corey s. mcfadden, managing partner corey s. mcfadden ... · jasper reports jasper reports ––...

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Corey S. McFadden, Managing Partner Corey S. McFadden, Managing Partner – Infradapt Infradapt www.infradapt.com www.infradapt.com – 800 800-394 394-2301 2301 Astricon 2009 Astricon 2009

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Page 1: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

Corey S. McFadden, Managing Partner Corey S. McFadden, Managing Partner –– InfradaptInfradaptwww.infradapt.com www.infradapt.com –– 800800--394394--23012301

Astricon 2009Astricon 2009

Page 2: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

IntroductionIntroductionIntroductionIntroduction

P l ll t ti i• Personal call center operations experience.

• Numerous professional contact center deployments.

About Infradapt – The Adaptive Infrastructure Company:

• Enterprise VoIP & Contact Center Solutions

• IT Infrastructure Outsourcing & Management• IT Infrastructure Outsourcing & Management

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 3: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

About InfradaptAbout InfradaptAbout InfradaptAbout Infradapt

“Lead The Managed Services Revolution”

“We are living in the midst of a shift in how businesses deal with information.… It’s no surprise to Philadelphia‐based Infradapt, a services provider that manages complete IT infrastructures for its customers.infrastructures for its customers. …Services providers, such as Infradapt, are coming up with creative ways to eliminate the burdens associated with IT allowing businesses to redirect their resourcesIT — allowing businesses to redirect their resources towards achieving business goals.”

Business Solutions, July 2007 Written by: Chris Loringer

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 4: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

Infradapt’s CustomersInfradapt’s CustomersInfradapt s CustomersInfradapt s Customers

• Banks• Healthcare• Pharma• Pharma• Universities• Financial ServicesFinancial Services• Manufacturing• Aerospace• Call Center Outsourcers

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 5: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

AgendaAgenda

• CDR vs. Contact Center Analytics?

• Typical Analytics RequestsTypical Analytics Requests

• “Off the shelf” Reporting Solutions

• Custom Analytics

• Jasper Reports How To• Jasper Reports How-To

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 6: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

CDR / AnalyticsCDR / AnalyticsCo

st

CDR

Complexity

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 7: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

CDR vs. Contact Center AnalyticsCDR vs. Contact Center Analytics

• CDR• “Call accounting” is the primary aim.g p y

• Calls by source, destination, trunk

• User accountability trackingUser accountability, tracking…

• Accounting codes can be used to capture additional detail.

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 8: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

CDR DataCDR Data

• http://www.areski.net/asterisk-stat-v2/

• Most popular Asterisk CDR reporting tool.

• Free and customizableFree and customizable.

• Enough data for some customers.

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 9: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

CDR Data: Productivity ReportingCDR Data: Productivity Reporting• Agents measured by calls placed

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 10: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

CDR Data: Staff OptimizationCDR Data: Staff Optimization• Call volume by day of the week.

Monday morning!

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 11: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

CDR Data: Capacity PlanningCDR Data: Capacity Planning• Determine busy day and hour.

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 12: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

CDR Data: Capacity PlanningCDR Data: Capacity Planning• Busy hour load is

44 call paths.

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 13: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

CDR Data SummaryCDR Data Summary

• Enough data for some customers. • 80/20 for SMB

• Painful for generating repetitive reports.

• Not good at illustrating call outcomes.Who is hanging up when/why?• Who is hanging up when/why?

• Which agent has the most sales/refusals?

• Not a true productivity measure.

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 14: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

CDR / AnalyticsCDR / AnalyticsCo

st

Contact Center Analytics Package

CDR

Complexity

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 15: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

Contact Center AnalyticsContact Center Analytics

• “Off the shelf” Analytics Packages

• QueueMetrics• Mature statistics package

A t i

• License: ~$850 USD (600 EUR) to $5,000+ USD

• Asternic• Free “Lite” Version

New offering from the creator of the Asterisk Flash Panel• License: ~$500 USD• New offering from the creator of the Asterisk Flash Panel.

• www asternic biz

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

www.asternic.biz

Page 16: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

QueueMetricsQueueMetrics -- AnalyticsAnalytics

• QueueMetrics Advantages• Mature and comprehensiveMature and comprehensive.

• Re-brandable• Good documentation and support.Good docu e a o a d suppo

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 17: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

QueueMetricsQueueMetrics -- AnalyticsAnalytics

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 18: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

QueueMetricsQueueMetrics -- AnalyticsAnalytics

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 19: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

QueueMetricsQueueMetrics -- AnalyticsAnalytics

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 20: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

QueueMetricsQueueMetrics -- AnalyticsAnalytics

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 21: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

QueueMetricsQueueMetrics -- AnalyticsAnalytics

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 22: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

Contact Center AnalyticsContact Center Analytics

• “Off the shelf” Analytics Packages

• QueueMetrics• Mature statistics package

• License: ~$750 USD +

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 23: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

AsternicAsternic –– AnalyticsAnalytics

• Asternic AdvantagesN t J• Not Java…

• Easy to use• Lower license cost.• Easy to use.

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 24: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

AsternicAsternic –– AnalyticsAnalytics

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 25: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

AsternicAsternic –– AnalyticsAnalytics

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 26: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

CDR / AnalyticsCDR / Analytics

Custom Analytics

Cost

Contact Center Analytics Package

CDR

Complexity

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 27: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

Custom AnalyticsCustom Analytics

• “Off the shelf” vs. Custom Analytics...• 80/20 Rule

• QueueMetrics / Asternic provide good data.

