10 mins read
Published: Nov 24, 2022 Last updated: Feb 6, 2023
Table of Contents:
The hybrid work model generates a lot of buzz in the corporate world, and rightfully so. However, to experience all the benefits of hybrid working, you’ll have to closely monitor key performance indicators. This is essential for finding “weak spots” and giving your hybrid team the foundation it needs to grow in this still-shifting, post-pandemic landscape.
For many in leadership positions, adapting to remote work comes with a bit of a learning curve. You’ll need to adopt new, broader frameworks with the help of insights gained from setting hybrid work KPIs.
Without the hard data to measure productivity, the efficiency of your growth strategy will suffer.
So, where to begin?
While measuring employee productivity in hybrid work models requires some “out of the box” thinking – it’s not inherently complicated. Even making seemingly simple shifts in the type of data that you monitor can go a long way in helping you discern what systems work best for your employees and, in turn, promote the strengthening of your business.
Below we discuss some of the information that all companies converting to a hybrid work model should take into consideration.
How KPIs Help To Measure Team And Company Success
A wise man called Peter Drucker once said:
You can’t improve what you don’t measure.
And you can’t measure what you don’t understand. Setting KPIs allows executives to do just that, providing necessary insights into team performance that may otherwise get missed. It’s the act of taking the time to determine what the appropriate performance indicators are that takes “success” from something subjective to something tangible and measurable.
How KPIs help depends on the area being addressed. For example, when working to develop content marketing strategies for a business, the indicators of success will be entirely different than when attempting to monitor employee engagement.
It’s all about finding and narrowing down the right information. While HR might use employee satisfaction KPIs to determine if it’s worthwhile to invest more heavily in diversity, equity, and inclusion, another branch of leadership might set KPIs to determine what updates to office technology are needed.
Paying Attention To KPIs Is Extra Important For Hybrid Teams
Creating the right flow when working on hybrid teams might be more of a challenge than you’d think. On paper, it seems like an automatic way to strike that “perfect balance” so many businesses strive to create for their workers – but getting there and reaping the many touted benefits takes patience and planning.
For example, remote work requires a level of self-discipline that those unfamiliar with being out of the office may struggle with at first. Without adjustments to workplace strategy with more employees going remote, productivity might suffer – and you can’t make those adjustments without the right data.
Paying attention to KPIs early in the transition to a hybrid setup can help reduce the potential negative impact of shaking up your work structure.
By implementing hybrid work productivity metrics off the bat, you can:
Work toward determining the right tools and virtual learning programs for your team from the start
Show prospective employees that you’re on top of keeping things efficient
Intervene early on if remote work employees demonstrate struggles with time management
What Are The Important Hybrid Work KPIs?
Often, as you yourself as a leader have likely experienced firsthand, a bump in the road in one department can negatively impact the others. For this reason, you should aim to be as thorough as possible when setting metrics and measuring productivity.
As you’ll see in the more thorough breakdown following this section, there are key metrics to consider in just about every aspect of the workflow when striving toward company success.
That said – here are 4 major KPIs that all managers should monitor:
Collaboration vs. focus time
Overall resource utilization
Productivity
Employee engagement and well-being
Now, let’s take a more detailed look. In the end, we have a fifth KPI as a bonus for those who make it to the end.
#1 Collaboration KPIs
These will help you track and improve how well your teams and individuals collaborate.
Source: Gallup.com
Inter-functional Collaboration
While the skill sets and goals of your various departments may differ, it’s important to remember that at the end of the day, they’re all on the same team.
Suppose you aren’t monitoring how well your staff collaborates. In that case, you’re leaving your company susceptible to contention between staff members, and a waste of the talent that you scouted (and probably pay a hefty salary to retain).
Team Overlap
In a KPI sense, team overlap is essentially the opposite of productive teamwork. It’s no good to have two employees both expending energy and resources on the same tasks. Your employees should be working on their own, separate tasks that serve as necessary components of a shared goal.
Often, it’s a lack of organization that creates this scenario.
Hybrid working can make clear communication and, in turn, effective collaboration more of a challenge. That is why adapting to the use of new tools, such as project management dashboards, is so important when companies switch to working remotely.
