Workforce Management Tips and Resources: 50 Essential Resources on Workforce Management (Plus 150 Workforce Management Tips) - ClickSoftware

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Workforce Management Tips and Resources: 50 Essential Resources on Workforce Management (Plus 150 Workforce Management Tips)

January 25, 2016 Dana Liberty 1 Comments

Workforce management (WFM) has become a hot topic in the past few years, as businesses and enterprises recognize the need to meet the demands of work with their available resources and satisfy business objectives in a cost effective and efficient manner. Often, WFM hinges on pairing employee skills and specialties with specific tasks, ultimately to determine the amount of labor and types of labor required for finishing tasks throughout the day. 

Workplace management involves numerous factors, including mobile solutions and analytics systems.

Workforce management falls under the umbrella of human resource management and often includes planning, scheduling, mobilizing, supervising, time and attendance tracking, and much more. Workforce management becomes even more complex for operations that employ a mobile workforce or remote workers. With the advent of a boom in the mobile workforce, companies are facing tough decisions about BYOD policies, talent management, and time tracking, to name a few.

 We understand the complexities of workforce management, and mobile workforce management, and we want to help you navigate your WFM more successfully. That’s why we have rounded up our top workforce management tips and resources from around the Internet. We want you to have as much authoritative information about workforce management as possible so that you can strategize and implement the WFM solution that is best for your organization. Our top workforce management tips and resources come from industry experts, thought leaders, and others who deal with the triumphs and challenges of workforce management every day. Please note, that while we have listed our best workforce management tips and resources below in no particular order, we have included a table of contents so that you can jump to the resources types that most interest you.

 Jump to:

Articles and Blog Posts

1. 7 Workforce Management Trends That Will Impact IT in 2015

@MyShar0na

@CIOonline

Workforce Management trends involving IT and computer systems

A large part of workforce management involves IT, and CIO.com is a trusted source for tips for IT professionals. Sharon Florentine, senior writer at CIO.com, explored the ways in which businesses designed their workforce management strategies for 2015. She shares the seven issues that were slated to impact the IT side of workforce management in 2015, and they’re worth reviewing as organizations look ahead to WFM strategies for 2016.

Three tips we like from 7 Workforce Management Trends That Will Impact IT in 2015:

  • View employees as assets, rather than as cost centers
  • Focus on talent retention and career development as the workforce shifts from baby boomers to Gen Xers and millennials
  • Be ready for wearable technologies to impact the workplace

Cost: FREE

2. The New Face of Workforce Management for 2015

@MonetSoftware

Workforce Management and mobile software solutions

TMCnet contributing editor Tracey E. Schelmetic and Workforce Management contributor penned this Workforce Management featured article in early 2015. She analyzes the ways in which workforce management assists SMBs, especially when it comes to compliance, proper staffing levels, and juggling part-time employees’ schedules.

Three tips we like from The New Face of Workforce Management for 2015:

  • Contact centers that are not using a workforce management solution should consider doing so to ensure proper staffing levels and avoid long hold times
  • WFM solutions help organizations of all sizes to comply with regulations at the national, state, municipal, and individual union levels
  • Flexible scheduling will be imperative to keeping Generation X and millennial employees happy, as it allows for a work-life balance

 Cost: FREE

3. 8 Considerations When Evaluating Utility Mobile Workforce Management Software Solutions

@boothmarketing

@EnergyCentral

Workforce Management Solutions and small business scheduling

Glenn Booth, marketing consultant at Booth Marketing with more than 30 years in electrical and software engineering and technical marketing, wrote this workforce management article specifically for utilities. He focuses on the need for utility companies to mobilize the field workforce and outlines the consideration they need to make when they evaluate a mobile workforce solution.

Three tips we like from 8 Considerations When Evaluating Utility Mobile Workforce Management Software Solutions:

  • Be sure your workforce management solution is flexible and compatible with the way in which your field workforce works
  • Security is a crucial component of mobile workforce software solutions
  • Ensure that your mobile workforce solution automates the work order process and is customizable

Cost: FREE

4. Mobile Workforce Management: Productivity Tips and Solutions

@Webroot

Workforce Management and mobile enterprise strategy

A provider of smart cybersecurity, Webroot recognizes that mobile workforce management carries several challenges, including protecting valuable company data and securing employees’ devices. They offer several productivity tips and solutions for mobile workforce management, along with suggestions for protecting devices when employees use WiFi hotspots.

Three tips we like from Mobile Workforce Management: Productivity Tips and Solutions:

  • Remote workers should consider locations carefully when choosing a temporary mobile office space, such as a coffee shop, public space, or hotel, because of slow connection speeds and noisy environments
  • Use advanced threat protection on all devices
  • Consider removing all sensitive company information and store it in a remote cloud-based location

Cost: FREE

5. Top 10 Implementation Tasks For a Mobile Workforce Management System

@FSNewsUK

Workforce management and mobile enterprise strategy

Field Service News is a leading magazine dedicated to the field service industry. Alan McNamara of Ultan Technologies highlights key considerations for organizations looking to implement mobile workforce technology in his workforce management article for Field Service News. Mobile workforce management is a large component of workforce management, as companies employ more mobile and remote workers today than ever before.

