This document summarizes a webinar about maximizing operational efficiency through accounting and reporting strategies. It provides instructions for attendees, introduces the presenters, and outlines some of the key challenges property managers face with repetitive accounting tasks and limited reporting capabilities in current solutions. Examples of automated processes and dashboards are then demonstrated. The webinar concludes by promoting an upcoming webinar on maintenance optimization and inviting attendees to request a demo of the presented property management system.

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2. Maximizing
operational
efficiency:
Strategies to streamline accounting
and boost visibility
We’ll get
started soon

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Maximizing
operational
efficiency:
Strategies to streamline accounting
and boost visibility

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As an attendee:
● Please ask questions in the Q&A box during our presentation
● You will not be able to engage with the speaker via audio
● Don’t be shy -- when you submit questions, we will try to answer them
as we go through our presentation or at the end if there is time
And when you log off of the webinar, you’ll be presented with a survey where
we’ll ask you a few questions about what you thought, so please be sure to let
us know - we really do thrive on the feedback we receive!

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Senior Director,
Industry Principal
Stacy Holden
Presenter
Field Solution Engineer
Madison Tedesco
Presenter

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Almost every aspect of property management can
be improved with technology
Marketing
and
Leasing
Accounting
and
Reporting
Maintenance

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Maximizing revenue
& profit
12
2022 survey results
Conducted March-May 2022 | 1,076 Responses
Operational efficiency
HR, staffing & recruitment

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Hours
14
Busywork
40%
Busywork
56%
40% of employees time
is spent on busywork
14 hours per week is spent on
tasks that could be
automated or streamlined
Wish they had more time to
focus on higher value tasks

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“Ongoing time
consuming input”
“Repetition of data
[entry]”
“How tedious it can
be at times”
Source: PM Top Challenges and Integrations, 2022
What is most frustrating about the
technology solutions you use today?

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Automate the obvious
Processes aren’t scalable
for growth
Repetitive accounting processes
consume the majority of bandwidth
Double entry is required to compensate
for disjoined tools
Administrative work like data entry
and check runs are error prone

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DEMO

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Remember life in April 2020?

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US e-commerce penetration, %
Source: McKinsey analysis, October 2022

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Cost control Approvals Consistency

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DEMO

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Difficult to
make
Limited
customization
Challenging to
understand
Doesn’t meet key
stakeholder needs

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APM Performance & Benchmarking Report:
Greater customization is by far the biggest need in reporting
What insights or functionality are you not getting from your current reporting tools that you wish you could get?
Source: APM Performance & Benchmarking Report, September 2022
38%
20%
17%

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DEMO

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Key takeaways
Source: AppFolio Survey, 2020

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Efficiency Series:
Be sure to register now for our next webinar….
November 10,2022
11:00 AM PT / 2:00 PM ET
Fine-tune your maintenance process and boost NOI
Stacy Holden
Senior Director, Industry
Principal, AppFolio
Jeffrey Juarez-Palma
Field Solution Engineer,
AppFolio
Jindou Lee
Founder & CEO,
HappyCo
David Morse
Sales Engineer,
HappyCo

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Would you like a customized demo
of AppFolio Property Manager?
31
Poll

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Ask us anything.
32
Questions?

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Thank you