Data Sheet

Cisco Unified Workforce Optimization for Cisco

Unified Contact Center Express 10.5
Product Overview
For many businesses, the contact center is a strategic connection point with customers. Each positive customer
experience supports corporate business objectives, such as increased sales and customer loyalty. But with the
daily pressure to satisfy customer demands, it can be a challenge to keep contact center people and processes
aligned with corporate business objectives - whether it is in sales performance or profitability. To manage these
expectations, it is the contact center supervisor who must deliver. It is the supervisor's job to balance the goals of
the business with the customer experience and agent behavior.

To help companies provide efficient, effective, customer-focused service in the contact center, supervisors must
have the tools they need to manage team performance. Cisco® Unified Workforce Optimization transforms the
supervisor experience, giving supervisors access to more data and more powerful tools in simplified and flexible
views so they are better equipped to lead their teams in delivering exceptional customer experiences (Figure 1).

Figure 1. Cisco Unified Workforce Optimization Personalized Performance Dashboard

Cisco Unified Workforce Optimization empowers supervisors with information in real time and gives them the tools
they need to evaluate and continually improve team performance and customer satisfaction. The suite design is
based on a powerful Web 2.0 framework, drawing on navigation and workflow techniques proven by the social web
to deliver a set of personalized applications that are intuitive, flexible, and simple to support.

© 2014 Cisco and/or its affiliates. All rights reserved. This document is Cisco Public Information. Page 1 of 11
 Features and Benefits
Cisco Unified Workforce Optimization applications include Call Recording and Quality Management and Workforce
Management software.

Cisco Unified Workforce Optimization Call Recording and Quality Management is a recording, compliance, and
evaluation solution for agent performance optimization and dispute resolution - architected to meet the unique
requirements of virtual contact centers. It is a simple and cost-effective call recording solution for contact centers
that value speed, scale, flexibility, and/or reliability in their solutions.

Call Recording enables recording of contact center agents and other IP telephony users to meet compliance
requirements or verification of business processes. At the same time, Quality Management helps monitor and
measure the contact center's contribution to overall business objectives. In addition, Call Recording and Quality
Management:

● Improves agent knowledge through evaluations and feedback

● Helps ensure customer satisfaction and loyalty
● Improves business process and performance
● Increases revenue and profitability
● Helps resolve disputes quickly and accurately
Cisco Unified Workforce Optimization Workforce Management allows contact centers to manage their human
capital resources. Managers can develop schedules for multiple sites, manage critical data and key performance
indicators (KPIs), and manage real-time adherence of agents to their schedules. Cisco Unified Workforce
Optimization Workforce Management software empowers contact center personnel to more easily and accurately
forecast for the unexpected, proactively analyze and adjust for daily realities, and make smarter decisions to
manage critical business resources to optimize service levels. In addition, Workforce Management:

● Provides consistent customer service levels and manages employee adherence

● Improves customer loyalty and increases revenue
● Delivers more efficient staff usage though effective scheduling
● Empowers agents to view their own performance metrics and self-serve for schedule requests
● Improves contact quality by pinpointing the need for training and maintaining or reducing labor costs

Call Recording and Quality Management

The Call Recording and Quality Management component of Cisco Unified Workforce Optimization is a highly
scalable voice and screen call recording and quality evaluation solution that supports agents, knowledge workers,
and supervisors at any location (Figure 2). Call Recording and Quality Management is available with any mix of the
three user license types:

● Call Recording: Enables 100-percent call recording of agents or knowledge workers for compliance and
transaction verification and includes on-demand recording and archiving; it also includes the search and
play application to find and play back recordings
● Quality Management: Provides audio call recording, quality evaluations, performance dashboard, and
reports
● Advanced Quality Management: Includes all of the Quality Management functions plus screen recording
during and after calls

© 2014 Cisco and/or its affiliates. All rights reserved. This document is Cisco Public Information. Page 2 of 11
 Figure 2. Cisco Unified Workforce Optimization Quality Management Contact Player

