PLANON REAL ESTATE MANAGEMENT. For a real estate strategy that matches your organization s objectives

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1 PLANON REAL ESTATE MANAGEMENT For a real estate strategy that matches your organization s objectives

2 Planon s Real Estate Management solution includes: Dashboards Portfolio Management Lease and Financial Management Strategic Space Planning Transaction Management Project Management 2 PLANON REAL ESTATE MANAGEMENT planonsoftware.com Solid real estate management is becoming increasingly critical. Your buildings must do more than retain their value they must facilitate the primary business and comply with legal requirements. All within budget. Total insight is vital for optimal management of your real estate portfolio. Managing your real estate data in a single database means that every piece of strategic information is available in a central location. As a result, important decisions will be based on facts. You will be able to formulate a real estate strategy that is completely in line with your organization s objectives. The Planon Real Estate Management solution guarantees streamlined real estate management and maintenance processes. You will be able to provide optimal support throughout the lifecycle of your real estate and reduce operational costs.

3 DASHBOARDS: ANALYZE AND COMPARE REAL ESTATE KPIs You must have insight into the financial and functional performance of your real estate if you are to align your portfolio with the current and future needs of your organization. You will also be able to detect deviations, risks, and possible cost savings. The Planon Dashboards solution helps you analyze information from a historical, current, and future perspective. Choose which Key Performance Indicators (KPIs) you want to present in your real estate dashboards. Adjust your KPIs scope through a geographic, building type, or a buildingspecific selection. View the occupation rates and the financial performance of your real estate portfolio at a glance. Visualize the locations of your properties using Google Maps. Report the budgeted and actual costs for each budget type or group in a specific period. Create your own benchmarks by configuring additional KPIs. You can easily export the results for external benchmarks to compare real estate performance with competitors. PORTFOLIO MANAGEMENT: CENTRALIZE INFORMATION FOR STRATEGIC DECISION-MAKING Real estate represents the largest cost item on the balance sheet of many organizations. That is why more CFOs and real estate managers are searching for ways to improve portfolio management, reduce the number of square feet used, and minimize costs. The Planon Portfolio Management solution provides insight into your current real estate portfolio and helps you maximize your return on real estate investments. Record relevant information on your real estate, including valuations, use of space, functionality, condition, accessibility, long term maintenance, financial performance, and sustainability profiles. Gain insight into your real estate portfolio and assess its Total Cost of Ownership (TCO) with the aid of internal and external benchmarks. Visualize your real estate portfolio using CAD drawings or integrate with Google Earth and Google Maps for a graphical display. Analyze your organization s current and future surface area (ft 2 ) and workplace requirements, and then translate them to portfolio objectives and transaction processes. Align your real estate strategy with your organization s long term objectives. Lease expiration analysis Lease expiration analysis Owned Lease ends in 5 years Lease ends in 4 years Lease ends in 3 years Lease ends in 2 years Lease ends in 1 year planonsoftware.com PLANON REAL ESTATE MANAGEMENT 3

4 LEASE AND FINANCIAL MANAGEMENT: GAIN INSIGHT INTO FINANCIAL OBLIGATIONS Planon offers a total solution for managing lease and rental contracts and the resulting financial obligations. It will provide the transparency you need to manage your real estate portfolio, independent of your role as an owner, manager, lease company, or lessee. The Planon Lease and Financial Management solution lets you reduce your accommodation costs while leveraging the commercial value of your real estate. Analyze multiple valuations of your real estate portfolio, create depreciation schedules, and apply them to your portfolio. Calculate service costs using multiple calculation methods and charge them to tenants or cost headings. Store all rental and letting contracts in a single database with relevant information, such as contract parties, terms and conditions, period of notice, and other options. Assess rental options, renew and archive contracts, and monitor the resulting obligations by implementing automatic alerts for important deadlines. Manage complex calculations relating to price adjustments, payment agreements, interest-free periods, and indexation. STRATEGIC SPACE PLANNING: MATCH YOUR SPACE OFFERING TO CHANGING NEEDS To simplify the complex process of strategic space planning, real estate managers need to understand the future needs of their key operations and its impact on occupation rates, as well as the availability of fixed and flexible workplaces. A better understanding starts with gathering information. The Planon Strategic Space Planning solution helps you gain insight and make the translation to a strategic accommodation plan. Allow managers to easily register the current and expected future occupation of their departments online. Make quick copies of existing accommodation scenarios, edit them, and save them as new scenarios. Analyze the impact of scenarios with the user-friendly graphical planning board. Use the nearness score KPI to analyze whether a selected scenario is in line with the desired dependencies between departments. Integrate with other Planon solutions, such as Portfolio Management, Space Management, and Workplace Management to optimally reuse available information. Portfolio planning Owned space Leased space Space reduction Space demand Result Portfolio planning planonsoftware.com PLANON REAL ESTATE MANAGEMENT 4