• “Connecting the dots…”• Data synthesis from multiple sources and applications.

• Crystal Reports / Jasper Reports

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 28: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

Jasper Reports IntroductionJasper Reports Introduction

• Jasper Product Overview

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 29: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

iReportiReport -- InterfaceInterface

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 30: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

iReportiReport –– Report ArchitectureReport Architecture

• Query• Report BandsReport Bands

• Title• Page Header• Column HeaderColumn Header• Detail 1• Column Footer• Page Footer• Page Footer• Last Page Footer• Summary• No Data• No Data• Background

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 31: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

iReportiReport –– Report ArchitectureReport Architecture• Sub-Reports

Main Reportp

Sub‐Report

Sub‐Report

Sub‐Report

Sub‐Report

Sub‐Report

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 32: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

iReportiReport –– Report ExampleReport Example

• Our example:A daily report to show calls to/from eachextension, including total calls per extension.

Daily Calls Report

Extension xxxdate, time, call details

Total Calls for extension xxx: xx

[repeat][repeat]

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 33: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

iReportiReport –– Report ExampleReport Example• Asterisk ‘cdr’ table structure

+ + + + + + ++ + + + + + ++-------------+--------------+------+-----+---------------------+----------------+| Field | Type | Null | Key | Default | Extra |+-------------+--------------+------+-----+---------------------+----------------+| uniqueid | int(11) | NO | PRI | NULL | auto_increment || userfield | varchar(255) | NO | | | || accountcode | varchar(20) | NO | | | |

+-------------+--------------+------+-----+---------------------+----------------+| Field | Type | Null | Key | Default | Extra |+-------------+--------------+------+-----+---------------------+----------------+| uniqueid | int(11) | NO | PRI | NULL | auto_increment || userfield | varchar(255) | NO | | | || accountcode | varchar(20) | NO | | | || accountcode | varchar(20) | NO | | | || src | varchar(80) | NO | | | || dst | varchar(80) | NO | | | || dcontext | varchar(80) | NO | | | || clid | varchar(80) | NO | | | || channel | varchar(80) | NO | | | |

| accountcode | varchar(20) | NO | | | || src | varchar(80) | NO | | | || dst | varchar(80) | NO | | | || dcontext | varchar(80) | NO | | | || clid | varchar(80) | NO | | | || channel | varchar(80) | NO | | | || dstchannel | varchar(80) | NO | | | || lastapp | varchar(80) | NO | | | || lastdata | varchar(80) | NO | | | || calldate | datetime | NO | | 0000-00-00 00:00:00 | || duration | int(11) | NO | | 0 | || billsec | int(11) | NO | | 0 | |

| dstchannel | varchar(80) | NO | | | || lastapp | varchar(80) | NO | | | || lastdata | varchar(80) | NO | | | || calldate | datetime | NO | | 0000-00-00 00:00:00 | || duration | int(11) | NO | | 0 | || billsec | int(11) | NO | | 0 | || billsec | int(11) | NO | | 0 | || disposition | varchar(45) | NO | | | || amaflags | int(11) | NO | | 0 | |+-------------+--------------+------+-----+---------------------+----------------+

| billsec | int(11) | NO | | 0 | || disposition | varchar(45) | NO | | | || amaflags | int(11) | NO | | 0 | |+-------------+--------------+------+-----+---------------------+----------------+

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 34: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

iReportiReport –– Report ExampleReport Example• Our Query

SELECTSELECTsrc,dst,clid,calldate,duration,time(calldate) as calltime,IF(LENGTH(dst)=3,dst,src) AS extensionIF(LENGTH(dst) 3,dst,src) AS extension

FROM cdr WHEREdate(calldate) = $P{reportdate}AND (length(src) = 3 or length(dst) = 3)

ORDER BY t i lld tORDER BY extension, calldate;

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 35: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

iReportiReport –– Report ExampleReport Example• Our Report

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 36: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

iReportiReport –– Report ExampleReport Example

Titl B dTitle Band

Group Header

Group Details

Group Footer

Page Footer

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 37: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

iReportiReport –– Report ExampleReport Example• Our Report (behind the scenes - JRXML)

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 38: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

iReportiReport –– Report ExampleReport Example• Our Report!

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 39: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

Jasper Reports Jasper Reports –– More ExamplesMore Examples

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 40: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

Jasper Reports Jasper Reports –– More ExamplesMore Examples

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 41: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

Jasper Reports Jasper Reports –– More ExamplesMore Examples

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 42: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

Jasper Reports Jasper Reports –– Next StepsNext Steps

• Jasper Server• Ad hoc reportsAd hoc reports

• Automated Reports (Daily, Weekly, Monthly, Scheduled)

• Multiple Output Formats (PDF HTML XLS RTF etc)• Multiple Output Formats (PDF, HTML, XLS, RTF, etc)

• Community and Professional Versions

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301

Page 43: Corey S. McFadden, Managing Partner Corey S. McFadden ... · Jasper Reports Jasper Reports –– More ExamplesMore Examples Contact Center Analytics – Astricon October 2009 ––

ConclusionConclusion

• E-mail to request presentation and examples.

Contact Center Analytics Contact Center Analytics –– Astricon October 2009Astricon October 2009www.infradapt.com www.infradapt.com –– 800800--394394--23012301