Welcome
Employee Experience Index: How Mature Is Your Frontline Technology Strategy?
Building a better, more successful organization starts at the front line. The four technology pillars of employee experience — scheduling, communication, task management, and learning — set up both employees and enterprises for success. Orchestration among the four pillars enables you to unlock value, achieve growth, and measure employee experience (EX) and business-outcome improvements.
Does your organization understand the link between EX and revenue? How is your organization paving the way for improved frontline EX? Take our short self-assessment to find out how you compare to other enterprise respondents.
The assessment will yield customized results and recommendations based on your responses and should take no more than 8 to 10 minutes to complete.
Questions
Please rate your level of agreement with the following statements about communications for frontline workers:
Questions
Please rate your level of agreement with the following statements about communications for frontline workers:
Questions
Please rate your level of agreement with the following statements about training/learning for frontline workers:
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Please rate your level of agreement with the following statements about task management for frontline workers:
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Please rate your level of agreement with the following statements about scheduling frontline workers:
Results Overview
To ensure positive experiences and boost productivity at the frontline, organizations must invest in technology that meets frontline employees and managers at their points of need, creates positive learning experiences, and gives frontline employees more flexibility for how and when they do their jobs. Our assessment evaluates participants across four operational pillars of frontline work:
Scheduling
Communication
Task management
Learning
Where is your organization today, and what can you do to operationalize and improve the experiences of your frontline employees? Continue to see your personal results and recommendations.
Recommendations
Why Frontline Maturity Matters
Firms with highly mature frontline practices and technology see it reflected in their revenue. Please estimate your company’s year-over-year revenue growth rate for its most recently completed fiscal year.

A technologically mature frontline reaps business benefits.
What business benefits would you expect to see/are you seeing at your organization after adopting technologies specifically designed to aid and enhance frontline EX? (Showing “This is a benefit we have already realized.”)

