cbre technology overviewv2

8/7/2019 CBRE Technology Overviewv2

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Technology Awareness

Session

19th November 2010

GlobalInsight Overview


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CB Richard Ellis | Page 2

Agenda

1. What is the GIP?

2. The Goal of GIP

3. Primary Benefits Client Perspective

4. Primary Benefits CBRE Perspective

5. Tools FinanceInsight

6. Tools ServiceInsight

7. Tools - SourcingInsight

8. System of Record

9. Shared Services Platform

10. Process Plan

11.C

onsiderations12. Defining the Platform in EMEA

13. New Initiatives in 2011

14. Questions


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What is the GIP?

Global Insight Platform

Standardized Processes supported by integrated

technology for GCS Accounts globally.

FINANCIAL

INSIGHT

SERVICE

INSIGHT

SOURCING

INSIGHT

GCS Insight

Platform

Integration


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The Goal

FROM TO

Non-standardised, account specificoperations

Disparate systems with limited

integration

Disparate back-office spread acrosshigh cost locations in each region

Inconsistent client experience with

regards to financial reporting

Many manual processes involvingpaper

Limited data governance & poor data

quality

Globally standardised operationsbased on best practices

Tightly integrated systems operating

as a global platform

Globally consolidated back-officeshared service centers operating in

off-shore, low cost location

Consistent client experience across

the globe with consolidated reporting

Automated workflow

Designated systems of record for

master data, data governance, better

data quality and spend transparency.


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Primary Benefits Client Perspective

Consistent level of service across global regions

Improved global financial reporting

Lower accounting costs

Pre-authorized spend process improves accuracy ofaccruals (PO Model)

Improved sourcing strategies will lead to reduced costs


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Primary Benefits CBRE Perspective

Amount of time FMs spend on accounting functions willbe reduced by approximately 20-30%

Transparency to spend data improves sourcingopportunities

Transition costs will be reduced by an estimated 20-25%


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Tools FinancialInsight

FinancialInsight JD Edwards E1 (JDE) is the primary Finance and

Accounting system utilised for all GCS Global FM accounts.

What does JDE do?

Complete accounting tool, with the

ability to handle both AP and AR

processing.

Holds all base data including vendor,

location, chart of account, general ledger

and AP/AR details for the platform

Provides reporting on the above


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Tools ServiceInsight

er iceI sight is sed dail s a d

er ice Ce tre staff.

hat d es I d

Mai tai a r r fall racti and

lannedaintenance r rder

racks t edispatch, cost, rency,

location, issue type, andcompletiondataofall orkorders

Feedsour financesystem ithdata

required for invoicematchingand funds

releaseviaan integrateddataub

ServiceInsight (SI) isCBR s Global CMMS tool, employedon the

majorityofFMoutsourceaccounts.


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Tools SourcingInsight

What does Ariba do?

Manages Sourcing activities and

workflow including PO creation, dispatch

and receipt against ongoing contract

based POs

Tracks tender projects

Provides reporting analysis on

historical contract spend and savings

Storage of contract documentationand management of contract

compliance

Ability to provide service catalogues

from vendors

SourcingInsight Ariba is the Purchase Order and Tender tool utilised

on the Nestl account.


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Shared Services PlatformScope of Shared Services

GCS GLOBAL INSIGHT PLATFORM

PERFORMANCE MANAGEMENT & REPORTING

REGULATORY & COMPLIANCE

Funding

Payment Processing

STRATEGIC

SOURCING

Requirements

Planning

Data Collection &

Analysis

Sourcing Strategy

Bidder Selection

RFX Proposal Analysis

Final Negotiation

Vendor Selection

Contracts

Management

Vendor Performance

Mgmt

WORK ORDER

MGMT

Service Requests

Preventative

Maintenance

Work OrderCreation

& Approval

Work Order

Assignment &Dispatch

Work Completion

Work Inspection

ActualCosting

Work OrderClosure

(Payment Approval)

Client Follow-up

Purchase Order

Admin

Invoice Capture, Data

Entry, Upload

Invoice Matching

Exception Resolution

CONTRACT MGMT

Contract Request Contract Setup

Contract Approval Notifications

Contract Admin &Maintenance

PROCURE-TO-

PAY Purchase

Requisition

Purchase Order

PO Routing &

Approval

Invoice Review &

Exceptions

Receipt / Inspection VendorAdministration

Tax Reporting

VENDOR MGMT

Vendor Request

Vendor Qualification

VendorClassification

Vendor Management

& Issue Resolution

BPO SHARED

SERVICES

Xchanging


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How does it work?


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Considerations

CBRE Team

Educate the team

Educate the Client

Coordinate the effort

Identify the dependenciesin the team. Where is thedata coming from?

Client Team

Changing theculture/behavior tosupport the new model

Ensuring processes areadhered to


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Defining the Platform in EMEA

Integrated data across one of the Insight systems:

E.g. Data coming in through the processing HUB andinto JDE, and then back into the respective system.

However there are varying levels of integration

across the accounts..


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GlobalInsight Accounts EMEA

* Partial GIP

Integration between ServiceInsightand FinancialInsight

Full integration between

ServiceInsight, FinancialInsight andSourcingInsight


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New Initiatives 2011

ProjectInsight Expesite

Business Analytics Enhanced Reporting


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Q & A

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