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November 17, 2025 | 9 Mins Read

Symbols Without Substance: The Missing Leadership Link Killing Employee Engagement

November 17, 2025 | 9 Mins Read

Symbols Without Substance: The Missing Leadership Link Killing Employee Engagement

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By Sarah Nicastro, Founder and Editor in Chief, Future of Field Service

In today’s talent landscape, employee engagement and experience get plenty of attention. Yet, all too often, it seems that attention isn’t translating into action that is having the intended impact. Where are efforts falling short?

Last week’s podcast guest has opinions, and they’re ones well worth your consideration. Zach Mercurio is a researcher with a Ph.D. in organizational learning, performance, and change and author of The Power of Mattering. He advises leaders in organizations worldwide on practices for building cultures that promote well-being, motivation, and performance and has been featured in the Harvard Business Review, Forbes, Psychology Today, The Denver Post, and ABC News.

The failure of employee engagement efforts is rooted in a desire to accomplish programmatically what can only be done interpersonally. In other words, the determining factor is leadership skills. “For the last 20 years, we've tried to tackle this employee engagement problem through programs and initiatives. Yet, employee engagement is at the lowest it's been in 10 years – despite the employee engagement services industry being a $1,000,000,000 market. Despite 100 validated assessments to measure engagement, countless well-being programs, DEI programs, perks, wage increases of 42% in eight years. Nothing's moved the needle,” urges Zach. “One data point that's really important in the latest Gallup survey was that amongst 15,000 people, just 39% could strongly agree that someone at work cared for them as a person. Just 30% could strongly agree that someone invested in their unique potential.”

The premise of Zach’s latest book is that mattering is what’s missing. “We can only solve this at the interactional level, which is very scary and exciting. It's scary because it means that all of your leaders have to show up in their daily interactions and make sure people feel seen, heard, valued, and needed, and they need the skills to do that,” he says. “It's hopeful because nobody can take away the power that you have to show up in your next interaction and do this. There's no red tape to caring. You don't need your organization's permission or your board permission or your shareholders' permission to show up in your next interaction and show someone they're cared for. So, it's completely accessible.”

The Power of Mattering

To understand why the power of mattering has such a pivotal impact, it’s important to understand that it is instinctual for us as humans – and to distinguish mattering from belonging and inclusion. “It's critical for organizations wanting to do anything about this, and really just in life, to understand is that mattering is first and foremost a survival instinct. It is our most primal survival instinct,” explains Zach. “If you want someone to contribute, they first have to believe they're worthy of contributing. If you want someone to share their voice, they first have to believe their voice is significant. If you want someone to use their strengths, they first have to believe that they have them. If you want something to matter to someone, they first have to believe that they matter. If you want someone to care, they first have to feel cared for. So, it's really the prerequisite to motivation, performance, and productivity. A lot of times, we've thought that people needed to add value to be valued. But psychologically, biologically, it's the opposite. People need to feel valued to add value.

And mattering is different than feeling one belongs, or even that one is included. To illustrate the distinction, Zach uses a team sports analogy. “Belonging is being picked for the team. Belonging is feeling welcomed, accepted, and connected in a group. Inclusion is being able and invited to play in the game,” he explains. “But mattering is feeling that the team wouldn't be complete without you. Why this is important is because mattering happens at the interpersonal level. You can't program your way out of it. There's no initiative or perk that can show someone how they matter. Only people can show people how they matter.”

Why Command and Control Leadership Will Never Cut it

When you consider the power of mattering, it becomes clear how command-and-control leadership is fundamentally incompatible with the innovation and loyalty leaders claim to want. Rather than putting in the effort necessary to yield employees who feel a strong sense of ownership and are empowered, many leaders simply pursue compliance.

“Despite what's on display today, command and control leadership doesn't work. A review of 43 studies from 1966 to 2021 revealed that authoritarian leadership styles are associated with reduced motivation, stifled creativity and innovation, lower job and task performance, higher turnover rates, and more dysfunctional team climates,” explains Zach. “A key contributor to these outcomes is the erosion of both interpersonal and organizational trust resulting from a lack of care and psychological safety. True sustained loyalty and performance emerge when leaders build trust, demonstrate care, and cultivate a sense of safety, not insight fear.”

So, then, the “wave of change” in leadership I refer to often on the podcast isn’t so much a movement away from an outdated style that doesn’t work anymore – but a reconciliation that it never actually did. “What it has done is incite short-term financial gain or shareholder value. If you look at the fallout of organizations that have had tyrannical leaders, there's usually a cycle of two or three years of increased shareholder value and then a massive rebuild,” says Zach. “It doesn't work in the long term. Fear incites short term bursts of energy; it doesn't work to motivate people. And one of the reasons why is you can’t think of the last time you were energized, in flow, creative, innovative, while simultaneously in a survival state of fear. They're fundamentally at odds. And so, it doesn't work for many of the outcomes we say we want.”

The Forces Fighting Against More Enlightened Leadership

If the science is clear, why is more enlightened, intentional leadership not yet the norm? Zach outlined numerous factors at play that. The first is that we’re in a period of significant geopolitical and economic uncertainty, and uncertainty tends to fuel more authoritarian approaches.

“We find that a rise of authoritarian leadership styles actually correlates with complexity,” notes Zach. “When something's complex or uncertain, we seek to control it. If you consider the different political variables going on right now, the societal variables, the technological uncertainty with regard to artificial intelligence, and hybrid work arrangements. When a leader can't get a grasp on something, they usually revert to control through fear. Leaders also aim to control what they don’t understand. Leaders who can't connect with people, they can't do the hard work to develop care and safety, or they don't know how to, or they don't want to take the time to, they usually try to control when they can't connect.”

Zach also discusses the issues of social decay and significantly reduced attention spans and speaks to how both play a role in eroding leadership focus and skill. However, with the rise of AI, it is more important than ever to be aware of these factors and protect against further erosion of crucial human skills. “Yes, AI can do our tasks. It can't take moral responsibility for them. Artificial intelligence can do things for you. It can't care for you. More people than ever are realizing that. And I think the most in demand commodity is going to be human trust,” he says.

In fact, he points out that for the first time, five of the 10 most in-demand skills for the future of work, by the World Economic Forum, are nontechnical such as curiosity, understanding, active listening and compassion. “If you cannot cultivate caring and trusting relationships,” says Zach. “I believe that in the next 50 years, you’ll have a nonviable organization when it comes to a sustainable labor force and sustainable output.”

While it’s hard to dispute the fact that these human skills will become even more crucial than they are today, honing them requires effort and applying them requires a view beyond the immediate. “I want to run a marathon, but it's really freaking hard to get up at four in the morning to run. I want financial security, but it’s really hard to stick to a budget every month,” says Zach. “We want all of these lagging indicators; we want the effects. But it takes consistent, disciplined work to invest in the leading indicator. We don’t approach developing meaningful, high-quality relationships through our interactions with the same rigor as we approach the outcomes.”

We’ve also done these skills a tremendous disservice by referring to them as “soft” for so long. “Anytime you see something as soft or simple, you're susceptible to an overconfidence bias,” Zach cautions. “This is emblematic of what we see across the landscape of human interactions; we think we're better at these things than we are.”

