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Transcript of Grow your business... Protect their investment. Index ©2004-2007 Property Technologies...
Grow your business . . . Protect their investment.
www.ptechinternational.comIndexIndex
©2004-2007 Property Technologies International, LLC
Property Technologies International, LLC
Presentation of PTI’s suite of web-based applications for real estate and property management
for: Greystone & Co. February 23, 2007
Grow your business . . . Protect their investment.
www.ptechinternational.comIndexIndex
©2004-2007 Property Technologies International, LLC
Table of contents:
Service AreasThe Client PortalNew Revenue StreamsMarket SeparatorsCost SavingsClient RetentionThe Back End
Grow your business . . . Protect their investment.
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©2004-2007 Property Technologies International, LLC
Student HousingCondominiumsHome Owners AssociationsPlanned CommunitiesRetirement VillagesAssisted Living/Nursing Facilities
Financing“High Touch” ServicesTangible AssetsCaptive Audience
Information Needs / Data = Architecture
PTI’s modular, customizable, design allows us to translate your data into new information.
Property/Real Estate Types Service Types
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©2004-2007 Property Technologies International, LLC
The capstone of the PTI product suite is a dynamically generated, fully customized web-portal for your clients.
These portals positively affect your business in several critical areas:
Generate several new revenue streams;Differentiate your company in the marketplace;Provide immediate cost savings and reduce the capital required for growth;Increase client retention;
The PTI architecture and design allow us to do this with minimal impact on current work processes and very low operating costs.
The PTI Suite
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©2004-2007 Property Technologies International, LLC
The client portal generates revenue in both direct and indirect ways.The portal itself is a billable, monthly, service;
PTI will work with you to market the service to your clients;Generate revenue from third party vendors – ads, features, discounts;
PTI provides usage analysis, vendor preferences, recommendations, etc.
Managing payment options allows you to leverage discounts, processing fees, volume pricing, etc;
New Revenue Streams
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©2004-2007 Property Technologies International, LLC
Market Separators
Not a single major health care facility management firm offers their clients what PTI can enable GreystoneHC to offer.
GreystoneHC will not only be first to market – they will create the market – and the rest will follow.
Grow your business . . . Protect their investment.
www.ptechinternational.comIndexIndex
©2004-2007 Property Technologies International, LLC
Immediate Cost Savings
Increased efficiencies are a natural byproduct of the PTI configuration analysis and implementation.
Automated communications reduce call volume;
Self-help tools for clients, such as online payment processing, can save between $2.50 and $10.00 per transaction;
Electronic document management, (titles, 6D, Insurance certificates, A.D., living wills, etc.) reduces call volume, printing and distribution costs;
Customized application design reinforces internal work flow and “best practices”;
Universal logins for on-call staff and hand-held compatible interfaces ensure that employees always have the data they need;
Grow your business . . . Protect their investment.
www.ptechinternational.comIndexIndex
©2004-2007 Property Technologies International, LLC
All of the above features work together to create a net of services and information that make your company indispensable to your clients.
Your competitors do not offer comparable services;
With each use you clients are tied more tightly to your company and your network of vendors;
Client Retention
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©2004-2007 Property Technologies International, LLC
The PTI administration tools are as customized for you as the web-portal is for your clients.
Most site content in maintained and updated as a by product of employees daily activity.Data linkages across departments and divisions allows for distributed maintenance and minimally impacts any employees duties.Additional customization and site maintenance can be performed on the fly – clients get new content immediately;PTI provides custom reports and ad hoc reporting capabilities;
The Back End
Grow your business . . . Protect their investment.
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©2004-2007 Property Technologies International, LLC
How We Do It
A comprehensive business, data, and needs analysis is always the first step in a PTI Web Suite installation.
The modular design of the PTI Web Suite allows you to implement only those features necessary to eliminate gaps or redundancies in processes, services, or computing as identified in the above analysis
PTI provides the tools you need to fully customize and integrate your data on an ongoing basis;
Maintenance Request
Requests may initiated by any MMC employee or Unit Owner via their site.
Request is viewable by Unit Owner and/or Board members at all stages of the process.
(see detail in project plan)
Completed form is transmitted to Maintenance Dispatch where request is assigned to team or individual.
Work is assigned online for logging purposes and can be transmitted via alphanumeric pager to remote teams
Upon completion, work order is updated (again via pager, if necessary).
Updated order is available to Maint. as a closed order, and to Claudia (Acct?) for charge assessment.
Completed work order, with charges, is made available to PM for approval.
(Work orders are still available to Maint. and acct. as “pending”)
PM approves charges and transmits to Unit Owner or, if order is billable to the Trust, to Jose (acct.?) for funds transfer.
Jose transfers Trust funds and updates work order as paid.
Unit Owner pays fee online at their site.
If charges are not approved, PM works Maint. & Acct. to assess billing.
ap
pro
ved No
t ap
pro
ved
Maintenance Request Processing
Page 40
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PTI’s expertise enables us to integrate systems and functionality seamlessly into your company’s work-flow. Features are added and clients brought into the loop with minimal changes to employee processes or responsibilities
Grow your business . . . Protect their investment.
www.ptechinternational.comIndexIndex
©2004-2007 Property Technologies International, LLC
Process AnalysisMaintenance
Request
Requests may initiated by any MMC employee or Unit Owner via their site.
