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Vertical Industries Require Flexible & Configurable Integrated Workplace Management System (Solutions R E T AI L , H E AL T H C AR E , F I N AN C I AL & O TH E R S EW O R K P L AC E M AN AG E M E N T S O L U TI O N S H O L D C O M P E
O R A C L E W H I T E P A P E R | J A N U A R Y 2 0 1 5
Vertical Industries Require Flexible & Configurable Integrated Workplace Management System (IWMS
F I N AN C I AL & O TH E R S E C TO R S W I TH S P E C I AL I Z E D , L I F E C Y C L E S O L U TI O N S H O L D C O M P E TI T I V E E D G E .
Vertical Industries Require Flexible & Configurable IWMS)
E D , L I F E C Y C L E
Vertical Industries Require Flexible & Configurable Integrated Workplace Management System (
Disclaimer
The following is intended to outline our general product direction. It is intended for information
purposes only, and may not be incorporated into
material, code, or functionality, and should not be relied upon in making purchasing decisions. The
development, release, and timing of any features or functionality described for Oracle’s products
remains at the sole discretion of Oracle.
Integrated Workplace Management System (IWMS) Solutions
The following is intended to outline our general product direction. It is intended for information
purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any
material, code, or functionality, and should not be relied upon in making purchasing decisions. The
development, release, and timing of any features or functionality described for Oracle’s products
The following is intended to outline our general product direction. It is intended for information
any contract. It is not a commitment to deliver any
material, code, or functionality, and should not be relied upon in making purchasing decisions. The
development, release, and timing of any features or functionality described for Oracle’s products
1 | VERTICAL INDUSTRIES REQUIRE FLEXIBLE & CONFIGURABLE
Table of Contents
Disclaimer
Executive Overview
The IWMS Umbrella
Facilities and maintenance management
Real estate portfolio management
Capital planning
Industry by Industry
Retail
Healthcare
Financial and insurance
Higher education
The Solution: Flexibility & Configurability
Facilities and Space Management
Real Estate Portfolio Management
Project Delivery and Management
Sustainability
Summary
ONFIGURABLE INTEGRATED WORKPLACE MANAGEMENT SYSTEM (IWMS) SOLUTIONS
aintenance management
Real estate portfolio management
Flexibility & Configurability
Facilities and Space Management
Real Estate Portfolio Management
Project Delivery and Management
SOLUTIONS
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2 | VERTICAL INDUSTRIES REQUIRE FLEXIBLE & CONFIGURABLE
Executive Overview
The definition of “workplace” has evolved dramatically over the last decade. Mobile technology has
allowed employees to break free from their cubicles and spread out throughout an office campus, green
efforts have transformed traditional buildings into LEE
companies are expanding office space at a rapid pace
workspaces to meet changing business needs.
Along with these changes, the scope of Integrated Workplace Ma
accommodate growing workplace needs.
Today, companies also need to balance workplace management with financial discipline, operational
excellence and risk management. They must manage rising end
and upgrades, as well as monitor the entire real estate portfolio and its space demands, capital
expansions, assets and equipment. They must also ensure that building codes and environmental
regulatory compliance requirements are met.
Further complicating matters -- while many of the strategic drivers for IWMS are common to all
businesses, each vertical market has its own unique workplace management needs. Retailers, for
instance, place a high priority on project management and facilities manag
healthcare industry may be more concerned with equipment maintenance and compliance.
Without appropriate systems in place, companies face wasted resources, maintenance and operations
cost overruns and overall poor financial planning.
deteriorate, maintenance response times can slow, and planning for future space demands can be
delayed.
How a company integrates IWMS and tweaks its business processes to address the organization’s
unique requirements make an IWMS solution truly valuable to the enterprise. The key is having a
comprehensive IWMS solution that integrates lifecycle and data continuity with flexibility and
configurability to meet specific industry needs. This white paper
an IWMS solution for today’s growing and highly specialized workplace environments.
The IWMS Umbrella
Most enterprises juggle several core functional areas of workplace management, which in most cases
are organizationally and operationally independent.
Facilities and maintenance managemen
Facilities managers face the daunting task of keeping all aspects of the building up and running, as well
as ready to meet the changing needs of the business. This includes strateg
and BIM integration, space management, site and employee service management, resource scheduling
and move management.
Maintenance management is another essential element to the smooth operation of any facility
keeping interruptions, system failures and safety incidents to a minimum. Preventative maintenance
also involves processing service requests and work orders, job plans, meter reading, material and parts
inventory, material orders and their movement throughout the facilit
ONFIGURABLE INTEGRATED WORKPLACE MANAGEMENT SYSTEM (IWMS) SOLUTIONS
The definition of “workplace” has evolved dramatically over the last decade. Mobile technology has
allowed employees to break free from their cubicles and spread out throughout an office campus, green
efforts have transformed traditional buildings into LEED certified centers of energy sustainability, and
companies are expanding office space at a rapid pace – either building, buying, leasing or adapting
workspaces to meet changing business needs.
