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Visitor Management

Organizing an Event: Checklist, Permits & Legalities 2026

If you organize an event, you now bear more legal responsibility than you did just a few years ago. New requirements for safety documentation, GDPR obligations regarding participant data, and changes to liability rules mean that event planning has become a task where relying on an outdated checklist can quickly become costly.

Organizing an Event: The Basics

  • Public events involving a large number of people are subject to a require a permit in Germany: Depending on the state and the type of event, applications must be submitted to the relevant authority at least 12 weeks in advance
  • Since the stricter requirements took effect in 2025/2026, event organizers must actively maintain their safety documentation: In the event of a claim, anyone who cannot provide complete documentation bears the burden of proof, regardless of whether there was any fault
  • The GDPR applies to participant data when organizing an event, and specifically to event photos and video recordings as well: Without explicit consent or a documented exception, substantial fines may be imposed.
  • Event management feature: With PULT, companies can coordinate corporate events, room scheduling, and attendee management all within a single system, directly integrated with Personio, HiBob, MS Teams, and Slack.

What permits do I need before organizing an event?

As soon as you start planning an event in Germany, you’ll encounter a complex web of regulations that vary depending on the state, the type of event, and the number of attendees. The key regulations include the Public Gathering Venues Ordinance, GEMA, and guidelines from the public order office.

  • Your city or town’s Public Order Office: The first point of contact for public events. The Public Order Office generally approves the event and coordinates with other authorities as needed. Private corporate events with a fixed guest list held at an approved venue do not require a separate permit from this office
  • Department of Streets and Green Spaces (also known as the Department of Civil Engineering or the Department of Urban Planning, depending on the city): You can apply here for a special use permit for events on streets, squares, or in parks. The exact name of the agency varies by municipality. The quickest way to find the right contact is to search for “special use permit for events” on your municipality’s city portal. Many municipalities now bundle this application in the Servicekonto Deutschland
  • Business Licensing Office: If you sell food or beverages, you need a temporary permit under the restaurant regulations of the respective state. This is a separate application, independent of the event permit.

Three additional points that often come up too late in the planning process:

  • GEMA: You must register music that includes GEMA-licensed tracks in advance at gema.de, whether performed live or played from a recording. The fees depend on the size of the event and the venue area.
  • Regulation on Public Gathering Places (VStättVO): For events with 200 or more people, the relevant building authority will verify whether the venue is licensed as a public gathering place. Clarify this in advance with the venue’s landlord, because as the organizer, you are jointly liable if the operating permit is missing or has expired
  • Fire Department and Public Health Department: For events featuring stage setups or food service, the Public Order Office often requires a fire safety plan and a hygiene plan. Make sure to get written confirmation that this applies to your event.

For all applications for which your municipality offers an online portal, the following applies: The Servicekonto Deutschland consolidates many of these forms. Start the application process at least 12 weeks before the event.

What has changed for events as a result of new safety regulations and the reversal of the burden of proof?

DGUV 115-002 sets forth safety requirements for event and production technology and applies to all events where technical equipment such as stages, lighting, or sound systems is set up. Starting in 2025/2026, authorities and courts expect event organizers to actively maintain their safety documentation rather than compiling it only upon request.

This means that risk assessments, evacuation plans, protocols for briefing service providers, and participant lists must be fully documented. If you cannot present complete documentation in the event of a claim, the burden of proof falls on you. A structured documentation system in place before the event should therefore be considered a requirement that you must comply with.

How do I comply with the GDPR when organizing an event?

As soon as you register participants, you are processing personal data and therefore need a legal basis under Article 6 of the GDPR. For corporate events, this basis is generally derived from legitimate interest. In this case, the data may not be used for purposes beyond the event and must be deleted after 90 days at the latest. The only exception to the deletion period is tax-related retention requirements.

Things get more complicated when it comes to event photos and video recordings:

  • Portraits and identifiable individuals: Publication is prohibited without express consent, even in the case of seemingly harmless group photos
  • Panoramic photos of large crowds: In such cases, a legitimate interest may apply, provided that individuals are not recognizable.
  • Online events and recordings: If you record events or meetings , you must inform participants in advance and obtain their consent. Starting a recording without prior notice is a violation of the GDPR.

When registering, provide a consent form that explicitly asks for permission to take photos and record videos. The same rules apply to hybrid events—that is, formats in which some participants join remotely—with the addition of recording requirements under data protection law.

Organizing an Event Step by Step: The Checklist

What tools can help with organizing events?

When it comes to organizing your event, three categories of tools cover the most important planning areas: tools for checklists and risk analysis, online portals for submitting official applications, and office management platforms for room scheduling and attendee management.

