Easy deployment to support a new way of working
As RTD Financial transitioned to a hybrid working model, managing shared desk space became an important operational consideration. By implementing Clearooms, the firm introduced a straightforward, intuitive system that employees quickly adopted — helping to support flexibility while keeping management and administration to a minimum.
It’s one of those tools we don’t have to think about — it just does what we need it to.
Kevin Cremi, Chief Compliance Officer & COO, RTD Financial
- Financial Services Industry
- Philadelphia Location
- ~2 hours Setup time
Background
RTD Financial is a Philadelphia-based wealth management firm providing financial planning and investment advice to individuals and organisations.
Following the pandemic, the firm consolidated multiple office locations into a single central office and introduced more flexible ways of working. With employees no longer assigned permanent desks, ensuring workspace could be shared efficiently became a key priority.
The Challenge
As the new hybrid working model was introduced, coordinating desk usage created new challenges across the organisation.
RTD Financial needed a solution that could:
- Support desk sharing within a flexible working environment
- Be simple to deploy and manage internally
- Provide clear visibility over workspace availability
- Integrate with existing tools such as Microsoft Teams
- Offer a cost-effective model suited to hybrid working across a large headcount
An initial attempt to use Microsoft Bookings proved too complex, requiring workarounds that limited its effectiveness.
The Solution
After reviewing a number of desk booking platforms, Clearooms stood out for its simplicity, ease of use and flexible pricing model.
Charging based on desks rather than users made it particularly well suited to RTD Financial’s hybrid approach, allowing the firm to manage costs while maintaining flexibility as the team grows.
It checked all the boxes we needed and was both easy to use and integrate — it quickly became a very clear decision.
Kevin Cremi, Chief Compliance Officer & COO, RTD Financial
Implementation
Clearooms was implemented smoothly and quickly, with the process being managed entirely in-house.
Using an existing office floor plan, desks were mapped and configured alongside booking rules such as advance booking windows and cancellation settings. The intuitive interface meant the platform was up and running in a matter of hours.
There was no real friction… it probably took two hours to get everything set up and ready to go.
Kevin Cremi, Chief Compliance Officer & COO, RTD Financial
Ongoing use & support
Clearooms continues to support RTD Financial’s day-to-day operations, with regular updates and improvements delivered over time.
The RTD team highlights the responsiveness of support, with queries handled quickly and efficiently whenever needed.
Support has been great, responses are always quick, helpful and on point.
Kevin Cremi, RTD Financial
Future plans
As RTD Financial continues to grow, workspace requirements will naturally evolve alongside increased hiring and potential office expansion.
Clearooms provides a proven and flexible foundation to support these changes, allowing desks and layouts to be added and adjusted easily as needed, as well as offering additional functionality to manage meeting rooms, room services and parking spaces should future needs arise.
The Results
Clearooms has quickly become part of everyday operations, supporting the firm’s new hybrid working model in a simple and reliable way. Key outcomes include:
- Low administrative overhead Setup and ongoing management require very little internal resource.
- Fast user adoption Employees began using the system immediately with minimal onboarding.
- Improved coordination Staff can easily plan office days and secure workspace in advance.
- Flexible, scalable approach The platform can adapt easily as workspace needs evolve.
- Consistent and reliable performance A dependable system that works without disruption.
Let’s get started! Book your free Clearooms demo today
Request a free demo today to find out more about how you can optimise your workspace with Clearooms.
You can also sign up for a FREE no-obligation trial – giving you use of all of Clearooms’s features for free, for one month. There’s no up-front payment required, and you’re under no obligation to subscribe afterwards.
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