3 Skills That Create a Culture of Significance

Zach has created a framework in the The Power of Mattering to help leaders build skills that will close the gap between employee engagement intentions and impact. After asking thousands of people when they felt they mattered at work and to a leader, he landed on three major experiences leaders should build skills to create:

  1. Feeling noticed. “They feel seen and heard. Someone actually remembered and checked in on the details of their life and of their work. Their voices were heard. The meaning behind their words, the feelings behind their words were addressed, and they had somebody that was checking in and not waiting for something to go wrong to hear from them,” describes Zach. “If you feel your direct report would react with fear and anxiety if you called them out of the blue, it's not that you're a bad leader. It's that too many of your interactions have been transactional.”
  2. Being affirmed. “The recognition platform market is now a $19,000,000,000 market and is projected to be a $50,000,000,000 market in 2030. We have more employee appreciation weeks, peer kudos platforms and values-based awards, and yet people feel more overlooked than ever according to recent surveys,” explains Zach. “One of the reasons is that recognition is different than the interpersonal experience of being affirmed by another person. Appreciation is general gratitude for who someone is, their presence, their role. Recognition shows gratitude for what someone does, celebrating the wins. Affirmation is showing somebody how their specific, unique gifts make a specific, unique impact.”
  3. Feeling needed. “When people feel replaceable, they'll act that way. When they feel irreplaceable, they'll act that way,” notes Zach. “One of the best ways to do this is to make sure people can see exactly how they and their unique perspectives, strengths, purpose, and impact are needed. You know, saying things like ‘if it wasn't for you’ and making sure people can see and walk the ladder all the way up to how they and their inputs are indispensable to something bigger.”

There’s nothing wrong with the creation of programs and the investment in platforms – it’s just important to understand that those things alone won’t get the job done. “An award, a certificate, a raise, a promotion – these are all symbols; they're all inanimate objects.  An award cannot value somebody. A perk cannot value somebody. They can be symbols of value,  but only people can value people,” explains Zach. “We only truly feel valued when other people value us. And that's why you cannot program perk your way out of an employee disengagement crisis. You can only reengineer how you and everybody in the organization shows up in daily interactions.”

And that work is simple, but not easy. The psychology behind this, the reality that there are no shortcuts to nurturing these very human needs – it makes perfect sense. It’s fairly straightforward to understand. But the bridge between understanding and impact takes attention, attention, and skill. To hear two practices to incorporate to build positive momentum, Zach’s advice on how all of this applies to “difficult” employees, and what to do when no one is making you feel like you matter, listen to the full podcast.

November 10, 2025 | 6 Mins Read

Walmart’s Offensive AI Strategy

November 10, 2025 | 6 Mins Read

Walmart’s Offensive AI Strategy

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By Sarah Nicastro, Founder and Editor in Chief, Future of Field Service

Last week I attended Harvard Business Review’s virtual Future of Business event, which featured executives from across industries alongside academics discussing everything from geopolitical uncertainty and innovation to leadership and change management. One of my favorite sessions was with Doug McMillon, President and CEO of Walmart Inc.

McMillon’s 30+ year career with Walmart began in 1984 as an hourly associate, picking orders and unloading trailers in a warehouse. He went on to serve in senior leadership roles across each business segment before taking his current position as CEO in 2014. While much of the discussion was around leading with purpose in uncertain times, what stood out to me is how that mission is being applied to the company’s AI journey.

“The first thing that comes to mind with AI is opportunity,” McMillon said. “When GenAI first began capturing attention, we were pretty balanced in our mindset between offense and defense. That shifted over time to being offensive. There’s a great opportunity with AI for us to change.”

Starting Off Strong

While Walmart finds itself in a good position to play offense with AI today, McMillon spoke about how the foundation to be in that position was built over the past decade. He retold the tale of Walmart’s massive investment in transformation and the long-term view that was required. “It’s probably important to remind everyone that a little over 10 years ago we made a number of large investments simultaneously,” he explains. “Walmart invested billions in our people, billions to lower prices, billions in ecommerce and to modernize our tech stack.”

Doing so required commitment from shareholders, taking the profitability of the company down for some time. “Operating income was 6% when I took the role and came down to just North of 4%. Our shareholders paid for this so that we could invest in the future of the company. Over time, we’ve been able to bring that operating profit back up,” McMillon says.

Having this foundation in place positions Walmart well for the AI era. “Our technologists have done a great job of modernizing our tech stack and now we can infuse that with AI,” he says. “We know our priorities, we’re resourcing , we’re driving that change.”

Adapt to Continuous Transformation

A capable tech stack is just one piece of the puzzle, though. That foundational journey also readied the company for a necessary shift in approach to one of continuous transformation. “The catch up on ecommerce led us to understanding that we had to literally change the way we worked. You have to set yourself up to change all the time, not just once,” emphasizes McMillon. “That means constant learning, mindset shifts, changes to structure, new capabilities, a faster pace – so that you don’t fall behind again.”

AI will irrefutably bring with it a new wave of change, one that will transform how we work in ways we’ve only begun to imagine. “I do think every job we’ve got is going to change in some way. I can imagine how AI will change every one of them and create new jobs too,” says McMillon. “It will eliminate some tasks and some roles and what we want to do is equip everybody to make the most of the new tools available. To learn, adapt, add value, and drive growth and still be a really large employer years from now.”

6 Tips for Change Leadership vs. Change Management

Perhaps Walmart’s biggest offensive strength is McMillon’s view on what’s required to lead the company through change. His approach feels genuine, grounded, and people-centric and he shared a number of thoughtful insights on how to bring people on this journey.

  1. When change is vast, focus on the constants. While the inclination is to talk about the ‘why’ and the ‘what’ related to change, in a time where change is immense, consider focusing instead on what isn’t changing. “We decided fairly early on to explain to people what wouldn’t change – the list of what would was long and could be overwhelming,” says McMillon. “We spoke about what we will stay committed to…our purpose, our four core values. Everything else is open to change.”
  2. Keep technology in perspective. Even though McMillon is bullish on the potential around AI, the ethos for the company keeps things in perspective. “We say people led, tech powered. We want to be great at deploying technology, and we want to start with the humanity of the experience – the technology is to serve people,” he says.
  3. Recognize when new skills are needed. Earlier this year, Walmart brought on a new role to help lead its AI journey. “We knew top down what we want to accomplish, but so many of us were doing these things on top of everything else,” says McMillon. “We created a new role, which reports to me, who has AI experience and whose responsibility includes speeding up our AI transformation.”
  4. Invest in upskilling. We know that AI will change roles, but human talent will remain crucial. So, it’s important to invest in training, upskilling, and reskilling to bring your teams along and ready them for what’s coming. “We’ve given everyone a ChatGPT license so they can learn and grow and go through this process with us. We have 2.1 billion associates around the world and we’re giving them all the tools we can and being as transparent as possible,” shared McMillon. “Specific programs are being created for Walmart Academy, and we have Live Better U – we’ll pay for college tuition and books if people want to get a degree. I’ve run into people in a store that want to get into cybersecurity, for instance.”
  5. Nothing replaces facetime. McMillon spoke about the amount of time he spends visiting Walmart locations and engaging with the frontline, and how much value that investment yields. “Sam Walton was in the stores all the time; he became a pilot to get around faster. I spend a lot of time visiting locations and 99% of the time no one knows we’re coming,” he says. “We show up and go straight to our associates helping people check out or picking orders. The conversations always lead to something – I always leave those visits with a list of to-dos longer than what I leave because the things I learn we can use to help the whole company.”
  6. Prioritize honesty and consistency. In uncertain times and situations, fall back on honesty and consistency. “Being really honest about things is important and being consistent. Remind everyone what you’re trying to do. The rhythm of the company comes to mind; how often are you together in person? We really believe in that,” says McMillon. “Build relationships, earn trust, shoot people straight, go through it together. If something doesn’t work, acknowledge and move on to the next thing. Encourage, support, but lean in to change because the alternative is not very enjoyable.”

