YARDI Commercial Suite. Smarter Solutions for Places that Matter

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1 YARDI Commercial Suite TM Smarter Solutions for Places that Matter

2 Places that Matter Every property you manage is important, and you make decisions knowing that each office, retail, or industrial space is an environment that means something to its owners, managers, and tenants. We understand your commitment to providing the highest quality properties to your tenants, and the greatest value to property owners and investors. Our smarter solutions make it easier for you to take care of your customers and the employees in your organization. Places that Matter to You, to Your Customers, to Your Community, to Us

3 YARDI Commercial Solution SMARTER Real Estate Management YARDI Voyager and the TM YARDI Commercial Suite Yardi Commercial Suite Voyager Commercial... 1 Orion Business Intelligence...7 Advanced Budgeting & Forecasting Commercial LeasingPad COMMERCIAL Café Procure to Pay Energy Procure to Pay Marketing & CRM Investments Investment Accounting, Performance Measurement, Reporting Energy Efficiency, Demand Response, Fault Detection & Diagnostics Procurement, Vendor Management, Invoice Processing Contact Management, Deal Pipelines, Marketing Websites, Tenant Portals Property Management, Accounting, Operations, Facilities Management, BI Business-Wide Platform The Yardi Commercial Solution includes comprehensive front office and back office services integrated into one system with complete business intelligence and mobility. Once you standardize your operations on Voyager, you can utilize the entire single solution stack and gain further efficiencies, cost savings, and a competitive advantage. Payment Processing...27 Advanced Maintenance Construction Management elearning Software as a Service ERP SaaS

4 Voyager Commercial Key Benefits Browser-agnostic platform with full mobile access Enhances workforce efficiency while eliminating error-prone processes Reduces general and administrative costs Provides the flexibility to scale operations for growth strategies Improves strategic decision-making and your competitive edge through enhanced business intelligence and tenant services Delivers complete transparency across your entire operation Built-in integration and consistent interface shortens training cycles and drives higher productivity»» Hassle-free application, database, and network management with secure SaaS options A full business solution that streamlines the property and financial management aspects of the commercial real estate lifecycle to help you enhance the underlying value of your portfolio. Yardi 1

5 YARDI Voyager Commercial Key Features Controlled administration of leases and From commercial real estate owners with small portfolios to large global enterprises, Yardi Voyager is our most advanced Software as a Service (SaaS) commercial property management and accounting platform for office, retail, and industrial real estate. Browser-agnostic and accessible from any mobile device, Voyager enables faster and more efficient execution of property operation strategies, driving improved analysis and decision-making and delivering maximum transparency across your business. It manages ownership, financials, budgets, forecasts, construction, and maintenance for a holistic view of your portfolio supported by role-based dashboards, workflows, critical date notifications, and analytics. amendments including lease option management with encumbrance tracking Integrated accounting and property management functions Smart data entry and quick access to Automated Lease Administration The Voyager lease administration system forms the backbone of the commercial billing process, which accommodates indexation, complex recoveries, retail overages, multi-currency leases, and more. The automated leasing workflow allows lease administrators to set up terms of complicated industrial, office, and retail leases and amendments, and reviewers can compare the abstract to the actual legal documentation before activation. All lease modifications such as expansion, contraction, relocation, holdover, and renewals are stored with the lease details for easy drill-down and historical reference. Leases can be organized by customer, making the billing and analysis of multiple leases for national tenants simple. 2 Yardi Role-based dashboards and critical date notifications Property/Space Prospects/Contacts Simplified setup of complex Customer/Company LEASE expense recoveries Critical Dates, Tasks & Notifications Customized Correspondence Critical dates, tasks, and notifications are an integral part of the Voyager lease management system. Dates and tasks are integrated into the user s dashboard so that important deadlines are never missed. You can automate tasks or notifications based on dates you define, including: Yardi Correspondence Management will redefine how you process documents. It allows you to create customized invoices, statements, collection letters, prospect letters of intent, as well as owner and investor reporting packages. Templates merge with lease data, reports, and graphs; the generated documents can be automatically ed, printed, or saved as PDFs. Lease expirations Option notices Tenant insurance expiration Streamlined Recoveries Voyager fully automates the recoveries process. You can configure the varying numerators and denominators, base years, caps, gross-ups, and management fees for the terms defined in the lease. And because the calculations differ for each tenant, Voyager eliminates the daunting job of reconciling all variables and compiles an accurate accounting of what your tenants owe. The billing results are invoiced to your tenant in an easy-to-understand format that helps reduce tenant billing disputes and increase cash flow. regularly visited screens and history Comprehensive Lease Management Rent Retail renewal, escalations, straight-line rent Recoveries expense books & reconciliations In addition, you can use tasks and notifications to perform valuable internal audit functions. They deliver daily, weekly, or monthly notifications such as: percentage of sales based rent structure Amendments to lease clauses Options expansion, contraction, renewal, termination Outstanding AR older than 30, 60, or 90 days Financial periods not closed Batches left un-posted Whether your NOI is within acceptable standards Complete retail percentage rent calculations Easy straight-line rent adjustments for FAS 13 and IAS 17 Real-time analytics, dashboards, and business intelligence Supports multiple currencies, languages, GAAP, and local taxation requirements Advanced Retail Voyager makes it simple to track sales and charge percentage rents. The tenant retail parameters allow you to easily define sales types and reporting and billing frequencies and breakpoints, including an automatic calculation of natural breakpoints. The overage function automatically calculates and creates your percentage rent charges. Retail analytics provide up-to-the-minute reporting on sales, including MTD, YTD, Moving Annual Total (MAT) comparisons and tenant occupancy costs. Yardi 3

