The Future of CAFM Systems & Leveraging the IoT

1. The Future of CAFM Systems
& Leveraging the IoT
Andrew Schafer – Managing Director,
Accruent/Verisae, EMEA

2. 2Accruent Confidential and Proprietary ©2016
Accruent: Leading Software for Real Estate & Facilities Management
WE SHAPE
THE WORLD
AROUND US
Founded 1995
More than 5,800 customers
Over 800 FTE’s
149 countries
Multi-industry coverage
“
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Corporate Public
Utilities
HealthcareEducation
Telecom
Retail

3. 3Accruent Confidential and Proprietary ©2016
Take Control of Your Physical World
SHAPE
CAPITAL PLANNING
MARKET PLANNING
STRATEGIC PLANNING
RESOURCE PLANNING
DRIVE
PROJECT MANAGEMENT
TRANSACTION MGMT
SPACE PLANNING
SITE MANAGEMENT
MANAGE
FACILITY MANAGEMENT
LEASE ADMINISTRATION
SPACE MANAGEMENT
ENERGY / SUSTAINABILITY
CONTROL
MOBILE FIELD SERVICE
MANAGEMENT
INDUSTRIAL IoT
MinutesDays Hours SecondsWeeksQuartersDecades Years Months

4. 4Accruent Confidential and Proprietary ©2016
Verisae Solution Set within Accruent
DATA WAREHOUSE & OPEN WEB SERVICES / API’s
BI TOOL—STANDARD REPORTS & AD HOC
MOBILE DASHBOARDS
FACILITY
ASSET
COMPLIANCE
CONTRACTOR MNGT
SUPPLY
DEMAND
GHG MANAGEMENT
CARBON REPORTING
F-GAS/WATER/WASTE
CRITICAL EQUIPMENT
HVAC & LIGHTING
REFRIGERATION
PREDICTIVE
ALERTING
WORKFLOW PROJECTS
SCHEDULING & DISPATCH
OPTIMISATION
PERFORMANCE MNGT
PARTS & INVENTORY
Users
290,000+
Locations
370,000 +

5. 1. Introduction to the IoT (Internet of Things)
2. Future of CAFM Systems & Workflow
3. Stakeholders impacted
4. Delivering the Business Case
5. Questions
Agenda

6.  The Internet of Things (IoT) is:
– “the network of physical objects or “things” embedded with electronics, software, sensors and network
connectivity, which enables these objects to collect and exchange data”
 Massive global trend, with predictions of over 50 billion internet-connected things by 2020
1. Introduction to the Internet of Things (IOT)

7.  Enables remote monitoring and control of equipment
 Provides real-time, enterprise wide visibility of performance
 Enables advanced analysis and improved decision making
 Enables quicker, more effective response to issues
 Results in significant benefits such as: improved equipment uptime, operational efficiencies and
reduced cost
1. Why this Trend ? What value is delivered ?

8. Better Quality Reactive
Response
2. What does this mean for the future of CAFM ?
Move to Condition Based Maintenance
(Proactive/Predictive)

9. 2. What does this mean for the future of CAFM ?
Facility
& Asset
Management
The
Internet
of Things
Enabled with
the IoT
Mobile
Workforce
Management
Lifecycle Field Service
Management
Lifecycle Facilities/Asset
Management
Every Facility/Asset is
connected to every
Engineer/Technician,
via the IoT

10.  The IoT building blocks
– Equipment that can measure & communicate (1-way or 2-
way communication, M2M)
– Enabled data flow (alarms, set-points, telemetry) to a
central enterprise application (this is the “Big Data” space)
 So, you have the data, but how are benefits realised ?
– Apply analytics and business rules to interpret the data,
identify issues & trending, and prioritize the response
(whether reactive or predictive)
– Manage the issues to resolution through the application of
workflow/process and tools
– Enable access and interaction by relevant stakeholders in
the end-to-end process
2. How are IoT benefits realized ?

