an overview of fm technology - nfmt.com · –inventory, planning, improved systems or processes,...
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Jim Turner
Director, Facilities Solution
An Overview of FM
Technology
Program
• Learning Objectives
• The Evolution of FM
• The FM Technology “Stack”
- and Case Studies
• The Business Case for FM Technology
• Q & A
2
Learning Objectives
• Learn about 8 essential technologies that FMs are using right now in the field
• Gain an overview of the features and benefits of FM Technology
• Gather insights on installation and use case studies
• Create a road map for justifying FM Technology at your organization
3
FM “Environmental Challenges”
Shrinking budgets
O&M cost increases
Changing priorities Workforce
successionSustainability
Addressing these challenges requires not only traditional FM skills, but also a solid foundation in business skills.
• Inventories and costs management• Project management and scheduling• Negotiations and contracts
Even though RE/FM executives contribute to enterprise strategy-setting and decision-making, senior executives and customers assess whether buildings and locations are a fit.
4
A Macro View of the FM Role
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Building Life-cycle FM Tools
A Micro View of the FM RoleQ: I am looking for a tool that will allow me to inventory my facility and project life cycles. This tool should be capable of tracking and generating reports for … wall and floor finishes, window treatments, furniture, signage, computers, data projectors, plants, vehicles, TVs and VCR/DVD players. I want to completely inventory every aspect of my facilities and use this tool to project budgets, as well as plan for construction.— submitted by University Center Services, James Madison University, Harrisonburg, Va.http://asumag.com/mag/universit
y_facility_inventory/
What is the scale and scope of your FM responsibilities?
• Project Management
• Space/Lease Admin
• Operations and Maintenance
• Environmental and Energy
Business Units:• Geographies• Organizations• People
Inventories:• Systems• Equipment
Locations:• Property• Building• Structure• Land
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Reporting:• KPIs/Metrics• GIS/Mapping
Records:• Vendors• Specs• Documents
Thinking about FM Goals –and Competencies
7
Organization
Policy
Inventory
Short-term Planning
Performance Improvements
Business Purpose Validation
Long-term Planning
Processes
Systems
Assessments
Metrics
Incr
eas
ing
leve
ls o
f O
rgan
izat
ion
al M
atu
rity• Increase productivity
• Improve customer service
• Use space efficiently• Report conditions fast
and accurately• Cut costs• Share information
throughout the organization
* Learning objective – FM Technology features and benefits
…which leads us to the “stack” –FM competencies and tools
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Organization
Policy
Inventory
Short-term Planning
Performance Improvements
Business Purpose Validation
Long-term Planning
Processes
Systems
Assessments
Metrics
Project Management
Tools
Enterprise Resource Planning
CMMS and CAFM
Integrated Workplace
Management
Building Information
Management
Building Automation
Systems
IoT
Spreadsheets and Lists
Incr
eas
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leve
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al M
atu
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* Learning objective – 8 essential technologies
A quick review of the tools…Technology Purpose
Enterprise Resource PlanningCorporate suite of integrated apps to manage the business and back office functions
Project Management ToolsSoftware used for project planning, scheduling, resource allocation and change management
CMMS and CAFMComputerized Maintenance Management Software/Computer-aided Facilities Management
Integrated Workplace ManagementSupports RE/FM functions like maintenance planning and control, space management, services management, and sustainability
Building Information ManagementA digital representation of physical and functional characteristics of a facility
Building Automation SystemsBuilding system that controls and monitors mechanical/electrical equipment: ventilation, lighting, power, fire, and security systems
Spreadsheets and Lists Excel, ad hoc lists, etc.
The Internet of Things (IoT)Emerging Internet app for everyday objects allowing them to send and receive data
…How do the technologies help FMs improve?
10
Policy
Inventory
Performance Improvements
Business Purpose Validation
Long-term Planning
Metrics
Enterprise Resource Planning
…How do the technologies help FMs improve?
