Ventana Research Analyst Perspectives

TelStrat Achieves Success with Workforce Optimization in the Cloud

Posted by Ventana Research on Feb 23, 2016 5:29:14 AM

TelStrat is a company with a long history. Founded in 1993 it initially resold products of Nortel, Cisco and other telecom equipment vendors. The first product it developed and brought to market was a call recording system deployed on the customer’s premises.  It expanded its portfolio over the years, and today its product suite Engage offers all the key pieces of workforce optimization: call recording, desktop capture, quality management, workforce management and speech, text and desktop analytics. TelStrat built this portfolio through a combination of in-house development and partnering with other vendors. It has achieved considerable business success, having more than 3,300 installations in 55 countries, most of which are delivered through a global ecosystem of some 330 channel partners. Engage is available in three models: Unity is an on-premises, single-server version that supports up to 250 users; Enterprise is an on-premises, multiple-server version that supports unlimited numbers of users at multiple sites; and Cloud is a hosted product that supports unlimited numbers of users and is available through a perpetual license or subscription. The company attributes its recent success to the Cloud version, which it supports through multiple data centers in North America, Europe and Asia Pacific. This and its longstanding team of call center experts and partners prepares TelStrat to help organizations of all sizes improve contact center agent performance.

In whatever configuration Engage includes five products. Engage Record can capture all calls, including those outside the contact center. It can record calls from a variety of PBX systems, is highly scalable, has watermarking for security purposes and includes 256-bit AES encryption. It can be configured to record all calls or capture calls based on defined rules or on demand. Record includes an advanced capability called Conversation Save that supports multiple options to store very large volumes of call recordings and includes disaster recovery. Advanced search capabilities enable users to find and listen to specific call recordings, and it includes flexible reporting that can be customized to individual requirements. There is also an option for authorized users to listen to live calls and make notes about what they hear. Overall Record provides comprehensive recording capabilities that should match most organizations’ requirements.

Engage Capture complements Engage Record by creating video records of how agents use their desktop systems to handle interactions. The videos are linked to the relevant section of the call recording so quality managers can see what agents were doing as they listen to the call recording. This added perspective of agent performance helps quality managers assess, score and recommend follow-up actions such as coaching or e-learning.

A third module, Engage Quality provides a full suite of agent quality management capabilities. Users can create evaluation forms for specific call types, select and complete agent evaluations and trigger actions based on the outcomes. It also has capabilities to create coaching and e-learning materials, which can include selections of embedded call recordings so agents can hear what they said and understand where they need to improve, schedule coaching and e-learning sessions, and monitor the outcome of those sessions. Its reporting capabilities can point out sessions agents should take, note the sessions they actually took and assess impact of taking the sessions on their subsequent performance. In total these capabilities support the end-to-end quality management process, from assessing performance to driving change.

In the fourth area, workforce management, rather than develop its own products, depending on the model selected, Engage Manage is built on either the Pipkins or the Teleopti product. TelStrat is a development partner of each of them and embeds their products in the Engage suite, develops tight integration capabilities and customizes them to suit its customers. It also provides end-to-end customer support, which means from a customer perspective that workforce management seamlessly integrates with the other TelStrat products.

TelStrat has taken a similar approach for its other product, Engage Analyze, which combines in-house products and third-party systems, notably from CallMiner for speech analytics. The speech analytics component can analyze call recordings using phonetic indexing to index calls, find words and phrases, and display maps of common words used within calls. An advanced version uses a dictionary to understand languages, the context within which words are used and the emotional state of the speaker. Using it in conjunction with capabilities that convert speech to text, users can analyze every word in every call, text message, chat session or social media interaction. The desktop analytics component can be used to insert controls into call recordings; it can, for example, pause and resume recording based on desktop event, censor sensitive data, pinpoint recordings from desktop data, and tag call-related activities with the recoded session. TelStrat also supports interfaces with common CRM systems so call recordings can be tagged or supplemented with other customer data. An advanced version of the desktop analytics enables users to analyze desktop activity and visualize processes through timelines and heat maps.

In our benchmark research into next-generation workforce optimization, more than three-quarters (78%) of organizations said it is vr_NGWO2_06_use_of_agent_workforce_applicationsvery important to improve agent performance so that customer interactions are handled as efficiently and effectively as possible. To this end the majority have deployed one or more of the core workforce optimization products: the three most common are call recording (78%), quality monitoring (70%) and workforce management (59%); these options are especially common in large companies. I believe that companies of all sizes can also benefit by deploying such systems, and choosing cloud-based products such as those available from TelStrat makes this technically easier and more affordable than doing so in-house. Companies that have deployed such systems have on average realized five benefits, chief among them improved agent coaching (66%) and improved customer satisfaction (52%). However, our research also shows that companies are likely to achieve even greater benefits by using an integrated suite of workforce optimization products; nearly half (48%) of participants said it is very important that these products are fully integrated. This not only makes them easier to manage but allows organizations to connect processes they have been disconnected; for example, they can use speech analytics to uncover coaching needs and raise alerts and workflow items to schedule the required coaching. The cloud-based services from TelStrat help organizations achieve this and similar objectives, so I recommend that organizations seeking to improve their end-to-end agent performance management processes evaluate how its suite can help.


Richard J. Snow

VP & Research Director



Topics: Customer Experience, Customer Performance, Cloud Computing, Uncategorized, Call Center

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