How can developers start to adopt technology in their buildings with the confidence to succeed? Memoori, with the support of Master Systems Integrators LMG and Vanti, have sort to answer this question by creating The Developers Smart Building Project Canvas. The Canvas is a list of questions to address at each stage of a project, from setting out aims and goals for success at the beginning, to considerations about delivery and management, cost and risk and future proofing. We want project teams to use it to create the most efficient and best performing projects possible whilst effectively budgeting for the appropriate technology. The canvas has been released under a Creative Commons license, so it is free to download, share and modify, as long as attribution is maintained.

1. 8th March 2022 | Webinar | Memoori Research & Vanti
THEDEVELOPERSSMART
BUILDINGPROJECTCANVAS

3. - First Download it! https://memoori.com/wp-content/uploads/2022/01/
The_Developers_Smart_Building_Project_Canvas.pdf
- A simple FREE template for developers of commercial real estate that want to start
adopting technology in their building(s).
- Why? So you can improve the chances of driving a successful project AND e
ff
ectively
budget for the appropriate technology.
- Open Source Document. Licensed under a Creative Commons Attribution-ShareAlike
4.0 International Licence. You can Share it and Modify it, but maintain attribution.
- It is NOT a Standard or Certi
fi
cation.
- 7 steps involving questions that you (and your team) should answer OR ask your
partners…
WHATISIT?

4. 2. Initial Actions
What actions will our value
propositions require?
Which actions are most important and in
what order should they be performed?
Do our core actions have any prerequisites
(e.g. For retrofit projects, is a building
systems audit required to understand what
we already have)?
4. Costs & Risk
What are the most important
in delivering our project?
Cost Scalability. CAPEX/OPEX.
defer CAPEX at least until tena
How can we mitigate risk to e
are met within the budget & d
Have we adequately consider
1. Key Project
Goals & Value
Proposition
What are the problems this smart
building project will help to solve?
What tenants are we trying to attract,
and how will this project help?
What value will it deliver to our business?
What goal(s) must the project achieve?
Example Outputs
• Improve our tenant’s experience
• Reduce energy costs
• Optimize space
• Ensure compliance
• Achieve a certification (e.g. LEED/
SmartScore/BREEAM/WELL2/RESET/SPIRE)
Notes
The Developers Smart Building Project Canvas Pro
3. Partnerships & Resources
Which core actions will partners need to
perform (internal or external)?
How do we select the right partners?
What internal partners do we need to
involve in the project?
How will we make sure we are not
“locked-in” to one vendor ecosystem?

5. 2. Initial Actions
What actions will our value
propositions require?
Which actions are most important and in
what order should they be performed?
Do our core actions have any prerequisites
(e.g. For retrofit projects, is a building
systems audit required to understand what
we already have)?
Which existing building/business systems
may need to be integrated?
Example Outputs
• In order to optimize our space we need
to measure occupancy utilization.
• Air quality is now a key tenant
concern so we need to monitor CO2
levels.
• Our current access control system vendor
does not allow the necessary integrations,
so we need to source a new vendor.
Notes
Proposition
and how will this project help?
What value will it deliver to our business?
What goal(s) must the project achieve?
• Optimize space
• Ensure compliance
• Achieve a certification (e.g. L
SmartScore/BREEAM/WELL2/
3. Partnerships & Resources
Which core actions will partners need to
perform (internal or external)?
How do we select the right partners?
What internal partners do we need to
involve in the project?
How will we make sure we are not
“locked-in” to one vendor ecosystem?
Do partners require access to resources,
skills or datasets to support delivery?
Do we have the skill and ability to define
our building’s use cases for all the personas
that use it? e.g. tenants, visitors, etc.
Example Outputs
• In order to select the right occupancy
analytics vendor, we need a detailed
RFP document.
• Engage a specialist to help us define our
building’s use cases and communicate
them to all stakeholders.
Notes

