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Vertical Industries Re Integrated Workplace Solutions RETAIL, HEALTHCARE, FINANCIAL WORKPLACE MANAGEMENT SOLUT ORACLE WHITE PAPER | JANUARY 2015 equire Flexible & Configurabl e Management System (IWM & OTHER SE CTORS WITH SPECIALIZ ED, LIFEC TIONS HOLD COMPE TITIVE EDGE. le MS) CYCLE

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Page 1: Vertical Industries Require Flexible & Configurable ...prmyazilim.com/images/PRM/frontpage/Oracle-IWMS-White-Paper.pdfVertical Industries Require Flexible & Configurable Integrated

Vertical Industries Require Flexible & Configurable Integrated Workplace Management System (Solutions R E T AI L , H E AL T H C AR E , F I N AN C I AL & O TH E R S EW O R K P L AC E M AN AG E M E N T S O L U TI O N S H O L D C O M P E

O R A C L E W H I T E P A P E R | J A N U A R Y 2 0 1 5

Vertical Industries Require Flexible & Configurable Integrated Workplace Management System (IWMS

F I N AN C I AL & O TH E R S E C TO R S W I TH S P E C I AL I Z E D , L I F E C Y C L E S O L U TI O N S H O L D C O M P E TI T I V E E D G E .

Vertical Industries Require Flexible & Configurable IWMS)

E D , L I F E C Y C L E

Page 2: Vertical Industries Require Flexible & Configurable ...prmyazilim.com/images/PRM/frontpage/Oracle-IWMS-White-Paper.pdfVertical Industries Require Flexible & Configurable Integrated

Vertical Industries Require Flexible & Configurable Integrated Workplace Management System (

Disclaimer

The following is intended to outline our general product direction. It is intended for information

purposes only, and may not be incorporated into

material, code, or functionality, and should not be relied upon in making purchasing decisions. The

development, release, and timing of any features or functionality described for Oracle’s products

remains at the sole discretion of Oracle.

Integrated Workplace Management System (IWMS) Solutions

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. The

development, release, and timing of any features or functionality described for Oracle’s products

The following is intended to outline our general product direction. It is intended for information

any contract. It is not a commitment to deliver any

material, code, or functionality, and should not be relied upon in making purchasing decisions. The

development, release, and timing of any features or functionality described for Oracle’s products

Page 3: Vertical Industries Require Flexible & Configurable ...prmyazilim.com/images/PRM/frontpage/Oracle-IWMS-White-Paper.pdfVertical Industries Require Flexible & Configurable Integrated

1 | VERTICAL INDUSTRIES REQUIRE FLEXIBLE & CONFIGURABLE

Table of Contents

Disclaimer

Executive Overview

The IWMS Umbrella

Facilities and maintenance management

Real estate portfolio management

Capital planning

Industry by Industry

Retail

Healthcare

Financial and insurance

Higher education

The Solution: Flexibility & Configurability

Facilities and Space Management

Real Estate Portfolio Management

Project Delivery and Management

Sustainability

Summary

ONFIGURABLE INTEGRATED WORKPLACE MANAGEMENT SYSTEM (IWMS) SOLUTIONS

aintenance management

Real estate portfolio management

Flexibility & Configurability

Facilities and Space Management

Real Estate Portfolio Management

Project Delivery and Management

SOLUTIONS

1

2

2

2

3

3

3

3

4

5

5

6

6

6

7

7

7

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2 | VERTICAL INDUSTRIES REQUIRE FLEXIBLE & CONFIGURABLE

Executive Overview

The definition of “workplace” has evolved dramatically over the last decade. Mobile technology has

allowed employees to break free from their cubicles and spread out throughout an office campus, green

efforts have transformed traditional buildings into LEE

companies are expanding office space at a rapid pace

workspaces to meet changing business needs.

Along with these changes, the scope of Integrated Workplace Ma

accommodate growing workplace needs.

Today, companies also need to balance workplace management with financial discipline, operational

excellence and risk management. They must manage rising end

and upgrades, as well as monitor the entire real estate portfolio and its space demands, capital

expansions, assets and equipment. They must also ensure that building codes and environmental

regulatory compliance requirements are met.

Further complicating matters -- while many of the strategic drivers for IWMS are common to all

businesses, each vertical market has its own unique workplace management needs. Retailers, for

instance, place a high priority on project management and facilities manag

healthcare industry may be more concerned with equipment maintenance and compliance.

Without appropriate systems in place, companies face wasted resources, maintenance and operations

cost overruns and overall poor financial planning.

deteriorate, maintenance response times can slow, and planning for future space demands can be

delayed.

How a company integrates IWMS and tweaks its business processes to address the organization’s

unique requirements make an IWMS solution truly valuable to the enterprise. The key is having a

comprehensive IWMS solution that integrates lifecycle and data continuity with flexibility and

configurability to meet specific industry needs. This white paper

an IWMS solution for today’s growing and highly specialized workplace environments.

