Analysis: Southwest Airlines’ ‘Flightmare’ Foreseen, but Company Bosses Ignored Staff Warnings

Analysis: Southwest Airlines’ ‘Flightmare’ Foreseen, but Company Bosses Ignored Staff Warnings
Stranded travellers search for their luggage at the Southwest Airlines baggage claim at Midway Airport, in Chicago, Illinois, on Dec. 27, 2022. (Jim Vondruska/Getty Images)
Janice Hisle
1/17/2023
Updated:
1/17/2023
0:00

Southwest Airlines is accustomed to soaring above its competitors.

For many of its 51 years in operation, the Dallas-based airline has earned superior ratings for customer satisfaction, on-time flights, and accurate baggage handling—all delivered with a fun-loving attitude.

The “maverick” airline clawed its way to the top, becoming the nation’s largest domestic carrier in 2003.

But suddenly, Southwest is standing out in unenviable ways.

A traveler looks at an information board showing flight cancellations and delays at Reagan National airport during a winter storm ahead of the Christmas holiday in Arlington, Va., on Dec. 23, 2022. (Mandel Ngan/AFP via Getty Images)
A traveler looks at an information board showing flight cancellations and delays at Reagan National airport during a winter storm ahead of the Christmas holiday in Arlington, Va., on Dec. 23, 2022. (Mandel Ngan/AFP via Getty Images)

A powerful winter storm began sweeping the nation on Dec. 21. It knocked all airlines off-kilter for a few days. But Southwest alone suffered a staggering blow. It hobbled for a week.

Plane & Pilot magazine called Southwest’s meltdown “the single biggest disruption in the history of American air travel,” except for a two-day full-stop after the 2001 terrorist attacks.

During the last 10 days of 2022, Southwest canceled more than 16,700 flights, about 37 percent of its schedule. Residual troubles continued into early January, with abnormally high numbers of delayed flights.

By all accounts, outdated computer systems and processes played a significant role in the December debacle. But there’s much more to the story.

Hidden Underlying Factors

Employees paint a picture of a company that lost its mojo by forsaking many principles that made it great.

Some spoke publicly in online posts; others granted interviews to The Epoch Times on condition of anonymity, fearing professional repercussions.

They say Southwest’s employee-empowering atmosphere suffocated under the weight of a bloated, insular corporate structure. Higher-ups dismissed or discounted employees’ concerns—an underlying cause of the meltdown.

Some workers worry that the fallout could be long-lasting, possibly threatening Southwest’s existence.

Bob Jordan, CEO of Southwest Airlines, speaks about efforts to assist customers following a widespread service disruption, in a photo posted on Jan. 5, 2023. (Southwest Airlines)
Bob Jordan, CEO of Southwest Airlines, speaks about efforts to assist customers following a widespread service disruption, in a photo posted on Jan. 5, 2023. (Southwest Airlines)

Southwest, asked to respond to workers’ criticisms, stated that the company had “nothing to offer” besides statements on its website.

On Jan. 17, the airline posted an update from CEO Bob Jordan, telling customers about the airline’s efforts to make sure no future meltdowns occur.

“Emerging from some of the most challenging days in our company’s history, we are highly focused on our customers, our recovery, and our plan going forward,” he wrote, adding that the company had restored its reliable performance.

The company has taken some immediate steps to shore up its operations and to make longer-term improvements, Jordan said.

Southwest declined to comment on a report, “Dissecting The Flightmare.” That analysis was compiled by the Southwest Airlines Pilots Association (SWAPA), which represents about 10,000 pilots.
It tells how an internal chain reaction culminated in massive operational failures. Employee interviews and online records reveal the context.

‘Flightmare’ Was Foretold

SWAPA’s president, Capt. Casey Murray, foretold the holiday meltdown several weeks before it happened.

“I fear that we are one thunderstorm, one ATC [air traffic controller] event, one router brownout from a complete meltdown,” Murray said in early November 2022, according to a SWAPA post. “Whether that’s Thanksgiving, or Christmas, or New Year’s, that’s the precarious situation we’re in.”

He made that prediction after seeing systems failures dating to at least 2014. That’s when “The Midway Meltdown” struck at Chicago’s Midway Airport.

That year, 16 Southwest planes sat parked, with passengers aboard, for hours on Jan. 2–3. News reports said the airline blamed bitterly cold temperatures and aircraft de-icing problems.

