How to Optimize Your Real Estate KPI Dashboard They say you can’t improve what you don’t measure. So, having a real estate KPI dashboard to visualize key metrics and goals – as well as to align your reporting with your business goals – is critical to ensuring that you are on track to accomplish those…

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A Guide to Technology Due Diligence The due diligence stage of the private equity asset lifecycle sets the tone for your investment strategy and protects you from taking bad risks. If “the money is made when you buy it,” then your ROI is dependent upon accurately assessing prospective investments. In a digital era, technology is…

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Yardi Voyager vs. Yardi Breeze: Which one is right for your business? If your business is considering Yardi as your property management software solution, you might be wondering which version to pick and which features you need to meet your business needs. There’s Yardi Breeze, Yardi Voyager, plus countless modules and add-ons to supplement your…

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6 Tips for Improving Portfolio Performance Within private equity firms, there are lots of nuances to your business decisions. But the primary goal is simple and straightforward: build a portfolio that allows you to buy low and sell high. That’s easier said than done, but fortunately there are numerous automation tools and data management techniques…

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Why You Need a 360-Degree Customer View for Banking How well do you understand your banking customers? Can you predict what they will need next? There’s no better time to reevaluate whether your business is meeting its full potential, and often that potential is defined by your approach to collecting, aggregating, analyzing, and acting upon…

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5 Tips for Agile Transformation Implementing Agile methodology within your organization can increase efficiency, allowing you to better serve clients as they demand quicker time-to-market for key features. But succeeding with an Agile transformation can be difficult without the experience of someone who has been through the process before and learned what pitfalls to avoid.  At Saxony Partners, our team of…

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6 Tips for Real Estate SSRS Reports SQL Server Reporting Services (SSRS) reports are helpful for real estate companies wanting to analyze Yardi data – but they can be challenging to create and prone to user error. Our Yardi consulting team at Saxony Partners relies of decades of technical and industry-specific experience to design ideal…

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Saxony COO Lindy Thomas Discusses Healthcare Innovation and Technology Saxony Partners COO Lindy Thomas joined executives from Mary Free Bed Rehabilitation Hospital and Synzi for a webinar to discuss emerging technology and innovation in healthcare. The panel – which also featured Jason Peoples (Director of Technology and Innovation at Mary Free Bed), Mark Knudsen (Chief…

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Your organization produces endless megabytes of data on a daily basis. But how quickly can you turn it around into useful reporting and analytics information? Having access to critical data in or near real-time can help your firm achieve a competitive advantage. For some firms, the lack of real-time data access puts them and their…

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When you invest in technology for your business, you inevitably have high expectations for its performance. You trust that technology will improve your business processes and make your organization more successful. But is that always the case? There is often a startling disconnect between business strategy and technology. For example, research has shown companies pay…

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