April 13, 2025

No More Clipboards: How Facilities and Operations are Being Transformed

How a quiet revolution in building operations is reshaping the future of real estate.

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Continuing our series about our Smart Building Journey maturity model (download the white paper) we move from focusing on the occupant experience and energy and resource management to another critical aspect: faciltiies and operations.

Go "back of the house" at any of today's commercial and corporate real estate properties and you still might see some offices holding on to the familiar signs of a bygone era: maintenance staff carrying clipboards, paper logs tracking HVAC checkups, and shelves stacked with bulky equipment manuals. But look a little closer, and you’ll find something new—mobile dashboards, AI-powered maintenance alerts, and building systems talking to each other in real time.

The age of smart buildings has arrived, and with it comes a bold reimagining of how we manage the built environment. This isn’t just about digitizing old processes—it’s about evolving from reactive to predictive, from isolated tasks to orchestrated intelligence.

As we've worked with companies all over the world, we see that the journey toward intelligent building operations unfolds in four key stages. Each marks a meaningful leap in how buildings are maintained, managed, and experienced:

Stage 1: Clipboards Everywhere

This is the starting point for many buildings, where operations are driven by paper-based systems, and long-held institutional knowledge. Think logbooks for tracking visitor entries, handwritten maintenance schedules, and building engineers who know every quirk and caveat of a 20-year-old chiller because they’ve fixed it a dozen times.

The problem isn’t that these systems don’t work—they do. The issue is that they rely too much on the memory and availability of specific individuals. When those people retire or leave, the knowledge goes with them.

In this stage, operational continuity is fragile, and inefficiencies abound. But change is possible - and inevitable.

Stage 2: Disconnected Pieces

As organizations begin modernizing, they often enter a transitional phase. Paper gives way to software, and manual workflows start being replaced by digital tools—Computerized Maintenance Management Systems (CMMS), digital access controls, and standalone tenant or occupant apps, to name a few. WorkTrek reports the CMMS market is expected to go from $1.6B to $4.2B by 2033.

While this shift represents progress, the systems introduced in this stage often operate in silos. Maintenance logs may be digital, but they don’t integrate with access systems or environmental controls. Teams still act as the connective tissue, bridging the gap between tools that don’t talk to each other.

This is where most buildings are today. It’s a critical inflection point—organizations are investing in technology, but haven’t yet unlocked its full potential.

Stage 3: The Palm of Your Hand

Here, the digital transformation begins to take root. Integrated platforms give teams access to real-time data and workflows through mobile apps on the go and centralized dashboards at your desk. Occupants can reserve conference rooms or submit service requests with a few taps. Engineers receive alerts on their phones the moment a system goes out of spec. Operations move from reactive to responsive.

This stage is about empowerment. You’re giving people the tools to make faster, better decisions—whether they’re managing security, HVAC, or occupant requests.

More than just technology adoption, this phase reflects a cultural shift: teams begin to trust the systems, and digital literacy becomes a key skill for everyone involved.

Stage 4: Responsive & Predictive

The final evolution stage is where true intelligence emerges. Powered by data analytics, AI, and machine learning, buildings can now predict equipment failures before they occur, detect anomalies across systems, and automatically adjust settings for optimal performance.

Preventive maintenance becomes predictive. Energy management becomes dynamic. And engineers are no longer firefighters—they’re “super engineers,” using data to enhance comfort, efficiency, and sustainability.

Imagine a building that not only tells you when the air filter needs replacing, but also forecasts how much energy you’ll save by replacing it a week early. That’s the power of predictive operations.

The Human Element: Still Essential, Now Empowered

One of the biggest misconceptions about smart buildings is that they replace people with technology. In reality, the most successful smart building implementations amplify human expertise.

Operations teams possess a deep, intuitive understanding of their buildings—knowledge that’s hard-earned and often undocumented. Modern systems don’t discard this wisdom; they capture and scale it. The result is a more resilient organization, where insights aren’t locked away in someone’s head, but embedded in digital systems that are accessible to all.

The shift from paper to digital doesn’t erase the human touch. It makes that knowledge more shareable, more actionable, and more powerful.

Why It Matters Now

With rising expectations from occupants, mounting pressure to cut costs, and growing mandates for sustainability, building operations can no longer afford to be static or inefficient. Digitally mature operations aren’t just a competitive advantage—they’re a necessity.

Smart building technology is moving from a ‘nice-to-have’ to a ‘need-to-have'. We’re not just investing in tools—we’re investing in the future performance of our assets.

Requiem for a Clipboard?

The clipboard and paper-based model isn’t gone yet—but its dominance is clearly waning. In its place is a new era of connected systems, mobile-first workflows, and AI-driven intelligence. For those ready to embrace it, the journey from clipboards to predictive insights offers not just operational efficiency, but a smarter, more sustainable, and more human future for our buildings.

Because in the end, the smartest buildings aren’t the ones with the most technology—they’re the ones where technology and people work better together.

Download the full Smart Building Journey white paper.

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