Advisory Transformation Overview

TRANSFORMATION ADVISORY

Overview

Through a carefully managed and bespoke Transformation initiative, we design new global processes, introduce new CRE best practices, implement supporting technology, and work to optimally position our client’s real estate organization across internal stakeholders. Every transformation is purpose-built, specifically tailored to our client’s unique business priorities and decision-making structure.

Custom Playbook Development

Application & Design of Best Practice Templates & Procedures

Integration of Bespoke, Intuitive Collaborative Technology

Process Transformation & Automation

Our Approach

DEVELOP CUSTOM PLAYBOOK, BEST PRACTICES & PROCESS REFINEMENT

OPERATIONALIZE STEADY STATE & CONTINUOUS IMPROVEMENT

DEFINE GOALS, REVIEW BASELINE, FINALIZE APPROACH TO SOLUTIONING

• Onboard client internal and external partners, as needed, to go-forward protocols. • Develop change management resources to support ongoing communications and people management. • Validate all procedures are evergreen, assigned, documented, and tech-enabled. • Develop governance program for ongoing continuous improvement and evolution.

• Design bespoke client playbook of best practice processes and templates that align with Client’s core objectives and internal protocols • Outline roles & responsibilities for client’s external partners, and internally, through process mapping and RACI matrices. • Standup new, lightweight collaboration technology to support data-driven decisions and ease of reporting.

• Discuss core principles and strategic drivers of client’s CRE organization internally • Identify greater opportunities for transformation and improvement • Conduct stakeholder interviews • Gather Current State documentation • Outline transformation priorities, project schedule and workplan

• Finalize C&W Tiger Team participants to meet Client’s unique needs

Our standard Advisory Transformation scope typically includes 150 hours of consultative support.

Days 0 - 14

Days 14 - 60

Days 60-90+

Contact advisorytransformation@cushwake.com

ADVISORY TRANSFORMATION

TRANSFORMATION ADVISORY

Custom Playbook

Our team designs custom, web-based playbooks across the real estate lifecycle to build optimal efficiency in vendor partnerships, and for CRE organizations internally. Through process design and automation integration we will create bespoke, best practice templates and deliverables that allow teams to scale, collaborate, and elevate their organizational impact. All deliverables are stored on a custom collaboration portal for ease of access and continuous improvement.

Digital Toolkit

Our Team

We stand up custom, light-weight tech solutions within a 90-day sprint to support data-driven decision making. Leveraging industry-leading business intelligence, spatial analytics, AI and automation platforms, we infuse innovation in everything we do.

We are a cross-functional tiger team of subject matter experts uniquely staffed to meet our client’s needs. Led by Elisa Konik, head of Americas Advisory Transformation, our project team includes a diverse range of specialists within the domains of Workplace Strategy, Change Management, Business Intelligence, Organizational Design, Process Automation and Location Strategy.

Custom, Interactive Executive Dashboards

GIS/Spatial Analysis Web Apps

Web-Based Real-Time Transaction Tracking

Contact advisorytransformation@cushwake.com

ADVISORY TRANSFORMATION

TRANSFORMATION ADVISORY

Sample Deliverables

We deliver the greatest value by designing fully custom solutions that align with our client’s unique business strategy and internal objectives. Below are some solutions we may integrate:

Organizational design consulting and advisory

Interactive employee commute and portfolio distribution web app

Intuitive, custom dashboards that track against project milestones

Balanced scorecard for global site selection factors and new market strategy

Web-based portal for real-time transaction management reporting

Best practice market analysis, surveys and tour experience

Thorough lease review process and checklist to ease negotiation and execution

Change management playbooks and templates

Comprehensive plan of record for core markets or strategic assets

Contact advisorytransformation@cushwake.com

ADVISORY TRANSFORMATION

TRANSFORMATION ADVISORY

Sample Playbook

We deliver the greatest value by designing fully custom solutions that align with our client’s unique business strategy and internal objectives. A Strategy + Transactions Playbook may include:

STRATEGIC PLANNING

PROJECT INITIATION

MARKET SURVEY

• Plan of Record Template • Annual Portfolio Plan • New Market Balanced Scorecard

• Project Kickoff Template • Engagement Letter • Preferred Partner Log

• Project Brief • Market Survey Template • Stakeholder Inform Deck

TOUR | SHORT LIST

NEGOTIATION

LEGAL REVIEW

• Tour Book & Feedback Form • Tour Protocols • NDA & NDA Process

• RFP/LOI Templates • Financial Analysis Models • Due Diligence Checklist

• Lease Review Checklist • Critical Lease Terms • Stakeholder RACI (Insurance/Procurement)

TRANSACTION CLOSEOUT

LEASE & FINANCIAL MGMT

EXECUTION

• Execution DOA Process Map • Execution Technology, Workflows & Protocols (eg. DocuSign, Adobe Sign)

• Closeout Checklist • Completed Transactions Log • Stakeholder Inform Deck

• Lease administration & Financial mgmt. Protocols • Stakeholder Next Steps RACI & Checklists

BAU ACTIVITIES

GOVERNANCE • CRE Mission & Org Structure • Internal & External KPIs • Client Satisfaction Survey • QBR/ABR Template & Protocols • Variable Staffing Time Logs • Client internal stakeholder RACI & Process Maps

OTHER • Technology User Guides • Change Management Communication Plans & Schedules • Site Selection ESG Goals/Criteria • Space Programming Calculator • Workplace Guidelines

• Reporting (Purpose, Responsibility, Format & Cadence) • General templates (PPT, Style Guide, Letterhead, Timelines) • Employee Commute & Portfolio Distribution

Contact advisorytransformation@cushwake.com

ADVISORY TRANSFORMATION