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Rethinking the Workplace BNY Mellon Workplace Excellence Tony Lalli September 14, 2016 Solutions Architect Digital Workplace Technology

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Page 1: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Rethinking the Workplace

BNY Mellon Workplace Excellence

Tony Lalli

September 14, 2016

Solutions Architect

Digital Workplace Technology

Page 2: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Information Classification: Confidential2

Today’s Agenda

Workplace Excellence: The Vision

Learning Program Drivers From Others

Where WE Began

The Levers

The Hurdles

Our Results and our Measurement of Success

Rethinking the Workplace

Page 3: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Information Classification: Confidential3

Rethinking the Workplace

BNY Mellon is invested in innovation and that is why this 230+ year old institution continues to thrive

in an ever-changing business environment.

Page 4: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Information Classification: Confidential4

Workplace needs and employee expectations are changing

quickly and a key driver supporting BNY Mellon’s Workplace

Excellence (WE) Program is leading-edge technology.

BNY Mellon understood the need to create an online resource to

inventory and facilitate the scheduling of rooms and shared

workspaces.

The View from Above

Page 5: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Information Classification: Confidential5

BNY Mellon’s Workplace Excellence (WE) program that began in 2015 supports the transformation of its workplace into efficient, collaborative spaces and, as driven by its businesses, provides more flexibility and workplace options in the future. Technology is a key enabler of WE.

The core components of WE:

• Design of our workspaces

• Location strategy

• Flexibility within the portfolio

• Technology enablement

Workplace Excellence: The Vision

Enhancing flexibility and workplace options

Fostering collaboration and efficiency

Improving positive environmental impacts

Supporting employee retention/attracting top talent

Reducing occupancy costs

WE Play to Win in:

• Employee engagement

• Site optimization

• Profitable, responsible

growth

Page 6: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Information Classification: Confidential6

Rethinking the Workplace

Technology supports the most efficient use of collaboration spaces / shared

spaces including “hot desks”

Page 7: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Information Classification: Confidential7

Traditional Alternative Workplace Programs (AWP), including some early BNY Mellon pilots, were focused on moving workers to home based arrangements to reduce occupancy costs.

BNY Mellon spoke to suppliers and other firms further along on the AWP journey and determined the key drivers of AWP programs shifted to also include a keen focus on:

• employee retention;

• more attractive options for younger workers and attracting talent;

• employee savings from reduced commuting costs;

• lower printing demand; and

• increased consciousness about corporate carbon footprint.

Reducing occupancy and costs is still a factor but no longer the primary driver

Corporate Real Estate Industry experts expect 1 in 3 workers will be remote by 2020!

Learning Program Drivers From Others

Page 8: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Information Classification: Confidential8

Rethinking the Workplace

Collaboration space takes all forms!

Page 9: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Information Classification: Confidential9

Where WE Began

Working collaboratively from the bottom up and the top down to lock down

goals

The industry and our peers

Our employees

WORKPLACE:

Real Estate Location and Occupancy

Strategies

WORKFORCE:

HR Legal

Risk & Compliance

Communications

MARKETPLACE:

Digital Workplace and Client Experience

Attract & Retain Top Talent

Achieve Real Estate Efficiency

Executive Support

Real Estate goals Workforce goals Innovation goals

• Goals provide measureable evidence of success

• Executives ensure buy-in from the top down and provide the authority for action

• Real Estate delivers business unit location strategies and, space designs

• HR / Legal / Risk & Compliance / Communications define employee policies and frameworks, develop change management programs, and publicize our activities and achievements

• Technology delivers leading edge tools that enable us to excel in the marketplace

• Employees leverage collaboration and technology to deliver solutions for clients and represent our brand

• Industry and peers provided essential benchmarks and best-in-class insights

Page 10: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Information Classification: Confidential10

Where WE Began

Understanding working styles plays a key role in assessing employee

flexibility

LOCATION DEPENDENCE

ONE PLACE MANY PLACES

NATURE OF WORK

TASK BASED PROJECT BASED

PEOPLE DEPENDENCE

MORE DEPENDENT

ON OTHERS

LESS DEPENDENT

ON OTHERS

Home Based Work is designed

for individuals who primarily

work in one place, are mainly

task based, and are less

dependent on others.