Walmart’s Technician Development & Field Service Revenue Potential

As McMillon spoke about some of the ways Walmart is investing in the upskilling and reskilling that AI demands, he shared that beyond opportunities with Live Better U, the company has begun training and certifying technicians. Further, Walmart is even offering those services externally. “We’ve been creating a lot of technicians – people to fix systems such as automated storage retrieval in DCs and HVAC,” says McMillon. “There’s more talent needed in the world to do those jobs, and we’ve been teaching and certifying them to do that work. In some cases, we have started to sell those services outside the company in what might grow into a profit center.”

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November 3, 2025 | 5 Mins Read

6 Tips for Intentional Leadership from One Who’s Walked the Talk

November 3, 2025 | 5 Mins Read

6 Tips for Intentional Leadership from One Who’s Walked the Talk

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By Sarah Nicastro, Founder and Editor in Chief, Future of Field Service

In last week’s episode of UNSCRIPTED, I had the privilege of welcoming back Eduardo Bonefont, the former Worldwide Vice President of Technical Services at BD, to talk about the concept of intentional leadership. As someone who’s witnessed Eduardo’s commitment to leadership firsthand—both on the podcast and at industry events—I was eager to delve into his philosophy on mastering presence, setting boundaries, and creating a meaningful legacy through what he calls the “unfinished portfolio.”

Eduardo’s first appearance on the podcast was in episode 139, called “Slowing Down to Speed Up,” and it’s a discussion I still reference 200 episodes later. Last year Eduardo retired from BD and I knew he’d bring with him new insights having recently navigated that experience. He delivered by offering a collection of advice for how to embrace the opportunity of more intentional leadership – whether you’re at the height of your career or approaching retirement.

Eduardo began by clarifying what it means to be an intentional leader, emphasizing that it’s about “leading with purpose.” He explained, “Reactive leaders can no longer survive in today’s environment. Everything moves too fast. An intentional leader is defined by the conscious and strategic allocation of our most finite resources: time and energy.” Being intentional begins with a mindset, but for Eduardo it continues into an operating model for leadership that rests on three pillars: presence, strategy, and legacy.

#1: Master Presence

“Presence required me to shut out distractions to be fully invested in the critical moments that build trust and drive your cultures,” he shared. When I asked Eduardo about practical steps for ensuring full attention in critical moments, he was unequivocal: “The need for a leader to be present is not a soft skill you can develop. It is the foundation of effective communications and team culture.”

He advocates for leaders to “aggressively defend [their] focus,” modeling behavior by removing distractions, insisting on laptops being put away and video cameras turned on during virtual meetings. “Presence means listening with your eyes as much as your ears,” he said, “and your behavior sets a standard for the entire organization.” Eduardo’s advice is clear: “A leader’s most important responsibility is to model focus and respect for the team’s time. If you are distracted, the meeting’s value is instantly out, effectively wasting the time of everyone in that room.”

#2: Set Boundaries to Protect Time and Capacity

Eduardo emphasized that “the freedom to pursue the high-impact work of intentional leadership is not found; you have to manufacture that time.” He advocates for leaders to view their calendars as budgets, blocking out time for strategic thought and learning to “master the art of saying no.”

He explained, “If a request does not significantly advance your organization’s vision, it should be deferred, delegated, or declined.” Delegation, though challenging, is an opportunity to develop talent and free up time for visionary work. “Setting those boundaries to force deep working time is what enables you stop being a full-time operator and instead become a full-time architect on impact vision,” he advised.

#3: Prioritize Emotional Consistency

Eduardo also stresses the importance of emotional consistency, which he described as a strategic tool. He says, “the leader’s mood sets the tone for the entire team and the organization” and believes that consistency in emotion fosters trust and predictability, allowing teams to focus on execution rather than worrying about a leader’s reaction.

“Emotional consistency doesn’t mean you have to be robotic in your emotions… The power of expressing authentic emotion is very important,” he clarified. Eduardo stressed that authenticity, paired with deliberate emotional management, helps leaders inspire and energize their teams, driving them toward shared goals.

#4: Develop A Personal Operating Model

Turning vision into reality can be a real hurdle for leaders. Eduardo shared he’s adopted his personal model: “Think big, start small, move fast,” from a concept used by innovative organizations like Amazon and the Mayo Clinic.

He’s added his own twist, accepting risk, as a critical fourth principle. “Think big is about setting clear, disruptive vision. Start small is about prototyping and testing quickly to validate assumptions. Move fast is about maintaining velocity to outpace your industry… Accepting risk is about building a culture that tolerates failure as necessary input for breakthrough process,” he shares. He cautioned, however, that these principles must not compromise integrity or quality, reinforcing the need for boundaries even in bold innovation.

#5: Combat Complacency with Annual Rituals and Regular Team Engagement

Eduardo is adamant that “the status quo is almost always the enemy of the intentional leader.” He fights complacency through an annual ritual of performance reengineering, where he carves out time to really reflect on the question: “How am I going to significantly improve my personal and team performance for the prior year?”

He recommends a reflective period after the holidays to do this work of assessing what worked and what needs to change, as well as using cadenced one-on-one meetings not only as a routine touch-base but as strategic workshops focused on gathering feedback and identifying new opportunities. “Ample inspiration lies within your team. In your one-on-ones, get the updates – sure,” he says. “But go beyond the update and focus on two things: what feedback does the individual have, and what is their take on the biggest whitespace opportunities? This sets up some great discussions and makes the team accountable for innovation.”

#6: Consider Your Legacy

One of the most powerful concepts Eduardo introduced is the “unfinished portfolio”—the impactful contributions an individual leader is uniquely qualified to make. As retirement approached for him, he shifted his focus from monetary accumulation to the legacy contribution he’d have on his organization. For him, this led to taking more risks, coaching more, and setting bolder strategies, all with the goal of driving high-impact change to uplifts other and set a lasting example and to leave with no regrets.

When asked to share one final takeaway, Eduardo said, “Don’t let your expertise sit idle. Enjoy what you do and encourage others to do the same. Be the one who proactively brings the best version of your experience to bear the maximum positive impact.” He believes that this proactive approach not only drives purpose and experience but also creates lasting connections—“relationships that you’ve built over the years that continue to the future.”

