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Skills-based routing

Skills-based routing is a science topic covered in the lgStudy science library. This page brings together a partial reference excerpt, illustrations, worked examples, real-world applications and a short study plan, so you can understand Skills-based routing rather than just read about it. In short: Skills-based routing (SBR), or skills-based call routing, is a call-assignment strategy used in call centres to assign incoming calls to the most suitable agent, instead of simply choosing the next available agent. It is an enhancement to the automatic call distributor (ACD) systems found in most call centres.

Key takeaways

  • Skills-based routing belongs to science; place it in that map before memorising details.
  • Learn the definition first, then one example that makes the definition concrete.
  • Connect Skills-based routing to a quantity you can measure, compute or draw — that is where exam questions come from.
  • Reproduce the core statement of Skills-based routing from memory before moving on to harder problems.

Reference excerpt

Skills-based routing (SBR), or skills-based call routing, is a call-assignment strategy used in call centres to assign incoming calls to the most suitable agent, instead of simply choosing the next available agent. It is an enhancement to the automatic call distributor (ACD) systems found in most call centres. The need for skills-based routing has arisen as call centres have become larger and dealt with a wider variety of call types. In the past, agents answering calls were generally able to be assigned to only one queue taking one type of call. This meant that agents who could deal with a range of call types had to be manually reassigned to different queue at different times of the day to make the best use of their skills, or face being exposed to a wide variety of calls for which they were not trained. With skills-based routing, the skills needed for a particular call are often assessed by the dialled telephone number and the calling number or caller's identity, as well as choices made in any associated IVR system. Given this assessment, a skills-based routing system then attempts to match the call to a suitably trained agent—the thinking being that an agent with matching skills will be able to provide a better service than one who does not. As a consequence, the separate large queues that were characteristic of the ACD-driven call centre have disappeared. Instead, each caller seems to have their own waiting area that they may share with only one or two others. Instead of being served in the order of their arrival, calls are served as agents with appropriate skills become available. Manufacturers claim that this technology improves customer service, shortens call-handling time, makes training shorter and easier, and thus increases agent utilisation, productivity, and, hence, revenue. Skills-based routing has thus become a major selling point, over the simpler ACD that it replaces. However, independent analysts and consultants argue that the extra complexity of a skills-based routing system might not return the claimed benefits. They outline the difficulty of predetermining the needed skills and suggest that a poorly implemented skills-based routing system might result in poor service, because the wrong measures of service quality are being used. Theoretical work on skills-based routing system tends to be more limited, with researchers trying to identify suitable queueing theory and operations research models to represent the problems that are raised by skills-based routing systems. Some consider it a fruitful area of research. Others claim that the traditional queueing theory formula, such as Erlang-C, are no longer relevant for determining staff schedules, because they are inaccurate. They also imply that theoretical approaches will not be accurate, because of the complexity involved—arguing that simulation needs to be used instead. Although these claims need to be considered carefully, as it is argued also that the inaccuracies result from failing to understand the assumptions of the Erlang-C approach, instead of actual inaccuracy with the theory.

References

Bibliography Mandelbaum, Avishai Call Centers (Centres) Research Bibliography with Abstracts: Version 6. Faculty of Industrial Engineering and Management, Technion-Israel Institute of Technology. 23 December 2004. Accessed 16 June 2007.

Worked examples

Example 1 — a first encounter with Skills-based routing

Start with the simplest possible case. Write down what Skills-based routing claims or describes in one sentence, then invent the smallest concrete situation in which that sentence is true. In science, the smallest case is usually a single object, a single equation or a single measurement. Check that every symbol or term in your sentence has a meaning in that case.

Example 2 — changing one variable

Take the situation from Example 1 and change exactly one quantity: double it, halve it, or set it to zero. Predict what should happen to Skills-based routing before you calculate. Comparing your prediction with the result is the fastest way to find out whether you understand the idea or only the words.

Example 3 — an exam-style question

Typical questions about Skills-based routing ask you to (a) state it precisely, (b) apply it to given data, and (c) explain a limitation. Practise writing all three answers in under five minutes; the third part is what separates a full-mark answer from an average one.

Applications of Skills-based routing

In research
Skills-based routing appears in science research whenever the underlying quantities have to be modelled precisely. Papers usually cite it as a starting assumption and then explore where it breaks down.
In technology and industry
Engineering practice reuses Skills-based routing in design rules, simulations and safety margins. Knowing the idea lets you read a specification sheet and understand why the numbers look the way they do.
In the classroom
Skills-based routing is common in secondary-school and first-year university syllabi. It links to neighbouring topics Telemarketing, so understanding it makes those chapters shorter.
In everyday life
Look for Skills-based routing outside the textbook — in sport, cooking, traffic, electronics or the sky above you. An example you found yourself is remembered far longer than one you were given.
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How to study Skills-based routing in 20 minutes

  1. Read the reference excerpt below once, without taking notes.
  2. Close the page and write down what Skills-based routing means in your own words.
  3. Compare your version with the excerpt and mark what you missed.
  4. Work through the three examples above with pen and paper.
  5. Explain Skills-based routing out loud to somebody else — or to Teacher Smith in the lgStudy chat.

Frequently asked questions

What is Skills-based routing in simple terms?

Skills-based routing (SBR), or skills-based call routing, is a call-assignment strategy used in call centres to assign incoming calls to the most suitable agent, instead of simply choosing the next available agent. It is an enhancement to the automatic call distributor (ACD) systems found in most c…

Why does Skills-based routing matter?

Because it connects several science ideas at once: it gives you a definition you can apply, a quantity you can calculate, and a way to check whether a result is plausible.

How should I study Skills-based routing?

Read the excerpt, restate it from memory, then work through the examples and applications listed on this page. The five-step study plan above takes about twenty minutes.

What does this page cover?

It gives you a compact reference excerpt plus original lgStudy explanations, examples, applications and study material on Skills-based routing.

Tags

  • Telemarketing

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