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Start Contents At a glance 01 Summary 02 Promise 03 Reality 03 Impact 04 The gap 05 Barriers 06 Next steps 08 Three steps 09 Conclusion
Rotageek New research
AI in workforce managementResearch report · 2026

AI joined the team. It's still on probation.

86% hired it. Only 17% trust it with real decisions.

Just 17% of senior WFM leaders say AI is central to decisions. We've got new research into how AI is really being used in workforce management, and where it stops short. Hear what 400 UK senior workforce leaders told us about AI once we asked the questions.

0
senior WFM
decision-makers
0+
employee UK
organisations
2026
fieldwork by
Opinium Research
Only
0%
say AI is central to workforce decision-making
86% use AI 17% central
Scroll
Contents

What’s inside

Nine chapters, based on 400 UK senior workforce management leaders. Jump straight to what you need, or scroll the whole thing.

01 Executive summary Where AI really sits in day-to-day decisions → 02 The AI promise for workforce management Why AI matters where cost, compliance and experience collide → 03 The AI reality and current adoption 86% use AI, but how deeply is it embedded? → 04 The AI maturity gap in workforce management Confidence, expectations and capability are pulling apart → 05 What’s holding organisations back? Eight barriers, and the six that really bite → 06 Next steps in workforce management AI Education first, then technology → 07 What does mature AI adoption look like? Embedded, quiet, and judged by outcomes → 08 Three steps workforce leaders can take Foundations, embedding, and closing the access gap → 09 Conclusion A series of deliberate choices, not a single leap → AI maturity assessment Check where your own organisation sits on the maturity curve →
At a glance

Six numbers that define the AI maturity gap

Almost every organisation is using AI in workforce management. Far fewer are using it to make decisions. These six figures frame everything that follows.

0%
already use AI in workforce management today
0%
say AI is central to workforce decision-making
0%
expect to increase investment in workforce AI over the next 12 months
0%
feel fairly or very confident in AI-supported decisions
0%
agree the biggest challenge is people, not technology
0%
are using AI in workforce management or planning to
The 17% figure, and the AI impact statistics further down this page, are based on the 345 respondents (86% of the sample) who currently use AI in workforce management. All other figures are based on the full sample of 400.
Adoption is near-universal. Maturity is not. The distance between those two facts is what this report sets out to measure.
AI maturity assessment
Where does your organisation sit on the maturity curve?
Take the assessment →
01
Executive summary

AI confidence has outpaced AI capability

AI is rapidly changing how workforce management teams think, plan, and operate. But the question isn't whether AI is being used, it's whether teams have the systems, confidence, and capability to achieve real value every day.

In May 2026, Rotageek surveyed 400 senior workforce management decision-makers across UK organisations with 500+ employees.

98% are either using AI in workforce management or planning to, and 86% already use it today. 83% feel fairly or very confident in AI-supported decisions and 87% said AI is already saving managers and administrators time.

Most organisations use AI, but few have embedded it deeply enough to shape how they plan labour, respond to demand, or make judgement calls under pressure. AI maturity matters because it enables operational efficiencies, not just through cost savings, but by empowering teams to focus on higher-value work and deliver better service.

We asked
“Which statement best describes how essential AI is to workforce decision-making in your organisation?”
AI is central0%
Significant supporting role0%
Occasional, not a key driver0%
Experimenting or piloting0%
Don't know1%
So, AI adoption is no longer in question. But is a maturity gap emerging?

Closing the maturity gap doesn't mean a complete transformation. Organisations can start small and prove value, project by project. Crucially, they must put their people first from the outset and appreciate the importance of change management. Technology is only as good as the people using it.

Achieving maturity also requires workforce teams to overcome common barriers such as trust and transparency, lack of internal skills, compliance, data quality and integration, and legacy systems.

Drawing from fresh insight, this report explores where workforce management teams are now, why AI confidence may be running ahead of capability, and how organisations can start to close the AI maturity gap.

“
The tech landscape is moving so fast, it'll look entirely different in 12 months. The most mature organisations will have shifted their thinking from 'How do we use AI in our current systems and processes?' to 'How do we change our current systems and processes to get the most out of AI?'
Chris McCullough
Co-founder and Chief Revenue Officer, Rotageek
Chris McCullough
02
The AI promise

The AI promise for workforce management

Why AI matters most where labour cost, compliance and employee experience collide.