The IWMS Umbrella

Most enterprises juggle several core functional areas of workplace management, which in most cases

are organizationally and operationally independent.

Facilities and maintenance managemen

Facilities managers face the daunting task of keeping all aspects of the building up and running, as well

as ready to meet the changing needs of the business. This includes strateg

and BIM integration, space management, site and employee service management, resource scheduling

and move management.

Maintenance management is another essential element to the smooth operation of any facility

keeping interruptions, system failures and safety incidents to a minimum. Preventative maintenance

also involves processing service requests and work orders, job plans, meter reading, material and parts

inventory, material orders and their movement throughout the facilit

ONFIGURABLE INTEGRATED WORKPLACE MANAGEMENT SYSTEM (IWMS) SOLUTIONS

The definition of “workplace” has evolved dramatically over the last decade. Mobile technology has

allowed employees to break free from their cubicles and spread out throughout an office campus, green

efforts have transformed traditional buildings into LEED certified centers of energy sustainability, and

companies are expanding office space at a rapid pace – either building, buying, leasing or adapting

workspaces to meet changing business needs.

Along with these changes, the scope of Integrated Workplace Management Systems has expanded to

Today, companies also need to balance workplace management with financial discipline, operational

excellence and risk management. They must manage rising end-to-end facilities costs of maintenance

and upgrades, as well as monitor the entire real estate portfolio and its space demands, capital

expansions, assets and equipment. They must also ensure that building codes and environmental

regulatory compliance requirements are met.

while many of the strategic drivers for IWMS are common to all

businesses, each vertical market has its own unique workplace management needs. Retailers, for

instance, place a high priority on project management and facilities management needs, while the

healthcare industry may be more concerned with equipment maintenance and compliance.

Without appropriate systems in place, companies face wasted resources, maintenance and operations

cost overruns and overall poor financial planning. Without a portfolio view of operations, facilities can

deteriorate, maintenance response times can slow, and planning for future space demands can be

How a company integrates IWMS and tweaks its business processes to address the organization’s

nique requirements make an IWMS solution truly valuable to the enterprise. The key is having a

comprehensive IWMS solution that integrates lifecycle and data continuity with flexibility and

configurability to meet specific industry needs. This white paper lays out the most important features in

an IWMS solution for today’s growing and highly specialized workplace environments.

Most enterprises juggle several core functional areas of workplace management, which in most cases

onally and operationally independent.

Facilities and maintenance management

Facilities managers face the daunting task of keeping all aspects of the building up and running, as well

as ready to meet the changing needs of the business. This includes strategic facilities planning, CAD

and BIM integration, space management, site and employee service management, resource scheduling

Maintenance management is another essential element to the smooth operation of any facility

tions, system failures and safety incidents to a minimum. Preventative maintenance

also involves processing service requests and work orders, job plans, meter reading, material and parts

inventory, material orders and their movement throughout the facility.

SOLUTIONS

The definition of “workplace” has evolved dramatically over the last decade. Mobile technology has

allowed employees to break free from their cubicles and spread out throughout an office campus, green

D certified centers of energy sustainability, and

either building, buying, leasing or adapting

nagement Systems has expanded to

Today, companies also need to balance workplace management with financial discipline, operational

maintenance

and upgrades, as well as monitor the entire real estate portfolio and its space demands, capital

expansions, assets and equipment. They must also ensure that building codes and environmental

while many of the strategic drivers for IWMS are common to all

businesses, each vertical market has its own unique workplace management needs. Retailers, for

ement needs, while the

Without appropriate systems in place, companies face wasted resources, maintenance and operations

Without a portfolio view of operations, facilities can

deteriorate, maintenance response times can slow, and planning for future space demands can be

How a company integrates IWMS and tweaks its business processes to address the organization’s

nique requirements make an IWMS solution truly valuable to the enterprise. The key is having a

comprehensive IWMS solution that integrates lifecycle and data continuity with flexibility and

lays out the most important features in

Most enterprises juggle several core functional areas of workplace management, which in most cases

Facilities managers face the daunting task of keeping all aspects of the building up and running, as well

ic facilities planning, CAD

and BIM integration, space management, site and employee service management, resource scheduling

Maintenance management is another essential element to the smooth operation of any facility –

tions, system failures and safety incidents to a minimum. Preventative maintenance

also involves processing service requests and work orders, job plans, meter reading, material and parts

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3 | VERTICAL INDUSTRIES REQUIRE FLEXIBLE & CONFIGURABLE

Within facilities management, managers must be able to assess facility conditions in a timely manner.

This includes inspecting, collecting, analyzing and reporting on the condition of the entire facility or

building system from top to bottom. This inf

planning

Real estate portfolio management

Companies must plan for, track and manage a diverse real estate portfolio that includes both leased

and owned properties. What’s more, every step of the

selection, acquisitions and property disposition, must be carefully monitored so that changes to

compliance requirements or tax rules can be adapted, and strategic decision

Capital planning

Every company regardless of vertical industry looks to maximize the return on its project investments.

