dicky chow senior consultant a complete end-to-end business solution for real estate developers and...

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Dicky Chow

Senior consultant

A Complete End-to-End Business Solution for Real Estate Developers and Property Management

JD Edwards – The Industry SelectionJD Edwards – The Industry Selection

“Since many of the real estate industry’s most successful companies are running Oracle’s JD Edwards real estate solution, they have strong momentum in the marketplace. Customers continue to choose Oracle’s JD Edwards real estate solution for their technology requirements, it seems that Oracle will be a major market influencer for a long time to come.”

Source: RealComm Advisory, 2007

“很多房地产行业的最成功的企业都采用 Oracle’s JD Edwards 的房地产解决方案，他们在市场上拥有强大的活力。为满足技术需求，客户继续选择Oracle’s JD Edwards 的解决方案 ， Oracle 在未来的相当长的时间都将成为一个主要的市场影响者”

Over 250 World-Class Real Estate Customers …

Customers using JDE in Real Estate industry …

• Archon• Beacon Residential• Bridgestreet• Central Park Retirement• Chateau Communities• City Of Calgary• Erickson Retirement• General Investment &

Development• Holiday Retirement• Hyatt Classic Residence• JPI Communities• Lincoln Properties• Paramount Financial• San Antonio Housing Authority

Multi-Housing• Alliance Residential• Boston Properties• Catellus Development• Carr America• Charles E. Smith• Cousins Properties• Equity Office Properties• Equity Residential (Lexford Division)• First Industrial Properties• Gables Residential• General Growth Properties• Highwoods Properties• Home Properties• JDN Realty• Morguard Investments• New Plan Excel• Post Properties• PREIT/Rueben• Prime Group• Regency Centers• Rouse Companies• Simon Properties• Town & Country• Washington REIT• Westfield

REIT’s• Advantis• AMB• Benderson Development• Bentall• Blackstone• CB Richard Ellis• Crown Castle• Donohue Schriber• Dundee Realty• Facility Pro• Fisher Brothers• Gale & Wentworth• Granite Properties• Ivanhoe/Cambridge Prop.• Jones Lang LaSalle• Legacy Partners• Morguard Investments• O & Y Properties• Oxford Properties• Penreal• SITQ

Management

• Wal Mart• K Mart• PWC Global• US Banks• Waffle House• Whataburger• The Limited

Corporate

JD Edwards Solution for the Real Estate IndustryJD Edwards Solution for the Real Estate Industry

Oracle JD Edwards EnterpriseOne offers a complete solution for managing the entire real estate lifecycle:

- Operational Efficiency- Data Integrity- Collaboration- Financial Visibility

Integrated Integrated Best Practice Best Practice

Business ProcessesBusiness Processes

Financial Administration

• Receivables & Payable Mgt• Cash Management• Asset Management• Allocation & Budgeting• Consolidation• Financial Reporting

Integrated Lifecycle Management of PropertiesIntegrated Lifecycle Management of Properties

Service

• Call Center• Work Orders• Preventive Maintenance• Service Management

Measure Performance

• Key Performance Indicators

• Business Intelligence• Best-In-Class• Drill Down• Executive Dashboard

Forecast

• Lease-level Budgeting

• Sales Forecasting

• Reporting• 15 Yr Forecast• IRR• Expense

Budgeting

Prospect & Lease Mgt

• Pipeline Forecast• Deal Flow• Contact Management• Lease Production

Billing

• CPI• Percentage Rent• Late Fees • Security Deposit• Common Area

Maintenance• Collections

• Project Management• Scheduling• Contract

Management

• Procurement• Contract Billing• Web-based Time

Entry

Buildout / Development

Design to Cash FlowDesign to Cash Flow

Design Building to CloseoutDesign Building to Closeout

• Your earnings potential depends on your ability to locate, develop and open new sites on time and on budget

• You can utilize JD Edwards to manage complex projects across building design, buildout, and opening- Project cost & control- Subcontract management

Design Building to CloseoutDesign Building to Closeout

Project InitiationProject

Execution and Control

Project Planning

Project Closeout

Job Cost TrackingJob Cost Tracking

Detailed Budget

Estimates

Updated by

Approved

Change Orders

Actual Txn

Values

Lead to LeaseLead to Lease

Lead to LeaseLead to Lease

• EnterpriseOne CRM helps your sales team to manage the leads from different kinds of source, e.g. brokers, direct

• Lead qualification function calculates the score and qualified lead will be converted to opportunity

• Manage Opportunity in many aspects like- Potential and Budget Amount- Sales Drivers- Action Plans

Lead to LeaseLead to Lease

Record Amounts

Categorize the opportunity

Complete management of Opportunity info

Define & control the Sales Process

• Integration with Autodesk products

• To analyze :

Occupancy Distribution

Rental Income

Tenant neighborhood

Critical Date Highlights

• Web accessible

Visual Analysis – Floor Plan

Drill down to see more detail info for the unit, e.g.

