Expected Outcomes
Brookfield sought a unified, enterprise-grade project and asset management system to replace disparate tools across multiple business units and geographies. The goal was to gain portfolio-wide visibility, enforce consistent processes, and integrate with existing financial and operational systems.
Objectives
- Standardize workflows across diverse business units and geographic regions.
- Integrate seamlessly with existing ERP and property management platforms.
- Support complex financial models, including multi-owner cost allocation and tenant allowance tracking.
- Provide real-time, portfolio-wide visibility for both internal stakeholders and external clients.
- Scale to manage tens of thousands of concurrent projects while meeting strict compliance and audit requirements.
Solution & Implementation
Brookfield deployed PMWEB in a multi-environment SaaS model, with separate production and development instances, to ensure secure configuration, testing, and rollout across regions.
Phased Implementation
The program followed a phased, agile configuration approach:
- Phase 1: Core cost management, scheduling, and document control functions.
- Phase 2: Capital planning, procurement, online bidding, and forecasting.
- Phase 3: Advanced integrations, asset management, and portfolio-level reporting.
Rollouts were staggered by region and business unit to minimize disruption and ensure full adoption.
Configured to Brookfield’s Model
- Custom Workflows: Automated entitlement phase approvals, multi-owner cost allocation, and capital tracker reporting.
- Tenant Allowance Tracking: Built-in approval and disbursement workflows tied to lease agreements.
- Visual Workflow Engine: Ensured compliance with Brookfield’s standardized governance model.
- Document & Form Builder: Allowed each division to configure tailored forms without breaking enterprise consistency.
Systems Integration
PMWEB integrated with Oracle, SAP, Microsoft Dynamics AX, Yardi, and DocuSign, ensuring that project data, financial transactions, and executed contracts flowed seamlessly between systems. Document repositories in SharePoint and Egnyte were linked directly to PMWEB project records.
Implementation Highlights
- Multiple phased rollouts across North America, coordinated under a global framework agreement.
- Use of agile configuration sprints with Super User pilots.
- Training programs tailored to project managers, finance teams, and external partners.
Enterprise Adoption & Scale
- 1,200+ active users across multiple geographies.
- 30,000+ projects managed annually through PMWEB.
- Standardized workflows and data structures used across business units.
Operational Impact
- Real-Time Financial Accuracy: Forecasts tied directly to project schedules update instantly when timelines or budgets change.
- Increased Efficiency: Automated approvals and elimination of duplicate data entry reduced administrative overhead.
- Improved Transparency: Both internal and client stakeholders can access consistent, audit-ready reports.
Strategic Advantage
Brookfield can now monitor its entire capital program portfolio, from high-level KPIs to detailed transaction records, within a single source of truth. The platform’s flexibility allows divisions to adapt workflows to their unique operational needs while still adhering to a global standard.
Key Takeaways for Enterprise Asset Managers
- Start with Governance: Define consistent workflows and approval structures before configuring the system.
- Plan for Integrations Early: Identify all ERP, property management, and document systems in scope before rollout.
- Adopt a Phased Approach: Deliver high-value functions first, then expand into advanced modules and integrations.
- Train Super Users: Empower early adopters to lead training and support within their business units.