12 Guaranteed Ways to Ruin Your Integration With the Back Office


Our panel of experts highlight the key mistakes to avoid when integrating the back office into your contact centre.

Mistake 1 – Trying to apply the same “standards of performance” to all employees

Front-office employees are usually hired for their personalities, customer service and sales skills, ability to talk and type, and ability to work and adhere to flexible, non-traditional schedules. For example, shift work rather than the more traditional 9-5.

Back-office employees, on the other hand, are usually hired for their technical expertise, with their interpersonal skills not being particularly relevant.


Generally, front-office employees can make the transition to back-office work much easier than back-office employees can to the front office.

Trying to apply the same “standards of performance” to employees hired primarily to do back-office work when assessing their front-office efforts is unfair and demoralising. This is true the other way around as well.

For integration success, you will need to blend the KPIs but also apply the right goals relative to their role and tenure in the position. It can also help to have a common library of coaching tips, tricks and techniques to guide employees doing newer work types to make the transition more easily.

Mistake 2 – Applying the same scheduling technique to everyone

Scheduling the right number of people in the front office as well as in the back office is all about aligning the anticipated workload with the number of agents required to complete it. But this is very much where the resemblance ends.

Front offices have queues (calls waiting to be answered) and concerns about customer waiting times, while in the back office, queues are replaced by backlogs and service level agreements (SLAs).

Back-office forecasting and scheduling needs to take into consideration not only the expected work today, but also the backlog of the previous period and the backlog created from the current one.

The method (and as a result, the algorithms) required for forecasting and scheduling in the front office are different – very different from the ones used in the back office.

David Geffen

David Geffen

Mistake 3 – A one-fits-all approach to managing the new integrated team

You also need to think about the individuals who will be managing the new integrated team.

Keep in mind that front-office supervisors often have a different background from back office ones. Once they start managing across discipline, the coaching approaches they used for their “dominant” skill (front office or back office) may need to be modified to work in the blended office.

With thanks to David Geffen at NICE Systems

Mistake 4 – Exposing customers to clunky back-office systems

It’s all very well encouraging your customers to self-serve and actively use their smartphones and tablets to seek out information.

But it’s important to ensure those systems are intuitive and easy to use. You don’t want to expose customers to unwieldy poorly integrated back-office systems.

Otherwise, the likelihood is they will end up annoyed, frustrated and having to phone you to gather the information they need.

Mistake 5 – Losing track of customer interactions


Integrating the back office with the contact centre is important. But you also need to ensure you have ‘presence’ enabled across the whole organisation, and that you can track calls and other modes of interaction – from front office to back office.

Tools like Skype for Business can help ensure you understand the whole customer journey.

Mistake 6 – Structuring the project around vertical silos

Most businesses are structured around vertical silos, from finance to sales and from marketing to operations. Communications between these groups is often poor.

Customer service, in contrast, tends to run horizontally across an organisation.

Therefore, when integrating the back office into the contact centre, you should combine your resources into a more horizontal process.

Jeremy Payne

Jeremy Payne

Mistake 7 – Thinking about integration just as an IT project

When it comes to planning software and systems integration, many businesses concentrate their attention almost exclusively on the technical aspect of the IT implementation.

Instead, the starting point should always be optimising the customer experience. When rolling out an integration project, you should ensure that each customer has to invest the minimum possible time and effort to get what they need.

With thanks to Jeremy Payne at Enghouse Interactive

Mistake 8 – Creating your idea of the customer journey

Try to avoid creating your idea of the customer journey.

Audit current processes between your contact centre and back office to provide you with a map of the elements needed to deliver great customer experience.

Mistake 9 – Not getting buy-in from the executives

In order for your integration to be successful, you need the support of executives from both the back office team and the contact centre.

It is often a good idea to bring the 2 teams together and get the executives and managers to show that they are fully bought into the proposals.

David Bennie

David Bennie

Mistake 10 – Not having the right tools for the job

Integrating back-office information into the contact centre can be a complex job.

Make sure the tools you are using can easily pull information from disparate systems and display it in a way that makes it easier for the call centre staff to do their jobs.

Also make sure that it is flexible enough to make changes in the future that will not require expensive technical consultants.

Mistake 11 – Assuming all employees will buy in immediately to the change

You often find some staff are resistant to change. They are unsure how these changes will affect their jobs and their future.

It’s often better taking “baby steps”. Find some quick wins and share them with the team. Make them realise that the changes are a good thing and will help their jobs be more satisfying.

With thanks to David Bennie at Netcall

Mistake 12 – Trying to run before you can walk

Fight the instinct to satisfy every stakeholder and long-range goal. Instead, focus your initial project plan on 2 or 3 simple and achievable benchmark objectives.

Brian LaRoche

Brian LaRoche

In the first 90 days, you should concentrate on your phase 1 objectives and producing a viable action plan to create measurable results.

You could also consider using pilot groups and doing A/B comparisons to help streamline your processes.

Using this initial approach will help ensure quick wins for your organisation and will provide the foundational experience on which you and your team can expand.

With thanks to Brian LaRoche at CallMiner

What has been your experience of integrating your contact centre with the back office? Have you made any of these mistakes?

Author: Megan Jones

Published On: 3rd Feb 2016 - Last modified: 14th Jun 2024
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1 Comment
  • I have been running a small department < 50 seats for the last 3 years with Telephony and Back Office.
    Telephony do simple casework between calls while back office pick up the more complex cases.
    This works great for us as we have the ability to flex resource either way as and when needed.
    SLAs are excellent
    My Supervisors have experience in both front and back office so find it easy to coach and give guidance on either calls or casework.
    Quality is high on both telephony and casework .
    It may be more difficult in a bigger set up

    Paul Tutty 4 Feb at 13:34