Annual Think-Tank SummitBig 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 TrendsMobilization• tablets, smartphonesVisualization• pictures, videoSocialization• blog, yelp, SEO, voice recognitionVirtualization• outsourcing, virtual assistantPersonalization• chat, data mining, security, PCI

Mobilization

Mobile Devices

Desktop

LaptopNetBook

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 browservideos don’t play text difficult to readpainful 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?

SocializationRev Exp

Social Media

Facebook Twitter LinkedIn YouTube Yelp Epinions Facebook Places FourSquare

VirtualizationExpRev

Virtual Assistant

reliabilitytrainingtime shift resourcestransaction or time basedbest for back office tasksIncrementally scalable (up and down)significant cost savings

ExpRev

Procurement Networks

leverage purchasing powerstandard pricesreduced 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 Integrationcall statisticscall recording for quality assurancePM 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 Beyondwebsite and ILS leadsfollow up with CRM softwareonline rental applicationmerged lease documentemail 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.

ExpRev

Privacy/Security IssuesPassword TechniquesLayering techniquesEncrypting government IDsVaulting credit card informationAdded security roles and layersMedia Security

Multifamily Trends

revenue managementon-site leasingsecret shoppercommunity developmentbrand promotion

Market Focus & Software Needs

• Multifamily– Focus on the prospect and resident satisfaction. Affordable Housing

industry in the US is heavily compliance oriented.

• 3rd 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. Occupancy 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 3rd 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 plan 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 AssetsBroadstreet – Web Services API Broadstreet – Requisition Security – Update PO after ApprovalBroadstreet – Add Property Name to all Report Headings ClientRequest -- Report Headings on pages after the first

should be minimizedStudentHousing -- Summary Month-End Balancing ReportStudentHousing -- Reservation System for Student HousingAssociations -- 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