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Build your business case!

This template is designed to help you present the business case for a technology investment or a significant reshaping of company policy as part of your hybrid workplace strategy.  ​

To gain internal buy-in and build champions in other departments focus on these key elements:

  • Detail the benefits to employees and departmental stakeholders
  • Quantify potential savings
  • Share case studies
  • Present a plan for change management

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Internal Alignment �& Buy-in

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  • Identify key stakeholders within various departments (Facilities, Real Estate, HR, IT, Finance)
  • For each department:
    • Find allies at both the contributor and leadership levels
    • Understand the goals of each department
    • Tailor how you frame the benefits of a workplace solution to the individual and their role
  • Develop an internal awareness plan early to gain buy-in and move the project forward seamlessly

Your Responsibilities

Understand & Communicate the Value of Digital Workplace Solutions

Cross-departmental collaboration is key to building your thriving digital workplace

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What Benefits Does a Digital Workplace Solution �Bring to Your Organization?

Bring the physical office into the digital realm with Cloud + IoT Solutions that create a connected, integrated workplace experience.

Ideal Workplace Experiences​

Exceptional, Healthy Workplaces ​

Right-Fit Real Estate Portfolios

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Key Objectives for Digital Solutions

Promote workplace utilization

Achieve cost savings with data, automation, and flexibility

Optimize the real estate portfolio

Improve the employee experience

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Benefits of Flexible, Hybrid Work

    • Better work life balance
    • More autonomy over work schedule
    • Reduced commuting time
    • Improved productivity
    • Improved engagement
    • Improved job satisfaction
    • More flexibility for relocations

Benefits to Employees

    • Real estate optimization and lease cost-savings​
    • Expanded talent pool without geographic limitations​
    • Recruiting differentiator as younger generations seek out flexible schedules and a rich digital experience​
    • Competitive differentiator as productivity increases boost overall organizational growth and performance​
    • Reduction in turnover as improved job satisfaction limits retention​

Benefits to Employers

Benefits of Hybrid Work + Digital Workplaces

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The importance of tailoring your message to different teams

Real Estate is the second highest cost to most organizations (surpassed only by payroll), representing an immense opportunity for organizations to save money on operations and obtain competitive advantage in the marketplace.��Workplace technology has vastly different value to each department. We are here to help you be prepared to engage any team in an informed discussion of how technology can dramatically shape your organizations overall growth strategies!

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How does the finance team benefit?

Reshaping Retention Strategy

It’s clear many employees appreciate the flexibility of WFH and the hybrid work environment. If organizations don’t maintain this strategy, it could negatively impact retention and cost the company irreplaceable dollars. According to The Society for Human Resource Management (SHRM), the cost to replace an employee can be upwards of six to nine months’ of their salary – which can be hundreds of thousands of dollars for more senior and mid-level employees. Having technology to manage the shift to a hybrid workplace model is critical to provide the best of in-office and at homework for employees, and getting a good handle on retention.��Reducing CostsCorporate real estate is the second largest cost of all organizations, after employee payroll. To manage the cost of real estate going forward, organizations need to convert their workplaces into primarily “we spaces” as many can – and even prefer to – use their home offices as their “me space.” Workplace technology can provide organizations with the real-time data about workplace utilization to help transform their space into this hybrid model, significantly decreasing their real estate footprint. ��Strategic Data-Driven DecisionsWhen leases come due, or when deciding if you need to secure additional real estate, you first need to look into how your current space is being utilized. Workplace technology provides real-time data and analytics about space utilization and will provide finance leaders with the information they need to truly understand how much real estate they really need. Never miss a beat about how your business operations are performing so you can transform the data collected into a strategic business advantage. ��Mitigating RiskOrganizations need to follow CDC recommended guidelines and add safety protocols to their workplace strategy to avoid hefty fines. Workplace technology enables finance leaders to make the most informed decisions available – from analyzing space utilization for better forecasting on supplies to visitor management and health attestation solutions that comply with regulatory standards.

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Key Resources for Finance

Key Resources for Finance

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How does the facilities team benefit?

Optimize Operational Processes

Workplace technology can help facilities teams ensure operations are performing at the optimum level by providing accurate, real-time data. Easily understand and visualize the space you have, where people sit, and departmental utilization over time. Pinpoint under-performing areas across the business and turn tough challenges into operational efficiencies such as reducing occupancy, move, and maintenance costs.Realize Cost SavingsWith technology-driven operations, not only will you have the data needed to make the best decisions to optimize the real estate portfolio, you will also be able to control costs by creating highly efficient facility processes enterprise-wide. Further, leaders with real-time workplace data can confidently make complex decisions about floor plan design and workplace experience. 