Three tips we like from Top 10 Implementation Tasks For a Mobile Workforce Management System:

  • Simplify the integration process by making incremental improvements in productivity early on and then automating manual steps later
  • Evaluate your company forms, especially for work orders and on-site reporting, and make them as simple and easy to use as possible
  • Consider giving clients access to the back-end of your mobile workforce management system

Cost: FREE

6. 7 Key Benefits of a Mobile Workforce Management Solution (MWFM)

@MichaelCleary3

Mobile Workforce Management Solutions are essential for the modern business.

Principal at Azmose LLC, Michael Cleary explains in this LinkedIn Pulse article that mobile workforce management (MWFM) is critical for organizations that perform field services because they must find ways to “continuously improve efficiency.” He also points out that now is the best time to invest in MWFM because technology providers are including features and capabilities in their solutions that drive efficient field operations, while smartphones and mobile devices are more capable than ever before of helping users utilize those features.

Three tips we like from 7 Key Benefits of a Mobile Workforce Management Solution (MWFM):

  • Take advantage of the unprecedented real-time visibility into field workers’ daily activities
  • Expect productivity of workers to increase after implementing the right MWFM that eliminates the inefficiencies associated with paper-based processes
  • Strive to increase first-time fix rates and one-time visits with your MWFM solution

Cost: FREE

7. Managing the Mobile Workforce

@FCWnow

Modern workforce management requires mobile enterprise strategies.

FCW shares “news, events, and insight on the business of federal technology.” In this FCW workforce management article, Colby Hochmuth examines the challenge associated with building a more mobile workforce that “serves agencies’ missions and meets their security requirements.” Hochmuth points to the Agriculture Department as being a leader in implementing a successful enterprise mobility management solution.

Three tips we like from Managing the Mobile Workforce:

  • Stop thinking about mobile workforce management as “something nice to have” and look at is as a “business imperative”
  • Keep in mind that “mobility solutions are not one-size-fits-all”
  • Make two-factor authentication a goal of your mobile workforce management strategy

 Cost: FREE

8. 3 Keys to Examining One of the Most Overlooked Business Costs: Workforce Management

@Entrepreneur

workforce planning and scheduling are important parts of management.

Anish Rajparia, president of major account services at ADP, is a contributor at Entrepreneur magazine. In his January 2015 workforce management article, Rajparia references a recent ADP Research Institute study that found 54% of midsize-business owners characterize managing their employees as a daily concern. He wonders whether executives know all of the direct and indirect costs of managing their employees.

Three tips we like from 3 Keys to Examining One of the Most Overlooked Business Costs: Workforce Management:

  • Find the total cost of ownership (TCO) by following the five pillar rule, or the five aspects of human capital management (HCM): payroll, employee benefits administration, talent management, human resources administration, and time and labor management
  • Conduct a formal cost analysis across all five pillars
  • Use the visibility gained by workforce management to measurement to truly understand the cost of HCM

 Cost: FREE

9. 3 Tips to Ensure a Successful Mobile Workforce Management Deployment

@andypritchard

Workforce Management now requires mobile workforce solutions.

 Sales and marketing manager at Weever Apps Inc., Andy Pritchard offers three tips for successfully deploying a mobile workforce management solution in this LinkedIn Pulse article. Pritchard explains that while 2/3 of North American companies now have a mobile workforce, many have not yet gone mobile.

Three tips we like from 3 Tips to Ensure a Successful Mobile Workforce Management Deployment:

  • Invite company stakeholders to a brainstorming session to identify problems and discuss opportunities like workforce management that will benefit your company
  • Determine whether a custom mobile development firm, mobile platform developer, or enterprise platform company would be the best fit for your company
  • Consider taking a phased approach to a MWFM solution to prioritize workflows and get the largest impact with the least effort

 Cost: FREE

10. The Advantages of Workforce Management

@hrmagazine

Workforce Managmeent requires a enterprise resource management system according to HR.

 HR magazine was named Towers Watson’s HR publication of the year two times, for its breaking news, blogs, forums, research, and strategic information. In his HR magazine workforce management article, Marcello Sambartolo, UK marketing manager at WorkForce Software, begins by informing readers that the Human Capital Management Institute determined that 70% of an organization’s total operating costs have risen every year since 2005; those costs include the sum of employee salaries, hourly wages, overtime, and indirect compensation. More telling is the news that only 1.5% to 3% of spending on enterprise software solutions goes toward workforce management. Companies need to unlock the potential of comprehensive workforce management if they are going to improve business performance.

Three tips we like from The Advantages of Workforce Management:

  • Workforce management spending should be a top priority
  • Automate your workforce management in order to improve employee morale and satisfaction
  • Optimize your workforce efficiency to improve customer satisfaction

 Cost: FREE

11. 5 Tips for Managing Employees in a Post-PC Era

@MindaZetlin

@Inc

In the post-PC era, mobile workforce management solutions are vital for successful workforce management.

Inc. is a resource for anything you need to know for starting and growing your business. In her workforce management article for Inc., Minda Zetlin, co-author of The Geek Gap and business and technology author and journalist, considers the ways in which organizations can protect their data as their workforces become mobile.

