IBM Tririga nástroj pre Real estate portfólio manažmentDruhá strana mince facility managementu

Juraj Polák, Cloud & Smarter Infrastructure leader

Juraj.polak@sk.ibm.com

Agenda

• eFocus 2013 – lesson learned

• Why to care about FM and who should care?

• Tririga – what is it? (not easy to say)

• IBM – partner in FM – Gartner position and proposal to help you

• Customer case

10.04.2014 FM Camp 2014 - IBM Tririga nástroj pre Real Estate portfólio manažment 2

eFocus 2013 – lesson learned

• Facility manager – no access to C level

• Focus on Facility maintenance

• Budget forecasting

• FM providers – preferred if have some SW support

• IBM Maximo key offering

10.04.2014FM Camp 2014 - IBM Tririga nástroj pre Real Estate

portfólio manažment3

•Thanks for last year rating at feedback form

FM Strategies to reduce operating cost

• Actions – what to do to become a leader?

• Integrate FM with other systems

• Leverage energy management solution

• Standardize processes to measure FM performance

FM Benchmark

Why to care about FM and who should care?

2025By 2025, buildings

worldwide will become

the top energy consumers.

1Buildings are the number 1

contributor to global CO2

emissions.

2Real estate is the second largest

expense on the income

statement for most companies.

In most organizations the real

estate portfolio is on the balance

sheet as the third most valuable or

expensive single asset.

•3

42 percentWorldwide, buildings

consume 42% of all

electricity – up to 50% of

which is wasted.

30 percentFacilities investments and

operating costs can be more

than 30% of corporate annual

spending.

3

Tririga – what is it?

10.04.2014 FM Camp 2014 - IBM Tririga nástroj pre Real Estate portfólio manažment 6

RE Portfolio

Management

Understand real estate

requirements due to

expansion or M&A

Activities

Visibility to lease/rental

transactions events can

allow opportunities to

secure below market rates

or vacate under-

performing locations

Incorporate demographics

into real estate location

decisions

Capital Projects

Ability to identify priorities

for funding

Understand project risks and

financial benefits of

potential investments for

better decision making

View performance metrics

Understand payback periods

and annual savings

Improve project delivery by

accelerating schedules

Accurate costing information

by connecting to RSMeans

Space Management

Understand and Improve

facility utilization by

geography, location, and

organization

Implement a mobility

strategy

Track locks and keys

Implement streamlined

move, add, change

processes

Capture paper CAD based

documentation in an

electronic repository for

better access

Reduce response times to repair requests

Reduce inspection violations

Minimize lost productivity resulting from facility downtime

Improve funding visibility for better funding decisions

Maximize maintenance staff utilization

Contain maintenance costs

Increase the frequency of deficiency reporting

Uncover viable environmental projects

Provide data to assist in project prioritization -concrete analysis of financial and environmental benefits

Focus on long-term planning analytics to identify trends and enable comparisons over time

Track financial and environmental progress of the projects against defined targets.

Energy &

Environmental

Sustainability

Operations

IWMS Areas

Key Value Propositions

TRIRIGA improves performance in three key areas

Improves Real Estate

Operations

Increases Return on

Facility Assets

Reduces Energy Use

and Carbon Emissions

• Pre-built business applications

• Automated workflow processes

• Critical action alerts

• Pre-built performance metrics

• Embedded industry benchmarks

• Multi-dimensional analysis

• Award winning energy and

environmental software

• Energy, Water!!!, Waste and Carbon

tracking

• Environmental investment analysis

TRIRIGA’s solutions deliver proven value•OPERATIONS•REAL ESTATE •PROJECTS •FACILITIES

• Improve RE transaction

cycle time

• Eliminate penalties

& overpayments

• Reduce vacancy rates

• Improve project cycle time

• Eliminate budget over-runs

• Remove resource bottlenecks

• Improve space

management

• Reduce churn rate

• Increase occupancy rates

• Improve response time

• Reduce facility

down-time

• Improve facility condition

index•Operational

•Performance

•(BC Hydro)

•Financial Performance

(GE)