6 Portfolio Reporting & Analysis Financial Analytics Role-Based Dashboard Real-Time Analysis Commercial Analytics The commercial dashboard maximizes efficiency and transparency by allowing you to see property tasks and performance across your global portfolio in a single user-friendly interface. Your property managers can track critical dates, pending lease workflow actions, work order summaries, and access key reports such as stacking plans, all with the ability to drill down to transaction-level detail. Designed for managers who want to analyze information in a fast and flexible way, Yardi Analytics is a new breed of reporting tool that enables real-time key performance indicators. Yardi Analytics facilitates drill-down to source transactions, and is flexible enough to slice and dice data by attribute such as portfolio, region, period, and currency, across a global portfolio. Yardi Analytics includes comprehensive reporting that encompasses the global scope of a commercial property portfolio. From owner reports to internal exception and management reporting, our commercial analytics are geared toward increasing the performance of individual and consolidated properties and identifying outliers in a large portfolio. Commercial analytics provide real-time key performance indicators for lease management, recovery reconciliation, performance statistics, and more, including: Analyze by attribute, entity, GL book, segment, period Drill down from summary to source transaction Publish to PDF or Excel report packages automatically Create your own KPIs with custom analytics Optimized for fast results Rent roll and vacancy Lease abstracts Occupancy summary Expense recovery and summary With this system you can create and publish reports through Microsoft Excel and Microsoft SQL Server Reporting Services. 4 Yardi Yardi Analytics also provides robust financial reporting and key performance indicators. The financial analytics engine leverages the Voyager accounting platform by drawing directly from general ledger transactions across a global portfolio. You can create instant comparisons and analysis, and compile your monthly, quarterly, and yearly financial report packages in real time. You can also slice and dice your income statement by user-defined property attributes, view your balance sheet by country and currency, and publish financial reports to an investor portal with the click of a button. Supports IFRS, GAAP, and international accounting needs Used by publicly traded companies around the world Automated delivery with correspondence management Reporting speed optimized by Voyager datamarts Custom financial reports using custom analytics Key Features Commercial and financial analytics and insight for better decisions Multiple GAAP, multi-language and multi-currency capabilities SSAE 16 compliance via Yardi Cloud Services Real-time, 24/7 access to operational data with Yardi Mobile Apps Spreadsheet Reporting Yardi Spreadsheet Reporting lets you create and publish high-quality reports for internal and external audiences anywhere in the world. You can create templates in Microsoft Word, Microsoft Excel and Adobe PDF, or display the data on a screen. Presentation-quality reports with text, grids, and graphs Report packets combining different types of reports Complex reports with multiple sections Easy sorting, grouping and sub-totaling Customized reports by changing filters and data columns Yardi 5

7 Orion Business Intelligence Key Benefits Leverages your operational and financial data in Yardi Voyager for business-wide insight Helps you easily monitor operations using internal key performance indicators Delivers greater transparency into performance at portfolio, property, and tenant levels Provides 24/7 access to key decision-making tools from any mobile device Easily create simple-to-use dashboards to analyze the operational and financial health of your entire portfolio. 6 Yardi Yardi 7

