Præsentation fra PCTY 2012 v. Jens Cajus

1. Integrated Workplace
Management in Action:
An Overview of IBM
TRIRIGA
Jens Cajus
© 2012 IBM Corporation

2. IBM TRIRIGA enterprise software and
services drive business value
Operational Financial Environmental
Performance Performance Performance
Improves the efficiency of Increases financial Reduces energy consumption and
real estate and facility return on real estate green house gas emissions of
management functions and facility assets buildings and facilities
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3. IBM TRIRIGA Workplace Solution
One Technology Platform, One Common User Experience
Role/Process-based Navigation
Simple-to-Use Interface Reminders My Bookmarks
Adapts to User Needs Quick Links
Performance Management and Reporting
Pre-built Metrics Time-trends My Reports
Crystal Reports CAD Reports
Workflow Based Applications
Real Estate Facility Sustainability
Projects Operations
Single Technology Platform
Enterprise-class Database Web-based Configuration
Document Repository Upgrade Management
Interoperability
TRIRIGA Business Connect TRIRIGA Data Connect AutoCAD OSCRE Energy Star
TRIRIGA Off-line ESRI GIS Server MicroStation RS Means
3

4. IBM TRIRIGA Workflow Based Applications
Role-based Applications
TRIRIGA Request Central (Customer Self Service and Locator)
TRIRIGA Real Estate TRIRIGA Projects TRIRIGA Facilities TRIRIGA Operations TRIRIGA Environmental
Portfolio Planning Program Management Space Management Contact Center CO2 Emission Tracking
Site Selection Fund Management Space Chargeback Service Management Utility Tracking
Transaction Management Scope Management Space Requests Warranty Management Waste Disposal
Lease Administration Cost Management Strategic Planning Preventive Maintenance Water Consumption
Lease Accounting Schedule Management Move Management Facility Assessment Green Opportunities
Tracking
AR Tenant Tracking Resource Management Reservation Management Security/Key
Management LEED/BREEAM
Payment Processing Quality Management Personnel Provisioning Certification
Inventory Management
Client Requests Vendor Engagement CAD Management Energy Star Integration
Capital Planning
Procurement
Resource Planning
Geographies People Receiving Customer Self Service Reporting
TRIRIGA Core Locations Specifications Invoicing News WPM Metrics
Components Organizations Assets Requests Graphics GIS Mapping
Vendors Contracts Tasks Document Management GANTT Schedules
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5. Role-based views and actions: pre-packaged
workplace roles reduces implementation costs
• Enterprise • Operations
• Workplace Executive • Facility Assessment
• Business Unit Manager Manager
• Real Estate • Contact Center Manager
• RE Contract Manager • Contact Center Agent
• RE Executive • Contract Manager
• RE Transaction • Inventory Manager
Manager • Operations Executive
• RE Portfolio Manager • Purchasing Manager
• RE Project Team • Service Manager
Member • Service Technician
• Projects • External Service Provider
• Project Executive • TREES
• Program Manager • Environmental
• Project Manager Manager/Planner
• Project Team Member • Self-Service
• Facilities • Self-Service User
• Asset Manager • Application
• Facilities Executive • Application Administrator
• Portfolio Manager • Application Builder
• Move Manager/Planner
• Space Manager/Planner
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6. One Source : automated links to operational
workplace functions
Real Estate Lease Responsibilities Operations
to SLA (Call Center)
Integrated
Workplace
Management
Cascade down objectives
Analyze plan performance
Evaluate against goals
Work Tasks
Tied to Projects
- Space Utilization Metrics to RE Acquired Assets &
Warranty passed to
- Space Allocations Operations
Facilities Projects
CAD Drawings available to
construction Projects,
consistent methodology
One System, One Truth
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7. Analytics & Reports
TRIRIGA Reports
• Pie, Bar Charts, Lists
• Simple, easy to create
• My Favorite Reports
TRIRIGA Ad Hoc Queries
• Pie, Bar Charts, Lists
• Simple, easy to create
• My Favorite Reports
TRIRIGA Graphical Reports
• CAD based – AutoCAD/ MicroStation
• Web based – DXF/GFX
• User defined queries
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8. Analytics & Reports
TRIRIGA WPM Metrics
• Align, Analyze, Act
• 160+ pre-delivered metrics
• Customer defined goals
TRIRIGA GIS Adaptor
