Workspace Efficiency Score | 7-Dimension Maturity Assessment

Section 1 of 7

Platform Overview

1. Current Platform

Which workspace platform does your organization primarily use?

Google Workspace (Gmail, Drive, Docs, Sheets, Meet)

Microsoft 365 (Outlook, Teams, OneDrive, Word, Excel)

Both equally (hybrid environment)

Other platform (specify below)

2. Team Size

How many people are on your team?

1–5 people

6–15 people

16–50 people

50+ people

3. Industry / Function

What industry or function best describes your work?

Sales & Business Development

Marketing

Operations & Admin

HR & People

Engineering & IT

Finance

Other

4. Your Role

Which best describes your position?

Owner / Founder

CEO

Operations Manager

IT Manager

Office Manager

Other

Section 2 of 7

Core Features & Subscription

5. Email & Calendar Adoption

How actively does your team use email and calendar features?

Basic email and calendar only

Scheduling, rules, templates

Advanced: automation, delegation, advanced search

6. Document Collaboration

How do you primarily collaborate on documents?

Email attachments (versions via email)

Shared cloud folder (Drive, OneDrive, etc.)

Real-time co-editing but with external tools

Native platform co-editing (Docs/Sheets/Word/Excel)

7. Meeting Capabilities

Which meeting features does your team actively use? (Select all that apply)

Video calls (Meet / Teams)

Screen sharing

Meeting recording

Auto-transcription / meeting notes

AI-generated summaries

8. Subscription Tier

Which tier are you currently on?

Business Starter ($7/user/mo)

Business Standard ($14/user/mo)

Business Plus ($22/user/mo)

Enterprise (custom pricing)

Business Basic ($7/user/mo)

Business Standard ($14/user/mo)

Business Premium ($22/user/mo)

Enterprise E3 ($36/user/mo)

Enterprise E5 ($57/user/mo)

Mixed / multiple tiers

Not sure

9. Time on Platform

How long has your team been using this platform?

Under 6 months

6 months to 1 year

1–2 years

2–5 years

5+ years

Section 3 of 7

AI & Automation

10. AI Feature Adoption

Which AI-powered features is your team using? (Select all that apply)

AI writing assistance (Copilot/Gemini in docs, email)

Smart replies / suggestions

Intelligent data analysis (Sheets/Excel)

Content summarization

Not using any AI features yet

11. Workflow Automation

How does your team handle workflow automation?

Mostly manual processes

Some custom workflows (scripts, Power Automate, Zapier)

Systematic automation strategy (owned, managed, maintained)

Not applicable to our work

Section 4 of 7

Collaboration & Communication

12. Team Communication Tool

What's your primary team communication platform?

Microsoft Teams channels

Google Chat & Spaces

Slack

Email (primarily)

Other

13. Knowledge Sharing

How is institutional knowledge stored and shared?

Scattered across email, messages, individual drives

Partially organized (some shared folders)

Structured (SharePoint/Sites with clear taxonomy)

Searchable knowledge base with smart search

Section 5 of 7

Feature Assessment & Gaps

14. Overall Feature Usage

What percentage of platform features does your team actively use?

Less than 20% (basics only)

20–40% (core features)

40–60% (good adoption)

60–80% (strong adoption)

80%+ (highly optimized)

15. Biggest Gaps

Which capabilities are you not using that would help most? (Select all that apply)

Workflow automation

AI features (writing, analysis)

Advanced collaboration tools

Analytics & reporting

Better mobile experience

Improved search & findability

Security & compliance features

Section 6 of 7

Barriers, Impact & Cost

16. Time Impact of Underutilization

How many hours per week does your team spend on manual tasks that could be automated?

Under 5 hours/week

5–10 hours/week

10–20 hours/week

20–40 hours/week

Not sure

17. Adoption Barriers

What prevents broader adoption? (Select all that apply)

Don't know what's available

Don't know how to use features

No time to learn

Team resistance to change

Too complex or overwhelming

Happy with current setup

Lack of clear business case

18. Monthly License Cost

Approximately how much does your organization spend monthly on workspace platform licenses?

Under $500/month

$500–$1,000/month

$1,000–$2,500/month

$2,500–$5,000/month

$5,000+/month

Not sure

19. Perceived Value

How would you rate the value you're getting from your current workspace spend?

Excellent — clearly worth what we pay

Good — mostly satisfied

Fair — some gaps in value

Poor — paying for more than we use

Not sure

Section 7 of 7

Additional Insights

20. Biggest Frustration

What's your biggest frustration with your current platform or workflow?

21. Wish List

If you could wave a wand, what would you automate or improve first?

22. Interest in Optimization

Would you be interested in a consultation to optimize your platform use?

Yes — very interested

Maybe — would need more info

No — not at this time

23. Decision Maker

Who owns platform adoption and tool decisions at your company?

Owner / Founder

CEO

Operations lead

IT / Systems lead

Department head

No clear owner

Deep Assessment.
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Deep Assessment.Your Efficiency Score.

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