Plan Summary
for Integrating National Project Management
and Commercial Real Estate Services
MARKET OVERVIEW
Colliers, Cushman & Wakefield,
CBRE and Jones Lang LaSalle
Have all leveraged their
project management
services to win and
maintain exclusive
relationships
with clients nationally
THE COMPETITION
MARKET OVERVIEW
FaciliNet will Assist Lee & Associates
to Compete Nationally
By adding FaciliNet as its National Project Management
Service Provider, Lee & Associates can compete with
national firms offering project management services.
THE FUTURE
OPPORTUNITY
Partnering with FaciliNet
• Lee & Associates Can Offer Clients Experienced,
Quality-Level Facility Services with
NO OVERHEAD COSTS
• Lee & Associates Can Match or Exceed
National Competition’s Services on a Local,
Regional or National Level
OPPORTUNITY
Success and Growth
• FaciliNet has Provided Successful
Tenant Improvement, Project
Management , Move Management
and IT Management Services
Nationwide.
• FaciliNet’s Primary Growth Model
has been Fueled by Expanding
Services within Client Facilities
Portfolios, Stressing Additional
Services at Each Opportunity
OPPORTUNITY
FaciliNet
(Potential DBA Lee Project Services Group)
• 85% of All Buildings/Offices Sold or
Leased Include a “Facility Services”
Opportunity
• With FaciliNet, Lee can Offer “Best
of Class” Support in Pre and Post
Sale/Lease Ancillary Services
(Assessments, Construction
Budgets, Move Management, Etc.)
OPPORTUNITY
Partnering Goal
To Leverage the Strengths of Both
Lee & Associates and FaciliNet to
Create One of the Strongest National Real Estate
Service Providers in the United States.
THE FUTURE
PROJECT SERVICES GROUP
Lee Project Services Group (LPSG)
FaciliNet Services, Inc.
• Add a DBA Lee Project Services Group to
Coincide with Lee & Associates National Branding
• Managed Client Budgets of Over $46 Mil in 2011
• Willing to Joint Venture to Obtain Exclusive
Representation Business
• Currently Completing Projects in 4 States; Florida,
New Jersey, Pennsylvania and Michigan
• FaciliNet is Housed in Lee & Associates of Michigan
Office Owned by Jon Savoy
PROJECT SERVICES GROUP
Victoria, BC
FaciliNet Project Map
Minneapolis
New York City
SE MI
Denver
Chicago
Cleveland
Santa Monica
Los Angeles
Lubbock
Philadelphia
Atlanta
Birmingham
Tallahassee
Princeton
LPSG CORE SERVICES
LPSG Core Service Offerings
• Service Offerings Built Around
Real Estate Market
• Already Partnering
Successfully in Michigan
Market
• Services Include:
Owner/Tenant Representation,
Project Management,
Move Management
LAUNCH & TRAINING
First Steps:
• Broadcast of LPSG and Services to Various
Lee & Associates Offices
• Public Relations Announcements
• Launch Training Initiative to Lee Offices
LAUNCH & TRAINING
Multi-Touch Approach
• For Efficiency, LPSG Will Utilize Common
Technology for Launch and Training of Service
Offerings Nationwide
• Methods to Consider:
Lee & Associates New Website and Lee Insider
Focused Webinars, Online Video Case Studies
Standard Electronic Presentations
Monthly E-mail Blast Case Studies and Service Updates
Site Visits to Certain Offices
E-mail and Phone Communication
LAUNCH & TRAINING
Existing Lee Venues
• LPSG Will Share Information at Lee President’s
Meetings and at the Annual Lee & Associates Summit
Lee Website and Insider
• Provide an LPSG Section on the new website with contact
requests forwarded to LPSG in a timely manner
LAUNCH & TRAINING
Development of Services and Qualifying Content
• Developing the “Why” a Client Requires Our Services and
How to “Qualify” the Opportunity is Essential
Webinar Training
• For Efficiency, LPSG Will Utilize
Webinar Virtual Training Technology
for Lee & Associates Offices
LAUNCH & TRAINING
Video Case Studies
• LPSG to Provide Video Case Studies for
Each Key Service Offering for Inclusion
in the Lee Insider
Monthly Updates and Case Studies
• Monthly E-Mail to Each Sales Agent Outlining Updates
to New Service Offerings, Content Enhancements or
Project Case Studies
LAUNCH & TRAINING
Schedule
PROJECT FULFILLMENT
Exceeding Expectations
• FaciliNet has Completed 250+ Successful
Projects Since 2005
• LPSG will not allow for a project to be
considered anything but a success!
