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Real Estate and Facilities Management for SAP

Planon is a cloud-based integrated solution for real estate and facilities management, which is available as an SAP Solution Extension.

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Optimise your buildings and facilities performance

Combine your ERP with Planon’s Integrated Workplace Management Solution (IWMS), to collect real estate data, handle property finances, and manage sustainable buildings.

Integrate seamlessly with SAP® Contract and Lease Management
Process and report real estate transactions in SAP® Finance
Optimise the energy consumption of buildings
Utilise IoT sensor data to enhance occupant experience
Take proactive building maintenance measures

Want to know more about how you can improve your real estate investment?
Check out this video to discover the possibilities or view all resources.

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Why choose Planon?

Combine ERP processes with real estate best practices with Planon and SAP. Avoid costly IT implementation and maintenance.

Benefit from integrated real estate and facility management with ERP/Finance solutions. Gain broader insights and make better decisions for portfolio performance.

Easily connect assets, devices, and information sources for data capture and monitoring. Reduce carbon footprint with data-driven insights. Report in compliance with standards.

Utilise enterprise-ready solutions to manage services, workspaces, and technology anywhere. Adapt to hybrid work models and enhance employee experience.

Conduct first-rate real estate and workplace operations while enhancing user experience. Increase efficiency, reduce costs, and lower energy consumption and CO2 emissions.

Features

Portfolio Management

Manage the performance and cost of all your buildings. Provide real estate and finance teams with easy access to data for every location.

Rentable Unit Management

Yield the highest possible returns from your portfolio by leasing out under-utilised space and ensure optimal use of available real estate.

Workplace Management

Support any type of hybrid working policy with room, desk and amenities booking. Offer services to building users via a mobile workplace app, kiosks, and room booking panels.

Space Visualisation

Visualise spaces with CAD floorplans, synchronised between Planon and AutoCAD. Ensure up-to-date and accurate asset data with Building Information Models (BIM).

Building and Asset Maintenance

Screenshot of Planon Reactive Work Orders

Manage planned and preventive maintenance to keep facilities and essential equipment in peak operating condition and extend the life cycle of your assets.

Field Service Management

Screenshot of Planon Mobile Field Services

Empower your maintenance and service technicians with mobile apps. View their locations on a map, send job requests, and track progress.

Energy Consumption Monitoring

Screenshot of Planon Energy Data Capture

Use embedded IoT capabilities to automatically collect meter readings. Analyse the energy consumption of your buildings to identify potential cost savings and report on CO2 emissions.

Solution types: Extensions and add-ons
Works with SAP S/4HANA
Certification: SAP Solution Extension
Category: ERP and Finance
Industries: Real Estate and Facility Management

Cloud solution: This product is designed to be delivered over a network as a cloud service
Software as-a-service solution: This product is delivered online as a subscription service.
Integrated with SAP cloud solutions: This product integrates with SAP cloud solutions using standard SAP-supplied interfaces and APIs.
User assistance provided: Assistance is provided to enable all target users to setup and use the solution.
Deployed at scale on device: This product is designed to be downloaded and deployed at scale on devices (e.g. mobile applications, intelligent agents, etc.)

Service Levels >99.5%: This product achieves operational performance levels of 99.5% or higher.
Meets recommended support levels: This product meets SAP Store-recommended standards for support levels and turnarounds.
Auditable logging and tracing: This product offers auditable logging and tracing capabilities to aid in debugging and troubleshooting.
Meets SAP Store recommended service levels: This product meets SAP Store-recommended service levels.
High availability and disaster recovery: This product has been designed to ensure minimal service interruption and quick restoration of service in the event of a disruption.
Meets recommended data lifecycle management standards: This product meets SAP Store-recommended standards for data lifecycle management and data destruction.
Multi-tenant solution with full isolation and encryption: This product fits the multi-tenant solution of SAP (isolation and encryption are guaranteed).

Encrypted communication channels: This product employs encryption to secure all communication channels.
Secured with configurable authentification policies: This product has been designed for enhanced security by offering configurable authentication policies where the customer is in full control of access to the product.
Continuous independent security monitoring: This product is monitored continuously with the use of third-party risk management software.
Monthly releases with security patches: This product releases a new release monthly with relevant security patches and new functionality.
Vulnerability testing and penetration testing: This product is tested on vulnerabilities on a weekly basis and an annual penetration test is conducted by a third party testing company.
Secure software development life cycle (SDLC): This product was developed following secure software development life cycle principles.

ISO 27001 (Information Security Management): The control and processes associated with the product comply with information security management standards specified by ISO 27001.
ISAE 3402 type II (Assurance Report): The controls associated with the product meet the International Standard on Assurance Engagements(ISAE) 3402 to report on the controls that are relevant to internal control over financial accountability processes.
SOC 2 type II (Assurance Report): The controls associated with the product meets the International Standard on Assurance Engagements(ISAE) 3000 to provide insight into the quality of the IT services provided.
Functional correctness: This product has been tested for functional correctness using real-life business scenarios of customers.

Internationalised for global customers: This product has been internationalised to meet the needs of globally operating customers (e.g. the use of Unicode).
Translated user interfaces and documentation: User interfaces and documentation for this product have been translated into multiple languages. Please consult product documentation or contact the publisher for more details.

Leverage the benefits of Planon and SAP

for IT, Finance, and Real Estate Professionals

Unrivalled breadth and depth of capabilities for CRE and FM

If you’re a real estate or facilities management professional, you can align your real estate portfolio with business objectives by using technology that gives you a consolidated view of your properties. You also can plan strategically for future needs using management tools that keep you in control of leases, projects, transactions, and finances. With a focus on your buildings and equipment, you can ensure that your buildings fully support a safe, healthy, and productive environment. This is the way to improve the experience for workplace users and tenants.

Automatically include real estate finances in company accounts

If you’re a finance professional, SAP S/4HANA Finance comprehensively supports all your business processes: financial planning, invoice to pay, invoice to cash, record to report, and treasury management. It supports reporting in multiple currencies based on IFRS and local GAAP accounting standards. Planon’s unique integration with SAP Contract and Lease Management (part of SAP S/4HANA Finance) ensures that lease-in and lease-out contracts, and transactions associated with your buildings are automatically included in your company accounts and financial reports.

Build a future-ready IT landscape

If you’re an IT professional Planon helps you reduce the number of separate applications and software vendors you need to support your finance, real estate, property, and facilities management departments. And, as Planon is the only organically developed and established Integrated Workplace Management Solution (IWMS) with open platform technology you can continue to deliver the best experience in a continuously changing environment.

Additional resources

Ready to make decisions on your real estate and core financial data integration? Whether you're already using SAP or are considering your options for the first time, find answers to your key questions and actionable insights in the sources below.

IDC study: Why ERP falls short in real estate and facilities management
Americas’ SAP Users’ Group (ASUG) E-book: Connecting Real Estate, People, and Processes with SAP and Planon
E-book: The IT Leader’s guide to streamlining real estate & facilities operations
E-book: Gain full visibility of your buildings with ERP and real estate management
Glossary: Combining real estate and facility management with ERP
Client Case: DNNO enhances building efficiency with Planon and SAP
Demo: Request a personalised demo for Planon for SAP

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Planon includes:

Planon is a subscription-based Software as a Service. It offers four separately licensed domains. This means you can start small and get the basics in place or immediately use the full breadth of its capabilities.