8 YARDI Orion Yardi Orion Business Intelligence is a unique, mobile-enabled platform that can be installed and customized easily and cost-effectively. Orion features more than 200 built-in key performance indicators and powerful, flexible reports and dashboards that provide a 360-degree view of your business. Orion ensures secure access to data that helps owners and managers improve business performance yet requires dramatically less time and cost to implement than legacy business intelligence systems. Powerful Analytics Orion combines the financial and operational data housed in your Yardi Voyager and Yardi Commercial Suite products to give you a holistic view of your operations, including financials, spending, tenant health, and more. Easy-to-build dashboards utilizing drag and drop functionality support action-based monitoring of trends in tenant, property, portfolio and businesswide performance. You can perform ad hoc analysis, dissect data, and create charts with a Microsoft Excel connection to a tabular data model built on Voyager data. Upload and publish your Excel reports and charts for others to view in Orion. You get total visibility with rich, detailed, and configurable reporting and analytics information that can be combined for unique insights and acted on to improve portfolio performance. Business Intelligence Mobile Platform Orion is a browser-agnostic, mobile-friendly platform that delivers robust reporting and dashboards to tablets. With 24/7 convenience, you can create customized views of property and tenant data through an intuitive tablet touch interface with the same customized reporting that you can generate on your desktop computer. Custom KPIs Orion includes a toolset that builds reporting content focused on the metrics you use to run your business. You can easily create your own unique set of key performance indicators based on data from tables in Voyager. You can also group and display data by attribute such as property type, region, portfolio, and market. You control the data to display and how to display it: line charts, bar charts, pie charts, stacked bar charts, data grids with rankings, and more. Once you create your unique measure and chart, it is easy to drag and drop it onto your dashboard. Key Features Configurable, interactive dashboards with drag-and-drop tiles and widgets Discussions enable users to comment about performance metrics within dashboards User-defined KPI targets and benchmark thresholds Custom SSRS reporting with Voyager analytics and ad-hoc Excel analysis Performance metrics with instant slicing, dicing, and pivoting data Mobile accessibility across multiple devices and browsers Discussions feature allows users to add comments, tag objects, and follow discussion threads and trends directly in the program. Dashboards with operational data, all at your fingertips. 8 Yardi Yardi 9

9 Advanced Budgeting Key Benefits Reduces process cycle times for budgets, long-term forecasts, and valuations Increases budget projection accuracy to help maximize profitability Forecasts future revenue with detailed, realtime assumptions and enhances visibility Easily forecasts revenue, job cost and CAPEX, and debt based on configurable models Efficient, error-free collaboration allows multiple people to work on a single budget at the same time Leverages multi-currency capabilities and international valuation techniques & Forecasting Engage in highly effective planning processes by delivering budget projections with increased accuracy and the ability to make quick, accurate, flexible forecasts. 10 Yardi Yardi 11

10 YARDI Advanced Budgeting & Forecasting Yardi Advanced Budgeting & Forecasting is an essential tool for commercial real estate owners, managers, and investors who need to continually measure the financial health of their investments. You can eliminate costly imports and exports to spreadsheets or niche budgeting programs and quickly make accurate and flexible forecasts informed by detailed property data. Changing assumptions, speculative leases, debt, and construction projections is easy and intuitive. Advanced Budgeting & Forecasting provides detailed analysis and comparison of future income and expense projections using data from actual tenant leases, streamlines budget preparation, and creates custom forecast models and formulas. This seamless, end-to-end advanced budgeting and forecasting solution delivers the speed and accuracy that greatly reduces cycle times and improves workforce efficiency. Enhanced Budgeting Deliver detailed analysis and comparisons of future income and expenses and significantly enhance the budget preparation process. Comprehensive financial reporting delivers in-depth analysis and explanation, making budget reviews quicker; powerful budgeting and forecasting tools enable the generation of detailed projections with greater accuracy and efficiency. Market Leasing Assumptions Utilizing detailed market leasing assumptions, Advanced Budgeting & Forecasting provides precise budget projections for rents, recoveries, charges, concessions, and retail sales overage figures. It is easy to apply inflation estimates to leasing income and expenses including rent, recovery charges, occupancy, costs, inducements, and retail sales. Robust Reporting Report on specific budget accounts with narratives and detail. Utilize advanced commercial tenant analytic reports to show revenue and lease inducements and market leasing assumptions and occupancy for a budget term. Analytics allow quick comparison of budget versions to identify differences with GL actuals, allowing you to quickly isolate variances. Automated Valuations Automatically calculate future cash flows and determine net present values (NPV) and internal rates of return (IRR) at the property or portfolio level. All GL transactions, lease changes, market leasing assumptions and future vacancy projections are automatically factored into the analysis in real time. Ensure the timely delivery of reliable information, deliver better risk analysis and maximize returns with more informed buy, hold, or sell decisions. Advanced Modeling Advanced Budgeting & Forecasting is an essential tool for modeling and analyzing debt service and cash flow forecasts to provide clear visibility into current and potential assets with data drawn directly from Yardi Voyager. Advanced modeling capabilities create forecasting scenarios that deliver optimal investment proposals for acquisitions and investors. You can forecast and manage debt service using real-time assumptions for loan terms, mortgage interest rates, and repayment schedules including points, fees, and potential penalties. You can also apply variables to improve consistency and accuracy and model unlimited deals for potential investors using varying commitment levels and IRR hurdles. Sensitivity Analysis This solution drives improved decisions on acquisition and disposition by enabling the analysis of unlimited what if scenarios that combine real-time property, lease, and investor data with market leasing assumptions and other variables. It also allows you to quickly change hold timing, cap rates, inflation and other factors to immediately see their impact on assets, assess risk, and capitalize on emerging opportunities. Key Features Automated budget preparation and analysis using real-time property data Commercial model properties to safely make lease and space configuration changes Scenario analysis and comparison to predict future revenue Vacancy, debt and rentable items for modeling Robust workflows and approval processes»» Unlimited budget versions and revisions with copy and consolidate capabilities Model Properties Gain the ability to create a budget based on model properties. The model allows users to modify or delete units and records to support budgeted leasing assumptions. This enables users to make assumptions in the budget world without affecting real world unit and lease records. 12 Yardi Yardi 13