Request is viewable by Unit Owner and/or Board members at all stages of the process.
(see detail in project plan)
Completed form is transmitted to Maintenance Dispatch where request is assigned to team or individual.
Work is assigned online for logging purposes and can be transmitted via alphanumeric pager to remote teams
Upon completion, work order is updated (again via pager, if necessary).
Updated order is available to Maint. as a closed order, and to Claudia (Acct?) for charge assessment.
Completed work order, with charges, is made available to PM for approval.
(Work orders are still available to Maint. and acct. as “pending”)
PM approves charges and transmits to Unit Owner or, if order is billable to the Trust, to Jose (acct.?) for funds transfer.
Jose transfers Trust funds and updates work order as paid.
Unit Owner pays fee online at their site.
If charges are not approved, PM works Maint. & Acct. to assess billing.
ap
pro
ved No
t ap
pro
ved
Maintenance Request Processing
Page 40
Thorough process analysis and mapping tasks to data changes allows us to reinforce your business rules and process and streamline department handoffs.
Grow your business . . . Protect their investment.
www.ptechinternational.comIndexIndex
©2004-2007 Property Technologies International, LLC
Modular Design and Sys/IntMaintenance
Request
Requests may initiated by any MMC employee or Unit Owner via their site.
Request is viewable by Unit Owner and/or Board members at all stages of the process.
(see detail in project plan)
Completed form is transmitted to Maintenance Dispatch where request is assigned to team or individual.
Work is assigned online for logging purposes and can be transmitted via alphanumeric pager to remote teams
Upon completion, work order is updated (again via pager, if necessary).
Updated order is available to Maint. as a closed order, and to Claudia (Acct?) for charge assessment.
Completed work order, with charges, is made available to PM for approval.
(Work orders are still available to Maint. and acct. as “pending”)
PM approves charges and transmits to Unit Owner or, if order is billable to the Trust, to Jose (acct.?) for funds transfer.
Jose transfers Trust funds and updates work order as paid.
Unit Owner pays fee online at their site.
If charges are not approved, PM works Maint. & Acct. to assess billing.
ap
pro
ved No
t ap
pro
ved
Maintenance Request Processing
Page 40
The Modular design and integration architecture allows us to integrate functionality into existing work platforms as well develop entirely customized interfaces.
Grow your business . . . Protect their investment.
www.ptechinternational.comIndexIndex
©2004-2007 Property Technologies International, LLC
The State of the ArtProperty and community websites are becoming must-have features
in all property and real estate management markets. From “gated”
communities to retirement communities to managing large portfolios
of disparate apartments, condominiums, or homes electronic delivery
of services is rapidly becoming the industry standard.
However, without the proper back-end tools, providing effective,
customized web sites for your clients becomes another expense.
Property Technologies International has the products and expertise
to turn a “web-presence” into a cost saving, revenue generating
application.
The State of the Art in property management software is web based
applications and their ability to unify platforms and operating
systems, standardize operations across locations and generate
revenue.
Grow your business . . . Protect their investment.
www.ptechinternational.comIndexIndex
©2004-2007 Property Technologies International, LLC
State of the Industry
Talk about the different marketsThe idea that service industries have struggled to make use of new technologiesMost “Property Web-Sites” are brochure-ware, some document management, or a calendar of events.There is little or no integration of data common to both client and company or even between departments within the company.PTI uses an integrated data philosophy for business operations with a “need-to-know” philosophy for interface design.Data is stored in one virtual place i.e. database linking.
Grow your business . . . Protect their investment.
www.ptechinternational.comIndexIndex
©2004-2007 Property Technologies International, LLC
Advantages of web-based software
Web-based applications have a much shorter development cycle, faster and less expensive distribution, and far greater flexibility.
As a client, this means lower costs, both up-front and long term, a higher degree of customization, and unmatched scalability.
The Resident and Board modules in the PTI Web Suite create a new level of client service and can automate standard communications.
Web-based technologies eliminate the need for continual, expensive upgrades to hardware and software.
By providing your employees with web based management applications client web sites access up-to-the-minute information without any extra steps, staff, or costs to you.
Grow your business . . . Protect their investment.
www.ptechinternational.comIndexIndex
©2004-2007 Property Technologies International, LLC
How PTI Saves You Money
A comprehensive business analysis is always the first step in aPTI Web Suite installation
The Resident and Board modules in the PTI Web Suite create an new level of client service
Grow your business . . . Protect their investment.
www.ptechinternational.comIndexIndex
©2004-2007 Property Technologies International, LLC
How PTI Makes You Money
Move vendors from “Payables” to the “Receivables”
The Resident and Board modules in the PTI Web Suite create an new level of client service
Grow your business . . . Protect their investment.
www.ptechinternational.comIndexIndex
©2004-2007 Property Technologies International, LLC
How PTI Makes You Competitive
A comprehensive business analysis is always the first step in aPTI Web Suite installation
The Resident and Board modules in the PTI Web Suite create an new level of client service
Grow your business . . . Protect their investment.
www.ptechinternational.comIndexIndex
©2004-2007 Property Technologies International, LLC
Financial Integration
Turn payables into receivables
Integrating your mortgage products, vendor services, and billing operations builds summary
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©2004-2007 Property Technologies International, LLC
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