AuditGen  has  the  intelligence  to  only  execute   planned   jobs   aNer   checking   current   configuraFon:  A  configuraFon  update  is  only   executed   when   the   current   agent   skill/skill   level  does  not  match  with  the  planned  acFon   (updated/added/deleted  skill  or  skill  level)     List  of  impacted  agents     (configured  in  your  scheduled  job)   List   of   skills/skill   levels   &   change   type   applied   to   the   selected   agents  for  the  scheduled  job   Status  of  your  scheduled  job   Job  name  and  Start/End  Fme  of  its   execuFon  
  • 19. All rights reserved © www.AuditGen.com Agent  ConfiguraFon  Manager:  :    Scheduled  Jobs  Report   Select  your  aggregaFon  interval   and  dynamically  generate  your   consolidate   report   of   all   scheduled  jobs     All   AuditGen   reports   can   be   exported   into   MS   Excel   and   Word   then   printed   to   PDF   or   sent  to  any  other  printer  driver   Search   panel   to   filter   planned/   executed    job  history  
  • 20. All rights reserved © www.AuditGen.com Cross   browser   compaFble   dynamic  charts   Agent  ConfiguraFon  Manager:  :  Scheduled  Jobs  Chart   Select   your   aggregaFon   interval   and   dynamically  generate  your  consolidated   chart  of  all  scheduled  jobs     Job  status:  hide/unhide  series  by  clicking   on   the   corresponding   icon   in   the   chart   legend   Search  panel  to  filter  planned/ executed    job  history  
  • 21. All rights reserved © www.AuditGen.com Questions     Please  send  your  quesFons  to   support@auditgen.com