  • Checklists, AI: Use our event checklist and consult an LLM (Claude, Gemini, ChatGPT, etc.) to research the local and municipal requirements or guidelines specific to your state, as these cannot be summarized in a single, universal list.
  • Online permit portals: The Servicekonto Deutschland and municipal application portals allow users to submit permit applications via browser-based forms. However, availability varies by state.
  • Office management platforms with event features: A direct link between event planning, room management, and attendee management saves you the hassle of back-and-forth coordination.

PULT combines room booking, guest management, and catering into a single platform. You can book rooms, filter by capacity and amenities such as projectors or whiteboards, reserve areas on the interactive office map for your event, and add catering directly during the booking process. 

  • Rooms, catering, parking, and guest workstations—all in one booking.
  • Guests check in at the kiosk, and the host immediately receives a notification in Slack or Microsoft Teams.
  • At the reception desk, guests sign NDAs, photo release forms and receive a visitor badge and privacy notices.
  • In an emergency, PULT generates an Emergency Export of all currently present individuals at the push of a button.
  • The weekly planner shows in advance how many employees will be in the office on the day of the event, so that room planning and space utilization can be coordinated.

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Hybrid Work

The 20 best apps for the office for businesses, home offices, and hybrid work

20 office apps for communication, task and project management, office work, visual collaboration, file management, PDF editing, scheduling, personal time management, design, passwords, and expense management.

Category: Desk Booking

PULT

PULT is an app for workplace and room booking. Employees can use a digital office plan to select available workstations, rooms, and zones and make binding reservations for themselves. In addition, it is possible to see who is working in the office on which day, which facilitates coordination within the team.

Bookings can be made via browser, smartphone, tablet, laptop, or integrations such as Slack or Microsoft Teams.

In addition to booking, the software also offers functions for office and space management, such as evaluations of the use of individual rooms and zones or of general office utilization.

  • Workplace booking in open-plan offices and desk sharing models
  • Overview of attendance in the office
  • Planning and optimization of land use

Category: Communication & Meetings

Slack

Slack is an app for team communication and is used in many companies as an alternative or supplement to email. The tool organizes communication in channels that can be created based on topics, projects, or departments. In addition, direct messages, group chats, and integrated audio and video huddles are available.

One important advantage of Slack is the large number of integrations. Services such as Google Workspace, Microsoft 365, project management tools, and CRMs can be connected directly, allowing information and notifications to converge in one place. Files can be shared and commented on within channels, keeping discussions and context transparent.

Microsoft Teams

Microsoft Teams is a platform for internal communication and collaboration that can be installed as an app. It offers chat, video and audio conferencing, file sharing, and collaborative document editing within Microsoft 365. 

Channels and team rooms allow conversations, files, and workflows to be organized by topic. Meetings can be held using features such as screen sharing, recording, and integrated Microsoft whiteboards. Close integration with Outlook, SharePoint, and OneDrive allows appointments, emails, and files to be accessed directly from Teams.

Category: Task & Project Management

Asana

Asana is a work and project management platform in the form of an app that can be used to plan and track tasks, projects, and workflows. Teams create projects, describe tasks, assign responsibilities, and set deadlines. The work can be displayed in different views, such as a list, board (Kanban), timeline, or calendar. 

Asana positions itself as a central hub for status overviews and goal tracking. The service also offers automation and reporting features and, in newer versions, AI-supported assistance with workflows and evaluations.

ClickUp

ClickUp is a work management platform that organizes tasks, projects, and processes in a single interface. The app combines task lists, Kanban boards, Gantt views, calendars, simple documents, and (depending on the plan) time and goal tracking. Tasks can be assigned to responsible parties, due dates, priorities, and custom fields.

ClickUp is typically used for planning and managing projects in teams, mapping recurring business processes in boards and lists, and providing a comprehensive overview of tasks, statuses, and responsibilities.

monday.com

monday.com is an app that teams can use to organize tasks, projects, and workflows in table and board views. Data points are maintained in rows and columns and can be transferred to different views (timeline, calendar, Kanban, charts). Automations and integrations help standardize notifications, status changes, or transfers between systems.

monday.com is used for project, campaign, and task planning in teams, for building pipelines in sales, recruiting, and content, and for workflows with simple automations.

Todoist

Todoist is a task list app for personal and team organization. Tasks can be grouped into projects and assigned due dates, recurring dates, priorities, and labels. Filter and search functions help you sort tasks by context, date, or importance.

With Todoist, you can organize your personal tasks in the office and on the go, create simple to-do lists for small teams or projects, and map out recurring tasks and routines.

Air table

Airtable combines the operating concept of a spreadsheet with a database function. Users manage information in tables that can be linked to each other via relationships. Different views such as grid, Kanban, calendar, Gantt, or forms can be created for the data; simple automations and integrations connect Airtable to other tools.

