Integrating AI in Workforce Management: A Series of Case Studies from Various Companies

With the rise of today’s fast-paced business landscape, the application of artificial intelligence (AI) has become indispensable, not just in technology-driven industries but even in workforce management. In fact, a report by McKinsey showed that 65% of respondents claimed their organizations are regularly using generative AI for business functions. It includes the usage of AI in marketing and sales and product or service development. More so, a study found a 66% boost in employee productivity using AI tools, which makes work more efficient.

Integrating AI in Workforce Management during a meeting
Professional developers discussing ideas for new project

As companies strive to optimize operations and improve employee productivity and decision-making, AI offers a powerful solution that can alter traditional workforce practices. By automating routine tasks, analyzing extensive amounts of data, and supplying actionable insights, AI helps firms to respond swiftly to evolving market conditions while ensuring an efficient workforce.

There are various cases in which companies in different industries leverage AI-driven tools to develop operations and service delivery, empower employees, and lead to a more effective workforce. Here are some examples:

Walmart: Enhancing Performance and Customer Service

Walmart, regarded as America’s multinational retail giant with an estimated 230 million customers in 2024, has long been at the forefront of embracing AI technology to streamline operations. The incorporation of AI into Walmart’s workforce management system has remarkably enhanced performance tracking and customer service delivery. Walmart has been able to refine the shopping experience through its voice order service and enforced voice assistance for in-store associates through conversational AI called Ask Sam. Moreover, AI also enabled Walmart to enhance customer service and supplier negotiations through chatbots.

This AI-driven process has also become apparent in tailored training programs for employees with the use of the AI tool My Assistant. Further, Walmart’s AI systems can predict peak shopping times and staffing needs, which minimizes wait times and maximizes labor efficiency. 

With this support, staff become empowered to expand their roles and job satisfaction, translating into Walmart’s more promising customer service, shopping experience, and sales. It also showcased how AI can lead to functional excellence and exceptional customer engagement.

Shell: Streamlining Operations and Administrative Efficiency

In the energy sector, Royal Dutch Shell, most known as Shell, as one of the largest oil and gas companies, effectively utilized AI to streamline operational and administrative processes. With a vast global workforce, it implements an AI-powered workforce management tool like IBM Watson and collaborates with generative AI algorithms from SparkCognition. This seeks to perform predictive analytics and automate scheduling and resource distribution, which could lessen administrative burdens. 

In fact, Shell is employing over 100 AI applications from various departments, which has a great impact on attaining sustainability efforts. It frees up managers to concentrate on strategic decision-making while ensuring that the right experts are available when needed. This holistic process not only optimizes resource allocation but also encourages a culture of data-driven decision-making, enabling Shell to adapt to changing market conditions.

Through leveraging AI, Shell has seen marked improvements in both operational efficiency and employee satisfaction, as team members feel more supported in their roles. To add, it has led to process improvements, cost reductions, and increases in production.

Deloitte: Leveraging Analytics for Workforce Insights

Deloitte, a global leader in professional services, has harnessed AI to advance workforce analytics capabilities. By employing AI algorithms through tools like Tableau and SAP SuccessFactors, Deloitte can analyze employee data to pinpoint trends and predict future workforce needs. 

Further, Deloitte also rolls out PairD, an internal generative AI platform to assist employees with tasks, writing code, and creating project plans. This approach has also led to acquiring valuable insights and engagement, improved decision-making in acquisition, retention, and development, and actionable predictions from data.

On the other hand, through AI-powered analytics, Deloitte can assess the effectiveness of its training programs to enhance employee skill sets and foster greater job satisfaction. The company’s strategic use of AI guarantees that the company stays competitive in a rapidly changing market environment while empowering the workforce.

Microsoft Teams: Revolutionizing Remote Work Management

As remote work becomes increasingly prevalent, Microsoft Teams has emerged as a leading workforce management tool that promotes AI to enhance collaboration, productivity, and project management. The platform integrates AI features like Copilot that facilitate effective task management of virtual teams and adds AI-driven insights that streamline workflows. For instance, Copilot can summarize key action items or decisions without the need to sift through lengthy recordings. Hence, such AI tools can drive productivity in a hybrid work environment,

Meanwhile, Microsoft Teams uses AI as well to monitor engagement levels during virtual meetings, empowers organizations to adjust workforce management strategies, and ensures that employees feel connected. They also use some AI software to detect screen content processing, as well as monitor audio and video quality to deliver high-quality experiences while in a remote work setup.

