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Real estate operation Management

Honeywell, India

Forge Real Estate Operations application helps customers to overcome the data challenge in complex real estate portfolios. It provides KPI´s & insights into critical business domains by bridging SAP’s IT data with Honeywell’s OT data.

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Design Brief

A solution to enable real estate owners to benefit from building performance optimization, including reduced carbon footprint and lower energy costs, as well as improved tenant experience.


A powerful, intuitive dashboard will be powered by both companies’ cloud platforms and will guide owners on real-time key performance indicators, including how sustainable is the building.

Aim

Honeywell Forge and the SAP Cloud for Real Estate solution needs to provide corporate real estate owners

and building operators with aggregated financial and operational intelligence for their portfolios

Data overview

We have different kinds of data flowing in from multiple data sources - some owned by Honeywell and some
owned by SAP. Broadly, this data can be categorized into the following pillars:

OPERATIONAL READINESS

UTILIZATION

SUSTAINABILITY

OCCUPANT SAFETY

OCCUPANT EXPERIENCE

FINANCE

Minimize downtime and
maximize the investment in
critical assets

Optimize the way spaces in the portfolio is used to maximize cost per seat and productivity of

a workspace

Visibility into the portfolio
operations impact on the
environment and measures
taken

Ensure my organization is
compliant with internal and
external regulations, especially
after COVID 19.

Attract and retain tenants
through increased productivity,
satisfaction and wellness of
occupants

Visibility of the operational costs of the portfolio to optimize costs and make financial
decisions

DATA SOURCE

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Who are our users?

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HEAD OF CORPORATE REAL ESTATE

A complete view of portfolio across
all pillars to make strategic business decisions.

HEAD OF FACILITY MANAGEMENT

A complete view of the facility across all
pillars to make strategic business decisions.


Ability to quickly view and react to issues.

Defining user stories

DATA SOURCE

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BUSINESS UNIT MANAGER

Maximize ROI on facilities

 

Manage resources (People, environment, etc.)


Provide guidance on new space / development

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CHIEF ENVIRONMENT, HEALTH AND SAFETY OFFICER

Understand compliance related issues.


Plan and predict maintenance


Meet Safety Goals

We defined the user needs + wants based on VOC’s (Voice of customer - interviews and feedback) with Subject matter experts and site managers, and extensive collaboration with product/research teams from SAP and Honeywell.

We put together a design workshop for the same including all the stakeholders and combed through the jobs to be done to organize them by type and persona.

Challenges faced by users

Isolated data of different
aspects of portfolio
management

Difficulty measuring
productivity and satisfaction
while ensuring adequate
spacing and safe indoor
air quality for occupants

Disconnected teams
managing buildings
, resulting in limited portfolio view of people or space management

Maintainance spend not
optimized across dozens
of critical systems

Sustainability
improvements difficult
to measure
and communicate

Lack of visibility into
operational costs along with operational performance indicators

User needs, wants and challenges as experience outcomes

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We also organised them into different buckets as per the kind of data. With all the stakeholders present, we prioritised them so we could start working on the critical ones first. Based on these stories, we created experience outcomes/jobs to be done for the primary users - the portfolio head and facility manager.

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Project scope

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Workflow

Onboarding and user setup

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High level IA

DESIGN LIMITATIONS AND CHALLENGES

The application was not designed in a traditional design software, but SAP Analytics Cloud (SAC) - a platform which is inbuilt with a host of features for users to design their own graphs. This was a product decision as

a) It is a collaboration between SAP and HW

b) It is easy to link live data as it is capable of handling high volumes

 

Now apart from the business and technical capability, we want to build a highly informative yet easy to use application for our users. It was a challenge to do so in SAC as

a) It has limited design functionality inbuilt

b) Need to keep the application in sync with our design system

Blocking diagrams in SAC portal

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User testing

90.9% of respondents agreed it was easy to identify the Smart Financial Building Score and understand problem areas
27.3% of respondents did not understand how the SFBS would help them make better strategic decisions

Tested with internal SME's, unmoderated sessions. We provided them a short succinct context of what is the product, and what does it address for the customer. We received a lot of positive feedback along with some points of improvement, which we aggregated and grouped by categories (some examples are shown below)

Information quality 

​

"Need explanation on how Scores are calculated. Is it the average of an operational readiness and occupant experience score? Is a smart financial score an industry standard metric? Or is this a metric Honeywell has created?"

"Need cost of potential/ predicted impact in asset availability"

"Number of service case does not mean anything, it could meant 10 minor service case or 5 major cases. Can we add severity?"

​

Forge UI

"Colours on the trend charts aren't the easiest to follow. Suggest more contrast."

"Do they need to be 2 decimal places, I think 2 decimal places implies extreme precision, which I don't think is necessarily the case."

"The score numbers should have an FAQ about the meaning of it inside an info icon, like in buildings dashboard."

​

Future scope

"Why the cost is over budget would be a question to answer"

"Indoor air quality against Wells Certification would be great"

"Can you show forecasted electrical consumption & cost for entire portfolio"

"It would be good to show what part of the electricity usage is green electricity."

Final dashboard

Overview page

SMART FINANCIAL BUILDING SCORE

(SFBS)

How is my portfolio performing 

Which category is contributing less or more to the SFBS score?

Which buildings are performing the worst / best?

How is my performance over the selected time period?

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Filter by date, building name or building type for ease of comparision

- Filter via map view of all sites

- Quickly see performance of buildings spread over geographical area

Detailed table view for all scores

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Sustainability

Rreal-time visibility into energy consumption metrics to help companies track their sustainability goals.

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Finances

Combined OT and IT data provides users with a comprehensive picture of the overall financial health of their entire building portfolio. Providing on-demand insights into underperforming locations and detect financial trends. The solution also closely monitors the financial impact of operational investments.

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Utilization

Visualizes data for building utilization, including its impact on the operational and financial performance of buildings.

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Occupant safety

Users can gain visibility into the compliance of safety practices, including indoor air quality and capacity limits.

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Occupant experience

 FREO enables building managers to maintain a comfortable environment for occupants.

Operational readiness

Rapid visibility of information about the availability of critical assets, the number of open services cases and corresponding capital and operational costs.

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