• Increase return on assets

• Reduce real estate

expense

• Increase revenue

• Reduce project costs

• Accelerate store delivery

• Eliminate costly change

orders

• Reduce occupancy costs

• Increase utilization rate

• Reduce move costs

• Reduce cost of operations

• Reduce service costs

• Reduce maintenance costs

•Environmental

•Performance (Nokia)

• Select sustainable sites

• Eliminate inefficient high

cost buildings

• Achieve LEED-NC

• Implement sustainable

building design and

construction

• Achieve LEED-NC

• Reduce vacant space

• Increase space utilization

• Achieve LEED-EB

• Achieve LEED-CI

• Reduce energy costs of

facility operations

• Reduce emissions of

facility operations

• Implement Commissioning

• Achieve LEED-EB; LEED-CI

• Achieve Energy Star Rating

TRIRIGA Workplace Solution – One Technology Platform, One Common User Experience

• Pre-built Metrics

• Crystal Reports

• Time-trends

• CAD Reports

• My Reports

• Enterprise-class Database

• Document Repository

• Web-based Configuration

• Upgrade Management

• TRIRIGA Business Connect

• TRIRIGA Off-line

• TRIRIGA Data Connect

• ESRI GIS Server

• AutoCAD

• MicroStation

• Real Estate

• Projects

• Facility

• Operations

•Sustainability

•Performance Management and Reporting

•Role/Process-based Navigation

•Single Technology Platform

•Award-winning Applications

• Simple-to-Use Interface

• Adapts to User Needs

• Reminders

• Quick Links

• My Bookmarks

•Interoperability

•TRIRIGA Real Estate

•Portfolio Planning

•Site Selection

•Transaction Management

•Lease Administration

•Lease Accounting

•AR Tenant Tracking

•Payment Processing

•Client Requests

•TRIRIGA Projects

•Program Management

•Fund Management

•Scope Management

•Cost Management

•Schedule Management

•Resource Management

•Quality Management

•Vendor Engagement

•Procurement

•TRIRIGA Facilities

•Space Management

•Space Chargeback

•Space Requests

•Strategic Planning

•Move Management

•Reservation Management

•Personnel Provisioning

•CAD Management

•Contact Center

•Service Management

•Warranty Management

•Preventive Maintenance

•Facility Assessment

•Security/Key Mgmt

•Inventory Management

•Capital Planning

•Resource Planning

•CO2 Emission Tracking

•Utility Tracking

•Waste Disposal

•Water Consumption

•Green Opportunities Tracking

•LEED/BREEAM Certification

•Energy Star Integration

•TRIRIGA Environmental•TRIRIGA Operations

TRIRIGA Workplace Enterprise-Class Applications

•TRIRIGA Core

•Components

•Geographies

•Locations

•Organizations

•Vendors

•People

•Specifications

•Assets

•Contracts

•Customer Self Service

•News

•Graphics

•Document Management

•Reporting

•WPM Metrics

•GIS Mapping

•GANTT Schedules

•Receiving

•Invoicing

•Requests

•Tasks

Why to care about FM and who should care?

2025By 2025, buildings

worldwide will become

the top energy consumers.

1Buildings are the number 1

contributor to global CO2

emissions.

2Real estate is the second largest

expense on the income

statement for most companies.

In most organizations the real

estate portfolio is on the balance

sheet as the third most valuable or

expensive single asset.

•3

42 percentWorldwide, buildings

consume 42% of all

electricity – up to 50% of

which is wasted.

30 percentFacilities investments and

operating costs can be more

than 30% of corporate annual

spending.

3

IBM TRIRIGA is named in Leaders quadrant for IWMS

I Gartner, “Magic Quadrant for Integrated Workplace Management Systems” by Rob Schafer, June, 2013

This Magic Quadrant graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from IBM.

The Magic Quadrant is copyrighted 2013 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace,

as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant

to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Key Findings:

Ranked highest in “Completeness of Vision”

IBM TRIRIGA delivers a robust suite of IWMS applications

“Customer feedback indicates that IBM has brought rigor and a more structured approach to IBM TRIRIGA’s upgrades and enhancements.”

