How gamification is used to motivate workers

A variety of UK, European and US companies are turning to gamification to motivate workers to complete and repeat business processes more efficiently, including by competing against each other

When Gartner’s Brian Burke wrote a book on gamification in 2014 – Gamify: how gamification motivates people to do extraordinary things – the analyst firm had placed the concept on its hype cycle graph as sliding down from inflated expectations to the trough of disillusionment. It had previously been used in scattershot fashion, says Burke, and “some things worked – a lot didn’t”.

Three years later, gamification – adding game-like elements into processes to motivate people to complete or repeat them – has narrowed in its focus. Burke, a vice-president and chief of research at Gartner, says it is now used mainly in training and education, encouraging innovation and to boost employee performance, with the last focused on jobs with clear goals, including sales and support.

Burke reckons organisations could now use gamification more broadly. “There are all sorts of potential applications, as long as people understand it’s got to target an area with a shared goal, or at least aligned ones,” he says.

Disneyland provided an example of how not to use gamification a few years ago, when it introduced digital leaderboards providing a performance-based list of laundry staff. Employees called it the electronic whip. “People in a laundry room are not individually motivated to wash more sheets,” says Burke.

David Glance, director of the University of Western Australia’s centre for software practice, believes that although gamification can help employees, there are more important things IT can do for them. “Nothing beats something that works really well, is a pleasure to use and clearly makes your job easier,” he says. “Gamification isn’t going to make up for a terrible job, a terrible bit of software or a terrible idea. It can potentially enhance things, but it can’t make people forget that what they’re doing isn’t particularly pleasant.”

There can also be issues with some of the main ways in which gamification is used, says Glance. Gamified training, which can involve giving people virtual badges for completing levels, is often added at the same time as other improvements, making it hard to tell how much the game element has contributed.

More seriously, as Disneyland’s laundry workers found, there can also be problems with making games competitive. “Leaderboards act as an incentive for some people, but disincentivise others,” says Glance. In a league-style list, those with no chance of catching the leaders may give up trying.

Vanarama league

But this has not been a problem for UK van-leasing broker Vanarama, according to Tom Roberts, a content editor for the company. Roberts works on Vanarama’s in-house display system, which shows a leaderboard of salespeople along with other performance measures and messages. The digital system, installed earlier this year, replaced similar lists on whiteboards, and people down the list can get extra support.

“Salespeople in general are quite competitive,” says Roberts. “They want to be at the top of the board, and hear a ‘kerching’.” He is referring to the sound the system generates when it records a sale.

The off-the-shelf system, provided by RMG, integrates data from Vanarama’s Avaya IP Office telephony system and its Evolution customer relationship management (CRM) software. It took about two months to configure in the company’s new Hemel Hempstead office, although it was partly brought into use during this period.

The system shows a “hall of fame” featuring the top salespeople for the week, month and year, but it can also be configured with time-limited games. Last summer, Vanarama set targets for its sales team which, when met, allowed everyone in its new head office to stop working. “Everyone was feeling much more motivated, as they’d get to go home early and enjoy the sun,” says Roberts.

The system has also reduced internal email use, as performance data is visible to both the sales and administration teams automatically. The company is increasingly using it for internal communications and to make salespeople aware of current special deals.

Waxing digital

Wax Digital, a cloud-based e-procurement provider based in Manchester, has used gamification in a more limited way with its 30-strong IT development team. All have a responsibility to deal with support queries, and the company gets a glut of these in March and April around the end of the tax year and in August and September when people return from holidays. Rather than take on temporary staff, Wax uses a game to encourage the developers to answer tickets out of hours, as well as paying them overtime to do so.

Each ticket is scored out of 10 based on its difficulty – decided by support desk staff who are not taking part in the game – and how long they take to answer, using data from the company’s Taskforce and Grindstone software. Chief technology officer Pete Kinder monitors the system for anyone trying to cheat, such as by taking an unexpectedly long time to deal with a query.

He says he has not seen this happen so far, although this is one reason for running such games only over a couple of weeks. Also, the fixes proposed by developers are now checked before results are declared – the first time the game ran, some failed testing.

Each competition is administered with an Excel spreadsheet and the top three or four developers win prizes – often hardware the company has bought for testing and no longer needs. A pair of Google Glasses was the first top prize.

“The reason it works is our guys are very competitive – egotistical is a polite word,” says Kinder. “People want to show off that they can fix 25 tickets in a week.” But stopping a backlog of tickets building up out of hours also helps everyone, he adds. “The big things are the prize and the competition, but it also means there is less pressure during the working day.”