Members of Southwest Airlines Pilots Association (SWAPA) protest the company's investment decisions while their labor contract remained unsettled outside the New York Stock Exchange on Dec. 7, 2022. (SWAPA)
Members of Southwest Airlines Pilots Association (SWAPA) protest the company's investment decisions while their labor contract remained unsettled outside the New York Stock Exchange on Dec. 7, 2022. (SWAPA)

Afterward, flight crew scheduling processes remained bogged down for days. According to an internal memo dated Jan. 6, 2014, schedulers’ phone lines had been overloaded despite being “fully manned.”

Lengthy discussions followed The Midway Meltdown, enough to fill reams of paper.

“You could take everything that was said, and you could put it over the other meltdowns leading up to the Christmas Flightmare of 2022. And it’s the exact same statements,” Murray said in a Jan. 9 video. “And there has been little action but lots of words.”

For years, he said, the company has neglected four areas: people, processes, infrastructure, and information technology.

In a post-meltdown statement, Southwest said its top executives had already targeted those areas for investment.

Ex-CEO Blamed

Just two years after The Midway Meltdown, another notable technology failure hit.

A burned-out computer router touched off 2,300 flight cancellations and 8,000 delays. After that five-day disruption in the summer of 2016, two labor unions called for Gary Kelly, then CEO, to be fired.

Kelly had been at the helm for a dozen years at that time.

Union leaders claimed that Kelly, an accountant and former CFO, obsessed over profits at the exclusion of almost everything else. The company’s computer system was held together with piecemeal repairs when it needed a full-scale overhaul, SWAPA said.

After a series of systems flare-ups, the company moved on without addressing the root causes, pilots said.

A 35-year Southwest pilot, Larry Lonero, describes that pattern in a recent Facebook post entitled, “What happened to Southwest Airlines?”

It has been shared more than 104,000 times since Lonero posted it on Dec. 28.

He and other pilots lay much of the blame for the meltdown at Kelly’s feet.

Then-Southwest Airlines CEO Gary Kelly speaks during an event on Sept. 28, 2015, (Cliff Owen/AP)
Then-Southwest Airlines CEO Gary Kelly speaks during an event on Sept. 28, 2015, (Cliff Owen/AP)

Kelly was a friend of the airline’s co-founder, Herb Kelleher, a company video says, casting him as an acolyte.

But Lonero and others say Kelly’s number-cruncher style contrasted with Kelleher’s folksy, in-the-trenches approach.

Kelleher was CEO from 1981-2001. His successor, Jim Parker, served only three years, followed by Kelly in 2004.

Kelly, who stepped aside last year but remains chairman, spent little time with frontline employees, Lonero and others say; Kelly’s lieutenants followed suit.

“They all disengaged the operation, disengaged the employees and focused more on Return on Investment, stock buybacks and Wall Street,” Lonero wrote.

That approach worked for the first eight years of Kelly’s tenure, Lonero wrote, “because we were still riding the strong wave that Herb had built.”

Workers’ pleas for computer upgrades “turned to dire warnings,” Lonero said. Those were ignored, he said. The company’s attitude seemed to be: Stock prices were up, “so what could be wrong?”

Pandemic Masked Issues

The COVID-19 pandemic of 2020-21 badly hurt all airlines. It also delayed the inevitable meltdown at Southwest, according to Lonero.

Because all U.S. airline traffic slowed to a crawl, “this helped conceal the serious problems in technology, infrastructure, and staffing that were occurring and being ignored” at Southwest, he wrote.

A Southwest tribute video credits Kelly for his part in upholding “a streak of 47 consecutive years of profitability, a record unmatched in commercial aviation,” until the pandemic hit.

And, despite COVID, Kelly was proud that “Southwest never laid off a single employee in 50 years,” the video says.

Southwest Airlines Chairman Herb Kelleher at Philadelphia International Airport May 10, 2004. (William Thomas Cain/Getty Images)
Southwest Airlines Chairman Herb Kelleher at Philadelphia International Airport May 10, 2004. (William Thomas Cain/Getty Images)

However, some workers still resent Kelly for notifying 7,000 employees that they could be laid off in December 2020. The pandemic was raging then. The airline industry was hemorrhaging money as it flew near-empty airplanes.

But workers believe the company had enough government help to avoid layoffs. Southwest received $7.2 billion in federal subsidies and contracts since 2020, openthebooks.com reported.