Three tips we like from 5 Tips for Managing Employees in a Post-PC Era:

  • Accept that your workforce wants to be mobile and will prefer to use their own devices to do their jobs
  • Develop a bring your own device (BYOD) policy
  • Be proactive and require a stipulation in your BYOD policy allowing for the ability to remotely wipe all data off a stolen or lost mobile device

 Cost: FREE

12. Think Managing Your Mobile Workforce Is Hard? You’re Right – But Here’s Help

@MobileSSInc

Mobile workforce management involves keeping employees working outside the office connected to what goes on in the office.

One of the largest mobile expense management firms in the United States, Mobile Solutions offers this workforce management article from COO Dennis Doyel. With an eye to the more than 3.3 million employees who work remotely, Doyel admits that it can be extremely challenging to managing the mobile workforce. He points to creative approaches to mobile workforce management that ultimately result in a more agile and skilled workforce for companies looking to meet their future business demands.

Three tips we like from Think Managing Your Mobile Workforce Is Hard? You’re Right – But Here’s Help:

  • Help mobile and remote workers feel connected to the company as much as possible by connecting their activities and projects back to the company’s future plans and success
  • Operate in the cloud and allow employees to utilize cloud storage and cloud-based tools for greater productivity levels
  • Communicate roles, responsibilities, expectations, and deadlines as clearly as possible

 Cost: FREE

13. Tips for Managing a Modern Mobile Workforce

@Synerion

mobile workforce management requires metrics and management apps.

A leading supplier of time and attendance and workforce management solutions, Synerion knows a thing or two about workforce management. Tips for Managing a Modern Mobile Workforce, a Synerion blog post, offers strategies for better managing a mobile workforce, even when managers find it difficult to connect with employees.

Three tips we like from Tips for Managing a Modern Mobile Workforce:

  • Discuss metrics and goals with employees and then track them with a workforce management system
  • Increase employee satisfaction with cloud-based collaboration systems and online meeting programs
  • Connect and engage with remote and mobile workers often as possible

 Cost: FREE

14. Five Tips for Managing a Mobile Workforce

@mobileday

mobile workforce management solutions involve the use of apps that the employees can use remotely from their home.

While it is easy to understand why today’s employees prefer to be part of a mobile workforce, it is even easier to understand why managing that mobile workforce is so challenging. A successful mobile workforce management strategy maximizes efficiency and productivity.

Three tips we like from Five Tips for Managing a Mobile Workforce:

  • Be aware of the latest workforce management applications that boost productivity, reduce business costs, and improve responsiveness
  • Communicate regularly with all employees
  • Set goals that hinge on quantifiable results

Cost: FREE

15. 6 Tips for Engaging the New Mobile Workforce

@JiveSoftware

Jive says to expect a shift in mentality and corporate culture when adopting a workforce management solution.

Jive Software is a leading provider of modern communication and collaboration solutions for business. Their mobile workforce management blog post, 6 Tips for Engaging the New Mobile Workforce, stresses the point that companies need to embrace the advent of mobile because now consumer apps inspire workplace innovations.

Three tips we like from 6 Tips for Engaging the New Mobile Workforce:

  • Understand that mobile is creating “an entirely new way of working”
  • Remember that millennials expect to be able to use technology effectively, but 35% of workers claim their companies do not provide the necessary tools for them to work from anywhere, any time
  • Be prepared for the cultural shift that will occur when you develop a mobile infrastructure

 Cost: FREE

16. Mobile Workforce Management Tips

@peteemslie

workforce management systems keep employees connected when working remotely.

Director and co-owner of CloudStuff and SignalsIT, Pete Emslie offers his workforce management tips in this LinkedIn Pulse article. He emphasizes the point that businesses much understand “exactly how they should be managing this new breed of workers that barely see the inside of an office,” because the mobile workforce is booming.

Three tips we like from Mobile Workforce Management Tips:

  • Remain connected with mobile and remote workers at all times
  • Stay on top of innovative technology, especially applications that deliver fast, efficient communication
  • Adapt management styles to support teamwork, productivity, and creativity, rather than attempting to micromanage

Cost: FREE

17. 5 Must-Haves for a Mobile Workforce Management Software Solution

@HRlabdotcom

mobile workforce management is a trend that is going global.

In his mobile workforce management article for HRlab.com, Micah Fairchild addresses the fact that companies are feeling the pressure to implement effective mobile workforce management software solutions. He makes reference to the fact that 53% of organizations already use a form of MWFM software in their operations and the trend is stretching around the globe.

Three tips we like from 5 Must-Haves for a Mobile Workforce Management Software Solution:

  • Being able to manage mobile schedules is a top priority, so consider schedule optimization solutions
  • Be sure your MWFM solution can handle multiple job types, work orders, and scenarios
  • Have your workforce management expectations in mind when selecting a MWFM solution

Cost: FREE

18. 7 Key Strategies Impacting the Mobile Workforce

@B2Community

Workforce Management now involves making use of a cloud workforce.

