In my role as the Chief Product Officer at Envoy, I’ve had plenty of conversations with leaders grappling with the challenges of creating effective workplaces. A consistent theme emerges: they want to understand the ROI their workplace is delivering and how to optimize it for better results. For CFOs, this means knowing the immediate and long-term return on their workplace investments. CHROs need to understand how to achieve impactful workplace design that supports the business through a thriving and productive workforce.
Here’s the problem: companies either aren’t capturing workplace data or they don’t know how to use it. Without actionable insights, workplace leaders struggle to turn raw numbers into meaningful improvements, and the result is wasted real estate and missed ROI.
So, what’s the solution? It starts with understanding where your organization is on the workplace maturity model and using that clarity to guide decisions. Without knowing where you are, it’s nearly impossible to identify the right priorities or take steps that lead to real impact. Below, I’ll break down the key characteristics and challenges at each stage to help you identify your position and create a roadmap for meaningful progress.
Stage 1: Foundational
At this stage, the workplace is all about the essentials: functional setups that meet the organization’s immediate needs. The goal is to provide basic accommodations for employees while prioritizing cost savings. There’s little to no understanding of how design impacts engagement, collaboration, or performance at this stage, but it’s something for workplace leaders to aspire to.
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Moving on from this stage means going from quick fixes to a clear, long-term plan that uses data for consistent and lasting improvements.
Leaders should consider:
What’s your vision for the workplace? Shift the focus from simply meeting basic needs to creating a space that enhances performance, supports company culture, and drives engagement. Learn more about crafting a stronger workplace value proposition here.
Where can you build in flexibility? Look for ways to make spaces adaptable to changing work styles and future growth to ensure they remain valuable over time. For example, thoughtful design with modular furniture and movable partitions can allow you to reconfigure spaces for collaboration, focus work, or meetings as needed—without costly renovations.
How can you start using data effectively? Begin by understanding the workplace data and technologies you already have. Collaborate with HR, IT, and any other relevant teams to get a comprehensive view of what’s available and identify tools that serve similar purposes or overlap in functionality. Here’s an intro to workplace analytics to get you started.
Stage 2: Reactive
In this stage, you’re making changes to your workplace design, but only as issues arise or trends emerge. There’s no long-term vision yet, just a series of quick fixes to address immediate needs.
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Graduating from the Reactive stage requires moving from a cycle of quick fixes to a cohesive strategy that anticipates needs and leverages data for sustainable, long-term improvements.
Leaders should consider:
How can you align space changes with long-term goals? Ensure that workplace adjustments are tied to a larger strategy, such as creating multi-purpose spaces that accommodate hybrid work models and foster both collaboration and focused work. This will look different for every organization.
How can you avoid reactive decision-making? Build a structured rhythm for reviewing workplace data and employee feedback—quarterly or biannually, for example. Regular reviews will help you make proactive decisions that align with both employee satisfaction and business objectives. Here’s a look at some of the qualitative and quantitative data points to improve your space planning.
What tools can help you work smarter? Implement technology that goes beyond basic data collection. You’ll want tools that provide clear insights into how spaces are being used so you can make improvements. Read our “Workplace Design Guide to New Deployments” for an in–depth look at what to consider.
Stage 3: Strategic
Is your team starting to connect workplace design and data with your company’s bigger goals? If so, you might be in the Strategic stage. Here, decisions are driven by data and designed to align with business objectives while accommodating diverse work styles.
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Moving from this stage to the final stage requires strengthening your ability to continuously adapt and leverage data to drive smarter decisions. Focus on integrating technology and flexible design solutions that evolve with both your business goals and your workforce’s changing needs.
Leaders should consider:
How do we balance business goals with employee needs? Ensure that workplace decisions not only align with company objectives but also reflect a deep understanding of employee preferences and work styles.
What systems and tools will support integration? Invest in technology that seamlessly connects with existing infrastructure to support a unified, data-driven approach without adding complexity.
How can we empower our teams? Provide training and resources that enable teams to analyze and act on workplace data effectively, turning insights into meaningful actions.
Stage 4: Adaptive
At this stage, your workplace should feel like a competitive advantage. Your spaces are designed to be flexible and multi-purpose, supporting both business objectives and employee needs with precision and foresight. In this stage, you have access to systems and tools that provide actionable analytics to guide your decision-making.
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In the Adaptive stage, your workplace isn’t just a reflection of your company—it’s a driver of its success, with every decision tied to strategic and financial outcomes. In this stage, your organization has a cohesive suite of tools to manage the workplace. These tools not only collect data and surface valuable insights about your workplace, but also make your daily operations more efficient for employees, workplace admins, and visitors.