In Airtable funktioniert die Verwaltung von Projekten, Content-Plänen, Assets oder Kontakten, der Aufbau individueller kleiner Datenbanken ohne eigene Entwicklung sowie Reporting und Übersichten über Prozesse auf Basis einheitlicher Daten.

Category: Knowledge, Documentation & Collaboration

Notion

Notion is a work environment that combines notes, documents, wikis, databases, and task management in one app. The tool is used to document knowledge, build internal wikis, and manage projects with related information in one place. 

In Notion, content is organized on pages that can be freely structured (text, tables, checklists, relationships, database views). This allows teams to map project plans, meeting notes, knowledge bases, and dashboards in a single interface.

Category: Productivity Suites & Office

Google Workspace

Google Workspace is a suite of cloud-based productivity and collaboration tools. It includes Gmail, Google Calendar, Drive, Docs, Sheets, Slides, Meet, and Chat, which can be installed as apps. The goal is to bring email, files, communication, and collaboration entirely into the browser. 

Documents are stored in Google Drive and can be edited by multiple users simultaneously. Video and audio conferences are possible via Google Meet, Google Calendar is used for scheduling appointments, and Gmail serves as an email tool.

Category: Workshops, visual collaboration & design

Miro

Miro is an online whiteboard for visual collaboration in the form of an app. Users can place and organize sticky notes, text, shapes, lines, and other elements on a digital board that can be zoomed in and out freely. The tool is suitable for brainstorming, workshops, process visualization, and planning in distributed teams. 

Miro provides many templates, such as for flowcharts, customer journey maps, retrospectives, and roadmaps. Content can be edited collaboratively in real time, including comments and presentation mode. 

Figma

Figma is a design and prototyping app that is mainly used in a browser (web app). Teams create user interfaces, layouts, and prototypes and can collaborate on files in real time. Comments, version histories, and component libraries enable consistent design and coordination between design, product management, and development.

With Figma, you can design user interfaces for web and mobile applications, create clickable prototypes for testing and approval, and maintain designs with reusable components.

Canva

Canva is an app that can be used to create graphics, presentations, social media posts, and simple documents based on templates. Content is compiled using drag-and-drop in an editor that provides fonts, shapes, stock photos, videos, and other elements. The app is designed for non-designers and enables quick results and exports.

With Canva, you can create presentations, flyers, and simple marketing materials, as well as content for social media, internal communications, or training materials. You can customize all designs to match your own corporate design (logo, colors, fonts).

Category: Files, Storage & Documents

Dropbox

Dropbox is a cloud storage service that stores, synchronizes, and shares files online. Users store files in a local Dropbox folder, which is synchronized with the cloud so that content is available on different devices and via a web interface. Additional management features are available for teams, such as assigning permissions and structuring team folders. 

One focus is on file sharing: files and folders can be shared via links. Depending on the plan, password protection, expiration dates, and restrictions on download options for shared links can be used, among other things.

Adobe Acrobat

Adobe Acrobat includes applications and services for viewing, editing, and managing PDF documents. Users can create PDFs, add comments, edit content, convert documents to other formats (e.g., Word, Excel, PowerPoint), and fill out forms. In conjunction with the mobile scanning app, paper documents can be captured with a smartphone and processed directly as PDFs.

Adobe Acrobat enables you to process and annotate contracts, quotes, and documents, merge, split, and convert PDF documents, and digitize paper documents and forms.

Category: Scheduling & Time Tracking

Calendly

Calendly is a web app for automated scheduling. Instead of coordinating appointments via email, users create a personal booking link that others can use to select an available slot in their calendar. Calendly checks availability against connected calendars (e.g., Google Calendar, Outlook) to avoid double bookings. 

The user specifies when they are generally available (e.g., weekdays, times, buffer times) and defines different event types, such as a 30-minute initial consultation or a 60-minute internal meeting. Calendar entries are automatically created for confirmed appointments; common video conferencing solutions such as Zoom, Google Meet, or Microsoft Teams can be integrated directly, so that a separate conference link is generated for each meeting.

Toggl Track

Toggl Track is a time tracking app that focuses on projects, clients, and activities. Users start and stop timers or record times manually; entries are assigned to projects, clients, tags, or tasks. This allows working hours to be evaluated in detail, for example for billing, budget control, or internal analyses.

Typical features include daily, weekly, and project overviews, reports by customer/project/activity, and export options (e.g., as CSV or PDF).

Category: Security & Passwords

Bitwarden

Bitwarden is a password manager app that stores login details, secure notes, and other confidential information in encrypted form. Users create entries (login, password, URL, note) and can organize them into collections. Browser extensions and apps support the automatic filling in of login details on websites and in applications.