Mobile Work is designed for

individuals who work in

many places, tend to be

project based, and are

more dependent on others.

LOCATION DEPENDENCE

ONE PLACE MANY PLACES

NATURE OF WORK

TASK BASED PROJECT BASED

PEOPLE DEPENDENCE

MORE DEPENDENT

ON OTHERS

LESS DEPENDENT

ON OTHERS

Page 11: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Information Classification: Confidential11

The WE Program Leverages Flexible and Mobile Technology Platforms

Our Mobility Services provides our workforce the apps and services needed to get workdone from any device, anytime, anywhere.

AnytimeAnywhere

Hotel

Airport

Office

Home

Events

Smart

phone

Any Device

DesktopLaptop

Tablet

WearablesAutomotive

Messaging

Any ServiceDesktop

Intranet

Collaboration

Cloud

Where WE Began

Page 12: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Information Classification: Confidential12

The Levers

Before BNY Mellon could embark on the Program and actively apply

Workspace Definitions, it was essential that we understood and planned

on how to leverage state of the art technology e.g. remote connectivity

options, workplace efficiency tools.

Enclosed room that can be made

private through closing a door

Cubicle or other open desk that is

assigned to a single employee

Area designated to a business or team with

cubicles or open desks that are not

assigned

Meeting spaces that are open or can be

reserved for small or large groups

Office or cubicle that is not assigned to an

employee but that can be reserved for use

Area or room designated for

work from employee’s home

COLLABORATIVEOFFICE ASSIGNED DESK SHARED DESK/

‘HOTELING’

NEIGHBORHOOD/

‘FREE-ADDRESSING’

HOME OFFICE

Page 13: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Information Classification: Confidential13

The Levers

Based on Working Styles, Workplace Profiles for WE employees are

maintained

ROAM

Employees spend at least half of their

time onsite at customers or other

projects.

FIXED

Employees’ work requires a fixed desk and their presence in the office every day.

FLEXIBLE

Employees have flexible roles that involve in-person

and virtual meetings and presence

between the office and other locations.

HOME

Employees are based at home at

least 3 days a week on average.

DIGITAL WORKPLACE TOOLS

Desktop

Laptop or MS Surface

Virtual Desktop (VDI)

Dual Screens

Desktop IP Phone and Headset

Soft Phone

Follow-me Printing

Webcam

BYOD (Good Technologies)

Page 14: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Information Classification: Confidential14

Strategic Workplace

Planning

8

Governance and

Controls

Implementation and

Tracking

Communications and

Change Management

Communications / Change Management includes plans by individual

business as well as ongoing global road-shows and updates to senior

management. An internal social network space houses the information

WE Project Communications Plan

v2016

Target Date Ref. # Comms. Message

Comms.

Medium

Delivered

From

Delivered

ToMonthDATE 1 WE announcement Memo-Word LOB All IMPACTED

staff

DATE 2 Manager Talking Points Word LOB Managers of

IMPACTED

staff

DATE 3 Desk Share Guidelines Word LOB All IMPACTED

staff

MonthDATE 4 WE Town Hall PowerPoint-

Hosted live

meeting

presented via

WebEx or

Adobe Connect

LOB All IMPACTED

staff

DATE 5 Training-Change

Management

PPT Global Talent &

Development

trainer

All IMPACTED

staff

MonthhDATE 6 Go-live Announcement Memo-Word LOB All IMPACTED

staff

The Levers

Page 15: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Information Classification: Confidential15

The Hurdles

c Fixed and Flexible (on-site) Roam and Home (remote)

