oracle_automating the global leasing process

8/4/2019 Oracle_Automating the Global Leasing Process

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Automating the Global Leasing Process

Presenters NamePresenters Title


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The following is intended to outline our general

product direction. It is intended for information

purposes only, and may not be incorporated into

any contract. It is not a commitment to deliver any

material, code, or functionality, and should not be

relied upon in making purchasing decision. The

development, release, and timing of any features

or functionality described for Oracles products

remains at the sole discretion of Oracle.

Safe Harbor Statement


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Agenda

Leadership in Real Estate

Automate Global Leasing Process

Results Achieved by Oracle Customers


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Oracle inReal Estate

Did You Know?

9 of the top 10 Fortunes most Admired CommercialReal Estate Companies run Oracle applications

16 of Top 25 REITs run Oracle Applications

15 of the Top 25 Retail Owners run Oracle applications

Over 1,000,000 Leases Managed monthly with Oracle


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How do I automate the leasing process across mycommercial real estate portfolio?

AutomateGlobal LeasingProcess

Closed loop task management can bring improved economics to the entire leasing process.

Aberdeen Group

How can asset lifecycle management be used toHow can asset lifecycle management be used tocontrol operating costs?control operating costs?

Manage Property andAsset Lifecycle

Best in class portfolio managers use a holistic approach to store lifecycle management to show improvedperformance.

Aberdeen Group

How can I optimize the financial performance of myglobal commercial real estate portfolio?

OptimizeCommercial

Portfolio Value

Commercial Real Estate has been repositioned as an asset classInstitutional, Private Equity, Venture Capital, andHedge Fund Investments will only increase in the future.

National Association of Real Estate Investment Trusts

The Challenges Were Hearing


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Automate Leasing ProcessManage Complete Deal Lifecycle

Measurable Marketing Campaigns

Generate leads from all sources(internal & external)

Track opportunity throughall phases of the deal cycle

Collaborate with other organizations toeffectively address deal status and

issues Opportunities are automatically flowed

to create lease documents

Enable project-based tracking

as opportunities mature to lease deals Accurate Forecasting

Integrate with Back office for billing &collection

Effectively Turn Leads into Leases

Assess &QualifyLead

Create

Opportunity

CheckAvailability

CreateProposal

NegotiateT&Cs

ExecuteLease

AbstractLease

CommenceBilling /

Collection

ReadySpace

Select &Configure

The DealThe Deal


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Agenda





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Automate Leasing Process

Requirement Oracle Capability The Oracle Difference

Efficiently manage leadgeneration and marketingactivities

Marketing CampaignManagement, VacantSpace Promotion

Oracle CRM deliversactionable insight to allmembers of the marketing

organization

Automate leasing

workflow process

Proposal Workflow,Contracts Mgt.,

Universal CustomerMaster

Oracle provides tools tostandardize the leasing

process across the entireportfolio

Assist brokers inmanaging vacancy andleasing projections

Oracle providescomprehensive analyticsfor leasing activity andoccupancy fulfillment

Pipeline

Forecasting,BusinessIntelligence


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organization

Automate leasing

workflow process






Oracle providescomprehensive analyticsfor leasing activity andoccupancy fulfillment

Pipeline



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Quickly IdentifyVacancies

xx x

xx

x

x

Analyze LeaseEnding Dates

Track New SpaceUnder Construction

ReconfigureExisting Space

All LeasingAgents across

the portfolio

What is

available,

when and

at whatcost?

Who can I

lease to?

Industrial

Retail

CorporateOffice

Warehouse

Match Tenants with Available PropertiesIdentify and Market Unoccupied Space for Lease


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OtherOperational &

Analytic Sources

IVR Web CTI

Customer Interaction Systems

Siebel

OLTP

Siebel

UCM

Siebel

DW

Legacy LeaseFinancial Projects

Operational Systems

CustomerCustomer

Enterprise Data Integration and Analytics Platform

Complete Customer and Business Insight

Role-Based, End-To-End Dealflow Solutions

Real-Time Decisioning

FieldSales

Web/eMail

Brokers/Partners

CallCenter

DirectMail

WirelessPOS/ATMs

Bills &Stmts

BranchesStores

Segmentation& Discovery

Data MiningAd Hoc ReportingPre-built Reports& Dashboards

Proactive Alerts& Event Triggers

Briefing Books

Intelligent Interactions Across the Real Estate Community

Oracle Real Estate Dealflow Marketing


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Leasing Agent Lead GenerationMarket to the Best Tenant Prospects

Provide a single application

Automate labor-intensive tasks- Manage tasks, contacts, calendar, etc.- Generate quotes, proposals, & orders- Flow documents for approval- Create lease contracts

Deploy best-practice deal methodologies that standardize the useof sales processes

Enable instant access to deal information and tools anywhere,anytime with integrated solutions

- Determine space availability, lead time, status

- Offer flexible lease terms and conditions- Quickly and accurately configure complex solutions

(e.g., multiple spaces, space plus services, etc.)


