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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

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