we deliver custom software solutions and services to owners and operators of commercial real estate

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2 we deliver custom software solutions and services to owners and operators of commercial real estate

3 CONTENTS PART 1 : OUR VALUE PROPOSITION Our expertise...4 We speak your language...6 We solve problems...7 We bring innovative solutions to the table...8 We work on your terms...9 We re looking for partners, not just clients...10 Hear it from our clients...11 PART 2 : GOLDEN RULES OF ENGAGEMENT The 10 golden rules of engagement...14 PART 3 : CASE STUDIES Net effective rent custom web-based software...18 Business Intelligence data mart & custom reporting...19 Mobile Property Management & leasing app SharePoint journal entry approval workflow...21 See for yourself... 22

4 Part 1 OUR VALUE PROPOSITION

5 Open Box Software 1.1 OUR EXPERTISE We provide an end-to-end solution for our clients. Soup to nuts From working with business to understand the requirements, to design, development, testing, implementation and ongoing support and maintenance. OUR CORE COMPETENCIES WEB DEVELOPMENT Design, implementation and maintenance of custom, web-based solutions Microsoft Gold partner and Microsoft Gold Certified in Application Development Business process automation, workflow, dashbords, ERP and third party integration, payment processing and CRM MOBILE Design, implementation and maintenance of mobile solutions Multi-platform development including native (ios and Android), hybrid HTML and mobile web Integration with cloud-based services, data sources, third-party toolsets and plug-ins 4

6 Part 1 : Our value proposition We want to help you leverage your existing investment in technology whether you want to integrate existing systems and services, or customize your ERPs functionality to meet your organization s unique needs BUSINESS INTELLIGENCE Implementation and maintenance of customized BI solutions Data warehousing and ETL development SharePoint and Microsoft Office integration MICROSOFT SHAREPOINT Architecture and environment setup Design, implementation and maintenance of customized SharePoint solutions Custom development including ERP, data warehouse and 3rd party integration Open Box MRI SUPPORT & SERVICES MRI support MRI customization and upgrades Bank and treasury interfaces MRI database administration specializes in the Microsoft technology stack 5

7 Open Box Software 1.2 WE SPEAK YOUR LANGUAGE From CAM to NNN to RSF, we speak your language. Open Box has been creating custom software solutions for commercial Real Estate owners and operators for over a decade. WE KNOW COMMERCIAL REAL ESTATE, WE CAN HIT THE GROUND RUNNING We can speak the technical detail required by your IT department, just as we understand the business challenges and language of the rest of the people in your organization from Fund Raising to Facilities Management. Bridging these worlds is what Open Box is about doing so with great technology in a fast, innovative and efficient way. All of this means that we immediately understand where you are today and can partner in assisting you to get to where you want to be in the future. 6

8 Part 1 : Our value proposition 1.3 WE SOLVE PROBLEMS In today s challenging economic and operating environments, Real Estate organizations need to maintain a competitive edge through innovation. Some of the challenges we assist our clients with include: Open Box can help you take ideas from the drawing board into reality Automating the lease creation process, lease document generation and e-signing Improving staff productivity with a mobile office Reducing dependency on IT with self-service, custom reporting Improving accuracy of cost allocations across properties and tenants, as well as the speed of reimbursements Electronic payment integration Providing a holistic view of the organization across regions, markets and lines of business Meeting tenant demand for round-the-clock access to information as well as self-service Paperless office initiatives 7

9 Open Box Software 1.4 WE BRING INNOVATIVE SOLUTIONS TO THE TABLE We ve worked with some of the leading names in the global commercial Real Estate industry for the past 12 years and have been privileged to be involved in defining industry best practice, for not only the use of technology, but also business processes. The experienced Open Box team is ready to bring their knowledge to your organization, to help you run a successful project from start to finish. WE PASSIONATELY BELIEVE IN CONSTANTLY STRIVING TO DO THINGS A BETTER WAY Our research and development team is continually experimenting with new technology, feature sets and bleeding edge technology, in order to bring these innovations to our clients. 8

10 Part 1 : Our value proposition 1.5 WE WORK ON YOUR TERMS Open Box provides a range of skills that will complement and augment your internal IT team. WE HAVE FLEXIBLE ENGAGEMENT MODELS THAT FIT IN WITH THE WAY YOU OPERATE We provide resource flexibility for scaling up or down as your business needs change; you can grow and shrink your team as the projects dictate. We can adapt to your preferred project methodology without compromising our tried and tested practices for effectively managing an offshore project. 9