Key features include:

● Voice and screen recording

● Live voice and screen monitoring
● Workflow-based contact recording
● Configurable quality evaluation forms including points and percentage based scoring, section- and question-
level weighting, and unlimited number of sections and questions
● Up to 30 custom metadata fields, providing the ability to append important enterprise and customer data to
recordings for easy search and retrieval
● The ability to control recording for manual start, pause, resume and add metadata through Cisco Agent
Desktop, Cisco Finesse gadget or Calabrio recording control browser or IP phone applications
● The ability to export calls in bulk for compliance and transaction verification through the Calabrio Recording
Export application
● 100-percent voice recording for compliance and transaction verification
● Non-Agent or Knowledge worker recording
● The ability to evaluate, score, and report on the quality of customer interactions through any channel
(chat, email, social media, etc.)
● Evaluation calibration capabilities, enabling contact center managers to benchmark evaluators
● Configurable and graphical reporting
● Role-based alerts to streamline evaluation workflows
● Advanced search capabilities that let you locate recorded calls quickly and easily

© 2014 Cisco and/or its affiliates. All rights reserved. This document is Cisco Public Information. Page 3 of 11
 ● The ability to export recorded files in .wav or Windows media formats
● Web 2.0-based framework and user interface
● Ease of implementation and use
● Payment Card Industry (PCI) data security compliance
● System monitoring and notification utility that can alert through email or existing Simple Network
Management Protocol (SNMP)-based network monitoring solutions; also can match recording events to Call
Detail Records (CDRs)
● A real-time recording status application that provides peace of mind that lines are recording
● Multiple recording storage locations that help ensure reliability if a server failover occurs
● Recording service redundancy and load balancing to support fault tolerance
● Cisco Finesse® gadgets for recording control including Cisco MediaSense recording application
programming interface (API) to record, PCI pause, resume, delete, and metadata
● Hyperlink access to recordings, which allows access to the recordings right from the customer relationship
management (CRM) data base for playback and review
The Call Recording and Quality Management software supports five recording methods:

● Desktop recording: Software recording service executed on the recorded user's PC

● Server recording: Uses monitoring and recording services running on a server connected to a Switched Port
Analyzer (SPAN) port on the switch interconnecting the phones; the switch SPAN port replicates the IP
packets of the phone ports and forwards them to the monitoring service for possible recording based upon
computer-telephony-integration (CTI) events and the configured workflow
● Network-based recording: Uses a recording server that receives telephony packets directed to it from the
built-in bridge on the recorded user's IP phone under the direction of Cisco Unified Communications
Manager and controlled by the recording workflow on the recording server processing the user's CTI events
● Cisco MediaSense recording: Records through the Cisco MediaSense product and then transcodes,
encrypts, and uploads into the Call Recording and Quality Management system per the user's workflow
configuration
● Cisco CUBE Gateway Recording: MediaForking from CUBE to a Record Server then encrypts and uploads
into the Call Recording and Quality Management System per the user’s workflow configuration.
Cisco Unified Workforce Optimization Call Recording and Quality Management includes:

● Enhanced user experience for agent, supervisor, and evaluator roles

● A speech energy bar, including a timeline, visual comments, and metadata tagging, which speeds the
quality analysis process and provides additional context to evaluations
● Speech energy data for talk-over and silence, which allows evaluators to quickly flag potential customer
service concerns
● Agent hot desking or hoteling and extension mobility for nonagents, which frees a user from having to work
at a particular location or on a particular device

© 2014 Cisco and/or its affiliates. All rights reserved. This document is Cisco Public Information. Page 4 of 11
 For all recording types, transactions of interest are selected and processed if they meet established business
criteria:

● Supervisors review and score the transactions against critical performance metrics, creating initiatives for
quality improvements and training.
● Individual and team performance reports show trends that promote initiatives for quality improvement and
training at the team and agent levels.
● Real calls can be used to create best-practice training modules for an existing agent coaching system.
Together with Cisco Unified Workforce Optimization Workforce Management, the Call Recording and Quality
Management software streamlines the quality management process to help ensure that standards are being met
and training and improvements are implemented when required.