AI is moving faster than many businesses can comfortably absorb. In just a few years, the conversation has shifted from big data and machine learning to generative AI and agentic systems. This isn't just another technology wave, it's a reset in how organisations think, plan, and operate.

In workforce management, manual processes have long persisted because they balance complex factors such as labour costs, compliance, and employee preferences. Many organisations have since moved from spreadsheets to dedicated platforms. Now, AI-assisted processes are helping them move beyond reactive scheduling to data-informed, strategic decisions.

The pressure on workforce teams
Labour costs are rising
Compliance is becoming more complex
Flexibility and wellbeing expectations are higher than ever
Demand is harder to predict
What external research says AI can deliver
0%
less time spent on scheduling, where analytics improve
0%
cut in payroll cost
30–60%
lower employee turnover, alongside near-elimination of scheduling errors
But is this the reality in workforce management today? Or is there a growing gap between how AI can help and the value organisations get from it day to day?

After all, technology on its own doesn't create better performance; it still needs the right processes and mindsets. The more important question is how far that potential has translated into trusted, everyday workforce decisions.

03
The AI reality and current use

86% use AI in workforce management, but to what extent?

While workforce management teams have broadly adopted AI across various operational processes, adoption maturity may lag behind this use.

Our survey suggests 65% of organisations regularly use general purpose AI tools, with an even higher proportion (69%) using AI capability built into a workforce management platform. But among those already using AI in some form, only 17% said AI is central to workforce decision-making. This is the first suggestion of an AI maturity gap: current activity doesn't align with expected value.

Younger decision-makers stand out as particularly strong champions of AI. 41% said they've embedded the technology across most workforce management processes in their organisation, compared with 28% overall.

0%
regularly use general purpose AI tools
0%
use AI built into a WFM platform
0%
of leaders aged 18–34 have embedded AI across most processes, against 28% overall
We asked
“Which of the following best describes how widely AI is currently used in your workforce management processes?”
Embedded across most processes0%
Used in several processes, not consistently0%
Limited use cases only0%
Planning to use AI, not started0%
No plans to use AI2%
03 · External context

Workforce management is ahead of the wider market

While a definitive picture is hard to establish, three external studies suggest the sector may be ahead. No piece of research can provide like-for-like comparison, so these insights simply indicate broader AI adoption across industry. Government research in February 2026 found only 16% of UK businesses were using AI; Moneypenny research in May 2025 put it at 39%, with 31% actively considering it.

Different studies vary, but the direction is clear: workforce management is ahead of the general business picture when it comes to AI adoption.

0%
Workforce management
Rotageek, May 2026
0%
UK businesses
Moneypenny, May 2025
0%
UK businesses
UK Government, Feb 2026
0%
of London firms use AI, while uptake can be considerably lower elsewhere
0%
of leaders aged 55+ have yet to adopt AI at all
0%
of leaders aged 18–34 have yet to adopt AI
Source: OpenAI-backed UK research, April 2026.
03 · Where AI is landing

Measurable impact across workforce operations

Respondents are overwhelmingly positive about the impact AI is having on workforce management. The most visible impact is in workforce reporting and analytics (62%), followed by operational efficiency (58%), then employee experience and customer experience (both 54%). Forecasting and auto-scheduling also stand out, each cited by half of respondents.

We asked
“Where is AI currently having an impact on your workforce operations?”
Workforce reporting and analytics0%
Operational efficiency0%
Employee experience0%
Customer experience0%
Auto-scheduling and shift optimisation0%
Demand and trading volume forecasting0%
Labour modelling and scenario planning0%
Staff wellbeing and workforce support0%
Respondents could select multiple areas of impact, so figures add up to more than 100%. Based on the 345 respondents who currently use AI.
0%
say AI saves managers and administrators time, freeing hours for value-added work
0%
say AI is helping them control labour costs

Taken together, this hints at something beyond pure efficiency gains: in some organisations, AI may be starting to shape judgement calls, not just execute routine tasks, moving beyond automation into workforce optimisation, operational planning, and better support for people doing the work.

