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Fastigheter är ofta den största enskilda tillgångsposten på balansräkningen och kan också stå för en av de största kostnadsposterna. Vi visar hur ni kan få kontroll på era fastighetskostnader, energiförbrukning, lokalplanering och nyttjandegrad. Vi kommer också att beröra hur de nya reglerna för redovisning av hyrda/leasade anläggningstillgångar kan mötas med hjälp av IBMs lösningar för Smarter Buildings. Talare: Claire Penny, Business Development Executive - Smarter Physical Infrastructure, IBM. Mer från dagen på http://bit.ly/sb13se
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© 2013 IBM Corporation
Leverage the value of your realestate and assetsDr Claire Penny/Business Development Executive
© 2013 IBM Corporation
AgendaWhy IBM?
Business Drivers to Justify Paradigm Changes in Real Estate Management
Focus on Forthcoming Changes in Lease Accounting Rules
Using IWMS to Unlock Value and Reduce Real Estate Costs
Questions?
© 2013 IBM Corporation
AgendaWhy IBM?
Business Drivers to Justify Paradigm Changes in Real Estate Management
Focus on Forthcoming Changes in Lease Accounting Rules
Using IWMS to Unlock Value and Reduce Real Estate Costs
Questions?
Why IBM?Scalability: IBM operates in more than 170 countries with approximately 434,000 employees in 2012.
Stability: IBM is 101 years old and in 2012 year-end from continuing worldwide operations, IBM revenue was $104.5 billion.
Size: IBM is one of theworld’s largest informationtechnology companies
© 2013 IBM Corporation
AgendaWhy IBM?
Business Drivers to Justify Paradigm Changes in Real Estate
Management
Focus on Forthcoming Changes in Lease Accounting Rules
Using IWMS to Unlock Value and Reduce Real Estate Costs
Questions?
2025By 2025, buildings worldwide will become the top energy consumers.
1Buildings are the number 1 contributor to global CO2 emissions.
2Real estate is the second largest expense on the income statement for most companies.
In most organizations the real estate portfolio is on the balance sheet as the third most valuable or expensive single asset.
3
42 percentWorldwide, buildings consume 42% of all electricity – up to 50% of which is wasted.
30 percentFacilities investments and operating costs can be more than 30% of corporate annual spending.
The need for efficiency in buildings is clear
Public Sector Drivers for Change
Estates too large
Pressure to generate revenue
Ageing estate
Organisation rationalisation
Legislation
Key DriverChallenged by an extremely dynamic
Environment. Geographic rebalancing in progress
Today’s Banking and Finance CRE Executive: A New Dimension of Efficiency
Jones Lang LaSalle’s 2011 Global CRE Survey*, 3 trends emerged for FSS CRE
1. Smart Growth
Driven to achieve growth targets. Rapid re-sizing. Embracing new ways of working. All quick wins delivered –
Now focus is on strategy &transformation
Pressure from the C-Suite.Challenging KPI’s which provide
Opportunities to impact the financial and strategic direction of the business.
*http://www.joneslanglasalleblog.com/sqm/insights/today%E2%80%99s-banking-and-finance-cre-executive-a-new-dimension-of-efficiency
IBM IWMS expertise and standard offerings:
Real estate managementBuild more effectiveness into real estate operations
Capital project managementGenerate highest return on invested capital
Facilities managementIncrease utilization of facility assets
Maintenance managementExtend the life of critical assets
Environmental and energy managementAchieve sustainability goals
Advanced technology platformExtend facilities applications without changes to source code
IBM IWMS perfectly positioned to accelerateefficiency
2. Flexibility
3. C-Suite connection
Economic drivers in Europe in 2013
Source: CBRE EMEA ViewPoint January 2013EMEA Retailer Expansion Plans
Why care?
SustainabilityReal EstateFinance
Because …
.. retail stores represent top-line revenue and a top-four cost of business for majority of retailers.
Because …
.. only one-third of retailers have achieved their stated energy reduction goals.
Because …
.. new accounting rules will add billions in real estate assets to the balance sheets.
© 2013 IBM Corporation
AgendaWhy IBM?
Business Drivers to Justify Paradigm Changes in Real Estate Management
Focus on Forthcoming Changes in Lease Accounting Rules
Using IWMS to Unlock Value and Reduce Real Estate Costs
Questions?
Pending Changes to FAS 13 & IAS 17
“These new leasing proposals will greatly impact every type and size business in the United States. Whether a firm is public or private, this change would impact literally every item a corporation leases - not just real estate. Everything from computers to trucks, an ATM kiosk to a floor in an office tower, would have to be capitalized on a balance sheet,”
Mindy Berman, Managing Director of Jones Lang LaSalle’s Corporate Capital Markets practice.