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October 27, 2025 | 5 Mins Read

The Criticality of Repair (in Life and in Service)

October 27, 2025 | 5 Mins Read

The Criticality of Repair (in Life and in Service)

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By Sarah Nicastro, Founder and Editor in Chief, Future of Field Service

My undergraduate degree is in psychology – it’s a field I’ve always found interesting and an area of study that, while I decided to go on and get my MBA rather than pursuing it further, provides knowledge that can be applied in countless areas. I’ve found that the corporate world is ripe with opportunities to leverage an understanding of psychology.

In addition to the conceptual understanding I gained through my studies, however, I’ve also spent my fair share of time applying concepts of psychology to my own life as I’ve worked with different modalities to navigate the effects of childhood trauma. After becoming a mom, I learned about “rupture and repair.”

The National Library of Medicine says: “Rupture and repair are key ingredients to connection. When ruptures in relationships occur, which they will, it is important to revisit the situation to work on restoring safety, regulation, attunement, and understanding. Through engaging in this process and providing consistent secure base and safe haven supports, conflicts have the opportunity to heal…Repeated rupture without repair can lead to mistrust, cognitive distortions, resentment, and emotional stunting.”

Mastering Repair Changes Relationships

If I put this simply in my parenting context, since I didn’t have this modeled well for me, I had to learn that parents do cause rupture – it’s human. Parents have moments of impatience, parents raise their voices, parents respond out of hurt or anger in a way that is less than considerate. Of course, we want these moments to be as few and far between as possible, but what’s crucial is how we repair – what we do next after that rupture occurs.

As mental health writer & illustrator Lindsay Braman says, “Good attachments take work, and one of the hardest parts of building and maintaining satisfying and supportive relationships is repairing after rupture (i.e., conflict). It’s so difficult, and conflict is so often avoided, that many of us have never experienced really good repair – or the way that it can deepen and strengthen our connection and trust with another person. Rupture is inevitable. Conflicts, disagreements, and hurt happen in relationships. Repair doesn’t necessarily come naturally. It’s hard to admit when we’re wrong or when conflict occurs. And it takes work! It’s easier to “just move on” or act like it didn’t happen – to play it safe. But that’s not how healthy relationships grow and deepen. Avoiding conflict results in shallow and ultimately unsatisfying relationships.”

Service Will Go Awry – It’s What Happens Next That Matters Most

This concept applies to customer service, too. In fact, one of our Stand Out 50 leaders Adam Gloss, COO of Impel, shared a story on LinkedIn over the weekend that illustrates the importance of repair in service.

Adam discusses two companies that had major systems outages this past week, Amazon Web Services (AWS) and Alaska Airlines. He was impacted by both but shared his disappointment in how Alaska Airlines handled its issues.

“AWS’ failure created widespread impacts but they owned it, were fast to fix them, and were (relatively) transparent to their customers. Alaska Airlines had their SECOND failure of IT systems this year, both times grounding hundreds of flights and rippling through their system for days. While grounding was the right initial response (safety first), the fact that it happened twice in core business systems, in a matter of months, is a signal of real problems. Being one of those impacted, communication with me was neither swift, nor thorough,” Adam shares. “While I got home safely (primary concern), I lost a full 24 hours getting there. For this, Alaska Airlines offered me a $150 flight credit [my account’s wallet has been full of these credits this year]. When you fail at your core function (getting people from one place to another safely and on time), there is a secondary expectation that you need to fix it fast, be transparent and make it right for them. Alaska Airlines and AWS both failed this week, but Alaska Airlines failed worse and apparently didn’t learn from the first time it happened this year. Here’s hoping they learn the second time and that they don’t strike out. It is cheaper and easier to keep customers than to get new ones.”

So what can a service organization take from this? There are a few key points. First, rupture will happen – it is inevitable. While making the utmost effort to provide flawless service makes sense, if you are ill-prepared for when (not if) things go wrong, you don’t have a holistic strategy. Second, if rupture is followed by good repair, it can actually be an opportunity for service providers to grow closer to customers. Reasonable customers know that 100% seamlessness is unrealistic, too – they are less apt to expect perfection than they are to expect you to handle issues swiftly and competently (aka repair) when things go awry.

Repair is a Process, Not a Performance

Finally, you should know that a good repair isn’t rocket science – it’s a few simple steps, executed authentically. Dr. Ammara Khalid, M.A, Psy.D, Founder & Owner of RIA Psychological Services, shares the perspective of how she works with clients in her practice. “I remind clients that repair is more than just saying ‘I’m sorry’ and moving on. Repair is a process, not a performance. Also, repair means healing and healing, as we know, is not instantaneous.”

She explains the Attachment Injury Repair Model she uses with clients in session:

  1. Create space for the injured partner” to identify and express hurt feelings, to the extent that they feel truly heard;
  2. Provide an opportunity for the “injuring partner” to express remorse in a genuine way;
  3. Develop an understanding as to how the injury could have happened in the first place.

We can easily rewrite these for the service scenario:

  1. Create space for the customer to express their feelings of frustration, disappointment, etc. – practice active listening and apply empathy
  2. Express remorse in a genuine way – and offer any compensation/offer if applicable
  3. Communicate an understanding of how the issue happened – and what your specific actions are to ensure it doesn’t happen again (or to minimize the likelihood it’ll happen again)

Do you have an example of a service rupture followed by excellent repair? If so, I’d love to hear it! Email me anytime.

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October 20, 2025 | 3 Mins Read

Dynamic Scheduling: The “OG” AI

October 20, 2025 | 3 Mins Read

Dynamic Scheduling: The “OG” AI

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By Sarah Nicastro, Founder and Editor in Chief, Future of Field Service

Last week I was in Baltimore for IFS’s PSO (Planning & Scheduling Optimization) Day. The event was graciously hosted by Exelon and brought together companies from a variety of industries that are currently using PSO, in the process of rolling out PSO, or are considering PSO. It was my first time in Baltimore and while it was a very brief introduction, the morning view from my hotel room left a positive impression.

At the event, Daniel Basile, VP of Field Services at TOMRA North America spoke about his company’s journey with IFS as a whole and with PSO specifically. TOMRA has been an IFS customer for over a decade and is on the latest version of IFS Cloud. Daniel referred to PSO his presentation as “AI before AI was cool.” This made me chuckle as I’ve also spoken with other users who have called PSO “the OG AI.”

PSO is a dynamic scheduling engine that uses an AI-driven algorithm to continuously optimize technicians. The tool takes into consideration a number of factors which companies set based on their priorities, including capacity, geography, work types, SLAs, travel time, and various other rules (skills, certifications, customer preferences, etc.). Making micro adjustments every second, PSO works on a constant and automated basis to improve SLA compliance, reduce travel, and maximize utilization.

27% Improvement in Operational Efficiency, Anyone?

The impact of dynamic scheduling is typically quite impressive. At TOMRA, for instance, its initial implementation of PSO helped the company improve first-time fix rates to 97% and increase operational efficiency by 27%. So, while dynamic scheduling – this “OG” AI – might not have as shiny a buzz as GenAI or agentic AI, it’s a well-proven application that drives business value.