03 · Better or worse

Agreement that AI has made the following better

We asked
“To what extent has AI made each of the following in your organisation better or worse?”

87% agreed that AI saves managers and administrators time, freeing up hours for more value-added work. They also said it is improving customer service levels and forecast accuracy, and 79% said it is helping them control labour costs.

Much better Slightly better
Manager time / admin burden87%
Service levels / customer experience83%
Forecast accuracy80%
Labour cost control79%
Workforce retention / engagement75%
Compliance with labour rules71%
03 · Confidence

Confident AI adopters

The survey suggests confidence in AI-supported workforce management is at least keeping pace with adoption. 83% feel fairly or very confident in AI-supported decisions, and positivity was visible across all demographic groups. Only 5% said they weren't confident.

Confidence often lags adoption when complex tools arrive faster than training. Workforce management seems to be bucking that trend. The profession isn't only adopting AI, but in many cases, trusting it too.

Confidence is an important foundation for maturity, but it's not the same as consistent embedding, measurable outcomes, or operating-model change.

We asked
“How confident would you be in any recommendations or outputs used for workforce decisions which were generated by AI today?”
0%
fairly or very confident
28% very confident 55% fairly confident 13% neutral 5% not confident
We asked
“To what extent do you agree with each of the following statements about AI in workforce management?”
Workforce planning is becoming more strategic, not just operational0%
AI adoption is viewed positively, but understanding is limited0%
Legacy tools and spreadsheets can't keep up with real-time demand0%
The biggest challenge is people, not technology0%
Manual scheduling is no longer sustainable0%

Does current adoption reflect maturity?

Workforce teams have done an impressive job of bringing AI into their operations. But while AI activity is now commonplace, many organisations have yet to build consistent, AI-informed processes that deliver the technology's full operational value.

04
The AI maturity gap

The AI maturity gap in workforce management

Only 17% say AI is central to workforce decisions. Confidence, expectations and capability are pulling apart.

Adoption isn't the same as maturity. Having the technology is one thing; using it well enough to improve decisions, change behaviours, and deliver measurable outcomes is another.

By AI maturity, we mean AI embedded into manager and employee workflows and connected to reliable data, used consistently to improve specific operational decisions, governed well enough to earn trust, with meaningful operational outcomes to show for it.

Our survey suggests organisations can be at various stages of AI maturity. While confident about AI, they're not always equipped to enable better workforce decision-making around forecasting, staffing, scheduling, labour modelling, reporting, and planning.

More than half of respondents (56%) believe their organisation is ahead of competitors. The largest organisations (2,500+ employees) are least likely to say so (49%), while businesses with 1,000 to 2,499 employees are most likely to think so (68%).

Age shapes perception too: 17% of 18–34 year-olds said they're “far ahead” of competitors, compared with only 3% of those aged 55 and over.

0%
believe their organisation is ahead of competitors in implementing AI in workforce management
0%
of 18–34 year-old leaders say they are far ahead, against just 3% of those aged 55 and over

Are younger leaders accelerating maturity, or widening the gap?

Younger decision-makers appear more enthusiastic about AI and more likely to describe it as central to workforce decision-making. While 18 to 34-year-olds may be pushing their organisations to adopt AI workflows faster, their higher confidence is worth watching closely. Believing AI plays a central role is an encouraging sign, but it will be important to pair that enthusiasm with proven, measurable outcomes as adoption matures.

04 · Not yet a market at AI maturity

How much potential leaders see in AI

Confidence aside, respondents don't describe a market that's reached AI maturity, more like one still working out how to make AI count. 88% believe AI has high or moderate potential to transform workforce management over the next three years, and 79% expect to increase investment over the next 12 months.

We asked
“To what extent do you believe AI has the potential to improve workforce performance in your organisation?”
48% very high potential 40% moderate potential 11% limited potential 1% no real potential
0%
high or moderate potential
04 · Two views of the gap

Where AI sits today, and where the money goes next

How essential is AI to workforce decision-making?
17% AI is central to workforce decision-makingEmbedded in decisions
44% AI plays a significant supporting roleUseful, not decisive
23% AI is only used occasionallyNot a key driver
15% Still experimenting or pilotingEarly stage
17%
Embedded in decisions

A small group has AI shaping how labour is planned and how judgement calls get made under pressure. This is what maturity looks like in practice, and it's where the value sits.