Ignite Your Workforce’s Potential with Call Design

These case studies have illustrated the transformative impact of AI on workforce management. By successfully employing AI-driven tools, companies in differing industries have improved efficiency and decision-making, as well as produced a culture of constant development. As companies persist in embracing generative AI, the future of workforce management appears favorable with the potential to boost employee engagement, operational efficiency, and overall business success.

At Call Design, we are committed to assisting organizations in elevating their workforce management tactics. Our expertise empowers businesses to cultivate environments where high-performing employees are motivated to excel. 

If you are keen to harness the potential of AI and execute strategies that nurture success, contact us today, and let us help you establish a dynamic and positive workplace.

Top Workforce Management Trends to Watch in 2025

As businesses adapt to a rapidly evolving digital landscape, workforce management (WFM) has become a critical element for achieving operational excellence. In 2025, organizations will continue to leverage emerging technologies and innovative strategies to streamline processes, enhance employee satisfaction, and improve customer experiences. Here are the top workforce management trends to watch this year:

1. AI-Powered Workforce Optimization

Artificial intelligence (AI) will play a pivotal role in optimizing workforce management processes. Advanced AI tools can predict staffing needs, analyze agent performance, and even forecast customer demand patterns. By automating repetitive tasks, AI empowers managers to focus on strategic initiatives and create more efficient workflows.

2. Personalized Employee Experiences

Employers are recognizing the importance of a personalized approach to employee management. Customizable dashboards, flexible scheduling options, and targeted training programs will help businesses cater to the unique needs of their workforce, boosting engagement and reducing turnover.

3. Integration of Remote and On-Site Teams

Hybrid work models are here to stay, requiring robust WFM solutions that seamlessly integrate remote and on-site team management. Tools that facilitate real-time communication, performance tracking, and workload distribution will be essential for maintaining productivity and collaboration.

4. Real-Time Analytics for Decision-Making

Access to real-time data analytics will continue to be a game-changer for workforce planning. Managers can use live dashboards to make data-driven decisions, quickly adapt to changes, and improve overall efficiency.

5. Focus on Employee Well-Being

Organizations are placing a greater emphasis on mental health and work-life balance. Offering wellness programs, flexible hours, and supportive resources will not only improve employee satisfaction but also enhance performance and retention.

By embracing these trends, businesses can stay competitive in a dynamic market while fostering a motivated and productive workforce.

12 Ways to Motivate and Keep Your High-Performing Employees Engaged

The success of any organization is built on the commitment and engagement of its high-performing employees, who are the driving force behind innovation and growth. To motivate and retain these individuals, organizations need more than competitive salaries.

Keep Your High-Performing Employees Engaged by rewarding them

A strategic approach is required—one that focuses on continuous motivation, recognition, and professional development.

Below are practical strategies that help foster long-term engagement and retention of high-performing employees:

1. Offer Meaningful Work

Top performers seek challenges that align with their skills and aspirations. Assigning projects that require problem-solving and creativity not only keeps them engaged but also reinforces their sense of purpose within the organization.

2. Provide Growth Opportunities

Stagnation leads to disengagement. Establishing career development plans, mentorship programs, and training opportunities encourages employees to expand their skill sets and remain committed.

3. Recognize and Reward Achievements

Recognition fosters motivation. Publicly acknowledging accomplishments through awards, incentives, or personal appreciation reinforces their value within the organization.

Statistics from Zippia show that 37% of employees consider recognition the most important factor in the workplace, emphasizing the significance of appreciating their efforts.

4. Encourage Autonomy

Micromanagement stifles engagement. Trusting employees to make decisions and giving them the freedom to manage tasks independently enhances job satisfaction and accountability.

5. Foster Open Communication

A culture of transparency allows employees to voice concerns, share ideas, and contribute to company goals. Regular check-ins, feedback sessions, and open-door policies strengthen trust and alignment.

6. Ensure Competitive Compensation and Benefits

While salary matters, benefits such as health coverage, flexible work arrangements, and performance-based bonuses contribute to long-term engagement.

