Chapter 1

Era of the FM Analyst

Upskilling with 6 Essential Data Sources

Era of the FM Analyst
Upskilling with 6 Essential Data Sources
ROI Case Studies
Stories from Woolcock, Lighthouse, and Pella
Turn Data into Action
30-Day Roadmap and Maturity Model

The Rise of the FM Analyst

Modern FMs sit at the intersection of data, people, and purpose. They collect the numbers, but their real impact comes from turning that data into stories leaders can understand and act on.

Those stories fuel organizational value and ROI. They justify investments, influence design decisions, and prove that a well-managed space isn’t just efficient—it’s engaging, productive, and profitable. Modern FMs are transforming from operators to analysts—connecting the dots between data and human experience to design workplaces that truly work. But there are challenges.

The “Too Much Data” Problem

“We have an abundance of data — the challenge is sifting through it and telling the right story.”
Matt Tucker
Director of Research at IFMA

Modern FMs have too much data to analyze and make sense of. Data fragmentation, inconsistency, and limited interoperability also continue to be major challenges. What's more, getting the data is sometimes difficult, as FMs often don’t realize they have (or can get) access because:

  • Data is owned by other departments
  • Systems exist but aren’t positioned as “workspace data”
  • Data seems “imperfect” so it’s ignored

The Cost of Not Knowing Where to Start

Most FMs develop data capabilities on-the-job through trial and error or peer coaching. Formal training in data analysis or digital tools are often overlooked. That’s a problem because when you don’t know how to use the data you have:

  • You can’t prove ROI to executives, limiting your strategic influence
  • You make million-dollar decisions on gut feeling and anecdotal evidence
  • You wait 6-12 months for “perfect” data while opportunities pass
  • You miss easy wins that could save $100K-$1M+ annually

This Guide Changes That

You don't need a full-scale analytics platform or a data science team to start making better workspace decisions. The data you need is likely already being collected somewhere in your organization. This guide will show you how to find it, analyze it, and turn it into actionable insights that leadership will actually listen to.

By the end of this guide, you’ll be able to identify the data sources you already have access to, perform simple but powerful analyses, and present compelling recommendations to leadership.

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6 Data Sources To Get Started

“The best way to begin is to begin” - Eleanor Roosevelt
Eleanor Roosevelt

Most organizations already collect data that can inform space decisions. The key is knowing where to look and what questions to ask. These six data sources represent the foundation of space analytics, and at least two or three are likely already available to you.

1. Badge/Access Control Data

On average, outfitting an office costs $264 per rentable sq. ft. Knowing your peak and average occupancy over time using badge data can help you better allocate the space you have without having to build or rent more space.

Your security badge system is silently creating a treasure trove of utilization data. Every swipe captures who enters the building (by department, role, or individual ID), when they enter (time of day, day of week), how often they come in (attendance patterns), which buildings or floors they access, their entry versus exit patterns (time on-site), and peak occupancy times and trends.

Badge data is already being collected through your security or access control systems, which means you have historical context—often going back two to three years. It shows actual occupancy versus headcount assumptions, helping you separate who's authorized to use a space from who actually does. This data is invaluable for confirming trends like return-to-office rates and validating other datasets from Wifi, sensors, or booking systems.

Quick Analysis Wins:

  • Calculate daily and weekly attendance averages to understand your baseline.
  • Identify peak entry times and which entrances see the most traffic.
  • Compare site usage by department to understand which teams are using the office most frequently.
  • Track return-to-office rates over time by comparing monthly averages.
  • Combine badge data with HR headcount or desk inventory data to estimate occupancy ratios (e.g., if 150 people badged in and you have 200 desks, your occupancy rate is 75%).

Common Misconceptions and Limitations:

Example ROI Story:

Create overflow zones for peak days

Identify peak entry times when your office is most used. If your data shows Tuesday-Wednesday-Thursday peak occupancy creating capacity constraints, designate specific areas as overflow zones on those days. These might be training rooms, unused offices, or lounge areas that can accommodate temporary workers during peak days. Equip them with basic hoteling amenities—monitors, docking stations, power—but don't assign them permanently. This provides flexibility without overbuilding for worst-case scenarios.



2. Workspace Booking Systems

Rightsizing office space by using utilization data helped NYC reduce its office space by 400,000 square feet and save $15 million in annual rent occupancy costs.

Booking systems capture intent to use space before anyone walks through the door. They tell you who books spaces (desks, meeting rooms, parking spaces), what types of spaces are in high demand, when spaces are reserved or released, cancellation and no-show rates, and how often individuals or teams book shared resources.