44%
A significant supporting role

The largest group. AI informs the work without yet changing it. Useful, visible, and often trusted, but not the thing decisions are built around.

23%
Occasional use only

AI appears in pockets of the operation, often driven by individuals rather than process. Value is real but hard to measure and harder to repeat.

15%
Experimenting or piloting

Still testing. The risk here isn't moving too slowly; it's piloting indefinitely without ever connecting AI to an operational outcome worth measuring.

We asked
“In the next 12 months, which of the following changes are you planning in relation to AI and workforce management?”
Expand AI use in workforce management0%
Improve workforce reporting and analytics capability0%
Upgrade or replace WFM/scheduling systems to better support AI0%
Redesign operating model or roles to better use data and AI0%
Respondents could select multiple priorities, so figures add up to more than 100%.

What we mean by AI maturity

AI is embedded into manager and employee workflows and connected to reliable data. It's used consistently to improve specific operational decisions, governed well enough to earn trust, with meaningful operational outcomes to show for it.

04 · Why it matters

Why the maturity gap matters

Across the wider business landscape, AI maturity is becoming a marker of operational effectiveness. Yet EY's 2025 research suggests UK organisations are missing up to 40% of potential AI-driven productivity gains because of talent shortages, delayed readiness, and integration gaps.

Workforce management sits right in the middle of this challenge. The opportunity isn't simply to use AI more often, but to use it in ways that improve how people plan, allocate labour, respond to demand, and make decisions under pressure.

External research · EY, 2025
0%
of potential AI-driven productivity gains are being missed by UK organisations, lost to talent shortages, delayed readiness, and integration gaps.
Source: EY, 2025
04 · The generation gap

A tale of two generations of workforce leader

18–34 years 55+ years
*55+ AI-user base: n=26
“AI is central to workforce decision-making.”
24%
0%
“AI is having a positive impact on auto-scheduling and shift optimisation.”
60%
31%
“We're ‘very confident’ about AI recommendations.”
36%
17%
“AI has made labour cost control ‘much’ better.”
44%
12%
“AI has ‘very high’ potential to improve workforce performance.”
50%
17%
“In the next 12 months, we'll upgrade or replace WFM/scheduling systems.”
50%
27%
Enthusiasm is not the same as evidence. The task now is to pair younger leaders' confidence with proven, measurable outcomes.
04 · Value still to come

Expectations reveal maturity still to come

A clear signal that AI maturity is still developing comes from what respondents believe AI could deliver next. Their expectations are substantial.

Time AI could save managers per week
We asked: “If your organisation used AI more widely in workforce management than it is currently, how much time do you believe it could save managers per week?”
5–9 hours42%
10–15 hours26%
1–4 hours22%
16+ hours5%
Expected labour cost efficiency gain
We asked: “If AI were more widely used in your workforce management, what level of improvement in labour cost efficiency or productivity would you expect?”
3–5%40%
6–10%36%
Up to 2%12%
More than 10%10%
£0
per £1,000
of value for every £1,000 of labour cost or productivity baseline, a significant gain, and a sign the full value of AI has yet to be unlocked.
Illustrative: weighted average of expected labour efficiency gains across all response bands (no improvement, up to 2%, 3-5%, 6-10%, more than 10%), using category midpoints = 5.9% of a £1,000 baseline.

What leaders expect AI-driven value to look like

Improved productivity0%
Labour cost savings0%
Better service levels and customer experience0%
Staff redeployed to higher-value activities0%
Reduced pressure on staff and improved wellbeing0%
Respondents could select multiple options, so figures add up to more than 100%.
AI maturity assessment
Curious where your own organisation sits on the AI maturity spectrum?
You’ve seen the gap between confidence and capability. Take a few minutes to see which side of it you’re on.
Check your maturity →
05
What's holding organisations back?

Eight barriers. Six that really bite.

To realise their expectations, workforce teams need accurate data, robust integration, strong governance and frontline trust. Adoption alone isn't enough.

