General Corporate Real Estate Staff

Common Roles

• Space Planners are high-level, forward-thinking Corporate Real Estate professionals, working to find accommodation solutions that meet the needs of both the business and the company's overall property strategy. They have a deep understanding of how the business works and the general distribution of divisions and teams across the company's portfolio.
• Data Analysts are primarily concerned with keeping data up-to-date for the purposes of reporting and analysis. They often manage a company's space validation process and update space and allocation changes within Serraview.
• Property Executives - They use Serraview to manage space utilization, plan relocations, and generate strategic insights that optimize workplace portfolios.
• General Staff - Your general staff (employees) are empowered to interact, navigate, and maximize their use of workplace resources and amenities.
• Workplace Administrators are people within the business who have their own roles and responsibilities (within that department) who are also chosen to keep the property and occupancy data up-to-date. These administrators are often the central point of contact for the Corporate Real Estate team. They can often be an Executive Assistant to the team or to the General Manager of the line of business - they do not report directly to anyone in Corporate Real Estate.
• Relocations (MAC) Managers are primarily concerned with the successful execution of moves and churn, including the collection of data and reporting.
• IT Team - Your IT team has the technical knowledge to integrate your business systems to Serraview. Our platform has integrations to make your data seamlessly transfer into your Portfolio data in Serraview. Also, the IT Team will be assigned the BOS IT User role when they are involved in a large move.
• Serraview System Administrator - This is the Super User and first point of contact for a Serraview End User such as a Space Planner, Data Analyst, Relocations Manager, etc. The Super User could be a Space Planner or a Facilities Manager, and they will have the most experience with the Serraview platform.

• Relationship Managers - They are the conduit between the Corporate Real Estate team and the business.
  • Relationship Managers may look after a business division or a specific location and can either sit with Corporate Real Estate or with the teams or locations they represent.
  • Their primary goal is to understand the needs of the business and communicate this with the Corporate Real Estate team.
  • They may work with Change Managers where relocations or projects involve major changes to the business, such as a transition to Activity Based Working or Flexible Working practices.
  • Relationship Managers generally report to the Head of Commercial Workplace or a Head of Strategy. 
  • Also known as a Client Manager or Project Manager.
• Migration Managers - They are the business contacts during relocations and churns.
  • They are responsible for gathering all of the relocation data for their team or business unit. When your Space Planner has set up a BOS Move Plan, then the Migration Manager can be assigned a BOS Role and invited to update the BOS Move Plan with the location of where your team is moving to (and/or team members are sitting in the new location).
  • Often this role is combined with the Workplace Administrator. 
  • Also known as a Move Coordinator or Move Champion.
• Business Unit Stakeholder(s) - The individual or group that understands the business and has an interest in the future needs of the business' growth.
• Facilities Manager - They are focused on the efficient and effective delivery of logistics and other support services related to corporate property.