Employees wonder where that money went. They also viewed the layoff announcement as “another nail in the culture coffin,” as one interviewed pilot put it because that went against Kelleher’s “employees first” principle.

Another COVID issue that wounded employees’ morale was the company’s announcement that it would enforce the government’s vaccine mandates in late 2021.

Leaders said the government forced that upon the company, but employees say Kelleher would have told the government: “go pound sand.”

Ultimately, the company granted religious exemptions to many workers. Employees doubt anyone was fired over the jab mandate. Still, a pilot said that by going along with the vaccine requirement, the company “violated the special trust and confidence” that workers placed in Southwest.

Adding to employee frustrations: labor contracts representing about 40,000 of the airline’s 66,000 workers remained unsettled long after their “amendable” dates, SWAPA said.

Although the company recently reached agreements with three other unions, SWAPA is moving toward a strike-authorization vote.
Because of this recent history, employee morale has tanked so badly, “nobody wants to bend over backward for this company any more,” a flight attendant said. “But some of us still will do it for our customers.”

Lack of Investment Denied

As the pandemic waned and air travel ramped up again in 2021-22, “the lack of attention to the operation was waiting to show its ugly head” at Southwest, Lonero wrote.
In June 2021, a pair of technology problems touched off thousands of Southwest flight delays. A week later, the company announced that Kelly would step aside as CEO. At that time, his successor-to-be, Bob Jordan, told The Associated Press that the airline’s tech troubles “were not because of a lack of investment.”

That October, another operational meltdown hit. The public widely assumed it happened because pilots and others were staying home to protest against the mandated COVID shots.

But Murray, the SWAPA president, declared there were “no work slowdowns or sickouts.” Instead, the airline’s computer system was ailing again, he said.

Capt. Casey Murray, president of the Southwest Airlines Pilots Association (SWAPA) in a photo provided in January 2023. (SWAPA.org)
Capt. Casey Murray, president of the Southwest Airlines Pilots Association (SWAPA) in a photo provided in January 2023. (SWAPA.org)

“A minor temporary event for other carriers devastated Southwest Airlines,” Murray wrote in a statement on Oct. 10, 2021, “because our operation has become brittle and subject to massive failures under the slightest pressure.”

He said disruptions had been “unending” since early June 2021 because of “widespread IT failures.”

“Our pilots are tired and frustrated because our operation is running on empty due to a lack of support from the company,” Murray said.

He demanded “accountability for those responsible for this months-long debacle.” He said immediate actions were needed to protect the airline, its employees, and its customers.

Months later, in early 2022, Jordan became CEO.

Aware that Jordan started with the company in information technology, Murray and many others were hopeful that the new CEO would make the necessary IT upgrades.

But correcting “two decades of neglect” would take time, Lonero wrote. It ran out.

As Lonero wrote on Facebook: “Unfortunately, to our horror, our house of cards came tumbling down.”

Conditions Lined Up

In late December 2022, a “cyclone bomb” set off a cascade of failures inside Southwest, the SWAPA report says, explaining how this single bad winter storm buckled the company’s vintage 1990s crew-scheduling system.

Bitter cold, blizzard conditions, and power outages swept much of the United States.

Still, pilots such as Lonero believe that if Southwest’s internal systems had been up to snuff, the weather-related disruptions would have been limited to a day or so.

Southwest executives also planned poorly for the weather event, union leaders claim.

“When you’re dealing with sub-zero temperatures, driving winds, and ice storms, you can’t expect to schedule planes as if every day is a sunny day with moderate temperatures and a gentle breeze,” Randy Barnes, president of the union representing 17,000 ground crew workers, said in a statement.

In advance of the storm, Southwest management pre-canceled flights at only one airport, Denver, SWAPA said.

Barnes thinks Southwest should have considered curtailing “the entire schedule.” Weather forecasts predicted inhospitable conditions for many critical cities in Southwest’s network.

SWAPA was asked to meet just once with managers about the storm, on Dec. 20.

“We were reassured that they were ahead of the weather event and would have enough time to process cancellations,” SWAPA’s report says.

The Turning Point

When the storm hit Denver on Dec. 21, conditions turned out worse than expected.

“A freezing whiteout” whipped through. Winds gusted up to 37 mph. Visibility dropped to a quarter mile. Temperatures dipped to minus 8 degrees Fahrenheit.

Under those conditions, flights were “significantly delayed getting in and out,” which caused “a back-breaking strain on Ground Operations,” SWAPA said. One pilot questioned whether the company has enough “good” de-icing trucks.