SALES SUPPORT
• Bob Nagle or Gordon Sommerville
Will Provide Executive Oversight
to Each Project
• An Experienced Project Manager
will be Assigned at Project Start
• General Expected Process in
Identifying and Closing a Lee
Client Opportunity:
1. Lee Client Needs LPSG Services
2. Lee Qualifies Opportunity
3. LPSG Provides Statement
of Work or Proposal
4. Coordination of Lead Contact
CENTRALIZED FULFILLMENT
• LPSG’s Centralized Location
Allows Clients to Obtain
Full Benefits of Services
without On-Site Commitment
• Minimal Travel is Required to
Effectively and Efficiently
Manage Projects
• LPSG Will Maintain
Communication with Lee
Agent throughout Project
ON-SITE PROJECT STAFFING
• On-Site Project Staffing is
Rarely Required
• Will be Provided at Client
Site or Lee Office as Needed
for Projects Requiring Full
Time On-Site Support
SALES & REVENUE FORECASTS
• LPSG Conservatively Projects Sales Forecasts for
First Year – 26 Projected in Total
• More Important that Sales Agents Understand
Services and Value Added to Clients
• Conservatively, LPSG Expects ~5-10% of Agents
to Include Services in Initial Client Offering
• Number Expected to Grow Significantly Each Year
CASE STUDIES
Community Choice Credit Union
• Consolidation of Various Facilities Into
New 42,000 SF Building.
• Managed Full Interior Build-Out in a
Phased Construction Schedule
• Participated in Interviews and Design
Reviews to Determine Space
Allocation and Furniture Placement
• Lead Weekly Cross-Functional Team Meetings to Ensure All Groups
Were on Task and Maintaining Project Timing
• Brought Project in Under Budget and Maintained Zero Downtime
Project Goal
CASE STUDIES
Jackson National Life Insurance
• Relocation of Over 700 Staff and
Assets to New 280,000 SF Facility
• Planned and Executed Two Phase
Move, Exceeding Clients
Expectations
• Achieved Zero Downtime Project
• Maintained Strong Positive Communication Across Each Division
of Jackson During Project
• Lowered Overall Costs by Consolidating Phases
CASE STUDIES
Henry Ford OptimEyes
• Renovation of 25,000 SF Facility
• Merged Three Locations into One
Super Vision Center
• Developed Strong Relationships
with Integral Personnel
• Performed Weekly Cross-Functional Team Meetings for Consistent
Communication and Timely Decision Making
• Maintained Aggressive Construction Timeline, Ensuring Every Party
Completed Tasks Prior to Due Dates
• Developed detailed Move Sequence to Guarantee Organization and
Timeliness of Move Vendor, Allowing OptimEyes Staff Time for
Unpacking and Space Setup Prior to Grand Opening
CASE STUDIES
NSF International
• Addition of 50,000 SF Lab Space to
World Headquarters
• Relocation of Existing Chemistry,
Engineering, Micro Labs and
Warehouse into New Facility
• Incorporated Union & Non-Union
Functions in Move RFP for Cost Savings
• Built Consensus Based on Lab Demands Throughout Project
• Met Weekly with Lab to Incorporate New Client Business Demands
and Facilitate Relocation with Different Testing Schedules
• Interpreted Cross Functional Lab Demands into One Seamless Plan
Integrated National Project Management
and Commercial Real Estate Services