Smarter Solutions for Places that Matter - Yardi
Smarter Solutions for Places that Matter - Yardi
Smarter Solutions for Places that Matter - Yardi
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YARDI Commercial Suite <br />
<strong>Smarter</strong> <strong>Solutions</strong> <strong>for</strong> <strong>Places</strong> <strong>that</strong> <strong>Matter</strong>
YARDI VOYAGER <strong>for</strong> Commercial<br />
A comprehensive plat<strong>for</strong>m of web-based property management<br />
and accounting tools <strong>for</strong> commercial real estate including office,<br />
retail, and industrial portfolios.<br />
YARDI Orion <strong>for</strong> SharePoint ®<br />
The <strong>Yardi</strong> Orion <strong>for</strong> SharePoint plat<strong>for</strong>m will revolutionize the way<br />
you do business by leveraging your Voyager data to provide real<br />
estate-specific business intelligence, document management,<br />
and portals.<br />
YARDI Commercial Suite <br />
An innovative suite of products designed to extend your property<br />
management plat<strong>for</strong>m to manage the entire commercial<br />
real estate life cycle, including budgeting and <strong>for</strong>ecasting,<br />
procurement and invoice processing, and customer relationship<br />
management.<br />
hhYARDI Advanced Budgeting & Forecasting <br />
hhYARDI CRM <br />
hhYARDI Procure to Pay <br />
YARDI VOYAGER <strong>for</strong> Commercial<br />
From small portfolios to large global enterprises, Voyager<br />
automates processes with role-based dashboards, workflows,<br />
critical date notifications and analytics to help increase efficiency<br />
and improve decision making. The Voyager plat<strong>for</strong>m combines<br />
commercial property management and accounting with<br />
ownership, financials, budgets, <strong>for</strong>ecasts, construction and<br />
maintenance <strong>for</strong> a holistic view of your portfolio.<br />
Key Features<br />
hhControlled administration of leases and amendments<br />
hhIntegrated accounting and leasing functions<br />
hhRole-based dashboards and critical date notifications<br />
hhLease option management with encumbrance tracking<br />
hhSimplified setup of complex expense recoveries<br />
hhComplete retail percentage rent calculations<br />
hhEasy straight-line rent adjustments <strong>for</strong> FAS 13<br />
hhReal-time analytics, dashboards, and business intelligence<br />
hhSupports multiple currencies and languages<br />
hhAdheres to GAAP and local taxation requirements<br />
hh24/7 access to real-time data via <strong>Yardi</strong> mobile apps<br />
Role-Based Dashboard<br />
The commercial dashboard maximizes efficiency and<br />
transparency by allowing you to see property tasks and<br />
per<strong>for</strong>mance in a single user-friendly interface. Your property<br />
managers can track critical dates, pending lease workflow<br />
actions, work orders summaries, and access to key reports like<br />
stacking plans. All with the ability to drill-down to transaction level<br />
detail.<br />
Sunrise Tower - Commercial Property Manager Dashboard<br />
Wednesday, August 11, 2010<br />
Sunrise Tower - Commercial Lease Property Administration<br />
Manager Dashboard<br />
Space / Facilities<br />
Current Wednesday, Leases August 11, 2010<br />
Lease Administration 27<br />
Space / Facilities<br />
Current Leases 27<br />
Property comoff01 Go<br />
Lease Expirations within Date Range 0<br />
Stacking - Encumbrances Encumbrances Overview<br />
Property comoff01 Go<br />
Lease Expirations within Date Range 0<br />
Stacking - Encumbrances Encumbrances Overview<br />
Future Activated Leases 0<br />
- Area Measurement<br />
Date Range<br />
Future<br />
08/11/2009<br />
Activated<br />
09/11/2009<br />
Leases 0<br />
Stacking - Occupancy Area Measurement<br />
Date Range 08/11/2009 09/11/2009<br />
Pending New Leases 1<br />
Receivables<br />
Tasks / Approvals <strong>for</strong> sa<br />
Pending Renewals 0<br />
Total Units 46<br />
Pending New Leases 1<br />
Receivables<br />
Holdover Lease 0<br />
Available Units 1<br />
