Enterprise Real EstateEver Better Places That Enhance Customer and Employee Experiences

Using Business Architecture to Facilitate a North American Business Model at the TD Bank

Building Business CapabilityNovember 2, 2016

Presentation Overview

Introduction

North American Optimization

Business Architecture as Strategic Approach

Delivering Value

Closing Remarks / Questions

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Partnership

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Manager – Business Management TechnologyTD Bank

Vice PresidentBenchmark

ERE Technology Strategy and Analytics LeadTD Bank

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Benchmark

Benchmark is a business architecture and application transformation company. Our revolutionary capability builds on our expertise in creating, implementing and managing enterprise software and outsourcing to help clients get the absolute most out of their technology investment and create truly sustainable value for their customers and shareholders.

For more information visit http://biz-architect.com/

Benchmark is the creator of IRIS Business Architect, an application that enables Enterprise and Business Architects to plan and execute initiatives in alignment to their corporations strategies with agility. IRIS Business Architect is aligned with the TOGAF, BIZBOK, BMM, BPMN, BABOK & BMC standards.

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TD Bank Group

Headquartered in Toronto, Canada, with more than 80,000 employees in offices around the world, The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group (TD). TD offers a full range of financial products and services to approximately 25 million customers worldwide through three key business lines:

Canadian Retail Banking U.S. Retail Banking Wholesale Banking

Toronto-Dominion Bank trades on the New York and Toronto Stock Exchanges under the ticker symbol "TD".

For more information visit www.td.com

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Enterprise Real Estate (ERE)

Enterprise Real Estate (ERE) provides a variety of services to support all of TD Bank’s business units across North America. ERE is responsible for the company’s retail and corporate global real estate portfolio, providing real estate strategies and solutions that align with the objectives of the Bank’s business units, always ensuring that service delivery is timely, cost effective and meets business needs.

TD manages approximately 23 million square feet and 4000+ active leases and owned properties under management across North America.

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Real Estate Technology Strategy and Analytics

Mission Statement

We deliver “Best in Class” Real Estate “Technology-driven” solutions and analytics that enable Enterprise Real Estate to maximize its value proposition to the Bank (MyERE).

Guiding Principles

1. Empower ERE to achieve its strategic business objectives 2. Enable North American “Best in Class” operational excellence3. Conform with the overarching TD Standards (Technology, Risk, Security

and Governance).4. Adhere to the principles of Lean Six Sigma & Business Architecture5. Change is the law of life. And those who look only to the past or present

are certain to miss the future. John F. Kennedy

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North American Optimization

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NAO Strategic Objectives

One Solutionfor managing

The Real Estate Asset Life Cycle

One SystemOne Truth

StandardizeData Definitions

and ImproveData Quality

Enhance Management of all Real Estate

Assets

Enable Electronic Data Interchange

with Vested Partners

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Key Challenges

Current State

Inflexibility

Disconnected

Inefficient

Complex

Customized

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Business Architecture as Strategic Approach

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Why Business Architecture?

Capabilities Value Streams

Organization Assets

Processes

Stakeholders

Measures

Rules & Regulations

Initiatives

Information

Products

Services

Business Information is a Valuable AssetStructuring Business Information Enables Leveraging Value From It

Strategy

Business View

Technology View

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DemonstrationBusiness Information is Housed in a System as a Book of Record

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Why Business Architecture?

Capabilities Value Streams

Organization Assets

Processes

Stakeholders

Measures

Rules & Regulations

Initiatives

Information

Products

Services

Strategy

Breaks Down Complexity Into More Manageable PiecesAllows Us To Focus on Relationships and Interactions

Move to One Enterprise Solution

Normalize Data Definitions to North American Standard

Maturity Metrics

Project Managers

Specialists

TD Risk & Control 12A

Cap. Mgmt. Reg. 26CCap Project Mgr. 1.2 Budget Tracker 3.0

North American Optimization

Capital Project Management

Project Financial Reporting

Create Project

Submit Bid

Project Details

PO Invoices

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DemonstrationAgile Models Are Moving Towards Interaction Maps

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Delivering Value

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Align Execution to Strategy

• Business Architecture connects Strategy to the execution of Strategy

• Determine the initiatives with the right amount of effort to realize a strategy

• Then create a roadmap across the organization that aligns strategy to the initiatives that deliver to them

• Modeling it out means everyone has the same understanding of a strategy and how to achieve its goals

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Align Execution to Strategy

Diagram from Strategy to Roadmap using IRIS BA – DL to do

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Create Team Engagement

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Connected Meaningful Work

UniformityGuided

Link To Understandable Best PracticesWe linked our Business Architecture to easily understandable Six Sigma SIPOC methodology to shorten the information gathering, consumption, analysis and communication process

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Ability to See New OpportunitySee your Organization, Assets, Value Streams and Capabilities in a new light

Business Architecture Allows you to perform WHAT IF scenarios:

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New Value Stream

Product

Team

Capability

Model Change Under One FrameworkWe can model a change before we execute the change to determine impact

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Continue to Build Future ValueWhen the Business Architecture model is completed, we will turn it to the business to help the business optimize itself.

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Closing Remarks / Questions

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Contact InformationJames Pickens

ERE Technology Strategy and Analytics Lead (TD Bank)

Colin LeungManager – Business Management Technology (TD Bank)

Daniel LambertVice President (Benchmark)

Tel: 855 – 798 – 2042 x 2010Email: dlambert@benchmarkconsulting.com

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