Lease start date, end date, sales figures, …

Lease Execution to Tenant BillingLease Execution to Tenant Billing

Lease Execution to Tenant BillingLease Execution to Tenant Billing

• EnterpriseOne Real Estate Management enables you to centralize and leverage the information of:- Facilities and Tenants- Lease- Lease calculation and billing- Security Deposit

Lease management

Info. managed in Lease management :• Tenant

• Dates - effective dates, commitment date, move in date, plan out date, actual out date,…

• Buildings / units

• Rental amount

• Billing Frequency

• Payment terms

• Payers

• Lease terms / conditions

Log Detail :

Begin/Expired Dates, Terms Description, Explanation, Critical Date, Status, …

Legal Clause :

Clause No., Description, Begin/End Dates, Notice Date, Date Offered, Decision Required, status change, Notice Responsibility, Clause amount, space detail,..

Billing to CashBilling to Cash

Billing to CashBilling to Cash

• Automated data flow ensures you bill tenants for everything they owe, including all billing items and relevant charges

• More accurate bills also make it easier for tenants to reconcile and pay you, speeding invoice payment and improving cash flow

• Integration with General Ledger ensures you have real time financial information

Finance / REM integration

Real EstateReal Estate

ManagementManagement

Real EstateReal Estate

ManagementManagement

General Ledger

General Ledger

AccountsAccountsReceivable Receivable AccountsAccounts

Receivable Receivable

Accounts Accounts PayablePayable

Accounts Accounts PayablePayable

Tenant Invoice

Receipt

Accrual JE

Deposit Refund

Revenue Fee

Payment

Rental Payable

Plan to ForecastPlan to Forecast

Plan to ForecastPlan to Forecast

Overview• Real Estate industry requires constant monitoring of budgets

and forecasts to determine portfolio profitability and value

Business Pains• No integration between leasing, forecasting, finance systems

• Predominantly performed by niche systems or spreadsheets

• Lack of ability to collaborate across the organization

• Lack of version control

EnterpriseOne Advanced Real Estate Forecasting addresses these Business Needs

• Provides accurate property forecasts and budgets on the revenue, expenses, income, and cash flow

Portfolio Visibility Budgeting and Forecasting

Real Estate Forecasting Process

Real Estate Forecasting Process

Plan to ForecastPlan to Forecast

Version Control

Revenue Forecast ProjectionProjections from lease information and your selection of forecasting assumptions

Procurement to PayProcurement to Pay

Procurement to PayProcurement to Pay

• Procurement function offers significant opportunities for enhancing efficiency and generating cost savings. EnterpriseOne offers a full set of functions to:- Ensure compliance to procurement policies- Manage supplier performance- Identify methods for cost reduction

Service ManagementService Management

• When you are serving your tenants, a top priority is providing the highest level of service to them. EnterpriseOne offers a full set of functions to allow you to maintain your facilities:- Fixed Assets- Equipment- Service Management

Service Order … customer service / self serve

Service Order … cost tracking

Measure PerformanceMeasure Performance

Measure PerformanceMeasure Performance

• Oracle Business Intelligence Analytics- Enable real time access to analytical information for

the right people at the right time- Identify trends and measure performance- Integrate data across all Oracle solutions- Provide Analytics Metrics and Reports

- e.g. Rent, Occupancy, Expenses etc

Measure Performance – Oracle BI AnalyticsMeasure Performance – Oracle BI Analytics

Analytic Charts

Tracking Charts

Alerts

Empower Management Decision Making ...

Comparison Tables

Measure Performance – Oracle BI AnalyticsMeasure Performance – Oracle BI Analytics

e.g. Rank Tenants according to key criteria

e.g. Analyze Trends and Variance

Empower Management Decision Making ...

About us …

Oracle’s Recognition in Real Estate IndustryOracle’s Recognition in Real Estate Industry

#1 Company in the World

#1 Restaurant Company in the World

#1 Shopping Mall Operator in the World

Axline’s JD Edwards Real Estate Industry ImplementationsAxline’s JD Edwards Real Estate Industry Implementations

#1 Distribution Facility Operator in the World

Thank you !www.axline.com