Tasks Pending with Date Range 0<br />
Tasks / Approvals <strong>for</strong> sa<br />
Pending Renewals Ready to Activate Amendments 0<br />
Total Units 46<br />
0<br />
Tasks Past Due 3<br />
Other Pending Amendments 0<br />
Approvals Pending within Date Range 0<br />
Holdover Lease<br />
Option Expirations within Date Range<br />
0<br />
Available Units 1<br />
0<br />
Tasks Pending with Date Range 0<br />
Approvals Past Due 27<br />
Work Orders / Purchase Orders<br />
Option Latest Notice within Date Range 0<br />
Create Task Ready to Activate Amendments 0<br />
Pending Work Requests 4<br />
Tasks Past Due 3<br />
Indexation within Date Range 1<br />
Indexation (Late) 6 Completed WO Followup 0<br />
Other Pending Amendments 0<br />
Approvals Pending within Date Range 0<br />
Open Purchase Orders 98<br />
Option Expirations within Date Range 0<br />
Approvals Past Due 27<br />
Current Leases - 08/11/2010 Calendar Critical Dates<br />
Work Orders / Purchase Orders<br />
Option Latest Floor Area Notice within Date Range 0<br />
Tenants<br />
Create Task<br />
10% 20% 30% 40% 50% 60% 70% 80% 90% 100%<br />
Pending Work Requests 4<br />
Property<br />
Indexation<br />
Id Customer<br />
within<br />
Id<br />
Date Range<br />
Lease Name (Id) Lease Type<br />
1 Expiration<br />
Mortgage.com<br />
Date<br />
Area<br />
Mortgage.com<br />
Floor9 13,400<br />
950A<br />
950A<br />
commoff01 London & Pariah, CPA( t0000009 ) 950A - 7,844 - 4/30/2008 Office - Net 10/31/2011 3,672.0000<br />
950D - 5,844 - 4/30/2008<br />
Indexation (Late) 6 Completed WO Followup 0<br />
commoff01 Kirkland Systems ( t0000012 ) Office - Net MULTIPLE 01/31/2011 2,122.0000 Pearl Insurance<br />
DC Publishing [1]<br />
DC Publishing [2]<br />
Donaldson Agency [4]<br />
DC Publishing [5]<br />
Floor8 13,280<br />
850D<br />
Brokerage [3]<br />
commoff01 Fortune Employment 850A Services( t0000014 ) 860B<br />
Office - Net 08/31/2011 2,886.0000<br />
860D<br />
880C<br />
850D - 3,166 - 3/31/2007<br />
860B<br />
commoff01 Destination Travel( t0000015 ) Office - Net 02/29/2012 Open 1,432.0000<br />
Law Offices of Kellerman Purchase Law Orders Offices of<br />
98<br />
Law Offices of Kellerman & Graff<br />
E & T Corporation<br />
commoff01 Colton Insurance Services( t0000017 ) Office - Net & Graff [6] 10/31/2010 Digital 5,466.0000 Systems [7] Kellerman & Graff<br />
Floor7 13,058<br />
750A<br />
790D<br />
750B<br />
750C<br />
[8]<br />
commoff01 Tally Engineering( t0000015 750A - 4,356 ) - 3/31/2011<br />
Office - Net 12/31/2013 4,120.0000<br />
790D - 3,364 - 9/30/2008<br />
750B<br />
commoff01 Law Offices of Krandle Unger & Insurance Gold( t0000020 Services ) Unger<br />
Office<br />
Insurance<br />
- Net<br />
French<br />
03/31/2013<br />
& Millner, CPA<br />
7,572.0000<br />
Tarmac Agency<br />
Tarmac Agency<br />
French & Millner, CPA [11]<br />
commoff01 Floor6 13,374Wilshire Publishing( t0000021) 650A<br />
Services Office - Net [9] 03/31/2012 [10]<br />
6,094.0000<br />
[12]<br />
670<br />
Current Leases - 08/11/2010 Calendar Critical Dates<br />
650D<br />
640A - 4,210 - 10/31/2005<br />
650B<br />
650C<br />
660D<br />
670C - 2,943 - 4/30/2014<br />
Law Offices of Staf<strong>for</strong>d & Somersby<br />
MULTIPLE<br />
MULTIPLE<br />
MULTIPLE<br />
MULTIPLE [14]<br />
Floor5 13,246<br />
550A<br />
550B<br />
550D<br />
550C<br />
560B<br />
550A - 2,674 - 3/31/2013<br />
550B - 3,410 - 3/31/2013<br />
550D - 4, 120 - 1/1/2100<br />
Sterk, Cooke<br />
Fidelity Escrow -<br />
Sterk, Cooke & O’Neill, CPA<br />
Expert Employment Services<br />
& O’Neill,<br />
Property Id Customer Id Lease Name (Id) Lease Type<br />
Expiration<br />
MULTIPLE [16] Fidelity Escrow - Washington DC [17] Washington DC<br />
Floor4 13,086<br />
450B<br />
450C<br />
CPA [15]<br />
Date<br />
Area<br />
450D<br />
460A<br />
[18]<br />
450B - 3,524 - 9/30/2006<br />
450C - 2886 - 12/31/2006<br />
450A<br />
460D<br />
MasterWriter, Inc<br />
MasterWriter, Inc<br />
MasterWriter, Inc<br />
MasterWriter, Inc<br />
commoff01 London & Pariah, CPA( t0000009 ) Floor3 13,380<br />
350AOffice - Net 10/31/2011 350B 3,672.0000 350C<br />
