July 2021 |
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Platform Wars A Software Platform provides the glue for all the digital building data to be aggregated, normalized, redistributed, and secured, all while providing real-time control for mechanical and electrical systems. |
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In a galaxy not
so far away, exists a market on the verge of eminent change into a domain where
only the tech-savvy succeed by mastering the key element in winning the
building owner’s choice. What key element? The BAS software PLATFORM. YES,
Platform, not the GUI, not the super cool graphics, NO!
A Software
Platform provides the glue for all the digital building data to be aggregated,
normalized, redistributed, and secured, all while providing real-time control
for mechanical and electrical systems. In the old days that meant the BAS graphics.
But, with systems integration, open API’s and the Internet, holy crap! It's a
new day when it comes to BAS software capabilities!
Episode 1: The
Good Old Days | In the early days of the Platform
Wars, independent BAS systems integrators and innovators learned how to
leverage new software capabilities at an incredible rate, developing some of
the most extensive BAS software services ever seen on Earth. Paul Oswald is one
of my great mentors in this arena and was one of those individuals. More than
15 years ago, him, Brian Oswald and the team at ESI internally developed and
introduced a SaaS model for big buildings that included an analytic engine that
could detect failures, inefficiencies, PM work and even the cost payback for
completed work. And what was so cool is it worked! Their customers are still
happy and they’ve been incredibly busy ever since. I don’t think they look back
very often.
These successes and
countless others from BAS systems integrators, now master systems integrators,
have become a normal part of the BAS industry. Most large real-estate portfolio
owners utilize these capabilities and after 10+ years of independent
domination, Wall Street woke up and realized something changed in the BAS
industry. They realized some of the traditionally dominant players no longer had
control of the market. Instead, it has been invaded by rebels who have no allegiance
to any dominant brand. They are one coder away from unlocking all the software
capabilities they will need for their customers. And so, today starts a new era
in the Platform Wars as Wall Street companies quickly spin up new SaaS capabilities
and launch them into the BAS arena. The now traditional MSI’s will have new
competition against all the new Platforms appearing at a very fast rate.
So why is
everyone so excited over this and why is the Platform so important? When a BAS
project / system is sold, the owner’s corner typically includes construction,
facilities and now IT. The platform chosen is what everyone in the owner’s camp
talks about when the topic of BAS comes up. They don’t talk about the valve
actuator manufacturer or the VAV controller, no—they talk about the software
they use every day and rely on for the information that is their job. The
Platform has become the most important part of the BAS system and now EVERYONE
knows it!!!!
Episode 2: The New Frontier | Wall Street has hustled to meet the current capabilities of independents and is now openly marketing it. The independents are regrouping, however, and developing new capabilities at a faster rate, forcing Wall Street to continue investing to keep up. This is AWESOME for the BAS industry as we are finally going to see some really cool new capabilities coming in at a much faster rate. So sit back for the next five years and enjoy all the new, cool innovations we will see from all the camps involved.
BUT...
who will win? Wall Street or the Independents? You will have to
watch the rest of the movie—I think it will be whomever masters the
FORCE...
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