Resource and budget limitations place a premium on making the right decisions on which projects to

include in the capital plan. Collaboration be

to ensure the most-efficient use of capital funds.

Sustainability and energy management

Over the last decade, the Green Movement in business has evolved from an eco

practice that just makes good bottom-line business sense. Who doesn’t want to be more energy

efficient and lower utility bills? True sustainability and energy management requires facilities managers

to measure energy and water consumption, as well as waste pr

emissions, within facilities – and then have a plan for reduction. IWMS tools that support sustainability

and energy management should include integration with building management systems (BMS),

sustainability performance metrics, energy benchmarking, carbon emissions tracking and energy

efficiency project analysis.

In all of these areas, facilities executives face similar challenges with financial discipline, operational

excellence and risk management. But in different vertical

different flavor that must be addressed through the flexibility and configurability of more comprehensive,

lifecycle IWMS solutions. The solution must be adaptable to any vertical to let users define their own

processes, incorporate their own logic, and add very specific workflows to tackle their specific needs.

Industry by Industry

Retail

The retail industry is undergoing tremendous change, and in the next five years analysts predict that

stores will continue to morph into experiential destinations, according to the Professional Retail Store

Maintenance Assocation.1

With the rush to convert retail stores into the new shopping utopia, it’s easy to see that time is money.

For retailers, the name of the game is speed

make sales. Time to market is critical, so facilities executive are turning to project management

solutions for scheduling and planning to get new stores up and running on schedule in an industr

ONFIGURABLE INTEGRATED WORKPLACE MANAGEMENT SYSTEM (IWMS) SOLUTIONS

Within facilities management, managers must be able to assess facility conditions in a timely manner.

This includes inspecting, collecting, analyzing and reporting on the condition of the entire facility or

building system from top to bottom. This information is critical for budgeting and maintenance project

Companies must plan for, track and manage a diverse real estate portfolio that includes both leased

and owned properties. What’s more, every step of the real estate transactions process, such as site

selection, acquisitions and property disposition, must be carefully monitored so that changes to

compliance requirements or tax rules can be adapted, and strategic decision-making can be optimized.

Every company regardless of vertical industry looks to maximize the return on its project investments.

Resource and budget limitations place a premium on making the right decisions on which projects to

include in the capital plan. Collaboration between planners and those who execute the project is critical

efficient use of capital funds.

Over the last decade, the Green Movement in business has evolved from an eco-trendy thing to do to a

line business sense. Who doesn’t want to be more energy

efficient and lower utility bills? True sustainability and energy management requires facilities managers

to measure energy and water consumption, as well as waste production and greenhouse gas

and then have a plan for reduction. IWMS tools that support sustainability

and energy management should include integration with building management systems (BMS),

s, energy benchmarking, carbon emissions tracking and energy

In all of these areas, facilities executives face similar challenges with financial discipline, operational

excellence and risk management. But in different vertical markets, those challenges take on a slightly

different flavor that must be addressed through the flexibility and configurability of more comprehensive,

lifecycle IWMS solutions. The solution must be adaptable to any vertical to let users define their own

processes, incorporate their own logic, and add very specific workflows to tackle their specific needs.

The retail industry is undergoing tremendous change, and in the next five years analysts predict that

e to morph into experiential destinations, according to the Professional Retail Store

With the rush to convert retail stores into the new shopping utopia, it’s easy to see that time is money.

speed -- how fast can they open a new or renovated store and

make sales. Time to market is critical, so facilities executive are turning to project management

solutions for scheduling and planning to get new stores up and running on schedule in an industr

SOLUTIONS

Within facilities management, managers must be able to assess facility conditions in a timely manner.

This includes inspecting, collecting, analyzing and reporting on the condition of the entire facility or

ormation is critical for budgeting and maintenance project

Companies must plan for, track and manage a diverse real estate portfolio that includes both leased

real estate transactions process, such as site

selection, acquisitions and property disposition, must be carefully monitored so that changes to

making can be optimized.

Every company regardless of vertical industry looks to maximize the return on its project investments.

Resource and budget limitations place a premium on making the right decisions on which projects to

tween planners and those who execute the project is critical

trendy thing to do to a

line business sense. Who doesn’t want to be more energy

efficient and lower utility bills? True sustainability and energy management requires facilities managers

oduction and greenhouse gas

and then have a plan for reduction. IWMS tools that support sustainability

and energy management should include integration with building management systems (BMS),

s, energy benchmarking, carbon emissions tracking and energy

In all of these areas, facilities executives face similar challenges with financial discipline, operational

markets, those challenges take on a slightly

different flavor that must be addressed through the flexibility and configurability of more comprehensive,

lifecycle IWMS solutions. The solution must be adaptable to any vertical to let users define their own

processes, incorporate their own logic, and add very specific workflows to tackle their specific needs.