350D<br />
350A - 3,502 - 1/31/2007<br />
350B - 3,466 - 1/31/2007<br />
350C - 3,212 - 1/31/2007<br />
350D - 3,200 - 1/31/2007<br />
commoff01 Kirkland Systems ( t0000012 ) Office - Net 01/31/2011 Trenton 2,122.0000<br />
Talent Agency<br />
Beeker Group Beeker Group<br />
Trenton Talent Agency<br />
Trenton Talent Agency [22] SRS Legal Group Thomas Import/<br />
[21]<br />
Floor2 13,358 Architects [20] Architects [20]<br />
250C<br />
260C<br />
[23]<br />
Export [24]<br />
250D<br />
250A<br />
250B<br />
250C - 3,352 - 2/28/2010<br />
270A<br />
280A<br />
commoff01 Fortune Employment Services( t0000014 ) Office - Net 08/31/2011 2,886.0000<br />
Dodd and<br />
MULTIPLE<br />
Marshall Advertising<br />
commoff01 Destination Travel( t0000015 ) Floor1 13,176 Associates Crisis Mediation Office [26] - Net DC Travel [27] 02/29/2012 1,432.0000<br />
170D<br />
180B<br />
[25]<br />
150D<br />
170A<br />
170D - 4,660 - 2/28/2012<br />
180B - 4,012 - 11/30/2014<br />
150B<br />
commoff01 Colton Insurance Services( t0000017 ) Office - Net 10/31/2010 5,466.0000<br />
No<br />
M to M 2010 2011 2010 2013 2014 2015 2016 2017 2018 2019 >2019<br />
commoff01 Tally Engineering( t0000015 ) Encumbrances Office - Net 12/31/2013 4,120.0000<br />
commoff01 Law Offices of Krandle & Gold( t0000020 Area ) Expiring 0 0 Office 11,826 7,572 - Net 9,610 6,084 11,316 03/31/2013 0 0 0 7,572.0000<br />
0 0 0<br />
% Expiring 0.00% 0.00% 9.91% 6.34% 8.05% 5.10% 9.48% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%<br />
commoff01 Wilshire Publishing( t0000021) Office - Net 03/31/2012 6,094.0000
Comprehensive Lease Management<br />
Automated Lease Administration<br />
The Voyager lease administration system <strong>for</strong>ms the backbone of<br />
the commercial billing process, which accommodates indexation,<br />
complex recoveries, retail overages, non-currency leases, and<br />
much more. The automated leasing workflow allows lease<br />
administrators to set up terms of complicated industrial, office,<br />
and retail leases and amendments, while reviewers can compare<br />
the abstract to the actual legal documentation be<strong>for</strong>e activation.<br />
All lease modifications such as expansion, contraction, relocation,<br />
holdover or renewals are stored with the lease details <strong>for</strong> easy<br />
drill-down and historical reference. Leases can be organized by<br />
customer making the billing and analysis of multiple leases <strong>for</strong><br />
national tenants simple.<br />
PROPERTY/SPACE<br />
PROSPECTS/CONTACTS<br />
CUSTOMER/COMPANY<br />
LEASE<br />
RENT<br />
Renew/Escalations<br />
Straight-line Rent<br />
AMENDMENTS<br />
Lease<br />
Clauses<br />
RECOVERIES<br />
Expense Books<br />
Reconciliation<br />
OPTIONS<br />
Expansion/Contraction<br />
Renewal/Termination<br />
ROFO/ROFR<br />
RETAIL<br />
Sales<br />
Percent Rent<br />
Advanced Retail<br />
Voyager makes it simple to track sales and charge percentage<br />
rents. The tenant retail parameters allow you to easily define sales<br />
types, reporting and billing frequencies and breakpoints, including<br />
an automatic calculation of natural breakpoints. The overage<br />
function automatically calculates and creates your percentage<br />
rent charges. Retail analytics provide up-to-the-minute reporting<br />
on sales, comparing MTD, YTD, Moving Annual Total (MAT) and<br />
calculates tenant occupancy costs.<br />
Streamlined Recoveries<br />
Voyager automates the recoveries process. You can configure the<br />
varying numerators and denominators, base years, caps, grossups,<br />
and management fees <strong>for</strong> the terms defined in the lease.<br />
And because the calculations differ <strong>for</strong> each tenant, Voyager<br />
will eliminate the daunting job of reconciling all variables and<br />
compiling an accurate accounting of what your tenants owe. The<br />
billing results are invoiced to your tenant in an easy-to-understand<br />
<strong>for</strong>mat <strong>that</strong> will help reduce tenant billing disputes and increase<br />
cash flow.
