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RECOVERING CALL/CONTACT CENTERS:
The Local vs. Remote Debate

by Regina Brassil


In the past, when recovery plans included only mainframe technology and limited personnel, traveling to a remote facility in the event of a problem made sense. In general, with the advent of LAN technology in an organization, local recovery has become more attractive. There are really two aspects to the growth of local recovery as an option:

The Human Side: The events of September 2001 illustrated clearly that in times of major crisis, people are simply averse to traveling away from their homes and families. At a recent BCP event in New York City, the overriding topic was that of the fear of employees should the disaster be in any way tied to suspected terrorist activities. It was clearly stated over and over that employees would likely be too fearful to travel anywhere near a possible affected area or possible target. Not only do we need to address the fear, but the very real possibility that planes may be grounded, and travel may not even be an option. Studies have cited that under normal circumstances, employees will travel varying amounts of distance in order to assist with a business recovery, but all agree that this distance cannot be much more than an hour additional commute time. In other words, people want to go home at night. Therefore businesses must develop different, more acceptable recovery solutions to minimize the attrition that can occur when employees are asked to relocate, even temporarily, in a time of crisis.

The Business Side: Organizations need to consider factors including the logistics of moving hundreds of users after a disaster event; the costs involved with transportation, lodging and food for personnel when offsite, and the problems of attrition when personnel are asked to travel to a remote location for an unspecified amount of time.

So what are companies doing to avoid this?
First, it is important to admit that not every resource is critical; this applies to hardware technology, software or human capital. A recovery planner should understand the critical needs of your recovery and address those first and foremost. When dealing with a disaster, organizations do well to remember the objective of a recovery strategy: to survive until it is possible to restore normal operations.

Second, plan for telecommuting, as not all resources may be required on day one. Various functions can be performed remotely, reducing the need for not only physical resources but also human.

And finally, look at which business units and functions can be held off possibly 24, 48 or even 72 hours, which, if planned, would enable you to implement a secondary strategy for recovery.

Technical Considerations
Due to the complex nature of PBX systems, automatic call distribution and switching networks, voice-intensive operations have been relegated to only one or two options. These two options are the commercial hotsite or the internal solution of re-routing calls to other satellite locations.

A hotsite solution offers certain technical advantages. A hotsite is a fixed, hardened facility that allows for the pre-staging and wiring of a recovery effort. At the time of a disaster, a customer need only relocate personnel and back up data to the hotsite, where technology and telecommunication capability awaits them. Once at the hotsite, the customer has the option of either taking their own calls, or outsourcing that capability to the vendor.

The problem with call center recovery in a hotsite arises when organizations need to consider the human element, that is, those considerations (travel, cost, attrition) that may be associated with the solution Also, as awareness increases in this marketplace, concerns over the capacity of hotsites and the amount of customers they can handle has become an issue.

When organizations routinely had multiple call centers with overflow capability, they often were able to re-route calls within their own systems effectively. However, in today's business environment, call centers are often operating at near capacity, with very little room for overflow. Also, organizations have specialized agent capability to the point that often these calls cannot be effectively re-routed; a sales person, for instance, cannot easily handle a technical assistance call.

The inherent problems with both these solutions resulted in organizations having to accept severely reduced capability to process calls.

Local Recovery as an Alternative
In response to the growing concerns of fixed-facility personnel recovery, disaster recovery vendors have developed mobile office space that is ergonomic, technologically robust, and provides a true local solution. Local solutions allow call centers to recover their own trained agents close to home, and allow for a maximum number of these agents to participate in the recovery, thus maximizing the throughput of possible calls.

Mobile units, which are designed to provide full business recovery, including facility space, technology, power and telecommunications, can be connected in one of two ways: 1) Terrestrially or 2) Via satellite.

Terrestrially, a mobile unit can connect into a pre-existing data and voice connection, known as a "hitching post", at a pre-designated recovery location. This allows both the voice and data aspects of a recovery solution to be completely pre-staged, similar to a hotsite scenario. In a data recovery scenario this option works well - typically there is only a need to establish a single link back to the corporate network. This connection is often as simple as a fiber link into the building where the recovery is taking place; whether that is a branch office, corporate facility or third party site.

