Find Your Biggest Opportunities.
Know Where to Act First.

Most contact centers have 15–30% of their workforce management potential untapped. The WAYS WFM Performance Audit identifies exactly where — and quantifies what fixing it is worth.

Request Your WFM Audit
WFM PERFORMANCE
AUDIT
500+ Contact Centers Assessed
$6M Recovered in 4 Months
2–4 Wks From Kickoff to Readout
15% Avg. Labor Cost Reduction
Who This Is For

Whether you're closing budget gaps or benchmarking against best-in-class, the audit gives you the answers.

The WAYS WFM Performance Audit is designed for any leader who wants to understand where they have the biggest opportunities to drive meaningful improvements — and in what order to pursue them.

You may already suspect something is off. Or things may look fine on the surface but the numbers don't add up. Either way, the audit gives you a clear picture of where you stand and exactly what to do next.

  • Forecast accuracy is debated rather than acted on
  • Schedules exist but don't reflect actual demand
  • SLA performance is inconsistent without a clear reason
  • Reporting is high-level and doesn't drive decisions
  • No one owns the gap between planned and actual
  • WFM technology is underutilized or misconfigured

Typically Requested By

Leaders who are accountable for contact center performance, labor spend, or service delivery — and who need a clear, independent view of where WFM is and isn't working.

VP of Operations COO SVP Contact Center Director of WFM CFO PE Operating Partner Head of CX
What We Assess

Eight Dimensions. Zero Blind Spots.

The audit examines every layer of your WFM environment — from how demand is forecasted to how performance is measured and owned.

01

Forecasting

Methodology, accuracy, interval-level precision, business driver alignment, and the gap between planned and actual volume.

02

Scheduling

Schedule build process, alignment to forecast, shrinkage modeling, skills coverage, and scheduling efficiency.

03

Real-Time Management

Intraday protocols, adherence management, escalation logic, queue oversight, and interval-level response capability.

04

Technology Utilization

WFM platform configuration, feature adoption, system integration, and whether your technology investment is being fully leveraged.

05

Governance & Ownership

Decision rights, RACI clarity, cadence structure, accountability framework, and who owns outcomes versus who owns activity. For organizations with BPO partners, includes vendor management operations — oversight structure, performance accountability, and the governance layer between client and outsourcer.

06

Staffing Model Structure

Capacity planning methodology, headcount modeling accuracy, shrinkage gross-up approach, and hiring and training pipeline alignment.

07

KPI Design & Management

Whether the right metrics are tracked, how they cascade from strategic to operational, and whether KPIs drive decisions or just document them.

08

Reporting

Reporting cadence, audience alignment, data integrity, executive visibility, and whether reports create action or just record history.

How It Works

From Kickoff to Readout in 2–4 Weeks

The audit is structured to minimize disruption to your operation while delivering a complete picture of where you stand.

1

Kickoff & Scoping

We align on your environment, headcount, LOBs, channels, and the specific outcomes you need from the engagement.

Week 1
2

Interviews & Data Access

We conduct structured interviews with your WFM team and operations leaders, and review your datasets, operating documents, and system configuration.

Week 1–2
3

Analysis & Scoring

We assess all eight dimensions, score current-state maturity, and build your prioritized opportunity map with associated ROI estimates.

Week 2–3
4

Executive Readout

We deliver findings in a structured readout — written report, scored assessment, prioritized roadmap, and executive presentation — with recommendations ranked by impact and feasibility.

Week 3–4
What You Receive

Four Deliverables. One Clear Picture.

Every audit produces the same complete package — designed to be understood and acted on at every level of your organization.

📋

Written Findings Report

A comprehensive document covering observations, root causes, and evidence across all eight assessment dimensions. Built for internal distribution and future reference.

📊

Scored Assessment

A maturity score for each dimension giving you a clear baseline — where you are today, relative to what best-in-class looks like across 500+ environments.

💰

Prioritized Opportunity List with ROI Estimates

Every identified opportunity ranked by impact and feasibility, with estimated financial value attached — so leadership can make resource decisions grounded in numbers, not instinct.

🎯

Executive Readout Presentation

A structured presentation built for your leadership team — translating WFM findings into financial and operational language that drives decisions at the executive level.

After the Audit

You'll Know Exactly What to Fix First.

The audit ends with a prioritized roadmap — not a list of everything that could be improved, but a ranked sequence of what will move the needle fastest given your specific environment.

Once the audit is complete, WAYS will help you understand which opportunities are worth pursuing immediately versus over time. If you decide to move forward on implementation, WAYS can help execute the solutions — building the tools, governance structures, and operating frameworks that turn identified opportunities into realized results. You're never left with a report and no path forward.

There is no obligation to engage beyond the audit. But most clients do — because the findings make the next step obvious.

Get Started

Request Your WFM Performance Audit

Tell us a bit about your operation and we'll be in touch within one business day to discuss scope, timeline, and fit.