2. Agenda Company Overview Challenge Solution Product Overview Yield Vision Deliverable Overall System Design Dashboards Reports Benefits Conclusion 2 Yield Technologies, Inc. Confidential
3. Company Overview Yield Technologies is a leader in the next evolution of Real Estate technology and services. As a Morgan Stanley company, Yield Technologies capitalizes on its industry expertise to build actionable solutions that increase overall enterprise profitability and productivity. 3 Yield Technologies, Inc. Confidential
4. Company Overview Our team has a great depth of experience in managing and developing the data warehouses and reporting platforms for industry leading organizations. Our team is able to more expediently deliver solutions for you using industry tested benchmarks and visibility. The company is led by its founder Steven Small and is supported by an elite team of experts that have been hand-picked from consulting organizations and Morgan Stanley’s portfolio of companies. 4 Yield Technologies, Inc. Confidential
5. Challenge Seeking clarity into your operations and financial data. Access to the inherent wealth of your company’s data. Need a reporting tool that lets you see your operational and financial data in one location. Looking to speed up the labor intensive process of converting data, wrestling with spreadsheets and much more in order to create a report. 5 Yield Technologies, Inc. Confidential
6. Solution YieldVision: YieldVision is a market changing framework that increases the reliability, performance, and manageability of your organization’s data. Your company needs a product that can integrate your financial and property management information in a single repository that allows you to more efficiently and proactively manage the performance of your company and its entities. 6 Yield Technologies, Inc. Confidential
7. YieldVision Overview Web based application that enables the scalable and expedient delivery of actionable information Enterprise ready data warehouse, dashboards and reporting foundation. In return, YieldVision gives you and your team members a clear view of how your company and its entities are performing with comprehensive and concise data. 7 Yield Technologies, Inc. Confidential
19. The YieldVision Data Warehouse serves as a foundation that can be used out of the box or tailored to fit your exact needs
20. Through the use of a standard data warehouse design the resources required to create the environment is greatly reduced.Yield Technologies, Inc. Confidential 10
21.
22. The YieldVision Integrator will pull your data on a nightly basis to populate the YieldVision Data Warehouse
23. Yield Technologies will monitor the YieldVision Integrator nightly processes and resolve any data discrepancies as they arrive in real timeYield Technologies, Inc. Confidential 11
24.
25. Users will be assigned to Roles which determine what information they can see and edit.
36. Main Dashboard Screen The Main Dashboards Screen functions as the default home page of the YieldVision Web Interface application. This screen consists of two parts: the Overall Score boxes and a Settings bar. Yield Technologies, Inc. Confidential 14 Dashboards
37.
38. It also shows a graph detailing visually what percentage of entities fall into the various Status tiers (e.g. Very Good, Fair, Poor, etc.). Yield Technologies, Inc. Confidential 15 Dashboards Overall Score Box
39.
40. Each metric belonging to that dashboard will then be displayed to the right in a box similar to the Overall Score boxes on the Main Dashboard Screen.
43. Bar chart to graphically illustrate how many entities fall into each of the metric’s Status tiers.
44. The Settings Bar for the Single Dashboard Screen contains the same options as the Main Dashboards Screen, plus it offers a Filter option. Yield Technologies, Inc. Confidential 16 Dashboards
52. Dashboards The following is a continued list of the Dashboards and Metrics to be provided. 10 total Dashboards. 50 total Metrics. Yield Technologies, Inc. Confidential 19 Product Overview
53.
54. Yield Technologies has developed a package of out of the box reports that address the bulk of your reporting needs
55. No report requires human intervention for data extraction and presentation as all data load processes will be automated.Yield Technologies, Inc. Confidential 20
58. Quickly evaluates your people, products, tools and assets, allowing analysts to efficiently spend their time on analyzing the performance instead of administrative work.
61. Next Steps Complete the YieldVision Questionnaire Review list of metrics, reports and dashboards Discovery and Design Development and Delivery Maximize your business potential with total YieldVision 22 Yield Technologies, Inc. Confidential
62. Services Available Technical Support Installation and Setup Maintenance Application Support Enterprise Application Integration Custom Development 23 Yield Technologies, Inc. Confidential
63.
64. Visit Yield Technologies on the web at http://www.Yieldco.comYield Technologies, Inc. Confidential 24
Editor's Notes
*Depending on the company we are delivering the PPT to, we should alter this section. What is our proposed solution to the company?
From the questionnaire we create a proposalUpon acceptance of the proposal we deliver a list of metrics, reports and dashboards to ensure that we have a full understanding of your business and the competitive landscapeIncludes configuration of YieldVision Integrator, access to real estate platforms and set-up of ASP environmentPerform customizations as needed and get acceptance of deliverables
