Deal management for facilities
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Deal management for facilities
Deal management for facilities How-To Guide
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FAQs online signature
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What is the deal desk structure?
A deal desk is a cross-functional team that facilitates the quote-to-cash process. It's a centralized hub that brings together stakeholders from sales, finance, marketing, customer success, and legal to ensure involvement and buy-in to improve the sales process.
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What is the deal desk approach?
Deal desk assists sales teams in generating more revenue by centralizing all deal information and automating crucial procedures. Deal desks assist sales teams by giving them access to deal status information to quickly follow up with clients and prospects.
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Is deal desk a good career?
Being a Deal Desk Analyst has its perks. From getting to work on complex deals, bringing teams together, and contributing to the company's success. However, it can be challenging at times, juggling different departments' needs and managing deal intricacies.
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What is deal desk management?
A deal desk is typically responsible for managing and negotiating commercial contracts on behalf of an organization. Typically, the deal desk will be part of the revenue operations, sales operations, legal, or finance department. What is a Deal Desk? | DealHub DealHub https://dealhub.io › glossary › deal-desk DealHub https://dealhub.io › glossary › deal-desk
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What is a deal in CRM?
Deals are pipelines in the Customer Relationship Management Software. They typically contain custom deal stages which are used to visualize a sales pipeline and to estimate future revenues. The final deal stage is closed when the deal is won or lost. What are Deals in Customer Relationship Management? - Deskera Deskera https://.deskera.com › blog › deals Deskera https://.deskera.com › blog › deals
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What is the role of a deal desk manager?
A deal desk manager is an individual that's responsible for ensuring that the deal desk process runs smoothly. They are typically responsible for: Co-ordinating discussion between different departments. Providing (and organising) the necessary documentation throughout the process.
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What is the deal governance process?
Deal governance is best characterized as a methodical approach that encompasses the protocols, procedures, and directives governing how an organization assesses, negotiates, executes, and oversees strategic transactions. Deal Governance Process, Why is it essential in all organizations? LinkedIn https://.linkedin.com › pulse › deal-governance-pro... LinkedIn https://.linkedin.com › pulse › deal-governance-pro...
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What is deal management?
Deal management is the sales operations process of overseeing and coordinating all aspects of a deal, from start to finish. This includes identifying and pursuing opportunities, negotiating terms, and ensuring that all parties involved are satisfied with the outcome. What is Deal Management? | DealHub DealHub https://dealhub.io › glossary › deal-management DealHub https://dealhub.io › glossary › deal-management
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thank you very much and thanks for sticking around to the very end here it's always fun batting cleanup especially when you have to follow some pretty heavy hitters and great presentations what I want to do for the next 10 minutes is now kind of go from much of what you've heard in horizontal assets an infrastructure to the vertical elements which are buildings and facilities well I'm a civil engineer and I really relate more to the infrastructure side I've been dealing in the built environment in the buildings for quite a while so what I want to do first of all is asset management and ISO 55000 is broad it's a very broad management system standard across disciplines I'm going to narrow the focus into buildings and when we talk about buildings often we're dealing in organizations that may operate maintain manage buildings which is often facilities management forward-thinking organizations are actually moving to facilities and asset management or facility asset management but this can be property managers facility managers etc the real difference being and for those of you thinking what's the difference here it's all asset management well it is it is asset management the I think one of the differences when you think about facilities management often individuals are looking at a couple of different components asset management facility management we often talk about hard services and soft services hard services is truly asset management and that is probably the most important element of buildings but there are also soft services they get into the service delivery service level agreements and contracts and the delivery of other services like security and custodial grounds lots of other elements that provide services not directly related to assets but again I think the key is that facility management the biggest component is asset management from a facilities perspective you think about the added element of sustainability in the environment when we think about 40% of our raw materials go into buildings that building utilize 30% of the power generated in the US and account for about 70% of the electricity generated and produce about 36 36 percent of the co2 emissions overall in the US these are big critical issues that we have to wrestle with when it comes to managing assets and facilities which leads to the resilience side which is now we talk about climate change and rising sea levels and extreme weather events but also violence in the workplace and terrorism and active shooters the security and safety issues and resilience now are things that we deal with day-to-day in facilities in terms of operating facilities there's also a fairly new ISO management system standard 2 to 301 around societal security business continuity management system that is integrated as part of this and finally if we look at another one of our big challenges and buildings these days is excess space there are several recent reports from Gao around federal facilities federal government owns well over 500 thousand buildings of recent reports have said that there's over fourteen thousand buildings in the federal government real property inventory that are excess or underutilized the Air Force and I believe it's Army alone I think the Air Force reported 30% of their buildings in the army 21% of their buildings are exceed what they can actually use and take care of meanwhile we're still operating still maintaining still investing still paying taxpayer dollars into keeping these underutilized facilities operational so there are several challenges again when it comes to buildings when we talk about facilities and look at one of the things we need to do there are two things that I think are really important to this discussion one is certainly the integration of ISO 55,000 in two facilities and facility management is part of what we do we need that management system we need that operational