As I listened to the various companies in attendance share about where they are in their service transformations and what role PSO is or may play, a few things stood out in my mind:

  • Dynamic scheduling delivers value many companies haven’t yet realized. There were numerous companies in the room that are still using quite manual scheduling processes or outdated homegrown solutions. One shared that they aren’t currently able to offer customers any timeframe for technician arrival. Another spoke about the lack of visibility into what’s happening in the field. Many shared about the need to improve customer experience as well as efficiency. And these stories aren’t unique – many companies have yet to take advantage of the benefits dynamic scheduling offers. With all of the talk about where to start with AI and how to get business value from the technology, this seems like a no-brainer.
  • A focus on continual innovation, paired with new AI capabilities, offers ongoing potential. For those in the room, like TOMRA, who have already experienced the initial ROI of PSO, the work isn’t done. Daniel spoke about how TOMRA is working within IFS’s Pioneer Program to help develop the next generation of service-centric AI use cases. He cautioned others, “don’t be married to your current ways of working – stay open to what’s becoming possible.” Kevin Miller, CTO for North America at IFS, shared with attendees the further PSO capabilities, such as WISE (What-If Scenario Explorer) and agentic AI dispatcher and appointment booking agents. There was conversation around how companies looking to get the most of their technology investments must adapt their ways of working to be geared toward continual innovation rather than the traditional “deploy and leave be” for 5+ years mentality.
  • Change management will always be the biggest hurdle to overcome. And, yes, there was plenty of discussion around change management. While always needed, tools like dynamic scheduling that take some “control” away from individuals often warrant greater focus. Further, it was noted that companies must acknowledge the fear AI is causing among employees about job loss and factor that into communications strategies. While it’s crucial not to minimize the challenge that managing change presents, I’ve seen companies allow this hurdle to keep them stagnant – and this is a risky choice.

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October 13, 2025 | 4 Mins Read

AI: Massive Potential, Not Magic Wand

October 13, 2025 | 4 Mins Read

AI: Massive Potential, Not Magic Wand

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By Sarah Nicastro, Founder and Editor in Chief, Future of Field Service

Some recent statistics paint the picture that companies are struggling to bring AI’s potential to life in tangible ways. MIT reported that 95% of GenAI pilot programs do not show a measurable impact on a company's P&L statement. And according to Gartner, over 40% of agentic AI projects will be canceled by the end of 2027 due to escalating costs, unclear business value, or inadequate risk controls.

Perhaps these stats, at least in part, aren’t representative of any inherent flaws in AI, but rather the outlandish expectations and lackluster effort of the companies investing in it. We’ve all heard the phrase “technology is just a tool,” but there seems to be an even stronger tendency with AI to believe that the tool alone will solve problems and drive value.

Logically, we (should) all know that’s not true. But the stats above lead me to believe that companies are holding fast to hope that AI is magical when what’s needed is a more pragmatic approach. Here are some aspects that come to mind:

  • Clarifying the objective. I believe many companies struggling to see ROI from AI made the investment without clarity on why exactly they were doing so, or more specifically what business problem(s) it should solve. Perhaps companies rush because they feel pressure to keep pace with the technology that’s trending, and this is fair, but AI can’t achieve results that haven’t been defined. Being selective and strategic about where AI is best suited for use clarifies the pain point you’re aiming to solve, which increases chances of success and, in turn, improves the likelihood of further investment.  
  • Doing the foundational work first. Another thing I see happening, quite frankly, is companies that have done a poor job of implementing foundational technology layering AI on top and hoping it fixes everything. Newsflash: this won’t work. In fact, it will simply compound the technical debt you already have. AI holds true to the same old principle: garbage in, garbage out – whether it’s data, processes, or a combination. There’s no shortcut to the hard work of examining the business needs, processes, data, and existing systems and doing whatever foundational work needs done.
  • Leading through change. Change management has been a crucial aspect of digital transformation since digital transformation began. But never has it been more imperative than in the AI era. Resistance to change is human nature, but AI causes a degree of anxiety that earlier generations of technology didn’t because it makes employees fear for their jobs. Furthermore, today’s talent has evolved expectations of company culture and employee experience. This means that the days of “do as you’re told,” while never particularly effective, are over. You simply must communicate early and often, explain the why, be transparent about what you don’t know, get employee feedback early and throughout the process, offer ample and effective training, and reward not only adoption but effort.
  • Considering how to future-proof. One of the elements that makes AI truly exciting is the potential it holds to fundamentally change how businesses (the world, really) work. This means there’s a lot to think about, even as you’re climbing the initial mountain of working toward AI ROI. How will AI change your workforce? How will it transform your customer interactions? What elements of accuracy, security, and ethics are paramount for your business to consider now, and in the future? There’s a real responsibility here for companies to take a forward look, even while mastering today’s use cases.
  • Create a culture conducive to continual innovation. The pace of change we live in today is truly something else. Gone are the days of investing in a new system, going live, and then maintaining it for a few years before it was time for an upgrade. Today, technology is evolving at lightspeed, but so are customer expectations, the talent landscape, economical and geopolitical conditions. As such, companies who have yet to break down siloes must do so. It’s essential to have the ability to analyze, discuss, decide, and act on business insights in an agile and effective manner.

As I write this, it strikes me how much of this same list could have been written about service management circa 2005 or so. And in many ways, this is the same story, but with a new character. This is because it’s never been the technology that was the “hard” work – it’s all the people and process effort that goes into making any technology work the way it was intended. The difference with AI is that the stakes are even higher. The trick, I believe, is to avoid letting that reality make you feel pressured and instead let it fuel your mission to get it right.

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October 6, 2025 | 9 Mins Read

5 Tactics for Service Leaders to Level Up Communication & Improve Influence

October 6, 2025 | 9 Mins Read

5 Tactics for Service Leaders to Level Up Communication & Improve Influence

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By Sarah Nicastro, Founder and Editor in Chief, Future of Field Service

There’s plenty of discussion around why service leaders deserve a seat at the C-suite “table,” and I don’t disagree. However, while this seat may be deserved, it cannot be demanded. I think there’s value in service leaders reflecting on what beliefs, actions, or habits might be keeping things stuck and perhaps getting honest about where they may benefit from taking a fresh approach.

Roy Dockery, Sr. Director of Field Services Research at TSIA, shared some valuable insights on this topic in a podcast earlier this year. We discussed some of the ways service leaders can become stuck in, and sometimes even perpetuate, the “outsider” role. Roy gave advice, based not only on his interactions with various service organizations but also on his own experience as a service leader, for how leaders can shift their thinking and evolve their actions to yield better results.  

Recently, my conversation with Carrie Toth, VP of Customer Experience at Generac Power Systems, reminded me of the podcast earlier this year with Roy. My first impression of Carrie when we connected to discuss a podcast was, wow – this woman is smart. But not only smart, effective. Over her career, Carrie has alchemized her experiences into well-curated skills that allow her to gain influence and inform decisions.

Carrie’s advice, distilled into five tactics, could apply to any leader in any company in any industry, really. She’s shared a real-world guide to conducting yourself in a way that will garner attention and respect, because it’s been earned. If you didn’t listen to the podcast, or aren’t a podcast person, here’s what she suggests.

#1: Take Time to Observe & Assess

Rather than coming in like a wrecking ball, even one formed of passion and good intent, consider slowing down. Carrie suggests taking time to assess the broader organization you’re working in, to invest time in observing before acting. Understanding the dynamics of company culture is crucial to determining how best your objectives fit.