11 Commercial LeasingPad Key Benefits Enhances lead-to-lease process efficiencies and greatly reduces cycle times Delivers visibility into all leasing activities, opportunities, and deals Enhances collaboration between key stakeholders, colleagues, and prospects Provides more accurate and timely forecasting of revenue Drives workforce efficiency by delivering mobile solutions to a mobile workforce Shorten the leasing lifecycle and drive greater efficiency with a fully mobile solution that combines contact and prospect management with portfolio health analytics and business intelligence. 14 Yardi Yardi 15

12 YARDI Commercial LeasingPad Yardi Commercial LeasingPad is an easy-to-use, tablet-based solution that leverages the Yardi Voyager platform and Microsoft Outlook to provide property managers and leasing agents with mobile access to real-time prospect, tenant, and property information. Commercial LeasingPad eliminates duplicate data entry by automating the leasing process from lead generation through proposal creation and lease execution, and delivers a 360 view into all leasing and property management activities. 16 Yardi Streamlined Leasing Increased Productivity Mobile Leasing Commercial LeasingPad provides a holistic view of your prospects and customers that leads to better business decisions. The solution automatically tracks leads from your tenant portal, and reduces the time needed to close deals by streamlining the leasing process through document generation and automated workflows. Tight integration with Outlook means you can access all CRM data from within Outlook, which saves time and increases efficiency. Improve the efficiency of your staff with Commercial LeasingPad as the hub for all day-to-day activities for both leasing agents and management. Put leasing data at your agents fingertips in an easy-to-use interface with role-specific dashboards and data drill down. When integrated with Yardi Advanced Budgeting & Forecasting, Commercial LeasingPad helps eliminate the need to create speculative leases or market leasing assumptions on deals. For leasing agents and property managers, Commercial LeasingPad provides an easy-to-use workflow that walks them step by step through a new deal or a lease renewal and helps reduce cycle times from lead to lease. The product is formatted for use on a tablet, enabling managers to respond quickly and accurately to prospects with information regarding space availability, restrictive lease clauses, budgets and market rent data. Proposals and counter proposals, approvals, and lease documentation can be efficiently produced and distributed. Full integration with Outlook means communication, activity, and event tracking is easy and accurate. Key Features Mobile Tenant Relations For property managers and asset managers, maintaining property health and tenant relations is a number one priority. Commercial LeasingPad provides mobile access to real-time lease terms, documents, and communications through a tablet device and provides mobile access to their CRM and property management data. Improving the efficiency of customer-facing staff by providing remote access to contact, task, and account information and analytics, Commercial LeasingPad also enables instant visibility into unit availability to help make better decisions on tenant retention, mix and profitability. Leasing agent dashboard for easy navigation to prospects and customers Record of all and other activity related to leasing and renewals Deal wizards for quick data entry Pipeline reporting and analytics Outlook integration for , contacts, and calendar items Marketing brochures, mass s, and campaign management Tenant portal integration for real-time availability and document sharing Yardi 17