Current account practice
Companies have a number of specific rules to choose from to decide if a lease can be treated as a capital lease or operating lease.
There are two types of leases:
The new regulations will end this type of off-balance sheet lease finance.
Finance Operating
• Recognise:i. an asset ii. liability
• accounted for in a straightforward manner.
• Most leases• DON’T appear on the balance sheet• Expense for rent recorded as it ‘s incurred
What people are saying
“This is bigger than Y2k ….I will have to add 350M to my balance sheet.”John Lucchese, EVP Finance and ControllerKindred Healthcare
“We need to cut to the chase…when can you get here for a meeting”T. Mark Buford, Senior Vice President, Corporate Controller and Chief Accounting Officer, Community Health Services
“This is my job for the next three years…. I have over 5B that I will have to add to our balance sheet” Tim Eichacker, Properties Controller, Best Buy
Convergence of global accounting rules affect the U.S., European Union and many other countries
Countries governed by IASB/FASB accounting standards
Pending changes to global lease accounting rules will place a huge strain & impact on financial reporting for public companies
$1 billionin new assets to balance sheets of large public companies in the U.S., Europe and many other countries.1
92 percentNOT PREPARED to implement the new lease accounting rules.2
Sources: 1 Goldman Sachs2, 3 CFO Research Services
Compliance will require a large effort to implement
more than 1000 leases.
Many mid- to large-sized companies expect implementation to include
Compliance will require new systems3.
Prior to finalization of rulespre-built spreadsheets and OSCRE-compliant templates to accelerate loading of leases details by up to 25%.
IBM IWMS (TRIRIGA) accelerates preparedness and enables compliance with new lease accounting rules A smarter way to achieve lease accounting compliance:
During transition periodvisual analysis and scenario modeling to reduce facility assets on the balance sheet by up to 20%.
After effective date of rulespre-built financial assumptions management and financial reporting to achieve auditable lease accounting.
Useful at many points in the process:
• Accelerate capture of real estate and equipment lease abstracts from third-parties• Forecast balance sheet impact of lease renewals and new real estate transactions.• Simplify complex management of financial assumptions• Generate audit reports for real estate and equipment leases.• Model facility planning scenarios to reduce facility assets on the balance sheet.
IAS 17 vs. New Lease Standard / Impact Report
Balance Sheet Impact Analysis
Projected Annual Expense Analysis
© 2013 IBM Corporation
AgendaWhy IBM?
Business Drivers to Justify Paradigm Changes in Real Estate Management
Focus on Forthcoming Changes in Lease Accounting Rules
Using IWMS to Unlock Value and Reduce Real Estate Costs
Questions?
Valu
e Add
Valu
e Add
Stand Alone Point Solutions
(Facilities, Operations etc)
Process-Driven
(IWMS)
Performance- Driven
(Performance- Driven IWMS)
Valu
e Add
Workplace Evolution
Valu
e Add
Disparate Solutions
(Separate Departmental Solutions -Integrated)
Customer /
Share Holder Value
Regional Offerings
Global Offerings
Repeatable Offerings
Business Metrics
Integrated Workplace Management Solutions drive business value
CFOVP Real
Estate
Risk Man
Energy& EnvMan
FinancialPlanner
LeaseAdmin
FM
Plant Manager
CIO
3rd PartyProject Man
Space Planner
CFOVP Real
Estate
Risk Man
Energy& EnvMan
FinancialPlanner
LeaseAdmin
FM
Plant Manager
CIO
3rd PartyProject Man
Space Planner
TRIRIGA
IWMS
IWMS provides one version of the truth
Today’s Real Estate Management Future Real Estate Management - IWMS
Centralising Real Estate Management
TRIRIGA replaces legacy systems, delivers efficiencies through automated processes and assists with the effective management of the public sector estates by providing better information and an improved user experience
21
Today: multiple systems Future: IWMS
Reserve Meeting Rooms
Hot-Desking/Hoteling
Reserve Equipment
Reserve Vehicle
Catering
Visitor Management
Room Setups
Shared Resources
IWMS - Enabling efficiency and cost reduction across your entire real estate portfolio.