• ESRI integration
• Geo Spatial Navigation/Queries
• Interact with data
TRIRIGA Advanced Reporting
• BIRT
• Embedded
• Integrated
• Translated
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9. TRIRIGA Offline extends the supply chain and
simplifies user experience
TRIRIGA On-Line Work Task
TRIRIGA auto-
creates and sends
TRIRIGA Off-Line
Work Task (Excel)
emailed form auto-
updates record
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10. Real Property (Single) Platform
GUI Builder
Strategic Platform Objectives GUI Builder
– Streamline and reduce the number of databases
– Provide ability for systems to be more responsive to future changes • Robust/Configurable UI
to support • Dynamic UI
—Support those unique business rules that make our customers competitive • Data validation
—Support global customers
—Support communication between other key solutions
Data Modeler Workflow Builder
• Automate business
• Unlimited Field count process
• Graphical • Automate application
• Manage Data functions
Relationships • Rich Logic
• Data manipulation
Report Builder Internationalization
• Localization Standards
- UOM
• Report any field
- Date/Time formats
• Report on any object
- Language
• Graphs and Summaries
- Currency
• Incorporate into
• Language Editor
dashboard
• Currency Editor
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11. TRIRIGA – Request Central / ”Service
Desk”
• Request Central streamlines facilities
product and service requests and
increases efficiency of fulfillment.
• Self-service requests for products,
services, moves, and reservations
submitted via a web portal
• Contact Center - Utilize a powerful but
simple user interface to manage
requests from calls, emails or faxes;
quickly identify the caller or contact
and get immediate access
• identify the Service Level Agreement
criteria for the contact, the contact's
organization and the problem's location
• access a central knowledge base that
provides solution records based on the
type of problem
• capture the conversation with the caller
for historical purposes and future use.
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12. TRIRIGA - Operations
• Operations and Maintenance
Management
• Define and utilize maintenance, operations
and inspection standards, procedures and
plans using procedure libraries
• Execute and manage corrective and
preventive maintenance, including resource
assignment, work order status, task list,
and documentation
• Request, schedule and perform condition
assessment inspections
• From setting goals, through assessing
buildings, to analyzing the acquired data.
• Based on base TRIRIGA – contracts, SLA,
documents etc
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13. TRIRIGA - Space Management
• Space Management – part of TRIRIGA
Facilities
• Provides space management to improve
space utilisation and
reduce operational costs.
• Space management tracks
space occupancy to identify under-
utilised and vacant space
• Automates the capture and allocation
of space usage, charge
backs to internal departments.
• Integrated AutoCAD and MicroStation
tools
provide automated capture processes,
• Bi-directional links and
visual management of
locations, assets, people and
organisations based on
floor plans and other drawings
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14. Effective move planning and execution
reduces business disruption
Business Challenge
• Inefficient processes to know who needs to move, when & where
• High churn costs
• Lack of coordination between support staffs
Key TRIRIGA Features
• Streamline the MAC process from request thru the move itself
• Customer Self Service with entitlement rules
• Move execution with automated smart tasks
Wells Fargo streamlines service delivery processes
Wells Fargo streamlined the move process to shorten the business disruption.
Starting with Self Service, an employee can initiate and track the request.
Automated task assignments and critical path scheduling aligns all resources required
to execute move.
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15. Effective move planning and execution
reduces business disruption
Employee
Self Service
Web-Based
Move Request Auto Delivers Work
Assignments
From/To Graphics
ecurity Access T Equipment
Auto Approval
orporate Directory ignage
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16. Automated space forecasts streamline
data collection and validation
Business Challenge