When planning for a limited "line by line" voice recovery, this option is also quite viable. However, when planning for an ACD environment that requires dozens or hundreds of lines, the limitations of a hitching post solution become evident. This solution creates a need to plan for an ACD capability at an alternate location, either by increasing capacity at that alternate site, or investing in a new system for disaster recovery purposes only.

Although mobile units attached to hitching posts address the issue of providing functional local recovery, the need to invest in ACD/DR hardware or accept drastically reduced functionality is a daunting issue. Also, hitching posts often limit geographic flexibility, as they tether a 'mobile' solution to pre-arranged locations that are not easily or quickly altered in time of disaster. If the hitching post is also affected by the regional problem, the disaster solution is compromised.

Telecommunications and Call Center Recovery via Satellite
As discussed, the reliance on the telecommunications infrastructure has caused concern when dealing with disaster scenarios. Any local solution was possibly compromised if the solution relied on the same terrestrial infrastructure that may have been affected by the disaster.

The obvious solution would be to free the solution from a terrestrial infrastructure completely, but limitations on the amount of satellite bandwidth available for such applications were a concern. The sheer amount of bandwidth required to effectively recover voice operations was too costly, even under a shared risk model.

However, rapidly advancing voice compression technologies and specialized "over satellite" ACD packages have allowed for companies to enter into completely wireless arrangements after a disaster, at much the same cost as a terrestrial solution. It is now possible for organizations to develop a completely local and flexible solution that provides voice and data connectivity. Using easily deployed transportable earth stations (satellite dishes), DR vendors can establish T1 voice/data IP-based links over satellite back to a teleport facility that is geographically removed from the disaster area.

While pre-arranged recovery sites are still preferred for planning purposes, the flexibility exists to alter the recovery site as needs dictate. Literally with only a few minutes notice diverse data networking requirements can be accommodated at the vendor's teleport, including internet access, and a variety of pre-arranged WAN connections, such as VPN and frame relay. By using VoIP a DR vendor is also able to present voice traffic over the link.

Conclusion
In today's world, it is rare that a company does not operate in some form of ACD functionality. Although the most common scenario which comes to mind is a typical call center, office environments without call centers have also adopted various forms of ACD routing capability - dialing a name from a directory for instance.

The sharp increase in the demand for end user recovery reflects the change in business that makes ACD so important to reconstruct after a disaster. When a company is recovering hundreds of end users, they are doing so because those skills and job functions are critical to the overall profitability of the company.

With this being said, it is ever more important that there are a variety of solutions available to help an organization recover their call center. In addition to the re-routing of calls to an internal solution site, the commercial hotsite or mobile solution with a hitching post, there is now the financially feasible alternative of a mobile site making use of satellite connectivity.

To summarize, when recovering telecommunications capability, organizations can utilize any one of the following options, or a combination of these:

  • Utilizing their own network or internal site to duplicate a network and/or re-route calls within their operation - Requires an organization to have redundant personnel and call overflow handling capability. Positives include utilization of internal resources, cost savings and low training requirements.
  • Contract with a hotsite vendor to re-establish telecommunications networks into pre-wired external facilities - Requires an organization to either send personnel to the site to handle calls, or to contract with the vendor for interim call handling capabilities. Positives include almost immediate call handling capability, albeit generally reduced function.
  • Contract to have wireless communications (i.e. satellite) brought on site to re-establish call handling capability. Requires that the company not need the call capability recovered until satellite set-up has been delivered, generally 24-48 hours; they may be required to put an interim plan in place. Positives include utilizing own trained personnel after a disaster, recovery even with compromised infrastructure, and personnel remaining local.

About the Author
Regina Brassil has been involved in the Disaster Recovery /Business Continuity industry since 1989. Her career has focused on the development and marketing of mobile, onsite and wireless recovery solutions. A frequent industry speaker, Regina is considered a knowledge leader in the mobile recovery industry. She can be contacted at (941) 504-0664 or regina.brassil@agilityrecovery.com

 
 
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