206480 facility and real estate management unifier

Facility & Real Estate Management

Harish Bhagavatula

Senior Principal Product Manager

Product Strategy PGBU

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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.

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2


Program Agenda

Primavera Facility Management

Primavera Real Estate Management


Primavera Unifier Solutions



Facilities and Real Estate Management (FM/RE)

•Complete visibility to all real estate properties – owned and leased

•Facility management tools that enable enterprises to operate efficiently

•Streamlines the process to shorten operational cycle times


Pro

cess A

uto

matio

n

Configuration (uDesigner)

Integration Platform and Tools

Dashboards, Reports, Alerts, Task Management

Enterprise Administration

Work Order

Management

Preventative

Maintenance

Property Portfolio

Mgmt

Lease

Management

Transaction

Management

Unifier Building Blocks

5

FM

/

RE


Unifier Core Platform Capabilities

Unparalleled Configurable Workflow and Task Management

Advanced Configurable Business Process Automation

Full featured, secure Document Management

Configurable Project/Shell Dashboards

Enterprise-class System Administration

Mobile application supported on all devices (iPhone, Android,

Blackberry, etc.)

Built-in Reporting engine and support for Custom Reports

Comprehensive Audit Logs

Master Logs for access to all records across projects/shells

Unifier Internal e-mail solution (uMail)

UN

IFIE

R C

OR

E P

LATF

OR

M


Flexible Hierarchy Structure

All Facilities

Region A

Building A Building B

Region B

Building C


Maintenance Management

Facility Condition

Assessment

Misc. BPs for FM

Space Manager

Resources

UN

IFIE

R C

OR

E P

LATF

OR

M


Equipment

Material/Parts Management

Facilities and Real Estate Management (FM/RE)


Maintenance Management - Preventive and Corrective

Preventive & Corrective Work Orders

Schedule or Recurrence based Preventive

maintenance

Work order Approval and Dispatch

capability based upon business rules.

Service Requests automatically generate

and route Work Orders and assign tasks.

Mobile Device support for WO task

assignment and updates.

Track and manage work order Tasks, Labor

Costs and Parts.

Capture costs, resource usage, service

provider performance, maintenance history.


Service Request

A service request can be submitted by a

user to report an issue.

Ability to configure it as a portal business

process.

Based on the type of request, process can

be configured to create a corrective work

order or route it through a dispatching

system.

Requestor can receive notifications related

to their service request/


Preventive Maintenance

Service an equipment and or a facility by

providing systematic inspection, detection

and correction of failures either before they

occur or before any major defects.

Service includes, taking measurements,

replace parts, perform some tests to

prevent failure.

Preventive maintenance is based on

recurrence patter and can be different for

each equipment (planned: fy2014)

Recurrence can either be a time, meter and

seasonal dates (planned: fy2014)


Time and Meter Based Frequency

Time Based: every month, 6th month and 12th month.

Meter Based

– Continuous meter: every 3000 miles, 10,000 miles etc..,

– Gauge meter: high / low range.

Meter & Time Based: every 6 months or 3000 miles.

Seasonal Dates: Do not maintain from Nov - Jan

Rollover and Resetting meters

Average consumption based on sliding scale

(planned: fy2014)


Time and Meter Based Frequency

Both Time and Meter Based Frequency

have Job Plans.

A Job plan contains the tasks, labor and

material required to perform the

maintenance.

(planned: fy2014)


Preventive Maintenance Book (PM Book)

Recurrence Patter and the appropriate

frequency, meters and job plans can be

associated to an equipment via Preventive

Maintenance Book or PM Book

PM Book maintains all the information

needed to create Work Orders.

Ability to configure templates for PM Books,

Job Plans, Meters and Equipment

(planned: fy2014)


Work Orders

A Work Order can be either a Preventive

Work Order or a Corrective Work Order.

Preventive Work Orders are the one

created based on a schedule associated

with a PM Book.

Corrective Work Orders are the one

created based on a portal service request.