The retail industry is undergoing tremendous change, and in the next five years analysts predict that

e to morph into experiential destinations, according to the Professional Retail Store

With the rush to convert retail stores into the new shopping utopia, it’s easy to see that time is money.

how fast can they open a new or renovated store and

make sales. Time to market is critical, so facilities executive are turning to project management

solutions for scheduling and planning to get new stores up and running on schedule in an industry

Page 6: Vertical Industries Require Flexible & Configurable ...prmyazilim.com/images/PRM/frontpage/Oracle-IWMS-White-Paper.pdfVertical Industries Require Flexible & Configurable Integrated

4 | VERTICAL INDUSTRIES REQUIRE FLEXIBLE & CONFIGURABLE

where one missed opening during a holiday season could spell disaster for earnings. On the operational

side, retailers are constantly reinventing their storefronts with renovations, updates and re

projects. Facilities managers must keep pace with

with regular, scheduled improvements and preventive maintenance on a daily basis.

Assessing facility conditions is an important part of this process. This task includes inspecting,

collecting, analyzing and reporting on the condition of the entire facility or each building system, such as

the foundation, roof construction, exterior enclosure, elevators and lifts, plumbing, HVAC

few. Such assessments are not only critical for identifying and pre

also valuable for budgeting and capital planning.

Oracle’s Primavera Unifier for IWMS provides full lifecycle management from site selection, building,

redesign to maintenance. It’s a single integrated platform for o

portfolio in a logical configurable hierarchy that reflects the structure of the organization by business

unit, type of store, location or any other dimension.

The solution provides seamless integration with constru

retail building or stores. It also provides flexible, configurable business process automation capabilities.

The Primavera Unifier Project Controls solution components, when combined with Facilities and Real

Estate Management components provide a valuable tool for new store build, expansions, maintenance

and renovation. It enhances real estate portfolio and project visibility, as well as control across a

portfolio of stores. After the project and construction

then manage the building’s maintenance activities on the same system. The solution also ensures

regulatory compliance, and increased collaboration with vendors, contractors and suppliers.

The Facilities Condition Assessment (FCA) feature within Primavera Facilities Management provides all

the tools and processes required to perform this important task, including FCA inspections, assessing

deferred maintenance work and estimated deficiencies, current replacemen

costs, support for Uniformat II cost modeling, a configurable FCA Manager sheet, and automatic

calculation of each building system’s facility condition index (FCI), as well as the entire building’s FCI.

This ability to calculate the FCIs for each facility gives management professionals a way to objectively

compare facility and/or building conditions. As a result, decision

renewal funding needs and comparisons.

Healthcare

Some 73% of healthcare construction is currently for modernization of facilities, to update IT

infrastructure for greater clinical integration, and to make them greener and more patient

according to Health Facilities Management and American Society for Healthcare Eng

On a daily basis, healthcare facility and real estate executives are also challenged with regulatory

compliance and facility inspections, as well as controlling the cost of maintaining and operating their

healthcare facilities.

Similar to the retail industry, assessing facility conditions is critical to all healthcare facilities.

Assessments of a building’s foundation, roof, elevators and HVAC are critical to patient care.

Primavera Unifier for IWMS offers full lifecycle management from site s

maintenance of facilities, as well as fixed and moveable asset maintenance.

ONFIGURABLE INTEGRATED WORKPLACE MANAGEMENT SYSTEM (IWMS) SOLUTIONS

where one missed opening during a holiday season could spell disaster for earnings. On the operational

side, retailers are constantly reinventing their storefronts with renovations, updates and re-

projects. Facilities managers must keep pace with these changes, as well as maintain a store’s image

with regular, scheduled improvements and preventive maintenance on a daily basis.

Assessing facility conditions is an important part of this process. This task includes inspecting,

nd reporting on the condition of the entire facility or each building system, such as

the foundation, roof construction, exterior enclosure, elevators and lifts, plumbing, HVAC – to name a

few. Such assessments are not only critical for identifying and preventing serious issues, but the data is

also valuable for budgeting and capital planning.

Oracle’s Primavera Unifier for IWMS provides full lifecycle management from site selection, building,

redesign to maintenance. It’s a single integrated platform for organizing and managing the entire retail

portfolio in a logical configurable hierarchy that reflects the structure of the organization by business

unit, type of store, location or any other dimension.

The solution provides seamless integration with construction and renovation projects performed on the

retail building or stores. It also provides flexible, configurable business process automation capabilities.