While badge data tells you who showed up, booking data reflects intent. This helps you understand demand signals even before occupancy occurs. It highlights over- or under-supplied room types, identifies patterns in team collaboration and hybrid work behaviors, and helps you rebalance your room mix and utilization policies. High cancellation rates might indicate your booking policies are too restrictive or that your room types don't match actual needs.

Quick Analysis Wins: 

  • Compare reservations versus actual occupancy by validating booking data with sensor or Wifi data—this reveals your no-show rate.
  • Identify the most-booked or underutilized rooms or zones to inform reallocation decisions.
  • Measure average booking duration and cancellation rates to optimize booking policies.
  • Track booking density by time of day or week to understand when demand peaks and whether you need more (or fewer) bookable spaces during specific periods.

Common Misconceptions and Limitations:

Example ROI Story:

Identify underutilized meeting rooms for repurposing

Use your booking data for all conference rooms over the past month. Calculate utilization as booked hours divided by available hours (e.g., “600 booked hours” divided by “900 available hours” gives you a utilization rate of 67%). Any room below 30% utilization is a candidate for repurposing. Consider converting small, rarely-used conference rooms into focus rooms or phone booths. Large underutilized boardrooms might become collaboration spaces with flexible furniture. This change requires minimal investment but can dramatically improve space functionality and employee satisfaction.
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3. Occupancy and Presence Sensors

Occupancy data can lead to a 15% reduction in overall time spent cleaning underutilized spaces by providing a clear view of space utilization to influence future janitorial processes.

Sensors provide real-time presence at the desk, room, or zone level. They capture duration and frequency of use, space type performance (collaboration versus focus spaces), and detailed utilization patterns by hour or day. This is your most granular view of how space is actually being used.

Sensor data provides the most accurate read of actual space use, cutting through the ambiguity of badge swipes (which only tell you someone entered) and bookings (which only tell you someone intended to use a space). This data enables optimization of seat counts and space allocation, supports right-sizing and hybrid work modeling, and informs cleaning schedules, maintenance planning, and energy management.

Quick Analysis Wins: 

  • Calculate utilization percentage by space type or floor (divide occupied time by total available time).
  • Identify persistently underused or "ghost" spaces that are maintained but rarely occupied.
  • Compare weekday versus weekend patterns or hybrid versus full-time employee patterns to understand different usage behaviors.
  • Correlate occupancy with environmental comfort data or energy usage to optimize both experience and efficiency.

Common Misconceptions and Limitations:

Example ROI Story:

Adjust cleaning schedules to actual usage

Instead of cleaning every floor every night, use occupancy data to create usage-based cleaning schedules. Calculate utilization percentage by space type or floor (divide occupied time by total available time). Floors with under 20% utilization might only need deep cleaning twice per week rather than daily. High-traffic areas like lobbies and cafeterias might need multiple daily cleaning cycles. This approach can reduce cleaning costs by 20-30% while actually improving cleanliness in high-use areas through better resource allocation.



4. Building Systems & IoT

Occupancy-based HVAC control can lead to ~6.1% annual whole‑building savings and reduce weekday AHU run times by 2 hours and 35 minutes per AHU per day.

Your building's mechanical and electrical systems generate continuous streams of data. This includes HVAC, lighting, temperature, CO₂, and humidity levels, energy usage and control patterns, sensor feedback from smart infrastructure, and system uptime, performance, and anomalies.

Building systems data directly connects comfort, efficiency, and occupancy. When you know where people actually are, you can enable demand-driven building operations—heating, cooling, and lighting spaces only when they're in use. This data identifies inefficiencies like lighting or HVAC running in unused zones and supports sustainability and ESG reporting by quantifying energy savings from space optimization.

Quick Analysis Wins: 

  • Compare HVAC runtimes to occupancy levels to see if you're conditioning empty spaces.
  • Detect energy waste during low-use periods like evenings, weekends, or holidays.
  • Correlate environmental comfort metrics (temperature, CO₂, humidity) with satisfaction surveys to understand if comfort issues are driving people away from certain areas.
  • Model energy reduction potential through smart scheduling—what would you save if you aligned building operations with actual occupancy patterns?

Common Misconceptions and Limitations:

Example ROI Story:

Use occupancy-based HVAC control to improve efficiency and comfort

Research from a two-year field study shows that occupancy-based HVAC control can reduce weekday AHU runtimes by 2 hours and 35 minutes per unit per day, leading to approximately 6.1% in annual whole-building energy savings. For a typical 100,000 square foot office building spending $2.50 per square foot annually on energy ($250,000 total), this translates to $15,250 in annual savings. Additionally, occupancy-based control maintains comfort during occupied hours while eliminating waste during empty periods—improving both sustainability metrics and operational efficiency.