11. FUTURE OF CAFM SYSTEMS - integrated workflow
Enterprise
Application:
Central Alarm
Filtering & Business
Rules Engine.
Reactive & Predictive
Bureau
Interaction
Site
Interaction
Action
Needed
SITE STAFF
Dispatch
to
Service
Provider
BUREAU
Perform
Work Billing
Configurable Workflow,
Notifications & Bureau Tools
Complete
Work
Manage Service Provider
performance, contracts,
review & approvals
Access
Controls for
remote
diagnosis/fix
Downstream activity informs upstream triage/recall
Upstream alarm condition impacts downstream job closure
CONTRACTOR/
TECHNICIAN
Normalize,
Analyse
Consolidate
Suppress
Multiple data
points
Advanced
Triage
Identified
Issue
Route based
on nature &
severity
Advice,
unlock
controls
End-to-end IOT process & workflow with multi-party interaction & visibility on common integrated platform
Asset & Facility Maintenance Management
(TRADITIONAL CMMS / CAFM)
Remote Monitoring, Alarms Management and
Predictive Analytics Workflow
BMS/HVAC
/Lighting
Controls
Refrigeration
Controls
Alarm&TelemetryFlow(egWebservices/API’s)
EMS/Energy
Metering
Bakery/
Catering
Controls
Elevator/
Travellator
Controls
Production
equipment
Controls
Other Key
Asset
Controls
Alarms &
Telemetry
SOFTWARE PLATFORM
PROVIDEREQUIPMENT
& CONTROLS
PROVIDERS
MAINTENANCE
HELPDESK
PROPERTY/
MAINTENANCE
MANAGEMENT
2. Future CAFM Workflow

12. FUTURE OF CAFM SYSTEMS - integrated workflow
Enterprise
Application:
Central Alarm
Filtering & Business
Rules Engine.
Reactive & Predictive
Bureau
Interaction
Site
Interaction
Action
Needed
SITE STAFF
Dispatch
to
Service
Provider
BUREAU
Perform
Work Billing
Configurable Workflow,
Notifications & Bureau Tools
Complete
Work
Manage Service Provider
performance, contracts,
review & approvals
Access
Controls for
remote
diagnosis/fix
Downstream activity informs upstream triage/recall
Upstream alarm condition impacts downstream job closure
CONTRACTOR/
TECHNICIAN
Normalize,
Analyse
Consolidate
Suppress
Multiple data
points
Advanced
Triage
Identified
Issue
Route based
on nature &
severity
Advice,
unlock
controls
End-to-end IOT process & workflow with multi-party interaction & visibility on common integrated platform
Asset & Facility Maintenance Management
(TRADITIONAL CMMS / CAFM)
Remote Monitoring, Alarms Management and
Predictive Analytics Workflow
BMS/HVAC
/Lighting
Controls
Refrigeration
Controls
Alarm&TelemetryFlow(egWebservices/API’s)
EMS/Energy
Metering
Bakery/
Catering
Controls
Elevator/
Travellator
Controls
Production
equipment
Controls
Other Key
Asset
Controls
Alarms &
Telemetry
SOFTWARE PLATFORM
PROVIDEREQUIPMENT
& CONTROLS
PROVIDERS
MAINTENANCE
HELPDESK
PROPERTY/
MAINTENANCE
MANAGEMENT
2. Future CAFM Workflow & Stakeholders

13. A. Equipment & Controls Providers
B. Internal IT
C. Central Bureau Provider
D. Site Staff
E. Contractors / Technicians
F. Maintenance Helpdesk Provider
G. Software Platform Provider
H. Property/Maintenance Managers
3. Stakeholders impacted with this change