We asked
“What are the main barriers preventing your organisation from using AI most effectively in workforce management? (Select up to three)”
Trust, transparency, and explainability
37%
Lack of internal AI skills
34%
Regulatory or compliance concerns
31%
Data quality and integration issues
31%
Limited budget or competing priorities
29%
Legacy systems or technology constraints
26%
Resistance to change from managers or frontline
25%
Lack of clear business case or ROI
25%
All eight options offered. Respondents could select up to three, so figures add up to more than 100%.

The six that matter most, and what mature organisations do

Scroll sideways →
0137%

Trust and transparency

Workforce management depends on people acting on AI insight, not just having access to it. Without trust, managers quietly override or ignore recommendations, and the technology sits underused, eroding the return on whatever's been invested in it.

Mature organisations involve their people as AI tools develop, so everyone feels part of the journey.
0234%

Lack of internal AI skills

Staff can't realise the benefits of AI without the confidence and skills to use it well. Low capability means missed productivity gains, so the performance improvements AI promises simply don't materialise.

Mature organisations prioritise training programmes and develop AI champions who drive peer-to-peer learning across the team.
0331%

Compliance concerns

Many organisations worry: is the data secure, could confidentiality be breached, and is it clear how an AI decision was made? AI often touches sensitive employee data and decisions with real employment implications, if a team can't explain why an AI-driven schedule was made, that's a fairness and compliance risk, not just a technical one.

Mature organisations focus on clear accountability, explainable recommendations, and human oversight.
0431%

Data quality and integration

Data accuracy issues and difficulty integrating AI with legacy systems are a real barrier. Without solving it, teams rely on data they don't trust, spread across disconnected tools.

Mature organisations invest in connecting their data sources and improving data quality, so AI tools, wherever they sit, can draw on accurate, trusted information to deepen insight and inform decisions.
0529%

Competing priorities

When organisations face several pressures at once, AI maturity can slip down the list, and company attitudes towards technology investment vary. Yet busy workforce teams need robust systems and clear insight to perform well, and AI is a key route to better outcomes.

Mature organisations keep AI's potential in sharp focus despite other operational pressures, continually testing new tools in small ways to keep building maturity.
0626%

Legacy constraints

Some legacy systems make it hard to embed AI, so many organisations see the benefit but face real hurdles before they can upgrade. That gap is costly: teams end up manually patching problems AI could have solved, and the gains promised elsewhere stay out of reach.

Mature organisations work with software partners to unlock current systems, or move to a platform built for AI maturity.
“
Typically, a business will feel they're the only one with a particular scheduling problem. They're not, and learning from others who are one step ahead of them with AI can be incredibly helpful.
Chris McCullough
Co-founder and Chief Revenue Officer, Rotageek
05 · Proving the value

Treat AI agents like employees: set objectives, review performance

Chris highlights another issue that's holding some organisations back: they're questioning how to measure the value of AI given the investment required.

“
Organisations are asking what value they're getting from AI given the tokens they're burning through. It's a genuine concern. But workforce management is ideally placed to measure AI value because it has objective outcome measures such as overtime use, payroll spend, and absence rates.
Chris McCullough
Co-founder and Chief Revenue Officer, Rotageek

Chris says organisations should treat AI agents like employees: set objectives and review performance regularly. Most, he says, are yet to achieve such a robust review process.

Trust shouldn't rest on a vendor's word alone; it's why Rotageek holds the ISO/IEC 42001 certification for artificial intelligence management, achieved in 2026 as part of the ELMO Software group.

ISO/IEC
42001
Certified AI management
The standard certifies that Rotageek governs its AI-powered workforce and auto-scheduling tools with transparent, accountable, human-centric protocols. “Organisations shouldn't have to take a vendor's word for it. They should be able to check.”
05 · People first

People and change determine AI's value

Technology alone can't deliver AI maturity, empowering people matters too. When an organisation commits to bringing everyone on the journey, the impact of technology change can be significantly greater.

Our own survey found 66% of leaders agree the biggest challenge is people, not technology. Forrester's 2025 State of AI Survey flags a related risk: 48% of firms have already used AI to cut headcount, while change management and employee experience remain low investment priorities for 2026.

AI isn't about cutting teams. It should enable staff to perform better and make more informed decisions, eliminating routine tasks so people can focus on higher-value work.

