AppsWorld London 2003

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Oracle Real Estate Management
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Why is Real Estate Management Important?
The workplace represents a large portion of an
enterprise's overhead cost, second only to labor
costs.

• Gartner, Drive Value Through Workplace Change,
  Michael Bell, 16-January-2003

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The Real Estate Market

• Oracle Real Estate Management

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Who do we define as the Real Estate Market?
Entities that lease, own,or manage buildings or
facilities that they lease, own, or manage

• EVERYBODY has real estate

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Real Estate Market by Segments

• Tenants
• May sublease acting as landlord
• Segmented by industry
• Building Owners
• Buy and sell properties
• Segmented by industry
• May outsource management of properties
• Developers
• Construct from ground up
• May manage or outsource

• Property Management Companies
• Dont own or lease anything
• Provide real estate management as a service
• May act on behalf of Building Owners, Tenants, or
  both
• Brokers
• Facilitate real estate transactions between
  buyers and sellers

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Real Estate Market by Industry
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Market Trends

• Entities that manage real estate are finally
  starting to embrace technology
• Consolidation of software providers is causing
  concern
• Many of the incumbent solutions built on old
  technology and dont have the capital to stay
  current
• Current economics forcing them to manage their
  real estate holdings and commitments better

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Markets for Oracle Property Manager

• Corporate Real Estate
• Large, multi-national
• Telecommunications
• Commercial Real Estate
• REITs
• Developer/Owners
• Retail Real Estate
• Fast Food/Chain Restaurants
• Banks/Insurance Companies

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Corporate Real Estate

• Existing EBS Customers
• Most of the setup already done
• Fold real estate transactions into existing
  business process
• Space Management
• Understanding current utilization of space to
  drive economic utilization of space
• Landlord Functionality
• Supports subleasing of under utilized space
• Integration with Enterprise Asset Management
• Natural extension of managing space
• Integration to Supply Chain

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The Oracle Real Estate Management Solution
Footprint

• Oracle Real Estate Management

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Major Functions of Real Estate
Construction Management
Lease Administration and Space Management
Facilities Management
Sales and Marketing/ Deal Management
Procurement
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Oracle Real Estate Management
Construction Management
Lease Administration and Space Management
Facilities Management
Sales and Marketing/ Deal Management

• Oracle Projects
• Site Selection
• Construction
• Leasehold
• Improvement
• Build Out
• Rebilling
• Demolition

• Oracle Property Manager/Oracle Financials
• Lease Execution
• Milestones
• Rent Calculation
• Transaction Processing
• Space Administration

• Oracle Enterprise Asset Management
• Facilities Requests
• Maintenance Requests
• Predictive Maintenance
• Compliance

• Oracle Sales/Oracle Marketing
• Contact Management
• Deal Tracking
• Collaborative Negotiation
• Collateral Management

Procurement
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Oracle Real Estate Management

• Financials
• Oracle Financials
• Oracle iReceivables
• Oracle Advanced Collections
• Oracle Financial and Sales Analyzer
• Oracle Internet Expenses
• Maintenance Management
• Oracle Enterprise Asset Management
• Projects
• Oracle Projects
• Oracle Project Billing
• Oracle Project Collaboration

• Manufacturing
• Oracle Discrete Manufacturing
• Procurement
• Oracle Purchasing
• Oracle iProcurement
• Oracle Sourcing
• Oracle iSupplier Portal
• Sales
• Oracle Sales Online
• Marketing
• Oracle Marketing
• Service
• Oracle iSupport
• Oracle TeleService
• Oracle Field Service

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Solutions by Perspective - Landlord

• Financials
• Oracle Financials
• Oracle iReceivables
• Oracle Advanced Collections
• Oracle Financial and Sales Analyzer
• Oracle Internet Expenses
• Maintenance Management
• Oracle Enterprise Asset Management
• Projects
• Oracle Projects
• Oracle Project Billing
• Oracle Project Collaboration

• Manufacturing
• Oracle Discrete Manufacturing
• Procurement
• Oracle Purchasing
• Oracle iProcurement
• Oracle Sourcing
• Oracle iSupplier Portal
• Sales
• Oracle Sales Online
• Marketing
• Oracle Marketing
• Service
• Oracle iSupport
• Oracle TeleService
• Oracle Field Service

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Solutions by Perspective Tenant