6. 2. Initial Actions
What actions will our value
propositions require?
Which actions are most important and in
what order should they be performed?
Do our core actions have any prerequisites
(e.g. For retrofit projects, is a building
systems audit required to understand what
we already have)?
Which existing building/business systems
may need to be integrated?
Example Outputs
• In order to optimize our space we need
to measure occupancy utilization.
• Air quality is now a key tenant
concern so we need to monitor CO2
levels.
• Our current access control system vendor
does not allow the necessary integrations,
so we need to source a new vendor.
Notes
4. Costs & Risk
What are the most important costs inherent
in delivering our project?
Cost Scalability. CAPEX/OPEX. Should we
defer CAPEX at least until tenants take space?
How can we mitigate risk to ensure goals
are met within the budget & deadline?
Have we adequately considered Cyber
Security and mitigated all associated risks?
Can product vendors and delivery partners
take us to existing buildings and demonstrate
their work in a live environment?
Example Outputs
• Create a detailed budget plan.
• Consider vendors who offer Pay As You
Lease models.
• Engage the vendor to deliver a proof of
concept on one floor before rolling out
to the whole building.
• Ensure vendor hardware or software have
been tested and validated to current
Cyber Security standards.
• Prioritise our use case list, so we know
what we can afford to lose.
Proposition What tenants are we trying to attract,
and how will this project help?
What value will it deliver to our business?
What goal(s) must the project achieve?
• Optimize space
• Ensure compliance
• Achieve a certification (e.g. LEED/
SmartScore/BREEAM/WELL2/RESET/SPIRE)
5. M
W
p
a
c
b
W
c
D
o
b
C
t
c
Exa
• E
p
a
• P
a
No
3. Partnerships & Resources
Which core actions will partners need to
perform (internal or external)?
How do we select the right partners?
What internal partners do we need to
involve in the project?
How will we make sure we are not
“locked-in” to one vendor ecosystem?
Do partners require access to resources,
skills or datasets to support delivery?
Do we have the skill and ability to define
our building’s use cases for all the personas
that use it? e.g. tenants, visitors, etc.
Example Outputs
• In order to select the right occupancy
analytics vendor, we need a detailed
RFP document.
• Engage a specialist to help us define our
building’s use cases and communicate
them to all stakeholders.
Notes

7. tant and in
formed?
prerequisites
uilding
erstand what
ss systems
we need
on.
or CO2
levels.
tem vendor
ntegrations,
endor.
4. Costs & Risk
What are the most important costs inherent
in delivering our project?
Cost Scalability. CAPEX/OPEX. Should we
defer CAPEX at least until tenants take space?
How can we mitigate risk to ensure goals
are met within the budget & deadline?
Have we adequately considered Cyber
Security and mitigated all associated risks?
Can product vendors and delivery partners
take us to existing buildings and demonstrate
their work in a live environment?
Example Outputs
• Create a detailed budget plan.
• Consider vendors who offer Pay As You
Lease models.
• Engage the vendor to deliver a proof of
concept on one floor before rolling out
to the whole building.
• Ensure vendor hardware or software have
been tested and validated to current
Cyber Security standards.
• Prioritise our use case list, so we know
what we can afford to lose.
Notes
t tenants are we trying to attract,
how will this project help?
t value will it deliver to our business?
t goal(s) must the project achieve?
• Optimize space
• Ensure compliance
• Achieve a certification (e.g. LEED/
SmartScore/BREEAM/WELL2/RESET/SPIRE)
5. Management & Delivery
Who is responsible for managing the
project and ensuring it is delivered on time
and on budget? If this is the main or general
contractor, can they show you other
building programmes they’ve managed?
Who are the key stakeholders and
can “sign off”?
Does a Master Systems Integrator
or Smart Building Consultant need to
be engaged to ensure effective delivery?
Can we put sufficient processes in place
to ensure proper installation, integration &
commissioning of the technology?
Example Outputs
• Engage a consultant during the design
phase to advise on system architecture
and write the RFP Documents.
• Put in place procedures to double-check
and validate all commissioning of systems.
Notes
3. Partnerships & Resources
Which core actions will partners need to
perform (internal or external)?
How do we select the right partners?
What internal partners do we need to
involve in the project?
How will we make sure we are not
“locked-in” to one vendor ecosystem?
Do partners require access to resources,
skills or datasets to support delivery?
Do we have the skill and ability to define
our building’s use cases for all the personas
that use it? e.g. tenants, visitors, etc.
Example Outputs
• In order to select the right occupancy
analytics vendor, we need a detailed
RFP document.
• Engage a specialist to help us define our
building’s use cases and communicate
them to all stakeholders.
Notes
6. Future-P
How do we
in technolo
obsolete to
Which syste
the project
(i.e. interope
Who will be
hardware (fi
upgrading, p
Example Outp
• Ensure that
required to
• Keep site ba
the end use
outages. Pu
where poss
data, analyt
• Create inter
agreements
patches are
robust cybe
Notes

