Oil & Gas Industry Client – Workplace Compliance & Occupancy Intelligence at Scale

Client Challenge

A large, multi-location enterprise organization lacked any centralized visibility into how office space was actually being used across its real estate portfolio.

Key challenges included:

• No reliable way to track footprint compliance by location, role, or leadership
• Disconnected HR, badge, and organizational data sources
• Manual reporting limiting space planning and compliance oversight
• Inability to distinguish actual work patterns from policy

As a result, leadership had no data-backed foundation to guide space planning, compliance enforcement, or portfolio optimization.

Synergos Approach

Synergos designed and deployed a custom Power BI compliance and footprint analytics module, integrating multiple enterprise data sources into a single, governed reporting solution.

Key elements of the solution included:

• Multi-source data integration, including:
• Badge access and foot traffic data
• HR employee segmentation (Onsite, Hybrid, Remote)
• Organizational hierarchy and leadership ownership
• Location and site-level metadata
• Advanced Power BI modeling, featuring:
• Drill-through from executive summaries to individual FTE detail
• Dynamic segmentation by location, leader, role type, and week
• Rolling weekly and monthly compliance logic
• Compliance logic aligned to policy, including:
• Minimum days-on-site compliance tracking
• Role-based segmentation determined by HR data
• Adjustments for holidays, leave of absence, and other approved absences
• Automatically reflects organizational changes across current and historical data

This design ensured leadership could move from high-level trends to root-cause detail in seconds, without manual intervention.

Analytics Modules Delivered

Workplace Utilization (Weekdays)
Tracked how often FTEs physically arrived on site (1–5 days per week), enabling leadership to understand actual presence vs. expected presence. Drill-through views allowed validation down to the individual FTE level, ensuring transparency and auditability.

Workplace Compliance (Minimum Days)
Measured weekly compliance against minimum onsite requirements for both Hybrid and Onsite employees. The logic ensured compliance percentages accurately reflected HR-defined population sizes, even in cases where only a single FTE applied to a segment, preserving mathematical integrity.

Results & Impact

The Power BI module delivered immediate enterprise value, including:

• First-ever end-to-end visibility into workplace footprint compliance
• Data-driven space planning insights enabling smarter real estate decisions
• Improved executive confidence through transparent, drill-validated metrics
• Elimination of manual reporting, reducing operational burden and reporting risk
• A scalable foundation for portfolio optimization and workplace strategy

What was previously an opaque, manual process became a single source of truth for workplace compliance and utilization.

Why It Matters

This engagement demonstrates how integrated analytics and thoughtful data modeling can unlock strategic insight from systems that already exist — without new tools, headcount, or disruption.

By aligning HR policy, access data, and real estate strategy into one platform, Synergos enabled leadership to move from assumptions to evidence-based decisions.