Along with these changes, the scope of Integrated Workplace Management Systems has expanded to
Today, companies also need to balance workplace management with financial discipline, operational
excellence and risk management. They must manage rising end-to-end facilities costs of maintenance
and upgrades, as well as monitor the entire real estate portfolio and its space demands, capital
expansions, assets and equipment. They must also ensure that building codes and environmental
regulatory compliance requirements are met.
while many of the strategic drivers for IWMS are common to all
businesses, each vertical market has its own unique workplace management needs. Retailers, for
instance, place a high priority on project management and facilities management needs, while the
healthcare industry may be more concerned with equipment maintenance and compliance.
Without appropriate systems in place, companies face wasted resources, maintenance and operations
cost overruns and overall poor financial planning. Without a portfolio view of operations, facilities can
deteriorate, maintenance response times can slow, and planning for future space demands can be
How a company integrates IWMS and tweaks its business processes to address the organization’s
nique requirements make an IWMS solution truly valuable to the enterprise. The key is having a
comprehensive IWMS solution that integrates lifecycle and data continuity with flexibility and
configurability to meet specific industry needs. This white paper lays out the most important features in
an IWMS solution for today’s growing and highly specialized workplace environments.
Most enterprises juggle several core functional areas of workplace management, which in most cases
onally and operationally independent.
Facilities and maintenance management
Facilities managers face the daunting task of keeping all aspects of the building up and running, as well
as ready to meet the changing needs of the business. This includes strategic facilities planning, CAD
and BIM integration, space management, site and employee service management, resource scheduling
Maintenance management is another essential element to the smooth operation of any facility
tions, system failures and safety incidents to a minimum. Preventative maintenance
also involves processing service requests and work orders, job plans, meter reading, material and parts
inventory, material orders and their movement throughout the facility.
SOLUTIONS
The definition of “workplace” has evolved dramatically over the last decade. Mobile technology has
allowed employees to break free from their cubicles and spread out throughout an office campus, green
D certified centers of energy sustainability, and
either building, buying, leasing or adapting
nagement Systems has expanded to
Today, companies also need to balance workplace management with financial discipline, operational
maintenance
and upgrades, as well as monitor the entire real estate portfolio and its space demands, capital
expansions, assets and equipment. They must also ensure that building codes and environmental
while many of the strategic drivers for IWMS are common to all
businesses, each vertical market has its own unique workplace management needs. Retailers, for
ement needs, while the
Without appropriate systems in place, companies face wasted resources, maintenance and operations
Without a portfolio view of operations, facilities can
deteriorate, maintenance response times can slow, and planning for future space demands can be
How a company integrates IWMS and tweaks its business processes to address the organization’s
nique requirements make an IWMS solution truly valuable to the enterprise. The key is having a
comprehensive IWMS solution that integrates lifecycle and data continuity with flexibility and
lays out the most important features in
Most enterprises juggle several core functional areas of workplace management, which in most cases
Facilities managers face the daunting task of keeping all aspects of the building up and running, as well
ic facilities planning, CAD
and BIM integration, space management, site and employee service management, resource scheduling
Maintenance management is another essential element to the smooth operation of any facility –
tions, system failures and safety incidents to a minimum. Preventative maintenance
also involves processing service requests and work orders, job plans, meter reading, material and parts
3 | VERTICAL INDUSTRIES REQUIRE FLEXIBLE & CONFIGURABLE
Within facilities management, managers must be able to assess facility conditions in a timely manner.
This includes inspecting, collecting, analyzing and reporting on the condition of the entire facility or
building system from top to bottom. This inf
planning
Real estate portfolio management
Companies must plan for, track and manage a diverse real estate portfolio that includes both leased
and owned properties. What’s more, every step of the
selection, acquisitions and property disposition, must be carefully monitored so that changes to
compliance requirements or tax rules can be adapted, and strategic decision
Capital planning
Every company regardless of vertical industry looks to maximize the return on its project investments.
Resource and budget limitations place a premium on making the right decisions on which projects to
include in the capital plan. Collaboration be
to ensure the most-efficient use of capital funds.
Sustainability and energy management
Over the last decade, the Green Movement in business has evolved from an eco
practice that just makes good bottom-line business sense. Who doesn’t want to be more energy
efficient and lower utility bills? True sustainability and energy management requires facilities managers
to measure energy and water consumption, as well as waste pr
emissions, within facilities – and then have a plan for reduction. IWMS tools that support sustainability
and energy management should include integration with building management systems (BMS),
sustainability performance metrics, energy benchmarking, carbon emissions tracking and energy
efficiency project analysis.