Minimize Disruption with Strong Change ManagementWhen you’re making decisions to drive the future success of your company, you need to be able to make changes with confidence. A workplace solution ensures everyone has the information they need to effect changes and helps you be prepared for any future, unplanned scenarios that come your way. ��Leverage Data to Drive Strategic ChangeTo future-proof your business and contribute to long-term success, you need real-time data and analytics to help guide your planning and decisions. Workplace solutions provide facilities teams with the information they need to drive strategic plans across the organization with objective occupancy data, visibility into facility performance, and a centralized location for all facility data.

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Key Resources for Facilities

Key Resources for Facilities

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How does the real estate team benefit?

360-Degree View into Your Real Estate Environment

Real Estate teams need to have a pulse on how to adjust and adapt the workplace environment for optimal productivity and employee engagement. Workplace technology proves you with data and insights to identify and measure trends across building operations to drive overall portfolio performance.��Right-Size your PortfolioOrganizations must rethink and reinvent their real estate strategy to remain relevant with the new hybrid model. This new reality could mean a reduction in real estate, but for others it could be an increase or redistribution to meet changing work patterns. A workplace solution gives you real-time visibility into your space usage, and in turn will provide you with the support you need to make data-driven decisions to right-size your portfolio with confidence.��Strategic Change ManagementNow more than ever we need to be prepared for the next unplanned scenario that comes our way. Workplace solutions provide real estate teams with the flexibility and data they need to empower them to make informed decisions and support the needs of their changing and agile workforce.��Maximize Real Estate Cost Savings A hybrid workplace model means fewer employees use real estate assets on a given day. What’s not clear is how much or what type of space you need. Workplace technology gives you objective, granular data on utilization and can be aggregated with other organizational data sources, leading to actionable insights and well-informed portfolio and business decisions.

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Key Resources for Real Estate

Key Resources for Real Estate

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How does the HR team benefit?

Attracting & Retaining Talent

Employees have voiced their desire to continue working from home. In order to recruit, retain, and engage the best possible workforce, companies will need to be able to support flexibility in terms of where and when work is performed. Workplace technology enables organizations to easily manage a hybrid workplace model and creates a rich digital experience for employees that contributes to their performance and overall satisfaction.��Creating Cultures that ThriveThe office sets the tone for company culture and is directly tied to employee experience. Creating an employee-centric workplace where employees can do their best work will increase productivity, reduce turnover, and enhance well-being. Providing employees with the tools they need to easily connect and collaborate with one another, regardless of location, will streamline workflows and create a digital culture that exists along the physical office. 

Increasing Productivity & Reducing Business ExpenseWorkplace solutions enable leaders to discover how employees engage with the workspace, so you can design employee experiences and office environments that are uniquely suited to your workforce. Workplace solutions maximize engagement and productivity supporting organizational growth, while simultaneously right-sizing the portfolio footprint, regulating energy consumption, and reducing resource inefficiencies.��Employee Engagement and ExperienceToday’s workforce is more mobile, flexible, and tech-savvy than ever before, and you need new tools to attract the best talent, drive performance, and control costs. Digital workplace solutions provide organizations with innovative solutions that deliver new levels of efficiency and productivity for your mobile, virtual, and traditional employees. 

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Key Resources for HR

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How does the IT team benefit?

Security & Privacy

Security is always a priority, but remote and hybrid work environments continue to introduce new challenges and complexities that most organizations have yet to reconcile. Partnering with an industry-leading technology vendor enables IT teams to deliver cloud and mobile solutions with ease and confidence.

Lower CostsSaaS infrastructure allows you to tap into the immense investments made by hosting companies in state-of-the-art hosting and security without any capital commitment or burden on your existing budget. This saves you dollars in server hardware, software, upgrades, and man-hours needed to run it all.�

Improved IT Efficiency

Most companies have limited IT resources already committed to providing services and expertise to multiple business units and supporting a variety of existing technologies. SaaS infrastructure removes the burden of upgrades and maintenance from IT teams. New releases are delivered automatically, and end users always have access to the latest version and the newest features.��Integrating Solutions Across the OrganizationA critical component of any software is the ability to communicate with other applications. Having multiple systems that can synchronize will streamline and automate your processes, resulting in lower costs, better decisions, and an improved user experience. Technology providers with open APIs give you the ability to tap into different data sources to solve unique business challenges.