Novartis games for learning

Some companies have adopted gamification across a number of areas, and Switzerland-based pharmaceutical group Novartis uses it for learning, engaging with staff and innovation. “We made a mobile device game to engage our people in our values and behaviours, we have developed games to reinforce and scale up learning, and we have used gaming for developing product knowledge across our salesforce globally,” says Simon Brown, global head for the group’s learning centre of expertise and Novartis universities.

He points out that many people are familiar with the idea from other areas, such as fitness apps or frequent flyer schemes.

Novartis uses gamification techniques including leaderboards, “scaffolded” learning – where tasks get progressively more difficult – and game-style graphics and storytelling. One example, now in its third year, is its business partnering global blended learning project, run with UK consultant Ludic’s SmartLearning platform. This provides distance learning to staff around the world, with 600 employees working together on a real challenge over six months.

“Our learning approach allows participants to customise their learning journey and experience in an engaging and practical way, through self-learning, virtual classrooms, one-to-one coaching and community engagement,” says Brown. “The elements it includes would have been impossible on a standard intranet.”

Brown says gamification within the group’s partnering programme, which helps to train participants, increased customer satisfaction with those partners by 12% in the first year of implementation. “Games should be focused on solving specific business challenges and give people skills or knowledge that are important for the strategic aims of the organisation,” he says. “The social element of gaming – the way in which people share experiences, build bonds and compete through games – can reinforce new behaviours and help take teams to the next level.”
Virtusa gaming for millennials

Virtusa, a US-based IT consulting and outsourcing group with 18,000 employees around the world, uses gamification in a similarly wide way through its V+ system, which trains staff on the company’s structure and culture.

The company built V+ in-house – based on Microsoft SharePoint – over a six-year period. It draws on the company’s enterprise resource planning (ERP), CRM and project management software suites.

One element of gamification is a points system called Reps. “Reps is used across the board, helping us to quantify the contributions and achievements of our staff,” says Virtusa’s chief information officer, Madu Ratnayake. It covers all activities, including coding and hiring.

One early lesson was to widen the design process and develop the V+ platform in a transparent way, says Ratnayake. “That way, the platform evolves with the user at the centre,” he says, adding that gamification should not be seen as a short-term measure.

“Think of it in terms of a golf game, rather than Angry Birds,” he says. “In other words, gamified platforms should be designed with sustainability in mind, build to last over a long period.”

The company decided to use game-based techniques because more than 70% of its workforce are millennials (born since 1980), although it has found that many aspects work with older employees too. “Game-based techniques have a significant engagement advantage for this demographic – we have seen a 10-15% increase in most of the areas we’ve gamified, such as collaboration and staff morale,” says Ratnayake. “To complement the gamified aspect of V+, we also included crowdsourcing, social engagement and data-driven onboarding technologies into the platform.”

Gartner’s Burke believes the technique can work for all ages. “Gamification is not like a video game,” he says. “There is no storyline, animation or avatars in most gamification. Often the interaction is fairly dry.”

And it has a different purpose – to motivate rather than to entertain. Burke says one consulting firm that used a gamified system to educate staff on corporate values found older employees made more use of it than younger ones, because they were more likely to understand the need to learn values.

Burke thinks gamification may develop further by being built into collaboration software suites, such as Jive, which need to encourage employees to use them. “You need to get enough people up to speed using these suites before they are valuable – it’s a network effect,” he says.

The University of Western Australia’s Glance says gamification can also develop independently of technology departments, through employees playing games with software intended for other purposes. He writes for The Conversation, a site that publishes articles by academics, including on gamification. Like many publishers, it provides its writers with a statistical dashboard of data, including page views.

As someone who writes a lot for the site, Glance uses the dashboard to play games. “The overall number [of page views] keeps going up, and for me, that becomes a motivation to write,” he says. “But it doesn’t work for most of the people who write for The Conversation, as they only write once or twice.”

Such self-imposed games can have perverse results, in this case encouraging academics to write click-bait. Along with many journalists, Glance has realised that any mention of sex means lots more clicks. “Writing about Kaspersky, anti-virus and Russian spies, not so much,” he adds.

So although gamification can motivate staff, the trick for an organisation is to make sure it motivates them to do things the company wants them to do.

