What this guide helps you evaluate
commercial property and facilities teams evaluating building operations and workplace services where asset data, service dispatch and measurable operating performance affect lifecycle cost. This implementation checklist helps organize a decision about workplace occupancy analytics platform.
This page is designed to help you compare the moving parts, organize due diligence and ask better questions before you commit money, sign a contract or change an operating process.
Define the business outcome, decision owner, expected term and the evidence needed to validate sensor and reservation data coverage.
Normalize sensor and reservation data coverage, space utilization and planning analytics and privacy integrations licensing and rollout before comparing proposals or internal options.
Keep assumptions separate from verified facts and record the source, date and owner for material requirements.
What to compare first
- sensor and reservation data coverage
- space utilization and planning analytics
- privacy integrations licensing and rollout
- asset and property scope
- service levels and operating responsibility
- implementation evidence and lifecycle economics
Step-by-step process
- 01
Name the implementation owner, approver, operational owner and external dependencies.
- 02
Convert sensor and reservation data coverage, space utilization and planning analytics, privacy integrations licensing and rollout into testable deliverables with acceptance evidence.
- 03
Prepare building asset and vendor inventory, maintenance utility and occupancy history, site standards and integration requirements, provider proposal and implementation schedule plus required data, access, configuration, security review and training inputs.
- 04
Run acceptance checks, record exceptions and define rollback or remediation before go-live.
- 05
Complete handover with support contacts, operating procedures, renewal dates and retained evidence.
Common mistakes and risk checks
- buying technology without reliable asset data
- underestimating field adoption and integration
- failing to define service acceptance and escalation
- Treating a implementation checklist as a substitute for signed agreements, current official rules or qualified professional review.
Documents and evidence to collect
- building asset and vendor inventory
- maintenance utility and occupancy history
- site standards and integration requirements
- provider proposal and implementation schedule
Questions to ask before approval
- How is sensor and reservation data coverage defined, measured and evidenced?
- What changes if space utilization and planning analytics is higher or lower than the base case?
- Which fees, exclusions, implementation tasks or operating duties sit outside privacy integrations licensing and rollout?