Project management tech offers many benefits in this area. It enables remote workers to see clearly defined tasks, how many projects remain, etc. Depending on the software you purchase, it may even help monitor data such as average time spent on tasks.
By the way, one of the expected hybrid work trends is the increased usage of data analytics.
Collaboration vs. Focus Time
Data suggests that:
Over the course of this past decade, time spent on collaborative work has increased by 50% or more. It’s thought that collaboration efforts consume about 85% of many people’s work weeks.
Too much collaboration may hinder your employee’s productive hours and contribute to burnout. Without the structure of the office and in-person conference rooms – it can be even harder to strike the perfect balance.
That’s why it’s imperative to get an idea of how much time your employees are spending on actual work vs. brainstorming about tasks with colleagues. Ensuring that your managers are promoting balance between focus time and collaboration makes room for a smoother, more efficient workflow.
It’s also important if you want your business to stay relevant in a world of workers that are tired of “busy work”.
Meeting Participation
Meeting participation can be a good overall indicator of employee satisfaction. How this KPI pertains to your company will depend on its policy surrounding meeting attendance. These days, many hybrid team leaders have adopted a more relaxed approach to meetings.
Suppose this is your scenario, and your employees are willingly showing up to meetings without the pressure of compliance. In that case, it demonstrates that they are invested in doing their part to stay updated and connected to company objectives.
If your meeting attendance is lacking – whether you have a strict compliance policy or not, it indicates that a company may need to renew initiatives surrounding engagement.
#2 Office Utilization KPIs
The below metrics will give you a clear understanding of how well you utilize your office space.
Resource utilization
Reducing waste goes beyond just tracking costs. For example, say that you land a fantastic deal on a subscription for new software. It seems like a great fit for your team, but after putting your employees through the training, they seldomly put it to use.
You presume that your remote employees are taking advantage of it but fail to realize that only about 1/4 of your workforce finds it helpful. The subscription auto-renews month after month despite its low popularity, creating an unnecessary expense.
Even sending out a simple, quarterly survey to your team to find out what tools they’re utilizing the most can go far in wiping out excess costs.
Resource Availability
While the remote working aspect is a big component of setting hybrid work KPIs – the way that things flow in “the office” requires monitoring as well.
Many businesses have cut back on expenses by taking advantage of flex and coworking spaces. Depending on your setup and in-person attendance policies, you may struggle at first to determine how much space you’ll need to house your staff.
Taking note of things like desk shortages, the amount of time spent utilizing in-person meeting rooms, along with other resources on a week-to-week basis can help you to mitigate future shortages relating to in-person attendance.
Abandoned Bookings
Keeping thorough data can also assist you in determining if there’s a legitimate shortage of space or if that lack of space was a sporadic event.
While being short on space can lead to delays and frustration, it can be equally problematic to have inflated utilization numbers. Keeping and using data surrounding “ghost” bookings can assist in assuring that the insight you’re using to make decisions accurately reflects the needs of your team.
Accurately monitoring this data might sound daunting, but these days with the rise of hybrid working, there’s analytics software that can help optimize hybrid workplaces.
Employees per Desk
A higher employee-per-desk rate can drive cost savings. With that in mind, it’s important to balance the urge to cut costs in this area. If you aren’t careful, you may throw other KPIs like employee satisfaction out of whack.
Resource availability, or a lack thereof, can have a big impact on workflow and impact how your team feels about the office environment.
#3 Employee Well-Being KPIs
What follows, is a set of metrics that will help you determine ESAT, a.k.a employee satisfaction.
Employee retention
Productivity is the goal, but if you’re experiencing a high turnover rate, you might need to reassess. There are all sorts of factors that can influence poor retention.
37% of employees quit due to a lack of career growth
28% of employees left due to pay.
27% of employees left because they felt underappreciated for their work.
While pushing employees to work long hours in the name of hitting metrics might appear to boost company performance data in the short term, in the long run, it may require you to drain excess time, effort, and resources into a continuous cycle of onboarding new staff.
Monitoring your turnover rate and also compiling data surrounding reasons for leaving can go a long way in strengthening the roots of your company. Taking the time to investigate the reasons surrounding poor employee retention can also help you keep your company competitive.
