Response to Request for Information Software Services July 29, 2015

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1 Response to Request for Information Software Services July 29, 2015 Yardi Systems, Inc. 430 South Fairview Avenue Santa Barbara, California

2 July 29, 2015 Kevin McGlinchey Campus Operations University of Oregon 1276 University of Oregon Eugene, OR Dear Mr. McGlinchey: We are happy to respond to the University of Oregon s Request for Information (RFI) PCS# RFI) for a Computerized Maintenance Management System (CMMS). For more than three decades, Yardi has been focused on developing, implementing, and supporting industry-leading maintenance and financial management software. Our proposed solution, Yardi Voyager Commercial, is the foundation that will allow you to seamlessly support your maintenance and facilities management needs. Our solution and services offer the following benefits:» A commercial off-the-shelf software solution that can address the University s financial and operational management needs with the integration of facilities management and capital construction capabilities» A Yardi-hosted system that is secured, supported, and configured by an experienced and dedicated team of IT professionals and scalable to fit your changing needs» Real-time access to service request data for maintenance technicians in the field, office staff, and constituents» Implementation and training services including data conversion from your incumbent systems» Exceptional client support, implementation, training, and development staff with effective, proven, and qualified resources and methodological grounding We are submitting this proposal in good faith based on our current understanding of the University s software and business needs. Thank you for the opportunity to respond, we look forward to working with you during this project. Your dedicated contact is: Sincerely, Mike Patton National Accounts Executive, Government Services Group Mike.Patton@yardi.com (800) ext office Dan Campbell Vice President, Government Services Group Yardi Systems, Inc. 430 South Fairview Avenue Santa Barbara, CA tel fax

3 Table of Contents 1. Executive Summary Proposed Solution Organization Project Understanding Why Yardi? University Questions... 8 This document contains confidential and proprietary information and is intended solely for the entity and specific purpose for which it was made available and not for any other purpose. No part of this document may be disclosed to any third party without the prior written authorization of Yardi Systems, Inc. Yardi, Yardi Systems, Inc., the Yardi Logo, and the names of Yardi products and services are trademarks or registered trademarks of Yardi Systems, Inc. in the United States and may be protected as trademarks in other countries. All other product, service, or company names mentioned in this document are claimed as trademarks and trade names by their respective companies Yardi Systems, Inc. All rights reserved.

4 Executive Summary Our proposed solution for University of Oregon includes products from our intuitive, browserbased Yardi Voyager suite for real estate asset and financial management. Yardi Voyager will provide real-time reporting and support enhanced performance for your daily maintenance activities. 4

5 UNIVERSITY QUESTIONS 1. Executive Summary 1.1. Proposed Solution Based on our current understanding of your needs, we recommend our Yardi Voyager Commercial platform. Yardi Voyager will drastically reduce or eliminate manual processing and time-consuming accounting and reporting procedures with streamlined workflows and automated, rules-driven maintenance management tasks configured to the University of Oregon s business practices. We propose the following components, all built into a single platform and user interface:» Yardi Advanced Maintenance for managing the complete maintenance lifecycle of your assets including every aspect of maintenance, inspections, fixed assets, and inventory from either a desktop or mobile device» Yardi Construction Management for job costing and capital projects» Yardi Advanced Budgeting and Forecasting for quick, accurate, and flexible forecasts and budgeting based on your capital project and maintenance data» Yardi Energy Solutions for utility billing, energy management, and submeter data management that is built into Yardi Voyager and backed by 24/7 live customer service» Yardi Voyager Commercial for end-to-end accounting, workflow management, reporting, and user security» Yardi ETL for managing and automating data integrations with your external systems, such as SCT Banner 1.2. Organization Yardi is a privately held corporation headquartered in Santa Barbara, California. With more than 4,200 staff in 36 regional offices across North America, Europe, Asia Pacific, and the Middle East, we have been developing and supporting software and services for the real estate industry since Today we support clients in 80 countries managing 8 billion square feet of commercial space and 10 million residential units Project Understanding The University of Oregon Campus Operations is seeking a COTS computerized maintenance management system (CMMS) from a proven and stable provider. The department s 60 staff currently manage maintenance for over 450 buildings. The solution will interface with the University's current document management, workflow, integrated data warehouse, SCT Banner, and external work order source modules. It will allow staff to submit work requests and let the department schedule and report on all types of maintenance in real time from a mobile device. In addition, the new system should increase the department s flexibility in modifying screens and tables, manage floating and complex maintenance schedules, view staff availability, and assist the department in working and assigning resources as efficiently as possible. 5

