Driving Smarter Maintenance Through MRI and SFG20 Integration

Marc Watkins: Hello, everyone, thank you for joining.

Marc Watkins: Thank you. Everyone for joining and welcome to today's discover our digital partner, Webinar. My name is Mark Watkins, and I'm with SFG20, and I'm joined by Paul and Carl from our partners at MRI software to talk to you about our solutions, how they integrate together, and how our partnership is developed

Marc Watkins: before we dive into today's demonstration a quick reminder. You can interact. There is the ability for you to share comments, queries, emotions, etc, through the application, so please feel free to do so. We'll also be monitoring any questions and looking to answer those at the end of the session.
Marc Watkins: The last point to know is that we have a Youtube channel. So this video, along with others, will be shared on. There you can see a library of full information about what we offer from our perspective, especially as we develop our digital partnership. And this recording, as I mentioned, will be uploaded onto there.

Marc Watkins: So without further ado, I'm gonna start with the presentation.

Marc Watkins: Firstly, just noting that we carried out a survey, some of whom on this call today would have responded to to understand the challenges faced by the facilities, management, industry, so different verticals, different people in different positions, etc.

Marc Watkins: And we carried this out last year and collated the information back. And what we found was quite shocking. You can actually download a copy of that report through our website, but effectively 70% of those respondents found that they were not fully sure of their compliance requirements.

Marc Watkins: and as a result they were not sure whether they were legally or financially liable for any failures within their maintenance regimes.

Marc Watkins: And from that we found that even less so, 43% of organizations reported that they had less than 75% confidence in their asset register. And this is a big foundational part of the conversation that will be discussed today is why, SFG20, through our facilities, IQ platform offers these maintenance regimes which are then shared into operational tools like MRI software platforms

Marc Watkins: to enable you to ensure that you're keeping compliant keeping up to date and making the best use of your asset maintenance.

Marc Watkins: And the reality is these maintenance changes throughout the year in in the Uk alone. There's been over a thousand changes to legislation from different industry bodies in the last 12 months, and that presents challenges to understanding how you keep up to date with those changes, what impact those changes might have to your operation, and also understanding how you deliver that to your customers, or you deliver within your existing facilities.

Marc Watkins: So who are we now? Ssg, 20 have been around for a number of years. We are effectively the industry standard for building maintenance specification. And we've been around for over 35 years.

Marc Watkins: We've grown and helped organizations keep their buildings safe, keep them compliant and also ensuring that they run efficiently.

Marc Watkins: We were established back in 1990 by Bisa, which is the Building Engineers Services Association in response to a need to have a standardized way of carrying out maintenance in the built environment.

Marc Watkins: And as of today, we have over a thousand maintenance schedules, each one details the task. What needs to be completed, who needs to complete it? By whom, etc.

Marc Watkins: These are all created and curated by our technical authoring team.

Marc Watkins: who look at the latest changes in legislation and reflect that across all those task lists mean that you don't need to keep up to date manually all the information is shared across there. And so when those schedules are updated, you are automatically notified. You're given side by side view to compare any changes made to those, so you can decide how or when you implement those changes to your schedules, and you can do that at a time that suits you and your business needs.

Marc Watkins: And it just means that you have your well maintained asset register. It means that you get to keep your assets for longer, and it doesn't just save you time and effort. It can also mean that you avoid any costly downtime and potential compliance. Liability costs as well.

Marc Watkins: How do you access our standard now? The only way to access the SFG20 standards and subsidiary packs to those are through our facilities. IQ. Platform, which is a hosted environment for you. This is a a platform that is available through our licensing tool and will integrate directly with the MRI solution software. But just give you an overview of what facilities. IQ, I'm gonna hand over to a video just to give you an overview of that functionality.

Marc Watkins: Sorry I realize there's no sound. Let me just readjust on our end.

Marc Watkins: I'm going to share through my screen. Apologize for pull this

Marc Watkins: this.

Marc Watkins: Thank you. Apologies for the issues we had with the video there. I hope that you found that insightful and just from our perspective. If you are looking to integrate facilities IQ. With your maintenance platform, you can approach from company like F, like MRI. They, like MRI, who already have the link in place, can share that link with you to allow you to have access to the facilities IQ. Platform to integrate those schedule information details

Marc Watkins: into the MRI solutions. But what I'm going to do now is I'm going to hand over to my esteemed colleagues, Paul and Carl, to give you an overview from an MRI perspective of what they deliver, as well as how the Api, with SFG20 works.

