Mid-Sized Financial Services Firm Turns a Complex Merger into a Connected Workplace with Maptician

From Many Offices to One Vision
A mid-sized financial services and advisory firm with over 250 employees and headquartered in Englewood, Colorado, recently underwent a significant merger, integrating between 10–15 new office locations under one unified brand. With multiple regional offices and a growing headcount, the company needed a reliable way to manage seat assignments, occupancy, and workspace utilization—especially during their busiest periods of the year.

The firm had previously implemented Maptician in early 2023, with their initial rollout focused on space planning and hoteling support for seasonal tax operations. As the organization grew through acquisitions, their workplace operations became more complex, highlighting the need for a scalable, data-driven platform to manage an expanding footprint efficiently.

The Growing Pains of Expansion
Before Maptician, the client faced several challenges:

• Fragmented workplace systems: Each acquired office operated independently, using separate processes for seat management and office coordination.
• Limited visibility into occupancy and workspace usage across multiple locations.
• Difficulty accommodating seasonal workforce fluctuations, particularly during tax season when flexible hoteling options were critical.
• Operational disruption from ongoing mergers, resulting in constant changes to floor plans, office layouts, and team configurations.

Finding a Platform Built for Agility
Following the initial merger discussions in late 2022, the firm’s leadership sought a workplace management platform that could:

• Integrate easily across multiple office locations.
• Offer flexible tools for hoteling and seat assignments.
• Provide scalability as the company continued to acquire new firms.

After evaluating several solutions, the client selected Maptician for its ability to provide a clear visual understanding of how people and spaces interact, its user-friendly interface, and its ability to centralize seat management across dispersed offices.

Implementation began in January 2023, with full rollout completed by March of that year. By June 2023, the company successfully transitioned into ongoing success management.

Streamlined, Scalable, and Ready for What’s Next
Since adopting Maptician, the firm has achieved several key outcomes:

• Centralized seat management: The platform now serves as the single source of truth for office assignments across all locations.
• Improved hoteling efficiency: Especially during tax season, staff can easily reserve workstations, reducing logistical friction for hybrid and rotating employees.
• Scalable workplace expansion: As new locations were added post-merger, the Maptician team collaborated closely with the client’s CIO, Workplace Experience Manager, and administrative staff to onboard new users and spaces efficiently.
• Enhanced collaboration and oversight: Maptician’s real-time insights help leadership anticipate and manage spatial needs proactively as the firm grows.

A Platform that Grows with the Business
By implementing Maptician, the firm has transformed a previously fragmented workplace into a cohesive, scalable, and efficient hybrid office environment. The platform continues to play a vital role in helping the company navigate post-merger integration—simplifying everything from space planning to user onboarding.

With more offices being added in the coming year, the firm continues to rely on Maptician to bring clarity to change. What began as a seat-management tool has evolved into a strategic workplace platform — one that keeps pace with growth, transformation, and an increasingly hybrid future.