In all of these areas, facilities executives face similar challenges with financial discipline, operational
excellence and risk management. But in different vertical
different flavor that must be addressed through the flexibility and configurability of more comprehensive,
lifecycle IWMS solutions. The solution must be adaptable to any vertical to let users define their own
processes, incorporate their own logic, and add very specific workflows to tackle their specific needs.
Industry by Industry
Retail
The retail industry is undergoing tremendous change, and in the next five years analysts predict that
stores will continue to morph into experiential destinations, according to the Professional Retail Store
Maintenance Assocation.1
With the rush to convert retail stores into the new shopping utopia, it’s easy to see that time is money.
For retailers, the name of the game is speed
make sales. Time to market is critical, so facilities executive are turning to project management
solutions for scheduling and planning to get new stores up and running on schedule in an industr
ONFIGURABLE INTEGRATED WORKPLACE MANAGEMENT SYSTEM (IWMS) SOLUTIONS
Within facilities management, managers must be able to assess facility conditions in a timely manner.
This includes inspecting, collecting, analyzing and reporting on the condition of the entire facility or
building system from top to bottom. This information is critical for budgeting and maintenance project
Companies must plan for, track and manage a diverse real estate portfolio that includes both leased
and owned properties. What’s more, every step of the real estate transactions process, such as site
selection, acquisitions and property disposition, must be carefully monitored so that changes to
compliance requirements or tax rules can be adapted, and strategic decision-making can be optimized.
Every company regardless of vertical industry looks to maximize the return on its project investments.
Resource and budget limitations place a premium on making the right decisions on which projects to
include in the capital plan. Collaboration between planners and those who execute the project is critical
efficient use of capital funds.
Over the last decade, the Green Movement in business has evolved from an eco-trendy thing to do to a
line business sense. Who doesn’t want to be more energy
efficient and lower utility bills? True sustainability and energy management requires facilities managers
to measure energy and water consumption, as well as waste production and greenhouse gas
and then have a plan for reduction. IWMS tools that support sustainability
and energy management should include integration with building management systems (BMS),
s, energy benchmarking, carbon emissions tracking and energy
In all of these areas, facilities executives face similar challenges with financial discipline, operational
excellence and risk management. But in different vertical markets, those challenges take on a slightly
different flavor that must be addressed through the flexibility and configurability of more comprehensive,
lifecycle IWMS solutions. The solution must be adaptable to any vertical to let users define their own
processes, incorporate their own logic, and add very specific workflows to tackle their specific needs.
The retail industry is undergoing tremendous change, and in the next five years analysts predict that
e to morph into experiential destinations, according to the Professional Retail Store
With the rush to convert retail stores into the new shopping utopia, it’s easy to see that time is money.
speed -- how fast can they open a new or renovated store and
make sales. Time to market is critical, so facilities executive are turning to project management
solutions for scheduling and planning to get new stores up and running on schedule in an industr
SOLUTIONS
Within facilities management, managers must be able to assess facility conditions in a timely manner.
This includes inspecting, collecting, analyzing and reporting on the condition of the entire facility or
ormation is critical for budgeting and maintenance project
Companies must plan for, track and manage a diverse real estate portfolio that includes both leased
real estate transactions process, such as site
selection, acquisitions and property disposition, must be carefully monitored so that changes to
making can be optimized.
Every company regardless of vertical industry looks to maximize the return on its project investments.
Resource and budget limitations place a premium on making the right decisions on which projects to
tween planners and those who execute the project is critical
trendy thing to do to a
line business sense. Who doesn’t want to be more energy
efficient and lower utility bills? True sustainability and energy management requires facilities managers
oduction and greenhouse gas
and then have a plan for reduction. IWMS tools that support sustainability
and energy management should include integration with building management systems (BMS),
s, energy benchmarking, carbon emissions tracking and energy
In all of these areas, facilities executives face similar challenges with financial discipline, operational
markets, those challenges take on a slightly
different flavor that must be addressed through the flexibility and configurability of more comprehensive,
lifecycle IWMS solutions. The solution must be adaptable to any vertical to let users define their own
processes, incorporate their own logic, and add very specific workflows to tackle their specific needs.
