YARDI Investment, Asset & Property Management Platform
Facilities Management Overview
January 23, 2013
FACILITIES MANAGEMENT ROADMAP
Facilities Management Offering
Core Maintenance
Fixed Assets
(add-on module)
Inventory Control
(add-on module)
Inspections
(Q1, 2013)
Advanced Maintenance
(Q2/Q3, 2013)
FACILITY MANAGEMENT
Scheduled
Maintenance
Adhoc/tenant
Maintenance
Service Request
AR Charges
Works Order
AP Invoices
Recurring Works
Order
Service Contract
Purchase Order
YARDI FACILITY MANAGEMENT
Voyager Core -Maintenance
MAINTENANCE
Benefits of Maintenance in Voyager
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Work Order Management with an emphasis on efficient data entry
End to end processing for maintenance request
Assignment of work to the relevant employee
View status update with compatible mobile applications
Time based escalation for urgent Works Order
Track incident type based on volume and cost
$ Based Approvals in Purchase Order
Fully integrated with Accounts Payable
Purchase Order Management
Mobile Technician App
FACILITY MANAGEMENT
Adhoc /Tenant Maintenance
ADHOC / TENANT MAINTENANCE – CREATES SERVICE REQUEST
When receive a call from tenant requesting services, we can check if
it is a reported issue or new issue on Work Order Dashboard. If new
order is required, we can add Service Request from the Dashboard.
ADHOC / TENANT MAINTENANCE – CREATES SERVICE REQUEST
Normally, a helpdesk create a service request whenever an new issues reported. Simplify
screen allow helpdesk key in the important info quickly. Subsequently, a Works Order will be
created automatically.
Enter the Basic Details obtained
from the caller
Search Option is also there to fill
the contact details
History can be triggered
Enter
- brief description
- Category
- SubCategory
- Priority
- WO Template
- Problem Description
- Notes for accessing Premises
All these fields are optional
ADHOC / TENANT MAINTENANCE – WORK ORDER
Works Order created provides the assignment of labor for the completion of the job.
Segregation of WO into categories provides the dimension for analytic reports based on
volume and cost.
All the details defaulted from
Service Request.
You can edit it to modify
Enter additional required details
ADHOC / TENANT MAINTENANCE – WORK ORDER
Select the appropriate labor to work on the WO with scheduled time. Employee fill in the
actual date time to complete that WO. Labor charges will be automatically calculated based
on the setup.
ADHOC / TENANT MAINTENANCE – WORK ORDER
Workflows can be created to run through the mandatory steps of a WO approval.
ADHOC / TENANT MAINTENANCE – MOBILE MAINTENANCE
Works Order Mobile App (iOS, Android, BlackBerry)
Works Order can be attended to by the on site team with their smart phones when a WO is
created and assigned to them in the headquarters.
On-site team can attach photos, input material and Labor info through the smart phones.
Moreover if new WO can be created through smart phones app.
ADHOC / TENANT MAINTENANCE – WORK ORDER
Vendor
In the event that an external vendor is required to rectify this WO, select the vendor and
attach the vendor quote to the WO.
ADHOC / TENANT MAINTENANCE - PURCHASE ORDER
Purchase orders is raised to requisite services from vendors or materials to restock the
inventory (Inventory Module is used). Workflow can be configured to restrict the approval of
PO based on the organization financial regulations.
If PO is created from WO, WO# will be shown on the PO
ADHOC / TENANT MAINTENANCE – POST WORK ORDER
Works Order is integrated with AR Charges and AP payable. One the WO is completed, it is a
simple process to create Unposted Payable Batches and Charge Batches by doing Post Work
Order.
Post Work Order creates Unposted Payable and Charge
Batches
Can post all Work Orders for a Property or can enter a single
Work Order Number or combination of different filters
Select the filter criteria as per your requirement.
MAINTENANCE – WORK ORDER MONITORING
All WO can be monitored and acted upon in the WO dashboard. Escalation logic can be
configured to ensure that critical WO is resolved timely.
e.g. Supervisor can use unassigned only option and Status to find out all the unassigned WOs.
MAINTENANCE - WORK ORDER ANALYTICS & REPORTING
WO Analytics provides many different Reports and grouping criteria for user to do WO
analysis. With different combination of filter and grouping, there are more than 30 analytic
reports. Work Order analytics reports are useful because you can summarize them by
different values such as property, vendor, category, and so on. Some reports provide graphic
displays of the data.
MAINTENANCE - WORK ORDER ANALYTICS & REPORTING
Period Overview
The Period Overview report is several reports combined into one report. It shows the Period
Activity, Average Per Day, Completed Activity by Category, and Completed Activity by Priority.
MAINTENANCE - WORK ORDER ANALYTICS & REPORTING
Cost Analytics
Analytics for WO can be done to determine common or most expensive causes of failure and
allows the execution of data backed decision.
MAINTENANCE - WORK ORDER ANALYTICS & REPORTING
Labor Analytics
Analytics for labor can be done to assess productiveness and responsiveness of the property
management team.
YARDI FACILITY MANAGEMENT
Scheduled Maintenance
SCHEDULED MAINTENANCE
Service contract and Recurring Work
Order is used in Maintenance to
management those schedule
maintenance.
SCHEDULED MAINTENANCE – SERVICE CONTRACT
A service contract is an agreement with a service provider that specifies a service to be
provided, at regular intervals, at an agreed upon price. Service contracts may be for a fixed
period of time, or they may be open-ended. Voyager Service Contract streamlines the
implementation and management of service contracts. Recurring services, such as snow
removal, trash pick-up, and cleaning, are efficiently managed using service contracts.
