Iβm one of those sad Technology Journalists that gets excited when a new term pops up in the industry. So, when Mike Wheadon, Business Development Director at Formation Tech, suggested we had a chat around OptiChannel contact centres, I bit his hand off. My first question was the obvious one.
What IS an OptiChannel contact centre?
The premise of OptiChannel is optimal channels. Multichannel and omni-channel have been around for several years now and multiple channels can be filtered through to a contact centre. Mike told me about some stats that Avaya had produced with IDC that ultimately resulted in opening up all channels to a business doesnβt mean all customers will use them.
βThe idea of optichannel is asking what is the task that you are trying to achieve with your customer?β Mike gave me the example where he is a customer of a business that implemented email and web chat into their contact centre β and removed their telephone number. When youβre on the move or in a hurry, the voice channel is still important. They may have utilised omni-channel but itβs certainly not optimal.
βOptichannel is finding the optimal channel for the task at handβ
Mike also referenced Amazonβs lack of web chat. Theyβve clearly strategised that most customers want to order via self-service or email when there is a problem. Amazon are no longer dictating the channels available to the customer. They have worked out what their customers want and been flexible to provide a better customer experience.
βSelf-service is king, and people will do what they can themselves. When they need help, it needs to be the optimal channel, not just whatβs availableβ.
Voice is still the most active channel

Mike told me that querying bills is split across voice, email and web chat. However, service queries still favour voice as it needs that personal and human touch.
I asked Mike if it was just customer perception that voice is better because the technology doesnβt work as well as it should? He said it was definitely an assumption.
βNaturally, you assume this as a consumer. I think certain things you accept will be slower. Phoning utility companies comes with the stigma of waiting forever so Iβd opt for web chat. I can wait on a web chat whilst doing something else instead of waiting on hold with the phone in my handβ.
Delivering optichannel contact centres
I asked Mike how prescriptive you can get when delivering an optichannel contact centre. Mike explained its more around the way you design the contact centre.
βJust because you heard the term omni-channel doesnβt mean you have to use everything. What are you doing as a business? Do you provide customer care? Are you a transactional business?β
Analysing web traffic, for example, is a starting block for designing an optimal channel contact centre. Finding out why customers are contacting you and where is crucial when designing a businesses next contact centre. Based on data, task analysis and research, Formation Tech is designing what type of contact centre is required on a case by case basis.
Solution design
I asked Mike what sort of tasks were involved with finding the optimal channels in a new contact centre solution. βIt goes down to a granular level. If you have a website but nobody can find your information, you need to sort your website out and maybe move your web chat to the top or get it to proactively pop up so people can find youβ.
I referenced my consultancy background where requirements gathering took almost forever. The process of capturing and validating requirements is long and laborious, but ultimately, nobody could tell you why they needed certain functionality.
Mike referenced mystery-shopping style insights leveraged from spending some time getting to know a customerβs business before recommending what is required. This was refreshing to hear so I dug deeper and mentioned other contact centre providers advertising how many channels they could provide and how often people take all the channels β rather than the process they took to get there.
Mike said βAlmost anyone can provide the technical functionality. Compare any market leading contact centre vendors and they can generally do the same thing. But the real question should be what are you getting the tech to do?β
Ultimately, anybody can provide the technology but how you manipulate it to serve a business best is where you introduce the optichannel element. Unless you implement the contact centre correctly, you could go and buy any product.
Add value to your contact centre
Taking the Genesys vs Avaya comparison, I asked Mike about the case of Avaya vs Avaya.
βWe see it time and time again. With all sorts of solutions, people say that have loads of issues.β
βYou can go in and amend the customers call flow or IVR, but if you donβt step back and ask why you are building this call flow β and what are you trying to achieve from it β thereβs no value in your contact centreβ
Continual optimisation
I asked Mike what happens after Q1 of deployment to see what happens as things change. βItβs important at implementation to establish 5-10 top objectives. In 6 months or so, review the objectives and see if youβve ticked them all off. Once youβve understood why these things havenβt happened, and remedied or parked, you can start to plan the next stepβ.
Adjusting and fine tuning needs to be constant when managing a contact centre. Businesses need to keep themselves honest when it comes to what they plan to and succeed in deploying. Mike said you can literally go in and look at whatβs being used in the contact centre. This data and analytics should be used to drive business decisions. Once used, the remit falls outside of the IT Manager role as the conversation becomes about upselling, increasing ROI or improving customer experience.
The gaping hole where IT and βthe businessβ cross over in β enterprises and small businesses alike β is where Formation Tech can plug the gap. This is where vendors can truly differentiate themselves by either proving an omni-channel contact centre or an optichannel contact centre. One of Formations business strap lines is βin a world of technology people make the differenceβ. This core to everything they do, and it is in fact also true for the user of the technology, both the agent and customer alike.
To kickstart your optichannel contact centre journey, assuming you donβt want to settle for just procuring omni-channel, visit the Formation Tech website.
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