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IHOP

CUSTOMER PERSPECTIVE

Oracle brings a single source of truth to

manage our entire customer interaction,

and that was clearly a differentiator.Patrick Piccininno, Vice President,

Information Technology, IHOP Corp.

COMPANY OVERVIEW

International House of Pancakes (IHOP) operates over 1,200

restaurants in North America. With revenues over $500M, 90%

of its locations are operated by franchises

CHALLENGES/OPPORTUNITIES

Current legacy system would not support companys aggressive

growth strategy.

The lease management system no longer fit the needs of the

changing environment. No comprehensive view of deals in pipeline.

Inability to access information in a timely manner.

SOLUTIONS

Oracle Customer Relationship Management

Oracle Financials Oracle Projects

Oracle Data Hub

RESULTS

Improved budgeting and monitoring ofthe property opportunity pipeline

Easily integrate new leases and franchise

locations while minimizing new

resources.

Automated key processes forCommercial Terms Leasing Management

Automated workflow between leasingand tenant improvement construction to

reduce cost and risk


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organization

Automate leasing

workflow process






Oracle provides

comprehensive analyticsfor leasing activity andoccupancy fulfillment

Pipeline



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Universal Tenant Information

ImproveImprove

Customer DataCustomer Data

QualityQuality

Make informed decisionsduring tenant interactions

Detect and manage realestate industry events

Utilize TenantUtilize Tenant

InsightInsight

Centralize tenantinformation management

Automate error handling,account setup & otheradministration costs

Reduce DataReduce Data

ManagementManagement

CostsCosts

Shift from property centric totenant centric view

Gain complete understandingof tenants relationships &hierarchies

UnderstandUnderstand

TenantTenant

Meet regulations such as

FASB 13, SarBox, etc

Enforce security andpermissions acrossleasing chain

Comply withComply with

RegulationsRegulations

TenantTenant


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Collaborative Lease ExecutionEnsure All Parties Have Access to Same Version

Manage documents withcheck-in / check-out functionality

Track versions andcommunicate changesbetween multiple parties

Share supporting documents

(e.g. CAD drawings, images,scanned documents)

Subscribe to changes andmonitor critical events

Enable parties to raise andresolve issues

Copy & Edit

CentralLease

Repository

CentralLease

Repository

v2.0

v1.0

LeaseContractsfromLegal

Attachments

Sub-contracts

Drawings

Etc.

Attachments

This Lease is alegal agreementbetween TCLSA (Lessor)and JBC, Inc.(Lessee)

This Lease is alegal agreementbinding TCL SAand JBC, Inc.


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Macerich REIT

CUSTOMER PERSPECTIVEWhat weve seen with Oracle CRM is thepromise of a total solutionit matchesup with one of our key objectives tobetter manage our leasing process andmake our business operations moreefficient.Sean ODonoghue, Vice-President ofBusiness Applications and Technology,

The Macerich Company

COMPANY OVERVIEW

Macerich (NYSE: MAC) is one of the countrys largest owners,

operators and developers of major retail properties. Macerichs

dynamic portfolio includes some of the countrys highest-

performing shopping centers. Total gross leaseable area at 73

centers exceeds 77 million square feet.

CHALLENGES/OPPORTUNITIES

Current legacy leasing system is cumbersome and inefficient

Legacy leasing system not flexible enough to accommodate new

business processes No comprehensive view of deals in pipeline

Legal department could not integrate to leasing workflow.

SOLUTIONS

Oracle Customer Relationship Management


Oracle Property Manager

RESULTS Standardized key processes for Retail

Mall Leasing Management Easily incorporate new lease types and

terms while minimizing new legal

requirements. Automated workflow and integration

between leasing, financial and propertyoperations

Improved forecasting of deal pipeline


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organization

Automate leasing

workflow process






Oracle provides

comprehensive analyticsfor leasing activity andoccupancy fulfillment

Pipeline



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Manage and Measure Lease Contracts

Process Control

How can I manage customer,legal, fiduciary & industryrequirements to reduce risk?

How can I streamline approvalof non-standard agreements?

Leasing Effectiveness What can be done to

accelerate lease-up cycles andreduce contractual risk?

How can leasing reps reducepaperwork & improve efficiency?

Contract Visibility

How do I prevent improperaccounting and minimizedisputes & penalties?

How can I ensure delivery andlease commitments are met?

CustomerSub

Contractor

Managing Renewals How can I improve access to

contracts and tenant interactionhistory?

How can I better manage renewalsso lease interruptions andunprofitable leases are eliminated?


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Real-timeDecisions

RealReal--timetime

DecisionsDecisions

Interaction History Tenant Behavior Segment Migration

(Retail, Industrial,Office, Speciality, etc.)