Analyze your portfolio per<strong>for</strong>mance by property or utilize<br />
user-defined property attributes <strong>for</strong> consolidated views.<br />
Commercial Dashboard<br />
Portfolio Reporting<br />
Real-Time Analytics<br />
Designed to meet the needs of managers who want to analyze<br />
in<strong>for</strong>mation in a fast and flexible way, <strong>Yardi</strong> Analytics are a new<br />
breed of reporting tools <strong>that</strong> enables real-time key per<strong>for</strong>mance<br />
indicators. Analytics are built to facilitate drill-down to source<br />
transactions, and flexible enough to slice and dice property data<br />
by attribute like portfolio, region, period, and currency.<br />
Portfolio Rent Roll<br />
comret01<br />
29.41%<br />
comoff02<br />
23.53%<br />
Budget Comparison Income Statement AR Aging Occupancy Summary Lease Expirations Office Expirations<br />
Expiring Lease<br />
comret02<br />
5.88%<br />
comret03<br />
17.65%<br />
comseg02<br />
17.65%<br />
comoff01<br />
17.65%<br />
comret01<br />
29.41%<br />
0 10000 20000<br />
Dec Jan Feb Mar Apr May Jul Aug Sep Oct Nov<br />
Property Name Unit(s) Area<br />
Total<br />
2009 2010 2010 2010 2010 2010 2010 2010 2010 2010 2010<br />
comoff01 Sunrise Tower 4 9,824.00 1 1 1 3<br />
comoff02 Roosevelt Tower 6 15,190.00 2 1 4<br />
1<br />
comret01 Bakery Square 5 8,082.00 1 5<br />
1 1 1<br />
comret02 Fairmont Plaza 1 1,050.00 1<br />
comoff02<br />
comret03 Prudential Plaza 1 1,050.00 1<br />
23.53%<br />
comseg02 Cherry Creek Center 3 3,000.00 1 1 3<br />
Grand Total 20 38,196.00 1 2 17<br />
2 1 4 1 2<br />
Portfolio Reports<br />
comoff01<br />
comoff02<br />
comret01<br />
comret02<br />
comret03<br />
comseg02<br />
Expiring Area<br />
Commercial Dashboard<br />
Portfolio Rent Roll<br />
Property Analysis<br />
Drill down from portfolio reports to view source<br />
affusda^cnoff01<br />
transactions and analyze property per<strong>for</strong>mance.<br />
Property Client Recoverability<br />
Book Accrual<br />
Country Schedule<br />
Account Tree ysi_is<br />
Distract Manger<br />
Account Node 41100000^4100<br />
Fund Objective<br />
Period<br />
01/2008 to 01/2008<br />
Industrial<br />
Report Type Budget Comparison<br />
Grid Graph Decimals Detail ✓ Suppress Zero ✓<br />
Summary By Country<br />
Budget Comparison Income Statement AR Aging Occupancy Summary Lease Expirations Office Expirations<br />
Expiring Lease<br />
PTD Actual PTD Budget Variance % Var YTD Actual YTD Budget Variance % Var<br />
Canada<br />
Airport Plaza (cnoff01) 272,908 60,396 212,512 352 272,908 60,396 212,512 352<br />
Otts Mall (cnret01) 252,928 76,039 176,889 233 1,068,446 76,039 992,407 1,305<br />
Total Canada 525,836 136,435 389,401 285 1,341,354 136,435 1,204,919 883<br />
US<br />
Central Business park (comind01) 174,388 203,993 -29,606 -15 174,388 203,993 -29,606 -15<br />
Central Storage (comid02) 163,369 169,627 -6,257 -4 163,369 169,627 -6,257 -4<br />
Sunrise Tower (comoff01) 533,257 303,543 229,714 76 533,257 303,543 229,714 76<br />
Roosevelt Tower (comoff02) 546,855 0 546,855 N/A 546,855 0 546,855 N/A<br />
Bakery Square (comret01 125,587 109,957 15,630 14 125,587 109,957 15,630 14<br />
Fairmont Plaza (comret02) 259,332 134,012 125,320 94 259,332 134,012 125,320 94<br />
Prudential Plaza (comret03) 131,897 0 131,897 N/A 131,897 0 131,897 N/A<br />
Cherry Creek Center (comseg01) 29,355 0 29,355 N/A 29,355 0 29,355 N/A<br />
Cherry Creek Center (comseg02) 29,435 0 29,435 N/A 29,435 0 29,435 N/A<br />
Total US 1,993,474 921,132 1,072,342 116 1,993,474 921,132 1,072,342 116<br />
Grand Total 2,519,310 1,057,566 1,461,744 138 3,334,828 1,057,566 2,277,262 215<br />
comret02<br />
5.88%<br />
comret03<br />
17.65%<br />
comseg02<br />
17.65%<br />
comoff01<br />
17.65%<br />
PDF<br />
Excel<br />
Display<br />
hhAnalyze by attribute, entity, GL book, segment, period<br />
hhDrilldown from summary to source transaction<br />
hhPublish to PDF or Excel<br />
hhEmail report packages automatically<br />
hhCreate your own KPIs with custom analytics<br />
hhOptimized <strong>for</strong> fast results<br />
Commercial Analytics<br />
Property Name Unit(s) Area<br />
