data_decisions_dashboards.ppt
TRANSCRIPT
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…..
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Anatomy of a Portal: Portlets
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Portal / Dashboards Over Time
PORTALS
STATICDASHBOARDS
ACTIVEDASHBOARDS
RADDASHBOARDS
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Process and Technology to Drive Change
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Sample Summary Facility Dashboard (note: actual dashboard… altered data)
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Work order Summary Dashboard
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Quality Summary Dashboard
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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)
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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
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Business Objectives
Key Success Factors (KSFs)
Key Performance Indicators (KPIs)
Tracked by.Determine.
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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
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Safety Dashboard Example
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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