InterConnect2017The World Bank Group

Selects IBM TRIRIGA for Global Deployment

Presented by: Greg D. Oliver, CFMSenior Project Manager

Sanjiv Paul Singh, AIA, LEED-APeCIFM Solutions Executive Vice President

1. Introductions

2. Overview & Experience

3. Case Study: The World Bank GroupA. OverviewB. Why IBM TRIRIGA

4. TRIRIGA at The World BankA. OverviewB. Working DetailsC. Mobile Solution D. Next Steps

5. Questions & Answers

Introductions

Sanjiv Paul Singh, AIA, LEED APExecutive Vice President, eCIFM Solutions Inc.

Greg D. Oliver, CFMSenior Project Manager, The World Bank Group

o Licensed Architecto 30+ years of industry experience with a

large portfolio of successful TRIRIGAimplementations

o Creator of eCIFM’s innovative Mobile solution On-The-Go

o Former V.P. of Peregrine Systemso Prof Services Manager at ARCHIBUS

o 20+ years managing projects ranging from minor maintenance and repair to large base-building capital improvements

o Bachelor’s Degree from the State University of New York at Buffalo Building Systems Technology and a Master’s Degree from Michigan State University in Facilities Design & Management

o Certified Facility Manager (CFM)

Singular Systems focus on IBM’s market-leading TRIRIGA IWMS solution TRIRIGA partner since 2002 eCIFM has a Global Presence > 120 employees worldwide Winner: IBM Facilities & Asset Innovation Award Top TRIRIGA Partner, 2nd year in a row NASA Office of Small Business Programs Customers in every major industry

eCIFM Solutions - Corporate Overview

Core Services

Premier IBM Business Partner

System Implementation Cloud & Hosting Solutions 24 x 7 Technical SupportRE & FM Consulting CAD Support Mobile SolutionsTRIRIGA Upgrades TRIRIGA Enhancements On or Off Site Training

Learn more about TRIRIGA and eCIFM https://youtu.be/ShOMGT_3xL0

Case Study: The World Bank Group

The World Bank Group

“The World Bank Group is a vital source

of financial and technical assistance to

developing countries around the world.

The World Bank Group is not a bank in

the ordinary sense, but a partnership of

institutions managed by their member

countries to reduce poverty and

support development.”

– The World Bank Group

Overview of The World Bank Group

Established in 1944, the World Bank Group is headquartered in Washington, D.C. with more than 10,000 employees in more than 120 offices worldwide.

The World Bank Group has set two goals for the world to achieve by 2030:

o End extreme poverty by decreasing the percentage of people living on less than $1.90 a day to no more than 3%

o Promote shared prosperity by fostering the income growth of the bottom 40% for every country

The World Bank Group

*Data is current as of FY2017

Over 10,000 employees in 120 offices around

the world

Headquartered in Washington, DCOver 7,500 staff

Approximately 4.0M sq. ft. of commercial office space

Made up of 189 member countries from around the world

Overview of The World Bank Group

General Services Department

o Securityo Travel & Visao Mail/Shippingo Food & Conference Services o Translation & Interpretation o Corporate Real Estate & Facilities o Printing & Multimedia o Institutional Services

Corporate Real Estate & Facilities

o Strategic Planning & Design o Facilities Construction, Operations, & Maintenance o International Real Estate & Development o International Field Office Facility Management (30

locations; 1.3M SF)o Corporate Insurance

TRIRIGA at The World Bank

Projects Overview

ProjectLifecycle

Plan

Design

Budget

Contract

Execute

Close

Main Features:o Critical path scheduling, critical date alerts and automated

reminderso Consultant and contractor management processes and controlso Program and project portfolio management with funding

request analysis

Benefits:o Identifies critical tasks and processes to accelerate construction

schedules and store revenueso Automates procurement and contract life cycles to reduce

change orders and overpaymentso Generates high return capital projects that balance risks,

financial and environmental returns

Facility Operations Overview

Auto-Assignor

DispatchManager

Call Center

Preventive Maintenance

Self Service

*Request Type defines combination

Capital, Facility, or

Real EstateProjects

Work, Schedule, Inspection,

etc.Task

VendorsWorkgroups

Main Features:o Self-service and duplicate request management processes for corrective

maintenanceo Preventive maintenance processes and integrated Service Level

Agreementso Condition-based maintenance processes

Benefits:o Avoids costly dispatches of internal or

external service providers to resolve duplicate issues

o Automates generation an dispatch of preventive maintenance tasks to extend life of critical assets

o Evaluates operational, financial and environmental returns to optimize capital investments

How Is TRIRIGA Used?OverviewoOne of the first TRIRIGA users when it was rolled out as