• Financials
• Oracle Financials
• Oracle iReceivables
• Oracle Advanced Collections
• Oracle Financial and Sales Analyzer
• Oracle Internet Expenses
• Maintenance Management
• Oracle Enterprise Asset Management
• Projects
• Oracle Projects
• Oracle Project Billing
• Oracle Project Collaboration

• Manufacturing
• Oracle Discrete Manufacturing
• Procurement
• Oracle Purchasing
• Oracle iProcurement
• Oracle Sourcing
• Oracle iSupplier Portal
• Sales
• Oracle Sales Online
• Marketing
• Oracle Marketing
• Service
• Oracle iSupport
• Oracle TeleService
• Oracle Field Service

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Streamline Real Estate Management

• Identify site candidates for lease or purchase
• Review and approve acquisition

Site Selection Acquisition

• Track costs progress of construction projects
• Schedule resources (labor, materials, equipment)

Construction Management

• Service facilities and assets
• Meet financial obligations (e.g., lease payments)

Operations and Facilities Management

• Track individual and aggregate site profitability
• Determine whether to keep or close site

Site / AssetDisposal
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Site Selection and Acquisition
Oracle Products

• Site Selection
• Planning next store opening or office opening or
  relocation
• Intensive data analysis
• Acquisition
• Opportunity management from a Landlord
  perspective
• Project management from a Tenant perspective

Oracle Sales and Financial Analyzer Oracle
Discoverer Oracle Daily Business Intelligence
Oracle Sales Online Oracle Marketing Oracle
Projects Oracle Project Collaboration Oracle
Financials Oracle Internet Expenses
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Deal Management Expedite Time to Lease with
Collaborative Negotiation

• Create Collateral
• Property brochures
• Websites

• Manage Opportunities
• Track progress of deal
• Share among team members

• Virtual Collaboration
• Share documents and drawings
• Version track living documents

Track Opportunities
CollectCost
BuildCollateral
Execute
Market
Negotiate

• Market Property
• Lease spaces or entire properties
• Leverage contacts

• Close the Deal
• Collect signatures
• Begin abstraction into Oracle Property Manager

• Opportunity Costs
• Site inspection
• Travel costs

• Build Relationships
• Capture history of all interactions
• Use in positioning on next opportunity or
  opportunity with same entity

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Construction Management
Oracle Products

• Corporate and Retail/Franchise
• Leasehold improvements
• Refurbishments
• Store build outs
• Commercial Real Estate
• Building construction

Oracle Financials Oracle Projects Oracle Project
Collaboration Oracle iProcurement Oracle
Purchasing Oracle Sourcing Oracle iSupplier
Portal Oracle Discrete (Project) Manufacturing
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Operations and Facilities Management
Oracle Products

• Operations
• Financial management
• Lease execution
• Space management
• Facilities Management
• Facilities request execution
• Preventative maintenance

Oracle Financials Oracle Property Manager Oracle
iReceivables Oracle Enterprise Asset
Management Oracle Projects Oracle Project
Collaboration Oracle Purchasing Oracle
iProcurement Oracle iSupplier Portal Oracle
iSupport
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Comprehensive Property Management Improve Lease
and Space Administration

• Set Terms
• Capture property info
• Establish contract

• Pay Receive
• Create transactions
• Automate approvals

• Take Action
• Exercise options
• Ensure compliance

CreateLease
Transact
Monitor
Analyze
Assign
Execute

• Allocate Space
• Assign tenants
• Partition floor space

• Summarize
• Determine utilization
• Calculate profitability

• Track Milestones
• Identify key dates
• Send alerts

• Maintain Leverage
• Capture performance and changes to terms
• Use for future decisions negotiations

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Facilities Management Solution

• Enterprise Asset Management
• Self-Service Work Request
• Extension of eAM
• Customer Relationship Management
• Oracle iSupport
• Oracle TeleService
• Oracle Field Service

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Site/Asset Disposal
Oracle Products

• Corporate
• Excess capacity
• Consolidation opportunity
• Retail/Franchise
• Under performing stores
• Unused store fixtures
• Commercial
• Low profitability
• Consistently high vacancy rates

Oracle Financials Oracle Property Manager Oracle
Discoverer Oracle Sales and Financial Analyzer
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Oracle Real Estate Management

