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Build a Digital Workspace Strategy

Ensure people spend less time searching, more time getting work done while working remotely.

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  • Andrew Kratz, President, Social Edge Consulting
  • Kieran Kelly, Managing Director, Sei Mani
  • Toni Portmann, Co-Founder & CEO, Walkabout Workplace
  • Robert Oh, Executive Vice President, Digital Transformation, Doosan Group
  • Dwayne Weppler, Manager, Corporate Communications, Igloo Software
  • Nathan Mote, Senior Product Marketing Manager, Citrix
  • Danelle Peddell, Director, Project Management Office, EMCO
  • Michael Corso, Manager, IT Operations, Edelman Financial Engines
  • Shubnum Nazeer, IT Strategy & GRC, Transnet Freight Rail
  • Brandt Melick, IT Director, City of Springfield, Oregon
  • Daniel Haigh, GIS Manager, City of Springfield, Oregon
  • 5 anonymous contributors
  • IT must figure out what a digital workspace is, why they’re building one, and what type they want.
  • Remote work creates challenges that cannot be solved by technology alone.
  • Focusing solely on technology risks building something the business doesn’t want or can’t use.

Our Advice

Critical Insight

Building a smaller digital workspace doesn’t mean that the workspace will have a smaller impact on the business.

Impact and Result

  • Partner with the business to create a team of digital workspace champions.
  • Empower employees with a tool that makes remote work easier.

Research & Tools

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should partner with the business for building a digital workspace, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

1. Identify the digital workspace you want to build

Create a list of benefits that the organization will find compelling and build a cross-functional team to champion the workspace.

3. Identify initiatives and a high-level roadmap

Take an agile approach to building your digital workspace.

Guided Implementations

This guided implementation is a ten call advisory process.

Guided Implementation #1 - Identify the digital workspace you want to build

Call #1 - Scope requirements, objectives, and your specific challenges. Review how digital workspaces can change by IT role.
Call #2 - Identify and discuss in-scope benefits, metrics, and goals.
Call #3 - Review project leadership, project team, and operational roles

Guided Implementation #2 - Identify high-level requirements

Call #1 - Introduce value proposition activity. Identify service provider roles to analyze.
Call #2 - Review service provider value proposition diagrams. Identify business roles to analyze.
Call #3 - Discuss requirements for policies, people, and organizational processes.
Call #4 - Discuss requirements for information, technology, and service providers.

Guided Implementation #3 - Identify initiatives and a high-level roadmap

Call #1 - Introduce agile project management. Identify initiatives and phases to include on your roadmap.
Call #2 - Introduce scrum poker. Estimate the effort and complexity of project phases.
Call #3 - Finalize the executive presentation.

Onsite Workshop

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Book Your Workshop

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Identify the Digital Workspace You Want to Build

The Purpose

  • Ensure that the digital workspace addresses real problems the business is facing.

Key Benefits Achieved

  • Defined benefits that will address business problems
  • Identified strategic business partners




Identify the digital workspace’s direction.


Prioritize benefits and define a vision.

  • Vision statement
  • Mission statement
  • Guiding principles
  • Prioritized business benefits
  • Metrics and key performance indicators

Assemble a team of digital workspace champions.

  • Service Owner, Business Owner, and Project Sponsor role definitions
  • Project roles and responsibilities
  • Operational roles and responsibilities

Module 2: Identify Business Requirements

The Purpose

Drive requirements through a well-designed value proposition.

Key Benefits Achieved

Identified requirements that are based in employees’ needs




Design the value proposition.

  • Prioritized functionality requirements
  • Value proposition for three business roles
  • Value proposition for two service provider roles

Identify required policies.

  • Policy requirements

Identify required level of input from users and business units.

  • Interview and focus group plan

Document requirements for user experiences, processes, and services.

  • Business process requirements

Identify in-scope training and culture requirements.

  • Training and culture initiatives

Module 3: Identify IT and Service Provider Requirements

The Purpose

Ensure that technology is an enabler.

Key Benefits Achieved

Documented requirements for IT and service provider technology




Identify systems of record requirements.

  • Requirements for systems for record

Identify requirements for apps.

  • Prioritized list of apps

Identify information storage requirements.

  • Storage system requirements

Identify management and security integrations.

  • Data and security requirements

Identify requirements for internal and external partners.

  • Outsourcing requirements

Member Testimonials

Unlock Sample Research

After each Info-Tech experience, we ask our members to quantify the real time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this Blueprint, and what our clients have to say.




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