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Key Resources for IT

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Quantify Potential Savings

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Quantify Potential Savings

Flexible Work

Move Management

Facility Maintenance

Lease Operations

Vacancy Reduction

Projected Annual Savings: $XX,XXX

Five Year Savings:

Ten Year Savings:

Lower Move Cost Savings: $XX,XXX

Fewer Moves Savings:

Total Value:

Total Maintenance Cost: $XX,XXX

Cost per SQ FT Reduction: X%

Total Savings:

Total Cost of Leased SQ FT: $XX,XXX

Savings through Improved Visibility: X%

Total Savings:

SQ FT Reduction:

Cost Per SQ FT: X%

Total Savings:

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Share Case Studies

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  • Rolled out an advanced desk booking solution globally including: 1175 conference rooms, 461 touch panels, 12,197 desks
  • Ability to support employees – no matter where they work on any given day

Customer Success

  • Visibility into available desks and rooms and ability to reserve space
  • Prioritize employee’s safety, health and positive experience when returning to the office
  • Support immediate needs, with flexibility to grow to meet new workplace needs

JLL

CHALLENGES

SOLUTIONS

BUSINESS RESULTS

Out of all the vendors considered, FM:Systems was the only provider that could support our immediate needs, with the added flexibility to grow and respond to new workplace needs going forward.”

- Brandon Briggs

Senior Vice President of �JLL Technologies

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This healthcare company chose FMS:Workplace for its capacity to manage Space, Assets, Move, and Strategic Planning allowing any employee across the organization to quickly have access to important data

Customer Success

  • How to proactively strategize, plan, adapt, when everything is in a constant state of motion?
  • Incorporating an Integrated Workplace Management Solution (IWMS) across nine regions

Healthcare Company

CHALLENGES

SOLUTIONS

BUSINESS RESULTS

"We estimate a cost savings of $10M in just one region, because we had easy access to real-time space occupancy data"

- Facilities Space Planner

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With the implementation of FMS:Workplace, BCBSMA was able to leverage space more strategically, communicate more efficiently, and plan to ensure they continue to meet and exceed corporate expectations

Customer Success

  • BCBSMA is continually challenged to stay one step ahead of an environment of constant change. They were faced trying to answer three main question.
  • Where is everybody? What is the best way to utilize our space? How can we align our environment with our core values?

Blue Cross Blue Shield of Massachusetts

CHALLENGES

SOLUTIONS

BUSINESS RESULTS

  • Relocation of 1,000 people from 3 large floors into 14 
  • Reduction in average workstation size
  • Reduced footprint of their HQ by 25% from 400,000 SF to 308,000 SF

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  • Starting with FM:Systems Occupancy Sensors, Cumbria Council was able to pinpoint the exact utilization of desks within their offices. 
  • Following the use of Sensors, the Council implemented and utilized FMS:Employee during COVID-19

Customer Success

  • The Economy and Environment department needed real time data to see how their space was actually being utilized 
  • Wanted to gain insight into what the consolidation of desks would affect their offices

Cumbria County Council

CHALLENGES

SOLUTIONS

BUSINESS RESULTS

“We now have level of detail that we didn't have before about how certain teams interact with a particular building. What we have found is that some teams are utilizing a building 65-75% of the time while other teams are only utilizing it 20-30% of the time"

- Allan Harty, Assistant Director,

Cumbria County Council

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Managing Change

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Develop Your Communication Strategy

Every organization has their own unique communication channels and strategies. When it comes to communicating a new scheduling solution or a transition to a hybrid workplace, there are a few key things to keep in mind. The following suggestions can be adapted according to the scope of your rollout and your target audience.

First Communication

Initial announcement of the roll-out, including benefits to employees. This communication should include:

Be sure to communicate that there is no action required at this time. This first communication is specifically intended to create awareness about the implementation and coming changes.

What the project is

Why it's happening

When it goes into effect

Benefits to the employees

Benefits to the company

Where it's happening

(if not the entire organization)

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  • Delivery of URLs
  • App downloads
  • Login instructions
  • Getting started instructions
  • Quick Reference Cards for different interfaces

Second Communication

This communication should reference the first: “in my last communication dated XX/YY, I introduced an exciting new space reservation solution that we are preparing to launch in the coming weeks.”

This communication should re-iterate key benefits and include a date for go-live. Include any relevant FAQs and instructions on who to contact with questions (managers, internal help desk, etc).

Third Communication

The third and final communication should be an upbeat announcement of the launch with all the necessary details for accessing the system.

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Thank you

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Get started on your hybrid workplace strategy today