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Real estate

Digitising property management: from separate systems to one asset dossier

How property managers create oversight across assets, contracts, maintenance and reporting without replacing everything at once.

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Property managers typically run a management package, an accounting system, separate maintenance files and a document folder per asset — four locations with four levels of freshness.

The asset dossier as the core

The key is an unambiguous asset model with a unique identifier carrying contracts, tenants, installations, inspections, maintenance history, documents and financial entries.

Phased approach

  1. 1Asset model and data quality.
  2. 2Connecting management and financial sources.
  3. 3Digitising the maintenance process.
  4. 4Tenant and supplier portals.
  5. 5Portfolio-level reporting.

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