Karl Broom: Thank you, Mark, and yes, always difficult to be here. My name is in the FM. And energy business units at MRI, and I'm pleased to be joined by my colleague Paul. If you want to introduce yourself.

Paul Durant: Everyone. Yeah. My name is Paul Durant.

Paul Durant: I'm the product manager for evolution. MRI.

Paul Durant: Can I just check that? You can see my screen because I should be sharing. You've got the introducing MRI software slide on screen.

Paul Durant: Do any more technical? Yes, excellent.

Karl Broom: Okay.

Paul Durant: It's good. Okay? Right, Carl.

Paul Durant: I'm in control of this. Let me know when you want to advance you ready for that.

Karl Broom: Yeah, if you can skip on, I'm here to just provide a bit of a brief introduction to MRI and to evolution. And I'm going to hand over quickly to to Paul to talk about the integration which is the the main part today's session, and just to give you some some background to MRI. We're a global organization found in 1971.

Karl Broom: We're delivering prop tech solutions to 45,000 clients and a hundred 70, over 170 countries. Now that's great. But we're here to obviously talk about the FM. Industry vertical of FM.

Karl Broom: And back in 2021

Karl Broom: MRI acquired an organization called Fsi. For those of you that have not heard of. Fsi fsi were the owners of the concept range of solutions, and that was ranging from Concept 300 all the way back to concept 500 and concepts evolution.

Karl Broom: I'm hoping you can hear me. I can see that some comments around, whether I'm clear or not. So I'm not sure what's going on. Now I'll I'll continue, and please do let me know if you're struggling to hear me.

Karl Broom: The foothold in the FM. Marketplace really grew for MRI through the acquisition of Fsi.

Karl Broom: Here we were able to acquire, not just product and good people, but a prestigious client base across owner, operators and tier one and tier 2 FM. Service providers.

Karl Broom: Now.

Paul Durant: I'm just just get you to pause a little bit because the comments are coming in. I think that there might be a slight issue with your sound

Paul Durant: do you want to try?

Paul Durant: Turn off your video.

Karl Broom: I can control.

Paul Durant: It is, it is better when you're close to the camera. But I don't. You have to feel like you gotta lean right into

Karl Broom: Okay, right?

Karl Broom: Let me let me try that to see if that makes a difference.

Karl Broom: So just to introduce MRI evolution to everyone or those that you aren't aware of the application. We are an enterprise commercial off the shelf application.

Karl Broom: We believe in configuration over customization, and the reason for that is to support longevity of the application, and also as well to provide a little bit of self sufficiency for organizations to work with the product and to move it forward. You'll see around here. There are various different functional modules, and we are

Karl Broom: believers of of delivering those modules as when required and and aligning to particular client and organization requirements. And that's practically how we deliver the product to to the market.

Karl Broom: What you see on screen here is 6 key pillars. And these key pillars represent how evolution engages with various different key users end users and user personas

Karl Broom: for us, it's key that we deliver the right technology to the right people

Karl Broom: and that they are engaged with that technology.

Karl Broom: And because we want obviously users to retain use of the product and be and have the products be able to easy to use for them as well. So it's key that we're delivering the right level of application, whether that's a mobile app or self service portal for customers, and then use to be engaged with

Karl Broom: core FM functions for asset management, plan, maintenance, asset life cycle help. Desk is obviously key part of what we're delivering here. Key integration, touch point SFG20, that they obviously leads out to the mobile workforce. We need to make sure that we're providing the right digital tools for the mobile workforce to complete their work.

Karl Broom: Contractor management again, is growing

Karl Broom: requirement demand with industry to make sure that we're able to provide the right tools to digitally on board, but also as well provide the necessary compliance and ongoing governance of your supply chain.

Karl Broom: And then ultimately, we're all used to be bi tools. There are 2 levels of an operational level within evolution, but also, as well as strategic level, that we deliver via Agora insights, and we can then start to overlay our AI capabilities on that also.

Karl Broom: Now the final slide here just demonstrates where we traditionally sat with evolution in that facilities management sector. In that pillar there on the left hand side of your screen, and we have started to create a wider ecosystem for evolution. Now that allows us to connect with other applications that complement the world of them.