13 COMMERCIAL Café Key Benefits Enhances property marketing to drive broader visibility into available leases and properties for sale Integrates brand and corporate messaging with the promotion of properties and leases online Drives workforce efficiency and reduces costs with online document management Shortens accounts receivable lifecycles by enabling online payments Reduces maintenance lifecycles and enhances tenant relations by providing online tenant portals for service requests Promotes collaboration with customers with services delivered via any Web-enabled device A unique combination of dynamic, personalized online marketing and tenant service portals that enhance your marketing efforts and deliver outstanding customer services. 18 Yardi Yardi 19

14 COMMERCIAL Café Key Features COMMERCIALCafé is your company s online marketing presence for tenants and prospects. Provide greater visibility of available properties for lease and sale with personalized sites that fit seamlessly into your existing corporate sites. Additionally, you can provide tenants with best-in-class services through access to online payments, tenant statements, maintenance requests, and other services. Listings available on COMMERCIALCafé include all commercial real estate property categories such as office space, industrial space, retail space and land for sale. 20 Yardi Site Manager Property Listings Site Manager puts the ability to fully configure and brand property listing sites and tenant portal services at your fingertips. Site administrators can use this online tool to add and remove properties from the property listing site or tenant portal. You can add suites, photo galleries and property tour videos, and update property and suite features for the property listing sites. Site Manager also allows administrators to enter and edit tenant announcements, manage users, configure work order workflows, process payments, create menus, and more for the tenant portal. COMMERCIALCafé also serves as an online property listings service that is branded to your own company or corporate style, allowing prospects to search by property type, location, and property criteria from any Web-enabled device. Online Self-Service Portals provide tenants access to statements, the ability to submit maintenance requests online, and receive other service offerings online or from a mobile device. The ability to respond to your tenants more quickly means increased tenant satisfaction and higher staff productivity, giving you a competitive edge. Provide tenants with streamlined access to statements, online payments, and more Deliver an outstanding prospect experience with clean listing layouts and easy-to-use features Online Payments COMMERCIALCafé allows tenants to make payments online or from a mobile device. You can reduce the time your staff spends processing payments and give your tenants a convenient, paperless self-service option for paying rent. Yardi 21

15 Procure to Pay Key Benefits Reduces costs through a competitively priced catalog featuring nationally recognized suppliers and manufacturers Increases compliance with environmental policies and green initiatives Provides insight to trial balance impact prior to payment Saves money and time by eliminating lost invoices, duplicate payments, and potential overpayments Reduces overall audit fees and support effort Simplifies vendor management including onboarding, compliance, and ongoing data maintenance Ensures turnkey compliance through RMIS or self-service compliance Go paperless with our centralized procure to pay solution. Gain spend management with online catalogs, approval workflows, electronic invoice processing and payments, reporting, and analytics. 22 Yardi Yardi 23

16 YARDI Procure to Pay Key Features Comprehensive online catalog with Save money, save time, and be able to focus on your clients. Yardi Procure to Pay is our centralized procure to pay platform including automated procurement with Yardi Marketplace, comprehensive vendor management via VENDORCafé, and electronic invoice processing with Yardi PAYscan. over one million products including sustainable product options In-store purchase programs with partners Spend Management Online Shopping Cart Vendor Management Paperless Processing Procure to Pay centralizes procurement and provides portfolio-wide spend management. Online catalogs are defined by you and represent existing vendor relationships, down to the property level. Your ability to approve and leverage negotiated pricing across your portfolio and perform real-time budget checks maximizes spending control. Yardi Marketplace, your single point for supplier management, features up-to-date online catalogs that deliver the best available discounts on a variety of products. Pre-negotiated rates and online shopping enable hassle-free procurement of all of your maintenance, repair, and operating supplies. Easily access favorite product lists and add items to your custom shopping cart so that purchase orders are automatically populated with your full accounting detail. VENDORCafé centralizes product and service vendor information in a single system of record, with a 360º view of all your vendors and property associations. Define your onboarding process to ensure only approved vendors are added to your accounting system, and proactively assess vendor risk across your portfolio. Optimize vendor communication with the VENDORCafé web-based portal available to Yardi-registered and client-approved vendors. Vendors can upload insurance certificates, receive expiration alerts, view their ledgers, upload invoices, and monitor invoice approvals. PAYscan, part of Yardi Procure to Pay, virtually eliminates copying, mailing, and storing paper, and minimizes touch points that can lead to lost invoices and data entry errors. Electronic invoices are automatically imported directly into Yardi Voyager, with an online approval workflow that reduces cost per invoice and improves productivity. Timely payments are enabled by EFT or check. Electronic vendor invoices automatically map to, and compare against, user-generated purchase orders. Lines are compared against price, SKU, and quantity to ensure the ultimate payable correctly maps to the purchase order (sale of record). such as The Home Depot and Grainger Customizable workflows, flexible payment options, and detailed spend analytics with transactional detail Complete vendor profile management for easy contact, document, insurance, and payment information updates Automated vendor invoice and payment processing workflows Seamless invoice processing with online approvals for timely payments via EFT or check Systematic matching of electronic purchase orders to invoices GL account balance insight during entire AP process Comprehensive reporting and analytics from purchase order to invoice to payment Procure to Pay users have easy access to thousands of maintenance, repair, and operating supplies from national vendors such as Staples, KimberlyClark, Grainger, Georgia-Pacific, and most recently, The Home Depot. Yardi PAYscan Mobile allows managers to search, view, and approve purchase orders and invoice registers right from their mobile device. Easy access and review of critical documents to assess risk. 24 Yardi Yardi 25