Dec<br />
2009<br />
Jan<br />
2010<br />
Feb<br />
2010<br />
Mar<br />
2010<br />
Apr<br />
2010<br />
May<br />
2010<br />
Jul<br />
2010<br />
Aug<br />
2010<br />
comoff01 Sunrise Tower 4 9,824.00 1 1 1 3<br />
comoff02 Roosevelt Tower 6 15,190.00 1 2 1 4<br />
comret01 Bakery Square 5 8,082.00 1 1 1 1 5<br />
comret02 Fairmont Plaza 1 1,050.00 1<br />
comret03 Prudential Plaza 1 1,050.00 1<br />
comseg02 Cherry Creek Center 3 3,000.00 1 1 3<br />
Grand Total 20 38,196.00 1 2 17<br />
2 1 4 1 2<br />
comoff01<br />
comoff02<br />
comret01<br />
comret02<br />
comret03<br />
comseg02<br />
Expiring Area<br />
<strong>Yardi</strong> Analytics include comprehensive commercial property<br />
and portfolio reporting. From owner reports to internal exception<br />
and management reporting, the suite of commercial analytics<br />
is geared Sep Oct toward Nov increasing the per<strong>for</strong>mance of individual and<br />
2010 2010 2010<br />
Total<br />
consolidated properties and toward identifying outliers in a large<br />
portfolio. Commercial analytics provide real-time key per<strong>for</strong>mance<br />
indicators <strong>for</strong> lease management, recovery reconciliation,<br />
per<strong>for</strong>mance statistics and many more, including:<br />
0 10000 20000<br />
hhRent roll and vacancy<br />
hhLease abstracts<br />
hhOccupancy summary<br />
hhExpense recovery and reconciliation<br />
hhProjections <strong>for</strong> current and future lease expirations<br />
hhCustom commercial reports using custom analytics<br />
Financial Analytics<br />
<strong>Yardi</strong> Analytics also provide comprehensive financial reporting<br />
and key per<strong>for</strong>mance indicators. The financial analytics engine<br />
leverages the Voyager accounting plat<strong>for</strong>m by drawing directly<br />
from the operating general ledger transactions. Create instant<br />
comparisons and analyses, and compile your monthly, quarterly<br />
and yearly financial report packages in real-time. Slice and dice<br />
your income statement by user-defined property attributes, view<br />
your balance sheet by country and currency, and publish financial<br />
reports to an investor portal with the click of a button.<br />
hhSupports IFRS, GAAP, and international accounting needs<br />
hhUsed by publicly traded companies around the world<br />
hhAutomated delivery with correspondence management<br />
hhSpeed of reporting optimized by <strong>Yardi</strong> datamarts<br />
hhCustom financial reports using custom analytics
Please Detach and Return<br />
Powerful Communication Tools<br />
CORRESPONDENCE<br />
Communicating with your tenants has never been easier.<br />
Create and email high-quality documents to your tenants<br />
with the push of a button.<br />
Correspondence Management<br />
<strong>Yardi</strong> Correspondence Management will redefine how you<br />
process documents. It allows you to create customized invoices<br />
or statements, collection letters, or prospect letters of intent,<br />
as well as owner or investor reporting packages. Templates<br />
merge with lease data, reports and graphs, and the generated<br />
documents can be automatically emailed, printed or saved as<br />
PDFs.<br />
<strong>Yardi</strong> Systems, Inc.<br />
430 South Fairview Avenue<br />
Santa Barbara, CA 93117<br />
800-866-1144<br />
INVOICE<br />
CUSTOMER / INVOICE INFORMATION<br />
Company: General Tire Center Tenant ID: #10001195<br />
Name: Ian Goldman Unit: 1000<br />
Address: 89877 West Fairway Invoice #: 2002031<br />
Invoice Date: 06/01/2010<br />
City/State/Zip: Newark, NJ 01567<br />
Invoice Period:<br />
Date Description Change Type Amount<br />
BILLING INFORMATION<br />
06/30/2010 Common Expiration Estimate $ 4,141.67<br />
06/30/2010 Rent - Industrial $ 9,450.00<br />
Invoices • Statements • Letters • Investor Reports<br />
MERGE property data with MS Word documents & PDFs<br />
NOTES<br />
Tax:<br />
Grand Total: $13,591.67<br />
REMITTANCE ADVICE<br />
CUSTOMER / INVOICE INFORMATION<br />
Company: General Tire Center Tenant ID: #10001195<br />
Name: Ian Goldman Unit: 1000<br />
Address: 89877 West Fairway Invoice #: 2002031<br />