Employee satisfaction
Going hand in hand with the point above, happy employees seem to be more invested in their productivity. In fact, research suggests that workers are 13% more productive when they’re happy. This is great news if you’re one of the companies out there that actively works to prioritize employee satisfaction.
Employee satisfaction, overall, is a good indicator that things are flowing well within the structure of a company. Often, if there’s a problematic policy or strife on the management end, it trickles its way down to the workers – setting a tone of frustration.
Getting a genuine feel for your company’s overall employee satisfaction level (rose-colored glasses won’t cut it here) is crucial for gaining an accurate assessment of overall performance. Trends of low satisfaction among workers don’t appear out of thin air – there’s a root cause to get to the bottom of.
That root cause could turn out to be the culprit of numerous other setbacks to growth, too, so it’s worth it to put on your detective hat.
Here are some starting points to consider for employee satisfaction:
Employee NPS
Employee NPS stands for employee net promoter score. Tracking this will give you insight into how satisfied your employees are with the office.
It does this by breaking your current staff into three groups:
Promoters – employees likely to recommend working at your company
Passives – employees who are content enough to stick around but aren’t fully engaged
Detractors – employees who are not likely to recommend working at your company
Obtaining Employee NPS involves sending out a short, two-question survey. The first question asks workers to rate their satisfaction from 1-10. The second question is open-ended, asking why they choose the number they do.
Team members who give an answer of 9-10 are promoters. Those who answer with 7-8 are passives. Anybody who gives a number of 6 or below is a detractor.
You then subtract the percentage of detractors from the percentage of promoters. This is your score.
Hybrid Work Policy Satisfaction And Compliance
Having a clearly defined work policy is a great way to manage expectations surrounding workflow. However, structure needs to be balanced with flexibility to truly promote growth on a broad scale. It’s important to provide your team with opportunities to share how your policy impacts their work experience.
If your employees are “stretching the limits,” it’s likely stemming from some sort of conflict or frustration within the workflow. Providing your staff with ways to leave anonymous feedback on a routine basis will give you real insight into how they feel.
Taking the first steps in ensuring that you’re gathering accurate data surrounding policy satisfaction and compliance can go a long way in hemming any rips before they do serious damage to your company’s internal structure.
Sending out regularly scheduled pulse surveys is a quick and efficient way to do this.
#4 Productivity KPIs
Whether with fully remote work or hybrid work, it can be challenging to measure hybrid work productivity metrics in all areas that play a role in business growth and success. However, not measuring it, would be a mistake.
Productivity KPIs are limited to areas where there is hard data and throughput.
OKRs Attainment
OKR stands for objectives and key results. It’s a goal-setting framework that enables teams to track results and monitor progress toward clearly defined qualitative goals.
For example: let’s say that you ask your marketing team to increase traffic on a page for a service that customers seem to overlook. In this case, you would need to have a clearly defined percentage for the increase you’re hoping to see, and a time frame in which you hope to see the increase. The marketing team would then need to determine what “key results” serve as accurate markers for progress in meeting that goal.
“Key results” in this case could be:
Completing the necessary consumer research
Revamping targeted advertisements
Improving on-page SEO
Observing an x amount of increased traffic to the page by weeks 2, 3, etc.
Some additional basic productivity KPI examples include:
Sales
Quota attainment
The number of calls made to follow up on leads
Deals won within a defined time period
Support
Customer satisfaction with help desk responses
Customer service staff response times
Overall number of support tickets resolved
(Bonus) Hybrid Onboarding Success
How close of a look have you given your onboarding process? These days, workers often have recruiters reaching out left and right. If you want to remain a top choice for the top talent that you’re after, you have to make a good first impression.
Additionally, statistics suggest that employers with a strong onboarding process may improve productivity by over 70%.
It’s worth paying attention to.
Onboarding Ramp Rate
It’s important to have an idea of how long it’s taking your new team members to get fully up to speed, especially in the early stages of converting to a hybrid team. What worked before may no longer be appropriate.
Source: worklytics.co
If managers still report a lot of “hand-holding” at a point in time when you’re expecting workers to confidently meet productivity metrics independently, your process may need an overhaul.
