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Case Studies

2022 Digie Award Winner: Urban Edge takes inspections mobile

Posted by Melissa Lee in: mobile, Real Estate, retail, Customization, Power BI, Low Code, Microsoft, MRI Integration, Dataverse, Power Apps, Property Managers

The Problem

Property managers travel regularly to perform inspections of all their managed properties. Each inspection must subsequently be recorded in an inspection form.

The existing inspection process involved generating an offline, Excel version of the inspection. This was time-consuming and inefficient, as numerous offline files had to be managed by each property manager with no centralized, consolidated, online repository of inspections. It was further not possible to easily add photo or video evidence of any property issues to an inspection. 

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2022 Digie Award Winner: Urban Edge automates and streamlines their Tenant Activity Notices using Power Platform

Posted by Melissa Lee in: Real Estate, retail, MRI, Customization, Power BI, Microsoft, MRI Integration, Commercial Real Estate, Dataverse, TAN, Power Apps, REIT, Tenant Activity Notice

The Problem

A Tenant Activity Notice (TAN) is a form that is circulated for input from various departments each time major tenant activity (such as beginning or terminating a lease) occurs.

The existing TAN process involved generating an offline, Excel version of the form and distributing it manually via email. This made collaboration difficult and time-consuming, as there was no consolidated, online version of a TAN and no central repository to search for existing TANs.

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BI Reporting with Power Platform

Posted by Michelle Millar in: Automation, Customization, Emerging Technology, Power BI, Low Code, case study, Power Platform

 

The Business Problem

Urban Edge was looking to move away from spreadsheet reporting - which took time to prepare and quickly became outdated - to a more automated model which would remove information silos and provide everyone with access to reports in real time. They wanted one place to drive their reporting and dashboard agendas instead of having reports in separate tools and files. Due to Urban Edge’s alignment with the Microsoft stack, that place became Power BI.

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COVID-19 Office Entry with Power Platform

Posted by Michelle Millar in: Emerging Technology, Power BI, COVID-19, Low Code, case study

The Business Problem

Being able to pivot quickly when change arises is often fundamental to the ongoing success of a business. When Urban Edge needed a way for their employees and guests to return to the office under the “new normal”, instead of purchasing a new system which would involve additional costs, installation, setup and inevitable security questions, they were able to quickly turn to what they had and with the help of Open Box, develop a low-code solution to meet requirements.

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Robotic Process Automation Product Selection and Consulting

Posted by Michelle Millar in: Automation, Emerging Technology, RPA, case study

The Problem

Real Capital Solutions (RCS) has a long-term plan focused on increasing profitability while maintaining/improving on best-in-class results to their investors. Robotic Process Automation (RPA) was identified as a tool that could help to deliver on these objectives.

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Global Real Estate Firm Partners With Open Box to Automate the Cash Receipts Capture Process

Posted by Craig Mackintosh in: Real Estate, robotic process automation, Robots-as-a-Service, RaaS, Automation, RPA

The Challenge

As part of the firm’s employee benefit programs, loans are made available to employees. Microsoft Excel was used to manage the loan lifecycle including outstanding principal amounts, monthly finance charges and employee contributions.

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H.G. Fenton Taps Into Open Box's Know-How for MRI SODA Customization

Posted by Irfaan Brey in: MRI, MRI Software, Customization

When leading San Diego, California-based real estate organization, HG Fenton Company migrated to MRI Version X, they were excited about the enhancements to the software. But over time they became frustrated by a few functionality issues in the update that didn’t gel with their processes and workflows, and how they were used to working.

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How Open Box Enabled a Seamless MRI Migration for AvalonBay, With All the Frills

Posted by Irfaan Brey in: MRI, MRI Software, Customization

Software upgrades are great, but not when they undo the extensive customization you’ve done on the previous version. And with software such as MRI, which is incredibly flexible, the impact can be significant.

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Turning Neyer Properties’ Big Data into Smart Data

Posted by Irfaan Brey in: business intelligence, Real Estate, ERP performance, MRI Software, Customization, Big Data

In a world where data is king, it is essential that decision makers at all levels have access to the right information, on time, and with the certainty that it is accurate. So when Neyer Properties, a fully integrated Real Estate company based in Cincinnati, Ohio realized it was missing essential financial reporting capabilities in MRI Software, it turned to Open Box for a solution.

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Tishman Speyer Wireless Bill Allocation and Recharge

Posted by Mark Kalkwarf in: Web Development

A large percentage of the client’s employees operate across multiple locations and need to make use of company mobile phones. The service provider issues a monthly bill listing the charges against each mobile number.

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