Our Process

Our Dashboard Development Process

Here is our step by step process for building custom dashboards for real estate companies. If you already know which metrics you want, start at Step 4, The Blueprint. 

If you are exploring and looking for ideas, start at Step 1. Schedule a free appointment when you are ready to talk.

1. DECIDE

 

Purpose

In this stage, you decide if capabilities such as Analytics, Dashboards, Metrics, Process Improvement would be of any use in your real estate management business.

Activities

Any of these activities will be helpful in this stage:

Checklist

Use this checklist to decide if you want to go the next stage:

  • Do you see any possible value in analytics, dashboards, metrics etc for your company?
  • Are you curious to learn more about these topics?

 

2. LEARN

 

Purpose

To get educated about the various options for purchasing and using the products and services we provide. We have solutions for every budget and appetite.

Activities

Any of these activities will be helpful in this stage:

Checklist

Use this checklist to decide if you want to go the next stage:

  • Do you have an idea of what metrics you would like to monitor?
  • Do you know if you want a custom dashboard, or if you want us to analyze your data for you?
  • Do you have a list of questions for us?
3. BRAINSTORM WITH US

 

Purpose

Schedule a 30 minute brainstorming session with us. The purpose is to come up with ideas for utilizing dashboards and analytics, and the approximate costs for various options.

Activities

Checklist

Use this checklist to decide if you want to go the next stage:

  • Are the cost estimates within your budget?
  • Do you see the value of investing in dashboards and analytics?
4. THE BLUEPRINT

 

Purpose

To demonstrate the dashboards you want containing your data so that you can confirm usefulness.

Activities

Checklist

Use this checklist to decide if you want to go the next stage:

  • Is the dashboard useful?
  • Do you want us to finalize the changes and build it for you?
5. BUILD AND TEST

Purpose

To build the dashboards and make sure the data displayed in them is accurate.

Activities

  • Build the dashboard front-end
  • Set up the database
  • Automate the pull from your property management system
  • Test the data displayed in the dashboard
  • Review dashboard with client and finalize the visuals
6. LAUNCH

Purpose

To turn the lights on! We handover the dashboard to you so that you can start using it.

Activities

  • Confirm the data is accurate
  • Set up user licenses and permissions (in Tableau, Power BI, Klipfolio, etc.)
  • Set up the data refresh process

Checklist

Use this checklist to decide if you want to go the next stage:

  • Can all the users view/access the dashboard?
  • Ready to sign off on the project?
7. EXPAND AND NURTURE

Purpose

To continue using the dashboard and find ways to get more value from it.   

Activities

  • Identify any improvements/changes needed
  • Confirm if the originally expected benefits from your investment are being relized
  • Submit any support tickets, as needed