structure and frame to be better asset managers but in addition we need better training in education when it comes to the operations and I don't know how many of you here are in the building environment but it's very decentralized we have architects and engineers facility managers and people coming in from all walks of life with different backgrounds different education a lack of standards a lack of coherent and consistent education and training to be able to manage those assets so these standards are absolutely critical when it comes to again facility management I think they the key that we look at is that facility management and asset management have a direct impact on the productivity of everybody that works in and around or a building and in order to do so we really need to establish international standards that enable the discipline of asset management and facility management and Richard maybe one day that will be one profession but to be developed and evolve in a coherent and consistent fashion and the objectives of the 55,000 is just that now I'm going to make things a little bit muddy here for a second but I'm going to explain this about four years ago BSI British Standards Institute suggested a new workout in proponent and a new Technical Committee 267 around the development of both technical and management system standards for facility management so currently we have our Technical Committee there's about 40 countries represented on the Technical Committee I convene what we call workgroup 3 which is the management system standard which is designed to be an integrated standard and what that means is again we're not trying to develop duplicate or redundant standards we recognize 55,000 that that standard is there that it's a great foundation is broad and what we want to do is be able to how can we take that and apply it to specifically to facilities as well as encompass those other softer areas the service level agreements the contracting of the other aspects of facilities so we are now currently in the development of iso 41,000 which is the management system standard for facility management and again to be hopefully integrated not only with 55,000 but some others as well our goal again is for organizations to be able to demonstrate that they do have robust processes in which to not only design but manage and improve integrated facility management including asset management again we need to be able to provide safe secure healthy productive facilities as well as improve and enhance the quality of services that are delivered to help organizations achieve their mission so the last thing I want to touch on just before we and then kind of open it up for panel and questions is I think we can one of the most important things that we have to deal with and I heard a lot of it today and I which you've also seen is some forward thinkers and what the reality out there probably 20 years ago when I started working in the technology realm and looking at data around facilities and assets it was hard to find there wasn't a lot of data there were some systems like Maximo that were out there that were starting to be implemented today it's a lot different today my perception my belief is that we have an overwhelming amount of information and data a lot of that information and data is not consistent it's not accurate it's not of good quality it's in disparate systems it's hard to get your arms around you hear a lot of a lot of discussion around data analytics in fact I believe truly believe data analytics will go away when we get our arms around all of that debt all of that information and it becomes cognitive computing but again what we have is today in the realm of facility in the vertical market of buildings when it comes to asset management it's easy to think of and I love the vision of BIM of Building Information models when we design construct facilities the vision of BIM is actually to collect data once at the point of creation and use it throughout the lifecycle of facilities well it's again from the design we see a lot of it in terms of design where now designers and I know we've got some micro desk folks here that sell Revit and understand BIM very well that you have good Building Information models and in fact I think contractors are actually driving it more with their need to understand and and see the benefit of doing clash detection in buildings looking at virtual models to get into complex areas save millions of dollars in expediting construction taking care of inconsistencies in virtual models before we get out into the field and do the construction then moving into operations and while we do have information exchanges and new models and new new concepts or protocols like Cobie construction operations building information exchange the difficulty is it's not a one-for-one information exchange from a bim into Maximo we've got now being utilized in most facilities organizations if you look at universities or government agencies there's a whole spectrum of information systems that are being utilized from GIS systems looking at infrastructure and utilities and master planning to emergency response to integrated workplace management systems looking really the space and move management aspects and real estate to truly the the CMMS like Maximo and others that are dealing with operations and maintenance but we also have building automation systems and energy management systems and capital planning systems as well as project management systems again data going into and residing multiple different disparate applications ISO 55,000 and ISO 41,000 are there to provide that high-level framework a management system standard that will give us that that systematic approach to design and take care of a lot of these incongruity inconsistencies to create better processes and be able to manage that information and data better I think the the key result in is going to be giving us information about buildings that is more accurate more consistent more reliable to help us justify the needs that we have from both an infrastructure standpoint as well as buildings help us prioritize the needs from a capital renewal standpoint and enable us to be better stewards of the built environment and deliver better services that help enable the mission as Scott said the why of why we come to work and do what we do but how do we consistently and accurately measure that to benchmark not only across market segments but even within our own institutions the goal in the future state when we get more intelligent buildings smarter buildings using in integrating technologies better data standards and governance improved workflow processes to help us be good stewards have that accurate consistent and reliable data to make better decisions about our facilities that again are going to help us improve our ability to prioritize and justify the needs to get more closing those gaps of funding to take care of those both infrastructure and building issues and minimize our total cost of ownership as well as create high-performance buildings and high-performance organizations so with that I'm going to leave with just a number of again the desired outcomes of where we want to be when we when we do implement 55,000 and eventually probably two or three years down the road hopefully when the f-m 41,000 standard gets published and integrated in that we will be able to start to achieve some of these goals you
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