Services > PropTech Assesment
Know exactly what your technology is doing for you, and what it is quietly costing you.
A structured review of your PropTech stack across every system your portfolio depends on, ending in a long-term strategy and a plan to get there.
PropTech Assessment
6 - 8 weeks
Output
Assessment, strategy, and implementation plan
Built around
Return on your next investment
Why It Matters
Your problem is not technology alone.
When technology is not delivering, the tool is rarely the whole story. It runs on three things working together: the technology, the processes around it, and the people operating it. This is the three-legged stool. Take away any one leg and the whole thing falls over, no matter how much you spent on the other two.
We have seen operators pour millions into a capable platform that still failed, not because the software was wrong, but because the process and the people running it were never set up to make it work. The assessment looks at all three legs together, so you can see where the real problem is rather than blaming the tool.
You do not have to start at the beginning. We meet your operation where it is.
What We Assess
Three domains. Every system your portfolio runs on.
Service Delivery Applications
- Property Database
- Transaction Management
- Accounting System / General Ledger
- Capital Planning
- Facility Management / CMMS
- Energy
- Project Management / Capital Projects
- Inspections
- Lease Administration
- AI in service delivery
Data and Analytics
- Data Platform
- Dashboards
- Reports
- Machine Learning
- AI
Core Business Processes
- Approval processes
- Budget process
- Critical date management
- Vendor selection
- Property lifecycle management
How It Runs
Six to eight weeks, structured around your team.
Interviews with stakeholders
We speak with the people who run the portfolio day to day and the leaders accountable for it.
Collection of data
We gather what your systems already hold and review how information moves between them.
Documentation of existing processes
We document how work gets done today, which is often the first time it has been written down in one place.
Document Strategy
Develop a long term strategy to envision the PropTech applications and processes that drive value to your portfolio.
Develop plan and budget
Define the tactical steps to make the vision a reality.
Get started
Bermwood will help you implement and stabilize your new platform.
What You Get
A long term PropTech strategy, and the plan to reach it.
The assessment ends with a clear view of where your stack should be over the long term and a sequenced implementation plan to get there. Most clients begin with the highest priority items that can be addressed quickly, so there is progress before there is a large commitment.
The plan is built around return on investment. Its value is showing you where to focus so that the next project you commit to pays for itself. Every recommendation comes with the business case for why it is worth doing.
For most operators the assessment is where the relationship starts. It is the clearest way to see your whole operation before deciding what to take on first.