7. Promote Work-Life Balance

Burnout reduces productivity. Encouraging breaks, respecting boundaries, and offering remote or hybrid work arrangements support well-being without compromising efficiency. Managing remote workforce effectively includes clear expectations, regular touchpoints, and access to necessary tools.

8. Cultivate a Positive Workplace Culture

A workplace where employees feel respected, heard, and supported enhances morale. Fostering inclusivity, celebrating diversity, and maintaining a supportive environment create a culture where high performers thrive.

9. Provide Clear Career Progression Paths

Lack of advancement opportunities leads to disengagement. Defining specific criteria for promotions, offering role-based progression plans, and providing visibility into leadership tracks help employees understand their potential growth within the organization. Employees stay engaged when they see a clear and attainable future in the company.

10. Align Roles with Company Vision

Employees who see their contributions making an impact remain engaged. Regularly communicating how their work supports company goals strengthens purpose and motivation. Workforce management strategies should include aligning individual objectives with organizational success.

11. Support Employee Well-Being

Providing wellness programs, mental health resources, and fitness incentives enhances overall satisfaction. A focus on health reduces stress and increases engagement. Healthy employees perform better and contribute more effectively.

12. Celebrate Milestones and Successes

Recognizing anniversaries, promotions, and project completions enhances satisfaction and strengthens commitment. Celebrating achievements creates a sense of belonging. Acknowledging progress maintains motivation and enthusiasm.

Keeping Top Talent Engaged for Lasting Success

When employees feel valued, they are 87% less likely to leave. Understanding how to motivate and keep your high-performing employees engaged is essential for maintaining a productive and committed workforce. A proactive approach that nurtures motivation, growth, and job satisfaction ensures that top talent stays invested in their roles.

At Call Design, we help organizations strengthen workforce management by implementing strategies that keep high-performing employees engaged. Our expertise ensures that businesses create an environment where talent thrives.

Contact us today to learn how we can help your organization build a positive and committed workforce.

Creating Seamless Customer Journeys Through Integrated Technologies

In an omnichannel world, customers expect seamless interactions across platforms. Integrated technologies are key to meeting these expectations and enhancing customer satisfaction.

1. Omnichannel Solutions: A Unified Approach

Omnichannel platforms ensure agents have a 360-degree view of customer interactions. Learn more about omnichannel solutions that unify your processes.

2. Leveraging Data Integration

Real-time data sharing between tools like CRM and WFM systems enables smarter decision-making, improving both agent efficiency and customer satisfaction.

3. Personalizing Customer Experiences

Integrated technologies provide insights that help tailor interactions to individual needs, fostering loyalty and trust.

Create Seamless Journeys

Elevate your customer experience with integrated solutions. Explore our technology solutions to learn how.

Balancing Efficiency and Empathy in Contact Center Interactions

Today’s customers demand both speed and empathy during their interactions. For contact centers, the challenge lies in balancing these elements without compromising quality.

1. Train Agents for Empathy

Agents must understand customer emotions and respond appropriately. Personalized training programs can help them build these soft skills, turning everyday interactions into exceptional experiences.

2. Equip Agents with Tools

Efficiency tools, such as AI-assisted Knowledge Management systems, provide agents with instant access to the resources they need, allowing them to focus on meaningful conversations.

3. Measure and Improve

Track metrics like customer satisfaction and average handle time to find the balance between efficiency and empathy. Use insights to refine processes continually.

Empathy Meets Efficiency

Find out how Call Design’s contact center solutions can help you achieve this balance and deliver exceptional service.

The ROI of Gamification in Contact Centers

Gamification is a proven method for increasing engagement, motivation, and performance in contact centers. By introducing game mechanics to everyday tasks, businesses can improve productivity and employee satisfaction.

1. How Gamification Works

Gamification involves applying elements like points, leaderboards, and rewards to workplace activities. These elements incentivize employees to achieve specific goals while fostering a sense of friendly competition.

2. Benefits of Gamification

  • Boosted Engagement: Employees remain motivated and focused.
  • Improved KPIs: Metrics like first-call resolution and average handle time often see marked improvements.
  • Enhanced Collaboration: Team-based gamification fosters stronger connections.