Workforce Management
Part of the complete Cisco suite of customer interaction and workforce optimization software, Workforce
Management provides the information supervisors need to schedule or forecast staffing to provide the highest level
of customer service and make short- or long-term adjustments as required to maintain service levels. Supervisors
can monitor intraday performance alongside schedules with the ability to easily adjust schedules by dragging and
dropping and viewing the impact to help manage staff to the day's challenges, allowing workforce management
specialists to concentrate on long-term, high-value analysis.

When the average contact center spends 65 percent of its budget on human capital resources, balanced staffing
can significantly influence customer service, customer satisfaction, efficiency, and costs. Yet workforce
management can be complex for many contact centers - particularly smaller centers that cannot afford high-end
packaged solutions.

Workforce Management offers simple integration; it is easy to learn and simple for managers and supervisors to
use.

Key features include:

● Forecasting and scheduling

● Real-time adherence management
● Agent access to schedules and shift trades
● Multiskill agent queuing
● An Agent Schedule view for supervisors, which provides agent and team schedules, adherence, and a
coverage view on a single, unified screen
● Drag-and-drop schedule editing, which allows supervisors to make quick and easy scheduling changes,
preview the effect on performance, and put the changes into production
● Project scheduling
● Shrinkage planning and intraday adjustment capabilities to match agent schedules to service-level goals
● User interface that is 100-percent web browser-based
● Role-based user dashboards, including widgets for supervisors to view the schedule, and adherence
tracking for a named agent or group of agents or the goal and actual service level for selected service
queues

© 2014 Cisco and/or its affiliates. All rights reserved. This document is Cisco Public Information. Page 5 of 11
 ● Ability to hyperlink to third-party applications (to support integration for training and e-learning, for example)
● Ability to delineate between noninteractive and interactive contact options for multichannel forecasting
● iCalendar feed, which allows agents to subscribe and publish the workforce management schedule to a
calendar of choice
● Updated user interface for Shrinkage, Adherence State Mapping, and Service Queue Group pages
● Browser support for Internet Explorer Versions 10 and 11
● Support for Windows 8.1
The Workforce Management component (Figure 3) of Cisco Unified Workforce Optimization is an excellent solution
for next-generation contact centers to:

● Accurately forecast contact volume and distribution based upon historical trends
● Schedule contact center personnel to meet target service levels based upon customized work-shift policies
● Manage contact service levels through intraday dashboards and real-time adherence views
● Apply unique business rules by channel type for multichannel contact center support

Figure 3. Workforce Management Agent Schedule View

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 System Requirements
Server Requirements
Tables 1 and 2 give the server requirements and specifications, respectively, for monitoring and recording services
based on the number of users, Table 3 lists the requirements of Cisco Unified Computing System (Cisco UCS),
and Table 4 lists the application server requirements for Cisco Unified Workforce Optimization Workforce
Management Server.

Table 1. Server Requirements for Monitoring and Recording Services for Cisco Unified Workforce Optimization Quality
Management

Operating System Specifications Large Server Medium Server Small Server

Windows 2008 Server Processor cores (Intel) 4 2 1
R2, Server 2012 or latera
64-bit Processor cores (AMD) 8 4 2
Processor cores 8 4 2
(VMware)

Minimum processor 2 GHz 2 GHz 2 GHz

speedb,c
Memory (GB) 8 4 4

Minimum input/output operations per second (IOPS) 143 143 143

Minimum System storage (GB) for operating system 40 40 40
and quality management

a.
Apply Microsoft Windows Server updates as recommended by Microsoft. Quality Management does not have Microsoft
dependencies.
b.
The minimum processor recommendations for Intel are Xeon Processor E3 family or later running above 2 GHz or Xeon
Processor 5502 and later. You must enable hyper threading for Intel processors.
c.
The minimum processor recommendation for AMD is Opteron Processor 3000 or later.