“I find that the company cultures can have many different dynamic elements. Cultures can be around growth. Cultures can be around cost out. If you don't understand those, it's really hard to frame a road map for your team that matches with those cultural aspects as well as the business objectives,” she explains. “And then you're just fighting a battle all the time of what you want for your team and how to make a compelling business case.”

While you might quickly form some of your own opinions, Carrie urges leaders to lean in to the power of listening. “When I come into an organization, I’m really focused on listening. It’s important to do skip-levels with my team as well as peers and then upwards to understand the brand of the team and how people feel about it,” she says. “I’ll use visual boards where we display metrics and say, what do you think about these metrics? I’ll ask questions like, are these the right goals that you think we should be working on? Sometimes I find that we're over invested or trying to achieve something sales aren’t even asking for, which is very costly proposition. Calibrating that the team is working on the right things and has the right goals is crucial and then understanding what's important to those people and what they think we're good at already versus where they think we need to improve.”

These interactions and time spent observing allow Carrie to gain what she refers to as a 360-degree view of what she’s learned triangulated with what a variety of stakeholders, including employees, really think. “That allows me to shape up a short-term game plan of how to get aligned while we create a long-term roadmap. It shows people that you’re listening and have reflected input from stakeholders in your strategy. Sometimes you’re able to shine a light on a disconnect in the organization that needs addressed. But you’re positioning yourself as wanting to calibrate to the environment and to partner and that’s always well-received,” she says.

#2: Earn Your Voice by Building Relevance

Only after you’ve spent ample time observing and listening can you channel that into a voice that builds relevance and will earn attention. Once you understand the company’s biggest objectives, as well as the team’s sentiment, you can determine what focus will be most relatable to senior leadership and most impactful to your function.

How you speak up from here can depend somewhat on your level in the organization, what projects are underway, and what phase of the planning and budgeting cycle the business is in. Carrie suggests considering first how you can get involved in what’s already in play before introducing new ideas. “It’s important to understand the cadence of the business and the forums where you should be plugged in, and then how do you get involved in the right initiatives that are already in motion versus creating a bunch of new ones straight away,” she says.

She also stresses that, particularly for experienced leaders, this can force an exercise of reigning in your views or vision to align to what’s already in play. “You need to take stock of what the team is already working on and what they’ve already determined is important, and find your way to hook in,” Carrie advises. “Sometimes this means changing my own priority list. I may think I need to do these seven things over the next year in order to be successful, but if the team is already funded and resourced to work on number seven, I need to adjust myself to tackling that before number one. Sometimes this is an internal battle within yourself, and you go home pulling your hair out. But it’s important to understand that as long as you get to the endpoint, it doesn’t matter which road you took to get there.”

By staying married less to your own vision, you can dive into what’s in play to instead apply your leadership to steering the project to success while building rapport and creating trust. This then puts you in a better position when the next strategic planning window comes along to ensure your voice is heard and to play a larger role in crafting what’s next.

#3: Practice Smart Storytelling

Storytelling can be a challenge for service leaders because many find they speak quite a different language than the broader business. But it’s an art that will serve you well when it comes to getting buy-in and support for what you feel is most important. Crucial to smart storytelling is knowing your audience and speaking in terms they care about.

Knowing your audience was covered in part in tactic #1 – take the time to observe the dynamics of the broader business and understand the personalities (and motivators) of the key characters. Where I see many service leaders struggle more is in “translating” the world of service – and its challenges and opportunities – into the native language of the C-suite.

Again, Carrie has honed this skill over time. “Generac is a growth company, so it’s focused very much on new customer acquisition and upsell, cross-sell, etc. These are great things to focus on, but I need a lot of foundational things on the team too. So, for me it’s finding ways to position yourself within that growth initiative,” she explains. “If I focus, for example, on how does post-sale sell new equipment, it might not be what I think is the team’s number one mission, but it’s a mission that’s relevant to the business and it’s a story that resonates. I can then frame things I need inside of delivering growth and I do deliver it, but I’ve also gotten the additional pieces that benefit the team overall. It’s a bit more of an art than a science, though.”

Art, indeed! Carrie goes on to explain that while this art of storytelling becomes a more familiar and natural craft, the narrative that works for one business won’t necessarily work for another. “Each business has a different love language, and you have to find that out a little bit through trial and error,” Carrie says. “I remember talking to our leadership team about upsell and cross-sell and then in listening to their feedback, the light bulb goes off. I understand what they need to hear and see and know that if I deliver that, I have the attention and credibility I need.”

#4: Land and Expand

Once you’ve learned to watch for those lightbulb moments and you know what it is that sparks that connection between your story and the target audience, you can then turn language into action. Carrie suggests an approach of “land and expand” – creating value around what’s most important to senior leadership and then using that success to expand into more of what you want to change or accomplish.

“Showing results, even on a small scale, is a way to earn belief that leads to investment,” Carrie explains. “I've done pilots on my team where my team would say things like, why are we working on this when this is the bigger opportunity? And I’m teaching them that, if we can show what we can do to contribute to new equipment growth, then with that excitement we can explain that to do more of it, we need an upgrade to the CRM, or we need a consumer data platform that'll show us this so we can have a more elegant conversation, or we need screen sharing that'll allow us to see their old equipment and position it to the right customers at the right time, or AI lead scoring. Whatever the tool is that we're trying to get, it'll benefit us for post-sale support, as an example, but we frame it in the presale context.”

As Carrie points out, in service and support, you’re often seeking a foundational toolset that is necessary for whatever scenario you’re working toward – so this act of framing it around what’s most important to the business is a way to gain relevance and buy-in but helps in accomplishing many other objectives as well. You’re simply storytelling around the topics your audience cares most about.

#5: Always Remain Agile

While the skills throughout these tactics are translatable, the storylines and narrative and audience members will change. So, service leaders must become adept at being agile. Objectives change, plans need to shift, success criteria evolve – and you have to obviate these waves and be proactive in how you respond.

Carrie relies on lean methodology with a heavy dose of common sense. “Most businesses still have some type of continuous improvement team. Historically, these are more plant-based resources or people that might be a headquarters team that get farmed out to a variety of ops teams to drive productivity. You're always begging for those resources because the plant has so many different needs and I've just found in my career that I always lose to the plant. So, for me, it's a non-negotiable when you have a large team, very complex processes, and work across many different systems to work on process and lean because it is so meaningful for productivity and for the employee experience,” says Carrie, “I’ve always had a dedicated CI leader, and I see that as a bit of a secret sauce. Having that CI leader on the team, they're infused in a lot of different cadence meetings, huddles, stand ups, project reviews, and that allows them to work on the cultural pieces. I think having a dedicated person and using those tools consistently and for culture is key.”

A Note on Authenticity

I find myself wanting to add a few notes here after reflecting on Carrie’s advice, particularly for those who will read through this insight rather than listen to the podcast. First, it was clear to me in our discussion that what Carrie is suggesting here is smart communication and the application of emotional intelligence.

In my opinion, Carrie is not suggesting being inauthentic or staying quiet when you feel it’s right to speak up. The use of these tactics isn’t to “play” people or to be anything less than transparent; rather to intelligently position your needs or ideas in terms you’ve taken the time to learn the audience cares about.