Your maturity result: BeginnerIntermediateAdvanced



Your maturity results by pillar
Training/Learning
Task management
Communications
Scheduling
Beginner
Your score means your frontline digital-transformation and operationalization initiatives are at the beginner stage of maturity. When examining how beginner organizations in our study compare to their more mature peers, Forrester recommends that beginner firms take the following steps within the four operational pillars of frontline work to jumpstart their frontline digital-transformation journeys.
Overall: Prepare your workforce for a long-term transformation away from previous patterns, some of which are now habitual. Prioritize the operational pillars where you can make the most progress the quickest so you can demonstrate commitment and success to managers and frontline workers alike. Physically visit a site/store/location to observe inefficiencies and to understand friction points you can address. Establish a pattern of using journey mapping to understand friction points you can address and continually gather feedback on any changes as you make them. Set the goal to:
- Move away from paper/non-technology.
- Streamline the number of tools you use to engage employees across the four operational pillars.
- Embrace the bring-your-own-device ethos by ensuring technology is accessible on personal mobile devices and does not stop at the location or manager level.
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Scheduling
Reduce manager stress and give frontline employees the flexibility they desire by giving employees self-service and shift-swapping abilities.
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Communications
- Move to a single method for communication among peers and with managers and adopt a tool that can also be used for messaging to and from senior leadership.
- Eliminate reliance on unsanctioned communications methods (e.g., text messaging, social-media messaging, messaging apps, etc.)
- Broaden communication styles by incorporating different media beyond text (e.g., video, images, GIFs). Enable communications to be created at all levels of the organizational hierarchy.
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Task management
Consolidate tasks into a single digital view that both managers and frontline workers can work from interactively while reporting completion back to HQ.
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Training/learning
Make completing required training easier to find, easier to complete, and easier to act upon by delivering it in the flow of work.
Intermediate
Your score means your frontline digital transformation and operationalization initiatives are in the intermediate stage of maturity. Forrester recommends that intermediate firms take the following steps within the four operational pillars of frontline work to advance their frontline digital transformation journeys to the ranks of the most mature firms.
Overall: Break away from the middle and move toward advanced maturity by fully evaluating all four operational pillars to see where your organization needs improvement with an emphasis on streamlining how these things work together to make a single “digital frontline workplace" super app on which frontline workers can easily get what they need and managers can easily support them. Include more workers and managers in advising you on the next features and functions to implement. Set the goal to:
- Advance your firm’s frontline technology to deliver a single-access point for all four operational pillars.
- Introduce personalization into your technology.
- Increase the role of automation in everyday tool use to reduce manager time and effort.
- Support frontline workers' career paths with greater learning opportunities.
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Scheduling
- If not yet enabled, offer employees self-service and shift-swapping abilities in scheduling processes to give frontline employees the agency and flexibility they desire.
- Explore options for frontline workers to work across locations, departments, and roles to provide more variety and flexibility.
- Begin to automate scheduling steps to reduce the hours of effort currently required by managers.
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Communications
- Enable bidirectional communication among peers, managers, and leadership by adopting a tool that uses automatic segmentation that allows for noiseless messaging.
- Regularly measure the effectiveness of organizational communications to determine how well the tools work but also how unified the culture is.
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Task management
- Automate task creation and planning while allowing for execution flexibility like assigning tasks to specific shirts or task pools.
- Allow for tasks to be completed and verified while employees are on the floor.
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Training/learning
Deliver microtraining that drives a culture of learning rather than one that pulls employees out of productive states to work through lengthy courses.
Advanced
Congratulations, your score means your frontline’s digital and operational maturity is advanced! However, you can continue to take proactive steps to extend your frontline digital-transformation efforts and improve frontline EX. Forrester recommends that advanced firms take the following steps to continue building a technology-enabled and happier frontline.
Overall: Cement your position as a highly mature organization by doubling down on data analytics, culture management, employee enrichment, and workforce operationalization. At this point, finish clearing up any remaining technology challenges and replace any tech that hasn't been supporting your overall maturity. Use these tools to keep executive leadership confident in their approach to frontline management. Set the goal to:
- Develop an agile approach to iterating and acting on ongoing needs for improvement.
- Put data analytics at the center of your approach to empower individual employees, managers, and executives with real-time insight.
- Build location-specific and organizationwide culture to make the most of the tools available.
- Become an employer of choice with well-publicized EX statistics.
- Reduce the noisy communication, tasks, and learning, and consolidate with technology that delivers everything in one app.
- Eliminate any remaining tools that duplicate the capabilities of your unified frontline employee app.
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Scheduling
Offer employee self-service availability and shift-swapping into your scheduling processes while pooling and sharing labor across locations and brands to reduce your total number of employees while ensuring adequate coverage.
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Communications
- Focus on using communications to build a culture grounded in the real experiences of the frontline workers, rally them to succeed in creating customer value, and recognize and reward them when they do so.
- Communicate relevant content to chosen audiences with automated and dynamic audience segmentation.
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Task management
- Continue automating task creation and planning.
- Put the exact right task in front of the right person at the exact right moment by using location- and context-aware tools.
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Training/learning
- Use the completion of training/learning to automatically unlock new shifts and assigned tasks.
- Recognize employees for having the motivation to expand their roles in support of the organization's mission.
Next Steps
Read the research
Thank you for taking the time to complete your assessment. Click here to read the full Forrester report commissioned by WorkJam. Learn about the state of frontline work and the relationship between EX and increased revenue. The full report includes additional key recommendations and next steps.
Ready to get started?
Speak to a WorkJam frontline EX expert to better understand your results and the results of your peers. To book a consultative meeting about your business goals and EX roadmap, click here.
View your detailed results
Methodology And Disclaimer
Methodology And Disclaimers
Methodology
Methodology
In this study, Forrester conducted an online survey of 502 frontline employee-management strategy decision-makers in North America, EMEA, and APAC to evaluate the current state of their organizations’ frontline technologies and operationalization. The study concluded in January 2023.
Disclaimers
Although great care has been taken to ensure the accuracy and completeness of this assessment, WorkJam and Forrester are unable to accept any legal responsibility for any actions taken on the basis of the information contained herein.