17 Payment Processing Key Benefits Online payments increase tenant satisfaction and maximize your cash flow Paper checks and money orders can be bulk scanned and digitized Electronic deposits are auto-transferred to your bank account Manual errors and time-consuming bank runs are eliminated Save staff time and maximize cash flow by allowing your tenants to make payments online a convenience they expect. Automate payment processing and eliminate bank runs. 26 Yardi Yardi 27

18 YARDI Payment Processing Key Features Electronic deposits provide Yardi Online Payments and Yardi CHECKscan are payment processing solutions built into Yardi Voyager that streamline payment collection and reduce operational costs by replacing manual accounts receivable methods with paperless payments and electronic transactions. Your tenants can conveniently make payments online, and your staff can quickly bulk scan and digitize payments made with checks and money orders. Online Payments Online Payments provides paperless self-service rent payments for your tenants, with a convenient recurring payment option. Tenants can log in at any time, view their account balances, and pay rent directly from a bank account (ACH payment) or with a credit card. Online payments are entered directly into Voyager, with automatic deposits and easy bank reconciliation. ACH payments are sent to your bank via EFT the next day; credit card payments are processed within 2-4 days. Check Scanning CHECKscan eliminates trips to the bank, lost checks, manual keying errors, and also reduces NSF risk. Simply bulk scan batches of personal, commercial, bill pay, and cashier s checks, as well as money orders, and greatly reduce processing time. CHECKscan creates receipt batches in Voyager for all items, and permanently stores the image files so you don t need to make copies. Payments are converted to X9 files and transferred electronically to your financial institution the next day, which optimizes your cash flow. rapid availability of funds Credit card and ACH payments with recurring ACH option 24/7 tenant access to view ledgers 1 Scan Checks in Bulk 2 Review and Approve Payments in Voyager 3 Improve Cash Flow with Next-day Funds Availability and make online payments Voyager auto-matches charges and applies payment priority rules Permanent check image storage in Voyager for scanned payments Online review workflow with colorcoded transactions for easy resolution No data transfer or synchronization needed Yardi Yardi 29

19 Advanced Maintenance Key Benefits Fewer equipment breakdowns with preventative maintenance scheduling Complete history of all fixed assets Fast response to maintenance requests with mobile access Oversight of maintenance personnel with location tracker Schedule, track and manage all preventative, routine and emergency maintenance from your desktop or mobile device and gain modules for managing inspections, fixed assets, and inventory control at no extra cost. 30 Yardi Yardi 31

20 YARDI Advanced Maintenance Key Features Streamlined depreciation of fixed assets Our facilities management suite of products includes Yardi Advanced Maintenance, which lets you manage preventative and ad hoc maintenance tasks from your desktop or mobile device. When you license Yardi Advanced Maintenance, you receive several additional products for managing your assets and facilities at no extra cost, including Yardi Maintenance, Yardi Inspection, Yardi Fixed Assets and Yardi Inventory Control. Advanced Maintenance is adaptable for an array of commercial property types. With Advanced Maintenance, you receive additional products for managing assets at no extra cost, including: Automatic tracking of 32 Yardi Maintenance Manager Mobile Advanced Maintenance is your solution for complete scheduling, tracking and management of asset maintenance. You can establish scheduling for preventative, routine, and emergency maintenance. Inventory consumption in the maintenance process is automatically tracked and recorded in Yardi Voyager. A location tracking feature allows you to match technicians with tasks, ensuring rapid response to emergency maintenance requests. Advanced Maintenance includes the Yardi Maintenance Manager Mobile app which helps you save time, boost efficiency and increase tenant satisfaction by taking maintenance workflows mobile. Maintenance managers can easily track technicians, assign work orders and manage their maintenance tasks from an Android Tablet or Apple ipad. Integrated Solution Advanced Maintenance is built into Voyager, eliminating duplicate data entry of tasks and records and allows you to directly charge tenants for work orders and make payments to external maintenance vendors. inventory consumption YARDI Maintenance YARDI Fixed Assets Perform and track daily maintenance for your properties with unparalleled ease and efficiency. Record and monitor fixed assets from purchase order issuance through purchase, use, and final disposition. YARDI Inspection YARDI Inventory Control Schedule, perform and manage all types of inspections including annual, regulatory, due diligence, and more. Provide total physical and financial control over the acquisition, tracking, depreciation, and disposition of inventory among multiple locations. TM Comprehensive Maintenance Management Complete history of work orders TM TM TM Yardi 33