Bitwarden uses a zero-knowledge model: data is encrypted on the client side; due to the architecture, the provider has no access to the decrypted content. The service is available as a cloud solution, but can also be self-hosted in certain plans. For teams and companies, there are organizational functions for sharing vaults, managing access rights, and policies.

Category: Asynchronous communication (video)

Loom

Loom is an app for asynchronous video communication. Users can record their screen, camera, and microphone and share the resulting video via a link. This allows them to provide status updates, explanatory videos, or feedback without having to schedule a live meeting.

Recordings can be annotated with comments and reactions; viewers can watch the video in their browser without having to download any files. Loom is particularly suitable for product demos, walkthroughs of documents or processes, and for explaining complex topics that would be difficult to understand in text form alone.

Category: Expense & expense management

Pleo

Pleo is a corporate expense app that combines physical and virtual corporate cards with expense and receipt tracking via a smartphone app. Employees pay with Pleo cards and then take a photo of the receipt; the transaction is assigned to the expense and can be categorized, assigned to projects, or annotated with notes. Overviews, exports, and interfaces to common accounting software are available for bookkeeping purposes.

Pleo offers management of employee expenses and ongoing expenditures, simplification of receipt collection and accounting preparation, and an overview of costs by cost center, project, or team.

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Office Insights

Designing the perfect office: lighting, ergonomics, layout, and technology

With a well-thought-out office design, you can set up your workplace in such a way that you can work with greater concentration, have fewer distractions, and make full use of the space.

Designing office space: the most important points in brief

  • Position your workspace in natural light: Place your desk sideways to the window to avoid glare.
  • Ergonomics: Height-adjustable desk, adjustable chair, monitor at eye level, short distances to keyboard and mouse.
  • Divide the room into zones: Clearly separate areas for concentrated work, interaction, relaxation, and storage.
  • Acoustics: Use carpets, partitions, acoustic panels, and plants; relocate noisy activities to quiet rooms.
  • Lighting: Basic lighting plus workstation lighting for uniform brightness and fatigue-free working.
  • Storage space: Store everyday items within easy reach, store infrequently used items in closed cabinets, clear categories and fixed cable routes.

Step 1: Describe what you want your office to be able to do

Gather all activities, equipment, space requirements, and your budget for designing the office space. This works for an individual office as well as for an office for your team or an open-plan office.

  • Activities: How much time do you spend in front of a screen? How often do you have video calls or phone calls? Are meetings held in person?
  • Work equipment and documents: What equipment do you use on a daily basis? What documents do you need? Are sketches or illustrations created?
  • Space requirements: What needs to be accommodated in the room next to your desk? Are cabinets or visitor seating required?
  • General conditions: What is your budget for designing the office space? Will you carry out the redesign in one step or split it up?

Step 2: Plan the floor plan and layout

Start with the desk and position it sideways to the window. This allows you to use daylight without reflections on the monitor. Avoid positions directly in front of radiators, doors, or passageways, as these cause drafts and unrest. You can ensure a very peaceful environment by furnishing your office according to Feng Shui principles.

  • Define functional zones: Divide the room into a workspace, an area for communication (e.g., with customer visits) if necessary, and storage space.
  • Route: Can the chair roll freely? Are doors, windows, and cabinets accessible without obstacles? Is the route to the workplace clear?
Tip: In open-plan offices, you should plan the zoning very carefully. Zones with individual workstations for concentrated work should be located away from team areas or telephone areas. You can organize this in a space-saving yet appealing way via desk sharing.

Office layout options

You can adapt these basic shapes to the size of the room:

  • Wall workstation: Suitable for small rooms. The desk stands against a wall, saving space.
  • Window-side workstation: Ideal for good lighting. The desk is positioned parallel to the window, creating a calm line of sight.
  • Island or center placement: Useful for larger rooms or team use. The table stands freely in the room and allows for flexible extensions.

Step 3: Implement ergonomics

For an office that is used almost exclusively by yourself, you can adjust the desk and chair to suit your height and preferred sitting position. In open-plan offices, every workstation should be equipped in the same way so that different users can also set themselves up comfortably.

  • Adjusting seat and table height: Adjust the seat height so that your feet are flat on the floor and your legs form an open angle. Adjust the table height or your seat height so that your forearms can rest horizontally without your shoulders rising.
  • Use the backrest and armrests: Lean back completely against the backrest. Adjust the armrests so that they support your forearms and relieve pressure on your shoulders.
  • Position the monitor at eye level: The top edge of the screen should be approximately at eye level. The distance should be about an arm's length away. If you are using a laptop, combine it with an external keyboard, mouse, and a riser.
  • Place the keyboard and mouse close to your body: Both input devices should be directly in front of you so that your arms remain close to your body and you do not adopt a sideways evasive posture.
  • Change positions: Switch regularly between sitting, standing, and short periods of movement. Even short breaks can relieve strain on your back and neck.