3. Implementation Strategies

Using Call Design’s Performance Management solutions, you can easily integrate gamification into your workflows, tracking results and refining strategies.

Start Gamifying Today

Transform your contact center with performance-driven gamification tools. Visit our gamificationsolutions page to learn more.

Reducing Agent Turnover: The Role of Employee Empowerment and Flexible Scheduling

High agent turnover can cripple a contact center, leading to increased costs and reduced customer satisfaction. Tackling this issue requires a focus on employee empowerment and scheduling flexibility.

1. Flexible Scheduling: A Game-Changer

Agents thrive when their schedules accommodate personal needs. Advanced WFM tools like flexible scheduling solutions create win-win scenarios: satisfied employees and optimal staffing levels.

2. Empowerment Through Tools and Training

Agents need resources to succeed. Providing tools like AI-assisted knowledge bases ensures they have immediate access to solutions, boosting confidence and performance. Additionally, regular, personalized training keeps them equipped for evolving challenges.

3. Recognize and Reward Excellence

Recognition programs, such as gamification-based performance incentives, drive engagement. Learn how performance management tools can transform your workplace by rewarding excellence.

Empower Your Team Today

By prioritizing empowerment and flexibility, you can turn your contact center into a hub of efficiency and satisfaction. Check out our full suite of WFM tools to begin your transformation.

The Future of Workforce Management in Contact Centers: Trends to Watch

Workforce management (WFM) is undergoing significant transformation as technological advancements and workplace trends reshape the industry. For contact centers, staying ahead means adopting tools and strategies that optimize both efficiency and employee satisfaction.

1. AI and Automation: Revolutionizing WFM

Artificial intelligence (AI) is changing how contact centers operate. Automated scheduling and forecasting tools eliminate guesswork, enabling precise staffing decisions that reduce costs and improve service levels. Solutions like Workforce Management tools not only streamline operations but also free up WFM teams to focus on high-impact projects.

2. Embracing Hybrid Work Models

The rise of hybrid and remote work demands flexible WFM systems. Cloud-based platforms ensure that teams remain connected regardless of location, enabling real-time collaboration and access to performance metrics.

3. Real-Time Data Analytics

Real-time analytics is no longer optional—it’s essential. By continuously monitoring key performance indicators (KPIs), managers can identify trends, address issues proactively, and ensure that operations align with business goals.’

Stay Competitive

As trends like AI, hybrid work, and data analytics continue to evolve, contact centers must adapt to maintain a competitive edge. Explore ho

Why Interviewing for Internal Roles May Be the Key to Your Next Career Move

In many organizations, people are promoted because they’ve been in a role for a while, and they know the right buttons to push or the right people to work with. And I think that’s a problem.

Don’t get me wrong, I think internal promotion and giving people a career path is fantastic! Study after study has shown how important professional development and career growth are to retaining talent, especially younger generations. The point isn’t to say we should stop promoting people internally, but I think that people should be interviewed, even internally, when receiving a promotion.  

I can hear your comments now. “I shouldn’t have to interview for a position I’ve already earned” … “Interviewing for a promotion is just an extra hoop to jump through” … “I hate interviewing! If they make me interview, I’m going to tank and lose out on this opportunity.” I get it and I think your concerns are valid and should be considered as these processes and policies are implemented. But what you don’t realize is that the organization is doing you a disservice by not interviewing you for the role. Hear me out.

In my role, I’ve had an opportunity to help people move from one organization to another. Whether that’s hiring them into my team or coaching them through their job search process. One of the biggest challenges I’ve seen from people is their inability to articulate their value in an interview. “Why should we hire you.” It’s a common enough question but so many people swing-and-miss on this question and it’s such a critical answer for you to nail!

I’ve heard plenty of people mention how they are self-starters, self-learners, quick learners, self-motivated, team players, great communicators, etc, etc. These are likely all true and possibly valuable. However, why would I hire you, a self-starter who loves to collaborate, over someone else that expresses the same thing? There needs to be more definition, a finer point, or a better way to communicate your value.

And here is where interviewing for internal roles comes in.

When organizations interview for internal roles, it gives you the opportunity to practice articulating the “why me” answer. It gives you the chance to self-assess and look for the core nuggets of why you’ve been successful and then how to articulate that to other people.

