Case Studies UBS Meets Challenges of Merger and Global Data Access with ARCHIBUS

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	UBS Meets Challenges of Merger and Global Data Access with ARCHIBUS

UBS Meets Challenges of Merger and Global Data Access with ARCHIBUS

Technology Category	Functional Applications - Enterprise Asset Management Systems (EAM)
Applicable Industries	Finance & Insurance
Applicable Functions	Business Operation Facility Management
Use Cases	Building Automation & Control Building Energy Management
Services	Software Design & Engineering Services System Integration
Challenge	In 2000, UBS faced significant challenges following its merger with Paine Webber. The merger brought together two companies with different CAFM operations, allocation methods, and reporting scenarios. UBS needed to ensure that their allocation processes matched floor leases, building leases, and site requirements consistently. The complexity of managing these allocations across multiple locations and systems required a robust solution to standardize and streamline operations. Additionally, UBS had to address the issue of maintaining five separate ARCHIBUS databases across different locations, which hindered coordinated changes and collaboration. The need for a unified system that could provide consistent chargeback processes, standardized occupancy tracking, and integration with other databases was paramount. Read More
About Customer	UBS is a global leader in wealth management, investment banking, and securities. The company is known for its financial strength and a global culture that embraces change. UBS's Facilities Management department has been proactive in implementing improvements to enhance operational efficiency. The company operates five main campuses in four U.S. cities, encompassing 16 buildings and 5.2 million square feet of space. UBS's commitment to innovation and efficiency is evident in its adoption of ARCHIBUS to manage its facilities and streamline operations. The company's ability to adapt and integrate new technologies has been a key factor in its success, particularly in the context of its merger with Paine Webber. Read More
Solution	UBS partnered with Robotech CAD Solutions, Inc. to tailor the ARCHIBUS system to meet their specific needs. The customized solution provided a consistent chargeback process, standardized occupancy tracking, and integration with LDAP Web directory and telecommunications databases. ARCHIBUS was configured to accommodate Primary and Secondary offices per employee and provide counts of Capacity-Occupancy-Vacancy across floors, departments, and Room Standards. The AutoCAD drawings, as-built floor plans, and polyline regions were standardized across UBS Americas locations. A custom Web stacking tool was developed to provide real-time visual analysis of allocations and occupancy using a Web browser. Custom scripts facilitated data exchange with the LDAP Web directory, obtaining HR information from Peoplesoft, and sending back employee location information to the corporate Web directory. The successful implementation of ARCHIBUS in UBS Americas led to a global effort in Switzerland to create a corporate-wide portal for CAFM data, accommodating global portal specifications, space measurement methods, and KPI calculations. Read More Log in to view content
Contents

Technology Category

Functional Applications - Enterprise Asset Management Systems (EAM)

Applicable Industries

Finance & Insurance

Applicable Functions

Business Operation

Facility Management

Use Cases

Building Automation & Control

Building Energy Management

Services

Software Design & Engineering Services

System Integration

Challenge

In 2000, UBS faced significant challenges following its merger with Paine Webber. The merger brought together two companies with different CAFM operations, allocation methods, and reporting scenarios. UBS needed to ensure that their allocation processes matched floor leases, building leases, and site requirements consistently. The complexity of managing these allocations across multiple locations and systems required a robust solution to standardize and streamline operations. Additionally, UBS had to address the issue of maintaining five separate ARCHIBUS databases across different locations, which hindered coordinated changes and collaboration. The need for a unified system that could provide consistent chargeback processes, standardized occupancy tracking, and integration with other databases was paramount.

About Customer

UBS is a global leader in wealth management, investment banking, and securities. The company is known for its financial strength and a global culture that embraces change. UBS's Facilities Management department has been proactive in implementing improvements to enhance operational efficiency. The company operates five main campuses in four U.S. cities, encompassing 16 buildings and 5.2 million square feet of space. UBS's commitment to innovation and efficiency is evident in its adoption of ARCHIBUS to manage its facilities and streamline operations. The company's ability to adapt and integrate new technologies has been a key factor in its success, particularly in the context of its merger with Paine Webber.

Solution

UBS partnered with Robotech CAD Solutions, Inc. to tailor the ARCHIBUS system to meet their specific needs. The customized solution provided a consistent chargeback process, standardized occupancy tracking, and integration with LDAP Web directory and telecommunications databases. ARCHIBUS was configured to accommodate Primary and Secondary offices per employee and provide counts of Capacity-Occupancy-Vacancy across floors, departments, and Room Standards. The AutoCAD drawings, as-built floor plans, and polyline regions were standardized across UBS Americas locations. A custom Web stacking tool was developed to provide real-time visual analysis of allocations and occupancy using a Web browser. Custom scripts facilitated data exchange with the LDAP Web directory, obtaining HR information from Peoplesoft, and sending back employee location information to the corporate Web directory. The successful implementation of ARCHIBUS in UBS Americas led to a global effort in Switzerland to create a corporate-wide portal for CAFM data, accommodating global portal specifications, space measurement methods, and KPI calculations.

Impact #1	The consolidation of five separate ARCHIBUS databases into a single database allowed for coordinated changes and collaboration while maintaining accountability for each site manager.
Impact #2	The implementation of ARCHIBUS provided UBS with accurate and consistent allocations on a monthly and quarterly basis, which are crucial for financial reporting.
Impact #3	The system's flexibility allowed for the creation of 28 standard reports with seven levels of organizational data, providing roll-up summaries and drawing highlights based on the organizational structure.

Impact #1

The consolidation of five separate ARCHIBUS databases into a single database allowed for coordinated changes and collaboration while maintaining accountability for each site manager.

Impact #2

The implementation of ARCHIBUS provided UBS with accurate and consistent allocations on a monthly and quarterly basis, which are crucial for financial reporting.

Impact #3

The system's flexibility allowed for the creation of 28 standard reports with seven levels of organizational data, providing roll-up summaries and drawing highlights based on the organizational structure.

Benefit #1	UBS has saved millions of dollars in rent by controlling vacancies through ARCHIBUS.
Benefit #2	The system has resulted in substantial time and cost savings on outside resources for construction projects.
Benefit #3	The implementation of ARCHIBUS has led to millions of dollars in savings in rent over the years of operation.

Benefit #1

UBS has saved millions of dollars in rent by controlling vacancies through ARCHIBUS.

Benefit #2

The system has resulted in substantial time and cost savings on outside resources for construction projects.

Benefit #3

The implementation of ARCHIBUS has led to millions of dollars in savings in rent over the years of operation.

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Overview

UBS Meets Challenges of Merger and Global Data Access with ARCHIBUS

Operational Impact

Quantitative Benefit