The Forrester survey also showed that change management and employee experience are a low priority for 2026. The result may be predictable: staff feel unsupported and fear slows AI adoption. Forrester argues that unless organisations put people at the centre of their AI strategy, the gains will remain marginal.

Rotageek's experience with multi-site retailers and large enterprises supports this view. Successful workforce management transformation takes more than the right technology. It requires clear intent, disciplined execution, and a serious commitment to bringing people with you.

0%
of leaders agree people, not technology, are the biggest barrier to AI advancement
0%
of firms have already used AI to cut headcount. But is that AI maturity success?
“
The projects we've done that landed well have focused on how to engage teams throughout the change process. We should put people at the centre of AI and take them on the journey.
Chris McCullough
Co-founder and Chief Revenue Officer, Rotageek
06
Next steps

Closing the gap: education, then technology

Many organisations think AI maturity means teaching people how to use the tools better, and our survey backs that up. When we asked what extra AI capabilities respondents wanted, most described things their existing tools can already do. If organisations want to mature AI faster, they must prioritise education and help people build sustainable workflows.

Maturity is also about having the right technology. Half of organisations plan to upgrade or replace workforce management systems to better support AI, while 42% plan to redesign roles or operating models around better use of data and AI. As leaders shift from experimenting with AI to embedding it into workforce operating models, they plan to focus investment on three areas over the next 12 months.

0%
want capabilities WFM platforms already offer
0%
want capabilities general AI tools already support
0%
plan to upgrade or replace WFM systems for AI
0%
plan to redesign roles or operating models

Three investment priorities for the next 12 months

01
Foundations
Upgrading core systems

Mature AI depends on strong core systems, and some organisations still need to catch up. Their next step is to strengthen the workforce management systems AI relies on, without solid foundations, the tools built on top won't deliver. A priority for organisations still building the infrastructure later maturity depends on.

02
Capabilities
Analytics, forecasting, optimisation, reporting

AI can surface sharper analytics, forecasting, and reporting, and deeper insight leads directly to better workforce decisions, which is what most leaders want from AI. The top investment focus overall, with 2,500+ employee organisations placing the strongest emphasis on it.

03
Adoption
Training, access, trust, engagement

Organisations need in-house skills, access, and trust for AI to deliver results, tools only create value if people can reach them and know how to use them. AI isn't just for senior teams: respondents said training would be a major focus as leaders widen access.

“The risk isn't under-investing in technology, it's investing without operational alignment, then paying twice: once for the system and again for poor adoption. The common factor in successful transformation is the clarity of intent and the rigour of execution.” Chris McCullough · Rotageek

One collective outcome from these priorities will be workforce teams having better insight and control to manage staffing costs more effectively. Mature AI will help them optimise schedules, reduce overtime, and forecast demand more accurately.

07
What mature AI adoption looks like

What does mature AI adoption look like?

Embedded and quiet, judged by outcomes.

AI maturity exists when leaders can judge AI by its impact on operational outcomes, managers understand and trust recommendations, and employees have meaningful control and visibility.

Embedded, not separate

Mature AI embeds directly into existing workflows rather than running as its own process.

Judged by outcomes

Leaders measure impact on overtime, payroll spend, service levels and absence, not activity.

Trusted by managers

Recommendations are explainable, governed, and open to human oversight.

Reviewed and adapted

Performance is reviewed over time as organisations learn what actually works.

“
There's no fanfare or hype. Mature AI, quite simply, delivers consistently. Embedded and quiet, it runs truly innovative applications that make a marked difference to your workforce management operations.
Chris McCullough
Co-founder and Chief Revenue Officer, Rotageek

While AI maturity outcomes look different for every organisation, Rotageek customers The Entertainer and Lush are useful examples of maturity in action. Both are multi-site retailers, but the principles (embedding workflows, managing employee activity, and measuring outcomes) apply to any organisation with a large headcount.

The Entertainer store
AI maturity in action

The Entertainer

Toy retailer · 170+ stores · concessions in 1,000+ Tesco locations

Store managers used to spend hours each week building rotas by hand, then cross-checking timesheets manually. With 170+ stores and concessions in more than 1,000 Tesco locations, that approach struggled to keep pace, especially when shifts changed at short notice. Given its rapid growth, the retailer also needed any new system to be scalable and easy to use.