There will be a temptation to simply point toward the projects you’ve run well or the team that has grown under you. The problem is that those examples don’t get to the core of your value add. Great, you ran a project well, but what was it about your skillset and unique ability that allowed you to do that? You’ve got to dig deeper and articulate something specific and unique.

So how do we do this and what does it look like? I’m so glad you asked!

You think you work well in team environments and that is a reason someone should promote you or possibly hire you. But when is that true and when has it not been true? Do you work best when teams are made up of certain people or in certain environments? So you refine your answer to “I’m a great team player with people who love to dream and cast vision”, but why is that true? What is it about working with them that you enjoy and that makes you so valuable in that environment? You refine further. “I love working in a team environment with people that cast vision and dream well because I don’t do those things well.” We’re getting closer but we don’t want to end on a negative. Plus, we need to go one level deeper. So instead of saying “I’m a great team player” you can say “I work well in team environments with individuals that cast vision well. I’ve found that my skill is in taking someone else’s vision and making it a reality. I love refining and executing big picture thinking and I work well in environments that include that.” You don’t just work well in team environments, you’re an executor and refiner!

For myself, I could just say “I’m curious and I like to ask questions”, and that might be a bit unique but it’s far short of what it could be. My answer is “I’m incredibly curious and love to ask questions. I’m very comfortable being the dumbest person in the room and asking the questions that everyone thinks but no one wants to ask. My questions typically help teams investigate assumptions and norms to ensure everyone is aligned and on the same page before moving forward. Simply put, you should hire me because my curiosity can help your organization improve communication and move faster by uncovering the unanswered questions.”

This type of self-assessment and ability to articulate your unique value can lead to greater confidence and impact, even in your current organization. When you don’t interview for internal roles and promotions you miss out on the opportunity to assess why you’ve been successful, find a way to articulate that and practice your answer well before trying to land that dream job, possibly at another organization.

Whether you’ve been with an organization for 2 years or 20 years, do yourself a favor and practice your answer to “Why should I hire you”, your next career move may just depend upon it!

At Call Design we believe that employees have the right to be happy, engaged, fulfilled, and aligned at work. Part of finding fulfillment at work includes knowing what you’re good at and what you love to work on. If you’d like help discovering your unique skills or being able to articulate them, please reach out and let us know. One of our coaches would love to work with you and help you find fulfillment at work!

How to Build Culture Driven Teams

What is a Culture-Driven Team?

A culture-driven team is intentionally built around shared cultural values and norms, which are considered essential for success. It’s about identifying the values that resonate with your team and using them as the compass to guide your hiring, onboarding, and development processes. Building a culture-driven team means going beyond individual expertise and focusing on collective growth and collaboration.

Hiring for the Team, Not Just the Individual:

To build a culture-driven team, it’s crucial to prioritize the team dynamic over individual roles. Instead of solely focusing on qualifications, seek candidates who are the best fit for the team’s cultural fabric. You may be tempted to think that your new hire will typically have few opportunities to work with other people, so you don’t need to worry about team dynamics. Their “just” a forecaster, or scheduler that will be in the corner just pushing a few buttons (an oversimplification of their role!). The reality is that each person, regardless of how vocal or connected they are, impacts the whole team. As you hire each role you need to be thinking about the values your team is centered around, finding those values in the interview process, and then supporting the values during the training and onboarding process. Remember, a strong team always outperforms a lone superstar.

Possible Team Values:

There are a ton of values you can center your team around, and which ones you should pick will be dependent upon your leadership style, company values, and even your geographical area. For this blog, we’ll focus on four values that Call Design sees as important to helping people be Happy, Engaged, Fulfilled, and Aligned at work.

