Planon Management Information Reliable, real-time, and easy-to-access management information
Planon s management information solution includes: Planon Report Generator Planon Dashboards Planon Data Aggregation Manager With the need for cost efficiency and agility in real estate and Facility Management processes, the importance of accurate management information is increasing. Senior management needs strategic information including Balanced Scorecards (BSC) and Key Performance Indicators (KPI) to monitor performance and forecast future needs. This critical data enables executives to make the right decisions and ensures the alignment of real estate, workplaces and people-centric services with the core business. On a tactical level, managers need historical data to monitor and improve processes targeting increased cost efficiency, quality, and flexibility. 2 PLANON MANAGEMENT information planonsoftware.com
PLANON ACCELERATOR : SINGLE- SOURCE RELIABLE REPORTING The value of Planon s software is in quality information management. Because this information originates from a fully integrated solution, it enables measurable improvements. Planon Accelerator, Planon s best practice solution, is integrated-by-design which means that we have designed it in-house from the ground up. Planon Accelerator creates a single-sourceof-truth, and includes many ready-to-use reports and dashboards. Our experience shows that the demand for management information increases with the maturity of business processes. That s why Planon s solutions off er next to an extensive set of standard reports and dashboards the tools to create corporate KPI s, benchmarks, and analyses. OPERATIONAL CONTROL WITH PLANON REPORT MANAGER Planon Accelerator includes a number of ready-to-use reports that enable users to monitor and analyze their operations. These reports are available across all Planon Accelerator solutions including fi nancial reports in Real Estate Management, utilization reports in Space & Workplace Management, budget forecasts in Maintenance Management, delivery reports in Integrated Services Management, and energy consumption reports in Sustainability Management. You can easily extend or adjust these reports to your specifi c needs with the built-in Planon Report Manager. This allows users to select reportable fi elds, add calculations, set the layout of the report, and save reports for future use, as well as share them with others. Planon Report Manager allows you to: Use standard reports to easily create new reports. Apply specifi c calculations or operations to fi elds within a report. Easily combine reports with Microsoft documents. Include up to ten nested subreports in a single report. Preview, print, or export the results from any report. GRAPHICAL VISUALIZATION WITH PLANON DASHBOARDS Planon Dashboards enable managers to view, analyze, and interpret realtime information and KPI s graphically. These dashboards are easy to access, both online and on mobile devices. By default, Planon Accelerator contains over a hundred preconfi gured and ready-to-use graphical dashboards Planon has more than 100 graphical dashboards to help you view, analyze, and interpret real-time information planonsoftware.com PLANON MANAGEMENT information 3
for all Planon solutions, including portfolio and financial dashboards in Real Estate Management, occupancy dashboards in Space & Workplace Management, performance dashboards in Maintenance Management, Service Level Agreement (SLA) dashboards in Integrated Services Management, and emission and costs dashboards in Sustainability Management. Planon Dashboards allow you to: Use existing dashboards to easily create additional dashboards. Select your styling and type of dashboard including bar-, line-, or pie-charts. Use Planon Dashboards for visualizing KPI s from Planon Data Aggregation Manager. Drill down into dashboards to query more detailed information. Combine multiple dashboards into a single management cockpit. STRATEGIC REPORTING WITH PLANON DATA AGGREGATION MANAGER Many processes in Planon Accelerator store transactional data, status information, start and end dates, and time values. For example, the rent management process in Planon s Real Estate Management solution refers to rentable units, the size of a unit over time, the user of that space over time, and the tarif of that space over time. This unique functional diversity can increase the complexity of reporting, especially for the creation of aggregated management information and KPI s. Planon Data Aggregation Manager allows you to simplify and standardize the process of reporting complex data. This solution enables you to select, aggregate, and compile data from multiple processes and fields within the Planon database, and store the results in a predefined structure or data warehouse. This data warehouse can be used for multiple purposes, including standard reporting, dashboards, and exporting data to other business applications. A unique feature in Planon Data Aggregation Manager is the ability to create benchmarks, internally or aligned with external benchmarks such as Investment Property Databank (IPD) or BenchCoRE from CoreNet. Planon Sustainability Management Dashboards planonsoftware.com PLANON MANAGEMENT information 4
This solution enables you to periodically export aggregated data in the format that suits your benchmark. This guarantees a maximized use of your existing data and a consistent and compliant exchange with benchmarking initiatives. Planon Data Aggregation Manager allows you to: Aggregate KPI data automatically or on an ad-hoc basis. Add external data for a more holistic analysis. Use Planon Report Manager to create aggregated data reports. Export KPI s to.cvs,.xls or.xml for external benchmarks. Report and combine KPI s with external data in tools such as Business Objects or Crystal Reports. Planon Data Aggregation Manager allows you to simplify and standardize the process of reporting complex data 5 PLANON MANAGEMENT information planonsoftware.com
Planon s Integrated Workplace Management Solution Planon Accelerator delivers standardized, integrated business processes that have been designed to meet the requirements of different users, including application managers, end users, executives, and fi eld engineers. Planon s ready-to-use solutions combine more than 30 years of experience with leading market standards, enabling Planon to deliver, manage, and maintain proven solutions 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 into one integrated solution planonsoftware.com Planon is the leading global software provider that enables organizations to solve their facility management and real estate challenges effectively with integrated software solutions. the Planon solutions include real estate Management, Space & Workplace Management, Maintenance Management, Integrated Services Management and Sustainability Management. Started in 1982, Planon has over 1,800 clients in 40 countries and offices in the United States, Canada, UK, Austria, Belgium, France, germany, India, the netherlands, and Singapore. CANADA 606 rue Cathcart Suite 500 Montréal (QC) H3B 1K9 Tel.: (514) 789-5533 UNITED STATES 35 Braintree Hill Park Suite 202 Braintree, MA 02184 Tel.: (781) 356-0999