Morningstar Workplace

This global financial services company wanted to introduce their Sydney employees to more agile ways of working – increasing connectivity and collaboration and setting an example for their other international locations to follow.

To get there, they faced a few challenges, including regulations requiring physical separation between some teams to avoid potential conflicts of interest – an obstacle for typical activity-based working configurations.

Our strategy and design teams helped Morningstar overcome these hurdles, tailoring a process that allowed us to draw crucial insights from their people – and designing solutions such as buffered work zones for groups that needed it.

Our concept emerged from our team’s first-hand observations and experiences while immersed in the Sydney office. We studied the way people worked and interacted, surveyed staff, took them on guided tours of activity-based workplaces and facilitated workshops to form a shared vision.

Understanding those personal experiences helped us design the right kind of flexible, productive workplace for their people and set up the organisation for a smooth transition.




Gadigal Country
Sydney, Australia







Design team

David Whittaker, Emily Moss, Evodia Alaterou, Priscilla Kwok, Jason Pante


Nicole England

I’m very proud to bring family, friends and clients to the office, which is awesome.”

Morningstar employee Comment from exploration survey
79% think the environment is helping the company evolve into a more nimble, innovative and tech-based business
74% of Morningstar’s people love the workplace
72% agree or strongly agree that the new workplace is fostering a community built around knowledge sharing

One of the biggest challenges was debunking myths about activity-based working, which many people equate with hot-desking’.

These flexible arrangements can make some employees anxious about losing a sense of ownership and control over their working space.

Careful thinking and planning for the change management process was crucial to the project’s success.

The new workplace is the perfect match for Morningstar’s needs and aspirations.

Teams now work in small neighbourhoods’, while groups that require separation – due to regulations – have their own zones, buffered by support functions to protect confidentiality.

Collaboration spaces are located in high-traffic, mixed-use areas – close to the action and away from quiet spaces for focused or individual work. 

A typical post-occupancy evaluation only looks at how spaces are performing. For Morningstar, we took a more holistic approach, exploring aspects beyond space too – like culture and technology. 

In our post-move review, we identified quick wins’ for getting further benefits from the workplace, plus medium to long term measures to fine-tune it. We also suggested how to translate lessons from the Sydney experience to Morningstar’s other global sites.

Overall, we found:

  • The workplace achieved Morningstar’s vision for it, with 74% of employees agreeing or strongly agreeing with the statement I love our current workplace’
  • The environment is helping the company evolve into a more nimble, innovative and tech-based business, according to 79% of employees who agree or strongly agree
  • The new workplace is fostering a community built around knowledge sharing, with 72% agreeing or strongly agreeing

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