Annual Think-Tank Summit

moancapableAI and Robotics

Nov 17, 2013 (3 years and 10 months ago)

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Annual Think
-
Tank Summit

Big Bay Resort

June
03
-
06,
2013


Corporate Vision for Tomorrow

Enterprise Software


accounting


advertising (ILS)


prospecting owners


prospecting tenants


electronic payments


client facing web activities


call center management


tenant screening


document management


work order management


fixed asset management


collections


reporting


business intelligence

Technology Trends

Mobilization



tablets, smartphones

Visualization



pictures, video

Socialization



blog, yelp, SEO, voice recognition

Virtualization



outsourcing, virtual assistant

Personalization



chat, data
mining, security, PCI

Mobilization

Mobile Devices

Desktop

Laptop

NetBook

Tablet

SmartPhone

SmartPhone
as a
Tablet

And you’ll need this to watch movies on it.

3.5”

9.7”


pay rent


enter w/o


retrieve phone #


access property data
and status



perform inspections


enter violations


run software applications

Connectivity?

SmartPhone
vs.
Tablet


Internal (employee) vs. external (clients)


Cross platform support


Android


iOS
-

iPhone


Blackberry


Windows


OSX (Mac)


Native app vs. browser based (HTML5)


look and feel


hardware accessibility (camera, GPS, local
storage)


performance

Application Centric

Most websites are a mess in a smartphone browser


videos don’t play


text difficult to read


painful to navigate


Rev

Exp

Mobile Aware Website

Rev

Exp

GPS location and/or camera used to
display additional information

Augmented Reality

I’ve told you


This family is not moving to higher video
technology until we’ve mastered pong!

Visualization

If a picture is worth a
1,000 words?

But how many pixels
does it have?

Shouldn’t a video be at
least a 1,000 pictures?

Socialization

Rev

Exp

Social Media


Facebook


Twitter


LinkedIn


YouTube


Yelp


Epinions


Facebook Places


FourSquare


Virtualization

Exp

Rev

Virtual Assistant


reliability


training


time shift resources


transaction or time based


best for back office tasks


Incrementally scalable (up and down)


significant cost savings

Exp

Rev

Procurement Networks


leverage purchasing power


standard prices


reduced administrative costs

Personalization

I thought poker night would
be more social.

No sir, we don’t put any personal data on
your room card key. We do note on there,
however, if you’re a lousy tipper.

Telephony Integration


call statistics


call recording for quality assurance


PM software integration


enhanced caller ID


call routing


information retrieval


auto call logging

Portals


Resident


Owner


Vendor


Marketing


Site Admin


Payment (w/ Merchant
or Bank
Gateway)


Leasing Application


Inspection


Package Tracking


Student Admin


Member


Board Director

Lead to Lease and Beyond


website and ILS leads


follow up with CRM software


online rental application


merged lease document


email renew options

Rev

Exp

Privacy and Security

We have a new privacy policy.

The way I see it, if someone
wants to steal
MY

identity,
that’s their problem.

Exp

Rev

Privacy/Security Issues


Password Techniques


Layering
techniques


Encrypting government IDs


Vaulting credit card information


Added security roles and layers


Media Security

Multifamily Trends


revenue management


on
-
site leasing


secret shopper


community development


brand promotion

Market Focus & Software Needs


Multifamily


Focus on the prospect and resident satisfaction. Affordable Housing
industry in the US is heavily compliance oriented.


3
rd

Party Residential


Focus is on the Property Owner. Emphasis on acquisition and
relationship to the Owner.


Association Management


Focus is on the Boards. Heavy work order emphasis (maintenance,
inspections, and
violations). Large amount of mailings and emails to
Homeowners.

Market Focus & Software Needs


Student Housing


Focus on the student. Communications to parents, guarantors,
emergency contacts.
O
ccupancy planning requires reservation system,
financial aid tracking, gender management, and roommate matching
capabilities.


Senior Living


Focus on the health and well
-
being of the resident. Communication
needs with the family of the resident. Legal compliance issues.


Vacation
Rentals


Calendaring and Reservation systems are paramount. Short Durations
rentals. Rental Specials.


The Release Process
-

Sources


Sources
for Release Contents


Client
-
Funded Enhancements


Strategic Modifications


Client
-
Requested
Enhancements


Bug Fixes


Releases of 3
rd

party software


Development environment releases


Database vendor releases


Alliance partner
enhancements

Release Process


Decision Making


Fluid process leads to difficult planning & estimation
process


We must react to market trends, competitive pressures, and
legislative requirements


Customizations often required for large sales


Resource constraints


Impact of frequent releases on the whole organization
(documentation, implementation, client care, etc.)


Impact of frequent releases on the client base

Release Process


Is it like Construction?


Construction Metaphor and Software development


Static Plans vs. a different
p
lan every time


Standard physical process vs. human logic and behavior


Brick laying basically the same for 2000 years vs.
programming Technology that continually changes


One building in one place. Software now runs on multiple
platforms (web browsers, platforms, and operations
systems)

Planned
Releases
-

10.02 (2013Q3)



Broadstreet
--

Fixed Assets


Broadstreet


Web Services API


Broadstreet


Requisition Security


Update PO after Approval


Broadstreet


Add Property Name to all Report Headings


ClientRequest
--

Report Headings on pages after the first
should be
minimized


StudentHousing
--

Summary Month
-
End Balancing Report


StudentHousing
--

Reservation System for Student
Housing


Associations
--

Print and Mail Payment Coupon
Books

Planned
Releases
-

10.02 (2013Q3)


Strategic
--

Changes to Custom Fields


Contacts
and Prospects
share
a pool of custom fields


10
tabs and group headings on all notebooks
with custom
fields


Increase
Text limit to
2,000
for text
fields


StudentHousing
--

Integrate with University Student Housing
Software (RMS)


ClientRequest
--

Export Month
-
End Summary Journals in
additional formats


Associations
--

Print and mail via USPS mail merged Notecards


ClientRequest
--

Numerous small misc. client
requests

Planned
Releases
-

10.03
(
2013Q4)


Strategic
--

Add Support for SMS Text services within
PropertyBoss including sending merged text from
RentRoll.


Strategic
--

Configurable Event Handling system to
automate specific tasks (email, text, letters, etc.) in
PropertyBoss on either a time
-
based or
event
-
based
schedule.


Numerous
small misc. client
requests

Planned Releases
-

unscheduled


Not
Specifically Release Based
(but may require
specific PropertyBoss Release)


Strategic
--

Mobile Contact Manager


Strategic
--

Mobile Inspection System that does not
require connectivity


Strategic
--

Print and mail via USPS
mail merged
Payment Coupon Books


Mobile
-
Friendly portal layouts

Planned
Releases
-

10.04
(
2014
)


Mobile, Mobile, Mobile


PULSE
-

Business
Intelligence
System



Broadstreet work orders