6 UNIVERSITY QUESTIONS 1.4. Why Yardi? Yardi Government Services Group serves a diverse clientele that includes federal, provincial, state, county, and local government institutions. As a result, our products provide flexible and scalable controls. Although we propose a personalized combination of products that we feel best suits your needs, the University can select from a number of fully integrated options to accommodate present and future goals. The following are some of the factors that make Yardi a preferred provider in our industry:» Experience. With a sizeable public client base, Yardi delivers leading-edge technology and services across a number of governmental disciplines, including education. We have 3,600 employees dedicated to developing, testing, implementing, and supporting our entire inhouse software and services offering.» Stability and Predictability. We are a privately held corporation in its fourth decade with an uninterrupted history of growth. This stability allows us to enhance and expand our products and services constantly.» Industry Commitment. We dedicate more than 75% of our staff resources to software development and support. We participate in national and local trade associations, and more. We believe these priorities and experiences greatly add to the value of our products, providing unique insight into the challenges our clients face.» Environmental Responsibility. We participate in a number of green endeavors both internally and in the community, such as incentives for employee public transit use, carbon-neutral commuter programs, and paperless office initiatives. Our solution itself makes it easier for organizations to be more environmentally responsible.» End-to-End Solution. Yardi Voyager is our single-platform solution for facilities management, inventory control, fixed assets, technician scheduling, mobility, and more to fit your current and future needs.» Transparency and Cost Control. Yardi Voyager creates transparency into your property maintenance processes through superior auditing capabilities and better control over properties, clients/patrons, and assets.» Flexibility and Configuration. Our software is designed to be used out of the box, with extensive self-configuration options and functional flexibility to accommodate the University s specific requirements and policies. 6

7 University Questions On the following pages we respond to the University s questions provided in the RFI. 7

8 2. University Questions (1) As it pertains to this RFI, provide your firm s history and background. Our Company Yardi Systems, Inc. is privately owned by its founder Mr. Anant Yardi. His two sons, Kevin and Jason, hold senior positions within the company. Since 1982 Yardi has provided PC-based solutions for the real estate industry. The company has grown dramatically over the last three decades to become a leading provider of high-performance, mobile, and Web-based real estate technology. Today we employ over 4,000 dedicated professionals in 35 offices throughout North America, Europe, the Middle East, Asia, and Australia. Our headquarters are located in Santa Barbara, California. After working for nearly a decade with federal, state, and local governments, Yardi created the Government Services Group (GSG) in 2011, based in Santa Barbara, to focus exclusively on the needs of governments worldwide. With a strong client base, Government Services Group is poised to provide leading-edge technology and services across a number of governmental disciplines. Throughout its history, Yardi has consistently introduced solutions that use the newest technologies. In recent years, we have developed and released a suite of portal solutions and mobile applications, streamlined our SaaS hosting platform, and added browser-independent capabilities to our flagship Yardi Voyager suite. We adapt quickly to the changing market using our specialized experience and our clients input collected through regular focus groups and client conferences. Our Philosophy Key to our longevity and stature in the industry is the importance Yardi places on relationships, both outside and inside the company. This means listening to our clients and employees and actively seeking their feedback in designing, developing, and supporting our products. We view every client affiliation as a long-term relationship, one in which our goal is to ensure the ongoing satisfaction and goodwill of our clients by providing them with unparalleled products and service. We regard our employees as our most valuable asset. Without the commitment, enthusiasm, and expertise of our employees, Yardi would not be the industry leader it is today. With this in mind, Yardi has created an environment for its employees that empowers, encourages, and challenges them to work to their highest potential so that we can provide our clients with the superior products and service they deserve and expect from us. Our Regard for Community Yardi considers itself an integral part of the communities in which it operates and, by extension, the larger global community. As such, we believe it is vitally important to contribute to the health and wellbeing of those communities, whether by volunteering time and energy to worthwhile causes or financially supporting humanitarian goals. 8