Tracking onboarding ramp rate data gives critical insights into your hiring process and its weak spots. Addressing those weak spots sets your staff up with the strong foundation needed to keep staff output where you need it to be.
Additional onboarding KPIs include:
Training completion rate
New hire satisfaction
Voluntary and involuntary new hire turnover
FAQ
How do you measure the success of hybrid working?
How you measure the success of hybrid working will depend on your company’s unique strategies. To best measure the success of hybrid working, you should set key performance metrics that match your business’s processes and actively monitor that data.
How do you monitor work performance in a hybrid workplace?
Monitoring work performance in a hybrid workplace can be a challenge without the right tools to help organize the data. These days, many companies find project management tools to be a big help in compiling the data needed to make accurate judgments about work performance.
How do you manage performance in a hybrid workplace?
Managing performance in a hybrid workplace can be challenging, especially when team members are doing their job from home. You can best manage your team’s performance by having clear, updated guidelines that reflect the changes in your business policy since making the switch.
What is one way you can measure employee productivity in a hybrid setup?
One way you can measure employee productivity in a hybrid setup is to take advantage of various tools designed to help those in your position within the organization and measuring of data for teams that work remotely.
What is the Planned-to-Done Ratio in a hybrid work environment?
The “Planned-to-Done Ratio” relates to a team’s ability to demonstrate self-discipline within a remote work setup. It is a way to predict and measure performance in the future by observing the ratio of work that teams commit to doing compared to the amount of work that they actually complete.
Start for free with OfficeRnD Hybrid:
Get all essential features and integrations for up to 30 users and 30 resources for
free!
Follow us:
Asen Stoyanchev
Content Marketing Specialist | OfficeRnD
Asen is passionate about hybrid work and the future of work. He firmly believes that work flexibility directly impacts one's health and well-being. When he's not writing, Asen spends his time devouring business literature, hiking, and parenting.
Set up the system on your own, following our detailed video guide. We will send you a step-by-step daily email with video tutorials on how to configure OfficeRnD. Once you аre ready, we will put you in contact with an onboarding specialist for up to 2 hours of Q&A sessions, where you can ask questions and verify your setup.
Key Details
PriceFREE
SettingRemote
Duration2h
Overview
Take advantage of this 6-hour dedicated onboarding process during which our team helps you set OfficeRnD up following best practices. We will start with a short kick-off session to discuss your current processes, timelines, integrations and outline a step-by-step plan to ensure the smooth adoption of the system on your end. Our Onboarding Specialists will make the most effective use of your time together working to empower you to take full advantage of the system capabilities on your own.
What’s Included:
Together we will outline an onboarding plan with action items and milestones.
We will regularly review the progress of the setup and guide you to the next steps.
Together we will create strategies for addressing complex use cases.
We will guide you over email and screen-sharing calls.
We will extensively review the final setup of the system and be available to immediately jump on a call on the go-live date.
We will help you set up and run your first bill run. We will also help you automate all the others.
2 training modules.
Key Details
Price$299
SettingRemote
Duration6h
Overview
This onboarding package is best for multi-location teams with complicated workflows. We will start with a short kick-off session to discuss your current processes, timelines, integrations and outline a step-by-step plan to ensure the smooth adoption of the system on your end. Our Onboarding Specialists will make the most effective use of your time together working to empower you to take full advantage of the system capabilities and reporting tools on your own.
What’s Included:
Together we will outline an onboarding plan with action items and milestones.
We will regularly review the progress of the setup and guide you to the next steps.
Together we will create strategies for addressing complex use cases.
We will guide you over email and screen-sharing calls.
We will extensively review the final setup of the system and be available to immediately jump on a call on the go-live date.
We will help you set up and run your first bill run. We will also help you automate all the others.
4 training modules
Key Details
Price$599
SettingRemote
Duration12h
Overview
Get familiar with the essentials in the Basic Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Onboarding – Basic onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (24h) and Critical (4h)
Key Details
PriceFREE
Setting Remote
Overview
Get familiar with the essentials in the Standard Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Dedicated Q&A Support Sessions (1 hour / month) – Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month.