The retail industry is undergoing tremendous change, and in the next five years analysts predict that
e to morph into experiential destinations, according to the Professional Retail Store
With the rush to convert retail stores into the new shopping utopia, it’s easy to see that time is money.
how fast can they open a new or renovated store and
make sales. Time to market is critical, so facilities executive are turning to project management
solutions for scheduling and planning to get new stores up and running on schedule in an industry
4 | VERTICAL INDUSTRIES REQUIRE FLEXIBLE & CONFIGURABLE
where one missed opening during a holiday season could spell disaster for earnings. On the operational
side, retailers are constantly reinventing their storefronts with renovations, updates and re
projects. Facilities managers must keep pace with
with regular, scheduled improvements and preventive maintenance on a daily basis.
Assessing facility conditions is an important part of this process. This task includes inspecting,
collecting, analyzing and reporting on the condition of the entire facility or each building system, such as
the foundation, roof construction, exterior enclosure, elevators and lifts, plumbing, HVAC
few. Such assessments are not only critical for identifying and pre
also valuable for budgeting and capital planning.
Oracle’s Primavera Unifier for IWMS provides full lifecycle management from site selection, building,
redesign to maintenance. It’s a single integrated platform for o
portfolio in a logical configurable hierarchy that reflects the structure of the organization by business
unit, type of store, location or any other dimension.
The solution provides seamless integration with constru
retail building or stores. It also provides flexible, configurable business process automation capabilities.
The Primavera Unifier Project Controls solution components, when combined with Facilities and Real
Estate Management components provide a valuable tool for new store build, expansions, maintenance
and renovation. It enhances real estate portfolio and project visibility, as well as control across a
portfolio of stores. After the project and construction
then manage the building’s maintenance activities on the same system. The solution also ensures
regulatory compliance, and increased collaboration with vendors, contractors and suppliers.
The Facilities Condition Assessment (FCA) feature within Primavera Facilities Management provides all
the tools and processes required to perform this important task, including FCA inspections, assessing
deferred maintenance work and estimated deficiencies, current replacemen
costs, support for Uniformat II cost modeling, a configurable FCA Manager sheet, and automatic
calculation of each building system’s facility condition index (FCI), as well as the entire building’s FCI.
This ability to calculate the FCIs for each facility gives management professionals a way to objectively
compare facility and/or building conditions. As a result, decision
renewal funding needs and comparisons.
Healthcare
Some 73% of healthcare construction is currently for modernization of facilities, to update IT
infrastructure for greater clinical integration, and to make them greener and more patient
according to Health Facilities Management and American Society for Healthcare Eng
On a daily basis, healthcare facility and real estate executives are also challenged with regulatory
compliance and facility inspections, as well as controlling the cost of maintaining and operating their
healthcare facilities.
Similar to the retail industry, assessing facility conditions is critical to all healthcare facilities.
Assessments of a building’s foundation, roof, elevators and HVAC are critical to patient care.
Primavera Unifier for IWMS offers full lifecycle management from site s
maintenance of facilities, as well as fixed and moveable asset maintenance.
ONFIGURABLE INTEGRATED WORKPLACE MANAGEMENT SYSTEM (IWMS) SOLUTIONS
where one missed opening during a holiday season could spell disaster for earnings. On the operational
side, retailers are constantly reinventing their storefronts with renovations, updates and re-
projects. Facilities managers must keep pace with these changes, as well as maintain a store’s image
with regular, scheduled improvements and preventive maintenance on a daily basis.
Assessing facility conditions is an important part of this process. This task includes inspecting,
nd reporting on the condition of the entire facility or each building system, such as
the foundation, roof construction, exterior enclosure, elevators and lifts, plumbing, HVAC – to name a
few. Such assessments are not only critical for identifying and preventing serious issues, but the data is
also valuable for budgeting and capital planning.
Oracle’s Primavera Unifier for IWMS provides full lifecycle management from site selection, building,
redesign to maintenance. It’s a single integrated platform for organizing and managing the entire retail
portfolio in a logical configurable hierarchy that reflects the structure of the organization by business
unit, type of store, location or any other dimension.
The solution provides seamless integration with construction and renovation projects performed on the
retail building or stores. It also provides flexible, configurable business process automation capabilities.
The Primavera Unifier Project Controls solution components, when combined with Facilities and Real
Estate Management components provide a valuable tool for new store build, expansions, maintenance
and renovation. It enhances real estate portfolio and project visibility, as well as control across a
portfolio of stores. After the project and construction phases are completed, facilities executives can
then manage the building’s maintenance activities on the same system. The solution also ensures
regulatory compliance, and increased collaboration with vendors, contractors and suppliers.
tion Assessment (FCA) feature within Primavera Facilities Management provides all
the tools and processes required to perform this important task, including FCA inspections, assessing
deferred maintenance work and estimated deficiencies, current replacement value and capital renewal
costs, support for Uniformat II cost modeling, a configurable FCA Manager sheet, and automatic
calculation of each building system’s facility condition index (FCI), as well as the entire building’s FCI.
the FCIs for each facility gives management professionals a way to objectively
compare facility and/or building conditions. As a result, decision-makers gain visibility into building
e construction is currently for modernization of facilities, to update IT
infrastructure for greater clinical integration, and to make them greener and more patient-friendly,
according to Health Facilities Management and American Society for Healthcare Engineering.2
On a daily basis, healthcare facility and real estate executives are also challenged with regulatory
compliance and facility inspections, as well as controlling the cost of maintaining and operating their
etail industry, assessing facility conditions is critical to all healthcare facilities.