First published in ComputerWeekly.com, 3 November 2017

A Geek’s Guide to the hottest place in 20 parsecs

This week, The Register published a feature by me on the Culham Science Centre in southern Oxfordshire. This includes what staffer Guy Burroughes describes as “the hottest place in 20 parsecs”: the heart of the Joint European Torus, Culham’s biggest project and the world’s largest nuclear fusion tokamak, which at its hottest has reached 300 million degrees Celsius, many times hotter than the centre of the sun. (It’s rare to find a star this hot. 20 parsecs is about 65 light years, although it’s just possible that Mr Burroughes was getting in a Star Wars reference.) Continue reading “A Geek’s Guide to the hottest place in 20 parsecs”

The many problems with automated decision making

I have written about automated decision making or machine learning for Computer Weekly, in particularly the numerous problems with using it. The biggest set of issues is summed up nicely by Joanna Bryson of Bath and Princeton universities: “The reason machine learning is working so well is it is leveraging human culture. It’s getting the bad with the good.”

Continue reading “The many problems with automated decision making”

Higher education and healthcare use specialist CRM in all but name

Customer relationship management software may be targeted at businesses, but the healthcare and higher education industries have redefined it to gain better insight into their users

Customer relationship management software may be targeted at businesses, but the healthcare and higher education industries have redefined it to gain better insight into their users

Customer relationship management (CRM) appears in the Oxford English Dictionary as an example of the compound noun “management-speak”, citing a 2002 Boston Globe article defining it as “jargon” for “getting the most from existing customers”. But how is CRM software redefined for industries that do not have, in a commercial sense, customers?

Users of healthcare and higher education – patients and students – have relationships with providers that tend to be deeper, longer-lasting and more complicated than those between customers and sellers.

Such relationships also include a duty of care by the provider, which is unsurprising given that healthcare and education aim to change their users’ lives, whether by curing them or educating them.

As a result, the specialist CRM systems used by the two industries do more to support two-way communication than standard ones. Both use their own terms: healthcare calls CRM-like software “patient relationship management” or “patient engagement”, while higher education prefers “constituent relationship management” or “student lifecycle relationship management”.

“The term ‘customer’ is contentious,” says Simon Whittemore, a partner at education technology consultancy Cetis and formerly of the UK’s shared education IT service Jisc.

Most higher education providers are not businesses and have multiple aims and purposes, including helping all parts of society. This can mean a CRM-type system is used to analyse student demographics to find under-represented groups so a university can put more effort into encouraging people from those groups to apply, says Whittemore.

He adds that many universities struggle to bring in CRM across the organisation as this means integrating with legacy software, such as student administration systems. As a result, many have brought it in for one purpose, such as retaining students already on courses.

According to Whittemore, universities should take a more holistic approach. “Institutions need to understand and identify what business function they want such a system to serve, and what business problems they seek to address,” he says.

Analysing the student lifecycle

Higher education’s relationship with students has a third act after both recruitment and their student life, which US supplier Ellucian calls “advancement”.

“It’s mainly about gifts,” says senior vice-president of product management James Willey. “The data structures are all built around donor cultivation.” This reflects the importance of alumni donations to US universities, although those in the UK and elsewhere are increasingly tapping former students for cash.

Willey says Ellucian, which is built on Microsoft’s Dynamics CRM and has users in nearly 50 countries, treats each of the three periods of student lifecycle differently although all use common data on individuals, which saves staff time in having to enter data on the same people into different systems.

In recruitment, it can encourage people to complete an application – something which the company says can increase applications by as much as 80%.

The “advisement” phase, which deals with students at a university, uses familiar CRM-style functions for different purposes. Many universities try to minimise drop-out numbers by looking at data for warning signs, such as not attending classes.

But Willey says analytics can also be used to support students in general. “It’s not just to keep them, it’s to keep them on-track,” he says.

Ellucian’s system supports two-way communication, allowing students to book time with university advisers and make initiative queries that are handled through a helpdesk-style case management function.

Willey says the key benefit of a sector-specific CRM provider such as Ellucian is the specific analytical models it offers to higher education staff covering recruitment, student life and alumni.

“A classical analytics model would be, ‘Here’s a tool, go off and build the stuff you want to build’,” he says. “In each area, we’re pre-building analytics for those users who are operating in those business processes.”

Targeted applications

TargetX similarly provides specialist software for higher education institutions, primarily in the US, although it also counts the London School of Economics (LSE), University of Roehampton, Canterbury Christ Church University and the Royal Agricultural University in Cirencester as customers.

Sasha Peterson, chief executive of TargetX, says higher education uses different language and has significantly different processes to sales-driven organisations.

“If you’re in a sales organisation in a company, you talk about leads, revenue and quotas,” Peterson says, whereas higher education talks about students, tuition and enquiries.

“There are specific needs that exist in industries – education in particular – that wouldn’t exist elsewhere,” he adds.

He contrasts processing an order with the complex decision over whether to admit a student – to support the latter, TargetX offers specific tools to handle the data, documents and processes involved.