11 Open Box Software 1.6 WE RE LOOKING FOR PARTNERS, NOT JUST CLIENTS We value long-term partnerships based on trust and transparency. OPEN BOX HAS BECOME A TRUSTED ADVISOR TO OUR CLIENTS We earn that trust through: Delivering quality solutions on time every time Effective communication all our clients have a dedicated account manager Creating a remarkable customer experience. And then working hard to improve it 10

12 Part 1 : Our value proposition 1.7 HEAR IT FROM OUR CLIENTS They are the gold standard in customer service. Sandy Mechael Chief Information Officer, Equity One They were able to talk my language about Real Estate. Dean R. Hook SVP & Chief Information Officer, Brixmor 11

13 Part 2 THE 10 GOLDEN RULES OF ENGAGEMENT

14 Open Box Software 1 TAKE RESPONSIBILITY 2 BE ACCOUNTABLE 3 APPRECIATION AND TRUST IS EARNED 4 MAKE A POSITIVE IMPACT 5 KEEP GROWING & LEARNING 14

15 Part 2 : The 10 golden rules of engagement 6 KEEP PROMISES 7 VALUE ONE ANOTHER 8 WE SUCCEED TOGETHER 9 HAVE A SOCIAL CONSCIENCE 10 HAVE FUN 15

16 Part 3 CASE STUDIES

17 Open Box Software 3.1 NET EFFECTIVE RENT CUSTOM WEB-BASED SOFTWARE THE BUSINESS CASE The client wanted to automate the spreadsheet model that they used to analyze, compare and evaluate leasing deals. Off-theshelf solutions available did not meet all of their key requirements. THE SOLUTION Open Box developed a custom, web-based application to facilitate the analysis of leasing deals, approval workflow and reforecast comparison. Deal analysis included dynamic compilation of cash flows, net effective rent calculations and the ability to produce multiple deal versions for cross-comparison. THE BENEFITS Leasing staff work more efficiently; automation has shifted their focus from data capture to deal management Improved data integrity through automated integration Standardization of business processes across regions Improved trend analysis and management reporting 18

18 Part 3 : Case studies 3.2 BUSINESS INTELLIGENCE DATA MART & CUSTOM REPORTING THE BUSINESS CASE The client did not have timeous access to report information due to limited reporting capabilities of the ERP, the need to limit ERP access at peak times, a high overhead to produce custom reports and the necessity of manually manipulating monthly report data. THE SOLUTION Open Box created a data mart which provides an intermediate store of operating data as well as customizable reports which run off the data mart. Management information is output to SharePoint dashboards. Information used for reporting and other applications is now being retrieved in an optimized manner. THE BENEFITS Improved ERP performance Improved data security Improved accuracy of information Immediate access to management information Reduction in time spent generating monthly reports 19

19 Open Box Software 3.3 MOBILE PROPERTY MANAGEMENT & LEASING APP THE BUSINESS CASE The client wanted its Leasing and Property Management teams to have access to property information and key functionality while onsite or on the road, yet without being dependant on wireless connectivity. THE SOLUTION Open Box developed an ios app, which may be used on both ipad and iphone devices and integrates with cloud storage. Property Managers can complete property inspections onsite (attaching photos and signing with the touch screen) as well as turn property lighting on and off remotely. Leasing teams have access to property information, marketing material, directions to properties using GPS as well as the ability to create driving tours between multiple properties. THE BENEFITS Improved mobility and access to information Offline availability and synchronization User control over data charges Multiple levels of data security 20

20 Part 3 : Case studies 3.4 SHAREPOINT JOURNAL ENTRY APPROVAL WORKFLOW THE BUSINESS CASE The client required assistance to implement new controls for its journal entry approval process that was taking place in SharePoint THE SOLUTION In conjunction with an existing upgrade to SharePoint 2013, Open Box created a new SharePoint site, hosting the journal entry approval workflow and document library. The workflow assigns new journal entries to an approver group according to the client s complex approval framework SharePoint s notification of items pending approval, approvals and rejections Microsoft Outlook integration enables approval within Outlook THE BENEFITS Risk reduction due to improved controls Improved speed and ease of approval due to Outlook integration Access control with Active Directory integration 21

21 Open Box Software SEE FOR YOURSELF We would love to set up some time to discuss how Open Box could assist your organization. TELEPHONE WEBSITE We look forward to hearing from you 22

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