Vendor-neutral guide · 9 min read
Planning a flexible technology strategy for hybrid work
Shape of the topic
In short
As organisations move from fully office-based, to fully remote, to a lasting hybrid model, technology plans and procedures need reviewing so they can flex between locations while keeping data secure. Lessons from sectors such as education, which had already been streamlining technology through evidence-based digital strategy, translate well to the corporate world. This guide sets out how to audit existing technology, build security in from the outset, involve staff across every level of the business, and invest properly in training so a new technology plan actually delivers its intended impact.
Key takeaways
- Auditing a company's technology is a mammoth task, but done well it clears away redundant legacy tech and provides a clean, streamlined base to work from.
- Security should be the cornerstone of any new hybrid technology setup from the start, not a bolt-on added afterward.
- New technology plans should be judged on how well they support connection, employee wellbeing, visibility, communication, time and cost, not devices alone.
- Broad staff input, with barriers of hierarchy removed, surfaces problems that managers assume do not exist simply because the job still gets done.
- Allocating similar budgets to technology purchase and to professional training was found to be the right balance for effective digital strategy.
A second shift in working practices
As the world learned to live alongside Covid-19, much of the corporate sector faced a second shift in practices, moving in a relatively short time from being fully office-based to fully remote, and now to a new model of office, remote and hybrid working. Technology is at the heart of this shift, meaning organisations need to review their current IT portfolios, plans and procedures to ensure they can be adaptable enough to support staff moving between locations, but with the safeguards in place to keep company data secure.
Lessons from one sector can benefit another. Digital strategy had already been a significant conversation for the education sector for several years, with schools reviewing and streamlining a growing number of education solutions to form evidence-based, strategic and sustainable plans. When the pandemic threw them a curveball, schools that had already done this work were arguably better placed to adjust to new circumstances, and some of the same considerations translate directly to corporate organisations.
Auditing technology before adding to it
Auditing a company's technology is a mammoth task, but, done well, it will sweep away lots of redundant legacy tech and associated processes, providing a clean, streamlined base to work from. Knowing the specifications of IT assets, their location and how often they are used is a good starting point. From there, organisations can decide which devices are to be upgraded, updated, repurposed or retired, and work out which solutions, processes and tech-related procedures currently work well, and which do not. Where it is uncertain, a useful test is to ask: would anyone notice if it were gone?
- Catalogue asset specifications, location and usage frequency before deciding what to change
- Sort devices and solutions into upgrade, update, repurpose or retire categories
- Apply the 'would anyone notice if it were gone' test to uncertain cases
Building security in from the outset
Security needs to be the cornerstone of any new technology setup for hybrid working, rather than added as a bolt-on afterward. Data will need to be fully protected regardless of an employee's work location, so ensuring security and encryption measures are considered from the start reinforces their importance as discussions progress. This is a matter of sequencing as much as substance: security decisions made after the rest of the plan is fixed tend to be compromises, whereas security considered from the outset shapes better choices throughout.
Judging technology plans by more than device provision
In the new hybrid working landscape, it is not just a matter of providing the technology to get the job done. A creative and forward-thinking organisation will debate how new developments can aid additional areas, such as ensuring easy connection, looking after employees' wellbeing, better visibility and communication across the entire business, and saving time and money. On a technical level, IT managers will also think about choosing device-agnostic solutions, making data more accessible through cloud storage where appropriate, and providing flexible tools for employees to use wherever they are.
- Choose device-agnostic solutions rather than locking staff into one hardware type
- Use cloud storage where appropriate to make data accessible from any location
- Weigh wellbeing, communication and visibility benefits alongside pure device provision
Involving staff at every level
For new technology plans to be successful, there needs to be a broad discussion with input from everyone at every level of the business who uses technology day to day. Staff representatives from every area need to be involved, with barriers of hierarchy removed to give people the agency to contribute their thoughts and experiences. Managers cannot assume that because the job is getting done, some aspects of the technology being used are not a major headache; if staff can see a better way than a convoluted existing process, they should be able to say so without repercussions.
Greater staff involvement pays off because it may highlight issues that can be solved quickly, allow employees to feel their contributions are valued, and give them ownership of the changes that inevitably lie ahead.
Budgeting properly for training
A critical strand of any organisation's technology refresh must be incorporating time for training. Left to their own devices, virtually no employee will find time to learn how to get the most out of new hardware or software, so training time must be provided by the company to maximise its investment and help staff achieve familiarity with the technology. It is no longer enough to know what to click on to make things work; the objective needs to extend to helping staff realise the full potential of the technology they use and apply it creatively, so the business can achieve real impact in areas such as production, communication, logistics and administration.
As a benchmark, schools working on digital strategy found that allocating similar budgets to both the purchase of technology and the provision of professional training was the right balance to be effective. Those costs can look off-putting laid out on paper, but skipping training is a false economy that risks reducing both the impact and the potential benefits any new system can deliver. By keeping everyone informed, reviewing existing technology and making evidence-based decisions on new solutions, business leaders can be confident they are investing in scalable technology that will flex regardless of the twists and turns their working landscape may take.
Best-practice checklist
1. Complete a full technology audit
Catalogue every asset's specification, location and usage before deciding what to upgrade, update, repurpose or retire, rather than adding new technology on top of an unknown base.
2. Design security in from the first planning meeting
Treat encryption and data protection as a founding requirement of the hybrid technology plan, not a feature added once the rest of the design is fixed.
3. Set evaluation criteria beyond device provision
Judge candidate solutions against connection, wellbeing, visibility, communication and cost savings, not just whether they get the immediate job done.
4. Run a cross-level staff consultation
Gather input from staff representatives at every level of the business, removing hierarchy barriers, before finalising the technology plan.
5. Choose device-agnostic, cloud-appropriate solutions
Favour tools that work regardless of hardware and make data accessible through cloud storage where appropriate, to support genuine flexibility.
6. Budget equally for technology and training
Allocate a training budget comparable to the technology purchase budget, and schedule dedicated training time rather than expecting staff to self-teach.
Common pitfalls
- Adding new technology on top of an unaudited estate full of redundant legacy tools and processes
- Treating security as a bolt-on to be addressed once the rest of the technology plan is agreed
- Judging a technology plan only on whether it lets staff get the immediate job done
- Finalising a technology plan without input from staff outside senior management
- Buying new technology without budgeting comparable funds and time for training staff to use it
What to measure
| Legacy technology retired | Count of devices or tools decommissioned after audit |
|---|---|
| Security measures defined at plan stage | Should be present from the first draft, not added later |
| Staff consultation coverage | Proportion of business areas represented in planning input |
| Training-to-technology budget ratio | Target roughly equal allocation, per the source benchmark |
| Device-agnostic solution adoption | Proportion of new tools usable across hardware types |
Select any column heading to sort.
Frequently asked questions
- Where should an organisation start when planning a new hybrid technology strategy?
- Start with a full audit of existing technology: specifications, location and usage of every asset. This clears away redundant legacy tools and processes and gives a clean base from which to decide what to upgrade, repurpose or retire before any new investment is made.
- Why should security be built into a technology plan from the start rather than added later?
- Data needs to be fully protected regardless of an employee's work location, and treating security as a founding requirement rather than a bolt-on ensures encryption and protection measures shape the rest of the plan properly, rather than being retrofitted as compromises.
- How much staff involvement does a hybrid technology plan actually need?
- Broad involvement across every level of the business, with hierarchy barriers removed, is recommended. Managers cannot assume existing processes work well simply because the job gets done; frontline staff input often surfaces quick fixes and builds ownership of the eventual changes.
- How much should an organisation budget for training when rolling out new technology?
- One useful benchmark, drawn from schools' experience of digital strategy, is to allocate a training budget roughly similar in size to the technology purchase budget. Skipping or underfunding training is a false economy that reduces the impact of the technology investment.
Sources
Independent, standards-body and peer-reviewed material. None of these sources is affiliated with 247connect.
- How To Plan Your Organization's New Flexible Tech Landscape
Forbes Technology Council
Original article by Al Kingsley, Forbes Technology Council, June 2021.
- IT Asset Management (ITAM) Overview
Gartner
Independent reference on the discipline of auditing and managing IT assets referenced in the source article's approach.
- Guide to Enterprise Telework, Remote Access and BYOD Security (SP 800-46 Rev. 2)
NIST
Authoritative guidance on designing security into remote and hybrid technology architectures from the outset.
- Cloud Security Guidance
National Cyber Security Centre (NCSC)
UK national guidance relevant to the cloud storage and device-agnostic solutions discussed in the source article.
Putting it into practice
This guide is deliberately product-neutral. If you want to see how one implementation handles these requirements — attended and unattended access, named operator accounts, AES-256 encryption, audit logs and fixed pricing — the reference pages on this hub document 247connect in detail, and the product itself lives at 247connect.cloud.
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