Onboarding – Basic Onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (16h) and Critical (4h)
Key details
Price$149
SettingRemote
Overview
Get familiar with the essentials in the Premium Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Dedicated Q&A Support Sessions (4 hours / month) – Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month.
Onboarding – Basic Onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (8h) and Critical (1h)
Key details
Price$299
SettingRemote
Overview
Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month with them.
What’s Included:
You get direct access to a lead support specialist.
We will prioritize your support requests.
Together we will discuss strategies for addressing custom use cases.
Together we will discuss your feature requests.
Together we will troubleshoot any issues.
We will show you the latest new features in the system.
Key Details
Price$150/month
SettingRemote
Duration4h/month
Overview
We will cover the basic CRM functionalities OfficeRnD supports. We will show you how to create, update and delete companies, members and opportunities. We will show you how to create custom properties to better describe them. We’ll demonstrate how to create memberships for members, change their status and invite them on the members portal.
Learn How To:
Add a company.
Add a company member.
Add an individual member.
Assign a membership to a member.
Invoice memberships in 3,6 or 12-month periods.
Add a one-off fee to a member’s profile.
Invite a member to the members portal.
Invite multiple members to the members portal.
Change the email of a member.
Pause a membership.
Mark companies and members as former and what that means for their access to the portal.
Manually add day passes.
Add custom properties to a company/member.
Extend the information captured for opportunities.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will cover all billing options available in OfficeRnD. We will show you how to create tax rates and revenue accounts, how will they be applied on invoices and what discounting options the system provides. We will demonstrate how to create invoices and manually run the bill run. We will also together review the billing settings in the system and automate the billing operations.
Learn How To:
Configure your tax rates and revenue accounts.
Add discounts and apply those to memberships.
Review the billing settings and automate billing operations.
Raise an invoice
Raise multiple invoices with a manual BillRun.
Understand invoice statuses.
Edit an invoice.
Charge invoices.
Record a refund on invoices.
Create an invoice for a period of longer than 1 month.
Review outstanding not-invoiced fees and memberships.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will show you how to create meeting rooms and configure their pricing options, booking and cancellation policies. We will cover how to create booking credits – hourly and value-based. We will demonstrate how to make a booking and how to review its corresponding fee.
Learn How To:
Understand resource rates and how to add one.
Add a meeting room and set its privacy.
Configure booking and cancellation policies.
Add a booking.
Update and cancel a booking.
Add extras as purchasable options available with a meeting room booking.
Manually add booking credits to members.
Invoice bookings.
Review bookings and take advantage of the Bookings Report.
Change the business hours of the space.
Change the visibility of the bookings on the members portal.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will go over what a contract is, what are its building blocks, and what types of contracts OfficeRnD provides. We will show you how to create contracts, how to sign and how-to terminate them. We will also discuss the lifecycle of each contract.
Learn How To:
Use contracts and what they are for.
Create a Membership Agreement, a License Agreement or a Lease Agreement.
Add a contract.
Generate a contract PDF document.
Sign a contract.
Differentiate memberships attached to a contract.
Different stages of a contract and how to terminate it.
Configure and implement a contract approval process.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will show you the default resource types available in OfficeRnD. We will cover how they can be edited and when should you create custom resource types. We will demonstrate how to assign memberships on the floorplan and how to accommodate floorplan changes.
Learn How To:
Understand the default resource types and how to track their occupancy and utilization.
Create private offices and desks.
Assign resources to members.
Assign memberships on the floorplan.
Relocate a membership.
Upgrade or downgrade a membership on the floorplan.
Change a meeting room to an office and vice versa.
Replace a dedicated desk with a hotdesk and vice versa.
Create custom resource types.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover how to collaborate with members via the members portal and the mobile app. We will show you how to create posts and events. We will demonstrate how to upload information about benefits and different how-to guides on the members portal. We will also go through integrations that power up collaboration with members.
Learn How To:
Take a short overview of the members portal and the different type of users and their permissions.
Add posts.
Add events.
Add benefits.
Add How-To Guides.
Find where members can add issues and where you can review them.
Set up integration with Slack and its benefits.
Connect OfficeRnD with Eventbrite using Zapier.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover the billing reports available in the system. We will show you how to use each one and dive deeper into the data it exposes.
