PLANON MANAGEMENT iNfOrMATiON

reliable, real-time and easy to access management information

Planon’s management information solution includes:

Planon Report Generator

Planon Dashboards

Planon Data Aggregation Manager

With the need for cost efficiency and agility in real estate and Facility Management processes the importance of accurate management information is increasing.

Senior management needs strategic information including Balanced Score Cards (BSC) and Key Performance Indicators (KPI) to monitor performance and forecast future needs. This critical data enables executives to make the right decisions and ensures the alignment of real estate, workplaces and people centric services with the core business.

On a tactical level, managers need historical data to monitor and improve processes targeted at increased cost efficiency, quality and flexibility.

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PLANON ACCELERATOR™: SINGLE-SOURCE RELIABLE REPORTINGThe added value of Planon’s software is the delivery of quality management information. Because this information originates from a fully integrated solution, it enables measurable improvements. Planon’s best practice solution - PlanonAccelerator™ - is ‘integrated-by-design’ – which means that we have designed it – in-house, from the ground up. Planon Accelerator™ is based on a single-source-of-the-truth, and includes many ready-to-use reports and dashboards. Our experience shows that the demand for management information increases with the maturity of business processes. That’s why Planon’s solutions off er – next to an extensive set of standard reports and dashboards – the tools to create bespoke KPIs, benchmarks and analysis.

OPERATIONAL CONTROL WITH PLANON REPORT MANAGERPlanon Accelerator™ includes a number of ready-to-use reports that enable users to monitor and analyse their operations. These reports are available across all Planon Accelerator™ solutions including fi nancial reports in Real Estate Management, utilisation reports in Space & Workplace Management, budget forecasts in Maintenance Management, delivery reports in Integrated Services Management and energy consumption reports in Sustainability Management.

You can easily extend or adjust these reports to your specifi c needs with the built-in Planon Report Manager. This allows users to select fi elds to be reported on, add calculations to fi elds, set the layout of the report and save reports for future use, as well as share them with others.

The key features of Planon Report Manager include the ability to:• Use the standard reports for easy

creation of new reports. • Apply specifi c calculations or

operations to fi elds within a report.• Easily combine reports with Microsoft

documents.• Include up to ten nested subreports in

any single report defi nition.• Preview, print or export the results from

any report.

GRAPHICAL VISUALISATION WITH PLANON DASHBOARDSPlanon Dashboards enable managers to view, analyse and interpret real-time information and KPIs graphically. These dashboards are easy to access, either via the web or on a mobile device. By default, Planon Accelerator™ contains over a hundred preconfi gured and

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Planon Dashboards

ready-to-use graphical dashboards across all Planon solutions including portfolio and financial dashboards in Real Estate Management, occupancy dashboards in Space & Workplace Management, performance dashboards in Maintenance Management, Service Level Agreement (SLA) dashboards in Integrated Services Management and emission and costs dashboards in Sustainability Management.

The key features of PlanonDashboards include the ability to:• Use existing dashboards to easily

create additional dashboards.• Select the styling and type of

dashboard including pie charts or bar graphs etc.

• Use Planon Dashboards for visualising KPIs from Planon Data Aggregation Manager.

• Drill down into dashboards to query more detailed information.

• Combine multiple dashboards into a single ‘management cockpit’.

STRATEGIC REPORTING WITH PLANON DATA AGGREGATION MANAGERMany processes in Planon Accelerator™ store transactional data, status information, start and end dates and time values. For example the rent management process in Planon’s Real Estate Management solution refers to rentable units, the size of a unit over time, the user of that space over time and the tarif of that space over time. This unique functional diversity can increase the complexity of reporting, especially for the creation of aggregated management information and KPIs.

Planon Data Aggregation Manager allows you to simplify and standardise the process of complex data transformation into reporting. The solution enables you to select, aggregate and compile data from multiple processes and fields within the Planon database, and store the results in a predefined structure or data warehouse. This data warehouse can be used for multiple purposes, including standard reporting, dashboards and data export to other business applications.

A unique feature in Planon Data Aggregation Manager is the ability to create benchmarks, internally or aligned with external benchmarks such as Investment Property Databank (IPD) or BenchCoRE from CoreNet.

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Planon Sustainability Management Dashboards

This solution enables you to periodically export aggregated data in the format that suits your benchmark. This guarantees a maximised re use of your existing data and a consistent and compliant exchange with benchmarking initiatives.

The key features of Planon DataAggregation Manager include the ability to:• Aggregate KPI data automatically or on an

ad-hoc basis.• Add external data for a more holistic

analysis. • Use Planon Report Manager to create

aggregated data reports.• Export KPIs to .cvs, .xls or .xml for external

benchmarks.• Report and combine KPIs with external

data in tools such as ‘Business Objects’ or ‘Crystal Reports’.

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Planon Data Aggregation Manager

Planon’s Integrated Workplace Management Solution – Planon Accelerator™ – delivers standardised, integrated business processes that have been designed to meet the requirements of diff erent users – such as application managers, end users, executives, and fi eld engineers. The ready to use Planon solutions encapsulate over 30 years of experience combined with leading market standards, which together enable Planon to deliver, manage and maintain proven solutions that are characterised by:

A home grown ‘Integrated by design’ solution based on a single source of the truth Future-proof solutions that evolve with your organisation Globally standardised software that allows for local customisation Fast, ready to use processes to deliver valuable management information Experience, knowledge and market standards combined in one integrated solution

Planon is the leading global software provider that enables organisations to solve their facility Management and real Estate challenges effectively with integrated software solutions. The Planon solutions include real Estate Management, Space & Workplace Management, Maintenance Management, integrated Services Management and Sustainability Management. Started in 1982, Planon has over 1,800 clients in 40 countries and offi ces in the UK, Austria, Belgium, Canada, France, Germany, India, the Netherlands, Singapore and the US.planonsoftware.com

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