Lease Processing

ExecutiveExecutiveExecutive

Pervasive Insight to Drive Business & Monitor Key Performance MePervasive Insight to Drive Business & Monitor Key Performance Metricstrics

PropertyOperations

PropertyProperty

OperationsOperationsTenantsTenantsTenants

PerformanceScorecards(e.g.Occupancy Level)

Operational CostAnalysis

Property Performance

Analytics

Line of BusinessAnalytics

Regional OccupancyAnalytics

Lease Up Trends KPI Monitoring (e.g.

Lease Economics)

Multi-channel Enginefor Real TimeRecommendations

Tenant RetentionActions

Analytics ServerBI Dashboards

Databases

Data Warehouse

Pervasive Insight Across the Portfolio


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Capture data from any source Graphically rich, intuitive UI

Pre-built (yet extensible) analytics

Support mobile / handheld devices

Easy to create Ad-Hoc reports

Actionable analyses for all levelsof organization

Examples

Tenant satisfaction and lifetimevalue

Lease Contracts and renewals

Leasing Pipeline

Lease Profitability

Tenant Improvement Spend

Expirations

Performance by Region

Performance by Market Sector

Dealflow AnalyticsInsight Across Your Real Estate Leasing Process


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Oakwood Worldwide

CUSTOMER PERSPECTIVEOracles Siebel CRM applicationsimproved our ability to see our businessin new ways and enabled us to serve our

customers better then before. As ourpeople learn to use the tools better, ourbenefits will continue to grow.Ric Villarreal, Senior Vice President, ChiefInformation Officer, and Special Assistantto the Chairman, Oakwood Worldwide

COMPANY OVERVIEW

Oakwood Worldwide is the largest corporate housing companyin the world. The Los Angeles-based firm pioneered the concept

of corporate housing in the 1960s and today provides spacious

apartments--furnished and accessorized with everything fromdishes and linens to home electronics--to businesspeople on

extended stays away from home. Oakwood also manages high-

quality apartment complexes in approximately 50 locations

nationwide.

CHALLENGES/OPPORTUNITIES Manual leasing processes No interaction between leasing operations and finance No comprehensive view of deals in pipeline Disparate core systems.

SOLUTIONS

Oracles Siebel Customer Relationship Management andAnalytics


RESULTS Build a foundation for future growth Support the rapid acquisition multiple

lease portfolios Control administrative costs

Streamline consolidation of key leaseinformation for its properties

Develop faster access to real-timeinformation about lease and propertyperformance

Provide key integrity checks


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Lease Automation Summary

Market Leading Solution to Support

Workflow for all Leasing Activities

Assist Brokers inManaging Vacancy

and LeasingProjections

A Robust Solution for Finding the Best TenantAvailable to fit the Property

Efficiently ManageLead Generationand Marketing

Activities

Automate Leasing

Workflow Process

Only Oracle Delivers the MostComprehensive CRM Analytics for LeaseProcessing


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The Only CompleteReal Estate Solution

PlatformPlatform

PeoplePeopleProcessesProcesses

PartnersPartners

CustomerResults

CustomerResults


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Most ComprehensiveHighest RatedBest-Selling

Only vendor in Gartner and Forresterleader quadrants for allMiddleware

components.

32,000+ Customers Deployed32,000+ Customers Deployed

70% of World70% of Worlds 50 Largest Firmss 50 Largest Firms

$1B+ Business$1B+ Business

SOA Vendor of Choice

Source:ForresterResearchrankingofApplicationPlatformServers,April2005

Market-Leading Middleware Platform


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950 customers

participating in CustomerAdvisory Boards

500 Industry & Product

strategy council members

35 Fusion strategycouncil members

1300 participants inearly customeradoption programs

425 user groups

30,000 applicationscustomers

220,000 databasecustomers

5000 middlewareISVs

1700 applicationISVs

9000 databaseISVs

30,000 middlewarecustomers

29,000 developers, supportengineers and consultants

Oracles People Advantage

275,000customers

benefiting from

shared innovation

A d


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Agenda




Wh t C t A hi i


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What Customers are Achieving

reduced annual CAM billing process from 6-9 monthsdown to 2 months.

improved cycle time for development projects. HRsolution to automate processes for 1,300 employees

cut the time to close each financial quarter.Improved cash flow by reducing the time required tocollect and record receivables

consolidated 400 spreadsheets into integratedFixed Asset system

Th O l Diff
http://www.opuscorp.com/asp/page1.asp


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The Oracle Difference

Provides market leading CRM tools to manage the entire leasing

workflow process

Only Oracle

Provides a scalable technology platform to support global RealEstate operations

Has a complete end-to-end Real Estate Management solutionwith deep and broad functionality for Leasing, Construction,

Financials, Property Management and Maintenance

oracle_automating the global leasing process

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