9 (2) Please describe the features of your software solution. Yardi Advanced Maintenance Yardi Advanced Maintenance provides solutions to the following needs identified in the University s RFI:» Asset lifecycle management» A configurable work flow process to track multiple types of capital, facilities and/or maintenance work orders from creation to closure (e.g., issue tickets, preventative maintenance, routine tasks, special projects, etc.)» Robust purchasing and inventory management, integrated with Banner» Preventative maintenance that is time-based or condition-based, determined by observed or measured facts» A mobile technology solution for staff to create, view and update work orders in real time» A mobile technology solution for inventory management» The ability to view staff availability and to schedule and track staff leave and work time. Work hours must be associated with work requests» The ability to organize, maintain and link information to see the history of work performed on specific assets» Strong reporting and management oversight capabilities, including but not limited to: Dashboards Notification alerts Canned reports and ad-hoc reporting features Yardi Advanced Maintenance lets you manage preventative and responsive maintenance tasks for all types of real estate from your desktop or mobile device. This comprehensive solution for facilities management integrates inspections, preventative and reactive maintenance, staff scheduling, and reporting. Streamlined, user-friendly workflows feature intuitive dashboards, calendars, and alerts to speed the maintenance process and ensure exceptional service to your clients. Managers can view employees and assign them to work orders using drag-and-drop functionality. Mobile applications let technicians and facilities managers complete their tasks quickly from anywhere. 9

10 Comprehensive Maintenance Management Yardi Advanced Maintenance provides 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. Service Contracts Yardi Advanced Maintenance gives you flexibility in contracting services by time or by task. Technicians can be assigned multiple skill sets with associated labor rates for each skill set. Each technician can be assigned to one or more properties. You can also link service contracts to a set of PPM tasks and detail the cost per task. Analytics Yardi Advanced Maintenance includes a variety of reports on tasks, service contracts, asset costs, exceptions, and more to help you manage your maintenance workflows efficiently. You can also develop custom reports to address specific needs. Mobile Maintenance Using Yardi Maintenance Manager Mobile, facilities managers can assign schedules, manage maintenance tasks, and track employee locations on a Google map using GPS. The app helps save time, boost efficiency, and increase tenant and resident satisfaction. It supports Android tablets and ipad. 10

11 Yardi Maintenance Mobile allows maintenance technicians to access their assigned work orders from the field. They can create new work orders as needed; add technician labor and inventory to work orders; record time and notes; and complete work orders in real time. By providing convenient online access for maintenance technicians, clients can reduce paper distribution, shorten processing times, and keep information in the property management database up to date. The application supports Android, iphone, ipad, and BlackBerry. Yardi Construction Management and Job Costing Yardi Construction Management and Job Costing provides solutions for the following:» Project management capability that includes budget vs expenditure tracking and management Yardi Construction Management is a browser-based, full-service job costing and receivables system designed to help you efficiently manage all types of development through all phases of construction. 11

12 With Yardi Construction Management, you can easily track all job budgets, budget revisions, job bids, expenses, receipts, draws on construction loans, subcontracts, and more. Yardi Construction Management streamlines operations and increases control over management tasks, so you can expedite completion and maximize the profitability of all your development projects. Strategic Benefits» Automatic over-budget checking» Unlimited database for all job cost records» Drilldown report access to underlying transactions for job cost summary data» Subcontract links to jobs and user-definable subcategories» Ability to select vendors used exclusively for job costing» Improved labor productivity and elimination of manual processes Automated Tracking, Updates, and Charge Creation Yardi Construction Management automatically tracks actual cost totals and compares them to the budget. It updates the job cost and general ledger whenever a transaction is entered, allowing you to catch all charges related to job cost transactions in the system immediately. To bill for a specific invoice or draw, you can automatically create charge amounts based on a user-defined budget amount and a percentage of selected categories. Comprehensive Reporting Yardi Construction Management reports all related change-order budget amounts, amounts billed to date per category, and the draw budget as well as budget, revisions, and bid fields. In addition, overbudget monitoring automatically occurs for every transaction. Increased Flexibility With Yardi Construction Management, you can enter contracts and subcontracts for multiple jobs and/or properties. You can also choose to update the job budget automatically when you enter contract amounts and changes. Yardi Advanced Budgeting and Forecasting Yardi Advanced Budgeting and Forecasting provides budgeting for the following functional need identified in the RFI:» Project management capability that includes budget vs expenditure tracking and management 12