14. Pre IoT:
 Local, site based supervisory system
 Closed protocol with limited data points
 limited remote monitoring capability for their equipment only
Post IoT:
 Retained local supervisory capability, but Enterprise overlay
 Open protocol with additional data points exposed
 Interface 1-way and/or 2-way
Key considerations to gain support & manage the stakeholder:
 Data belongs to client, must make it available
 Opening protocols & interfacing may improve position in account
& scope of services offered
 Equipment performance stats can be shared
Stakeholder A : Equipment & Controls Provider

15. Pre IoT:
 Limited local IT infrastructure & support for site based equipment monitoring
 Limited/no internet access provided to site personnel
 Outdated hardware and browser access
Post IoT:
 Support greater levels of alarm and telemetry data flow on the network
 Provide IP addresses and secure VPN access for data flow outside of the network
 Enhance site hardware, browsers and internet access to enable system interaction
by relevant parties
Key considerations to gain support & manage the stakeholder:
 IT is an enabler and they need to support the business in making this happen
Stakeholder B : Internal IT

16. Pre IoT:
 Manual review and triage of alarms, site by site dial-in
 Headcount heavy, limited value add, minimal tools
 Missed issues, no predictive capability and inefficient workflow
Post IoT:
 Automated monitoring and triage
 Enterprise wide visibility and alerting
 Root-cause analytics, predictive & remote control
 Manage workflow to resolution
 Smaller, higher skilled bureau
 Bypassed where bureau can’t add value
Key considerations to gain support & manage the stakeholder:
 IoT enables a smaller, but higher skilled, higher value bureau offering
 Move from headcount based charges to performance based measures linked to
equipment performance
Stakeholder C : Central Bureau Provider

17. Pre IoT:
 Site staff distracted from site operations due to need for local
monitoring and maintenance issues
 Equipment breakdowns not efficiently responded to and not well
prioritized
 Local alarming ignored and unclear on required action
Post IoT:
 System monitoring replaces need for site staff monitoring
 Reduced operational impact with better, prioritized response
 Specific communication to sites where their input needed + tools to
respond
Key considerations to gain support & manage the stakeholder:
 Significant time savings for site staff
 Clearer view of issue causation and training to mitigate
 Improved equipment performance
 Predictive maintenance – fixed before it breaks
Stakeholder D : Site Staff

18. Pre IoT:
 Always physical site visit, often following delayed alerting
 No ability to remotely view, diagnose or fix
 Reactive, with no warning of imminent equipment failure
Post IoT:
 Quicker notification of issue & correct priorization
 Access and tools to remotely view, diagnose and even fix.
 System monitoring of actions and job closure
 Predictive alerting enables better planning and dispatch
Key considerations to gain support & manage the stakeholder:
 Become partners with greater end-to-end responsibility
 Tools provided to improve effectiveness and first time fix
 Can shift from pure time & materials/PAYG agreement to more
comprehensive measures that include equipment performance
Stakeholder E : Contractors/Technicians

19. Pre IoT:
 Reliant on sites calling in alarms before work orders logged
 Lack of technical skills to assess and determine appropriate response
Post IoT:
 Issues automatically analyzed, triage and routed pre helpdesk involvement
 System tracking of work order process and catching of incorrect actions
Key considerations to gain support & manage the stakeholder:
 Potential headcount reduction with automated
work order creation for monitored equipment.
 Still chasing, but with addition support tools
 Can remain less technical in nature
 Predictive functionality reduces reactive calls
Stakeholder F : Maintenance Helpdesk Provider

20. Pre IoT:
 Functionality reliant on manual issue identification and capture for
downstream action
 Limited interfaces with isolated local site supervisory systems
 Highly reactive with no predictive analytics capability
Post IoT:
 Open platform supporting breadth of interfaces (HW & SW)
 Provide automated issue identification, triage and prioritization
 Remote monitoring & control, enterprise wide & real-time
 Deliver predictive functionality
 Manage workflow to resolution with multi-stakeholder interaction
Key considerations to gain support & manage the stakeholder:
 Functionality above is required for the IoT age, need to deliver else
platform switch
 Increased importance as a long term strategic partner delivering a
key operational platform and used by multiple parties
Stakeholder G : Software Platform Provider

21. FUTURE OF CAFM SYSTEMS - integrated workflow
Enterprise
Application:
Central Alarm
Filtering & Business
Rules Engine.
Reactive & Predictive
Bureau
Interaction
Site
Interaction
Action
Needed
SITE STAFF
Dispatch
to
Service
Provider
BUREAU
Perform
Work Billing
Configurable Workflow,
Notifications & Bureau Tools
Complete
Work
Manage Service Provider
performance, contracts,
review & approvals
Access
Controls for
remote
diagnosis/fix
Downstream activity informs upstream triage/recall
Upstream alarm condition impacts downstream job closure
CONTRACTOR/
TECHNICIAN
Normalize,
Analyse
Consolidate
Suppress
Multiple data
points
Advanced
Triage
Identified
Issue
Route based
on nature &
severity
Advice,
unlock
controls
End-to-end IOT process & workflow with multi-party interaction & visibility on common integrated platform
Asset & Facility Maintenance Management
(TRADITIONAL CMMS / CAFM)
Remote Monitoring, Alarms Management and
Predictive Analytics Workflow
BMS/HVAC
/Lighting
Controls
Refrigeration
Controls
Alarm&TelemetryFlow(egWebservices/API’s)
EMS/Energy
Metering
Bakery/
Catering
Controls
Elevator/
Travellator
Controls
Production
equipment
Controls
Other Key
Asset
Controls
Alarms &
Telemetry
SOFTWARE PLATFORM
PROVIDEREQUIPMENT
& CONTROLS
PROVIDERS
MAINTENANCE
HELPDESK
PROPERTY/
MAINTENANCE
MANAGEMENT
3. Future CAFM Workflow & Stakeholders

22.  Identify key area/s to pilot
 Determine options for interface, data flow and control
 Baseline current process/cost
 Quantify potential benefits of the change
 Engage stakeholders
 Implement & prove it out technically
 Refine the rules & thresholds
 Assess the benefits
 Decide on wider roll-out
 Then tackle the next area
4. The Key Steps to Delivering the Business Case

23.  Reduce Maintenance Cost
– Reduced reactive work orders with alarm triage
– Fewer unnecessary call outs, with better prioritisation
– Cheaper, quicker remote fix where possible
– Reduced time to site and better first time fix
– Avoid costly reactive with lower cost predictive
– Move to more targeted, condition based PPM regime
– Reduced bureau & helpdesk headcount
– Improved asset lifecycle
 Reduce Perishable Waste
– Automated tracking of product quality & early alerting on issues
– Quicker response results in reduced equipment downtime
– Workflow to de-merchandise quicker and save stock
– Predictive – fixed before it even breaks
4. Benefits Delivered

24.  Reduce Energy Cost
– Switch things down/off when not needed
– Alert on poor equipment performance
– Revert sub-optimal set point changes
– Automate schedule changes
– Modify control regimes
– Deploy additional sensors to drive energy efficiency
 Reduce Operational, Compliance & Reputational impacts
– Site staff to focus on servicing customers
– Eliminate cost of manual on-site checks (eg temp logging)
– Reduction of lost sales due to better equipment up-time
– Improved customer satisfaction, product quality and reputation
– Reduce compliance risk/fines (eg food safety with refrig)
– Improved live visibility, MI and decision making
4. Benefits Delivered cont
SATISFACTION

25.  Progressive CAFM systems leverage the IoT
and will increasingly do so
 IoT enables improved data access and ability
to remotely monitor and control equipment
 Advanced analytics determines optimal
response to identified issues/opportunities
 End-to-end workflow & process manages
issues to resolution
 Engaged stakeholders ensure optimal results
 Need the right software platform to support
end-to-end
Get that right and the benefits will flow !
Summary

26. Questions