Ergonomics in open-plan offices: Equal equipment for all

In open-plan offices, all workstations should be set up in the same way:

  • height-adjustable desks
  • adjustable office chairs
  • Monitor arms or stable monitor stands
  • Docking stations or universal adapters
  • Identical peripherals (keyboard, mouse, headset holder)

This enables ergonomic working for everyone and prevents large differences in quality between individual workstations.

When every workstation is equipped with identical technology, different users can quickly set it up without having to search for or reconnect anything. This enables active desk sharing and ensures that every workstation is ready for immediate use.

Step 4: Plan your lighting concept

Light has a direct effect on human well-being and can have a positive influence on concentration.

  • Daylight: Position your desk sideways to the window. This will help you avoid glare on your screen while still taking advantage of natural light. Make sure that direct sunlight does not fall on your work surface. If necessary, use light curtains or an adjustable sunshade.
  • Basic lighting for the room: Uniform ceiling lighting prevents harsh shadows and reduces eye strain. It should illuminate the entire room without causing glare.
  • Workplace lighting: Use an adjustable table lamp. Position it so that it does not shine on the monitor and your writing or reading area remains clearly visible. For right-handed people, it makes sense to have the lamp on the left, and for left-handed people on the right.
  • Light color and brightness: Neutral white light is suitable for working at a computer screen. It supports consistent perception without significant color distortion. Ensure that the brightness can be adjusted to suit daylight conditions and the task at hand.
  • Shadows and reflections: Use matte surfaces to reduce reflections. Check whether windows, lamps, or bright surfaces are reflected in the monitor. Small adjustments to the position of the desk or screen are often enough to eliminate distractions.
  • Video calls: For a clear video image, your face should be lightly lit from the front. Side lighting creates more natural contours than direct light from above.
  • Combine light sources: Use basic lighting, workplace lighting and, optionally, a third light for shelves or a wall. The combination makes the room appear less flat and improves orientation and concentration.

Step 5: Select colors, materials, and style

Light wall colors such as white, off-white, or light gray create a clear and calm office environment. They reflect light well and ensure even lighting. All other colors and the choice of materials have an impact on well-being in the office.

  • Accent colors: Use selected accents to create orientation or highlight certain areas. A single wall, a piece of furniture, or smaller elements are sufficient. Too many colored surfaces tend to create unrest.
  • Select materials based on usage: Work surfaces should be robust and easy to clean. Matte table tops prevent reflections. Chairs and frequently touched elements should be durable and easy to clean.
  • Textiles for better acoustics and atmosphere: Carpets, curtains, and textured fabrics absorb sound and improve room acoustics. At the same time, they add a pleasant tactile quality to the room.

Four simple styles:

  • Scandinavian: Light colors, natural wood, clean lines. Good for quiet work environments.
  • Modern minimalist: Neutral colors, smooth surfaces, minimal decoration. Reduces visual distractions.
  • Natural/Biophilic: Wood, plants, muted green tones. Ensures a balanced indoor climate.
  • Industrial: Metal, darker tones, rougher surfaces. Works well in larger rooms or lofts.

Step 6: Plan storage space and organization

You can determine your personal storage space requirements based on your current office situation. Don't expect to need significantly less, even if you plan to declutter before the redesign. For open-plan offices with desk sharing, there are many ways to make your employees' daily work easier.

  • Sort storage space according to use: Keep things you need every day within reach. Documents you rarely need can be stored in closed cabinets.
  • Combine open and closed storage: Use open shelves for quick access and closed compartments for things that are visually distracting or need to remain confidential.
  • Tidy up cables: Use cable ducts or Velcro strips. This will visibly tidy up your workspace.

Storage space in open-plan offices and desk sharing

Step 7: Acoustics and indoor climate

Quiet and subdued acoustics promote concentration and improve speech intelligibility in video calls. Acoustically active elements can be used in both your personal office and in an open-plan office.

  • Reduce reverberation: Use elements that absorb sound: carpets, curtains, upholstered furniture, or wall absorbers. They reduce reverberation and improve speech intelligibility.
  • Identify sources of noise: Check which sources in the room are causing disturbance: printers, fans, hallway or street noise. If possible, move loud devices to adjacent rooms.

Acoustics in open-plan offices and desk sharing

  • Zones for different activities: Separate concentrated work, exchanges, and meetings spatially. Quiet workplaces require acoustic shielding. 
  • Acoustically effective furnishings: Use room dividers, partition walls, textile surfaces, ceiling panels, or acoustic ceilings for sound absorption. Large plants or green partitions also have a dampening effect.
  • Provide quiet areas: Telephone booths and small meeting rooms prevent conversations and video calls from disturbing colleagues.