Business 2 Community is a trusted resource for breaking news and trends involving social media, digital marketing, content marketing, social selling, and more. John Cameron, general manager of Trimble Field Service Management, shares his tips for workforce management in this article for Business to Community. He also explores the ways in which knowledge management and advanced analytics are changing field service organization operations.

Three tips we like from 7 Key Strategies Impacting the Mobile Workforce:

  • Be prepared for field workers to use mobile apps to share data and ease their workloads
  • Keep in mind that the new generation of field service workers have much greater proficiency with mobile tools and apps and a better understanding of the importance of the cloud and other innovative work solutions
  • Make use of Big Data to improve services and operations, identify patters, and conduct more strategic business and workforce management planning

 Cost: FREE

19. Managing a Mobile Workforce: Think Data, Not Just Devices

@Microsoft_Gov

cloud software solutions are increasingly important when dealing with a mobile workforce

Microsoft Government highlights public sector issues, insights, and innovations for all levels of policymakers around the globe. Susie Adams, CTO of Microsoft Federal, presents her tips for government agencies’ workforce management in her article, Managing a Mobile Workforce: Think Data, Not Just Devices. She explains that the boom in mobile is forcing government agencies to adapt their workforce management policies.

Three tips we like from Managing a Mobile Workforce: Think Data, Not Just Devices:

  • Be ready to tackle the challenges associated with balancing a productive, mobile workforce with security protocols necessary for accessing agency data on new devices and remote-access technologies
  • Consider “delivering a unified application and device management environment, both on-premises and in the cloud,” to provide consistent access for the mobile workforce
  • Be willing to compromise to balance the goals of business groups, information security policies, and employee productivity and needs

 Cost: FREE

20. Tips for Managing Mobile Workers

@workforcenews

Workforce management is a new, extremely important part of HR.

Workforce magazine focuses on HR topics, and workforce management has become a critical HR component. In this workforce management article, Michelle Rafter stresses the importance of collaboration and constant communication for successful mobile workforce management.

Three tips we like from Tips for Managing Mobile Workers:

  • Schedule regular communication and collaboration events, whether it is a conference call, video chat, or other form
  • Onboard mobile and remote workers at company headquarters first, when possible, to get to know one another and develop a sense of community
  • Ask probing questions when communicating with remote and mobile workers to get a real feel for how they are doing

 Cost: FREE

21. Fleet Management ROI – Look Beyond Fuel Savings

@Telogis

workforce analytics are important with a mobile workforce.

Telogis is an award-winning, cloud-based connected vehicle software platform. For many field service companies, fleet management is a crucial piece of their workforce management. This Telogis blog post reminds enterprises that they need to look beyond fuel savings when determining fleet management ROI.

Three tips we like from Fleet Management ROI – Look Beyond Fuel Savings:

  • Consider integrating fuel card data with telematics as part of your fleet management strategy
  • Place field supervisors on site for more than 5.5 hours per any given shift
  • Determine which asset are being underutilized and deploy them in an efficient manner

 Cost: FREE

22. Five Secrets of Efficient Workforce Management – Tips to Remember

@UnicornHRO

Workforce management requires workforce analytics before developing a total strategy.

Unicorn HRO offers integrated, flexible, powerful HR solutions. Their workforce management article, Five Secrets of Efficient Workforce Management – Tips to Remember, reminds readers that workforce management entails taking the necessary steps for maximizing employee potential. The article includes tips for improving workforce management, no matter your industry.

Three tips we like from Five Secrets of Efficient Workforce Management – Tips to Remember:

  • The first step of implementing workforce management should be gathering and analyzing data to determine your company’s strengths and challenges and then develop a workforce management strategy to address those challenges and enhance those strengths
  • Employee satisfaction is an important factor in workforce management
  • Adapt your workforce management strategy as needed and make sure that it is flexible from the start

Cost: FREE

23. Workforce Management: 5 Tips to Efficiently Manage Your Employees

@BusinessBeeCom

Workforce Management and enterprise resource management solution

BusinessBee.com makes business management and operations, including workforce management, their business. They offer tips for efficiently managing employees to help companies more successfully run their companies and conduct effective workforce management.

Three tips we like from Workforce Management: 5 Tips to Efficiently Manage Your Employees:

  • Create an atmosphere of satisfaction by carefully considering which benefits to offer employees
  • Use cutting-edge technology and software and make it available and accessible to employees
  • Set attainable goals for employees and adapt as the business market landscape changes

 Cost: FREE

24. How Can a Time and Attendance System Improve Your Workforce Management?

@Paychex

shift scheduling software can help improve corporate functionality when time and attendance is recorded.

Paychex provides payroll, HR, and benefit services. Their workforce management article, How Can a Time and Attendance System Improve Your Workforce Management?, details the ways in which automated time and attendance systems save companies time and give managers more freedom to access data for making better workforce-related decisions.