13 Yardi Advanced Budgeting and Forecasting shortens cycle times, drives workforce efficiency, and promotes collaboration during the budgeting, forecasting, and valuation process. Using real-time Yardi Voyager data on property management, financials, and construction management, it automates budget preparation and valuations for an asset portfolio or single property. Automated workflows and multiple versioned budget worksheets let personnel collaborate to complete and communicate revenue, expense, and capital expenditure projections. Yardi Advanced Budgeting and Forecasting supports strategic investment decision-making and assists you in complying with market-to-market accounting standards by producing fast, accurate portfolio valuations and analyses. Users can create and refresh valuations and forecasts from real-time property and lease data without having to rely on manual spreadsheets or imports from other systems. Multi-national and multi-currency capabilities streamline the management of global investment portfolios. Using Yardi Advanced Budgeting and Forecasting, you can calculate discounted future cash flow projections to determine the net present value and internal rate of return for investments you own or are considering acquiring. Budget worksheets make it easy to analyze assumptions and scenarios, and narrative-and-details reporting clarifies amounts and variances. You can project future revenue from rent increases, recoveries, and market leasing assumptions. Using cash flow estimates, integrated MLAs, and property data, Yardi Advanced Budgeting and Forecasting better analyzes risks and helps determine the best solution for your investment. Strategic Benefits» What-if scenarios» Tenant and financial data refreshed with one click» Incremental forecasting» Accurate predictions of market variables» Sensitivity analysis» Real-time variable changes (e.g., cap rate, return formulas) for immediate modeling effect» Accurate revenue projections based on defined leases and MLAs» Unlimited budget revisions, copying, and combining» Collaborative budgeting with integrated security Key Features» Leveraged and unleveraged discount rates, purchase and resale price calculations, detailed debt service, and projected vacancies and credit loss» Revenue forecasting from existing lease data projects recurring charges, recoveries, retail sales, overage and straight-line rents, and vacancy» Custom formulas, budget assumptions, and market leasing assumptions (MLAs) by unit type and occupancy for financial forecasts and projection modeling» Lease data, MLAs, and budgeted recoverable expenses populate estimate calculations» Advanced variance analysis identifies amounts exceeding specified thresholds» Budget-to-actual comparison reporting» Data exchange with Microsoft Excel, CSV files, and Argus with ReXML account mapping 13

14 Job Costing Budgets Yardi Voyager manages job costing budgets for properties in the development stage as well as ongoing budgets for operating properties via Yardi Advanced Budgeting and Forecasting. You can forecast construction costs by adding jobs to your forecasting analyses and budgets. A job refers to a construction project or a phase of a large construction project. If the job already exists in Yardi Construction Management, you can import the job to Yardi Advanced Budgeting and Forecasting and forecast the final cost. Alternatively, if you want to add a job for a property that your organization is considering acquiring, you can set up a new job and budget details directly in Yardi Advanced Budgeting and Forecasting. Job Cost Forecasting Our job cost forecasting functionality makes entering projected costs and monthly budgets easier by automating many tasks and calculations which require manual processes in many other systems. Key job cost forecasting features include:» Forecast Tracking. You can calculate and track project budget forecasts by category and keep a historical record as you reforecast.» S-Curves. When distributing funds to a monthly budget, you can apply a user-defined S-curve formula which will automatically spread the budget into distinct monthly buckets. S-curves must be set up before they can be applied.» Monthly Budgets and Forecasting. This analytic worksheet enables you to preview and edit monthly, quarterly, or annual budgets for the life of the job.» Time Shift. When reforecasting job expenses, you can shift the projected time period to reflect changes in the job schedule.» Page Views and Configuration. You can customize the appearance and display method of the forecasting screen. Yardi Energy Solutions Yardi Energy Solutions provides solutions to the following:» Utility management facility, with the ability to bill various campus units, integrated with Banner Yardi Energy Solutions is the only platform for utility billing, energy management, and submeter data management built directly into Yardi Voyager. Our service organization of energy analysts and customer service representatives, YES Energy Management, offers 24/7 live customer service in the United States and Canada. Our optional energy management services include utility cost recovery, rate and tariff analysis, benchmark reporting, and sustainability solutions. Yardi Energy Solutions lowers utility expenses and supports your green initiatives by reducing energy consumption. It supports both Ratio Utility Billing (RUBS) and submetered utility billing. RUBS can be set up to allocate utility costs based on square footage, occupants, or some combination thereof. Expenses for submetered buildings can be allocated based on actual meter readings with overrides for discrepancies such as master/submeter utility bill differences. Allocated charges are available for preview before posting. All utility charges are posted to the Yardi Voyager database, eliminating the need for error-prone data transfers to and from a separate system. Auto-generated convergent bills 14