I say this because I think there are a lot of nuances here – any of these tactics, if poorly executed, could backfire and have the opposite effect than intended. And this is precisely what was so impressive to me about Carrie – that she isn’t presenting this advice as how to “play the game,” but rather what she’s learned over years of experience in how to communicate and build influence genuinely and effectively.  

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September 22, 2025 | 4 Mins Read

Change Only Moves as Fast as Trust is Built

September 22, 2025 | 4 Mins Read

Change Only Moves as Fast as Trust is Built

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“Change can only move as fast as trust is built.” This was a statement I heard a couple of months ago at a local community event and it has stuck with me. Here’s why: We’ve talked for years about change needing to be managed, but change management isn’t what’s needed in businesses today.

What’s needed is more trust, and that is created by strong leaders who have a true belief in how much employee engagement and satisfaction matters. The trust that is needed within businesses to evolve at the pace today’s customers and technological innovation demands cannot be built by leaders who seek only to maximize efficiency, move at the fastest speed possible, or take shortcuts to success.

I mentioned in last week’s podcast recap of the Service Council Symposium that people were a major throughline of almost every session I attended at the event. There’s a shift underway, one that I believe began with Covid. Covid brought about a couple of really fundamental realizations – one was that there are alternative ways of working than what we’d previously deemed as “the” way. Another was the utter importance of our humanity.

The shift Covid began is being continued, even exacerbated by new generations entering the workplace that have different expectations than those that came before. Sacha Thomspon, Founder and CEO of the Equity Equation, who recently joined me for a conversation around psychological safety says, “We're now in a place where we have five generations in the workforce. The two youngest generations are looking for psychological safety as a norm; they have high expectations of inclusion and are quickly overtaking the older generations in the workforce. If you want your organization to be sustainable and to thrive, you need to be able to meet the needs of these generations.”

Some leaders may think that younger generations coming into the workplace with “high expectations” of any sort shows entitlement, but this is a very risky point of view. Other leaders not only understand but are finding ways to embrace these shifting tides. This includes getting creative about how to change the employee value proposition to attract younger talent but also focusing on nurturing strong leadership skills so that an environment of psychological safety is valued and practiced.

Here are a few examples of recent, related conversations worth listening to:

Service Innovation Requires Engaged Employees; Engaged Employees Require Trust

As you listen to these stories, you’ll see that there are some common themes despite the leaders being from different industries and having different approaches. They are all open minded and are embracing the current landscape, rather than bemoaning what’s changed or pining for “simpler times.” They all deeply understand the importance of people in executing their company’s service vision and delivering customer experience, and they realize treating people well is crucial.

When we think about the role trust plays not only in employee engagement but in an organization’s overall resilience based on its ability to continually evolve, we need to start simple. Trust is built and protected by things like:

  • Leaders who invest time in 1-1s (and companies that invest in leadership training and development)
  • Having a voice and feeling your opinion is valued
  • Honest, authentic communication
  • Understanding how one’s role matters to the organization’s overall purpose
  • Being treated as a human versus an asset
  • Feeling respected and adequately rewarded and recognized for contributions

As you read these bullet points, you may think – yeah, of course! But these simple things often aren’t executed well, consistently, or at all. This happens for a variety of reasons, including “leaders” who have been promoted because they were strong individual contributors but who lack leadership skills. Company cultures that make it challenging for leaders to invest in their teams in the ways needed because they’re hyper-focused on short-term outcomes. Environments that aren’t inclusive where certain employees may be treated differently than others. And so on.

When leaders aren’t executing the above well, you can see why change management will never be enough – it brings a process focus that will only be effective if the far-more-important people focus is already in place and effective. To win in today’s landscape, and certainly in the years to come, companies must focus more on the importance of leadership and leaders must focus more on the importance of trust.

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September 15, 2025 | 4 Mins Read

Why Unisys Expanded Beyond SLAs to XLAs: Perspective to Consider for Escaping Service Complacency

September 15, 2025 | 4 Mins Read

Why Unisys Expanded Beyond SLAs to XLAs: Perspective to Consider for Escaping Service Complacency

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By Sarah Nicastro, Founder and Editor in Chief, Future of Field Service

Experience Management (XM) has become a core strategic imperative for Unisys, as Patrycja Sobera, SVP and GM of Digital Workplace Solutions, shared in a recent episode of the UNSCRIPTED podcast. There was plenty of food for thought within the discussion for leaders who understand that it’s impossible to differentiate service today based on stellar execution alone. Customers want more – and Unisys has achieved success delivering just that by embracing XM, in theory and in practice.

Patrycja, at the forefront of this transformation at Unisys, is passionate about how XM brings service to life, shifting the focus from transactional outputs to holistic human outcomes. “Experience management is really no longer a nice to have, it is a strategic imperative,” she says. “It puts the focus on, have we made someone’s day easier, more productive, more meaningful? For me, that’s the kind of real measure of success.”

Broadening Your View from SLAs to XLAs

For years, businesses have measured performance with traditional SLAs—uptime, ticket resolution, and response times. However, Patrycja explains that the incorporation of XLAs (Experience Level Agreements) isn’t about eliminating SLAs, but about taking a leap forward in how you view, and deliver, value to your customers. “XLAs really are focusing on experience… did the service actually help the user? Did it enable their productive time? Did it make their day better?” Patrycja explains, urging leaders to rethink their metrics: “Are you a valuable part of those objectives? Or are you just checking a box?”

Unisys began focusing on XM around five years ago, and a key aspect of the success it has achieved since was founding its Experience Management Office (XMO). The XMO acted as a testbed for moving from reactive, to proactive, and even predictive, interventions. The results Unisys has achieved are compelling:

  • “Over the last twelve months alone, we have registered something like 150 use cases for experience management office where we’re able to deliver proactive automations.”
  • “7,000,000 proactive automations in the last twelve months are removing IT frustration… so that it doesn’t become an incident or a call to the service desk.”
  • “We’ve given back 100,000 hours in productive time to end users in the last twelve months alone. That’s not theoretical—that’s real impact.”
  • “For one client, we saved 30,000 pounds of carbon impact by refreshing devices based on performance instead of warranty cycles.”

These proof points that Patrycja offers show how service delivered well, when paired with a focus on the human outcome that service impacts, can create experiences that customers deeply value. Removing frustration, having more time, making a positive carbon impact – these outcomes look beyond something like first-time fix to contextualize what service means in the lives of those you serve.

Expert Advice for XM Success

For companies seeking to innovate within service, Unisys’s success story provides a stellar example of how to apply the XM framework to reimagine your customer value proposition. For those not yet entrenched in the XM world, Patrycja offers some advice on how to implement XLA’s well:

  • Start simple: “You can actually start from a relatively simple starting point around just looking at device performance and overlaying this with sentiment data.”
  • Be agile: “XLAs are finite. They need to achieve something—improved happiness, efficiency, cost savings, whatever it might be. My preference is they should be around six to twelve months if you’re doing a large transformation.”
  • Get stakeholder buy-in: “One of the most important things is to really get that commitment from stakeholders. This is C-level execs meeting with us monthly on the experience governance board to really see which XLAs are still right and bring meaning to what’s important to them at that time.”
  • Don’t overcomplicate: “I’ve seen some really complex XLA frameworks… If I’d seen this for the first time, I’d be equally scared. Simplify, explain, and show the value in a very tangible way.”
  • XLAs thrive in complex environments: “Complexity is perfect for XLAs because they can help uncover gaps in collaboration between teams and bottlenecks that traditional SLAs wouldn’t catch.”
  • Measure what matters: “Focus on total experience vision, integrating the entire digital workplace, including field services, asset management, and the service desk.”
  • Don’t overlook the human factor: “You have to have employees that are positive, engaged, empowered, and onboard to be able to have the impact that you’re trying to have with the customers.”