• Knowing how many spaces an organization is going to need in the future
• Maximizing the efficiency of how space is used
Key TRIRIGA Features
• Automated space forecasts streamline data collection and validation
• On-line survey provides immediate feedback on utilization
• Off-line excel survey simplifies requirements gathering with business units
Nokia aligns portfolio with business demand
Nokia’s real estate division was able to reduce their overall portfolio by 3 million square
feet representing significant annual savings in both base rent and operating expenses.
With TRIRIGA, they are able to quickly identify under performing facilities and take
appropriate actions to reduce vacancies out of their portfolio.
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17. Automated space forecasts streamline
data collection and validation
Customer
Completes Survey & Returns
Off-line Data Entry
Space Team
Sends Space Forecast
to Organizations in the On-line Data Entry
Field
Space Team
• Compares Supply to Demand
• Visualizes Future Space Requirements
• Establishes Strategy
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18. Manage conference rooms and shared
resources to improve utilization
Business Challenge
• Multiple requests for limited conference room resources
• Limited visibility of conference room use
• Lack of coordination between parties
Key TRIRIGA Features
• Request & reserve rooms & services centrally
• Provide oversight to how resources are being used
• Coordinate all services for meeting reservations including vendors
Pfizer manages worldwide conference scheduling with
Reserve
Pfizer leverages TRIRIGA Reserve for all conference room scheduling. Employee’s
simply log in, request meeting time, type of venue, number of attendees etc and
Reserve automatically locates a conference room based on availability. Pfizer gets real
time reporting on the utilization of these valuable resources
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19. Manage conference rooms and shared
resources to improve utilization
Conference Rooms
Employee Project/Team Rooms
Self Service Alternative Offices
Web-Based
Reservation
Space Team
Manages &
Coordinates Work
Associated to
Reservation
Open Reservation Select Resources
• People (Attendees)
• Locations
• Equipment
• Room Layout
• Food Orders
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20. Integrating CAD/BIM floor plans with your IWMS
data provides accurate spacial data to business
Business Challenge
• Seeing graphically what the portfolio looks like
• Knowing precise square footage/metering
• Creating graphical WHAT IF scenarios
Key TRIRIGA Features
• CAD Integrator for AutoCAD and Microstation provides bi-directional data updates
• CAD and Web based graphical reporting shows real time information
• Review & approve WHAT IF scenarios graphically
University of Alberta cuts 75% of man hours needed to
create and update their CAD drawings
University of Albert leveraged the power of the bi-directional integration
between the AutoCAD and the TRIRIGA IWMS solution to reduce the time of
maintaining accurate CAD information by 75%.
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21. Construction Operations Bldg Info
Exchange
How TRIRIGA Supports COBIE & BIM
TRIRIGA is a J2EE application that supports interoperability
between a variety of architectures and systems. Therefore, TRIRIGA
supports Building Information Modeling (BIM) by using COBIE
standards as developed by the National Institute of Building Sciences
whereby IFC classification files formatted in XML are
imported/exported through TRIRIGA.
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22. Integrating CAD floor plans with your IWMS data
provides accurate spacial data to business
Autocad/Microstation
• Attach Drawings to TRIRIGA
• Automate Area Measurements
• Manage all Meta Data in CAD
• Run Queries
Bi-directional TRIRIGA Web Environment
interface • Receive Data from Drawings
• Automate Area Measurements
• Manage all Meta Data in TRIRIGA
• Run Queries
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23. TRIRIGA Environmental and Energy Management
Software - TREES
• Achieve your environmental and
energy management goals.
• Reduce energy consumption and Building
meet sustainability goals.
• Identifies worst-performing facilities
• Generates higher returns from
energy efficiency projects
• Accelerates implementation of the
top-three tactics used to achieve
facility energy reduction goals.
Metrics
Energy Sources
23