The Primavera Unifier Project Controls solution components, when combined with Facilities and Real

Estate Management components provide a valuable tool for new store build, expansions, maintenance

and renovation. It enhances real estate portfolio and project visibility, as well as control across a

portfolio of stores. After the project and construction phases are completed, facilities executives can

then manage the building’s maintenance activities on the same system. The solution also ensures

regulatory compliance, and increased collaboration with vendors, contractors and suppliers.

tion Assessment (FCA) feature within Primavera Facilities Management provides all

the tools and processes required to perform this important task, including FCA inspections, assessing

deferred maintenance work and estimated deficiencies, current replacement value and capital renewal

costs, support for Uniformat II cost modeling, a configurable FCA Manager sheet, and automatic

calculation of each building system’s facility condition index (FCI), as well as the entire building’s FCI.

the FCIs for each facility gives management professionals a way to objectively

compare facility and/or building conditions. As a result, decision-makers gain visibility into building

e construction is currently for modernization of facilities, to update IT

infrastructure for greater clinical integration, and to make them greener and more patient-friendly,

according to Health Facilities Management and American Society for Healthcare Engineering.2

On a daily basis, healthcare facility and real estate executives are also challenged with regulatory

compliance and facility inspections, as well as controlling the cost of maintaining and operating their

etail industry, assessing facility conditions is critical to all healthcare facilities.

Assessments of a building’s foundation, roof, elevators and HVAC are critical to patient care.

Primavera Unifier for IWMS offers full lifecycle management from site selection, building, redesign and

maintenance of facilities, as well as fixed and moveable asset maintenance.

SOLUTIONS

where one missed opening during a holiday season could spell disaster for earnings. On the operational

-design

these changes, as well as maintain a store’s image

Assessing facility conditions is an important part of this process. This task includes inspecting,

nd reporting on the condition of the entire facility or each building system, such as

to name a

venting serious issues, but the data is

Oracle’s Primavera Unifier for IWMS provides full lifecycle management from site selection, building,

rganizing and managing the entire retail

portfolio in a logical configurable hierarchy that reflects the structure of the organization by business

ction and renovation projects performed on the

retail building or stores. It also provides flexible, configurable business process automation capabilities.

The Primavera Unifier Project Controls solution components, when combined with Facilities and Real

Estate Management components provide a valuable tool for new store build, expansions, maintenance

and renovation. It enhances real estate portfolio and project visibility, as well as control across a

phases are completed, facilities executives can

then manage the building’s maintenance activities on the same system. The solution also ensures

tion Assessment (FCA) feature within Primavera Facilities Management provides all

the tools and processes required to perform this important task, including FCA inspections, assessing

t value and capital renewal

costs, support for Uniformat II cost modeling, a configurable FCA Manager sheet, and automatic

calculation of each building system’s facility condition index (FCI), as well as the entire building’s FCI.

the FCIs for each facility gives management professionals a way to objectively

makers gain visibility into building-

e construction is currently for modernization of facilities, to update IT

friendly,

On a daily basis, healthcare facility and real estate executives are also challenged with regulatory

compliance and facility inspections, as well as controlling the cost of maintaining and operating their

etail industry, assessing facility conditions is critical to all healthcare facilities.

election, building, redesign and

Page 7: Vertical Industries Require Flexible & Configurable ...prmyazilim.com/images/PRM/frontpage/Oracle-IWMS-White-Paper.pdfVertical Industries Require Flexible & Configurable Integrated

5 | VERTICAL INDUSTRIES REQUIRE FLEXIBLE & CONFIGURABLE

Regulatory compliance is also high on the list of workplace concerns in healthcare management. Heath

facilities follow very strict rules for inspec

assets within the facilities. In these cases, Primavera Unifier for IWMS can help facilities executives

keep track of all compliance requirements and ensure that they meet all critical dates for p

preventative maintenance, such as testing cooling system in operating rooms, for example.

A Canadian-based healthcare system uses three IWMS configurable functions for its facilities.

Primavera Unifier Project Controls and Management solution hel

all of its hospital capital improvement projects, such as adding a wing in a hospital or renovating patient

rooms. The facilities and maintenance management

of its assets, from MRI machines to ambulance fleet to lawn mowers, and monitor their maintenance

needs – whether it’s a routine tune-up or an emergency repair.

The real estate management solution provides them with an integrated lease administration solution,

including automated lease payments. It also can be used to facilitate some of their real estate

transaction management needs, such as new site acquisition and disposition.

Financial and insurance

Financial and insurance companies can own or lease hundreds of

space, to call and claim centers, data centers and retail locations. In that respect, they share similar

needs and business challenges with other vertical industries when it comes to real estate and facilities

management.

But the financial services sector also has unique needs that IWMS solutions can solve. For instance,

one of America’s largest banks recently planned to replace and upgrade more than 2,000 drive

ATM machines nationwide. The financial instituti

projects at every bank branch across the country. It chose a Primavera Unifier for IWMS solution that

included project and program management and a capital projects solution to orchestrate the upgrade.

Today, the financial institution uses the Primavera Unifier asset maintenance and preventative

maintenance solution to centrally manage all 2,000 ATM machines and ensure that they continue to

function properly.