Payment Date:<br />
City/State/Zip: Newark, NJ 01567<br />
Payment Period:<br />
Thank you <strong>for</strong> your prompt payment.<br />
Publish Online Email Attachments Print & Mail<br />
PUBLISH to portal site, bulk email, or print & mail<br />
Owners • Tenants • Vendors<br />
CORRESPONDENCE received by owners, tenants, & vendors<br />
Critical Dates & Notifications<br />
Critical dates, tasks and notifications are an integral part of the<br />
Voyager lease management system. Critical dates and tasks are<br />
integrated into the user’s dashboard, so <strong>that</strong> important deadlines<br />
are never missed. You can automate tasks or email notifications<br />
based on critical dates you define such as:<br />
hhLease expirations<br />
hhOption notices<br />
hhTenant insurance expiration<br />
In addition, you can use tasks and email notifications to per<strong>for</strong>m<br />
valuable internal audit functions. They deliver daily, weekly,<br />
or monthly notifications of such items as:<br />
hhOutstanding AR older than 30, 60 or 90 days<br />
hhFinancial periods not closed<br />
hhBatches left unposted<br />
hhWhether your NOI is within the acceptable standard
In-Depth Reporting<br />
YARDI Orion <strong>for</strong> SharePoint<br />
<strong>Yardi</strong> Orion <strong>for</strong> SharePoint will revolutionize the way you do<br />
business, by leveraging your Voyager operating data to provide<br />
real estate specific business intelligence, document management,<br />
and portals. And because it’s synchronized with Voyager — and<br />
pre-configured <strong>for</strong> property management — you can roll out<br />
your SharePoint plat<strong>for</strong>m and realize the benefits quickly. This<br />
groundbreaking plat<strong>for</strong>m expands secure access to your internal<br />
and external users by unlocking key property in<strong>for</strong>mation and new<br />
functions to improve productivity. Benefit from a holistic view<br />
of your operations including financials, spending, maintenance,<br />
and more. You’ll gain unprecedented insight into your business,<br />
along with never-be<strong>for</strong>e-possible collaboration with all your<br />
stakeholders.<br />
Instant Slicing & Dicing<br />
Key Features<br />
hhSharePoint synchronized with Voyager<br />
hhOut-of-the-box business intelligence dashboards<br />
hhEasy document management with pre-defined tags<br />
hhPortals <strong>for</strong> marketing, tenants, investors, and employees<br />
hhProperty, user, and report level security
Decision Support<br />
<strong>Smarter</strong> Business Intelligence<br />
Features total visibility with deep reporting and operational<br />
analysis <strong>for</strong> your entire portfolio and per<strong>for</strong>mance metrics<br />
with instant slicing, dicing, and pivoting data.<br />
<strong>Smarter</strong> Document Management<br />
Stores easy-to-find, living documents with full property security<br />
and access tracking and conversion routines <strong>for</strong> existing<br />
documents. Includes synchronized structure <strong>for</strong> portfolio,<br />
property pages, and document libraries.<br />
<strong>Smarter</strong> Portals<br />
Provides templates and web parts <strong>for</strong> marketing, tenants,<br />
investors, and employees with online lease execution with<br />
eSignature and online rent and utility payments with same-day<br />
EFT deposits.<br />
Manage Documents
Streamlined Budgeting<br />
YARDI Advanced Budgeting<br />
& Forecasting <br />
<strong>Yardi</strong> Advanced Budgeting and Forecasting is an essential<br />
tool <strong>for</strong> commercial real estate owners, managers, and investors<br />
who need to continually measure the financial health of their<br />
investments. It provides detailed analyses and comparisons of<br />
future income and expense projections <strong>for</strong> properties using data<br />
from actual tenant leases, streamlines budget preparation, and<br />
creates custom <strong>for</strong>ecast models and <strong>for</strong>mulas based on your<br />
requirements.<br />
Central access point with views into workflow steps,<br />