5 TRANSACTION MANAGEMENT: GUARANTEE SUCCESSFUL REAL ESTATE PURCHASES AND SALES Your real estate portfolio changes buildings are divested or acquired and aspects like location, price, accessibility, functionality, and flexibility are all important variables. The Planon Transaction Management solution supports the total transaction process, allowing you to easily analyze and compare multiple offers and options. Record all your real estate needs and requirements and develop consistent criteria for assessing real estate, improving the composition of your real estate portfolio. Document all data on current transactions for an overview of the status of ongoing projects. Analyze multiple scenarios and aspects including price, functionality, flexibility, and suitability. Make well-founded decisions in relation to selling or purchasing specific assets. Ensure that real estate buying and selling processes comply with all laws and regulations. PROJECT MANAGEMENT: COMPLETE PROJECTS ON TIME AND WITHIN BUDGET Whether you are dealing with a large-scale renovation or a business relocation, real estate project planning, execution, monitoring, and tracking are vital if you want to realize your objectives and avoid exceeding the budget. The Planon Project Management solution provides insight into all of the information you need to plan and manage your projects in an integrated, cost-efficient manner. Use the graphical planning board to visualize projects and activities, implement changes, and monitor project progress. Create automatic reminders for milestones and deadlines. Manage project-related budgets and timelines and avoid non-compliance. Notify internal and external project leaders and team members of the status of projects automatically. Analyze all completed, current, and planned projects in your portfolio to optimize lessons learned and knowledge gained. Financial value analysis Tax value Insured value Commercial value Book value Financial value analysis 5 PLANON REAL ESTATE MANAGEMENT planonsoftware.com

6 Planon Real Estate Management is one of the five solutions in Planon s Integrated Workplace Management Solution: Planon Universe. The ready-to-use Planon solutions combine leading market standards with more than 30 years of experience, to enable Planon to deliver proven solutions that are characterized by: A home grown integrated by design solution based on a single source of truth Future-proof solutions that evolve with your organization Globally standardized software that allows for local customization Fast, ready to use processes that deliver valuable management information Experience, knowledge, and market standards combined in one solution planonsoftware.com With over 30 years of experience, Planon is the leading global provider of software that supports organizations that aim to optimize workplaces, services and assets. Planon delivers innovative software, proven best practices and professional services that increase workplace productivity and cost efficiency. Planon s software has been completely designed in-house and is fully integrated to deliver reliable management information. Gartner the leading independent technology research organization has consistently rated Planon as a global leader in their Magic Quadrant for Integrated Workplace Management Systems (IWMS). Planon has implemented its comprehensive solutions for over 2,000 clients, supported by offices around the world. To learn more about Planon s IWMS and CAFM software, visit planonsoftware.com or follow us on INTERNATIONAL Tel.: info-int@planonsoftware.com CANADA Tel.: info-ca@planonsoftware.com HONG KONG Tel.: info-hk@planonsoftware.com THE NETHERLANDS Tel.: info-nl@planonsoftware.com AUSTRIA Tel.: info-at@planonsoftware.com FRANCE Tel.: info-fr@planonsoftware.com INDIA Tel.: info-in@planonsoftware.com UNITED KINGDOM Tel.: info-uk@planonsoftware.com BELGIUM Tel.: info-be@planonsoftware.com GERMANY Tel.: info-de@planonsoftware.com SINGAPORE Tel.: info-sg@planonsoftware.com UNITED STATES Tel.: info-us@planonsoftware.com