Learn How To:
Find the billing charts available on the OfficeRnD Dashboard
Use the Revenue Dashboard
Use the Memberships Dashboard
Use the Projected Revenue Report
Use the Invoiced Revenue Report
Export invoices.
Customize the invoices export.
Use the Memberships Report.
Use the Members Report.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover the occupancy and utilization reports available in the system. We will show you how to use each one and dive deeper into the data it exposes.
Learn How To:
Use the Occupancy Dashboards.
Use the Occupancy Report for private offices and dedicated desks.
Use the Occupancy Interval report.
Use the Resource Utilization report.
Key Details
Price$100
SettingRemote
Duration30min
Overview
Set up the system on your own, following our detailed video guide. We will send you a step-by-step daily email with video tutorials on how to configure OfficeRnD. Once you аre ready, we will put you in contact with an onboarding specialist for up to 2 hours of Q&A sessions, where you can ask questions and verify your setup.
Key Details
PriceFREE
SettingRemote
Duration2h
Overview
Take advantage of this 6-hour dedicated onboarding process during which our team helps you set OfficeRnD up following best practices. We will start with a short kick-off session to discuss your current processes, timelines, integrations and outline a step-by-step plan to ensure the smooth adoption of the system on your end. Our Onboarding Specialists will make the most effective use of your time together working to empower you to take full advantage of the system capabilities on your own.
What’s Included:
Together we will outline an onboarding plan with action items and milestones.
We will regularly review the progress of the setup and guide you to the next steps.
Together we will create strategies for addressing complex use cases.
We will guide you over email and screen-sharing calls.
We will extensively review the final setup of the system and be available to immediately jump on a call on the go-live date.
We will help you set up and run your first bill run. We will also help you automate all the others.
2 training modules.
Key Details
Price$299
SettingRemote
Duration6h
Overview
This onboarding package is best for multi-location teams with complicated workflows. We will start with a short kick-off session to discuss your current processes, timelines, integrations and outline a step-by-step plan to ensure the smooth adoption of the system on your end. Our Onboarding Specialists will make the most effective use of your time together working to empower you to take full advantage of the system capabilities and reporting tools on your own.
What’s Included:
Together we will outline an onboarding plan with action items and milestones.
We will regularly review the progress of the setup and guide you to the next steps.
Together we will create strategies for addressing complex use cases.
We will guide you over email and screen-sharing calls.
We will extensively review the final setup of the system and be available to immediately jump on a call on the go-live date.
We will help you set up and run your first bill run. We will also help you automate all the others.
4 training modules
Key Details
Price$599
SettingRemote
Duration12h
Overview
Get familiar with the essentials in the Basic Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Onboarding – Basic onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (24h) and Critical (4h)
Key Details
PriceFREE
Setting Remote
Overview
Get familiar with the essentials in the Standard Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Dedicated Q&A Support Sessions (1 hour / month) – Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month.
Onboarding – Basic Onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (16h) and Critical (4h)
Key details
Price$149
SettingRemote
Overview
Get familiar with the essentials in the Premium Support Package.
What’s Included:
Email & Chat Support – Our support team is available to customers via chat and email at [email protected] Monday-Friday from 7:00AM to 5:00PM UTC.
Monthly Training Webinars – Joins us monthly for a short and focused webinar on the features of OfficeRnD where our team discusses how to best take advantage of different parts of the system and addresses commonly asked questions.
Dedicated Q&A Support Sessions (4 hours / month) – Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month.
Onboarding – Basic Onboarding
Initial Response Time – Normal severity (24h), Restricted Operation (8h) and Critical (1h)
Key details
Price$299
SettingRemote
Overview
Get direct access to one of our lead support specialists and book up to 4 hours of screen-sharing calls per month with them.
What’s Included:
You get direct access to a lead support specialist.
We will prioritize your support requests.
Together we will discuss strategies for addressing custom use cases.
Together we will discuss your feature requests.
Together we will troubleshoot any issues.
We will show you the latest new features in the system.
