Assessing Complexity and Sophistication

An assessment on the criticality of what occurs within the portfolio and the degree to which it can be controlled and managed without the need for a technology solution:

• How easily can data be managed and maintained in relation to the portfolio?
• How easy can records be kept and evidenced around estate compliance?
• How critical is the equipment being used to run a site or sites?

As a rough rule of thumb, we believe that any portfolio of 50 or more buildings cannot be successfully managed without a technology system such as Concerto.

We believe that any site that is mission critical to your organisations needs, even if it is a single building, will suggest complexity in management. We consider that any site whose ongoing availability will be compromised through the failure of equipment should be considered complex.

Business Need

• Ensuring that the condition of the property enables the business to operate productively, and ideally, with flexibility to grow or change the operational model
• Provide employees with a relatively attractive workplace
• Control running costs of maintaining the property (eg. maintenance and energy costs); invest in capex as needed to minimise total cost of ownership

Business Risk

• Cost of managing the facilities
• Risk of disruption to core operations of property condition

Business Need

• Ensure that the property meets health and safety standards
• Ensure that appliances and equipment have been inspected and tested in a timely way, and with that, there are clear records of those checks

Business Risk

• Failure to meet statutory and regulatory standards can lead to fines, asset closure and even criminal proceedings

Business Need

• The business has a number of property related contracts and services which are employed to main the property portfolio standards. These need to be scoped, allocated and their delivery managed.

Business Risk

• The failure to manage contracts can lead to a delay in the delivery of business critical services, and increase in business costs and the mis-allocation of resources.

Business Need

• Support the delivery of environmental targets (eg minimal energy usage, reduced waste)
• Deliver employee motivation and satisfaction

Business Risk

• There is a less tangible but material business risk of creating a poor workplace environment, with an impact on employee retention and productivity.