site|folio enables you to consistently and quickly close out your projects, boosting morale and freeing up resources to pursue more pressing (and interesting) issues – like the next project. Our automated, systematic archiving provides a strategic advantage when planning those next projects.
Your World? While opening the facility to benefit from the revenue stream is of the upmost importance, efficiently and effectively closing out and archiving a project is equally crucial. This final phase is typically misunderstood, devalued and neglected in-part. Finishing any project with the same enthusiasm with which it began is always difficult.
Inspect and assess deficiencies; verify project completion.
- Liaise with jurisdictional authorities, landlords and contractors for final inspections, certificates and permits via site|folio – ensuring all such communications are documented, auditable and stored together.
- Schedule final inspections within site|folio; monitor progress with email notifications as inspections are completed and track actual dates. Accurately project your ‘turnover’ date and keep all stakeholders informed of status changes.
- Enable partners to upload field reports, walk-through meeting minutes and photos to site|folio from any computer with Internet access. Restrict their views to only those areas and documents you define.
- Publish final punch list to site|folio and ensure you are always distributing the latest version – even if your GC is updating it hourly – to internal team mates landlords, health inspectors, fire marshals etcetera.
- Gather and store all project record documentation – signed punchlist, C of O, guarantees, warranties, operational and maintenance manuals – in a single, secure environment for safekeeping and future reference.
Implicit record retention/archiving strategy.
What to keep, for how long and where are the key issues when developing an archiving strategy. With site|folio, those issues are implicitly resolved. Your records are generated as people work through the real estate development pipeline, not through some separate exercise at the end of a project. All project-related materials, documents and data are automatically retained as the project progresses, in a repository you designed.
Quickly access historical data.
Archiving is where site|folio continues to be valuable long after a project closes. Archived projects are easily accessed and retrieved for future use – whether by the maintenance department, by store design to plan resets, refreshes or remodels, or by real estate to generate reports comparing existing site metrics. Leverage the information you so diligently and systematically collected.