Karl Broom: One of those as you recognize, there is MRI energy and our capabilities here. To then start to bring in energy related data.

Karl Broom: And be able to bring together FM and energy teams for the collaboration of using technology.

Karl Broom: Is a key way in which we can then start to address some of the challenges that FM. And energy teams have within the market. Now.

Karl Broom: Natalie, as well, property management for us, being able to deliver an out of the box integration with MRI, Qpm horizon release enterprise allows us to synchronize that key property data across organizations and also as well the transactional elements around work orders, tasks, but also underpin the financial elements between FM and property.

Karl Broom: And again, that is underpinned by our platform. With that allows them to visualize that data. By moving that data up into a data lake and and laying on our AI tools to start to visualize and question that data for greater insights. So hopefully, I apologize for the the dodgy sound there. I am at this point going to hand over to Paul, who's gonna talk to you more about the integration.

Paul Durant: Yeah, I've switched my headset just in case this is a little bit better. Yeah, thanks, Carl. So my part of the presentation is just to talk you through exactly how the integration works, how we get this data into evolution and what we do with it once it comes in.

Paul Durant: But I'm gonna start with just a little bit of the history of

Paul Durant: As Carl mentioned, we, we grew up a company called Fsi, a product called Evolution, which was formerly known as concept

Paul Durant: but we've been working with SFG20 for over 20 years. It's it's it's over 25 years. We have had an integration of some kind since since those early days, but I wanted to step through the different challenges people have had with getting that valuable information that's gathered by SFG20 into FM systems using our product as an example.

Paul Durant: So we're going back to early 2 thousands. Most people were entering that information into systems, either manually typing it out longhand or they were using some kind of flat file import from Csv or text file

Paul Durant: running into the systems and obvious drawbacks. With that, there's the administration overhead. And the fact that quite often the information that SFG20 collect is is not actually flat. There's a lot of substructured data, hierarchical data within it. And that's quite hard to manage when you're coming from file sources.

Paul Durant: So in around about 2018.

Paul Durant: fsi. Now, MRI, we we developed with with SFG20. They they have an Xml import or sorry export from their system. And we took that Xml file which contains hierarchical structured data, and we pulled that data into the system. So it improved it drastically. We now had hierarchical data. We had the steps. We had the skill sets, legislation, etc.

Paul Durant: But there were still 2 major drawbacks. One was that it's still got the labor administration overhead, of exporting it from one system.

Paul Durant: putting it into another system.

Paul Durant: And there wasn't a real time integration or any kind of visible alert to tell you that standards had changed. I mean, Mark, put a slide earlier that that gave you an idea of the number of times that legislation does change continually throughout the year. And if you're only getting one or 2 exports of of a file a year, then obviously, you're you're continually falling behind those standards which leads us onto where we are now. So so today,

Paul Durant: SFG20 have launched a brand new products facilities IQ, which in itself is is a step change hopefully, you will get to watch the video that that was playing earlier and and hear the hear the commentary on it, because it really is a huge step forward in terms of how you would interact with that data. But it also comes with a brand new integration method which is a built in real time web based. Api.

Paul Durant: Well, what that allows us to do

Paul Durant: is on the FM side. We can interact with that. So as users, you would go into facilities. IQ. You would create, organize your SFG20 regimes.

Paul Durant: You would then at some point decide, okay, well, I'm ready for an FM system to subscribe to that, and you would create a share link. You would publish that data

Paul Durant: in the evolution system we have so mirrored that that hierarchical structure of regimes. So you would say, well, I'm registering. I want to subscribe to the regime that I publish in SFG20. You'd enter your share link, and then you just click a button, and once you click the button we call the facilities IQ. Api. We pull all of that data straight into the system, and we create all everything that we would need to move forward with it in the FM system.

Paul Durant: but we don't just pull the data in. We also do some things with that data, once it's in and I'll I'll step through the 3 to 5 categories of of functionality that we have in the system using the SFG20 data.

Paul Durant: the most important one is is getting the library. And so this is automatically creating the the data in the evolution system that we use to define what people should be doing when they should be doing it. How long it should take them, what the criticality is.

Paul Durant: Then we go on to create classification structures within assets. And finally, we go on to automating maintenance regime. So I'll come back to each of these in turn. But I'll just start with some some step throughs of how it's done within evolution.