24. TRIRIGA TREES reduces energy costs and
helps you achieve carbon reduction goals
TRIRIGA TREES - Business Value
Operational • Measure energy consumption
• Certify facilities for sustainability
Performance • Improve green condition index
Financial • Reduce energy costs of facility operations
• Optimize capital spending
Performance • Sell carbon credits
Environmental • Reduce emissions of facility operations
• Compare facilities to EPA’s Portfolio Manager
Performance • Achieve LEED, Energy Star Ratings
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25. Track utility services to evaluate and report on
usage and costs for environmental initiatives
Business Challenge
• Utility data is held in a wide array of systems
• Utility breakdown not known for some buildings
• No centralized reporting
Key TRIRIGA Features
• Utility data loaded directly from utility bill payment providers
• Integration to meters via BAS, BMS, EMS automate data load
• Reports show trends and spikes in the portfolio
Nokia utilizes TRIRIGA globally to manage energy saving projects
Nokia, in their EMEA region, have achieved savings of 8,000,000 kWh, approximately 7%
of Nokia facilities’ total energy consumption for that region. The China and Americas
region achieved 7,000,000 kWh of energy saving, approximately 8% of the Nokia facilities’
total energy consumption for that region
25

26. Track utility services to evaluate and report on
usage and costs for environmental initiatives
TRIRIGA Collection Processes
Building
Energy Sources Metrics
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27. Automated carbon footprint calculator
reduces cost of carbon measurement
Business Challenge
• Difficult to record let alone calculate carbon footprint across your entire portfolio
• Complex factors and different methodologies must be considered
Key TRIRIGA Features
• Automatically calculates carbon footprint across portfolio using GHG Protocol
• Records energy consumption
• Auto-calculates emissions for Scope 1, Scope 2 and Scope 3
Grainger leverages TREES for their corporate environmental
mandates
Grainger implemented the TRIRIGA the TREES and Projects modules to help achieve its
corporate environmental mandate. Energy consumption information is sent electronically
from AdvantageIQ and Energy Advantage monthly on all facilities. With this information,
Grainger is able to identify inefficient facilities, assess where opportunities exist for
improvement, and manage projects to implement the improvements.
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28. Automated carbon footprint calculator
reduces cost of carbon measurement
Energy Sources
TRIRIGA Collection Processes
Environmental Building
Utility Meter
System Management
Invoice System
TRIRIGA Collection Processes
Energy/Environmental Carbon Analysis Form
Metrics
Utility Offline Form BusinessConnect
Invoice Form
TRIRIGA Environmental Logs
Energy Log
Building, Land, Structure Water Log
Waste Log
Carbon Credit Log
Emissions Log
Travel Log Auto Calculated
Carbon Log
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29. Track environmental programs and
projects to reduce carbon and energy
usage
Business Challenge
• Opportunities to improve environmental sustainability often get overlooked
• Environmental data and projects data often in disparate systems
• No checks and balances after project completion to validate impact
Key TRIRIGA Features
• Compares projects across portfolio to optimize capital spend & environmental impact
• Measures the funding required to meet environmental sustainability goals.
• Validates success of projects to reduce environmental impact & costs of buildings
City of New York manages energy projects to support local
regulations
City of New York tracks all city wide energy projects within TRIRIGA to meet
local regulatory reporting requirements. Through TRIRIGA Projects, the
carbon reductions are tracked and rolled up by agency, project, program,
funding source and overall city portfolio
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30. Track environmental programs and projects to
reduce carbon and energy usage
Identify underperforming locations
TRIRIGA Environmental Logs
Opportunity Analysis
TRIRIGA Inspection Manager
Planned work request
Perform Energy List of Funds committed
Audit Opportunities Capital Project generation
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31. How TRIRIGA delivers business value with
IBM TRIRIGA Real Estate
WPM Metrics
Portfolio Managers Lease Abstractors Lease Administration
Manage Real Estate
Create Lease Abstracts Monitor Critical Dates
Transactions
Execute Real Estate
Track Lease Documents Track CPI Adjustments
Strategies
Track Third Party/Sublease
Contracts
Manage Co-Tenancy
Clauses
Customer
Manage Sales Reporting
Lease Accounting requirements
Generates Space
Requests
Process Real Estate Payments
Perform OPEX/CAM Audits
Comply with FASB Rules
Integrate to GSA Rent Bills
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32. How TRIRIGA delivers business value with
IBM TRIRIGA Projects
WPM Metrics
Program/Project Finances
Customer Track Programs and Funds
Management Project Budgets
Generate Project
Requests
Monitor Project Cash Flow
Performs Facility
Assessments
Performs Capital Planning
Vendor Sourcing
Process RFP & Bids
Project Management
Track Vendor
Contracts/Invoices Track Project Schedules
Manage Procurement Manage Project Resources
Report Job Site Incidents
Track Project Documents
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33. How TRIRIGA delivers business value with
IBM TRIRIGA Facilities
WPM Metrics
Customer
Space/Move Requests Space Management
Portfolio Planning
Personnel On/Off
Boarding Manage Space Utilization
Align Business
Track Department Demand (forecasting)
Allocations Execute Portfolio
Track Personnel Occupancy Strategies (planning)
Manage CAD/BIM Floor
Plans
Conference Services
Manage Moves
Manage Shared Resources
(Conference Rooms) Track Assets
Report Execute Order 13327
33

34. How TRIRIGA delivers business value with
IBM TRIRIGA Operations
WPM Metrics
Customer Service Team
Allocates Work to
Generates Request
Resources
Tracks Vendor Contracts
Estimates Work
Tracking Technician Work
Corporate Security
Mobilize Workforce
Manage Security
Access
Building Operations Procurement/Inventory
Track Assets Manage Inventory
Manages Preventive
Manage Procurement
Maintenance
Performs Facility
Assessments
Performs Capital Planning
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35. How TRIRIGA delivers business value with
IBM TRIRIGA TREES (Utilities &Sustainability)
WPM Metrics
Measure Manage & Reduce
Manage Programs and
Track Utilities & Services
Funds
Report Carbon Footprint Track Environmental Projects
Manage LEED Projects Job Estimating
Benchmark Energy Star Perform Capital Planning
Customer
Generates Requests
& Surveys
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36. IBM TRIRIGA Application Builder :
Configuring and extending application
Data Modeler Form Builder Workflow Builder
Create tables, add fields Create context specific forms Create business logic
Schedule PM Service
Asset as HVAC Equipment
Asset Business Object
Create Repair Task
X
Asset as Furniture
• No programming
• No DBA
• No Uncompromised source code
Asset as IT Equipment Renew Warranty
36

37. Questions?

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and trademarks
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