August 4, 2021
Frontline Data

6 Real-World Ways to Surface Insights to Frontline Employees

In order to provide frontline employees with the critical data they need to do their jobs, many organizations use dashboards, monthly reports, or manager read-outs — if anything at all.  These solutions are often created without giving much thought to how well it provides employees with the information they need to match their workflow. Without insights being surfaced naturally during the point of need, employees are not using these solutions to help them make better decisions.   

We’ve seen it many times: stakeholders get wrapped up in their ideas of how a solution should work, even if it interrupts the flow of work for their employees. During our work with a client seeking to build a tool for pharmacists, the executives in the room were debating what to change about the existing piece of software, getting into the weeds of what worked and what didn’t. As the debate dragged on, someone leaned over to a pharmacist in the room and asked what she found useful about the tool. She replied that no one really used the software as intended because it was only functional on a computer, and their jobs required them to move around to serve customers. In actual use, the pharmacists were using a notepad, then updating the system at the end of their shift or in between customers.

Build a tool with your frontline, not for your frontline

When data exists to help improve frontline employees’ day-to-day jobs but the data isn’t understandable, easy to consume, or accessible when and where people need it, it’s impossible for them to make meaningful decisions in the moments that matter.

An effective frontline tool will go beyond simply providing employees with access to data. It should feel like a helpful, natural part of their workflow. The best data tools may not even feel like a data tool, but instead an informative or process management tool that makes employees’ jobs easier. By bringing your end users alongside you through the design process you will create the solution they want and need — versus what leaders at corporate think people will use. You’ll ensure you’re addressing users’ pain points, reducing manual processes, and ultimately, lowering barriers to adoption.

Here are a few real-world examples of tools and best practices to surface insights to your frontline employees.

6 Examples that Go Beyond The Dashboard

Seamless buy-online-pick-up-in-store with Target

Drive Up, Target’s top-rated service that brings guests’ online orders to their cars for free, is able to put together orders in as fast as 21 minutes. This is due in no small part to trained frontline staff using an intuitive tool so they can handle orders as soon as they come in. To complete an order, customers must hit the “I’m on my way” button in the app, after which Drive Up staff can track pending orders and customers’ ETA to the store from their own handheld devices. When a customer signals their arrival in a Drive Up parking spot, team members are notified on their devices with a familiar “honk” sound — and a notification of who the guest is. In a busy retail setting, the sound notification ensures alerts aren’t missed among other in-store sounds.

Matchmaking for the transportation and logistics industry

A leading transportation and logistics company operating in the continental U.S., Canada and Mexico launched a market platform that connects carriers to shippers. Wanting to create a market differentiator, they set out to create a load recommendation system that would help with carrier adoption of the tool and retention on the platform. To help with this process, we built a machine learning model that recommends loads to carriers based on their historical interest in specific loads. Now, carriers no longer have to sort through hundreds of potential loads to find their ideal match because the best options are intuitively surfaced to them

Real-time notifications in banking and financial services

A bank started gaining buy-in by working with a small number of account managers and clients to identify developments that would improve the business. Through their work, they developed a system that would send account managers real-time alerts about potential opportunities. When oil prices dropped, the system alerted managers to call their top five clients whose businesses would be impacted. Over multiple 90-day cycles, the company was able to test new alerts to see which ones worked best, and they continued to refine the tool as it was rolled out to more managers. Today, nearly all of the account managers get business insights from the tool and spend about 20% more time with their clients.

Chatbot knowledge base at wholesale club stores

Prior to changes rolled out onto the sales floor of a retail client, frontline workers were reluctant to ask questions about things that went beyond the initial training they received. But when an AI-powered virtual assistant chatbot sitting atop a vast employee knowledge base was created for them, it turned out these frontline workers were willing to ask almost any question in relation to their work – over 10 million to date. Employees were familiar with this kind of technology outside of work, so they quickly adopted the new functionality. The chatbot made it easier and less intimidating to ask for the data or information they needed to do their jobs compared to traditional training. Eventually, common, repetitive tasks like item lookup saw a time reduction of 40% with this technology — and employees’ valuable time on the floor with customers increased.

Data intelligence in retail

Marks & Spencer, one of Britain’s best known and widely respected retail brands had a vision to integrate machine learning, computer vision, and AI both in its stores and behind the scenes. With the help of Microsoft, every surface, screen and scanner in their stores is able to create data and, more importantly, enable employees to act upon it. Every Marks & Spencer store worldwide is being outfitted to track, manage, and replenish stock levels in real time, so their frontline can use insights for action.

Wearable devices for worker safety

Matt Hart launched his startup, Soter Analytics, when he found that musculoskeletal injuries were the biggest injury cost in the mining industry. He came up with a wearable sensor and app that records individual movement data in order to improve worker safety. The wearable device clips to the user’s garment at the back of the neck and monitors movement in real time and beeps and vibrates if the wearer engages in a high-risk motion. After wearing a device for two weeks, the amount of high-risk movement users performed fell by 30% to 50%, and their behaviors changed in response to the device feedback.

Wrapping Up

Many of the most impactful decisions are made on the frontline of your business. And you cannot approach building data solutions for them in the same way you’d build for an analyst. It’s time for organizations to think creatively about the best way to pare down and surface the most important data — and it’s imperative to bring frontline employees along with you in this process so you build a tool they want, need and use. 

Need help getting started? Our frontline data pre-flight will leave you with a prototype of a tool to get simple, actionable insights to your retail frontline employees — with user and technical validation — in 90 days. Get started.

RevUnit is a strategic digital firm that helps the world's most influential companies transform from the inside out. Its focus is on creating workforce technology to unlock people inside the enterprise to be more efficient, knowledgeable, and engaged in their work.

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