Managers now build schedules with automated tools rather than starting from scratch each week, a pay rules engine applies rates automatically, and they have real-time visibility of scheduled hours and labour spend by location. Staff use a mobile app to swap shifts, request leave, and share availability.

→Managers spend less time on admin, more on the shop floor
→Staff have visibility and control, so fewer pay disputes at payday
→Area managers compare labour hours across shops for the first time
→Consistency and scale to support Tesco concession expansion
Results reflect a combination of the new platform, revised processes, and how store teams applied them, rather than the technology alone.
Read The Entertainer's full story →
Lush store
AI maturity in action

Lush

Cosmetics retailer · 870+ stores · 13,000 employees worldwide

As stores evolve, Lush needs the flexibility to offer expert category advice and specialist services while balancing walk-in customers with pre-booked appointments. Getting that balance right depends on having the right people scheduled at the right times, something manual, spreadsheet-based rota planning struggled to keep up with.

Store teams now see schedules, read updates, swap shifts, pick up extra hours and request leave in seconds, instead of manual processes that took hours. Store and warehouse managers report spending less time on scheduling admin and more with their teams and customers.

0%reduction in labour overspend at the Birmingham flagship
0%increase in productivity over one quarter
£0kextra sales in a single month, from a 16% productivity increase
As with any operational change, these results reflect the platform, revised scheduling practices, and how store teams applied them.
Read Lush's full story →
08
Three steps

Three steps workforce leaders can take to drive AI maturity

To reach maturity, organisations must turn AI into a trusted, reliable part of workforce decision-making that measures meaningful operational outcomes. Based on these findings, Rotageek believes three steps are crucial to achieve more from AI.

1
Step one
Build reliable foundations

Many organisations are held back by poor data quality and integration challenges with legacy systems. It's not AI in isolation that improves decision-making; it's how the wider system connects, governs, and applies data. Guardrails matter: clear rules on what AI can act on automatically, and what still needs a manager's sign-off.

Without reliable foundations, AI risks becoming another disconnected tool rather than a trusted part of workforce management. By continually taking small steps and piloting new functionality, organisations can build from a position of strength.

Try this

Identify one high-value problem where structured data already exists, forecasting demand, reducing manual scheduling, or labour cost control. Test the change with a small group first, such as a handful of stores or teams, and measure results against operational outcomes before rolling it out further.

0% of employers are investing in areas that strengthen their AI foundationsBased on the 315 respondents planning to increase AI investment.
2
Step two
Embed AI into workforce decisions

Organisations must move beyond isolated AI use and embed tools into the workflows that shape workforce decisions. Mature adoption is less about how AI fits existing processes and more about designing processes that make the best use of AI. The strongest gains appear when AI supports day-to-day decisions such as forecasting, scheduling, and reporting, and with only 17% saying AI is central, there's work to be done yet.

Unlike a standalone pilot, a purpose-built platform already understands labour rules, contracted hours, and demand patterns, so recommendations plug straight into existing workflows, with guardrails and an audit trail from day one. Given 42% believe wider AI use could save managers 5 to 9 hours a week, and a further 26% think 10 to 15 hours is possible, testing AI-assisted workflows is a proactive move.

Try this

Find manual or reactive decisions, such as building rotas, responding to demand spikes, or reconciling timesheets, where AI can be embedded in the platform teams already use, rather than run as a separate experiment. Test with a small group first, and set clear performance measures so teams can see whether outcomes improve over a defined period.

0% believe wider AI use could save managers 5+ hours a week42% expect 5–9 hours; a further 26% expect 10–15.
3
Step three
Close the access gap

Training staff to engage with and trust AI tools determines whether capability translates into productivity, so people must be at the centre of the journey to maturity. While confidence is high, that has yet to enable widespread maturity. People need to understand how AI works, where it helps, how decisions are governed, and what it means for their role, and they need the access to actually use it, not just senior teams at HQ. Getting this right is as much about culture as capability: teams need to feel like participants in the change, not recipients of it.

Access matters as much as training. Rolling tools out to frontline staff, not just leaders, is what determines whether the investment reaches the people making day-to-day decisions, reducing risk and building a plan everyone buys into.