  • Curiosity: Look for candidates who exhibit a genuine thirst for knowledge and a desire to continuously learn and grow. This soft skill can be developed in others, but it’s incredibly hard to impart it to people who lack it entirely. Find individuals that naturally ask questions and look to dig into things.
  • Embracing Chaos: Seek individuals who thrive in dynamic environments and see chaos as an opportunity for innovation and adaptation. Contact center and WFM teams are full of days where things are constantly changing. The key isn’t just how they respond in chaos, but how they feel in chaos. Is the constantly changing environment life-giving or life-taking for them? Plenty of people can put up with the chaos, but where are the people that enjoy the chaos?
  • Transparency: Value candidates who prioritize open and honest communication, even if it means challenging the status quo and leadership! Organizations that not only allow but encourage people to push boundaries and innovate position themselves to be successful long-term. Sure, curiosity is important to innovation, but even more important is an environment where people are open and honest to push on bad ideas and share their opinions, even if it’s the opposite of the boss.
  • Kindness: Prioritize kind team members. It’s simple to say but hard to do. We all know that kindness doesn’t make up for an inability to do a job. We’ve all worked with a Kind Karen who is super sweet but is constantly needing help. And we’ve also worked with a Mean Megan who gets work done but no one wants to work with her. Reminder, we’re trying to build a team and not just fill roles. Karen’s kindness is going to have a bigger positive impact on the team than Megan’s, even if you try to isolate Megan to minimize the negativity while still benefiting from her efforts.

Interviewing for Cultural Fit:

Here are some questions you can use to find the four team values we’ve already highlighted.

  • Curiosity: “What questions do you have for me?” Normally we ask this question at the end of an interview but when we start with this question we learn a few things immediately. Did the person do any research and come prepared with a list of questions? If they didn’t, how quickly are they able to switch into questioning mode and how insightful are their questions? We can learn a lot about someone’s curiosity within the first few minutes of an interview by starting with this question.
  • Chaos: “Is chaos life-giving or life-taking”. Most people have a great answer as to how they respond in chaos, but the key here is how they feel in chaos. You can teach someone the steps you want them working through during fire drills, but if your chaotic environment is going to suck the life out of them, well that’s the opposite of what we’re looking for. Hire for feeling and train for action.
  • Transparency: “Tell me about a time you told your boss they were wrong.” If they can come up with a dozen examples they may be more interested in pointing out flaws than coming up with solutions. If they’ve never told their boss they’re wrong then they may not feel comfortable sharing honest feedback. This question allows you to see how easily the person can push against authority and possibly provide helpful feedback, even for the boss.
  • Kindness: Observe how candidates speak about their former employers and colleagues, looking for indications of a cooperative and compassionate mindset. Again, this value is so simple but it’s incredibly impactful on your team. Don’t overlook how well the interviewee would or would not get along with the rest of your team.

Side note: If you’d like some additional tips for interviewing check out our blog on being a servant leader during the interview process.

Reinforcing Culture through Onboarding and Development:

Once team members join your organization, it’s crucial to nurture and reinforce the desired culture:

  • Curiosity: Don’t just encourage curiosity, communicate that it’s an expectation. Every team meeting, 1-1 interaction, or catch-up conversation ask them what questions they have for you. If they are consistently saying they have none then that should be a big red flag. Help them understand that you expect them to have questions and to come to you with them. More than any other time, onboarding is when they need to be bringing questions to the table.
  • Embracing Chaos: After they’ve been on your team for a while ask them how they feel their job description should change. What should be removed and what should be added? Help them see that they have a chance to shape the chaos and focus on what brings them joy. Plus, they’ll be engaged and find fulfillment in a role they help shape!
  • Transparency: Lead by example and share your challenges, creating an environment where honesty and open communication are rewarded. Help them see that you value honesty and openness over being right and perfect. They’ve likely made a career of constantly having the right answer and getting things correct. Show them that even their leader is still making mistakes and trying to learn things. Set a tone that promotes transparency and honesty.
  • Kindness: Encourage team members to connect on a personal level and build relationships with their colleagues. It’s easy to do meet-and-greet meetings and just learn about the person’s role in the organization. Push your team to really find out about the person. The more they can learn about the person’s personal and professional life the better they’ll be able to collaborate and work together.

Building a culture-driven team is an investment that pays off in multiple ways. It not only enhances productivity and collaboration but also creates an environment where employees can be happy, engaged, fulfilled, and aligned. At Call Design, we are passionate about helping contact centers and workforce management teams unlock their full potential. We believe in the power of culture-driven teams and the positive impact they can have on organizations. If you’re ready to take your team to the next level, let’s connect and explore how we can collaborate to elevate your workforce management strategy. Together, let’s build a culture-driven team that drives lasting success!