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Case study

Bank on us

How the Co-operative Bank shifted from a TFM model to take back control of their facilities management budget and operations.

At a glance

When Carillion collapsed in 2018, The Co-operative Bank were finished with the Total Facilities Management (TFM) model. The business decided to take back control of their FM, managing all their maintenance, contractors and compliance in-house within a single, powerful CAFM.

30% Increase in Contractor Engagement YOY

6,000+ Work Orders Raised

93%+ Contractor Engagement

1,000+ Compliance Services Complete

The Challenge

  • Lack of help desk automation was wasting time and money
  • Data was spread across different systems and apps
  • No visibility around SLAs, financial or contractor performance
  • Lack of management info & reporting to manage KPIs
  • No central budget oversight or control of spending
  • Compliance risk was high

The solution

In 2018, following a competitive tender the business appointed Expansive as their CAFM partner. EFM helped them move fast to organise and automate work order management. They configured new reporting dashboards to provide operational oversight and financial control.

Transformation in numbers. 3 month implementation

With a faster, streamlined work order management system, The Co-operative Bank are now in control of all their maintenance and compliance tasks. Communication between teams is seamless. Invoicing is fast and accurate. The Co-operative Bank have access to all the data they need to improve the way they work.

The Bottom Line

“Compliance is simple now. ​You can raise remedial works off the back of an original compliance work order, and there is automatic follow-through from one team member to another. There is accountability.”

Feedback from Managers

  • Kathy Richter, Compliance, Sustainability & Energy Manager: “You can say, ‘yes, we’ve done the visit’, and we can demonstrate that in Expansive.”
  • Ben Downer, Hard Services Manager: “The big goal for us was getting contractors on board, so we could monitor their activities and control our spending with them.”