cen:proj:76860

Approach towards FM digital transformation

Scope

This document specifies a methodology on how an FM related organization or department can identify and define requirements towards selecting the most appropriate digital technologies to manage their FM operations in the most cost effective and efficient way. This document gives recommendations on the digital transformation road map as the output on this process (methodology).

The methodology will use the ISO41001 clauses to define the organization’s current business compliance, which a prerequisite towards digital transformation, mapping them against the available digital technologies

It is suggested that the methodology includes the following phases:

I. Organizing the FM stakeholders, their departments and Organizations in a project team including the resources required to identify, define requirements towards an FM digital transformation road map

II. Identify, analyse and define the organization needs, objectives, size, complexity, practices, policies, strategies, IT systems and plans they have in place. (ISO41001 – 4 -Context and Organization)

III. Evaluate the FM operations processes and procedures against the ISO41001 standards clauses (Clauses 5-10) related guides and FM best practices.

IV. Derive a gap analysis of actions to be taken towards processes and information that need to be incorporated into meeting the standards guidelines / clauses and industry best practices. Define an action plan to implement the gaps identified

V. Use the gap analysis and previous steps formulating the organization requirements in detail. Group and associate the business requirements into functional requirements, formulating the requirements specifications. Requirements can be organized in Property, Space, Asset Management, Maintenance and energy management functionality sections. Specific questionnaires will need to be developed to assist in this process

VI. Research and awareness on the latest available digital technologies

VII. Map the required specifications to the available digital technologies, defining sizing, data structure requirements, taxonomy, roles and responsibilities, required reports and KPIs formulating the technical specifications

VIII. Define a road map from the current situation to the desired level of digital transformation outlining how operations processes and in general the organization / department will be transformed based to the Business and Technical specifications documents derived from the previous steps of the methodology. The Road map should be grouped into phases based on the dependency of the identified digital technologies, budget, ROI of each technology and ability of the organization to change to the proposed digital technologies

Note: Need to develop a diagram to define the above phases