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Policy
Inventory
Performance Improvements
Processes
Metrics
Building Automation
Systems
Incr
eas
ing
leve
ls o
f O
rgan
izat
ion
al M
atu
rity
…How do the technologies help FMs improve?
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Inventory
Short-term Planning
Processes
Systems
Assessments
Metrics
IoT
Incr
eas
ing
leve
ls o
f O
rgan
izat
ion
al M
atu
rity
Let’s have another look at the Inventory Competency
Maturity LevelTechnology/ Systems
Vector
Level 5Fully integrated
financial and facilities systems
Level 4Work order
management system(CMMS or similar)
Level 3Centralized
inventory, duplicative data eliminated
Level 2 Data entry standards
Level 1 Manual templates
Enterprise Resource Planning
Building Automation
Systems
IoT
13
Now on to some case studies…
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The ARCHIBUS pitch: use this application to deliver timely, relevant real estate, infrastructure, and facilities management information to be used in strategic business plans.
•In addition to Government, clients include:
* Learning objective – case studies
Now on to some case studies…
15
Organizations use Maximo to track company assets, including computers, furniture, and FM equipment; may be integrated with finance and accounting
Maximo (by IBM) is used to operate, maintain, and dispose of enterprise assets, including: • Plant and production - oil, gas, chemicals, mining, manufacturing, pharmaceuticals, food, electronics, and power generation• Infrastructure - railways, highways, telecommunications, water and wastewater, and electric, and gas distribution networks• Transportation – military, airlines, trucking, shipping, and rail• Real estate and facilities - offices, schools, and hospitals
Our clients also use it for CMMS and CAFM purposes
Now on to some case studies…
16
A typical CMMS application provides:
• Work order workflow management
• PM schedule automation
• Parts inventories tracking
…and• A link to budgeting/ purchasing
Phase 1: Initiation
Phase 4: Long-range Support
Phase 3: Roll-out
Phase 2: Configuration
Phased implementation approach:
Before we could start the implementation – we had to develop an inventory of systems and condition!
How do you justify FM Technology?
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Organization
Policy
Inventory
Short-term Planning
Performance Improvements
Business Purpose Validation
Long-term Planning
Processes
Systems
Assessments
Metrics
• Increase productivity
• Improve customer service
• Use space efficiently
• Report conditions fast and accurately
• Cut costs
• Share information throughout the organization
Does your organization expect results like these from the FM shop?
Are you trying to improve these essential FM processes?
The Essential Business Case
• Define the business opportunity– Productivity, customer service, space efficiency, cost
reductions, info sharing
• Identify what you need from the technology– Inventory, planning, improved systems or processes,
inventory, metrics
• What are the priorities and trade-offs?– Capability vs. flexibility vs. reliability vs. cost
• What are the decision economics?– Be sure to evaluate costs, benefits, and risks
* Learning objective – road map for justifying FM Technology
…and when you make the request
Slide 19
• You’re telling a story - start with the problem, the business need
• Identify your characters – who will benefit?– Stakeholders who will approve or reject your business case
– Beneficiaries who stand to gain from your proposal
– Subject-matter experts to clarify how to solve the problem
• Identify the alternatives for meeting the business need—the different ways your story might play out
• Choose the best one, and create a project plan – the plot
• After you estimate and analyze the costs, benefits and risks, and calculate the return on investment (ROI), you’ve reached the story’s satisfying end
Remember this isn’t a mystery novel—your story needs to be clear and easy to understand.
Learning Objectives - Recap
• Learn about 8 essential technologies that FMs are using right now in the field
• Gain an overview of the features and benefits of FM Technology
• Gather insights on installation and use case studies
• Create a road map for justifying FM Technology at your organization
20
Q&A
Slide 21
Questions?
…Thank you!
• The presentation is in your Conference packet, but you can also request a copy electronically from me at jturner@markonsolutions.com
• You can also request other NFMT decks:- A New Leader’s Guide to a High-Performing Facilities Organization
- Building a Better Business Case
• Connect on LinkedIn: http://www.linkedin.com/in/jimturner
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