Paul Durant: So we mentioned that you can create regimes within facilities. IQ. Publish them within evolution. At some point you would come in. You would register your regime, click a button, and you can see that it just pulled all of that data straight into the system

Paul Durant: it pulls in the the schedule of references. If there's any references to service timings, test steps, keywords, all of that comes through as well estimated times criticality, but also the skill sets for the people that should be doing the jobs.

Paul Durant: We also organize them into a structure that reflects how you've how you've arranged them within facilities. IQ.

Paul Durant: So if you've gone to the trouble of creating multiple regimes for the different ways that you maintain different profiles of properties, different portfolios, different service standards that you have within different, even within different areas of the building. All of that is also retained on the evolution side.

Paul Durant: Finally, if you've done any customization to the standards so you might tweak timings. You might change steps. You might create your own brand new service standards within facilities. IQ. That supplements their recommendations. All of that comes into our system as well.

Paul Durant: But what we also do, using that information that comes in. What we want, allow, what we want you eventually to do is maintain the assets. That's that's that's the whole point of this is having the confidence that the assets that you have in your system are being maintained according to those standards.

Paul Durant: So when we take that data in. We also create something in our system which we call asset classifications which you can think of as the rules, basically, the the way that you define what data should exist in your asset register.

Paul Durant: how you classify it, what system, what tag, what type, what name, what grouping it has, how those assets relate to each other.

Paul Durant: And we create all of that. We create that layer using the data that comes in from facilities IQ. And the advantage there is that you don't really have to think about how you would want to describe your assets. We create those descriptions, we create those hierarchies, and we pre map the maintenance standards to those codes based on data that comes in.

Paul Durant: If you're using Kobe as well. If you got any bin projects, then we can also map to uni, class or omni class depending on which region you're in or what standards you're using. And again, you can also choose to customize those classifications or create your own if you needed to.

Paul Durant: The advantage with classifications is just got a few on screen

Paul Durant: once you know. How you should be describing those assets, what they're called. And then you also know what codes they map to in facilities. IQ. You automate the entire creation of your plan, maintenance regimes.

Paul Durant: So I think I've probably got some screenshots that will play on the right hand side, not video. Just some step through of. I've got a new asset which I'm going to add to the system

Paul Durant: apologies. It's slightly small, but I'm going to pick an asset in my Falls View Tower Building, and I'm going to say that it has a classification of air compressor, compressed air dryers refrigeration.

Paul Durant: and that is mapped to my SFG20 core standard

Paul Durant: and because that date is coming from the system. It knows straight away, as I add the date, the asset that that should be maintained 3 monthly, 12 monthly, and and 36 monthly, 3 yearly.

Paul Durant: And those Ppms. Those plan maintenance templates are created automatically can be done as you add the asset. It could be that you want to wait for somebody to accept it, review it before it comes in, or you could do it in bulk on refreshing, as, for example, there might be a change to a regime or change to a standard.

Paul Durant: And I said, there's lots of preferences I don't think we're going to use today to go into the detail of exactly. You know how that can be fine tuned to distribute plan maintenance tasks across the course of the year, but there are lots of preferences built in that allow you to calculate a suitable 1st service date or next service date for the plan. Maintenance tasks that are generated from these regimes.

Paul Durant: And finally, one thing to show you is how this data ends up in the hands of the people doing the work. If you're still using printed job cards that all of that supported. So the the actions, as they're called within facilities. IQ. That step through what needs to be done on every task. Those will be available on printed job cards, and there's interfaces within evolution where people can mark them off to say that they've been done.

Paul Durant: But if you're using the mobile product as well, I'll step through. So I'll just open this task here. This is Eps

Paul Durant: 2025 at the top. I have actually already advanced this to the point where I've accepted it, acknowledged hazards. I've done my risk assessments. I'm on site. I'm ready to start the job. I'm just going to go to the important bit, which is to say that this asset

Paul Durant: has 21 individual steps that you should perform according to the SFG20 standard, and the engineer can just walk their way through it, and they can answer, Yes, no, yes, no, yes, no comments to any step that they need to do visually, seeing the skills that are required to do each one, and the criticality of each one finally confirm everything that they've done.

Paul Durant: Okay, that's probably take me to the end of the demonstration side. I think we've got.