Three tips we like from How Can a Time and Attendance System Improve Your Workforce Management?:

  • Utilize automated time and attendance solutions to increase efficiency, meet production goals, and manage costs by matching scheduling to workload projections
  • One of the best ways to ensure compliance with scheduling requirements is to use time and attendance software
  • Increase employee satisfaction by offering staff enough hours for maximizing their income yet accommodating requests for vacation and time off

Cost: FREE

25. Three Critical Steps to Greater Mobile Workforce Efficiency

@EnergyCentral

workforce analytics and shift management software

Joyce Tam is a product marketing strategist for Trimble Field Service Management. In her workforce management article for Intelligent Utility, Tam examines the difficulties fleet managers face in making strategic changes due to the amount of time they spend tracking and maintaining field vehicles and scheduling technicians. She explains that the best answer for fleet management and overall workforce management is implementing a workforce management software solution that includes in-vehicle devices and mobile workers’ handheld devices.

Three tips we like from Three Critical Steps to Greater Mobile Workforce Efficiency:

  • Utilize valuable insights from delivery time stamps, time spent at each site, routing records, and daily logs to improve operations
  • Optimize routing with location technology, 3D mapping, geolocation, and telematics
  • Use your workforce management system to get real-time visibility into the schedules and activities of mobile workers

Cost: FREE

26. How to Deploy Tablets To Your Mobile Workforce

@Computerworld

@byJenAMiller

When creating a mobile enterprise strategy, the people who use the technology should be involved in the decision-making process.

Jen Miller penned this featured workforce management article for ComputerWorld to offer tips for deploying tablets to your mobile workforce. She suggests that the process involves asking the people who will be using them, which hints at a larger workforce management practice of involving stakeholders while making workforce management decisions.

Three tips we like from How to Deploy Tablets To Your Mobile Workforce:

  • Involve end users in workforce management tool selection
  • Encourage collaboration between teams when implementing workforce management strategies
  • Roll out new portions of workforce management in creative ways to increase employee buy-in

 Cost: FREE with email registration

eBooks and White Papers

27. 10 Things to Consider In Your Mobile Workforce Management Strategy

@FTOnline

Implementing a mobile enterprise strategy is a process and has to be monitored over time.

Field Technologies provides information on technologies that optimize mobile workers, service, and assets. Their mobile workforce management eBook, 10 Things to Consider In Your Mobile Workforce Management Strategy, explains that a workforce management strategy impacts several areas, so it is important that you make the necessary considerations before implementing workforce management.

Three tips we like from 10 Things to Consider In Your Mobile Workforce Management Strategy:

  • Do not expect to implement a workforce management strategy overnight
  • Consider implementing workforce management over time
  • After implementing a workforce management strategy, consistently analyze data and reevaluate company goals and adapt your workforce management strategy as needed

 Cost: FREE with email registration

28. Working Smarter & Working Faster

@fieldservicewbr

Workforce Management is supposed to cut costs and increase savings while tailoring work to suit each employee's skills.

Field Service is dedicating to supporting the service industry. Their workforce management eBook, Working Smarter & Working Faster, examines how mobile workforce management “changes the game for SMBs.” The eBook centers on how SMBs implement workforce management solutions that result in increasing field productivity, reducing cost, and improving employee engagement.

Three tips we like from Working Smarter & Working Faster:

  • A successful mobile workforce management strategy includes supporting employees who work in the field
  • Have a repair service available for emergencies
  • Put a dispatch or support team in place to communicate with field service employees and ensure dispatch agents have a basic understanding of what the field agents do so they are better able to support them

Cost: FREE

29. Maximising Today’s Mobile Workforce

@Asure_Software

mobile enterprise strategies need to be productive.

Asure Software provides on-demand workplace, resource management solutions, as well as time and labor solutions, to help companies run cost-effective operations. Maximising Today’s Mobile Workforce is Asure’s workforce management eBook, and it explores how the “mobile work revolution” has impacted organizations’ mobile workforce functions globally.

  • It is key to maximize employee productivity, regardless of where they work
  • Companies need to balance operational efficiencies and cost savings with maximized mobile workforce value
  • Mobile workforce management tools are essential to supporting a mobile workforce

 Cost: FREE with email registration

30. Mobile Solutions for Front-Line Workforce Management

Mobile enterprise strategies must include accountability and productivity while limiting costs in order to work.

Passport Corporation delivers intelligent software solutions for mobile workforce management, with the goal of enhancing the productivity of front-line employees, the accuracy of information, and the accountability of operations. Their workforce management white paper, Mobile Solutions for Front-Line Workforce Management, examines how mobile workforce management solutions streamline inefficient processes and increase visibility across the enterprise.

Three tips we like from Mobile Solutions for Front-Line Workforce Management:

  • Companies must have real-time visibility into labor and production across the workforce for efficient resource management, accurate job costing, timely billing, and streamlined payroll
  • Extend automation to mobile workers in order to increase productivity and accountability and control labor costs
  • Labor, work order, and job costing information all play a role in effective mobile workforce management

 Cost: FREE

31. Two Roads to Mobile Workforce Management: Choosing Between On-Premises and Cloud Delivery

@ClickSoftware

workforce management solutions can be either through a cloud or on-premises.

As a leader in field service management, both in the cloud and on premises, we at ClickSoftware understand that companies must choose the right mobile workforce management solution for their business goals and circumstances. That’s why we shared eight critical considerations for choosing the right model in our workforce management white paper, Two Roads to Mobile Workforce Management: Choosing Between On-Premises and Cloud Delivery.