Experience Management and XLAs have redefined how Unisys creates value, engages employees, and delights customers. Could the same work for your business? Patrycja shares a reminder for business leaders that the premise is simple, but impactful: “Are you actually making someone’s day better? If so, you’re on the right track.”

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September 1, 2025 | 6 Mins Read

Leaving a Legacy: The Incredible Impact of Dame Stephanie Shirley

September 1, 2025 | 6 Mins Read

Leaving a Legacy: The Incredible Impact of Dame Stephanie Shirley

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By Sarah Nicastro, Founder and Editor in Chief, Future of Field Service

On August 9th, after 91 years full of life, Dame Stephanie “Steve” Shirley passed away. The life Dame Stephanie led was not only inspiring but forged the future for all women in tech. I learned of Dame Stephanie just this past January, hearing Jake Humphrey of the High Performance podcast speak about her at an IFS event (their interview with her is a wonderful watch). What he shared moved me to order her memoir, Let It Go, on the spot. Reading her story left me moved, awed, and inspired – so much so that I wanted to honor her by sharing some of what stood out to me with you.

Dame Stephanie was a child refugee of the Holocaust – one of thousands of Jewish children fleeing the Nazis that came to Britain as part of the Kindertransport (a British rescue effort in the months preceding World War 2 ). At just five years old, she arrived in the UK and met her foster family. “I was five years old. My nine-year-old sister and I had been travelling for more than two days, on a grim, tearful journey from Vienna. We knew scarcely half a dozen words of English between us, and I, at least, had only the vaguest idea of where we were going and why,” she says in Let It Go. As she describes the impact her early start had on her, she goes on to say, “Without my being fully aware of what was going on or why, a large number of good-natured strangers took it upon themselves to save my life. It took me some years to digest this fact and its implications. But once I had, a simple resolution took root deep in my heart: I had to make sure that mine was a life that had been worth saving.”

I won’t use this space to attempt to retell her entire story; not only could I never do it justice, but it is well worth your time to read Let It Go yourself. But I’ll share just enough to illustrate that it’s evident how seriously she took her resolution. As a student, she showed an interest and promise in math that wasn’t “of the time,” and followed this passion ruthlessly until she fell in love with computers.

As a young adult, Stephanie continues to unfold her education and professional journey while in parallel grappling with the psychological impact of the early experiences of her life. All the while, with grit, she vied for roles that women typically wouldn’t/never had and she succeeds in breaking barriers. She says in Let It Go, “Perhaps my fractured upbringing had given me a sense that, if I wanted to make anything of my life, I needed to take control of it myself. It doesn’t surprise me at all, in retrospect, that some people saw me as pushy. A kinder analysis would be to say that, like all refugees, I had been forced to develop a strong sense of independence.”

Forging a Future for Women in Tech

At age 29, after earning her Master’s degree and marrying her husband, Derek, Stephanie decides to start her own software company. She says in Let It Go, “While I could hardly have been less qualified for the task, I did have the crucial asset of unlimited enthusiasm.” Her company, Freelance Programmers, and son, Giles, were born around the same time. It was shortly thereafter she adopted the moniker “Steve,” a suggestion from her husband since she was likely to get a better response to business outreach if people didn’t realize they were communicating with a woman.

Freelance Programmers (which was later known as FI Group and later still Xansa) was designed around providing jobs to women with children. Dame Stephanie pioneered remote work and flexible working practices, believing firmly that women not only have a place in IT, but don’t need to conform to “standard practices” (often impossible for mothers, especially in the 1960s) to add value or succeed.

Like many entrepreneurs, Dame Stephanie faced tumultuous times with Freelance Programmers but, like she did in all things, persevered. Over time, the company grew to employ 8,500 people and was ultimately valued at almost $3 billion.

As that journey was unfolding, so was Dame Stephanie’s journey of motherhood. Her son, Giles, was diagnosed with severe autism around age 3. She poured herself into understanding his diagnosis, determining how best to meet his needs, and finding him proper care. Sadly, Giles passed away at age 35. Throughout his life and beyond, Dame Stephanie championed and supported related causes, including being an early member of the National Autistic Society and funding many autism projects through her charity, the Shirley Foundation.

In fact, Philanthropy became a huge aspect of Dame Stephanie’s legacy. According to her website, “Dame Stephanie’s life has been dedicated to IT and autism, so it’s in these two specific areas that she chooses to invest her philanthropic energies. She has given away the majority of her wealth, nearly £70 million in total, causing her to be the first person to drop out of the Sunday Times Rich List as a result of her philanthropy.”

This short synopsis is a mere glimpse into her truly amazing story – if you’ve never read her book, Let It Go, I urge you to do so. Her willingness and ability to offer such self-reflection as she documents the different phases of her life, her wise words of advice, her at times unfathomable strength, all make not only a compelling read, but one that will leave a lasting impression on you.

Lessons from Let It Go

Here are a few of my personal favorite quotes from the book:

  • On selling service/power of listening: “The idea of a service industry – which is what we were – barely existed in those days…Jack Bungard taught me many things, the most important of which was how to sell. He taught me to rein back my instinctive desire to show off my insight and technical expertise and, instead, to listen.”
  • On flexible work: “We paid people for the work they accomplished rather than the hours they put in. Compared with a conventional company, we were treading our freelancers like adults: trusting them, as intelligent, motivated people, to make the best use of the time available to them in order to achieve the goals that had been set.”
  • On innovation: “I suspect, however, that the most important factor that shaped Freelance Programmers in its early years was, simply, my naivety. Deep down, I still didn’t know what I was doing. Not knowing what the rules were, I was free to innovate – as, indeed, was everyone else involved.”
  • On outside-in: “Because I was talking the clients’ language rather than ours, it formed me to see things from their point of view – something that the IT industry is notoriously bad at doing.”
  • On surrender: “I have struggled all my life with an instinct to hang on to the things that matter most to me, to control and protect them myself. Yet the art of surrender is, I am convinced, a key to many kinds of success- and fulfillment. And many lives are limited by a failure to master it.”
  • On leadership: “The older I get the clearer it becomes to me that empowerment is the key to business success...It is people, not assets, that make the modern business world go round. It is their creative drive that sparks new enterprise and innovation, their professionalism and dedication that ensures quality, their energy that makes things happen – and, always, it is teamwork that carries forward the vision. Yes, by all means lead from the front, if that is your style, but always remember that leadership is nothing unless those who are led give the best of themselves. Like love, leadership is, at its best, about giving, not taking.”

If I were able, I’d say: Thank you, Dame Stephanie, for your inspiration. For the hard work you tirelessly took on so that all the women who’ve come after you can walk a different path. For your generous giving. May you rest in peace knowing you most certainly lived the definition of a life worth saving.

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