Travelers search for their suitcases in a baggage holding area for Southwest Airlines at Denver International Airport in Denver, Colo., on Dec. 28, 2022. (Michael Ciaglo/Getty Images)
Travelers search for their suitcases in a baggage holding area for Southwest Airlines at Denver International Airport in Denver, Colo., on Dec. 28, 2022. (Michael Ciaglo/Getty Images)

Because of the delays, flight attendants and pilots were disqualified from working past federally set time limits. That led to more cancellations.

Meanwhile, Denver ground crews were told they would be fired if they refused to work overtime or called off sick without presenting a doctor’s note.

Chris Johnson, a vice president of ground operations, sent this “state of operational emergency” declaration to tamp down absenteeism.

But such an order violates employees’ contractual rights and places unreasonable demands on workers, Barnes said.

In a union podcast, Barnes said there is no truth to rumors that Johnson’s memo angered grounds crews into walking off the job. Still, employees say that memo exemplifies tensions that simmer internally while Southwest projects an image of “the LUV airline” with a heart-shaped logo.

Ground crew members include ramp agents, who do hard physical labor. With hourly pay starting at $20-$30, these “rampers” are responsible for tasks such as loading and unloading luggage and cargo in all types of weather.

When blistering heat or frigid weather strikes, outdoor workers cannot move as fast as an “efficiency expert” says they should, according to an ex-ramper. He said that, even though the experts “have never done our jobs,” the company seems to rely upon their word as gospel.

Schedules need to allow time for employees to take breaks and “cycle in and out” during extreme weather, Barnes said. “The airline needs to do more to protect its ground crews,” he said, pointing out that some workers suffered frostbite during the meltdown.

The ex-employee said that management understood these realities of the job in years past. But “they just don’t go to frontline workers anymore to try to solve problems,” the former ramper said. “It’s just changed ... all they do is think about numbers, numbers, numbers.”

Implosion Begins

On Dec. 22, waves of flights were canceled just before their scheduled departure times—or afterward. “The network was struggling to recover from the events of the night before,” the SWAPA report says.

Each delay or cancellation is processed through the company’s dispatch center, where a worker inputs flight changes into “The Baker.” That system is supposed to “optimize” changes to aircraft and passenger routings, SWAPA said.

New flight details from The Baker are forwarded to a crew-scheduling department. Workers use a computerized system to assign pilots and flight attendants to aircraft. SWAPA’s report refers to this system as “SkySolver.”

SkySolver cannot handle more than 200-300 cancellations at once, SWAPA said. During the meltdown, the system was overloaded repeatedly. At times, cancellations reached 500-600 per hour, SWAPA’s data shows.

Amid escalating pressures, The Baker and SkySolver “ate” each other on Dec. 23, SWAPA said. The Baker’s aircraft-and-passenger assignments do not integrate with SkySolver’s crew availability. Thus, SWAPA said, “you end up with a recovery plan that looks pretty but is doomed.”

Phone Lines Jammed

Schedulers had to put together rescheduling solutions manually.

Chaos erupted. The airline lost track of its pilots and flight attendants. Some employees describe making valiant efforts to cobble together enough crew members to staff flights. As holiday travelers pleaded, these workers hoped to prevent the trips from canceling.

But their efforts were thwarted, even at airports where the weather was not causing problems.

That’s because crew schedulers’ phone lines were jammed, just as they had been at The Midway Meltdown in 2014—except worse.

Employees’ phone calls to schedulers waited on hold for many hours, sometimes into the double digits. Some crew members who called the company’s headquarters were told that no one could help.

Some flight attendants, afraid they would be “written up” if they left after their flights were canceled, remained overnight at airports.

An off-duty flight attendant said she was willing to report for work during the meltdown. But she discovered that things were such a mess, “I couldn’t have helped even if I wanted to.”

She said that a canceled flight stranded a co-worker in Sacramento, California. But that employee got a call the next day from a scheduler who said: “We need you at the gate in Philadelphia ... you’re supposed to be in Philadelphia.”

Jordan, in the update posted on Jan. 17, said steps had been taken to prevent a recurrence of such situations. He said the company has established “supplemental operational staffing,” worked on “enhancing our crew engagement technology” and updated its “crew recovery system.”

Getting Back On Track

During the meltdown, about 1,000 pilots endured duty days longer than 15 hours, SWAPA said, “with many put on continuous duty overnight awaiting a schedule change.”

