data_decisions_dashboards.ppt

Maintaining today, creating tomorrow

IFMA 3-D Conference:

Data, Decisions and Dashboards

George Lohnes

February 27, 2008

Maintaining today, creating tomorrow

About UGL Unicco

• Established in 1949; acquired by United Group Ltd in 2007 – a $3.5B Australian company with $1.2B in CRE and Facility

services

• Approximately $735 million in annual revenues• Headquartered in Boston , Massachusetts with

regional and operational support offices throughout North America

• Serving over 900 customers at 5,000 sites• 18,000 employees in North America• 95% client retention rate

Maintaining today, creating tomorrow

Today’s Discussion

• Overview of portals and dashboards

• Examples of Facility Dashboards

• Guidelines for building a facility dashboard

• “Live” build of a facility dashboard

• Future Trends

Maintaining today, creating tomorrow

Portal

Portal: • A site featuring a suite of commonly used services, serving as a starting

point and frequent gateway to the Web

Static Dashboards: • A user interface that, somewhat resembling an automobile's dashboard,

organizes and presents information in a way that is easy to read.

Active Dashboards:• A dashboard that is linked to underlying analyses allowing users to

understand the drivers of performance

Maintaining today, creating tomorrow

Portal for the masses…..

Maintaining today, creating tomorrow

Anatomy of a Portal: Portlets

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Portal / Dashboards Over Time

PORTALS

STATICDASHBOARDS

ACTIVEDASHBOARDS

RADDASHBOARDS

Maintaining today, creating tomorrow

Process and Technology to Drive Change

Maintaining today, creating tomorrow

Sample Summary Facility Dashboard (note: actual dashboard… altered data)

Maintaining today, creating tomorrow

Work order Summary Dashboard

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Quality Summary Dashboard

Maintaining today, creating tomorrow

Safety Summary Dashboard

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Training Summary Dashboard

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Maintaining today, creating tomorrow

Where do you start?

If money is scarce

• List your facility / business issues

• Prioritize according to importance & ease of implementation

• Commit to standard processes

• Confirm organizational alignment

• Establish metrics and measure!!

• Establish goals / benchmarks (iteratively)

Maintaining today, creating tomorrow

SO LET’S BUILD ONE!

(example built “dynamically” using steps discussed earlier in presentation)

Maintaining today, creating tomorrow

Metrics and Expected Outcome WORK CLASSIFICATION

METRIC EXPECTED PERFORMANCE

COLLECTION AND REPORTING

Program Management

Customer SatisfactionCost Savings/Avoidance

95% Min. Positive Rating5-10% Reduction

Quarterly Customer Survey – JRC Report - Quarterly JRC Report

Subcontract Management

Monthly Performance Against ObjectiveVerification of service delivery

100% Monthly Subcontractor Audit95% Min. Positive Rating100% compliance

Monthly Performance Audit - Internal Monthly ReportInvoice to PO validation

Safety Training and Compliance

Safety Orientation (OSHA/HAZCOM)Safety TrainingEmployee Development / Skills Training

100% Meet All Federal and State Requirements100% Compliance with Customer and Co. Policy

Training Roster – Internal /External Semi Ann Reports / JRC Report

Service Call Desk ResponsivenessAverage Time in Queue Average Talk TimeInformation Accuracy

Client Satisfaction98% Within 40 Seconds90% Within 90 SecondsTechnician Satisfaction

Customer SurveyCall Back Results / Monthly Customer Report Tech Survey Results

Space Planning Average churn rate / cost per moveDesign turn around time

15% below IFMA benchmarks98% On-Time Delivery

Monthly performance reportWork Management Aging Report

Maintaining today, creating tomorrow

Business Objectives

Key Success Factors (KSFs)

Key Performance Indicators (KPIs)

Tracked by.Determine.

Maintaining today, creating tomorrow

Process Focused Service Delivery

Key Business Processes:

• Work Order & Asset Management

• Safety Management

• Quality Management

• Supply Chain Management

• Capital Planning and Facilities Assessment

• Strategic Account Management

• Transaction Management (Back Office)

• Performance Based Management

‘Day in the life of a work-order’ example

Maintaining today, creating tomorrow

Safety Management

Maintaining today, creating tomorrow

Safety Dashboard Example

Maintaining today, creating tomorrow

Next Generation Dashboards

• Rapid Application Development (RAD)

• Dashboards focused on higher level business issues

Maintaining today, creating tomorrow

Software as a Service (SaaS): On-Demand hosted application platform. Subscription pricing, less upfront expense, easy upgrades and customization, and better scalability and service delivery.

Integration: Connecting Building Automation Systems, Excel, Web Services.

Secure: Set user permissions for data and dashboards.

Dashboard Builder: Create and customize user defined dashboards

Data Import: Flexible and configurable.Impart variety of data such as: modeled energy consumption, budgets, employee travel, etc.

Custom Formulas: Create calculated or normalized data through formulas, i.e. energy/sqft

Alert Management: Custom alerts to notify abnormalities.

Portfolio Wide DataCollect and Manage data from across entire portfolio, from buildings to datasources all into one location

Application Value and Features

Executive Level Reporting

Solutions for Managers and Operations

Real Time Energy Budget vs. Actual ($)

Corporate GreenhouseGas Footprint

(Marketing and PR)

Carbon Credit Inventory ($ in Trading Value)

(Version 3 – End of ‘08)(Version 2 – Mid ‘08)(Version 1 – Early ‘08)

Next Generation Dashboards: RAD