check out status, and graphical view of periodic values.<br />
Model Commercial Properties<br />
This product allows users to create a commercial budget based<br />
upon a model property and to update, modify or delete unit and<br />
lease records to support the budgeted leasing assumptions.<br />
This feature enables the user to make leasing assumptions in<br />
the “budget world” without affecting the “real world” unit and<br />
lease records used in Voyager <strong>for</strong> normal billing transactions<br />
and reporting.<br />
Smart Analytics<br />
Market Leasing Assumptions<br />
<strong>Yardi</strong> Advanced Budgeting & Forecasting allows you to create<br />
detailed commercial market leasing assumptions <strong>that</strong> provide<br />
<strong>for</strong> precise budget projection of rents, recoveries, charges,<br />
concessions, and retail sales overage figures. It is easy to apply<br />
inflation estimates to leasing income and expenses, including<br />
rent, recovery charges, occupancy, costs, inducements, and<br />
retail sales.<br />
Enhanced Accuracy & Efficiency<br />
This product offers detailed analysis and comparison of future<br />
income and expenses and significantly enhances the budget<br />
preparation process and financial reporting capabilities already<br />
built into Voyager. Users can easily create many different types<br />
of budget worksheets based on details from actual tenant<br />
leases and property units. Comprehensive narrative and detail<br />
reporting makes budget reviews quicker, and powerful budgeting<br />
and <strong>for</strong>ecasting tools enable the generation of detailed budget<br />
projections with greater accuracy and efficiency.<br />
Analyze risk associated with your revenue<br />
projections using the Graphing Analytics.
Role-Specific Dashboard<br />
YARDI CRM <br />
<strong>Yardi</strong> CRM centralizes valuable customer and contact in<strong>for</strong>mation<br />
in the Voyager database, eliminating duplicate data entry by<br />
capturing contacts and correspondence step by step from lead<br />
generation through proposal creation and lease execution.<br />
Leveraging the Voyager plat<strong>for</strong>m and the ease of use of<br />
Microsoft ® Outlook, <strong>Yardi</strong> CRM provides real-time access to<br />
all activities relating to your customers, prospects, and leasing<br />
pipeline. The step by step workflow automates the leasing<br />
process, shortening the leasing lifecycle and delivering greater<br />
efficiency in business practices.<br />
Increase Productivity<br />
Improve the efficiency of your customer-facing staff using<br />
<strong>Yardi</strong> CRM as the hub <strong>for</strong> all day-to-day leasing activities <strong>for</strong><br />
both leasing agents and management. <strong>Yardi</strong> CRM puts leasing<br />
data at your agents’ fingertips in an easy-to-use interface with<br />
role-specific dashboards and data drill-down. For sales managers,<br />
<strong>Yardi</strong> CRM provides real-time visibility into their team’s leasing<br />
activities.<br />
Mobile CRM<br />
Streamline Leasing<br />
<strong>Yardi</strong> CRM provides greater visibility into all leasing activities,<br />
with a holistic view of your customers <strong>that</strong> af<strong>for</strong>ds insight <strong>that</strong><br />
leads to better business decisions. The solution automatically<br />
tracks leads from <strong>Yardi</strong> Portal, and reduces the time needed to<br />
close deals by streamlining the leasing process through document<br />
generation and automated workflows. Tight integration with<br />
Outlook means you can access all CRM related data from within<br />
Outlook, which saves time and increases efficiency.<br />
Mobile CRM Application<br />
<strong>Yardi</strong> CRM Mobile allows customer-facing staff to seamlessly<br />
use the CRM module and their Voyager property management<br />
data while on the move. This product gives users remote<br />
access to contacts, tasks, leads, deal and account management<br />
in<strong>for</strong>mation, and pipeline property management analytics.<br />
<strong>Yardi</strong> CRM reduces the cycle time from lead to lease.
