Workforce Management Transformation

From Chaos to Clarity

Recovering a failed WFM rollout in a high-risk environment through onsite discovery and change leadership

Engagement Lead

I led a long-form, onsite discovery and change management engagement to recover a failed Workforce Management (WFM) implementation, rebuild trust with a unionized workforce, and design a system and rollout approach aligned to complex operational and labor requirements.

Discovery & Change Management

I led discovery directly with frontline workers, union-influenced roles, payroll staff, operations teams, and leadership

Service Design & Delivery Leadership

I was accountable for eliciting real-world requirements, mapping end-to-end workflows, and leading the design of a custom WFM solution and rollout roadmap tailored to both the workforce and the organization.

Challenge

  • A new out-of-the-box WFM system had stalled after more than two years

  • The software could not support complex, union-driven scheduling, absence, and replacement rules

  • Change management and rollout had been mishandled, eroding trust

  • Frontline workers resisted or outright refused to use the system

  • Executives faced mounting pressure as operational efficiency suffered

  • Gaps in scheduling, absence management, replacement workflows, and reporting - combined with cultural resistance - had rendered the implementation effectively unusable

Goals

Recover

a stalled, high-risk WFM initiative without further damaging trust

Rebuild Trust

with frontline workers and union-influenced roles

Understand

real-world workflows and contractual constraints driving time, overtime, and replacement logic

Design

a WFM system that aligned with operational reality and labour agreements

Enable

successful adoption through a realistic, worker-informed rollout

Why This Approach Was Different:

Rather than treating the failure as a configuration or vendor problem, the engagement recognized it as a human, cultural, and organizational breakdown. I led extended onsite discovery that prioritized listening, speaking directly with workers who had rejected the previous system, understanding their concerns, and acknowledging where trust had been lost.

Through interviews, journey mapping, and process analysis with project leads, payroll, operations teams, and maintenance manning clerks, we uncovered workflows that the off-the-shelf system simply could not support. Tasks that were faster in the legacy system had become slower and more error-prone, reinforcing resistance and frustration.

Instead of forcing adoption, we designed a solution around the users. Frontline workers were included as stakeholders throughout discovery and design, ensuring union requirements were respected and operational realities were reflected. This shifted the dynamic from opposition to participation and enabled a path forward that the organization could credibly stand behind.

Strategic Deliverables

  • Extended onsite discovery with frontline workers, payroll, and operations

  • Mapping of real-world user journeys and timekeeping workflows

  • Documentation of union-driven scheduling, overtime, and replacement rules

  • Gap analysis demonstrating risks and value of off-the-shelf WFM software vs other options

  • A comprehensive, user-informed product backlog

  • Service design artifacts supporting a phased, trust-aware rollout

  • End-to-end design of a custom-built WFM system

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Outcomes

Abandoned the failed off-the-shelf WFM solution

Designed and built a fully custom WFM system from the ground up

aligned to union and operational needs

System successfully built, went live

and is now in active use

Rebuilt trust with frontline workers

through direct involvement and transparency

Improved

scheduling, absence management, replacement workflows, and reporting

Shifted organizational culture

from resistance to adoption

Enabled leadership to move forward

with a sustainable, worker-supported solution

About

  • National resource & infrastructure organisation

  • 2024

A user-centered recovery of a stalled workforce management implementation in a heavily unionized, operations-critical environment.

Impact at a Glance

  • Failed WFM implementation recovered

  • Custom-built system delivered and live

  • Union requirements respected and embedded by design

  • Frontline trust rebuilt through onsite discovery

  • Operational workflows accurately reflected in technology

  • Foundation established for long-term adoption and stability