Assessments of a building’s foundation, roof, elevators and HVAC are critical to patient care.
Primavera Unifier for IWMS offers full lifecycle management from site selection, building, redesign and
maintenance of facilities, as well as fixed and moveable asset maintenance.
SOLUTIONS
where one missed opening during a holiday season could spell disaster for earnings. On the operational
-design
these changes, as well as maintain a store’s image
Assessing facility conditions is an important part of this process. This task includes inspecting,
nd reporting on the condition of the entire facility or each building system, such as
to name a
venting serious issues, but the data is
Oracle’s Primavera Unifier for IWMS provides full lifecycle management from site selection, building,
rganizing and managing the entire retail
portfolio in a logical configurable hierarchy that reflects the structure of the organization by business
ction and renovation projects performed on the
retail building or stores. It also provides flexible, configurable business process automation capabilities.
The Primavera Unifier Project Controls solution components, when combined with Facilities and Real
Estate Management components provide a valuable tool for new store build, expansions, maintenance
and renovation. It enhances real estate portfolio and project visibility, as well as control across a
phases are completed, facilities executives can
then manage the building’s maintenance activities on the same system. The solution also ensures
tion Assessment (FCA) feature within Primavera Facilities Management provides all
the tools and processes required to perform this important task, including FCA inspections, assessing
t value and capital renewal
costs, support for Uniformat II cost modeling, a configurable FCA Manager sheet, and automatic
calculation of each building system’s facility condition index (FCI), as well as the entire building’s FCI.
the FCIs for each facility gives management professionals a way to objectively
makers gain visibility into building-
e construction is currently for modernization of facilities, to update IT
friendly,
On a daily basis, healthcare facility and real estate executives are also challenged with regulatory
compliance and facility inspections, as well as controlling the cost of maintaining and operating their
etail industry, assessing facility conditions is critical to all healthcare facilities.
election, building, redesign and
5 | VERTICAL INDUSTRIES REQUIRE FLEXIBLE & CONFIGURABLE
Regulatory compliance is also high on the list of workplace concerns in healthcare management. Heath
facilities follow very strict rules for inspec
assets within the facilities. In these cases, Primavera Unifier for IWMS can help facilities executives
keep track of all compliance requirements and ensure that they meet all critical dates for p
preventative maintenance, such as testing cooling system in operating rooms, for example.
A Canadian-based healthcare system uses three IWMS configurable functions for its facilities.
Primavera Unifier Project Controls and Management solution hel
all of its hospital capital improvement projects, such as adding a wing in a hospital or renovating patient
rooms. The facilities and maintenance management
of its assets, from MRI machines to ambulance fleet to lawn mowers, and monitor their maintenance
needs – whether it’s a routine tune-up or an emergency repair.
The real estate management solution provides them with an integrated lease administration solution,
including automated lease payments. It also can be used to facilitate some of their real estate
transaction management needs, such as new site acquisition and disposition.
Financial and insurance
Financial and insurance companies can own or lease hundreds of
space, to call and claim centers, data centers and retail locations. In that respect, they share similar
needs and business challenges with other vertical industries when it comes to real estate and facilities
management.
But the financial services sector also has unique needs that IWMS solutions can solve. For instance,
one of America’s largest banks recently planned to replace and upgrade more than 2,000 drive
ATM machines nationwide. The financial instituti
projects at every bank branch across the country. It chose a Primavera Unifier for IWMS solution that
included project and program management and a capital projects solution to orchestrate the upgrade.
Today, the financial institution uses the Primavera Unifier asset maintenance and preventative
maintenance solution to centrally manage all 2,000 ATM machines and ensure that they continue to
function properly.
Higher education
Higher education must manage a diverse portfolio of educational, housing, dining and sports facilities
each with unique needs and changing demands. A large public, land
students was looking for a complete IWMS solution to handle all of those requirements. They c
Unifier because of its single platform and integrated system that can manage capital projects and
expansion along with facilities maintenance and management
subleased restaurant spaces in the Student Union food court
On capital projects side, the University of Utah deployed Primavera Unifier to help manage its $96
million Cancer Center expansion project.
million under budget and two months ahead of schedule.
and has approximately 300 capital projects in progress, totaling more than US$900 million.