Try this

Train staff around real workforce tools, not generic AI knowledge. Involve frontline teams early, especially those already under operational pressure, and adopt a change management approach from the outset, prompting peer-to-peer learning as teams see the benefit to their own roles.

0% say training is a key investment priority for the next 12 monthsTurning confidence into capability, and capability into outcomes.
“
Chris McCullough
Co-founder and Chief Revenue Officer, Rotageek
On foundations

The most effective organisations are creating conditions for AI to consistently deliver better workforce decision-making from clean data, connected systems, and a disciplined approach.

On embedding AI

Workforce management can easily measure AI developments because target outcomes are so tangible. The value of AI grows when organisations link new processes to the operating measures they want to focus on.

On closing the access gap

The best rollouts include video content and engagement sessions where peers, not just executives, explain why the change is meaningful to them and the customer. That turns a rollout into a shared mission.

08 · Where to begin

Start with your data, and start small

When developing AI capability, Chris recommends taking small, low-risk steps and being prepared to fail before moving forward.

“
The question is, where can you deliver the most value quickly? What structured data can you access, and how could AI help you get more from it?
Chris McCullough
Co-founder and Chief Revenue Officer, Rotageek
Keep operations stable

A low-risk approach keeps daily operations stable while you explore the best use of new technology.

Be prepared to fail

Many initial projects won't work, and that's fine. Move on to the next, until you find a step forward that fundamentally changes the business.

Put people first

By putting people first, organisations reduce risk and build a more sustainable AI plan that everyone buys into, with adoption, productivity, and ROI quickly following.

09
Conclusion

AI maturity is a series of deliberate choices, not a single leap

AI adoption in workforce management is already widespread. What's still developing is maturity: embedding AI into trusted, everyday decision-making rather than treating it as a separate initiative running alongside normal operations.

Getting there depends on more than technology. It calls for reliable systems and accurate data, workforce decisions and operating models built around AI rather than bolted onto it, and a people-centred approach that brings staff along at every level.

Leaders can start small: focused, measurable, low-risk opportunities that prove value without disrupting daily operations, built in-house or with an experienced workforce management partner.

Standing still is riskier than taking small steps forward, but responsible progress still means planning carefully, not rushing. Organisations that make those choices well, and start making them now, will set the pace for everyone else.

“
Where can you deliver the most value quickly? What structured data can you access, and how could AI help you get more from it? And you must be prepared to fail. Many initial projects won't work, and that's fine. Move on to the next, until you discover a step forward that fundamentally changes the business.
Chris McCullough
Co-founder and Chief Revenue Officer, Rotageek
Next steps

Find out where your organisation sits on the maturity curve

You've seen where 400 UK senior workforce management leaders are on their AI maturity journey. Take the assessment to benchmark your own organisation against them.

Take the AI maturity assessment →
Appendix

Methodology

Opinium Research was commissioned by Rotageek to conduct a nationwide online survey of 400 senior workforce management decision-makers in UK organisations with 500 or more employees. Fieldwork was conducted between 11th–22nd May 2026. Respondents held senior manager level or above, with responsibility for workforce management.

Sectors surveyed
Facilities & Support Services Healthcare (Clinical) Healthcare (Care Services) Hospitality (Food & Beverage) Hospitality (Accommodation) Leisure (Attractions) Leisure (Fitness & Sport) Public Sector & Education Recruitment & Staffing Retail (General) Retail (Grocery & Convenience) Retail (Specialist) Transport, Travel & Logistics
Organisation size
500–999 employees
1,000–2,499 employees
2,500+ employees

All findings are based on respondents' self-reported perceptions and experiences, rather than independently verified data or outcomes. External research referenced is attributed to its original source and included to indicate broader industry context only.

Rotageek
Workforce management that puts people first.

Rotageek helps multi-site retailers, healthcare providers and large enterprises forecast demand, automate scheduling and give teams real control over their time.

rotageek.com
© 2026 Rotageek. All rights reserved.
Research conducted by Opinium Research
Fieldwork 11–22 May 2026

Rota Geek Limited is a company registered in England and Wales with the company number 06783810 and registered address of Unit 6 & 7, Foundry Court, Foundry Lane, Horsham, West Sussex, England, RH13 5PY

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