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A Step-by-Step Guide to Creating the Digital Employee Experience (DEX) Strategy for Your Organization

November 13. 2022
AIOps-based Analytics platforms

Digital transformation is a technological advancement that is occurring across industries. Most companies are utilizing AIOps (Artificial Intelligence for IT operations) and other solutions to shift from traditional systems. This means that employees are also changing. To ensure that they can adapt easily, Digital Employee Experience (DEX) strategies are necessary.

Create a Digital Employee Experience (DEX) Strategy in 10 Steps

Here is a step-by-step guide that will help you create a DEX strategy for the benefit of your organization.

Step 1: Determine and Communicate Your Vision

The first step in creating a DEX strategy is determining the end goal. This cannot be an arbitrary decision but needs to be based on information collected and analyzed. This will help the strategy to be relevant to the employee’s needs. It is also important to communicate this vision to other people within the organization. Senior management, HR, and employees need to be aware of the strategy and the changes that it will introduce.

Step 2: Establish Personas to Understand Employee Journeys

DEX is specific to employee needs, and therefore, it is important to establish personas. These will help determine how the strategy should be implemented in each department and how it will impact the department. This process will help shape employee journeys as DEX continues to be improved.

Step 3: Introduce Processes for Managing Transformation

While there will be various digital transformation services and solutions in place, these are usually focused on system changes and not on employee functionality. Therefore, there must be a process for managing the transformations that are directly linked to the DEX strategies. These change or transformation management processes need to be consistent and must be suitable for technological solutions as well as other changes related to DEX.

Step 4: Encourage Interactions Between Cross-Functional Teams

DEX strategies are often dependent on employee information. Therefore, if you are creating a strategy for your organization, you need relevant and accurate information to make well-informed decisions. To get the most feedback and collect important information, it is best to encourage cross-functionality. This will ensure that there is data input from across departments and that every employee in the organization has a chance to provide feedback. It will allow the DEX strategy to take a more holistic approach and thus be that much more significant for employees as well as the organization.

Step 5: Research and Develop DEX Platforms

When establishing DEX platforms, it is necessary to incorporate specific tools that will have an immediate and valuable impact on employees. Therefore, thorough research is necessary. You should research employee engagement and participation to understand the requirements and what solutions will be most beneficial. The DEX strategy needs to be applied to the platform in such a way that it will benefit all employees and allow them to personalize the impact to get the best outcomes.

Step 6: Determine the Metrics That Need to Be Analyzed

Analysis of information is crucial to all aspects of digital transformation, including DEX strategies. For IT infrastructure, organizations can leverage AIOps capabilities and utilize digital transformation solutions to ensure error-free processes. However, when it comes to employee productivity and adaptability, it is essential to have specific metrics that are monitored and analyzed constantly. These provide the necessary insights to ensure that the strategy is going to deliver the right results.

Step 7: Promote Internal Development Through Prioritization of Ideas

Prioritization of Ideas is critical to establishing a great DEX. This can be done through the centralization and formalization of employee ideas, thus encouraging more feedback and interactions. This would lead to an increase in efficiency and ensure organizational development.

Step 8: Establish a Task Force for Monitoring DEX

Once all aspects of the DEX strategy are ready, you need to appoint a task force for monitoring the said strategy. This task force will consist of members from across the organization and will focus on monitoring the implementation of the strategy and checking the DEX metrics.

Step 9: Encourage Collaboration and Engagement Across the Organization

For the DEX strategy to work, employees from different parts of the organization must be collaborating. Interactions with senior management are also important. This needs to be an ongoing process within the DEX strategy as it will help promote a better work culture and thus boost DEX.

Step 10: Analyze Key Performance Indicators to Ensure DEX Improvement

Key Performance Indicators or KPIs are operational metrics that help improve DEX. These can include employee performance levels, task completion times, problem resolution, downtime, and more. These need to be constantly analyzed to understand if the DEX strategy is working and what improvements could be made.

Challenges in Creating DEX Strategies

While DEX is necessary, some challenges need to be overcome to implement the strategy.

  • Digital transformation can seem daunting to many employees. If there is a disconnect between the employees and the digital solutions used, it may be difficult to implement the DEX strategy.
  • Some employees may not be sure about what DEX means. They may have questions about the analysis of employee information. It is important to assure them of what DEX is and how it benefits them. It may also be useful to provide them with some insight into the cybersecurity and compliance services of the organization, especially if they have questions about data analysis and security.
  • There is a cost involved in the digital transformation and implementation of DEX. However, the DEX strategy is an investigation that will provide great outcomes in the long run.


DEX strategies for your company can be supplemented with IT automation with AI and other AIOps solutions that will help in digital transformation and make employees more efficient. When creating the strategy, remember to ensure that it benefits every employee, and has a favorable impact on the productivity and profitability of the organization.

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