Ability to configure different Work Order

Processes, one for Preventive and one for

Corrective or combine both into single Work

Order.

Configured to capture labor, material, cost,

meter readings etc..,


Facility Condition Assessment

Facility Condition Inspection process

Estimated repair vs replacement costs

Uniformat II Code support for Facility

Building Systems codification

Ability to track Maintenance, Repair, and

Replacement Deficiencies of the Facility

(-ies)

Ability to assess Current Replacement

Value of the Facility(-ies)

Ability to compute the FCI Index (Facility

Condition Index)


Space Management

Interactive floor plans with ability to view and manage space information.

Model strategic planning scenarios with dynamic stacking plans.

Track and report on space standard compliance, room availability and occupancy rates.

Add-on module to integrate with Autodesk AutoCAD® design software.

Ability to support BOMA, IFMA, and OSCRE standards.


Space Management

Ability to create request for space transactions to support add space, change space or return space categories

Ability to create move / change requests and update respective records like space, employees etc..,

Ability to configure stacking plan charts to analyze the usage of a facility based on availability, department or any user defined meta data.


Transaction Management

Misc. BPs for FM

Payments

UN

IFIE

R C

OR

E P

LATF

OR

M

Primavera Real Estate Management Amendments

Lease Administration

Real Estate Management

Site Selection Lease Audits

Cost Manager


Transaction Management

List of sample transaction process that can be captures

in the system

– Site Selection or Acquisition

– Lease Requests, Sub-Lease and Amendments and Expiration

– Lease Audits

– Disposition

23 Copyright © 2011, Oracle and/or its affiliates. All rights

reserved.CONFIDENTIAL – ORACLE HIGHLY RESTRICTED

Site Selection

• Site Selection is a solution to select a site

from a list of potential sites developed and

maintained based on market research and

analysis.

• Selection will be based on comparison

between multiple sites. Comparison can be

– Cost and Quality Metrics

• Configurable approval process to select most

desirable site.

• Auto creation of Property record based on

approved site.


Lease Transactions

Create a transaction to request for a

– New Lease, Sub-lease, Renewals, Amendments, Early

Terminations etc..,

Configurable approval process to spawn of appropriate

transaction

Ability to select an active lease to create a sub-lease or

amendment transaction request



Lease Management

• Management and tracking of Landlord

and Tenant leases.

• Ability to support both expense and

capital leases.

• Automated lease versioning for

Renewals & Amendments support.

• Automated Lease Payment Request

and tracking process.

• Expense allocation by department,

space or multiple payees.

• Automated notifications and alerts on

critical lease dates.



Lease Payments

• Ability to capture multiple Lease Payment lines with respective payment terms

• Ability to capture payment terms like frequency, payment due day, lead time, proration method.

• Ability to capture escalation information such as escalation method, escalation frequency type and length.

• Ability to capture additional information like additional payment, latest payment due date, payment creation date etc..,

• Actual Payments can be a business process which can be routed for approval process



Additional Lease Related Processes

• Lease Actions– Action records can be created for key

events like Renewal, Escalation, Regulatory, Inspection etc..,

– Can be automatically assigned to responsible group / person.

– A lease action can lead to creation of a new transaction request.

– Outcome of a Lease Action can update lease record.

• Lease Audits– Lease records can be audited periodically

to verify terms and conditions of the lease

– Capture the actions that should be performed as part of audit process

– Configured to capture action items which can trigger of lease actions.



Other process to support FM & RE

• Materials, Material Requests, Material Release etc..,

• Meter Readings

• Master PM Books, Asset / Equipment Templates

• Space / Room Reservation

• Vendor Evaluation / Vendors

• Lease Contacts

• Expenses

• Configure and deploy any other business process that fits your business needs


Question & Answers

206480 facility and real estate management unifier

Business

oracle andor

real estate properties

sole discretion of oracle

work order tasks

route work orders

facilities region

building b region b

tools dashboards