SCHEDULED MAINTENANCE – SERVICE CONTRACT
After creating service contracts you can post them and create purchase orders. It can be done
in monthly base. Multiple Service Contract can be posted in 1 time.
SCHEDULED MAINTENANCE – SERVICE CONTRACT
In a single database, we can check all the related PO and Payable in review Service Contract.
For the detail, it just required to click into the PO# or Payable#. It helps manage the Service
Contract more efficiency.
SCHEDULED MAINTENANCE – RECURRING WORK ORDER
Recurring Work Order can be raised for periodic maintenance services by internal staffs. It can
be scheduled in daily, weekly, monthly or yearly.
SCHEDULED MAINTENANCE – RECURRING WORK ORDER
Normal Work Order will be automatically created when Recurring Work Order is posted. We
can post Recurring Work Order for multiple properties in 1 time.
YARDI FACILITY MANAGEMENT – INVENTORY CONTROL
Inventory Control
(add-on module)
INVENTORY CONTROL MODULE
Benefits of Inventory Control in Voyager
• Ability to maintain and track stock at various locations with
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reorder levels and historical usage reporting
Maintain and track stock at multiple locations.
Easily replenish stock based on reorder levels.
Advanced inventory usage analysis and historical usage
reporting.
Barcode Scanner available for POs, WOs, and Annual Counts.
INVENTORY CONTROL MODULE
Other Inventory Control Functions:
• Inventory Disposals
• Inventory Check In/Out
• Inventory Transfer
• Physical Inventory
• Bar Coding
• Inventory Analytics
INVENTORY CONTROL MODULE
By using Inventory module, In house material stocked can be used for the completion of the
WO. Material and material cost can be entered in the creation of the WO.
INVENTORY CONTROL MODULE
With Inventory module, we can check the inventory in different locations.
INVENTORY MODULE
Keeping the Inventory information, system will suggest you to do the re-order inventory and
generate PO easily.
YARDI FACILITY MANAGEMENT – FIXED ASSETS
Fixed Assets
(add-on module)
FIXED ASSETS
With Fixed Assets module, Recurring Works Order and Work Order can be raised for fixed
assets to address routine maintenance and servicing.
FIXED ASSETS
Fixed Assets Master keeping the Depreciation info and Warranty info:
FIXED ASSETS
Asset Group can be used to handle the Fixed Asset hierarchy:
FIXED ASSETS
Fixed Asset Analytics provide a multiple reports to review the Fixed Asset info.
e.g. search all the Fixed Asset by a Asset Group, Asset Type or Tracking Id.
Moreover you can define the report details by click different options.
FIXED ASSETS
Other Benefits of Fixed Assets in Voyager
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Depreciation Management
Administration of Asset information and location.
Full Depreciation Management Solution
Forecast future depreciation before hitting the GL
Track location and warranty information
YARDI FACILITY MANAGEMENT – INSPECTIONS
Inspections
(add-on module)
Q1, 2013 availability
INSPECTIONS
Benefits of Inspections
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Flexible tool to schedule and manage inspections also allows easy to create
templates
Records cost quotes and creates work orders directly from the inspection
screen
Generates notification letters on inspection results and follow-up scheduling
Support for blackberry, android and iOS platform devices
An inspector can view, annotate and complete an inspection from their
mobile device
Support for pictures and voice notes
Ability to view an inspection location on a map
An inspector can view, annotate and complete an inspection from their
mobile device
Support for pictures and voice notes
Ability to view an inspection location on a map
INSPECTIONS
Inspections Module
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Add-on Module
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Allows multiple types of inspections
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All inspections stored in Voyager and linked to a property,
unit or asset
Mobile Inspections App
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Used to perform inspections in the field
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New Inspections can be created in the field as well
Commercial Use
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Compliance Inspections
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Due diligence inspections
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Maintenance inspections
INSPECTIONS
INSPECTIONS
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Flexible tool to schedule and manage inspections also allows easy to create templates
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Records cost quotes and creates work orders directly from the inspection screen
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Generates notification letters on inspection results and follow-up scheduling
INSPECTIONS - MOBILE
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Support for blackberry, android and iOS platform devices
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An inspector can view, annotate and complete an inspection from their
mobile device
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Support for pictures and voice notes
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Ability to view an inspection location on a map
YARDI FACILITY MANAGEMENT – ADVANCED MAINTENANCE
Advanced Maintenance
(add-on module)
Q2 – Q3, 2013 availability
ADVANCED MAINTENANCE
Benefits of Advanced Maintenance in Voyager
• Robust Preventative Maintenance (PPM) solution
• View and schedule employees to work orders using
drag and drop.
• Supervisor Mobile App - Schedule WOs to
employees and track employee locations via GPS on
a Google map
SUMMARY - COMPLETE REAL ESTATE “LIFE CYCLE” PLATFORM
Key Features
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Single System, One Database Architecture
Productivity Improvements
Full Integration
• Eliminate Data Transfer and Unnecessary Interfaces
• Automate Approval Workflows
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Eliminate Data Duplication
• Images in One Universally Available Location
• Vendors, Property, Accounts, Tenants in Single Location
• Full Integration
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Eliminate Release Control and Qualification Headaches
Realize Benefits of Single Fully Integrated Solution Stack
• Productivity Advantage from Full Integration
• Price Advantage from Economies of Scale
• Competitive Advantage from Rapid Error Free Deployment
THANK YOU
Thank You