IBM TRIRIGA is a leader in the “Leaders” quadrant of the Gartner IWMS Magic Quadrant

“IBM’s global financial and human capital resources are

among IBM TRIRIGA’s core long-term strengths.” – Gartner, Integrated Workplace Management Systems, 2013

IBM TRIRIGA

TRIRIGA leads commercial market and public

Partial TRIRIGA customer listPartial TRIRIGA customer list

Large Commercial - 6 of the Fortune 10

Mid-sized Commercial – All Major Industries

Public Sector –7 of the 15 Federal ExecutiveBranches

Customer Case Study – Operational Performance

• One of the largest electric utilities in Canada, BC Hydro generates hydroelectric

power and distributes that power to 4.2 million customers in British Columbia.

• Owns over 4,000 properties and 122,000 agreements

• Owns and manages 18,200 kilometers of transmission lines, 56,000 kilometers

of distribution lines

• Phase 1- Market planning, deal management,

portfolio management and project management

• Phase 2- Lease and transaction management,

facilities management

• Implementing single solution to support multi-brands; allow

information segmentation by and across brands

• Integration into Oracle financial system

Key Results :

• Properties located in a single repository provides comprehensive, reliable data

• “One Hydro" View of Properties and Assets

• Standardized processes across province

• Reduced project cycle time and service delivery costs

• Completes over 1,100 property contracts per year and 1,700

moves per year

• Use 11 different systems to manage their portfolio results in

inaccurate and inaccessible information

• Delayed reporting of acquisitions and disposals and time

consuming to generate rents or validate rent charges

• Difficult to manage projects

Business Challenges Implementation

Customer Case Study – Financial Performance

• General Electric’s 15+ businesses require one of the largest real estate

portfolios in the world

• Global portfolio of 385 million square feet in 13,000+ sites across 102 countries

• Manage 8,500+ leases and 1,300+ owned facilities

• Ad hoc and non-standardized processes – want to consolidate

and standardize real estate operations

• Missed real estate opportunities due to decentralized RE

operations

• Inaccurate or missing data due to 15 different data sources

• Phase 1 – Transaction management

• Phase 2 – Portfolio planning, lease administration, financial

modeling, advanced decision support

• Phase 3 – Operations and maintenance, facility management

• Phase 4 – Asset Management, Service Management (via

requests and call center), Preventive Maintenance, Move and

Space Management, CAD Integration

Key Results :

• Reported $198M in savings over first two years through portfolio right-sizing

• Reduced transaction cycle times from request to final approval

• Reduced risk by consolidating into a single, global process for executing transactions

• Reported $1 Billion in Cost Savings to date

Business Challenges Implementation

Customer Case Study – Environmental Performance

• Nokia is a global telecommunications and wireless services organization with 2006 revenues

of over €41 billion euros, operating profit of €5.5 billion euros, an employee base of 68,000

employees, and operations in 130 countries worldwide.

• Nokia’s extensive real estate portfolio consists of 480 buildings comprised of

over 22 million square feet of office, R&D, production and warehouse space.

• Average occupancy costs of $104 per square foot

• 50% annual churn rate that resulted in over 28,000

moves per year

• Over 65 disparate, decentralized systems located in five

different regions used to manage real estate lifecycle

• No consistency in operating processes, standards or

performance metrics

Business Challenges Implementation

• Phase 1 – 6 months: interfaces, data migration, portfolio and

lease management

• Phase 2 – 8 months: transaction management,

project management, document management

• Phase 3 – 9 months: space management, operations and

maintenance, self service

• Environmental Sustainability

• Reduced electricity energy consumption by 7% in 2006

• Reduced real estate portfolio by 3 million square feet

• Reduced annual occupancy costs by €500 million euros

• Reduced global workplace organization staff from 480 to 127 employees

Key Results :

TRIRIGA leads public sector

Partial TRIRIGA customer list

Hig

her

Educati

on

Sta

teLocal

Govern

ment

Partial TRIRIGA customer list

TRIRIGA leads commercial market