Unifier enables the university to more tightly control campus construction budgets, as well as provide
seamless access to information about capital projects.
ONFIGURABLE INTEGRATED WORKPLACE MANAGEMENT SYSTEM (IWMS) SOLUTIONS
Regulatory compliance is also high on the list of workplace concerns in healthcare management. Heath
facilities follow very strict rules for inspection of medical equipment and instruments, as well as other
assets within the facilities. In these cases, Primavera Unifier for IWMS can help facilities executives
keep track of all compliance requirements and ensure that they meet all critical dates for performing
preventative maintenance, such as testing cooling system in operating rooms, for example.
based healthcare system uses three IWMS configurable functions for its facilities.
Primavera Unifier Project Controls and Management solution helps the healthcare organization manage
all of its hospital capital improvement projects, such as adding a wing in a hospital or renovating patient
maintenance management solution allows the healthcare system to track each
sets, from MRI machines to ambulance fleet to lawn mowers, and monitor their maintenance
up or an emergency repair.
real estate management solution provides them with an integrated lease administration solution,
It also can be used to facilitate some of their real estate
transaction management needs, such as new site acquisition and disposition.
Financial and insurance companies can own or lease hundreds of locations ranging from general office
space, to call and claim centers, data centers and retail locations. In that respect, they share similar
needs and business challenges with other vertical industries when it comes to real estate and facilities
But the financial services sector also has unique needs that IWMS solutions can solve. For instance,
one of America’s largest banks recently planned to replace and upgrade more than 2,000 drive-through
ATM machines nationwide. The financial institution needed a solution to help them manage these
projects at every bank branch across the country. It chose a Primavera Unifier for IWMS solution that
included project and program management and a capital projects solution to orchestrate the upgrade.
the financial institution uses the Primavera Unifier asset maintenance and preventative
maintenance solution to centrally manage all 2,000 ATM machines and ensure that they continue to
rse portfolio of educational, housing, dining and sports facilities
each with unique needs and changing demands. A large public, land-grant university with 29,000
students was looking for a complete IWMS solution to handle all of those requirements. They c
Unifier because of its single platform and integrated system that can manage capital projects and
expansion along with facilities maintenance and management – and even lease management of its
subleased restaurant spaces in the Student Union food court.
the University of Utah deployed Primavera Unifier to help manage its $96
million Cancer Center expansion project. The solution helped the university complete the project $9
million under budget and two months ahead of schedule. Today, the campus continues to grow rapidly
and has approximately 300 capital projects in progress, totaling more than US$900 million. Primavera
Unifier enables the university to more tightly control campus construction budgets, as well as provide
s access to information about capital projects.
SOLUTIONS
Regulatory compliance is also high on the list of workplace concerns in healthcare management. Heath
tion of medical equipment and instruments, as well as other
assets within the facilities. In these cases, Primavera Unifier for IWMS can help facilities executives
erforming
based healthcare system uses three IWMS configurable functions for its facilities.
ps the healthcare organization manage
all of its hospital capital improvement projects, such as adding a wing in a hospital or renovating patient
solution allows the healthcare system to track each
sets, from MRI machines to ambulance fleet to lawn mowers, and monitor their maintenance
real estate management solution provides them with an integrated lease administration solution,
It also can be used to facilitate some of their real estate
locations ranging from general office
space, to call and claim centers, data centers and retail locations. In that respect, they share similar
needs and business challenges with other vertical industries when it comes to real estate and facilities
But the financial services sector also has unique needs that IWMS solutions can solve. For instance,
through
on needed a solution to help them manage these
projects at every bank branch across the country. It chose a Primavera Unifier for IWMS solution that
included project and program management and a capital projects solution to orchestrate the upgrade.
the financial institution uses the Primavera Unifier asset maintenance and preventative
maintenance solution to centrally manage all 2,000 ATM machines and ensure that they continue to
rse portfolio of educational, housing, dining and sports facilities
grant university with 29,000
students was looking for a complete IWMS solution to handle all of those requirements. They chose
Unifier because of its single platform and integrated system that can manage capital projects and
and even lease management of its
the University of Utah deployed Primavera Unifier to help manage its $96
The solution helped the university complete the project $9
the campus continues to grow rapidly
Primavera
Unifier enables the university to more tightly control campus construction budgets, as well as provide
6 | VERTICAL INDUSTRIES REQUIRE FLEXIBLE & CONFIGURABLE
The university has reduced project closeout time from up to three years, to an average of three to six
months, and provided university administrators with an expanded view of projects underway.