Table 2. Server Specifications for Monitoring and Recording Services for Cisco Unified Workforce Optimization Quality
Management Record Servers

Specifications Large Server Medium Server Small Server

a b b
Audio media file storage (GB) 125 100 100b
Concurrent users 300 125 50
Minimum IOPS 143 143 143

a.
The temporary recording location on a voice recording server (that is, the recordings folder) must be located on disk other than
the operating system disk where Quality Management is installed. Write caching on the disk where recordings are stored must
be enabled.
b.
Recording storage varies by use.

Table 3. Cisco UCS Servers OVA - Cisco Quality Management

Component Maximum Maximum Concurrent vCPU vRAM Minimum Minimum vDisk vNIC
Concurrent Record Server users IOPS Processor
Recording (Network, Server, Speed
Users (All Mediasense, Gateway
Recording Recording)
Types)
2 vCPU QM Base 125 25 2 4 143 2 GHz 1x40 GB 1
Server (single 1x146 GB
server)
(CR/QM/AQM)
4 vCPU QM Base 250 100 4 4 143 2 GHz 1x40 GB 1
Server (single 1x146 GB
server)
(CR/QM/AQM)

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 Component Maximum Maximum Concurrent vCPU vRAM Minimum Minimum vDisk vNIC
Concurrent Record Server users IOPS Processor
Recording (Network, Server, Speed
Users (All Mediasense, Gateway
Recording Recording)
Types)
6 vCPU QM Base 500 300 6 6 143 2 GHz 1x40 GB 1
Server (single 1x146 GB
server)
(CR/QM/AQM)
Off board Record
Servers
4 vCPU QM n/a 125 4 4 143 2 GHz 1x40 GB 1
Recording Server 1x146 GB
(CR/QM/AQM)
6 vCPU QM n/a 300 6 6 143 2 GHz 1x40 GB 1
Recording Server 1x146 GB
(CR/QM/AQM)

1
Concurrent user counts greater than 500 require a separate, external server to host Microsoft SQL; for concurrent user counts
greater than 1000, the Microsoft SQL server must have 8 GB and be 64-bit.

2
Recording servers require 0.5 GB for voice or 1.0 GB for voice and screen storage capacity per recorded user for caching daily
recordings.

OVA Template Details:

● 2 vCPU QM Base Server VM Configuration:

◦ Capacities for 10.0(1) & 10.5
◦ 500 named Users for voice and screen recording
◦ 125 maximum concurrent agent recordings (up to 25 can be using record server)
◦ 25 maximum number of concurrent agents (voice only) using Mediasense, Server Recording, Network
Recording or Gateway Recording)
◦ Multiple vDisks are used as follows:
◦ vDisk 1 = 40 GB Minimum Operating system, Cisco Unified Contact Center Express WFO QM binaries,
SQL Server SQL Server Data files
◦ vDisk 2 = 146 GB Cisco Unified Contact Center Express WFO QM recordings (Size may vary depending
upon usage), SQL Server, SQL Server Data Files (Recommended)

● 4 vCPU QM Base Server VM Configuration:

◦ Capacities for 10.0(1) & 10.5
◦ 1000 named Users for voice and screen recording
◦ 250 maximum concurrent agent recordings (up to 100 can be using record server)
◦ 100 maximum number of concurrent agents (voice only) using Mediasense, Server Recording, Network
Recording or Gateway Recording)
◦ Multiple vDisks are used as follows:
◦ vDisk 1 = 40 GB Minimum Operating system, Cisco Unified Contact Center Express WFO QM binaries,
SQL Server SQL Server Data files
◦ vDisk 2 = 146 GB Cisco Unified Contact Center Express WFO QM recordings (Size may vary depending
upon usage), SQL Server, SQL Server Data Files (Recommended)

