Facility Management and Operations

Advisory Services
Uptime Institutes Facility Management and Operations (FMO) methodology helps data centers develop,
implement, and sustain operating strategies and practices that ensure maximum uptime, optimize
performance, and reduce risk and cost. The proprietary FMO methodology is based on the
Uptime Institute Tier Standard: Operational Sustainability, our failure analysis research and knowledge
base, and insights gleaned from decades of field experience working with hundreds of data center
organizations around the globe.

FMO Advisory Services Workshops

FMO Advisory Services workshops provide a
collaborative and programmatic approach that will
prepare a data center for effective and efficient
operations on Day 1 (Go Live). The FMO Advisory
Services integrated approach ensures that the
facilities management program is executed in parallel
with the design and build of a new facility, rather
than after turnover. Alternately, Uptime Institute can
assist organizations on a customized basis at any
stage of the data center life cycle. These services
are adaptable to an organizations specific needs or
challenges for a single project or an entire portfolio.
FMO Advisory Services are delivered by Uptime
Institute Professional Services Principals and Senior
Consultants with deep expertise and decades of
experience in data center operations and facility
management. Consultants will provide guidance to
accelerate decision making and lay the foundation
for subsequent key steps in the development of an
effective facility management and operations program.
Workshop participants will be trained to apply best
practice tools and processes to achieve and sustain
operating excellence and meet client uptime and
business objectives.

FMO Advisory Services can:
Accelerate building a new operations program
Prepare new facilities for effective and efficient
operations on Day 1
The FMO program incorporates five modules that can
be implemented in sequence concurrent with each
step in the design and construction of a new data
center facility, or individual modules can be applied to
your current organizational phase.

Improve an existing operations program

Provide unbiased third-party reviews and

recommendations based on industry standards

Ensure industry standards are the benchmark for

continuous monitoring and refinement

Establish and sustain multi-site/multi-provider

operations consistency

Optimize facility operations to meet organizational

uptime and business objectives

Ensure that the capital investment made in a

data center will produce the most efficient returns
possible
Five Modules of the FMO Program
Service - Timeline Topics Deliverables

Strategy & Data center strategy Concept of Operations and Concept of

Organization Workshop Measures of success, service requirements, key Maintenance Summary & Description
performance indicators (KPIs) Organization Chart
Concept of operations Roles & Responsibilities Matrix
Suggested timing: Concept of maintenance Executive Summary
3 days on site Vendor requirements
5 days off site Organizational alignment
Roles & responsibilities
Organization charts (Operations, Facilities, IT, Security)

Design Review
Suggested timing:
5 days off site
Planning Workshop
Suggested timing:
4 days on site Operations standards consistent with site mission,
5 days off site
Support and specialty space Building Characteristics & Maintainability
Security, access, and setbacks (BCM) Analysis
Flexibility for incremental capacity increases Executive Summary
Ease of maintenance
Staffing levels and shift strategy Staffing Plan Required Head-Count Matrix
Staff qualifications and capabilities Required Staffing Qualifications
Vendor/contractor SLAs and support contracts Equipment Maintenance Plan Tasks and
Equipment maintenance plans Frequencies Examples
MMS Procurement Policy Analysis
reliability and availability requirements, and industry Asset Life-cycle Policy Analysis
best practices Vendor Contract and SLA Analysis
MMS and other key operating systems Executive Summary
Asset life-cycle analysis program

Program Development Operations procedures (SOPs, MOPs, and EOPs) Sample SOPs, EOPs, and MOPs based on
Workshop Systems and processes (MMS, key operating systems, site infrastructure
document repository) MMS Procurement Policy Analysis
Training program Required Staff Training
Suggested timing: Shift and daily inspection protocols Formal Qualification Program Policy Analysis
3 days on site Weekly/monthly walk-through equipment checklists Sample Inventory of Critical Spare Parts
5 days off site Monitoring and controls systems reports based on site infrastructure
Escalation policies and protocols including contact Housekeeping Policy Analysis
lists (addressing increasing levels of severity including Change Management Policy Analysis
alerts, events, and incidents) Predictive Maintenance Policy Analysis
Critical spare parts and consumables inventory
Housekeeping policy and Critical Environment work
rules
Critical Environment work approval and change
management processes, procedures, and forms
(normal, expedited, and emergency)
Risk windows and allowable activities
Predictive maintenance program

Readiness Assessment
Workshop
Suggested timing:
3 days on site
5 days off site
Staffing and Organization Executive Summary with observed best
Staffing, Qualifications, and Organization practices and areas of risk
Maintenance Scorecard of key management aspects
Preventive Maintenance Program Detailed findings and recommendations to
Housekeeping limit human error and improve site uptime
MMS Letter of recognition of the clients readiness
Vendor Support valid for 1 year after which time the client
Life-Cycle Planning and/or its operating company pursues Tier
Training Certified Operational Sustainability or M&O
Staff and Vendors Stamp of Approval within the next year
Planning, Coordination, and Management
Financial Process
Capacity Management
Operating Conditions
Operating Set Points

Uptime Institute is part of The 451 Group, a leading technology

Questions? industry analyst and data company. Uptime Institute has office locations
Please contact your regional representative: in the U.S., Costa Rica, Brazil, U.K., Spain, U.A.E., Russia,
Taiwan, Singapore, and Malaysia.
http://uptimeinstitute.com/contact-us
or email us at: info@uptimeinstitute.com. Visit www.uptimeinstitute.com for more information.

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