5. Network & Connectivity Data

Using insights gained from Wifi and badge data, organizations can make workplaces more efficient by identifying popular seating locations, arrangements, and employee roles in selected spaces.

Your Wifi network creates a passive occupancy tracking system. It reveals where people connect (by Wifi access point or zone), how many unique users or devices are active, how long users stay connected, and when network demand peaks.

Wifi data acts as a passive utilization measure without requiring hardware installation beyond what's already in place. It covers all device-enabled occupants including employees, guests, contractors, and even IoT devices. The data provides movement patterns and dwell times by area, and it's excellent for validating other datasets like badge or sensor data. Because nearly everyone carries a connected device, it offers comprehensive coverage.

Quick Analysis Wins:

  • Calculate unique users per floor per hour to understand density patterns.
  • Map the density of connections as an occupancy indicator—more connections generally mean higher occupancy.
  • Identify underutilized areas (low connection counts) or congested areas (connection counts that exceed comfortable density).
  • Correlate Wifi data with booking and badge data for accuracy and to understand the full picture of space usage.

Common Misconceptions and Limitations:

Example ROI Story:

Right-size printer/equipment placement

Map printer usage data against occupancy patterns. Tap into your Network & Connectivity system to gather information on this. You'll likely find printers in rarely-used zones, while occupied areas are underserved. Relocate equipment to match actual usage patterns. Consider removing printers entirely from low-use floors and concentrating them in central print hubs on high-use floors. This reduces equipment costs, maintenance, and supply expenses while improving convenience for actual users.



6. Surveys & Feedback

89% of employees who are satisfied with their physical workplace are also satisfied with their employer.

While qualitative data shows you what’s happening, surveys tell you why. Employee feedback captures sentiment about comfort, space, and design effectiveness. It provides qualitative insights on hybrid policies, amenities, and workplace preferences. You can see satisfaction trends by location, department, team, or event specific floors. Surveys reveal what drives people to come to the office and what keeps them away.

Your sensor data might show that a specific collaboration zone has low utilization, but surveys explain why—maybe it’s too noisy, poorly lit, or lacks the right technology. This qualitative context explains why people use or avoid certain spaces before problems escalate. Feedback identifies friction points that won’t appear in utilization data until they’ve already caused damage. More importantly, conducting surveys builds trust and transparency in your facilities management initiatives by showing employees their voices matter in space decisions

Quick Analysis Wins:

  • Cross-reference satisfaction scores with occupancy or environmental data to find correlations—do spaces with low satisfaction also show declining utilization?
  • Identify specific sentiment drivers by analyzing open-ended responses for common themes like noise complaints, temperature issues, inadequate lighting, or lack of privacy.
  • Map feedback by space type (focus rooms versus open areas) or department to understand whether problems are universal or localized.
  • Track perception changes after space redesigns by surveying before and after to quantify the impact of your interventions.
  • Look for gaps between what people say they want and how they actually use space.

Common Misconceptions and Limitations:

Example ROI Story:

Improve workplace satisfaction with qualitative data

Conduct a baseline workplace satisfaction survey asking employees to rate their physical workspace on safety, maintenance, comfort, and access to appropriate work settings. Use open-ended survey responses to identify specific friction points. Organizations that systematically address workplace satisfaction issues can reduce turnover costs significantly. Replacing an employee can cost as high as 50-60% of their annual salary with overall costs ranging anywhere from 90-200%, so retaining even a few employees through better workspace design is a positive return on investment.



Use the Data Source Inventory Spreadsheet:

The Data Inventory Spreadsheet organizes over 50 potential data sources into 10 categories, including Access & Security, Space Management, Sensors & IoT, Building Systems, Network & Connectivity, HR & People, Financial Systems, Survey & Feedback, Location Services, and Environmental. 

Use it to systematically identify which systems exist in your organization, who owns them, and how to access the data. Fill it out by meeting with stakeholders from Security, IT, Facilities, HR, and Finance. This inventory becomes your roadmap for data-driven space management.

Common pitfalls to avoid:

  • Don't wait for perfect data. Start with what you have, even if it's incomplete. 
  • Don't request individual-level data when aggregated data will do—this speeds up approvals and addresses privacy concerns. 
  • Don't collect data without a clear question in mind. Begin with a specific problem like "Are our meeting rooms being used efficiently?" rather than trying to analyze everything at once. 
  • Don't skip the documentation step. Record what data you received, who provided it, what time period it covers, and any known limitations. (Use the Data Source Inventory Spreadsheet for this.)
Get the Data Inventory Spreadsheet
Era of the FM Analyst
Upskilling with 6 Essential Data Sources
ROI Case Studies
Stories from Woolcock, Lighthouse, and Pella
Turn Data into Action
30-Day Roadmap and Maturity Model