15 leverage other tenant billing data in the centralized system; bills can be mailed or ed to tenants or made available via COMMERCIALCafé for ACH or credit card payment. All bills are saved as document attachments for reference. Strategic Benefits» Seamless system eliminates data transfer» Convergent billing ensures timely payment» Move-out estimator maximizes cost recovery» Consumption analysis and alerts identify spikes or allocation discrepancies» Paperless utility invoice processing saves money and time» Dedicated regulatory staff and service team Key Features» Convergent tenant billing with all charges, consumption graphs, and automated delivery» RUBS calculations and full-service submeter readings for maintenance, consumption analysis, and allocations» Invoices scanned into Yardi Voyager» Online access to current and historical convergent bills via COMMERCIALCafé» Online payments with ACH or credit card via COMMERCIALCafé» Energy management services include cost recovery and utility cost reporting» National organization offers submetering services» Customer service call details and recordings (upon request) logged in your Yardi Voyager database for quality control Yardi Voyager Commercial Yardi Voyager provides solutions to the following:» Strong reporting and management oversight capabilities, including but not limited to: Dashboards Notification alerts Canned reports and ad-hoc reporting features» Compliant data privacy and security features (Shibboleth authentication and role-based authority)» Visually well-designed, intuitive and easy to use user interfaces» A scalable platform that can implement and interface additional modules including but not limited to the following: Document management (attachment functionality is included) 15

16 Workflow (workflow functionality is included) Integrated Data Warehouse (reporting and data warehousing functionality is included) A full business solution for enterprises of all sizes, Yardi Voyager streamlines property and financial management to help you enhance the underlying value of your portfolio. Key Features» Integrated accounting and property management functions» Role-based dashboards and critical date notifications» Real-time analytics, dashboards, and business intelligence Yardi Voyager 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. Browser-independent and accessible from any mobile device, Yardi Voyager enables faster and more efficient execution of property operation strategies, driving improved analysis and decision-making and delivering maximum transparency across your business. Document Management Yardi Voyager enables you to upload documents, images, and media files and attach them to any record in the system, including projects, units, vendors, and more. The system administrator can limit supported file types and restrict users access to attachments. Files are date-stamped and include a description, and an analytic search helps users locate specific documents. Workflows Yardi Voyager uses built-in, customizable workflows and multi-level approval hierarchies to support your business processes. To manage recurring projects with consistent patterns, you can create custom workflows and link them to Yardi Voyager screens. You can attach workflows to records manually or configure the system so that a workflow is automatically attached to a record when certain conditions are met. Security parameters can be applied to allow users to access only workflows to which they are authorized. Workflows can be sequential or allow different paths. Each step of the workflow can trigger a notification, business process, or next step. 16

17 Reporting Yardi Voyager ships with more than 700 standard reports. Real-time key performance indicators allow you to analyze information quickly and flexibly. The analytics engine draws up-to-the-minute information directly from the live database. You can drill down to source transactions and sort and analyze data based on meaningful attributes such as asset type, maintenance manager, period, and project. You can export reports to PDF or Microsoft Excel or have the system generate periodic report packages and them to the right recipients automatically. Yardi ETL Yardi ETL provides the integration solutions to the following:» A facility for billing various campus units for work performed, integrated with Banner» Robust purchasing and inventory management, integrated with Banner» Utility management facility, with the ability to bill various campus units, integrated with Banner» Interface additional modules including but not limited to the following: Integrated Data Warehouse (to export) Work order submission from external sources Interfaces with SCT Banner Yardi ETL provides a common export/import utility that extracts data from foreign systems; transforms the data into a logical value recognizable to Yardi table structures; and loads the transformed data into core Yardi Voyager tables so users can view external data in standard Yardi reports. Yardi ETL supports all major data sources in the database. The granular format allows you to pinpoint most tables and fields in the database without writing SQL, web services, or custom import/export scripts. This approach is becoming an industry standard for passing property information to third parties. Yardi ETL is perfect for data conversions and daily feeds or imports. You can perform transfers on demand or schedule them to match the desired frequency and location. Advantages include:» Ability to process large data volumes» Same validation on import as with front-end data entry» Extensive data access 17