Eliminate Manual Processes<br />
YARDI Procure to Pay <br />
<strong>Yardi</strong> Procure to Pay combines the SiteStuff online vendor<br />
catalog with electronic invoice processing from <strong>Yardi</strong> PAYscan.<br />
The systems combine to create a true end-to-end solution built<br />
into Voyager providing greater efficiency and real-time visibility.<br />
Procure to Pay helps reduce transaction costs by automating<br />
high volume, low value tasks and eliminating manual processes.<br />
This unified solution provides powerful insight and control over<br />
both purchasing and payables streamlining the entire process<br />
from requisition to reconciliation and everything in between.<br />
With Procure to Pay you will leverage and extend the value<br />
of your existing investment in Voyager.<br />
Manage Spend<br />
Procure to Pay centralizes procurement and provides portfoliowide<br />
spend management. Online supply catalogs are defined<br />
by you and represent existing vendor relationships, down to the<br />
property level. Easily access favorite product lists, add items<br />
to your shopping cart, and the purchase order is automatically<br />
populated. Your ability to approve and standardize pricing across<br />
your portfolio extends maximum control to you, and real-time<br />
budget checks eliminate overspending.<br />
The SiteStuff online catalog includes over 500,000<br />
products and features pre-negotiated pricing with<br />
customized shopping lists.<br />
Eliminate Paper<br />
Procure to Pay virtually eliminates the cost of processing,<br />
copying, mailing and storing paper and minimizes employee<br />
‘touch-points’ <strong>that</strong> can lead to lost invoices, delays, and data entry<br />
errors. Electronic payables are created directly in Voyager, with<br />
an automated online approval workflow <strong>that</strong> reduces cost per<br />
invoice and improves productivity. Timely payments are made<br />
by EFT or check. Electronic vendor invoices automatically map<br />
to, and compare against, system-generated purchase orders.<br />
Online supply catalogs, POs, and electronic invoice processing<br />
with automated approval workflows eliminate paper, improve<br />
productivity and reduce costs.<br />
Automated PO creation and routing to Voyager<br />
streamlines the entire process.<br />
Automate Approvals<br />
No more lost invoices or late payment fees. Electronic invoices<br />
are accessible anywhere, anytime — including from your<br />
mobile device — based on user security settings. Convenient<br />
AP templates enable easy allocation of invoices <strong>for</strong> accurate<br />
payments. Procure to Pay improves staff productivity and<br />
provides intelligent oversight of the entire procurement and<br />
AP processes.
Leading Property and Asset<br />
Management Software <strong>Solutions</strong><br />
At <strong>Yardi</strong> our mission is to provide our clients with superior<br />
products and outstanding customer service, while we take<br />
care of our employees and the communities where we work<br />
and live.<br />
With <strong>that</strong> commitment to people, <strong>Yardi</strong> leads the industry<br />
in providing full-business software solutions <strong>for</strong> real estate<br />
property management, financial accounting, and asset<br />
management. Organizations like yours have been using<br />
our mature Web-based and Windows-based software with<br />
confidence <strong>for</strong> decades.<br />
<strong>Yardi</strong> Systems, Inc. 430 South Fairview Avenue, Santa Barbara, Cali<strong>for</strong>nia 93117<br />
phone: +1 800 866 1144 | email: sales@yardi.com | www.yardi.com<br />
© 2012 <strong>Yardi</strong> Systems, Inc. All rights reserved. Printed on recycled paper.<br />
COM-BKT-A 05/11/2012