CBRE uses standard project management methodology to consistently deliver relocation services across different organizations. They manage over 300,000 moves annually. Their proven process focuses on end-user communications and aims for minimal costs, downtime, risk, and stress while providing a positive staff experience. The process involves various steps from project kickoff through post-move evaluation. Client testimonials praise CBRE's seamless execution of complex moves and high levels of end-user satisfaction.
Top 50 Resources, Blogs, and Tools for Chief Operating Officers (COOs)ClickSoftware
As second in command, COOs act as a bridge between the CEO and the rest of the company. COOs have countless responsibility, and all it takes is a simple search for a job description of a COO to see that their skills and capabilities need to be nearly endless for them to be successful in their C-level role.
Top 50 Resources, Blogs, and Tools for Chief Operating Officers (COOs)ClickSoftware
As second in command, COOs act as a bridge between the CEO and the rest of the company. COOs have countless responsibility, and all it takes is a simple search for a job description of a COO to see that their skills and capabilities need to be nearly endless for them to be successful in their C-level role.
Our flexibility helps us, and our clients, be on the cutting edge. We understand that business requires change and working with an outsourcing vendor is a paradigm change for many organizations. We therefore work with our clients to make changes as seamless as possible.
How to run effective client onboarding and KYC processesLeigh Hill
Increasing cost, complexity and regulatory change continue to challenge firms implementing client onboarding and Know Your Customer (KYC) systems. With an effective strategy and a clearly defined pathway, it’s possible to gain a valuable competitive advantage whilst meeting those all-important compliance requirements. But how to get there?
With a myriad of different options out there and a clamour of information attempting to be heard, the practical implementation of a coherent client onboarding strategy can be challenging – especially in today’s environment, where both banks and their clients are attempting to acclimatise to a whole new way of working.
Data is a crucial cog in this wheel – and for many financial institutions, this can throw up a seemingly insurmountable barrier, with much in-house data still siloed, frequently uncategorised, and often disorganised. Learning how to source, cleanse and effectively govern operational and onboarding data is a vital step in the KYC process, and one that requires a holistic data strategy in order to implement.
This webinar explores how to most effectively streamline and improve your client onboarding and KYC processes in order to meet today’s complex regulatory requirements and leverage increasingly pressing commercial imperatives. Join us to:
-Evaluate the obstacles to effective onboarding and learn how to address them
-Explore the latest developments in onboarding innovation and automation
-Discover the benefits and cost savings available through streamlined KYC processes
-Investigate the best ways of aggregating and effectively managing your onboarding and operational data
-Identify best practice and create a path forward.
MPM Consulting manages design, construction and facility management services for many of the nation’s largest companies — incorporating local resources and knowledge on a national scale. Our all-inclusive approach provides clients with a single point of contact throughout each delivery to ensure optimal communication and reporting is maintained, regardless of size or complexity.
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Collaborating in Context - NexJ SystemsSymphony.com
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Our flexibility helps us, and our clients, be on the cutting edge. We understand that business requires change and working with an outsourcing vendor is a paradigm change for many organizations. We therefore work with our clients to make changes as seamless as possible.
How to run effective client onboarding and KYC processesLeigh Hill
Increasing cost, complexity and regulatory change continue to challenge firms implementing client onboarding and Know Your Customer (KYC) systems. With an effective strategy and a clearly defined pathway, it’s possible to gain a valuable competitive advantage whilst meeting those all-important compliance requirements. But how to get there?
With a myriad of different options out there and a clamour of information attempting to be heard, the practical implementation of a coherent client onboarding strategy can be challenging – especially in today’s environment, where both banks and their clients are attempting to acclimatise to a whole new way of working.
Data is a crucial cog in this wheel – and for many financial institutions, this can throw up a seemingly insurmountable barrier, with much in-house data still siloed, frequently uncategorised, and often disorganised. Learning how to source, cleanse and effectively govern operational and onboarding data is a vital step in the KYC process, and one that requires a holistic data strategy in order to implement.
This webinar explores how to most effectively streamline and improve your client onboarding and KYC processes in order to meet today’s complex regulatory requirements and leverage increasingly pressing commercial imperatives. Join us to:
-Evaluate the obstacles to effective onboarding and learn how to address them
-Explore the latest developments in onboarding innovation and automation
-Discover the benefits and cost savings available through streamlined KYC processes
-Investigate the best ways of aggregating and effectively managing your onboarding and operational data
-Identify best practice and create a path forward.
MPM Consulting manages design, construction and facility management services for many of the nation’s largest companies — incorporating local resources and knowledge on a national scale. Our all-inclusive approach provides clients with a single point of contact throughout each delivery to ensure optimal communication and reporting is maintained, regardless of size or complexity.
Revolutionize How You Sell Through ConversationsApttus
Conversational interfaces are changing how users interact with Quote-to-Cash applications. According to Gartner, these interfaces will become a design imperative for business applications in the next 12 months. In this session, learn how the use of conversation through virtual assistants will open new opportunities to dramatically increase user adoption and productivity, and shorten process cycle times.
