Services for Effective Implementations

 

Take advantage of thorough sales, analysis, implementation, and training processes and adopt quickly to a new normal knowing your business requirements have been translated into a system fit-for-purpose. We facilitate effective communication and a shared vision because we understand your platforms and industry. Read about our offerings below....

Training

Deliver instructor-led training tailored for each phase of a project.  Training services cover the gambit of facilities-related topics and can be delivered in-person or over the web. Choose from a comprehensive list of topics:

classroom
  • space planning
  • occupancy planning
  • lease administration
  • asset lifecycle
  • asset maintenance
  • project management
  • capital planning
  • health and safety
  • energy utilization
  • BIM for FM
  • system administration
  • reporting

Business Analysis

Discover the best fit between requirements and product capabilities.  Our international experience in facilities and real property provide a unique understanding of needs and workflows across industries and borders.

business-analysis

Ensure projects are executed effectively with accurate analysis services:

  • requirements 'translation'
  • gap analysis
  • functional specifications

Sales Support

Translate technical jargon into business solutions that target the right role, department, industry, and country. Technology platforms, like swiss army knives, should be presented in terms of the problems they solve rather than their tools and functions.

presenter

Our sales services interpret, translate, and present solutions based on the requirements of a client's 'local culture'. Get support with:

  • presentation delivery
  • dataset development
  • proof-of-concept projects

Implementation

Get support implementing specific features. Implementation services supplement your current resources when there are constraints on time or capacity, without breaking the budget.

developers

Be comfortable knowing you can successfully add functionality that may have been challenging otherwise. Get help with:

  • application configuration
  • system configuration
  • menu design
  • reporting
  • data-cleanup
  • customization

Documentation

Be sure to document key phases of a software implementation, from analysis and planning to design and execution.

documentation-2

Many projects focus on results and leave documentation as an afterthought. Documents can easily become outdated or worse, never developed at all. Our documentation helps future stakeholders answer their questions when upgrading, expanding, or migrating the final solution:

  • training guides and videos
  • implementation checklists
  • data templates
  • output realization plan

 

Service Components

Each service engagement or 'project' consists of a combination of billable components based on standard project management processes. The type of client or service, the level of customization, and the number of components required determines the overall length, makeup, and cost of the engagement. Each component is outlined below.

Discovery Call

Initial discussion meant to outline client requirements. Discovery calls form the basis of project proposals and quotes, generated as 'Statements of Work' (SoW). Discovery calls are not billed and generally include at least one call with representatives of the 'end user'.

Planning & Meetings

Each project requires time for planning and/or meetings to review project progress and adjust deliverables. This is an important component in setting and meeting expectations.

Analysis & Design

Analyzing specific environments and designing templates ensures a solution is tailored to client requirements. This component requires access to a client's existing environment, data, or documentation.

Proof of Concept

In larger projects, developing a preliminary solution based on a limited set of assets, e.g. 1-10 floors across 1-3 sites, identifies potential challenges prior to a full implementation.

Documentation

Tailored guides, specifications, or presentations used within the scope of a project set clear expectations and document decisions that affect the final solution. Documentation becomes integral for future updates and migrations when future changes are introduced.

Design Review

A review of the deliverable with key stakeholders. This is time devoted to review, test, and adjust the solution prior to delivery.

Execution & Delivery

Project execution or 'delivery' of the final solution.

Support & Follow Up

Support time built into the contract related to the scope of services rendered.

Pricing

Proposals outline the service components, a suggested timeline, and the total number of billable hours for each engagement. Once a proposal is accepted, services are invoiced monthly based on anticipated hours. Hourly rates in the proposal are based on:

Time

Tiered rates that reduce at 40-hour intervals

Region

Country-specific rates

Travel

Flat rates for transportation, lodging, & meals

Add-ons

Room fees, catering, entry visas, printing, etc. billed at cost

Example Proposal #1

On-Site Presentation, 1 day

You need to give a day-long presentation to the real property and asset management division of a Fortune 500 company in 3 weeks. They are looking to implement additional IWMS applications for capital planning, health and safety, energy management, and regulatory compliance. They expect an on-site presentation using a representative dataset. Without the time to get a resource up-to-speed in all product areas, you request a quote for services. After working together to outline a plan for a 5-day proof-of-concept, the proposal for services and invoice for the presentation might look like the following:

Proposal

  • 02 h - Discovery call (non-billable)
  • 04 h - Planning meeting(s)
  • 04 h - Analysis / solution design
  • 40 h - Proof of concept / data development
  • 08 h - Documentation / presentation development
  • 08 h - Presentation delivery (on-site)
  • 02 h - Follow-up Meeting

Total - 68 hours

Invoice

  • 02 h @ Non-billable
  • 40 h @ Rate A (standard rate, Region A)
  • 26 h @ Rate B (discounted rate, Region A)
  • 16 h @ Rate C (travel rate for 2 days)
Shot of businesspeople in the workplace

Example Proposal #2

Web-based Training, 4 hours

You need to deliver 4 hours of standard web-based training on a single topic across 3 regions. The training is coming from Region A's budget. The host would like the training to use their data and environment and would like a "less than 10-page" training guide on their unique workflow. Without an appropriate resource available, we discuss a proposal. The proposal and invoice might look like the following:

Proposal

  • 02 h - Discovery call (non-billable)
  • 01 h - Planning meeting(s)
  • 02 h - Analysis / solution design
  • 08 h - Proof of concept / exercise development
  • 08 h - Documentation / training guide
  • 04 h - Training delivery (web)
  • 01 h - Follow-Up / Support

Total - 26 hours

Invoice

  • 02 h @ Non-billable
  • 24 h @ Rate A (standard rate, Region A)
web-training

Example Proposal #3

Dashboard Development

Your implementation project has finished, but you realize that 4 tailored dashboards with key metrics for each of your teams would help them make better decisions and increase their productivity each day. The metrics have been defined and calculated, but you want them readily available for each team. Without an available resource, we work together on a proposal. The proposal and invoice might look like the following:

Proposal

  • 02 h - Discovery call (non-billable)
  • 02 h - Planning meeting(s)
  • 08 h - Analysis / solution design
  • 16 h - Execution / dashboard development
  • 02 h - Follow-Up / Support

Total - 30 hours

Invoice

  • 02 h @ Non-billable
  • 30 h @ Rate A (standard rate, Region A)
metrics