plano | References | SUMMACOM
Digitalized and optimized staffing planning as a key success factor
SUMMACOM has been an established provider of contact
center services for over 25 years.
The company offers tailored communication solutions and
supports clients from a variety of industries, including banking, retail, and energy providers.
To meet the growing demands for efficient workforce scheduling, Summacom relies on the workforce management
solution from plano.
Made with love - our references
SUMMACOM GmbH & Co. KG
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Initial situation
Before the implementation of plano‘s WFM software, workforce scheduling at SUMMACOM was primarily carried out using the RichClient. The high complexity of the four planning areas at SUMMACOM, which included varying opening hours, diverse skill requirements, as well as a multitude of employee preferences and temporary workers, presented major difficulties for the planners.
There was a clear need for a modern, web-based solution that would enable quick adjustments, continue to work with existing scheduling and payroll-related data, and involve employees more actively in the planning process
To meet the growing demands for efficient workforce scheduling, Summacom relies on the workforce management solution from plano. The goal is to optimize shift planning, increase employee satisfaction, and digitally and transparently map processes.
With the implementation of the plano Roster, the plano Optimizer, and the integration of the ESS employee portal, Summacom is successfully able to achieve these objectives.
Branche
Contact Center
Number of employees
approx. 370
plano in use
plano Roster, plano Optimizer, plano ESS (Employee Self Service), plano Time Recording
The solutions are user-friendly, flexible, and save us a tremendous amount of time.
Without plano, we would not be able to meet the demands of modern workforce planning.
Daniela Gard
SUMMACOM GmbH & Co. KG
Project goals

Efficient and Dynamic Shift Planning
- Setting up centralized planning tools to address complex skill-based requirements.
- Algorithmic generation of scheduling scenarios to ensure swift and optimal decision-making.
- Less planning effort resulting in shorter scheduling times.
- Effective and up-to-date reporting for customers, controlling, and HR.
Increasing Employee Satisfaction
- Digital schedules and independent entry of preferred shifts and vacation requests.
- More self-responsibility and flexibility for staff.
- Strengthening employee engagement through transparent and flexible work-time models.
Future-Oriented Digitalization and Scalability
- Implementation of an integrated system for workforce planning, time tracking, and vacation management.
- Migration to a cloud-based solution for improved scalability and availability.
- Continuous analysis and optimization of workforce planning processes.
Improvement

Replacement of the RichClient with plano Roster and migration to the cloud
The step-by-step transition from RichClient to plano Roster was seamless and without data loss, as existing data models from RichClient were integrated.
Planning and payroll-relevant data remain usable, enabling thoroughly efficient and consistent scheduling. Furthermore, SUMMACOM transitioned from an on-premises solution to a cloud-based solution, benefitting from enhanced flexibility and scalable infrastructure moving forward.
Transparency and Employee Satisfaction
Employees benefit: they can continue to use the well-established ESS application post-transition with the same familiar look and feel, allowing them to manage weekly schedules, time tracking, and vacation requests independently and digitally.
This practice greatly contributes to high employee satisfaction and effective communication with team leaders. Furthermore, employees are increasingly involved in planning, gaining additional flexibility and responsibility. The planned integration of additional plano WFM modules is expected to further enhance this positive development.


Modern and Future-Proof Infrastructure
Migrating to the cloud has provided SUMMACOM with a modern and scalable IT infrastructure, easing internal IT resources, significantly reducing costs, and creating an ideal foundation for future extensions, such as self-rostering and mobile applications (myplano).
Improvements for planners
- Significant reduction of planning efforts
- Dynamic planning enables swift, resource-efficient adjustments to short-term demand changes
- Optimal oversight of staffing levels (under- and over-staffing), skills, and availabilities
- Integrated real-time time tracking and vacation management
Improvements for employees
- Access shift schedules anytime, anywhere, from any device
- Actively participate in planning by submitting shift preferences
- Transparent and simplified management of vacation requests and time tracking
- Increased flexibility and autonomy
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