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Learn how leading global financial services firms integrate Symphony's communications platform with enterprise customer relationship management (CRM) tools to keep collaboration centered around customers, accounts, and deals.
2. CBRE BTMM I 2
PROVEN PROCESS
CBRE uses standard Project Management Institute (PMI) methodology – the
U.S. standard for the project management profession – to maximize project
control and minimize project error. This system of practices, techniques,
procedures and rules allows us to deliver our services in a consistent manner
across a variety of organizations regardless of their core business
CBRE MANAGES OVER 300,000 MOVES ANNUALLY
BENEFITS: Minimized Relocation Costs | Downtime
Avoidance | Reduced Risk & Stress | Positive, Consistent
Staff Experience
Project Kick-off
Meeting and
Information Review
Service Line
Meetings
Department
Operations
Questionnaire
Relocation Charter
Project Team
Development
Relocation Budget
Relocation Schedule
Project Meetings
Move/Change
Management
Communications
Technology
Management
Move Coordinator
Program
Clean-up
Campaign
Move Database
Data Management
Process
Physical Move RFP
Move Labels,
Signage and
Drawings
Physical Move
Preparation
Move Logistics
Plan
Move Supervision
Cost Control and
Budget
Management
Quality Assurance
Performance
Measurements
Post-Move
Command Center
Post-Move Survey
Vendor Invoice
Reconciliation
Information Transfer
Internal Close-out
3. CBRE BTMM I 3
WHY INTRODUCE
BTMM?
Completes end-to-end service for
your customer from Transaction through Occupancy
• Proven process which with an end user communications focused delivery model –
everyone is impacted by the move
• Each staff member relocating is immediately back to work – 90%+ end user
satisfaction
Risk reduction for customers considering a relocation
• ‘An International Facilities Management Association (IFMA) study found that 2/3 of
those assigned to manage an office relocation were either fired, quit or demoted
after the move.’
Hard cost savings & validation of relocation budget/vendors for your customers
Protect your client’s asset with a strong set of suppliers along with a proven a
delivery method
7. CBRE BTMM I 7
WHAT OUR CLIENTS
ARE SAYING
“I think the employee survey
results and comments speak
the loudest. I’ve never been
involved with a move that
achieved over 98% highly
satisfied results. I heard only
praises for your team during
the entire process starting
with the first move in
November to the last in
February - again, an unheard
of accomplishment.”
Bob O’Brien, GMAC Global
Facilities Mgt.
“I have nothing but the highest
praise for Eric Stang and the
work he did. It was a difficult,
complex move. We were a
difficult, anxious and hard to
please group of attorneys and
staff. Our attorneys and staff
could not have been more
pleased with the move.”
J. David Evans, Executive
Director, Bass, Berry & Sims,
PLC
“Excellent job! Monday was
one of the worst days in stock
market history and proved to
be a very challenging day for
our staff. The move could
have posed serious issues,
but the execution was perfect
and it was seamless to our
staff and customers.”
Barbara Hampton, The
Hartford
“The project was completed
with customer satisfaction
scores averaging 96%. The
outcome exceeded all of our
expectations and was the
result of expert planning and a
professional communications
strategy. We highly
recommend this team and will
utilize their services in the
future.”
Lynn Veilleux, Aetna Real
Estate
“Healthways began a journey
into a whole new work
environment. The team from
CBRE move management
was selected to implement
this very important mission for
Healthways and they
exceeded our expectations.
CBRE move management
was truly the key partner in
accomplishing this successful
transition.”
Dennis Jackson,
Former Vice President -
Sourcing and Real Estate,
Healthways World
Headquarters
“At the close of the roughly ten
month long project, the CBRE
Team and BayCare had not only
executed what was close to a
flawless relocation process, but
did so on-time and on-budget. It
was truly a pleasure working with
Bill, Eric and Katy throughout the
entire project and I would not
hesitate to recommend CBRE to
others in the industry seeking
similar such corporate services
support.”
Terry McLaughlin, Regional
Director – Real Estate &
Development, BayCare Health
System
8. CBRE BTMM I 8
Value …..
Proven Processes and Playbook Approach Identifying Potential Pitfalls
Removing Angst from the Real Estate, Facilities and Project Team
Augmenting Internal Resources – You have an Organization to Run!
Experienced Team Members Utilizing Best Practices and Lessons
Learned
Significant Cost Effective Solutions Including Nationally Negotiated Rates
for Relocation Service Providers
Personable, Professional and Experienced Staff to Blend with your Team
Driving a Single Point of Accountability for the Move
Minimize Risks – Day One Operational with Minimal Downtime
QUESTIONS &
ANSWERS
Relocations are always challenging and moving a fully
operational business can present a unique set of requirements.
CBRE’s Business Transition & Move Management Team will work with you
to put together a plan that will ensure a seamless transition.
9. CBRE BTMM I 9
20+ YEARS OF EXPERIENCE
All marks displayed on this document are the property of their respective owners
10. Amy L Huber
Business Transition & Move Management Services
312.718.5153
amy.huber@cbre.com
Let us help you make the move with ease.
Business Transition & Move Management Services is a group dedicated to
helping organizations plan
and execute multi-phased and complex relocations.
CONTACT: