Although 77.7% of property managers are open to adopting new technology, the decision to introduce new software tools often involves weighing the cost of a temporary productivity dip. But to enjoy the benefits of new technology in your business, you shouldn’t have to forego productivity, customer experience, or profitability. In this webinar, you’ll learn how to successfully navigate any transition to new property management technology with less stress, no lost productivity, and a faster return on investment.

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Implementing New Technology:
5 Secrets to Maintaining Productivity and
Profitability in the Midst of Change
Katelyn Surak – Director of Account Services, AppFolio Inc.

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Built for small- to
mid-sized businesses.
Built for larger, more
complex businesses.
AppFolio Property Manager offers two tiers of fully mobile property management software:
Software to Power
Your Business

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The Power of a Complete Solution:
• Ease of Use - An intuitive, easy-to-use software
• Real-time Insights - Greater control over your
business
• A Single Login - Less toggling and more efficiency
• Team Mobility - Everyone connected to the same
data, anywhere
• Robust Accounting - Software built with
accountants in mind.
… So You Run A More Successful Business
Web-Based Property Management Software

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Katelyn Surak
Director of Account Services,
AppFolio Inc.

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77.7%
of property managers are open to adopting
new technology in their business.
-Source: AppFolio & John Burns Real Estate Consulting

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• Better Experience for Residents
• More Efficiency for Employees
• Greater Visibility and Insights for Leadership
Why Evaluate New Technology for Your Business?

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Let’s Take a Poll!
Currently, what would be your biggest reason for evaluating new technology?

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39.4%
of property management companies will only
implement new technology after being sure of
its value.
-Source: AppFolio & John Burns Real Estate Consulting

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Let’s Take a Poll!
Which of the following obstacles is most likely to delay or prevent
needed technology updates within your business?

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5 Secrets to an Effective Implementation
1. Get Buy-In from Everyone
2. Designate a Project Champion
3. Create an Implementation Plan
4. Streamline Training & Communication
5. Make the Transition Seamless

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5 Secrets to an Effective Implementation
1. Get Buy-In from Everyone
2. Designate a Project Champion
3. Create an Implementation Plan
4. Streamline Training & Communication
5. Make the Transition Seamless

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Buy-in: Acceptance of and willingness
to actively support and participate in
something.

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Who Needs to Buy In?
● Executive Leadership
● Management at all levels
● Property Managers
● Onsite Staff
● ...anyone who will use the new technology!

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GETTING BUY-IN:
Collect Input

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GETTING BUY-IN:
Clarify the
Purpose

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GETTING BUY-IN:
Communicate
Expectations

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1. Get Buy-In from Everyone ✔
2. Designate a Project Champion
3. Create an Implementation Plan
4. Streamline Training & Communication
5. Make the Transition Seamless
5 Secrets to an Effective Implementation

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46%
of CIOs say that one of the main
reasons IT projects fail is weak
ownership.
-Source: Harvey Nash / KPMG CIO Survey

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77%
of high-performing
organizations have
active and engaged
project sponsors.
44%
of low-performing
organizations do.
-Source: The Project Management Institute

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Designate a Project Champion
WHO:
● A leader or decision maker
within your company
● Empowered to make key
business decisions
WHAT:
● Represent key stakeholders
for project planning
● Create an implementation
plan that works for your
business
● Hold individuals accountable
for tasks & milestones
● Communicate project status,
blockers & wins
● Measure and report
outcomes
WHY:
● Oversees the project to
ensure project success
● Makes sure your business
goals are achieved

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1. Get Buy-In from Everyone ✔
2. Designate a Project Champion ✔
3. Create an Implementation Plan
4. Streamline Training & Communication
5. Make the Transition Seamless
5 Secrets to an Effective Implementation

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What is an Implementation Plan?
• A project plan specifically for implementing new tech
• Created & owned by the Project Champion
• Keeps your project on track amidst business ops
• Includes input from project stakeholders
• Supported by technology partner

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What to Include in an
Implementation Plan:
Goals &
Outcomes
Timeline &
Key Milestones
Ownership &
Accountability
The ‘Why’ behind the
project, and specific
desired outcomes
Go-Live date with
required steps to
stay on track
Who will own which
tasks within key
milestones?

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MONTH 1
// Average Onboarding Timeline

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1. Get Buy-In from Everyone ✔
2. Designate a Project Champion ✔
3. Create an Implementation Plan ✔
4. Streamline Training & Communication
5. Make the Transition Seamless
5 Secrets to an Effective Implementation

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Effectively Prepare for
Training Before Go-Live
Designate
Training Time
Complete
Process Mapping
Outline Roles &
Responsibilities
At least an hour a
week - make it a
team activity!
Document your
processes to review,
improve & train
Are your business
roles & tasks clearly
understood?

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Leverage Resources from Your Tech Partner!
Your technology partner
should provide free, 24/7
accessible online Help &
Training resources - take
advantage!

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Host Monthly
Lunch & Learns
Train New
Hires
Drive Internal
Process Changes
Attend Industry
Events
Leverage Your Champion to Drive
Ongoing Training & Internal Expertise

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1. Get Buy-In from Everyone ✔
2. Designate a Project Champion ✔
3. Create an Implementation Plan ✔
4. Streamline Training & Communication ✔
5. Make the Transition Seamless
5 Secrets to an Effective Implementation

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MAKE IT SEAMLESS:
Data Migration

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Complete a Data Health Check
✓ Collect Tenant Email Addresses & Mobile Phone Numbers
✓ Close Out Past Tenants’ Open Charges/Debt
✓ Reconcile Tenant Liabilities with total Liability Cash
✓ Reconcile Property Balances with total Cash
✓ Reconcile Bank Accounts

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MAKE IT SEAMLESS:
Status Updates

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MAKE IT SEAMLESS:
Choose a Partner,
Not a Vendor

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How AppFolio Property Manager Ensures a
Smooth Onboarding:
Dedicated Onboarding Manager
Customized Onboarding Plan
Dedicated Data Migration Support
Workflow-Specific Online Training Resources
Award-Winning, 100% US-Based Customer Service
Live Events Around the U.S.
Online User Community & Product Suggestion Board

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1. Get Buy-In from Everyone
2. Designate a Project Champion
3. Create an Implementation Plan
4. Streamline Training & Communication
5. Make the Transition Seamless
5 Secrets to an Effective Implementation

38. 38. 2019 © AppFolio, Inc. Confidential.
Katelyn Surak
Director of Account Services,
AppFolio Inc.
Thanks!
Questions or Comments?
Tweet:
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#AppFolioChat

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