If you’ve been relying on spreadsheets and manual scheduling to do your workforce planning, chances are good your process could use Workforce Management (WFM) software.

Does this sound familiar?

• You’re spending too much time wrangling cells, manually entering schedules each week and handling time off requests, last minute changes, and more
• Your spreadsheet can’t do everything you need it to—it doesn’t allow you insight into real-time productivity among your team or help you figure out the most efficient staffing plan based on customer contact volume
• Your process relies a little on data and lot on your intuition, resulting in staffing plans which are often an educated guess, at best

Below, we’ve put together the go-to guide for how to evaluate and choose a WFM software vendor. First, we explain the main benefits of WFM platforms, then dive into the 6-step process you can use to evaluate and implement the solution of your dreams.