Refined Planning

A comprehensive Capital Planning software solution for property managers.

RefinedPlanning is a comprehensive Capital Planning software solution for property managers


Coming in the summer of 2011, Some of the key features the software will deliver include:

  • Instant access to ALL your asset information at ALL your properties
  • A centralized repository for reports, data, site plans, photographs - everything in one place
  • An easy-to-use platform to control your risks and manage capital spending
  • Built-in intelligent tool allows you to rapidly build site assets based on pre-existing building templates
  • A Custom Report Builder
  • Alarms and Notifications to alert you on issues of concern
  • An executive dashboard summarizing the stutus accross your portfolio
  • An open XML-based architecture to enable full integration with your other existing systems

RefinedPlanning features an executive dashboard and a flexible reporting system to cover all your reporting needs at any level of the company. The solution also delivers automated task management and the ability to operate on hand-held devices to save time on data gathering and review.


Key Benefits of RefinedPlanning

  • Dramatically reduce time spent on data gathering
  • Allows you to take control of your capital budgeting and forecasting
  • Sandardize your building condition data collection program, facilitating benchmarking across facilities
  • Enable reporting on any aspect of your building condition program, from facility level to corporate level
  • Eliminate dependence on individual spreadsheets and replacing them with a single, centralized system
  • Integrate with your other corporate information management systems, such as ERP systems, facility data loggers, maintenance management systems, and others.

RefinedPlanning Helps Organizations...

  • Achieve enterprise-wide control of capital spending
  • Quickly develop, assess and budget for capital allocations
  • Automate capital planning reporting
  • Access real-time information to support proactive decision making
  • Enjoy easy-to-use Web-based access to you entire corporate building assessment information
  • Automate processes leading to notification of capital spend events

The key benefit to clients is that RefinedPlanning delivers real-time capital management by providing a method to centrally track and monitor the condition of assets in each of your properties. The application also provides a central repository of assessment documentation that can be securely accessed from any computer.

By making the analysis of building condition issues easier, it lowers the liability to property owners by allowing for planning and budgeting of the requirements for capital investment. Capital cost expenditures for items such as roof replacement can be planned well in advance across the portfolio since information on these items can be viewed instantly.

RefinedPlanning is customizable and flexible. It allows for easy modification and addition of modules that evolve along with your business requirements. The relatively low cost for this flexibility allows affordable capital management for both large and moderately sized companies.

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