Leaders should consider:
How can we apply our successful practices to other locations? Identify key elements that drive success in your current spaces and create a scalable playbook for replicating these practices in other locations. Be sure to adapt to local needs and conditions.
How can we maintain agility in our workplace design? Ensure that your workplace strategy remains adaptable, using real-time data to respond quickly to evolving business needs and workforce demands.
How can we ensure our investments continue to deliver value? Regularly assess the impact of your workplace investments on both employee productivity and business outcomes, ensuring that each decision aligns with long-term strategic goals and provides measurable ROI.
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Where does your organization stand in the workplace design journey? Understanding your stage is key to transforming your workspace into a strategic advantage.
Ready to start diving into the data? Read our Workplace Analytics series to learn how to kickstart your journey to a more efficient and productive office.
Characteristics
- Basic, functional setups with little flexibility
- Minimal use of workplace data or technology to inform design decisions
Challenges
- Low employee satisfaction due to uninspiring or inadequate spaces
- Operational inefficiencies caused by poorly designed and static layouts
- Limited ability to adapt to evolving business needs or workforce demands
- Lack of data to identify inefficiencies or track employee satisfaction
- Absence of technology, making changes time-consuming and costly
Impact
- Inefficient use of space and resources
- Lower employee engagement and productivity
- Lack of incentives for employees to come onsite
Decision makers
- Facilities managers or workplace admins, typically at the mid-management level
- Senior leadership input is minimal, with decisions largely seen as operational rather than strategic
Tools
- Spreadsheets or manual tracking of workplace operations
- A patchwork of disconnected point solutions for employee badge access and other critical needs
Characteristics
- Small design tweaks driven by feedback or problems without a cohesive strategy
- Limited adoption of tools or technology to understand space utilization or employee needs
Challenges
- Quick fixes lead to inconsistency across spaces
- Frequent adjustments lack sustainability, resulting in repeated redesigns
- Missed opportunities to streamline with technology that could simplify and enhance decision-making
- Costs of reactive decision-making add up over time due to constant, incremental changes—a “death by a thousand cuts” scenario
Impact
- Inefficient workplace operations due to lack of data
- Wasted budget due to constant, incremental changes
Decision makers
- Department heads or directors are the primary decision-makers, acting on ad-hoc employee feedback or operational demands
- CFOs and CHROs are only tangentially involved, leaving workplace strategy disconnected from broader organizational goals
Tools
- Spreadsheets or manual tracking of workplace operations
- A patchwork of disconnected point solutions for employee badge access and other critical needs
Characteristics
- Design decisions backed by data and aligned with overarching business goals
- Workspaces that are adaptable to different work styles and needs
Challenges
- Striking a balance between company objectives and employee preferences
- Integrating new workplace tools with existing systems can be complex
- Analyzing and reporting on data from multiple sources can be time-consuming
- Ensuring teams are equipped to analyze and act on data effectively
Impact
- Onboarding employees to new tools and processes can take require time and effort upfront but leads to long-term gains in efficiency
- Workplace managers are able to start planning ahead and forecasting space needs
- Workspaces can be adapted as the organization’s needs change before major problems arise
Decision makers
- Cross-functional teams, including HR, Finance, and IT directors, take the lead, with senior leadership approvals from the CHRO and/or CFO
- This level of collaboration ensures workplace strategies are tied to business outcomes
Tools
- Workplace management tools to collect data on operational efficiency, occupancy (both employees and visitors), and space utilization
- Integrated software tools for visitor management, employee badge access, and other workplace operations
- Some separate point solutions may be used to solve for specific use cases
Characteristics
- Flexible, multi-purpose spaces that proactively align with business goals and employee needs
- Advanced technologies like real-time analytics and dynamic dashboards embedded in workplace strategy
- Continuous data collection and analysis to drive proactive design improvements
Challenges
- Maintaining flexibility and meeting objectives requires accurate, real-time data
- Securing executive buy-in for significant investments in technology and design
- Ongoing reassessment is needed to keep the workplace dynamic and effective
- Sustaining investments in technology and maintenance over time
Impact
- Streamlined experiences for employees, workplace admins, and visitors
- Workplace team has real-time access to data to inform decision-making
- Strategic planning allows for cost savings and efficient use of space and resources
Decision makers
- Senior executives, including the CFO and CHRO, work closely with workplace strategy teams, frequently reporting to C-suite or board-level stakeholders.
- This ensures alignment with the highest organizational priorities
Tools
- Centralized workplace analytics with clear insights into on operational efficiency, occupancy (both employees and visitors), and space utilization
- Integrated suite of software tools for visitor management, employee badge access, emergency notifications, and other workplace operations
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