8. 4. Costs & Risk
What are the most important costs inherent
in delivering our project?
Cost Scalability. CAPEX/OPEX. Should we
defer CAPEX at least until tenants take space?
How can we mitigate risk to ensure goals
are met within the budget & deadline?
Have we adequately considered Cyber
Security and mitigated all associated risks?
Can product vendors and delivery partners
take us to existing buildings and demonstrate
their work in a live environment?
Example Outputs
• Create a detailed budget plan.
• Consider vendors who offer Pay As You
Lease models.
• Engage the vendor to deliver a proof of
concept on one floor before rolling out
to the whole building.
• Ensure vendor hardware or software have
been tested and validated to current
Cyber Security standards.
• Prioritise our use case list, so we know
what we can afford to lose.
n (e.g. LEED/
WELL2/RESET/SPIRE)
5. Management & Delivery
Who is responsible for managing the
project and ensuring it is delivered on time
and on budget? If this is the main or general
contractor, can they show you other
building programmes they’ve managed?
Who are the key stakeholders and
can “sign off”?
Does a Master Systems Integrator
or Smart Building Consultant need to
be engaged to ensure effective delivery?
Can we put sufficient processes in place
to ensure proper installation, integration &
commissioning of the technology?
Example Outputs
• Engage a consultant during the design
phase to advise on system architecture
and write the RFP Documents.
• Put in place procedures to double-check
and validate all commissioning of systems.
Notes
as
6. Future-Proofing
How do we ensure that our investment
in technology does not become
obsolete too quickly?
Which systems (legacy or future) should
the project interface or integrate with?
(i.e. interoperability).
Who will be responsible for maintaining
hardware (firmware upgrades) and/or
upgrading, patching software?
Example Outputs
• Ensure that partners are contractually
required to adhere to open data standards.
• Keep site based technology focused on
the end user and able to sustain Internet
outages. Push complexity to the cloud
where possible, for example, processing
data, analytics, etc.
• Create internal procedures and supplier
agreements so that firmware and software
patches are regularly applied to ensure
robust cybersecurity.
Notes

9. ts inherent
uld we
take space?
re goals
line?
Cyber
ed risks?
y partners
emonstrate
As You
oof of
g out
are have
ent
now
5. Management & Delivery
Who is responsible for managing the
project and ensuring it is delivered on time
and on budget? If this is the main or general
contractor, can they show you other
building programmes they’ve managed?
Who are the key stakeholders and
can “sign off”?
Does a Master Systems Integrator
or Smart Building Consultant need to
be engaged to ensure effective delivery?
Can we put sufficient processes in place
to ensure proper installation, integration &
commissioning of the technology?
Example Outputs
• Engage a consultant during the design
phase to advise on system architecture
and write the RFP Documents.
• Put in place procedures to double-check
and validate all commissioning of systems.
Notes
6. Future-Proofing
How do we ensure that our investment
in technology does not become
obsolete too quickly?
Which systems (legacy or future) should
the project interface or integrate with?
(i.e. interoperability).
Who will be responsible for maintaining
hardware (firmware upgrades) and/or
upgrading, patching software?
Example Outputs
• Ensure that partners are contractually
required to adhere to open data standards.
• Keep site based technology focused on
the end user and able to sustain Internet
outages. Push complexity to the cloud
where possible, for example, processing
data, analytics, etc.
• Create internal procedures and supplier
agreements so that firmware and software
patches are regularly applied to ensure
robust cybersecurity.
Notes

10. 7. Key
Performance
Indicators
What values or metrics will be used to measure
the success of our project?
When, and with what frequency will they
be measured, and which are the most important?
Quantitative: Specific Objective Data
Qualitative: Interpretation of feelings,
opinions or experiences.
Example Outputs
• Rental Yield Increased by X%
• Tenant satisfaction increased
by Y% (survey)
• Certification Achieved
Notes
Designed by: Memoori Research | Version 1.0.
This work is licensed under creative commons attribution - Share Alike 4.0 International license.
CC
Notes

11. QUESTIONS?

12. THANKSFORLISTENING!
DOWNLOADTHEDEVELOPERSSMARTBUILDING
PROJECTCANVASHERE
https://memoori.com/wp-content/uploads/2022/01/The_Developers_Smart_Building_Project_Canvas.pdf