Portfolio Planning
Site Selection
Transaction Management
Lease Administration
Lease Accounting
AR Tenant Tracking
Payment Processing
Client Requests
Real EstateManagemen
t
Program Management
Fund Management
Scope Management
Cost Management
Schedule Management
Resource Management
Permit Management
Vendor Engagement
Procurement
ProjectManagemen
t
Space Management
Space Chargeback
Space Requests
Strategic Planning
Move Management
Personnel Provisioning
CAD Management
Space Managemen
t
Contact Center
Service Management
Warranty Management
Preventive Maintenance
Facility Assessment
Security/Key Management
Inventory Management
Capital Planning
Resource Planning
Operations & Service
CO2 Emission Tracking
Utility Tracking
Waste Disposal
Water Consumption
Green Opportunities Tracking
Environmental Certification
Energy Star Integration
Environmental & Energy Mgt
Customer Request Central (self service, way-finding)Business Analytics (KPIs, advanced reporting)
Shared/Common Data and Process Integration
Common Workplace Platform, Database & DocumentsInternal/External Integrations
Market Planning &Site Selection
Reduce time from siteselection to contract
5% to 6% increasein revenue weeks
Area Opportunity Value
Project Management Reduce facility opening and remodel development cycle
6% to 8% increasein revenue weeks
IWMS drives Top-Line Performance:
International Coffee Retailor shortened new store delivers (from site selection to cup of coffee) from 50+ days down to 32 days to gain revenue days for each store with IBM TRIRIGA
Area Opportunity Value
IWMS drives Bottom-Line Performance:
LeaseAdmin/Accounting
Reduce expenses for invalid charges & late fees
5% to 8% reductionin operating costs
Sporting Goods Retailor reduced monthly rent obligations by $2 million by invoking Co-Tenancy rights with IBM TRIRIGA
Canadian Financial Company identified and stopped many invalid charges within the leases with IBM TRIRIGA
Cell Phone Manufacturer stopped an auto-renewal of one lease avoiding a 45M Euro expense with IBM TRIRIGA
Area Opportunity Value
IWMS drives Bottom-Line Performance:
Facilities Planning Reduce Inefficient workplaces 15% to 20% reductionin occupancy costs
Semi-Conductor manufacturer increased people to workspace ratio from 1:1 to 1.5:1 and saved 30 million in a year with IBM TRIRIGA .
A European Cellular manufacturer reduced its facility portfolio by 17 percent with IBM TRIRIGA.
A Global 10 company generated more than $925 million/year in real cost savings from facility portfolio reduction with IBM TRIRIGA.
Area Opportunity Value
IWMS drives Bottom-Line Performance:
Operations Reduce costs through streamlined maintenance
5% to 8% reduction inmaintenance costs
Financial Services/Retail Banking customer delivers frictionless workplace and business services throughout the enterprise with IBM TRIRIGA, reducing cost of operations while improving customer satisfaction
Higher Education customer gained 30-45 minutes of work time per employee/per shift with IBM TRIRIGA allowing them to expand service coverage without adding headcount.
Area Opportunity Value
IWMS drives Bottom-Line Performance:
Project Management Reduce project costs through increased project efficiencies
3% to 5% decreasein project costs
Canadian reality company utilizes over 20 TRIRIGA Off-Line (excel) forms
that their vendors use to update their project management activities,
improving project governance and reducing costs
US Federal Agency commissioned inspection of over 240 facilities, identified 38,685 deficiencies with an estimated repair/replace value from $12.00 to $9M. Utilizing TRIRIGA’s advanced capital planning and estimating enhanced their decision support.
Area Opportunity Value
IWMS drives Bottom-Line Performance:
EnergyReduce facility energy
costs/carbon emissions through increased project efficiencies
15% + reductions in energy costs
University collects, manages and analyzes data from buildings to gain intelligence and insight to energy and facilities management for a significant projected energy savings.
IBM consistently achieves energy cost reduction on equipment monitored between 10-15% and reactive maintenance decreased by 16%
*Average ROI from Retail Customers in Revenue Week Increase **Michael A. Bell, Gartner Research
Market Planning &Site Selection
Reduce time from siteselection to contract
5% to 6% increasein revenue weeks
Area Opportunity Value
Project Management Reduce facility opening and remodel development cycle
6% to 8% increasein revenue weeks
Summary of benefits: Top-Line Performance
LeaseAdmin/Accounting
Reduce expenses for invalid charges & late fees
5% to 8% reductionin operating costs
Facilities Planning Reduce Inefficient workplaces 15% to 20% reductionin occupancy costs
Operations Reduce costs through streamlined maintenance
5% to 8% reduction inmaintenance costs
Project Management Reduce project costs through increased project efficiencies
3% to 5% decreasein project costs
EnergyReduce facility energy
costs/carbon emissions through increased project efficiencies
15% + reductions in energy costs
Area Opportunity Value
Bottom-Line Performance:
Take Action Now!Next steps:
Ask yourself these questions:
Do you want to:Leverage the value of your real estate and assets?Drive down costs?Increase efficiency and productivity?Learn more?
If yes, to any all of these Call or Email us
30
Carsten Pedersen +45 5163 8666 [email protected]
Bengt Brander, +46 70 793 [email protected]
Claire Penny - +353 87 769 [email protected]
Peter Hargne, [email protected]
© 2013 IBM Corporation
Questions?
TACK!