Designing offices for desk sharing

Desk sharing requires a different office structure than a traditional open-plan office, but offers significant advantages for both employers and employees. Workstations that were previously assigned to individual employees are no longer necessary. Instead, the entire office space can be redesigned to benefit employees.

  • Quiet zones for concentrated work: Individual workstations with acoustic shielding.
  • Exchange and workshop areas: Open spaces, rollable tables, and furniture that can be freely arranged.
  • Private spaces: Phone booths and small meeting rooms for conversations and video calls.
  • Break areas: Lounges or kitchen areas for relaxation and socializing.

PULT is your booking software for desks, rooms, and zones. With PULT, you can offer your employees the security and freedom to book suitable spaces at any time.

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Hybrid Work

Successfully building and leading cross-functional teams

A cross-functional team operates largely independently of external decision-makers and therefore works faster than interconnected departments.

Cross-functional teams: The most important facts in brief

  • Cross-functional teams combine multiple skills to be able to work on a result area completely and independently.
  • You make decisions directly within the team, which improves speed and quality.
  • A cross-functional team is worthwhile if there is a clearly defined area of responsibility, sufficient work volume, and genuine decision-making authority.
  • Advantages arise primarily from shorter decision-making processes, greater accountability, and better coordination between specialist perspectives.
  • Difficulties arise when roles, responsibilities, or decision-making processes are unclear, or when individual specialized roles become bottlenecks.

What is a cross-functional team?

Cross-functional teams are groups in which many areas of expertise are combined in such a way that they can jointly take responsibility for a clearly defined goal ("end-to-end"). To do this, the team needs all the essential skills to plan, implement, test, and deliver without external dependencies.

  • Pooling of expertise: The team covers all the skills necessary to achieve the objectives.
  • Shared responsibility: Success and quality are the responsibility of the entire team, not individual functional areas.
  • Few dependencies: Transfers to other departments are eliminated or greatly minimized.
  • Focus on outcomes: The team works on a defined set of outcomes with measurable benefits, rather than on isolated tasks.

Difference between cross-functional and functional

Classically functionally organized teams include people with the same expertise in one department, such as development, marketing, or design. In this model, working on a product or project requires multiple handovers between units. Decisions take longer because each department has its own priorities, processes, and responsibilities.

Cross-functional teams break down this structure. They combine the relevant roles so that a result area can be handled entirely within the team. This eliminates the need for a lot of coordination across departmental boundaries. Decisions are made where the expertise is available.

When is it worthwhile to set up a cross-functional team?

Setting up or deploying a cross-functional team is worthwhile for your company if an area is so clearly defined that the team can handle it from start to finish on its own.

This always works very reliably when there is enough work in this area and, as a rule, no decisions by external bodies are necessary. Under these conditions, a cross-functional team works faster, requires less coordination, and takes responsibility for results.

Good conditions for a cross-functional team:

  • The result can be described very precisely. Examples: a product module, a complete ordering process, or addressing a target customer group.
  • The objective remains stable. There is a robust framework for decision-making and planning.
  • There is a constant flow of work in this area. The team remains continuously busy.
  • All core competencies can be brought into the team. Depending on the area, these include, for example, development, UX, data analysis, or marketing.
  • The team can prioritize independently. Decisions do not have to be constantly sought from managers or committees.
  • Dependencies on other teams are manageable. The team can carry out most steps itself.

These prerequisites immediately reveal the advantages of a cross-functional team:

  • The team does not waste time on handovers or waiting for decisions.
  • It can map the entire process internally.
  • The work and deadlines can be planned very accurately.
  • The team's working methods bring them very close to the customer, enabling them to understand and serve them better.

What difficulties frequently arise in cross-functional teams?

Cross-functional teams solve many internal coordination problems, but they also bring their own difficulties. Most of these arise when roles, decision-making processes, or responsibilities are not (yet) well defined. If this is the case, the team may lose momentum and encounter recurring conflicts.

  • Unclear responsibilities: If it is not clearly defined who makes decisions within the team or which role is responsible for which area, delays and conflicting expectations arise.
  • Conflicts between different professional perspectives: Different disciplines sometimes pursue different goals and apply different evaluation standards. This can lead to discussions about priorities and approaches.
  • Specialists become bottlenecks: Individual specialists, for example in data, infrastructure, or legal matters, quickly become the point where tasks pile up.
  • Different working methods within the team sometimes lead to additional work and misunderstandings.

How do I build a high-performing, cross-functional team?

When setting up a cross-functional team, you should describe the goal or outcome of the working group in great detail, assemble the necessary members based on their roles and skills, and then define responsibilities, decision-making processes, and workflows.

Step 1: Define the result/goal

The objective forms the basis of the team and determines which tasks and decisions are its responsibility.