Ben

efi

ts

• In-person decision-making

• Face-to-face employee

collaboration and engagement

• Ability for ‘hands-on’ mentoring and

training

• Inclusion in established location

cultures

• Possible real estate savings to line

of business

• Expanded talent pool

• Location and schedule flexibility can

positively affect retention and

engagement

• Business continuity solutions

• Face-to-face client engagement

• Environmental benefits related to

commuting

• Possible real estate savings to line of

business and company

Hu

rdle

s

• Location and schedule constraints

can negatively impact retention and

engagement

• Talent pool must be recruited from a

specific region or city

• Possible high real estate and salary

costs associated with larger cities

• Management of engagement and

collaboration for remote employees

and teams

• Technology and operational support

for remote employees

• Differing time zones can affect the

ability to connect

Page 16: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Information Classification: Confidential16

WORKPLACE

Real Estate location and

occupancy strategies

DIGITAL WORKPLACE

Technology experience

WORKFORCE

People, roles, relationships and skills

From To

Isolated spaces Collaborative spaces

Location constraints Location flexibility

Increased density Optimized utilization

Aggressive carbon reductions Progressive carbon investments

Employee satisfaction Multi-dimensional cultural engagement

Local talent Global teams

Regional identity Corporate brand connection

Intuitive decisions Evidence based decisions

Specialized tools Dynamic work environment

Traditional workplaces Work anytime, anywhere

Localized services Global infrastructure and support

Our Results and Measurement of Success

Page 17: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Information Classification: Confidential17

All Work and no Play…

Page 18: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Information Classification: Confidential18

Appendix

Page 19: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Information Classification: Confidential19

Rethinking the Workplace – Framework and Resources

Resources • Corporate PMO

• Real Estate CRMs

• Real Estate

Navigation Teams

• Workforce

Strategies

• HR Business

Partners

• Digital Workplace

Outcomes

Strategic

Workplace

Planning

• Assessment of

suitability and scope

• Identification

applicable

components of WE

Governance

and Controls

Implementation

and Tracking

Change

Management &

Communications

• HR Controls

• HR Operations

• Risk & Compliance

• Legal and

Regulatory

• Business Continuity

• Repeatable and

transparent risk

assessment process

• Compliance with

regulatory reporting

• Consistent

documentation and

tracking of mitigation

activities

• Digital Workplace

• Real Estate Project

Management

• Reserve Space

• Workforce Analytics

• Alignment of user

needs and space

programming

• Comprehensive

program

performance metrics

• Real Estate

communications

• Internal

Communications

• Marketing and Brand

Strategies

• Talent and Development

• Messages aligned with

corporate brand

• Transparent and

consistent

communications to

foster ease of adoption

• Improved readiness and

capabilities for all

participants

Support

tools and

programs

• Digital Pulse building

utilization statistics

• Global cost/seat

reference tool

• Risk assessment

policy and guidelines

• HR policies and

frameworks

• Reserve Space:

Integrated workspace

reservation tool

• Real Estate occupancy

relief program

• Manager talking points

• WE skills and change

management training

series

Page 20: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Information Classification: Confidential20

Workspace

Private Office

Bench Workstation with Personal

Storage

Touchdown workstation – option 1

Touchdown workstation – option 2

(quiet zone)

120 degree workstation

Focus Room

Support Space

Pantry/ Breakout Area

Lockers

Print Hub

Special Needs Room

Additional Items

Treadmill Walkstation

Sit/stand monitor Arm

Enclosed Collaborative Space

Huddle Room (3 person)

Team Room

Small Conference Room

Medium Conference Room

Small Video Teleconferencing Room

Huddle Room (6 person)

Open Collaborative Space

Impromptu Meeting Space

Large Impromptu Meeting Space

WE Program Spaces

Page 21: Rethinking the Workplace - EMS Software · 2016-09-19 · Rethinking the Workplace –Framework and Resources Resources • Corporate PMO • Real Estate CRMs • Real Estate Navigation

Rethinking the Workplace

BNY Mellon Workplace Excellence

Tony Lalli

Solutions Architect for Workplace Excellence

[email protected]