UBS Meets Challenges of Merger and Global Data Access with ARCHIBUS
Company Size
1,000+
Region
- America
- Europe
Country
- Switzerland
- United States
Product
- ARCHIBUS
- AutoCAD
- Peoplesoft
- ArchiSTACK
Tech Stack
- LDAP
- AutoCAD
- Peoplesoft
- Web Central
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Cost Savings
- Customer Satisfaction
- Productivity Improvements
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
About The 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.
The 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.
The 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.
Operational Impact
Quantitative Benefit
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