Pilots began reporting that they received “wildly inaccurate” information about personnel assignments, resulting in “needless confusion and delay” as pilots tried to reconcile their crew lists.

The airline resorted to flying more than 500 trips with no passengers, just crew, SWAPA said. This was done to ferry pilots and flight attendants to other destinations and “re-align” them with aircraft. Sadly, stranded passengers watched these empty flights depart while their own flights were canceled, SWAPA said.

On Dec. 26, Southwest slashed its schedule by more than half “to get crew back on track.”

That day, the airline publicly admitted fault in a statement on its website: “We recognize falling short and sincerely apologize.”

Previous company statements focused on the weather and said Southwest was “uniquely affected” because of its “size and structure.” The airline is the nation’s largest domestic carrier.

Some employees suggested that “structure” refers to Southwest’s flights running from “point-to-point” rather than out of hubs.

In theory, this configuration could make the airline more vulnerable to cascading disruptions, some say. Yet, in reality, Southwest does rely on hub-like centers, aviation expert Michael Boyd points out on LinkedIn.
He cited data showing large percentages of Southwest connecting flights in places such as Houston, Denver, and Chicago. Boyd concedes that, at some of Southwest’s airports, its traffic is mainly point-to-point. “But without the revenue flows generated at their hubs ... Southwest would not be in business.”

What Happens Next?

By Dec. 30, Southwest had worked its way back to near-normal numbers of flights while still struggling with cancellations and massive numbers of customer requests for refunds, rebookings, and mishandled luggage retrieval.
Since then, the post-mortems have begun, aside from SWAPA’s Jan. 6 report. Southwest has enlisted outside help.

Airline systems have “so many moving parts, they’re like an intricate clock,” a pilot said. Keeping track of all the aircraft, gates, bags, customers, employees, and equipment presents a monumental challenge.

But instead of having a finely tuned system to do so, Southwest has operated under “a tech deficit,” pilots and others say.

They say similar issues could be smoldering at other airlines and the agency overseeing them, Federal Aviation Administration.

Case in point: An FAA computer issue forced the grounding of all U.S. airlines for several hours on Jan. 11.

As Southwest tries to move forward, it is suffering greatly. Meltdown losses could reach $825 million. Millions of people are mad over ruined holiday plans. But customers have been known to flock back to businesses despite vows to “never” patronize them again. Brand loyalty can endure while memories fade.

Still, employees fear that, if no one is held accountable for the meltdown, Southwest’s customer base and talent pool will dry up, sending the airline into a deeper nosedive.

A Southwest Airlines airplane comes in for a landing at Los Angeles International Airport in Los Angeles, on May 12, 2020. (Frederic J. Brown/AFP via Getty Images)
A Southwest Airlines airplane comes in for a landing at Los Angeles International Airport in Los Angeles, on May 12, 2020. (Frederic J. Brown/AFP via Getty Images)

Workers say that Southwest must repair its reputational damage to attract “the best and the brightest” to work on its technology, fly its planes, and interact with its customers.

But knives are out. A pair of federal investigations and two separate lawsuits from shareholders and customers could pry loose more underlying deficiencies, employees fear.

From their viewpoint, the meltdown was primarily a product of the company’s skewed priorities, including focusing on stock prices while ignoring workers’ concerns about IT and other issues.

But, they say, all of that is intertwined with the company’s hot pursuit of high scores for ESG: “environmental, social and governance.”

That complex rating system can influence how investors, lenders, and government agencies deal with a company. It’s like a complicated version of the individual credit scores that affect consumers.

ESG engenders “woke policies” such as punishing employees for using the wrong pronoun when talking about a transgender person, one pilot said. Such priorities distract from the airline’s mission: “Get people and their bags from one place to another, safely, and have some fun along the way.”

And that, the pilot said, is where the airline needs to direct its focus.

He thinks Southwest will survive only if meaningful changes are made. For him, that includes unleashing its core group of employees, imbued with Kelleher-ian “Warrior Spirit,” to help Southwest soar once again.

The Associated Press contributed to this story.
Janice Hisle reports on former President Donald Trump's campaign for the 2024 general election ballot and related issues. Before joining The Epoch Times, she worked for more than two decades as a reporter for newspapers in Ohio and authored several books. She is a graduate of Kent State University's journalism program. You can reach Janice at: [email protected]
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