21 Construction Management Key Benefits Complete financial oversight with easily tracked real-time cost, commitment and budget comparisons across the portfolio Tight cost control with automatic over-budget monitoring of every transaction to budgets and contracts Governance with predefined workflows and rules consistent with Yardi Voyager Capital expenditure budget allocation process Extensive analytic reporting Seamless integration with Voyager Improve cost control, budget oversight and profitability with a full-service job costing and receivables solution that lets you manage the financial aspects of the construction lifecycle for projects of every size and description from capital expenditures and single-unit improvements to ground-up developments. 34 Yardi Yardi 35

22 TM YARDI Construction Management Yardi Construction Management helps you keep projects on track with heightened cost control, complete budget oversight, and confident forecasting and management of contracts, commitments and cash flow. The solution is flexible enough to accommodate all types of construction projects, including CAPEX, tenant improvements, unit renovation, commercial, residential and affordable property development. Construction and Development Yardi Construction Management supports projects at all phases from pre-development to close-out and for any duration. The solution also helps you develop financing plans for construction projects and manage contract commitments, draws and progress billings from general contractors and subcontractors. It can also perform projected final and cash flow forecasting. Job Costing and Budgeting With a user-defined cost code structure, Yardi Construction Management automatically tracks your actual costs and compares them to the job budget. You get full visibility into all committed costs and change orders. Job cost and the general ledger are updated in real time when the transactions are entered. Billing and draws can be created easily by actual costs incurred or percent complete. Charges can automatically be generated for recovering costs. Comprehensive Reporting Yardi Construction Management strengthens your reporting by providing numerous options for receiving the information you need. Reports in various formats deliver all information related to budget amounts, revisions, commitments, change orders and amounts billed to date per category. Slice the data any way you like by property, job, cost code, or job attribute just to name a few options. Increased Flexibility With Yardi Construction Management, you can apply user-defined workflow approvals for jobs, budgets, contracts and budget transactions. You can tailor the system to hide the features and fields you are not using for simplicity purposes. The system also provides numerous ways to define your own fields for capturing pertinent data for historical purposes and reporting. Also, importing and exporting with Excel is available on numerous pages for additional analysis. Key Features Unlimited, user-defined budget cost categories with templates and models Full contract and change order, committed cost tracking and analysis Detailed, real-time recording of job costs and other actions across the entire construction lifecycle Multiple job cost summary and detail reports with drilldown to underlying transactions Custom, automated workflow approval for jobs, job budgets and revisions, contracts and change orders Multiple points of access for importing and exporting data»» Custom job cost analytics for creating your own reports 36 Yardi Yardi 37

23 elearning Key Benefits Reduces overall training costs with on-demand online courses Eliminates costly mistakes by delivering preventative training courses in a timely manner Solidifies learners understanding of key concepts with pre- and post-training assessments Encourages engagement and timely course completion using achievement, peer discussion, and assignment feedback tools Improves accountability and retention over traditional training Automates recertification processes to ensure training meets compliance requirements Boosts employee confidence with easy access to all training activities from one dashboard Innovative staff training solutions for Yardi software and beyond. Improving employee performance has never been easier or more effective. 38 Yardi Yardi 39