SPAN FMo Currently using v8, installed in 2006o Primary use toady: Operations & Maintenance and Capital

Projects

Operations & Maintenanceo Tickets are requested for services o Emailo Call in: Help Desko E-services (on-line requests)o Internal QA/QC requests

Statuso In design state with eCIFM for the Operations &

Maintenance and Capital Projects oGo live date: July 1, 2017o Incorporating mobile devices for Operations & Maintenance

and Capital Projects

Maintenance &

Engineering

Furniture Systems, Moving,

& Custodial

Service Work Orders: Average 51,000

annually

Construction Support

shops

Projects: Average

350 annually

TRIRIGA at The World Bank Group

TRIRIGA at World Bank - Overview

TRIRIGA Modules:

Operations & Maintenance and Capital Projects

o Currently upgrading IBM TRIRIGA Operations and Maintenance from version 8.4 to 10.5.

o This upgrade will facilitate day to day facilities operations.

Interfacing with other systems:o eServiceo Webtask - which has a current interface with their

existing application

Portfolio Data:o Geographyo Locationso Peopleo Organizations

Geography Locations People

Assets Organizations

World Bank Challenges

TRIRIGA was not available to users in the field

Project Information was scattered and not stored in TRIRIGA

Documents were divided among separate systems making printing difficult

Our Solutions

eCIFM Mobile On-The-Go

eCIFM DataMigrator

eCIFM Data Consolidator

Implementing eCIFM Value Adds for TRIRIGA

On-The-Go Mobile Solution

• Projects On-The-Go• Project Schedules • Project Budgets• Project Documents

• Service On-The-Go• Work Orders & PMs• Time Entry • Asset Management

Data Consolidator

• Merge unrelated documents

• Store / Print / Send• Bundles various

document formats into one PDF file

• Organize information for analytics

Bi directional Outlook Integration

• Project Summary• Email Conversation /

Approvals• Bi Directional

integration to MS Outlook

• Automated document upload from email to TRIRIGA

TRIRIGA at World Bank - Overview

TRIRIGA at The World Bank Group

Request Submission Description

o Requesters submit requests for work via eService (interfaced with TRIRIGA)

o New Help Desk User portal configured in the ungraded version of TRIRIGA

o Out-of-the-Box Hierarchy will require modifications to match the existing form

TRIRIGA at World Bank – Working Details

Work Task Routing – Multi Location, Multi Service Provider - Service Assignment using Service Assignment Matrix (SAM)

TRIR

IGA

Phase

Work Request Issued

Check Service Plan for Request

Action = Create Work Task?

Lookup SAM for Request Class and

Location

SAM Located? Assign Work Task to Service Provider in

SAM

Supervisor Assigns to

Team Member (Technician)

End

Service Plan Service

Assignment Matrix

Place Request in Open Request

Queue

Place Work Task in Workgroup

Unassigned Queue

Place Work Task in Team Member

Assigned Queue

Open Service

Requests Queue

Workgroup Unassigned

Tasks Queue

Team Member

Task Queue

Place Work Task in Open Work Task

Queue

Open Work Tasks

Queue

Check Service Plan

1

Action

2

Place Request in

3

Lookup SAM for

4

Place Work Task in

5

Place Work Task in

7

Supervisor 8

Assign Work Task to

6

Place Work Task in

9

Yes Yes

Service Agreement Overview

The process that the system will use to route Work Tasks to the appropriate Service Provider (Workgroup) and ultimately, the Team Member in that Workgroup

Add Description field on the Request Details Section. Should be the 1st field-required Request Classification: Required Created via (Dropdown: Classification) – required Work Type (OOB Classification) Asset: Query Building Equipment Add sender reference number field

TRIRIGA at World Bank – Working Details

Move details MLI with 5 lines with Name, From Location to Location: 3 columns Search Query

Default to Someone ElseMove Proposed Move Date to General Section

TRIRIGA at World Bank – Working Details

On-The-Go Mobile for World Bank

Services On-The-Go

Work Orders & PMsTime Entry

Asset Management

Projects On-The-Go

Project SchedulesProject Budgets

Project Documents

The World Bank Group - Next Steps

o Rolling out to Operations & Maintenance to Field Office Facility Management Group as a pilot in Nairobi and Chennai. Pilot could then be expanded to 15 other office locations.

o Implementation of Real Estate & Energy applications

Questions?

InterConnect2017

THANK YOU!

Contact Us for more information

Sanjiv Paul Singh, AIA, LEED-APeCIFM Solutions Inc.Sanjiv@ecifm.com

Greg D. Oliver, CFMSenior Project Managergoliver@worldbank.org