Higher education

Higher education must manage a diverse portfolio of educational, housing, dining and sports facilities

each with unique needs and changing demands. A large public, land

students was looking for a complete IWMS solution to handle all of those requirements. They c

Unifier because of its single platform and integrated system that can manage capital projects and

expansion along with facilities maintenance and management

subleased restaurant spaces in the Student Union food court

On capital projects side, the University of Utah deployed Primavera Unifier to help manage its $96

million Cancer Center expansion project.

million under budget and two months ahead of schedule.

and has approximately 300 capital projects in progress, totaling more than US$900 million.

Unifier enables the university to more tightly control campus construction budgets, as well as provide

seamless access to information about capital projects.

ONFIGURABLE INTEGRATED WORKPLACE MANAGEMENT SYSTEM (IWMS) SOLUTIONS

Regulatory compliance is also high on the list of workplace concerns in healthcare management. Heath

facilities follow very strict rules for inspection of medical equipment and instruments, as well as other

assets within the facilities. In these cases, Primavera Unifier for IWMS can help facilities executives

keep track of all compliance requirements and ensure that they meet all critical dates for performing

preventative maintenance, such as testing cooling system in operating rooms, for example.

based healthcare system uses three IWMS configurable functions for its facilities.

Primavera Unifier Project Controls and Management solution helps the healthcare organization manage

all of its hospital capital improvement projects, such as adding a wing in a hospital or renovating patient

maintenance management solution allows the healthcare system to track each

sets, from MRI machines to ambulance fleet to lawn mowers, and monitor their maintenance

up or an emergency repair.

real estate management solution provides them with an integrated lease administration solution,

It also can be used to facilitate some of their real estate

transaction management needs, such as new site acquisition and disposition.

Financial and insurance companies can own or lease hundreds of locations ranging from general office

space, to call and claim centers, data centers and retail locations. In that respect, they share similar

needs and business challenges with other vertical industries when it comes to real estate and facilities

But the financial services sector also has unique needs that IWMS solutions can solve. For instance,

one of America’s largest banks recently planned to replace and upgrade more than 2,000 drive-through

ATM machines nationwide. The financial institution needed a solution to help them manage these

projects at every bank branch across the country. It chose a Primavera Unifier for IWMS solution that

included project and program management and a capital projects solution to orchestrate the upgrade.

the financial institution uses the Primavera Unifier asset maintenance and preventative

maintenance solution to centrally manage all 2,000 ATM machines and ensure that they continue to

rse portfolio of educational, housing, dining and sports facilities

each with unique needs and changing demands. A large public, land-grant university with 29,000

students was looking for a complete IWMS solution to handle all of those requirements. They c

Unifier because of its single platform and integrated system that can manage capital projects and

expansion along with facilities maintenance and management – and even lease management of its

subleased restaurant spaces in the Student Union food court.

the University of Utah deployed Primavera Unifier to help manage its $96

million Cancer Center expansion project. The solution helped the university complete the project $9

million under budget and two months ahead of schedule. Today, the campus continues to grow rapidly

and has approximately 300 capital projects in progress, totaling more than US$900 million. Primavera

Unifier enables the university to more tightly control campus construction budgets, as well as provide

s access to information about capital projects.

SOLUTIONS

Regulatory compliance is also high on the list of workplace concerns in healthcare management. Heath

tion of medical equipment and instruments, as well as other

assets within the facilities. In these cases, Primavera Unifier for IWMS can help facilities executives

erforming

based healthcare system uses three IWMS configurable functions for its facilities.

ps the healthcare organization manage

all of its hospital capital improvement projects, such as adding a wing in a hospital or renovating patient

solution allows the healthcare system to track each

sets, from MRI machines to ambulance fleet to lawn mowers, and monitor their maintenance

real estate management solution provides them with an integrated lease administration solution,

It also can be used to facilitate some of their real estate

locations ranging from general office

space, to call and claim centers, data centers and retail locations. In that respect, they share similar

needs and business challenges with other vertical industries when it comes to real estate and facilities

But the financial services sector also has unique needs that IWMS solutions can solve. For instance,

through

on needed a solution to help them manage these

projects at every bank branch across the country. It chose a Primavera Unifier for IWMS solution that

included project and program management and a capital projects solution to orchestrate the upgrade.

the financial institution uses the Primavera Unifier asset maintenance and preventative

maintenance solution to centrally manage all 2,000 ATM machines and ensure that they continue to

rse portfolio of educational, housing, dining and sports facilities

grant university with 29,000

students was looking for a complete IWMS solution to handle all of those requirements. They chose

Unifier because of its single platform and integrated system that can manage capital projects and

and even lease management of its

the University of Utah deployed Primavera Unifier to help manage its $96

The solution helped the university complete the project $9

the campus continues to grow rapidly

Primavera

Unifier enables the university to more tightly control campus construction budgets, as well as provide

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6 | VERTICAL INDUSTRIES REQUIRE FLEXIBLE & CONFIGURABLE

The university has reduced project closeout time from up to three years, to an average of three to six

months, and provided university administrators with an expanded view of projects underway.

The university also integrated Primavera Capital Planning, Primavera Project Delivery Management,

and Primavera Cost Controls with the university’s PeopleSoft Financials environment to automate

payment processes and ensure consistent information between systems.