  • Very precise formulation of the area of responsibility, for example, "Creation and optimization of the checkout process."
  • Clear demarcation from other teams to prevent overlap
  • Set measurable goals that provide guidance for planning and prioritization.

Step 2: Define roles and responsibilities

A cross-functional team must cover all the skills required to work independently on the objective.

  • Determination of core roles, such as product management, development, UX, data analysis, or marketing
  • Assignment of responsibilities per role so that responsibilities are clear
  • Determining how roles with a relatively small project share and time requirement can be integrated.

Step 3: Clarify responsibilities and decision-making processes

  • Determining which decisions the team makes itself and which are made externally
  • Disclosed framework for prioritization and goal setting
  • Binding formulation of quality standards and acceptance criteria

Step 4: Agree on working methods and processes

  • Common workflow such as Kanban or Scrum with defined steps, agile working
  • Regular coordination meetings such as planning, review, and retrospective
  • Uniform documentation standards to ensure that information remains accessible in the long term

Step 5: Manage participants and contributors

A cross-functional team needs agreements on how it will work with other departments.

  • Overview of all contributors and their requirements
  • Established process for how tasks are assigned to the team, for example via intake forms or a prioritization meeting.
  • Agreed format for status reports and expectation management

How do I lead a cross-functional team?

As the leader of a cross-functional team, ensure that you provide your team with a workflow in which, as far as possible, all decisions can be made quickly and efficiently. 

At the outset, binding ground rules should be established to structure the daily work routine. These include:

  • Coordination channels for technical and organizational issues
  • Expectations regarding documentation and communication
  • Dealing with conflicts and differences in decision-making
  • Rules regarding periods of concentrated work and availability

It is then your job to ensure positive cooperation and create a working atmosphere that leverages the strengths of a cross-functional team:

  • Address contradictions immediately, argue professionally and objectively, and do not postpone decisions.
  • Check in regularly, but briefly. Use boards that show the status of the work.
  • Define how you handle synchronous and asynchronous communication and how quickly feedback can be expected.
  • Give each team member decision-making authority and discuss decisions in reviews.

How can I provide suitable spaces for multiple cross-functional teams?

As an employer, you are faced with the task of providing suitable working conditions for several cross-functional teams without having to permanently reserve separate spaces for each team.

Since many employees in marketing, development, product, or consulting regularly work remotely, traditional, permanently assigned team rooms are hardly economical anymore. Actual utilization would be low, while costs would be high.

A suitable approach is to switch to desk sharing and bookable team zones. This involves using workstations, rooms, and team areas via a booking system instead of assigning them permanently. Your teams reserve areas exactly when they want to work together in person, for example for planning, reviews, workshops, or coordinating results.

The advantages of bookable team zones, rooms, and individual workstations: 

  • Lower vacancy rates: Fixed desks often remain unused in hybrid working models. Bookable workspaces avoid these idle times.
  • Even as you grow, there is no need to rent new office space, as your teams can easily share the existing facilities.
  • Your teams can select spaces that suit the task at hand, for example, for focused individual work, group discussions, workshops, or hybrid meetings.
  • Using the booking software, your teams can ensure that the required zones and rooms are available as soon as they start working on site.
  • Rooms and zones can be quickly adapted to different team sizes and tasks, which was not possible with previously defined areas.

PULT is your booking software for desks, rooms, and zones. With PULT, give your cross-functional teams the security and freedom to book suitable spaces at any time.

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Hybrid Work

Agile work made simple: methods and benefits

Agile work is an approach in which teams complete small units of work, review interim results on a regular basis and make adjustments immediately. This makes the approach particularly suitable for tasks where information and insights emerge gradually.

Agile work: key takeaways

  • Agile work means: completing tasks in small, reviewable steps and adjusting decisions regularly based on current interim results.
  • Core elements of agile work: short cycles, clear priorities, transparent workflows and consistent feedback.
  • Scrum and Kanban: the most widely used methods in agile work.
  • When agile work is most effective: when requirements evolve during the process, feedback is readily available and the team is expected to make decisions independently.

What does agile work stand for?

Instead of relying on one large overall plan, agile work is based on short work cycles that are reviewed continuously. This iterative approach creates a rhythm in which feedback can be incorporated at any time.

  • Kurze Zyklen: Arbeit wird in überschaubare Schritte geteilt.
  • Feedback: Ständig werden Zwischenergebnisse sichtbar und Rückmeldungen können einfließen.
  • Fortlaufende Verbesserung: Teams passen ihr Vorgehen und die Prioritäten regelmäßig an.
  • Offenheit: Aufgaben, Fortschritte und Hindernisse werden offen dargestellt.

How does agile work unfold?

Work is continuously prioritised, made transparent and adjusted based on the information available at that moment. This creates an approach that stays focused on the goal while allowing plenty of room for adaptation along the way.

