Your World? For most businesses, strong management means over-dedicating resources to over-communicating across disparate silos, whether they are internal departments or external consultants. How many hours are lost to comparing and contrasting conflicting reports to ensure all business partners are on the same page? To protracted meetings whose sole purpose is to review already-out-of-date reports, backed up by stacks of notes, field reports and photos? When you add the complexity of remote contributors and contributions – due to location or travel constraints – old-style management is bad at being efficient, effective and inclusive.
Boundaries disappear without losing group identities.
site|folio offers a new style of portfolio management. Our solution removes the typical informational boundaries between people and groups, while also preserving their identities. Architecture and construction, for example, each have their own workflows and workspaces – AND tightly controlled visibility into each other’s progress and documents. This shift allows staff to focus on the management of their projects, rather than their information.
Structured the way you work.
Let’s be clear: site|folio is portfolio management for retailers, restaurateurs, healthcare and the consultant business partners who support their efforts. We are not a generic piece of project management software that requires months of configuration to reflect the real estate development pipeline. site|folio is already organized around buildings, projects, locations, sites, regions, departments, internal teams and external consultants.
Projects are at the core of site|folio’s structure and user interface. Project spaces consolidate all information across all silos – departmental or otherwise – in a singular, orderly and intuitive way. Projects include:
- General information
- Classification & Design Attributes
- Scheduling
- Correspondence
- Cost management
- Documents, drawings, & photos
… and cross-reference data collected in their corresponding sites or store locations: design attributes, building materials, facilities management records and so on.
site|folio provides a baseline configuration for projects (and every other space) founded on industry standards and best practices, which is quickly adapted to reflect your own standards and processes – even as they evolve.
- Model your organizational structure, processes, relationships and functional areas in your document stores – enabling you, and your staff, to quickly and intuitively retrieve your documents.
- Collect disparate files and/or projects currently of concern in a personal navigational space for quick access – because very few of us work on one thing at a time.
- Create dashboards that aggregate, and visualize in real-time, the performance metrics or statistics you check weekly, daily or hourly.
- We identify and organize the physical and non-physical attributes of locations, buildings and projects for you, to populate as-is – or rearrange, re-label, delete and add where desired.