Frontline Observation App

Know the gaps. Coach the moment.

Observe your team in action, coach on the spot, and confidently turn skill gaps into measurable progress to drive performance.

5
More upselling
9
Customer satisfaction increase
0
Leap in performance

What are observations?

Use these three simple steps to find the training needs and skill gaps impacting frontline performance.

Observe

Typically, a team leader observes the behaviours of your teams, maps them against your ideal journeys as a checklist, collates the results, and sees the shortcomings.

Coach

After observing a behaviour, the team leader can take corrective actions, coach improvements, and, of course, recognise the successful areas.

Uncover

Take all the observations, collate them, and analyse them.

What’s left? The real learning needs at the frontline, not the guesses in head office.

Observing against your ideal journeys

Simply build out the templates of your ideal journeys, whether it’s a retail store sales observation, a new starter learning how to use their tools, or a front of house guest service member interacting with customers.

Their team leader observes against this journey, building up a scored report and scorecard of the areas to celebrate, the areas to coach, and the actions to improve.

Build skills in real-time

Observations aren’t about scoring 100% every time, but having the coaching and frameworks in place to train and educate staff when gaps do appear.

With Ocasta’s observation app, you can set tasks “in the moment” during each observation to ensure you meet customer expectations, coach missed techniques, and train staff.

Coaching is no longer dependent on each manager; it’s consistent across your frontline.

Spot strengths. Fix what’s missing.

Observations shouldn’t just track what’s wrong — they should highlight what’s working, too. Ocasta shows you both, with a real-time view of the moments that help or hurt performance.

Every observation is scored, making it easy to spot patterns, flag gaps in training or knowledge, and take action.

Drill down to the specific sites, teams or individuals that need coaching or support, and turn data into better performance.

“I use Ocasta to get a snapshot of what’s happening across all our UK stores. It tells me what we need to work on, and what we need to celebrate.

And that’s where I lean into education for the new month.”

— Steph Howe, Retail Learning & Development, Victoria’s Secret

A training need today becomes tomorrow’s improvement

Identify patterns, not just one-offs
Review results centrally to spot themes across sites, teams or regions. Whether it’s missing upsells or low product knowledge, Ocasta gives head office a birds-eye view of where to focus next.

Close the gap between L&D and operations
With real-time data, L&D teams can shape training content around actual field needs — and measure whether coaching and learning are sticking.

Reinforce with learning, close the loop

Turn insight into action with knowledge and microlearning
Pair your coaching insights with Ocasta’s optional knowledge and microlearning hub — or link to your existing LMS. Create fast, focused content to tackle skill gaps as soon as they’re spotted.

Our learning and knowledge hub is available as an optional add-on, so you only pay for what you need.

Every conversationvisitoractivitytask becomes a moment
that drives knowledge, action, and performance.

Book your demo today