  1. Clarify the goal or problem: Start with a defined goal or a problem that needs solving, for example developing an app.
  2. Prioritise the work packages: Gather the required tasks, assess them and sort them by importance.
  3. Plan short work cycles: The team decides which tasks will be tackled in the next cycle, such as a sprint or a week.
  4. Execute in small steps: The work packages are completed step by step. Dependencies and obstacles become visible early.
  5. Review results and gather feedback: Results are presented, checked and compared with user expectations or client needs.
  6. Adjust the approach (retrospective): The team reflects on what worked well and what did not, then adapts its way of working accordingly.

Which routines are typical in agile work?

  • Daily stand up: a short daily meeting of about fifteen minutes to set priorities and discuss any current obstacles.
  • Planning sessions: the team decides which tasks will be completed in the upcoming cycle.
  • Review or demo: the team presents interim results and receives immediate feedback.
  • Retrospective: a meeting focused on continuously improving collaboration and working methods.

Which methods are used in agile work?

The best known methods in agile work are Scrum and Kanban. They differ in structure but share the same goal: they make planning transparent, show how results become visible and ensure that feedback shapes the next steps.

Scrum

Scrum organises work in fixed iterations known as sprints, including defined roles, events and deliverables. A sprint lasts between one and four weeks and always ends with a result that can be reviewed.

Core elements of Scrum:

  • Fixed cycles: work is planned and completed in sprints.
  • Roles: Product Owner (prioritisation), Scrum Master (process), Developers (implementation).
  • Transparency: backlogs, goals and progress are kept visible at all times.
  • Feedback: each sprint ends with a review of the result and adjustments to the approach.

Scrum is especially suitable when requirements are dynamic, meaning they cannot be fully defined at the start and must be reviewed regularly.

Kanban

Kanban improves the flow of work without relying on fixed iterations. Tasks are shown visually on a board and move through defined process steps.

Core elements of Kanban:

  • Visualisation: tasks are displayed on a board so the current state of work is always clear.
  • Work in progress limits: each stage has limits to prevent overload and keep the flow steady.
  • Continuous flow: work moves through the process without fixed cycles.
  • Ongoing improvement: teams analyse bottlenecks and refine the workflow over time.

Kanban is particularly well suited to areas with continuous workflows, for example support, operations, marketing or HR.

What conditions are needed for agile work?

Teams that work in an agile way align themselves with the current goal, need the freedom to make decisions, require transparent workflows and rely on a team culture where open feedback is possible.

  • Goals and priorities: teams need a shared understanding of what they are working on and why. Priorities must be clear and reviewed regularly.
  • Decision making freedom: agility requires that the team can make decisions within defined boundaries.
  • Visibility of work and progress: tasks, status and current bottlenecks should be transparent at all times.
  • Cross functional skills: the team should cover as many required capabilities as possible.
  • Psychological safety: team members must be able to raise issues without fear of negative consequences. Only then will problems, mistakes and obstacles be shared openly and resolved.
  • Stakeholder involvement: feedback from customers, users or subject matter experts must be available and must genuinely influence decisions.

Examples of agile work

Example 1: Scrum – Developing a New Filter Feature

A SaaS provider runs a booking platform for seminars and training sessions. Customers regularly request faster filtering by criteria such as duration, format, or location.

Way of working:

  • The product team works in two-week sprints.
  • The sprint goal is an initial working filter for three criteria, without final design.
  • Filter selection and result logic are implemented as separate work packages.

Result after two weeks:

  • A simple, working filter panel for format (live / online), price range, and date.
  • The interface is not final, but fully functional and testable.
  • Users can filter real courses in a test environment and give feedback.

Outcome:

  • The team learns which filter combinations matter most to customers.
  • Technical feasibility is clarified before complex design begins.
  • Feedback is based on a real, working prototype.

Example 2: Kanban – Improving a Marketing Campaign Workflow

A marketing team manages ongoing campaigns for several product areas. Without a clear structure, tasks often pile up in the review stage, causing delays in releases.

Way of working:

  • The team introduces a Kanban board with the columns “Briefing”, “Concept”, “Creation”, “Review” and “Finalisation”.
  • The “Creation” and “Review” stages have WIP limits of three tasks each to make bottlenecks visible early.
  • Campaigns are planned as individual tasks, such as “create LinkedIn visual” or “improve ad copy”.

Result after four weeks:

  • The average turnaround time for a standard campaign element drops from twelve to seven days.
  • Significantly fewer tasks pile up in the review stage due to enforced WIP limits.
  • A graphic design bottleneck becomes visible and can be addressed through prioritisation or short-term support.

Benefits:

  • Campaigns launch more reliably and on time.
  • Capacity gaps are identified earlier and handled proactively.
  • The workflow becomes more stable and predictable without additional meetings.

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