The university also integrated Primavera Capital Planning, Primavera Project Delivery Management,
and Primavera Cost Controls with the university’s PeopleSoft Financials environment to automate
payment processes and ensure consistent information between systems.
Future projects will continue to benefit from improved collaboration and visibility with the university’s
external partners—including more than 90 consultants and contractors
system for day-to-day project management. Unifier has cre
environment that the university will continue to use to track key performance indicators, facilitate state
reporting and expand portfolio planning capabilities
The Solution: Flexibility & Configurability
Primavera Unifier has the flexibility and configurability to
challenges. Organizations can leverage the built
business processes to satisfy their own business rules and ad
most other IWMS solutions, which tend to be more rigid and have fixed structures and business
processes, Unifier is a highly flexible solution. Business processes can be configured into the design,
including workflow, forms, fields, metadata, logic and other rules and requirements.
A comprehensive IWMS solution like Primavera Unifier provides customers with the ability to organize
their portfolio of facilities, properties and projects, according to their specific hie
Dashboards and map views can be configured at each level of Primavera Unifier’s hierarchy, whether
by project, program, facility or region, to provide a robust display of highly
across multiple tiers of information. These
facilities and the ability to slice information and drill down
root cause.
Facilities and Space Management
Unifier’s space management solution allows organizations to maintain a centralized repository of
physical spaces, and information about those spaces, delivering robust functionality that allows
customers to optimize space utilization across the portfolio.
Unifier allows companies to:
» Manage and track space counts by type, usage and occupants.
» Consistently collect, analyze and report on facilities.
» Benefit from support for Building Owners and Managers Association standards.
» View interactive floor plans to manage space.
» Track and report on employee head counts, space standard compliance, room availability and more.
Real Estate Portfolio Management
Primavera Unifier for IWMS provides strategic planning
estate portfolio and assets. Unifier gives companies the ability to:
ONFIGURABLE INTEGRATED WORKPLACE MANAGEMENT SYSTEM (IWMS) SOLUTIONS
educed project closeout time from up to three years, to an average of three to six
months, and provided university administrators with an expanded view of projects underway.
y also integrated Primavera Capital Planning, Primavera Project Delivery Management,
and Primavera Cost Controls with the university’s PeopleSoft Financials environment to automate
payment processes and ensure consistent information between systems.
projects will continue to benefit from improved collaboration and visibility with the university’s
including more than 90 consultants and contractors— by giving them access to the
day project management. Unifier has created a flexible project management
environment that the university will continue to use to track key performance indicators, facilitate state
reporting and expand portfolio planning capabilities.
Flexibility & Configurability
er has the flexibility and configurability to adapt to any vertical industry’s needs and
challenges. Organizations can leverage the built-in design and configuration tool kit to define or modify
business processes to satisfy their own business rules and adapts to the way they do business. Unlike
most other IWMS solutions, which tend to be more rigid and have fixed structures and business
processes, Unifier is a highly flexible solution. Business processes can be configured into the design,
w, forms, fields, metadata, logic and other rules and requirements.
A comprehensive IWMS solution like Primavera Unifier provides customers with the ability to organize
of facilities, properties and projects, according to their specific hierarchy needs.
Dashboards and map views can be configured at each level of Primavera Unifier’s hierarchy, whether
to provide a robust display of highly aggregated information
se graphical elements provide a comprehensive view across
facilities and the ability to slice information and drill down to identify the source of an issue to identify the
ows organizations to maintain a centralized repository of
physical spaces, and information about those spaces, delivering robust functionality that allows
customers to optimize space utilization across the portfolio.
and track space counts by type, usage and occupants.
Consistently collect, analyze and report on facilities.
Benefit from support for Building Owners and Managers Association standards.
View interactive floor plans to manage space.
oyee head counts, space standard compliance, room availability and more.
strategic planning functions as a repository of a corporation’s real
companies the ability to:
SOLUTIONS
educed project closeout time from up to three years, to an average of three to six
y also integrated Primavera Capital Planning, Primavera Project Delivery Management,
and Primavera Cost Controls with the university’s PeopleSoft Financials environment to automate
projects will continue to benefit from improved collaboration and visibility with the university’s
by giving them access to the
ated a flexible project management
environment that the university will continue to use to track key performance indicators, facilitate state
adapt to any vertical industry’s needs and
in design and configuration tool kit to define or modify
apts to the way they do business. Unlike
most other IWMS solutions, which tend to be more rigid and have fixed structures and business
processes, Unifier is a highly flexible solution. Business processes can be configured into the design,
A comprehensive IWMS solution like Primavera Unifier provides customers with the ability to organize
rarchy needs.