Paul Durant: I didn't see anything popped up, but I believe we were gonna have some polls that we're gonna be some questions that we're gonna ask. There we go. There's 1 that's just come on screen at the moment. So yeah, there's a question that we'd like to get your feedback on, which is based on what you've seen here. Do? Have you joined this webinar because

Paul Durant: could be that you just wanted to find more more about the SFG20 facilities IQ products. Or it could be that you're specifically looking for an integration with the MRI evolution product. So yeah, we would be interested to get your thoughts on whether we need to contact you for a follow up on that side of the integration.

Karl Broom: The boats of flooding in.

Paul Durant: I can see that it's going up and down.

Marc Watkins: Just while that poll is going along. Thank you for that, Paul Carl. And again, apologies for the video issues earlier, that video has been shared with everyone, and you are able to view it through Youtube through the link that was shared. We'll leave the poll open for a little bit longer. So anyone else that wants to respond. I have noticed that there have been some questions that have been in the chat feature. You can also raise these through the Q&A platform as well. But we do have some time, so we can

Marc Watkins: look at the next poll slide, which is understanding more about MRI. So if you're wanting to respond to this particular poll as well, that'd be really useful. It just means that MRI can do some outreach to you and give you more information about how their product works, especially how it works with the facilities. IQ platform.

Paul Durant: There's a lot of questions to work through, but it's there's probably quite a few very sort of product specific ones and questions about what modules you would need within evolution that obviously, we'll we'll have access to all these questions afterwards. I'll follow up directly with people to answer some of the questions about

Paul Durant: what modules you you need. You know, what? What do you need to have licensed within evolution to

Paul Durant: to make this work?

Paul Durant: yeah, it's quite a lot to pick through. I don't know whether any have caught your eye, Mark, or call that you want to answer on this call.

Marc Watkins: One was just noting that the different levels of compliance. So the red, green, pink types of tasks they can be shared. So you can decide which ones, as part of your maintenance regimes get transferred across to MRI. It depends on how you set your maintenance regimes up. So some people only want to carry out red items, and therefore their regime will only have those tasks.

Marc Watkins: Others will have pink or will have green. Which of those are noted as being compliant, but not necessarily being compliant. But you have the option. When you create your maintenance regimes which might be different for a different building, it could be different for a different contract. You know there are many different reasons why you might want to have different maintenance regimes, and those can get transferred across into MRI.

Paul Durant: Yeah, so we we do currently support the I think it's 4 current classification levels, isn't it? The red, amber, pink, green?

Paul Durant: All of that will be reflected in. We do a couple of things. Each individual step, as we call it, within an instruction set, will tell you what its criticality is, we also do 2 things at the parent instruction set level on our side, we take the so the highest common denominator. The highest criticality is flagged as being the criticality of the instruction set.

Paul Durant: But we also have a field that retains on the you know, the single row that lists the instruction set, what criticalities are relevant to that. So yeah, kind of all levels. Really, you see, at the step level, you can see the highest criticality, the instruction set. But you can also see a concatenation of all the relevant ones, too. So

Paul Durant: yeah, everything that SFG20 holds you choose to publish that does come across the evolution.

Marc Watkins: And the last question, I think, is just the latest one that was asked. There is just whether it's possible to access the maintenance standards via the product, there is a URL link that shared as part of the Api into MRI. So if you did want to see the original schedule documentation within the facilities IQ platform. That is possible. You can do that through the mobile app that we have as well, so that allows you to see the full list of what you can see. And it can go through there.

Marc Watkins: Now. I know that we're at the end of the webinar session. Now we're at 1232. We have got additional questions that have been posed. What we'll do is we'll take those questions offline and send updates shortly, to give you updates on that but if you do want to find out more information whether you want a demonstration of the facilities IQ platform or any of the MRI tools that you've seen today. Please do feel free to reach out. We're very happy to share that with you and get those set up for you.

Marc Watkins: And with that thank you from my side. Thank you. From the SFG20 team. I'll pass over to Paul and Carl, if you wanted to to end from your side.

Karl Broom: Yeah, it's been a pleasure to come. Speak to you all today. So thank you for your time. And yeah, we look forward to

Karl Broom: keeping in touch.

Paul Durant: Thank you very much.

Marc Watkins: We'll keep. We'll keep the webinar open just in case you wanted to respond to any of the existing poll that has been posed. However, all of us will be muted, and there won't be further responses. But be, please do feel free to reach out with any additional questions while the the the webinars open, and we'll respond to those shortly.

Marc Watkins: Thank you again.