The London School of Economics is using TargetX’s Salesforce AppExchange apps to manage email marketing, event management and information requests, for projects that aim to widen participation and for online applications and paperless decision-making.

Mike Page, head of the academic registrar’s division systems and business process, says: “More generally, we are looking to leverage this functionality across a number of different examples across the school as part of an enterprise CRM programme being explored.”

Page adds that use of TargetX has led to greater click-through rates on email campaigns, higher attendance ratios at events, swifter turnaround times for widening participation applicants, and more efficient processes.

LSE is also using some of Salesforce’s higher education software, including for helpdesk case management. “We get to pick and mix and therefore get the best of both worlds. The traditional restrictive box of a sector-specific solution melts away,” says Page.

TargetX also offers prospective students a mobile app called Schools App, which works with Facebook accounts to link them to others locally who have been offered a place.

For some universities this has boosted yields – the proportion of students offered a place who accept it – significantly, with Embry-Riddle Aeronautical University seeing an increase of 43%.

Having noted that some students continued to use the app when at university, TargetX is adding features such as the ability to search for study groups.
Patient communication

Healthcare similarly uses its industry-specific equivalents of CRM to improve communication with patients.

OSF HealthCare, an 11-hospital provider in Illinois and Michigan, uses US supplier HealthLoop’s software to link patients preparing for and recovering from spinal, hip and knee surgery to its team of virtual health coaches, each of which handles around 100 patients.

“This gives us much better and more consistent communication with the patient,” says Matthew Warrens, OSF’s vice-president of innovation partnerships.

“We’re communicating more often with the patient, which makes me realise that patients probably had these needs or questions before and just weren’t given an outlet to address them.” The fact they now are doing this means they are providing better care and that patients should see better outcomes, he adds.

Most queries from patients involve non-clinical questions such as what time they need to arrive and where to park, and the fact that these are handled by specialist staff has meant clinicians generally welcome its introduction.

“We’re not adding anything to your workload,” says Warrens. “Secondly, we’re going to engage your patients better. No surgeon is going to say, ‘No, I don’t want that’.”

Three-quarters of those patients offered the system are using it, although Warrens adds that they are not obliged to do so. “We’re not turning off the other ways you engage with us, [such as] phone calls,” he says.

HealthLoop sees itself as patient engagement platform, rather than a partner relationship management (PRM) or CRM. Chief executive Todd Johnson says most of its customers find that patients often ask basic logistical questions, and as a result recommends that they use non-clinical staff to provide responses.

There are financial and clinical reasons for providing better support to patients, Johnson says. Through automatically sending questions to patients after procedures, HealthLoop can spot those who are suffering adverse effects earlier, allowing them to be treated for this quicker – which, as well as being better for patients, is usually cheaper for the provider.

“Instead of bringing the patient into the emergency room, we can bring them into the clinic,” says Johnson. By offering patients a secure text messaging channel, HealthLoop can also reduce the number of phone calls they make, again saving money.

Jellyfish Health, another US supplier, also focuses on specific episodes of care, in particular handling appointments and managing waiting times. As well as offering reminders, directions and other instructions, it also allows patients to check in remotely for an appointment, and uses an algorithm to estimate how long they will wait when they get there.

“We use that data in a communication mechanism to be able to push information to the patient, just like you’re tracking a package,” says chief executive Dave Dyell, adding that this helps patients to plan whether they can pick up children from school or attend a meeting afterwards.

“Telling that patient what’s happening and bringing them into the process gives them a better insight into what’s going on,” he says.

This has benefits for providers, such as fewer missed appointments, as patients who know how long they will wait are less likely to give up.

Managing patient health

HealthLoop focuses on users of Epic’s electronic patient record (EPR) software, while Jellyfish Health integrates with providers including Epic and Cerner.

David Harse, Cerner vice-president and general manager for consumer and patient engagement, says the company works with third-party companies on integrating what they supply in this area.

Harse says patient engagement work is particularly common in the US, where providers have to put effort into acquiring and retaining patients in a way that is less common in other countries.

According to Harse, the aim once you form a relationship is to “get [patients] to participate in care management or coaching, in a protocol that the care team is establishing”. This means patients play a part in designing their own long-term care, and the care evolves “around the patient being a member of that care team”.

Justin Whatling, Cerner’s vice-president of population health, adds that engagement with patients can work in a different way when a provider is responsible for the health of everyone in an area, such as NHS organisations.

“That drives quite different questions around patient and citizen engagement. You’re trying to find the unmet need that’s out there and deal with it, rather than just optimise the people that are being managed in your list,” he says.

First published by ComputerWeekly.com, 20 July 2017