Dashboards and map views can be configured at each level of Primavera Unifier’s hierarchy, whether
aggregated information
graphical elements provide a comprehensive view across
to identify the source of an issue to identify the
oyee head counts, space standard compliance, room availability and more.
functions as a repository of a corporation’s real
7 | VERTICAL INDUSTRIES REQUIRE FLEXIBLE & CONFIGURABLE
» Gain visibility into all real estate information across an entire portfolio.
» Track strategic transactions such as site/property acquisitions, dispositions and lease renewals.
» Manage market transactions such as acquisitions, constr
» Configure commission tracking processes and reporting.
» Manage portfolio locations by region, property, site or any other structure.
Project Delivery and Management
Primavera Unifier provides customers with the ability t
from large capital projects to small maintenance and renovation type projects. Unifier gives companies
the ability to:
» Automate all collaborative processes.
» Configure to match unique business workflow need
» Enforce business rules for compliance and routing of documents.
» Gain immediate visibility into problem areas.
» Fulfill auditing and reporting requirements.
» Utilize granular permissions control and detailed audit log.
Sustainability
Unifier’s configurable capabilities allow organization to set up the processes they need to record, track
and manage multiple dimensions of sustainability. Unifier enables companies to:
» Customize energy reports and provide dashboard capabilities based on each customer’s needs
compliance requirements.
» Determine LEED readiness through the Environment Manager navigation mode that can be set up
with appropriate business processes to track the environmental impact of facilities.
» Calculate ROI of sustainability initiatives.
Summary
A comprehensive IWMS solution has many benefits, including greater financial discipline, operational
excellence and risk management. Integrated cost and budget governance means that companies now
have transparency and control of all real estate and
financial planning is made easier. Preventative maintenance and inspections are now automated,
minimizing system failures and reported incidents, and baselines have now been established for code
compliance.
A flexible, configurable IWMS solution that meets the specialized needs of vertical industries provides a
competitive edge.
ONFIGURABLE INTEGRATED WORKPLACE MANAGEMENT SYSTEM (IWMS) SOLUTIONS
Gain visibility into all real estate information across an entire portfolio.
Track strategic transactions such as site/property acquisitions, dispositions and lease renewals.
Manage market transactions such as acquisitions, construction, dispositions and financing.
Configure commission tracking processes and reporting.
Manage portfolio locations by region, property, site or any other structure.
Primavera Unifier provides customers with the ability to comprehensively manage all types of projects,
from large capital projects to small maintenance and renovation type projects. Unifier gives companies
Configure to match unique business workflow needs.
Enforce business rules for compliance and routing of documents.
Gain immediate visibility into problem areas.
Fulfill auditing and reporting requirements.
Utilize granular permissions control and detailed audit log.
capabilities allow organization to set up the processes they need to record, track
and manage multiple dimensions of sustainability. Unifier enables companies to:
Customize energy reports and provide dashboard capabilities based on each customer’s needs
Determine LEED readiness through the Environment Manager navigation mode that can be set up
with appropriate business processes to track the environmental impact of facilities.
Calculate ROI of sustainability initiatives.
A comprehensive IWMS solution has many benefits, including greater financial discipline, operational
excellence and risk management. Integrated cost and budget governance means that companies now
have transparency and control of all real estate and facilities costs. Cost overruns are minimized, and
financial planning is made easier. Preventative maintenance and inspections are now automated,
minimizing system failures and reported incidents, and baselines have now been established for code
A flexible, configurable IWMS solution that meets the specialized needs of vertical industries provides a
SOLUTIONS
Track strategic transactions such as site/property acquisitions, dispositions and lease renewals.
o comprehensively manage all types of projects,
from large capital projects to small maintenance and renovation type projects. Unifier gives companies
capabilities allow organization to set up the processes they need to record, track
Customize energy reports and provide dashboard capabilities based on each customer’s needs and
Determine LEED readiness through the Environment Manager navigation mode that can be set up
A comprehensive IWMS solution has many benefits, including greater financial discipline, operational
excellence and risk management. Integrated cost and budget governance means that companies now
facilities costs. Cost overruns are minimized, and
financial planning is made easier. Preventative maintenance and inspections are now automated,
minimizing system failures and reported incidents, and baselines have now been established for code
A flexible, configurable IWMS solution that meets the specialized needs of vertical industries provides a
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Copyright © 2015contents hereof are subject to change without notice. This document is not warranted to be errorwarranties or conditions, whether expressed orally or implied in law, infitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obformed either directly or indirectly by this documentmeans, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under licensare trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron,trademarks or registered trademarks of Advanced Micro Devices. UNIX is a register White Paper TitleJanuary 2015
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ment is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other
cluding implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are
. This document may not be reproduced or transmitted in any form or by any
be trademarks of their respective owners.
Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and the AMD logo, and the AMD Opteron logo are
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