Future projects will continue to benefit from improved collaboration and visibility with the university’s

external partners—including more than 90 consultants and contractors

system for day-to-day project management. Unifier has cre

environment that the university will continue to use to track key performance indicators, facilitate state

reporting and expand portfolio planning capabilities

The Solution: Flexibility & Configurability

Primavera Unifier has the flexibility and configurability to

challenges. Organizations can leverage the built

business processes to satisfy their own business rules and ad

most other IWMS solutions, which tend to be more rigid and have fixed structures and business

processes, Unifier is a highly flexible solution. Business processes can be configured into the design,

including workflow, forms, fields, metadata, logic and other rules and requirements.

A comprehensive IWMS solution like Primavera Unifier provides customers with the ability to organize

their portfolio of facilities, properties and projects, according to their specific hie

Dashboards and map views can be configured at each level of Primavera Unifier’s hierarchy, whether

by project, program, facility or region, to provide a robust display of highly

across multiple tiers of information. These

facilities and the ability to slice information and drill down

root cause.

Facilities and Space Management

Unifier’s space management solution allows organizations to maintain a centralized repository of

physical spaces, and information about those spaces, delivering robust functionality that allows

customers to optimize space utilization across the portfolio.

Unifier allows companies to:

» Manage and track space counts by type, usage and occupants.

» Consistently collect, analyze and report on facilities.

» Benefit from support for Building Owners and Managers Association standards.

» View interactive floor plans to manage space.

» Track and report on employee head counts, space standard compliance, room availability and more.

Real Estate Portfolio Management

Primavera Unifier for IWMS provides strategic planning

estate portfolio and assets. Unifier gives companies the ability to:

ONFIGURABLE INTEGRATED WORKPLACE MANAGEMENT SYSTEM (IWMS) SOLUTIONS

educed project closeout time from up to three years, to an average of three to six

months, and provided university administrators with an expanded view of projects underway.

y also integrated Primavera Capital Planning, Primavera Project Delivery Management,

and Primavera Cost Controls with the university’s PeopleSoft Financials environment to automate

payment processes and ensure consistent information between systems.

projects will continue to benefit from improved collaboration and visibility with the university’s

including more than 90 consultants and contractors— by giving them access to the

day project management. Unifier has created a flexible project management

environment that the university will continue to use to track key performance indicators, facilitate state

reporting and expand portfolio planning capabilities.

Flexibility & Configurability

er has the flexibility and configurability to adapt to any vertical industry’s needs and

challenges. Organizations can leverage the built-in design and configuration tool kit to define or modify

business processes to satisfy their own business rules and adapts to the way they do business. Unlike

most other IWMS solutions, which tend to be more rigid and have fixed structures and business

processes, Unifier is a highly flexible solution. Business processes can be configured into the design,

w, forms, fields, metadata, logic and other rules and requirements.

A comprehensive IWMS solution like Primavera Unifier provides customers with the ability to organize

of facilities, properties and projects, according to their specific hierarchy needs.

Dashboards and map views can be configured at each level of Primavera Unifier’s hierarchy, whether

to provide a robust display of highly aggregated information

se graphical elements provide a comprehensive view across

facilities and the ability to slice information and drill down to identify the source of an issue to identify the

ows organizations to maintain a centralized repository of

physical spaces, and information about those spaces, delivering robust functionality that allows

customers to optimize space utilization across the portfolio.

and track space counts by type, usage and occupants.

Consistently collect, analyze and report on facilities.

Benefit from support for Building Owners and Managers Association standards.

View interactive floor plans to manage space.

oyee head counts, space standard compliance, room availability and more.

strategic planning functions as a repository of a corporation’s real

companies the ability to:

SOLUTIONS

educed project closeout time from up to three years, to an average of three to six

y also integrated Primavera Capital Planning, Primavera Project Delivery Management,

and Primavera Cost Controls with the university’s PeopleSoft Financials environment to automate

projects will continue to benefit from improved collaboration and visibility with the university’s

by giving them access to the

ated a flexible project management

environment that the university will continue to use to track key performance indicators, facilitate state

adapt to any vertical industry’s needs and

in design and configuration tool kit to define or modify

apts to the way they do business. Unlike

most other IWMS solutions, which tend to be more rigid and have fixed structures and business

processes, Unifier is a highly flexible solution. Business processes can be configured into the design,

A comprehensive IWMS solution like Primavera Unifier provides customers with the ability to organize

rarchy needs.

Dashboards and map views can be configured at each level of Primavera Unifier’s hierarchy, whether

aggregated information

graphical elements provide a comprehensive view across

to identify the source of an issue to identify the

oyee head counts, space standard compliance, room availability and more.

functions as a repository of a corporation’s real

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7 | VERTICAL INDUSTRIES REQUIRE FLEXIBLE & CONFIGURABLE

» Gain visibility into all real estate information across an entire portfolio.