18 Key Features:» Two-layer framework with a presentation and application layer» Scheduled and on-demand invocation methodologies» Manual and automated upload options» XML and comma separated values (CSV)» Object mapping screens to allow users to map foreign data elements to Yardi elements» Advanced error logging, auditing, and notification» Purging and archiving of historic data (3) What are the technical requirements to use your software? Include both server (if any) and client. Yardi Voyager is a software as a service (SaaS) platform managed and supported by a dedicated, inhouse Yardi team. In the Software as a Service (SaaS) delivery model, users access software hosted by a provider over the Internet. SaaS is now the delivery model of choice in all industries, as web-based services and service-oriented architecture become more sophisticated. In light of the growing capabilities and associated complexity new software offers, SaaS enables organizations to use leadingedge software without the complex burden of hosting it themselves. Key benefits include:» Easier application and data administration» Tighter security and better performance» Decreased IT costs» More expedient implementation and more effective technical support» Option for automatic updates or ability to determine when upgrades are applied» Easy, seamless addition of ancillary products and new features 18

19 Yardi Cloud Services will set up, maintain, and monitor your servers and environments as well as the hosted network. Yardi hosting includes ongoing data backup, off-site disaster recovery, 24-hour performance and security monitoring, and regular software and hardware upgrades. Clients have a dedicated application installation, determine their own software update schedules. Yardi hosts the software in a shared network environment optimized for performance and security. Dedicated virtual servers and premium disaster recovery are available for an additional fee. (4) Please provide a generic approximate timeline for implementation and list any assumptions. Implementation time can vary based on the depth and detail of the solution. As more specific requirements are received a more definitive time line can be established. For the basic efforts required in this RFI, we estimate that implementation would take between 6 and 9 months from contract award. (5) Describe implementation approaches, particularly as it applies to matching business requirements and existing processes to your software solution. The Yardi implementation approach will provide the following services for the University:» Conversion and upload of data from the incumbent system to the new.» Retention of links between converted data elements (work orders, equipment, buildings, etc.) and existing documents.» Implementation project management» Implementation business process analysis» Training for Application administration, Module configuration and End-users Yardi strives to participate in enduring relationships with its clients, providing integrated solutions that enable them to work more efficiently and profitably today and for years to come. Your selection of any Yardi solution marks the beginning of an ongoing association encompassing implementation services, project management, needs analysis, data conversion, customization, tailored training, and technical support. Yardi Government Services Group (GSG) has the expertise to smoothly guide you through the implementation process, so you experience a timely, successful go-live that will quickly produce the results you want. The following outlines our proven implementation process. 19

20 Yardi GSG is a team of seasoned industry professionals just like you. We are experienced and skilled at integrating our product into even the largest, most strategic businesses. The tasks and deliverables outlined above are a time-tested and reliable approach designed to deliver the solution to your users quickly and efficiently. (6) Describe the maintenance options for your software solution. Yardi Voyager is licensed annually based on the number of designated (named) users and functional modules selected. We offer software updates twice a year for current clients at no additional cost and manage their installation in the Yardi cloud. Our updates are based on client requests, industry trends, and changing legal requirements. Our support team will alert you to relevant updates for your business, and you can choose to skip or delay installation. 20

21 (7) Please provide the names of at least three companies that have implemented your solution that have been using the solution for at least one year. Please provide the company name, contact information, and what solution has been implemented for each of the companies. Reference 1 Company name Contact information Solution Implemented City of Albuquerque Danny Navarez dnavarez@cabq.gov The solution consists of Voyager Commercial SaaS, Advanced Maintenance, and ETL with over 66 designated users. (43 mobile users) Reference 2 Company name Contact information Solution Implemented Presidio Trust Tom Sherman (415) The solution consists of Voyager Commercial SaaS, Advanced Budgeting and Forecasting, Construction, Advanced Maintenance, and ETL with over 100 designated users, more than 100 mobile users and 5 construction users. Reference 3 Company name Contact information Solution Implemented University of Washington Jean Hushebeck jhush@uw.edu The solution consists of Voyager Commercial SaaS, Maintenance, and ETL with over 90 designated users 21

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