• Financials
• Oracle Financials
• Oracle iReceivables
• Oracle Advanced Collections
• Oracle Financial and Sales Analyzer
• Oracle Internet Expenses
• Maintenance Management
• Oracle Enterprise Asset Management
• Projects
• Oracle Projects
• Oracle Project Billing
• Oracle Project Collaboration

• Manufacturing
• Oracle Discrete Manufacturing
• Procurement
• Oracle Purchasing
• Oracle iProcurement
• Oracle Sourcing
• Oracle iSupplier Portal
• Sales
• Oracle Sales Online
• Marketing
• Oracle Marketing
• Service
• Oracle iSupport
• Oracle TeleService
• Oracle Field Service

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Oracle Real Estate ManagementKey Value
Propositions

• Optimize construction execution keeping projects
  on-time and on-budget
• Reduce administrative costs by automating lease
  execution and optimizing space utilization
• Lower maintenance cost with efficient work order
  and preventative maintenance execution
• Provide data transparency through a single
  repository of real estate activity data

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Oracle Property Manager

• Functional Update

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Oracle Property Manager

• Property Definition
• Space Management
• Lease Administration
• User Definable Billing and Payment Terms
• Rent Increases
• Variable Rent
• Recoveries
• Full Integration to Receivables and Payables

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Recoveries

• Oracles term for our support of Common Area
  Maintenance (CAM) functionality
• Open design to accommodate any recoverable
  expense
• Integration to Oracle General Ledger but also
  supports other expense sources
• Solidifies our footprint for Commercial Real
  Estate Management

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Recoveries Value Propositions

• Automates process of CAM billing and
  reconciliation
• Minimizes errors throughout the recovery
  calculation
• Ensures complete recovery of all CAM and other
  expenses through integration with Oracle General
  Ledger

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Dynamic Location Naming

• User Definable Labels
• Building Floor Office
• Land Parcel Section
• Addresses needs across markets
• Retail
• Mall Level Unit
• Communications
• Site Tower Area

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Date Effective Space Definition

• Supports markets that offer or manage flexible
  space
• Allows for definition of prospective or future
  space
• Provides robust data model for sophisticated
  spaces planning and reporting

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Oracle Property ManagerKey Value Propositions

• Reduce operating costs by automating lease
  execution
• Minimize contractual and financial risk with
  Milestone Management
• Identify cost savings/revenue opportunities with
  Space Administration capabilities
• Provide data transparency through a single
  repository of lease activity data

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Oracle Property Manager

• Current Initiatives

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Real Estate Daily Business Intelligence
Role Oriented Page
Key Performance Indicators
Management Summaries
Links to Drill-Down Reports
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CAD Capabilities - Autodesk

• Available NOW!
• Effort to standardize integration between
  Autodesk and E-Business Suite
• White Paper on integration
• Reusable templates
• Starting with Oracle Property Manager data but
  will include Oracle Enterprise Asset Management
  data as well
• Public Views created and supported by Oracle
  Development

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Real-Time CAD Integration
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170 Systems Initiative

• 170 MarkView Document Management and Imaging
  System
• The 170 MarkView Document Management and Imaging
  System enables businesses to capture and manage
  100 of their information online, regardless of
  its original source or format.

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170 Systems Initiative

• Proposed Solutions
• Image of lease document available during lease
  abstraction
• Intelligent linkage between Reference field and
  specific place within the lease document
• Electronic audit package distribution as support
  for Recovery (CAM) calculations
• Automation of lease abstraction process

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Oracle Property Manager

• Customers

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Oracle Property Manager Customers

• Many Customers Live, Implementing, or Planning
  Implementations

• Spanning Multiple Countries

• New Zealand
• Philippines
• Qatar
• South Africa
• Spain

• Taiwan
• United Arab Emirates
• United Kingdom
• United States
• Venezuela

• Australia
• Canada
• Denmark
• France
• Hong Kong

• Ireland
• Japan
• Korea
• Kuwait
• Mexico

• Across Many Industries

• Commercial Real Estate
• REIT

• Retail/Restaurant
• Services
• Telecom

• Financial Services
• Healthcare

• High Tech
• Manufacturing
• Public Sector

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Oracle Property Manager CAB

• Members
• Cross Industry representation
• Landlord and Tenant representation
• Meetings
• Physical meetings every 6 to 8 months
• Virtual meetings in between
• Activities
• Enhancement prioritization and voting process
• Regular correspondence with Product Analysts
• Beta testing engagements
• Co-Development opportunities

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