» Track strategic transactions such as site/property acquisitions, dispositions and lease renewals.

» Manage market transactions such as acquisitions, constr

» Configure commission tracking processes and reporting.

» Manage portfolio locations by region, property, site or any other structure.

Project Delivery and Management

Primavera Unifier provides customers with the ability t

from large capital projects to small maintenance and renovation type projects. Unifier gives companies

the ability to:

» Automate all collaborative processes.

» Configure to match unique business workflow need

» Enforce business rules for compliance and routing of documents.

» Gain immediate visibility into problem areas.

» Fulfill auditing and reporting requirements.

» Utilize granular permissions control and detailed audit log.

Sustainability

Unifier’s configurable capabilities allow organization to set up the processes they need to record, track

and manage multiple dimensions of sustainability. Unifier enables companies to:

» Customize energy reports and provide dashboard capabilities based on each customer’s needs

compliance requirements.

» Determine LEED readiness through the Environment Manager navigation mode that can be set up

with appropriate business processes to track the environmental impact of facilities.

» Calculate ROI of sustainability initiatives.

Summary

A comprehensive IWMS solution has many benefits, including greater financial discipline, operational

excellence and risk management. Integrated cost and budget governance means that companies now

have transparency and control of all real estate and

financial planning is made easier. Preventative maintenance and inspections are now automated,

minimizing system failures and reported incidents, and baselines have now been established for code

compliance.

A flexible, configurable IWMS solution that meets the specialized needs of vertical industries provides a

competitive edge.

ONFIGURABLE INTEGRATED WORKPLACE MANAGEMENT SYSTEM (IWMS) SOLUTIONS

Gain visibility into all real estate information across an entire portfolio.

Track strategic transactions such as site/property acquisitions, dispositions and lease renewals.

Manage market transactions such as acquisitions, construction, dispositions and financing.

Configure commission tracking processes and reporting.

Manage portfolio locations by region, property, site or any other structure.

Primavera Unifier provides customers with the ability to comprehensively manage all types of projects,

from large capital projects to small maintenance and renovation type projects. Unifier gives companies

Configure to match unique business workflow needs.

Enforce business rules for compliance and routing of documents.

Gain immediate visibility into problem areas.

Fulfill auditing and reporting requirements.

Utilize granular permissions control and detailed audit log.

capabilities allow organization to set up the processes they need to record, track

and manage multiple dimensions of sustainability. Unifier enables companies to:

Customize energy reports and provide dashboard capabilities based on each customer’s needs

Determine LEED readiness through the Environment Manager navigation mode that can be set up

with appropriate business processes to track the environmental impact of facilities.

Calculate ROI of sustainability initiatives.

A comprehensive IWMS solution has many benefits, including greater financial discipline, operational

excellence and risk management. Integrated cost and budget governance means that companies now

have transparency and control of all real estate and facilities costs. Cost overruns are minimized, and

financial planning is made easier. Preventative maintenance and inspections are now automated,

minimizing system failures and reported incidents, and baselines have now been established for code

A flexible, configurable IWMS solution that meets the specialized needs of vertical industries provides a

SOLUTIONS

Track strategic transactions such as site/property acquisitions, dispositions and lease renewals.

o comprehensively manage all types of projects,

from large capital projects to small maintenance and renovation type projects. Unifier gives companies

capabilities allow organization to set up the processes they need to record, track

Customize energy reports and provide dashboard capabilities based on each customer’s needs and

Determine LEED readiness through the Environment Manager navigation mode that can be set up

A comprehensive IWMS solution has many benefits, including greater financial discipline, operational

excellence and risk management. Integrated cost and budget governance means that companies now

facilities costs. Cost overruns are minimized, and

financial planning is made easier. Preventative maintenance and inspections are now automated,

minimizing system failures and reported incidents, and baselines have now been established for code

A flexible, configurable IWMS solution that meets the specialized needs of vertical industries provides a

Page 10: Vertical Industries Require Flexible & Configurable ...prmyazilim.com/images/PRM/frontpage/Oracle-IWMS-White-Paper.pdfVertical Industries Require Flexible & Configurable Integrated

Oracle Corporation, World Headquarters

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Copyright © 2015contents hereof are subject to change without notice. This document is not warranted to be errorwarranties or conditions, whether expressed orally or implied in law, infitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obformed either directly or indirectly by this documentmeans, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under licensare trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron,trademarks or registered trademarks of Advanced Micro Devices. UNIX is a register White Paper TitleJanuary 2015

C O N N E C T W I T H U S

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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be errorwarranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obformed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission.

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under licensare trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.0115

White Paper Title January 2015

Worldwide Inquiries

Phone: +1.650.506.7000

Fax: +1.650.506.7200

ment is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other

cluding implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are

. This document may not be reproduced or transmitted in any form or by any

be trademarks of their respective owners.

Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and the AMD logo, and the AMD Opteron logo are

ed trademark of The Open Group.0115