Key Details
Price$150/month
SettingRemote
Duration4h/month
Overview
We will cover the basic CRM functionalities OfficeRnD supports. We will show you how to create, update and delete companies, members and opportunities. We will show you how to create custom properties to better describe them. We’ll demonstrate how to create memberships for members, change their status and invite them on the members portal.
Learn How To:
Add a company.
Add a company member.
Add an individual member.
Assign a membership to a member.
Invoice memberships in 3,6 or 12-month periods.
Add a one-off fee to a member’s profile.
Invite a member to the members portal.
Invite multiple members to the members portal.
Change the email of a member.
Pause a membership.
Mark companies and members as former and what that means for their access to the portal.
Manually add day passes.
Add custom properties to a company/member.
Extend the information captured for opportunities.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will cover all billing options available in OfficeRnD. We will show you how to create tax rates and revenue accounts, how will they be applied on invoices and what discounting options the system provides. We will demonstrate how to create invoices and manually run the bill run. We will also together review the billing settings in the system and automate the billing operations.
Learn How To:
Configure your tax rates and revenue accounts.
Add discounts and apply those to memberships.
Review the billing settings and automate billing operations.
Raise an invoice
Raise multiple invoices with a manual BillRun.
Understand invoice statuses.
Edit an invoice.
Charge invoices.
Record a refund on invoices.
Create an invoice for a period of longer than 1 month.
Review outstanding not-invoiced fees and memberships.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will show you how to create meeting rooms and configure their pricing options, booking and cancellation policies. We will cover how to create booking credits – hourly and value-based. We will demonstrate how to make a booking and how to review its corresponding fee.
Learn How To:
Understand resource rates and how to add one.
Add a meeting room and set its privacy.
Configure booking and cancellation policies.
Add a booking.
Update and cancel a booking.
Add extras as purchasable options available with a meeting room booking.
Manually add booking credits to members.
Invoice bookings.
Review bookings and take advantage of the Bookings Report.
Change the business hours of the space.
Change the visibility of the bookings on the members portal.
Key Details
Price$150
SettingRemote
Duration60min
Overview
We will go over what a contract is, what are its building blocks, and what types of contracts OfficeRnD provides. We will show you how to create contracts, how to sign and how-to terminate them. We will also discuss the lifecycle of each contract.
Learn How To:
Use contracts and what they are for.
Create a Membership Agreement, a License Agreement or a Lease Agreement.
Add a contract.
Generate a contract PDF document.
Sign a contract.
Differentiate memberships attached to a contract.
Different stages of a contract and how to terminate it.
Configure and implement a contract approval process.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will show you the default resource types available in OfficeRnD. We will cover how they can be edited and when should you create custom resource types. We will demonstrate how to assign memberships on the floorplan and how to accommodate floorplan changes.
Learn How To:
Understand the default resource types and how to track their occupancy and utilization.
Create private offices and desks.
Assign resources to members.
Assign memberships on the floorplan.
Relocate a membership.
Upgrade or downgrade a membership on the floorplan.
Change a meeting room to an office and vice versa.
Replace a dedicated desk with a hotdesk and vice versa.
Create custom resource types.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover how to collaborate with members via the members portal and the mobile app. We will show you how to create posts and events. We will demonstrate how to upload information about benefits and different how-to guides on the members portal. We will also go through integrations that power up collaboration with members.
Learn How To:
Take a short overview of the members portal and the different type of users and their permissions.
Add posts.
Add events.
Add benefits.
Add How-To Guides.
Find where members can add issues and where you can review them.
Set up integration with Slack and its benefits.
Connect OfficeRnD with Eventbrite using Zapier.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover the billing reports available in the system. We will show you how to use each one and dive deeper into the data it exposes.
Learn How To:
Find the billing charts available on the OfficeRnD Dashboard
Use the Revenue Dashboard
Use the Memberships Dashboard
Use the Projected Revenue Report
Use the Invoiced Revenue Report
Export invoices.
Customize the invoices export.
Use the Memberships Report.
Use the Members Report.
Key Details
Price$100
SettingRemote
Duration30min
Overview
We will cover the occupancy and utilization reports available in the system. We will show you how to use each one and dive deeper into the data it exposes.
Learn How To:
Use the Occupancy Dashboards.
Use the Occupancy Report for private offices and dedicated desks.