© 2014 Cisco and/or its affiliates. All rights reserved. This document is Cisco Public Information. Page 8 of 11
 ● 6 vCPU QM Base Server VM Configuration:
◦ Available for 10.0(1) & 10.5
◦ 2000 named Users for voice and screen recording
◦ 500 maximum concurrent agent recordings (up to 300 can be using record server)
◦ 300 maximum number of concurrent agents (voice only) using Mediasense, Server Recording, Network
Recording or Gateway Recording)
◦ Multiple vDisks are used as follows:
◦ vDisk 1 = 40 GB Minimum Operating system, Cisco Unified Contact Center Express WFO QM binaries,
SQL Server SQL Server Data files
◦ vDisk 2 = 146 GB Cisco Unified Contact Center Express WFO QM recordings (Size may vary depending
upon usage), SQL Server, SQL Server Data Files (Recommended)

● 4 vCPU Recording Server VM Configuration:

◦ Available for 10.0(1) & 10.5
◦ 125 concurrent voice recordings for Server (SPAN), Network, Mediasense and Gateway Recording
◦ Multiple vDisks are used as follows:
◦ vDisk 1 = 40 GB Minimum Operating system, Cisco Unified Contact Center Express WFO QM recording
service binaries
◦ vDisk 2 = 146 GB Cisco Unified Contact Center Express WFO QM recordings storage
● 6 vCPU Recording Server VM Configuration:
◦ Available for 10.0(1) & 10.5
◦ 300 concurrent voice recordings for Server (SPAN), Network, Mediasense and Gateway Recording
◦ Multiple vDisks are used as follows:
◦ vDisk 1 = 40 GB Minimum Operating system, Cisco Unified Contact Center Express WFO QM recording
service binaries
◦ vDisk 2 = 146 GB Cisco Unified Contact Center Express WFO QM recordings storage

Table 4. Application Server Requirements for Cisco Unified Workforce Optimization Workforce Management Server

Workforce Management Server Capacities Cisco UCS OVA

Processor cores 2 4 2 vCPU
Memory 8 GB 8 GB 8 GB

System storage 250 GB 250 GB 250 GB

Workforce Management: Single-Server Configuration
Maximum number of named users 450 900 450

Maximum number of concurrent agents users 150 300 150

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 The application server software requirements for Cisco Unified Workforce Optimization Workforce Management,
Call Recording, and Quality Management follow:

● Operating system options:

◦ Windows Sever 2008, 64-bit
● Database options:
◦ Microsoft SQL Server 2008 Express, Standard, or Enterprise Edition based on number of recordings
◦ Microsoft SQL Server 2005
● Hosting options:
◦ Physical server
◦ Virtual server Cisco UCS with VMware ESX or ESXi Server

Quality Management PC Requirements

Table 5 outlines client PC requirements for the Quality Management component of Cisco Unified Workforce
Optimization.

Table 5. Call Recording and Quality Management Minimum Client Requirements

Component Processor Memory

Applications plus voice and/or screen recording 2.0 GHz 2.0 GB

Ordering Information
Cisco field and partners can consult the ordering guide for a full list of part numbers and detailed ordering
instructions at:
http://www.cisco.com/web/partners/downloads/partner/WWChannels/technology/ipc/downloads/CCBU_ordering_g
uide.pdf.

Cisco Services
Adapt to market changes while increasing productivity, improving competitive advantage, and delivering a rich-
media experience across any workspace.

The combined strengths of Cisco and our partners provide a portfolio of services that can help you prepare your
infrastructure for future changes aligning to long-term business goals. Together we can create innovative, network-
centric architecture solutions that result in a scalable and responsive foundation that can help you realize the full
value of your IT and communication investment.

For more information about Cisco Unified Contact Center Services, please visit
http://www.cisco.com/go/uccservices.

For More Information

For more information about Cisco Unified Workforce Optimization, please visit
http://www.cisco.com/en/US/products/ps8293/index.html or contact your local Cisco account representative.

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Printed in USA C78-731911-00 06/14

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