Three tips we like from Two Roads to Mobile Workforce Management: Choosing Between On-Premises and Cloud Delivery:

  • Companies need to take the technical market drivers and strategic considerations into account when deciding to choose a cloud or on-premises workforce management solution
  • Automate workforce planning and optimize scheduling, appointment booking, work-order management, crew and contractor management, and demand forecasting as part of your workforce management strategy
  • Examine both the benefits and potential limitations of cloud and on-premises workforce management solutions before making a decision

Cost: FREE

32. Workforce Management: Controlling Costs, Delivering Results

@aberdeengroup

Workforce management solution improve efficiency and productivity and are essential for small businesses.

The Aberdeen Group is a leader in bringing together Big Data and content marketing services. They provide fact-based research, and their workforce management white paper, Workforce Management: Controlling Costs, Delivering Results, stresses the need for organizations to balance efficient, cost-effective operations with the necessary agility and flexibility for meeting customer and employee needs. They specifically consider how workforce management solutions enable organizations to efficiently manage customer demand, empower managers and employees, and engage and retain key talent.

Three tips we like from Workforce Management: Controlling Costs, Delivering Results:

  • Companies should make use of HR and workforce data to make better operational decisions
  • Small organizations should consider implementing a workforce management solution because of the complex challenges in operating at peak efficiency and meeting customer and employee expectations
  • Use an automated workforce management solution to make data-driven decisions

 Cost: FREE

33. From Workforce Management to Workforce Productivity

@AspectSoftware

Workforce management and workforce analytics

Aspect Software is a leading provider of fully-integrated customer interaction management, workforce optimization, back-office, and cloud solutions. Their workforce management white paper, From Workforce Management to Workforce Productivity, explores how workforce productivity solutions and practices transform contact centers.

Three tips we like from From Workforce Management to Workforce Productivity:

  • Contact centers are critical to customer satisfaction, so companies need to include them in workforce management strategies
  • Effective workforce management for contact centers must take established business goals and metrics, including agent profitability, into account
  • Communicate with contact center agents quickly and constructively when their performance falls outside productivity parameters

Cost: FREE

Infographics

34. The Power of Mobile

@ClickSoftware

workforce management solutions that use cloud software ensure that mobile employees have access to the network 24/7.

Our workforce management infographic, The Power of Mobile, examines how powerful mobile workforce management becomes when it is coupled with data. The answer lies in companies increasing data usability by allowing remote access to the company’s network via mobile devices.

Three tips we like from The Power of Mobile:

  • Allow employees to use their personal mobile devices, to reduce training time and increase familiar usability
  • Utilize GPS solutions for field mobility workers, in order to decrease downtime
  • Consider a workforce management solution that is available in the cloud so that mobile workers have access to the network any time, anywhere

 Cost: FREE

35. The Mobile Workforce & Why You Should Care

@QVidian

mobile enterprise strategy should include apps, phones and tablet computers,

Qvidian offers cloud-based sales execution solutions to help sales and marketing leaders achieve success more quickly. In her Qvidian workforce management blog post, Karen Meyer explores “the rise of anytime, anywhere workers” and explains why mobility is key to workforce management. The infographic highlights the rise of the mobile workforce and its business implications.

Three tips we like from The Mobile Workforce & Why You Should Care:

  • Allow employees to utilize apps, tables, and mobile devices to increase productivity
  • Adapt to the booming mobile workforce and be prepared for employees using multiple apps, working from more than one device, and working in various locations
  • Consider a corporate app store to deliver the apps your employees need to increase employee satisfaction and productivity

 Cost: FREE

36. Infographic: Supporting Your Mobile Workforce

@CaleroSoftware

For a mobile enterprise strategy, the IT department and Help desk must have the tools necessary to succeed.

Calero Software combines people and technology to manage communications with solutions for enterprise mobility, telecom expense management, and more. Their workforce management blog includes a workforce management infographic that explores the various ways organizations can support their mobile workforce.

Three tips we like from Infographic: Supporting Your Mobile Workforce:

  • Consider your IT department’s ability to support your mobile workforce
  • Ensure that your Help Desk is equipped to handle service requests
  • If your IT department does not have time to handle service requests plus your systems and processes, consider outsourcing mobile technical support

 Cost: FREE

37. 8 Mobile Workforce Management Trends in 2015

@davidyounger1

@theservicemgr

Mobile workforce management solutions will grow in popularity and will make BYOD the rule rather than the exception.

David Younger, CEO of The Service Manager, is a field service industry expert with more than 25 years experience working with field service business owners. Younger explains in his workforce management article and infographic that mobile workforce management is setting trends and transforming companies worldwide.

Three tips we like from 8 Mobile Workforce Management Trends in 2015:

  • Companies can rely on a mobile workforce management solution to help ensure they meet regulations and compliance requirements
  • Be prepared for even larger jumps in mobile workforce management solutions by 2018
  • Enact BYOD policies to meet the increased demand for technology and employee expectations

 Cost: FREE

38. The World’s Mobile Workforce

@Yastdotcom

Workforce analytics will tell you about employees so their needs can be met more easily.

