PROPMAN
Professional Services Catalogue
Maximise your results with Propman
Whatever growth looks like for your team, we offer a range of professional services to support you.
From onboarding a new team member, to a change in business strategy or enriching the service you provide to your customers, we are here to provide hands on help and guidance for your team.
Welcome to Propman: New User Onboarding
This session covers essentials for new Propman users to make sure they are proficient and confident in the Propman ways of working as quickly as possible.
Estimated Time: 0.5 Day / £799.50
Value
- Learn from the Propman experts
- Reduce unproductive time
- Get up to speed as quickly as possible
- Use Propman efficiently with best practices
Outcome
- Confidence navigating Propman
- Understand business structure within Propman
- Ability to run reports
- Tips & tricks
- Role specific understanding
Example Agenda
- Log in/intro to Demo system
- Navigating Propman
- Explain structures & relationships
- Most used areas/tools
- Role specific Q&A
"Kevin was very clear, very good at reacting to questions, very thorough and worked well with our demo data to explain in ways that were relevant for our company. We are now keen to see how we can use Propman more as a company and use more features."Capital Space
Perfecting Recurring Processes
This session is for Propman users who are looking to increase efficiency when running procedures.We will cover what Business Processes are, why they are important for increasing efficiency, and learn how to set them up to streamline recurring procedures.
Estimated Time: 0.5-1 Day - £799.50-£1,599
Value
- Reduce human error
- Run procedures which are bespoke to your business
- Increase control and consistency over how Procedures are run
- Ensure critical dates are not missed
Outcome
- Understanding of what Business Processes templates are, their value, and how they can be set up in Propman
Set up and usage of business processes e.g. Demands, Supplier payment runs, Recurring transaction imports, S/C budgets
Example Agenda
- Review of current recurring processes within Propman
- Introduction to Business Process Types and Statuses
- Creating Business Process Templates
- User Defined Reports and Procedures
- Creation of Business Process Events – Auto-create and manual
- Completing statuses of Business Process events and running of procedures/reports
Go Paperless With Propman
Our paperless session is for teams looking to use Propman to replace paper-based processes to increase efficiency, reduce human error, and strengthen sustainability credentials.Estimated Time: 0.5-1 Day - £799.50-£1,599
(dependent on Xenith integration)
Value
- Increase user efficiency and save time, especially between a remote workforce
- Strengthen sustainability credentials by moving away from paper-based processes
- Reduce human error or risk of loss of information when logging details from paper on to Propman
Outcome
- Understand how to use Communications to digitize correspondence with tenants, clients and suppliers.
- Proficient in using Xenith to automate the process of logging supplier invoices onto Propman (requires Xenith integration)
- Centralised library of documents and communications
Example Agenda
- Xenith (requires integration)
- Intro to Xenith and how to manage the integration
- Intro to the PIR and how to process invoices from the PIR
- Communications
- Doc Storage & Email Generation
- Bulk Communications
- Key Data
- Intro to Key Data
- Keywords, categories and analysis groups
- Creating Key Data & reporting
"Adam was very much engaged with all attendees and provided a good insight in to how to achieve what we are setting out to do."MCR Property Management
Improve Your Client/Tenant/Supplier Experiences
This session covers how to customise word templates by changing the layouts, adding more data and including corporate branding.Estimated Time: 0.5 Day - £799.50
Value
- Increased 3rd party (Client, Tenant, Supplier) satisfaction with documents received
- Better understanding of how Propman produces merge documents
- Corporate standardisation
Outcome
- Users have knowledge of standard functionality to amend word templates
- Customise specific templates with corporate style and branding
- Additional information included on templates where required
- Understand how to set up communications per document in Propman
Example Agenda
- Review of current templates
- Locate file structure (wordtemp folder)
- Edit template – merge fields, layout, branding, header/footer
- Customisation of ‘Detail’ field on specific templates (tenant demands & arrears, tenant & client statements) to include information per transaction.
- Testing and emailing new templates
Enhance Your Propman Reporting
Our team are here to teach users how to create and customise reports in Propman to meet reporting requirements.Estimated Time: 0.5 Day - £799.50
Value
- Users will produce standardised reports across your business following best practice
- Increase efficiency of running reports and gathering useful information
Outcome
- Users understand how to customise reports to be produced from Propman
- Reports created and customised as per business requirements
Example Agenda
- Scope requirements of reporting needs
- Create reporting groups as per business requirements
- Set up of User Defined Reports – customise reporting criteria, remove and add fields, edit header and footer for outputting reports to pdf, introduction to macros
- How to use the report scheduler function
- Run example reports
"We are always very pleased with the service, training & support from Grosvenor"JJ Fox International LLP
Level Up Your Propman Experience
Work with our Propman specialist to discuss your use of Propman and potential improvements that can be made with the aim of improving existing processes, implementing new functionality and establishing best practices.Estimated Time: 0.5 Day - £799.50
Value
- Optimise how your team currently use Propman
- Better understanding of Propman functionality
- Clear path for streamlining and improving processes within Propman
Outcome
- Address key queries and sticking points of users
- Plan for training going forward to improve overall use of Propman
- Gap analysis of current use of Propman vs potential use of Propman
Example Agenda
- Scope current use of Propman
- Discuss queries and sticking points to be addressed
- Run through new or unused functionality that can improve business processes
- Establish requirements for future training and build plan
Streamline Procurement, Payments & Invoices
In one of our most popular sessions, our team covers the end to end functionality of Propman's purchase to pay process and setup of related controls and procedures.Estimated Time: 1-2 Days - £1,599 - £3,198
Value
- Streamlining P2P process
- Setup of efficient procedures based on requirements
- Improvement of internal controls around accounting functions
Outcome
- Cover full internal supplier process from point of purchase to organising payment
- Users understand Type/Status relationship of Jobs and PIRs
- Implementing a controlled business structure in relation to job and invoicing functions
Example Agenda
- Review user settings for authorisation relating to Jobs and Invoicing functionality
- Jobs – Types/Statuses, organising works, issuing Purchase Orders, customising PO template
- PIR – Types/Statuses, invoice authorisation, linking files,
- Posting invoice to ledger
- Supplier payments – BACS, remittances
Optimise Propman Performance & Data Management
Learn best practice on how to maintain your Propman database from the experts. We cover data management processes including archiving historic records and removing outdated files and reports.Estimated Time: 1-2 hours - £195-£390
Value
- GDPR
compliance
Reduce storage requirements of Propman database- Speed improvements
Outcome
- Users understand how to continually maintain the database
- De-clutter of historic reports, files, events
Example Agenda
- Review relevant Sysadmin settings
- Setup of balance tables
- Clearing of outdated reports
- Removing of historic documents
- Event Archiving
All services are subject to project scoping and the length of time required will influence the total price. All prices are exclusive of VAT.
See how Propman could help your business
Get in touch to request a demo, ask a question or request more info