24 YARDI elearning TM Key Features Extensive catalog of Yardi courses Increase employee satisfaction and improve performance with a just-in-time training environment that connects employees to one another through a variety of communication tools, collaboration opportunities, and training event management, all in a mobile-friendly solution. Take advantage of Yardi s self-paced courses and develop your own to design a multi-faceted education program that makes sense for your organization. Design and deploy role-specific learning plans to your users. This dynamic learning solution helps you gain maximum ROI from your software investment through an extensive course library, assessment tools, certifications, post-training follow-up, and re-training activities. Maximized Training Effective Learning Yardi provides and maintains an extensive catalog of customizable courses covering multiple aspects of our products and various industry topics. You can easily incorporate your current curriculum and take it to the next level with built-in tools for creating interactive experiences. Take advantage of easy-to-use authoring tools that enable trainers to quickly create engaging courses that increase retention and satisfy all learning styles. Solidify understanding using immersive hands-on practice in an integrated Yardi database, personalized coaching tools, and a variety of assessment types. Encourage further learning with online class discussions, achievements, and the opportunity to self-enroll in new training opportunities. Yardi elearning provides a fully-branded training platform that you can configure to meet your training initiatives. Educate the right people at the right time by creating role-specific learning plans to easily organize and automate deployment of your content. Manage live, in-person and web-based training sessions, track attendance, and follow up with automated assessment options. Empower trainers and supervisors at all levels by creating custom administrative roles, providing direct access to functions and reports as needed. Reduce the amount of time spent on administrative tasks by employing automated notifications. Monitor programs via analytics tools that allow you to drill down to granular details. developed and maintained by product experts Intuitive authoring tools to make real-time changes to online courses and quickly roll out new courses Blended learning system that centralizes your online courses, classroom training events, and webinars Reporting tools to track group-level and individual student progress with detailed drill-down reports Student Dashboard: Learners can view all assigned course tracks and events, along with their achievements. They can also browse catalogs and request to take additional classes. Multimedia format allows for a variety of content including HTML, documents, images, and videos Accessible through all mobile devices and web-browsers 24-hour dedicated IT help desk team included with this fully-hosted solution Activity Reports: Administrators can review high-level course details, including time spent and progress made for every learner in a group, with drilldown to test results, class discussions, and more. 40 Yardi Student Tracks: Learners can view assigned course details and monitor their progress to completion. Yardi 41

25 Software as a Service Key Benefits Seamless integration of new releases and updates Rapid solution implementation and deployment Hardware and network setup and performance monitoring 24/7 accessibility Scalability and protection against outdated technology Lower overall cost of implementation and maintenance Access to expert technical support staff Up-to-the-minute reporting for all properties in your portfolio Rapid, best practices based deployment without the worry of application management or IT maintenance. 42 Yardi Yardi 43

26 YARDI Software as a Service (SaaS) Key Features Real-time, centralized processing Yardi SaaS utilizes more than 10 data centers around the world to enable faster, best practice based deployment of our latest platforms. Taking away the worry of managing applications and maintaining IT networks, SaaS allows you to optimize your Yardi platform with painless upgrades and delivers a preconfigured setup, secure IT infrastructure, 24/7 accessibility, and full business continuity all while reducing your overhead and capital costs. Yardi SaaS deployments include: and remote site linking 128-bit encryption over the Internet SSAE 16 and PCI compliance SaaS SaaS Select With Yardi SaaS, clients share the application but have their own secure database. Yardi manages service packs, plug-ins and new versions, relieving clients of performing upgrades themselves. Each SaaS client benefits from their own secure, best practices configured database and retains the ability to tailor and customize Voyager features to meet their individual needs. Yardi SaaS Select clients have their own installation of the application and their own secure database which offers each client the ability to control their own versions and upgrades. Clients can choose if and when to upgrade, adopt new releases, and install plug-ins and hot fixes. SaaS Select allows clients to create and maintain custom tables and reports and standard interfaces. Full Compliance Our hosting services are fully SSAE 16 (formerly SAS 70) compliant. We submit to a yearly SSAE 16 review and receive an SSAE 16 Service Auditor s Report annually. On-premises security personnel Continuous video surveillance Biometric screening to enter/ Redundancy and Uptime Guaranteed business continuity and disaster recovery Nightly backups and offsite transfer of all data Seismically braced server racks State-of-the-art fire suppression system Weekly server maintenance Around-the-clock monitoring of server operation Battery backups and a fully automatic fail-over standby generator to ensure uninterrupted performance in the event of a power failure 44 Yardi Multiple firewalls exit Yardi Data Centers Primary and secondary data center location for comprehensive DRP (Disaster Recovery Planning) service Yardi 45

27 Leading Business-Wide Real Estate Management Software and Services At Yardi our mission is to provide our clients with superior products and outstanding customer service, while we take care of our employees and the communities where we work and live. With that commitment, Yardi leads the industry in providing full business software solutions for real estate investment management, property management, financial accounting, asset management, and ancillary services. Organizations like yours have been using our proven and mature software with confidence for decades. Yardi Systems, Inc. 430 South Fairview Avenue, Santa Barbara, California phone: Yardi Systems, Inc. All rights reserved. All other trademarks are the property of their respective owners. Printed on recycled paper. CS-BOOK-11x8.5 06/03/2015