Yast is a software company building easy to use software for time tracking. Their blog featured a mobile workforce management infographic, The World’s Mobile Workforce, which provides insight into the world’s mobile workforce. Knowing the mobile workforce makes it easier to mange the mobile workforce.

Three tips we like from The World’s Mobile Workforce:

  • Implement policies and strategies that accommodate the more than 212 million global mobile workers
  • Know the demographics of mobile workers to better meet their expectations and increase employee satisfaction
  • Determine whether mobile workers will be permitted to use their personal devices

 Cost: FREE

39. Infographic: Mobile Workforce Management ROI Guide

@AssetWorks

Workforce analytics and field service management software can improve efficiency in some companies.

AssetWorks provides business solutions that help asset-intensive and infrastructure-intensive organizations to control costs and streamline operations. They offer a mobile workforce management ROI infographic to help companies understand how a MWFM system can improve fleet management operations, and their information points to the several benefits of implementing a mobile workforce management solution.

Three tips we like from Infographic: Mobile Workforce Management ROI Guide:

  • Consider the time savings you will afford to field operators by implementing a mobile workforce management solution
  • Monitor driver behavior and closest vehicle routing to reduce fuel costs
  • Analyze the ways in which fleet management results in increased office staff efficiency

 Cost: FREE

40. Remote Access Authentication for a Mobile Workforce Infographic

@SafeNetInc

@Gemalto

mobile enterprise strategies will give you a competitive edge in business.

A global leader in information security, Gemalto (formerly SafeNet) aims to protect critical business data through a variety of encryption technologies. Their mobile workforce management infographic explains that enterprise data becomes just as mobile as the workers who use it, causing challenges associated with protecting it.

Three tips we like from Remote Access Authentication for a Mobile Workforce Infographic:

  • Adapt a flexible, mobile, and remote work model to gain a competitive advantage over one that requires traditional on-premises week days
  • Utilize A4 Authentication so employees have the ability to access any application, from any device, at any assurance level, anywhere
  • Encourage your workforce to be more engaged by working outside of the office

Cost: FREE

Presentations

41. Top 3 Reasons Your Mobile Workforce Management System Should be on the Cloud

@ClickSoftware

Woirkforce management using cloud software solutions allows you to keep in touch with field workers.

We at ClickSoftware know just how important superior customer experience is to a successful business. That’s why we advocate for cloud-based mobile workforce management solutions: they offer the agility companies need to achieve such great customer experience. Our workforce management presentation, Top 3 Reasons Your Mobile Workforce Management System Should be on the Cloud, offers insight into achieving better customer experience through mobile workforce management.

Three tips we like from Top 3 Reasons Your Mobile Workforce Management System Should be on the Cloud:

  • Consider a cloud-based workforce management solution to enable you to communicate in real time with field techs to deliver better customer service
  • Reduce the risk of trying new apps with a cloud-based workforce management solution
  • Make data from multiple sources available to field technicians with a cloud-based workforce management solution

 Cost: FREE

42. Mobile Workforce Management 101

@MetroWorkSpaces

workforce management requires a balance of analytics and metrics with allowing employees to be comfortable at work.

Metro Offices provides workspace solutions for any work style, so they understand the culture and requirements of a mobile workforce. Their mobile workforce management resource on SlideShare, Mobile Workforce Management 101, presents their workforce management eBook and covers all of the essential information about the topic.

Three tips we like from Mobile Workforce Management 101:

  • Give mobile workers the opportunity to balance challenging tasks with rote tasks requiring minimal thinking by assigning them major tasks for each shift that still allow space for minor busywork
  • Allow for the mental breaks and mood boosts provided by social media, and avoid banning social media sites like Facebook and Twitter
  • Factor four metrics into productivity statistics, rather than simply relying on time tracking: quantity of work, deadline management, customer satisfaction, and quality of work

 Cost: FREE

43. Got BYOD? Expand Your Mobile Workforce with App-Level Security and Lifecycle Management

@Apperian

@VDC_Research

enterprise mobile solutions are the way to go with BYOD according to this resource.

Apperian and VDC Research teamed up to produce this mobile workforce management resource with the goal of presenting the impact BYOD has on IT organizations. In the presentation available on SlideShare, Apperian and VDC analyze the complexities and opportunities that come about from mobilizing the workforce.

Three tips we like from Got BYOD? Expand Your Mobile Workforce with App-Level Security and Lifecycle Management:

  • Consider an enterprise-grade solution that secures mobile applications and manages the application lifecycle
  • Determine whether the opportunities and benefits of a mobile workforce align with your company goals and objectives
  • Find a balance between secure mobile devices and a satisfactory user experience

 Cost: FREE

Videos and Webinars

44. Workforce Management Software Trends and Advice

@HRlabdotcom

@cfactorworks

Workforce Management Solutions can help HR in their jobs if implemented correctly.

Workforce Management Software Trends and Advice is a workforce management video featuring Chuck Schaeffer, CEO of Vantive Media, and Cary Schuler, CEO of cfactor. Schaeffer and Schuler discuss how workforce management software can empower traditional HR practices, how social media influences and adds value to HR software solutions, and how SaaS and cloud make it easier for SMBs to deploy workforce management systems.

Three tips we like from Workforce Management Software Trends and Advice:

  • Employ a phased or incremental approach to workforce management adoption
  • Adopt workforce management solutions to address your top priorities and business goals first and expand to more features and solutions later
  • Involve various departments and stakeholders in choosing the right workforce management solution for your organization

 Cost: FREE

45. Tech Trends: Five Tips for a More Secure Mobile Workforce

@Avnet

According to this video, security trumps all when implementing a mobile workforce management solution.

Avnet delivers products, services, and solutions to companies that build, sell, and use technology. In this mobile workforce management video available on YouTube, Avnet CIO Steve Phillips explains that security is crucial in today’s booming era of the mobile workforce.

Three tips we like from Tech Trends: Five Tips for a More Secure Mobile Workforce:

  • If it has a screen, it should have a password; this is true for every device, every time
  • Keep other account passwords off your devices
  • Keep critical device off the devices as much as possible

Cost: FREE

46. Providing Good Workforce Management: 7 Tips

@srgreenhaus

customer interaction and experiences should affect Workplace Management.

CRMXchange seeks to help you enhance the customer experience. And, customer experience goes hand-in-hand with workforce management. CRMXchange’s workforce management video, available on YouTube, addresses how to meet service level expectations while controlling costs and offers seven tips for providing good workforce management.

Three tips we like from Providing Good Workforce Management: 7 Tips:

  • Effectively design workforce management to meet customer expectations and control costs
  • Don’t rely completely on technology for managing your workforce
  • Foster communications within and between departments

 Cost: FREE

47. Not Just for the Big Guys: The Basics of Call Center Workforce Management

shift patterns should take into account vacations, breaks and employees' needs.

ISC Consultants is a full service consulting and software development firm that specializes in supporting contact and call centers. They offer a workforce management video, Not Just for the Big Guys: The Basics of Call Center Workforce Management, on YouTube to help companies understand how workforce management tools help call centers meet business goals.

Three tips we like from Not Just for the Big Guys: The Basics of Call Center Workforce Management:

  • Schedule lunch and dinner breaks as well as breaks throughout the day
  • Consider requests for time off to ensure employee satisfaction
  • Spreadsheets and manual workforce management processes are not adequate for meeting customer service and employee expectations

 Cost: FREE

48. Future of Utilities: Mobile Workforce Management

@ClickSoftware

For workplace management and workforce management to work properly, there must be balance between technology and other factors.

We at ClickSoftware realize just how important mobile workforce management is to the future of utilities. And, we offer a recorded webinar featuring Roberta Bigliana of IDC Energy Insights and our own Mike Karlskind to examine the challenges utility companies face and how the most successful utilities utilize workforce management to address those challenges.

Three tips we like from Future of Utilities: Mobile Workforce Management:

  • Utility companies need the right combination of resources and technology to succeed with workforce management
  • Smart meter deployments must play a part in utility mobile workforce management
  • Tomorrow’s most successful utility companies will be agile

 Cost: FREE with email registration

49. Top 5 Workforce Management Myths

@callcentrehelp

@injixo

Metrics are important, but they shouldn't ignore things such as overtime.

Call Centre Help, an extremely popular contact centre magazine in the UK, offers a recorded workforce management webinar that centers on the myths surrounding workforce management. The webinar also provides insight into workforce management to help viewers improve their workforce management practices without requiring large sums of money or a great amount of disruptive change.

Three tips we like from Top 5 Workforce Management Myths:

  • Dealing with overtime is a challenge of workforce management, but it is not always bad for companies
  • It is important to calculate the correct staffing requirements as part of workforce management practices
  • Don’t focus on daily or weekly service level metrics

 Cost: FREE

50. Future Workforce: Next Generation Workforce Management – August 2015

@siaeurope

@execforum

@FieldglassInc

Mobile employees should be included in the workforce and there should be greater focus on how good the employee is.

Staffing Industry Analysts presents this workforce management webinar, sponsored by Fieldglass, that covers the techniques and processes involved in engaging workers and the business drivers influencing flexible labor in an organization’s workforce strategy. Webinar speakers include Jim Brozny of Fieldglass, Steve Silver of Kaiser Permanente, and Stephen Clancy of Staffing Industry Analysis.

Three tips we like from Future Workforce: Next Generation Workforce Management – August 2015:

  • Organizations should rethink their workforce management strategies to incorporate a broad pool of external employees
  • It is important to increase worker quality and control cost using total talent management
  • Workforce management strategy should include new techniques for identifying, engaging, and retaining talent

Cost: FREE

1 Comments

1 thought on “Workforce Management Tips and Resources: 50 Essential Resources on Workforce Management (Plus 150 Workforce Management Tips)”

  1. Thanks for this amazing article and sharing this huge amount of tips. I totally agree with the bullet points from #12, saying that cloud-based collaboration systems and online meeting programs are the future. I work for https://www.myhubintranet.com/, a cloud-based intranet software for businesses, and that’s exactly the niche we’re aiming for.

    Honestly, I think this is the next step of collaboration and a logical consequence of 1) globalization and 2) the triumphal march of the internet.

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