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we deliver custom software solutions and services
to owners and operators of commercial real estate
CONTENTS
PART 1 : OUR VALUE PROPOSITION
Our expertise ..........................................................................................4
We speak your language.......................................................................6
We solve problems.................................................................................7
We bring innovative solutions to the table........................................8
We work on your terms..........................................................................9
We’re looking for partners, not just clients......................................10
Hear it from our clients........................................................................11
PART 2 : GOLDEN RULES OF ENGAGEMENT
The 10 golden rules of engagement.................................................14
PART 3 : CASE STUDIES
Net effective rent custom web-based software.............................18
Business Intelligence data mart & custom reporting....................19
Mobile Property Management & leasing app............................... 20
SharePoint journal entry approval workflow..................................21
See for yourself..................................................................................... 22
OUR VALUE PROPOSITION
Part 1
OUR EXPERTISE
OUR CORE COMPETENCIES
WEB DEVELOPMENT
•	 Design, implementation and maintenance of custom,
web-based solutions
•	 Microsoft Gold partner and Microsoft Gold Certified in
Application Development
•	 Business process automation, workflow, dashbords, ERP and
third party integration, payment processing and CRM
MOBILE
•	 Design, implementation and maintenance of mobile solutions
•	 Multi-platform development including native (iOS and Android),
hybrid HTML and mobile web
•	 Integration with cloud-based services, data sources, third-party
toolsets and plug-ins
1.1
1.1.1
1.1.2
We provide an end-to-end solution for our clients. Soup to nuts…
From working with business to understand the requirements,
to design, development, testing, implementation and ongoing
support and maintenance.
Open Box Software
4
BUSINESS INTELLIGENCE
•	 Implementation and maintenance of customized BI solutions
•	 Data warehousing and ETL development
•	 SharePoint and Microsoft Office integration
MICROSOFT SHAREPOINT
•	 Architecture and environment setup
•	 Design, implementation and maintenance of customized
SharePoint solutions
•	 Custom development including ERP, data
warehouse and 3rd party integration
MRI SUPPORT & SERVICES
•	 MRI support
•	 MRI customization and upgrades
•	 Bank and treasury interfaces
•	 MRI database administration
Part 1 : Our value proposition
1.1.3
1.1.4
1.1.5
We want to help you leverage your existing investment in
technology whether you want to integrate existing systems and
services, or customize your ERPs functionality to meet your
organization’s unique needs.
5
Open Box
specializes in
the Microsoft
technology
stack
WE SPEAK YOUR LANGUAGE
From CAM to NNN to RSF, we speak your language. Open Box
has been creating custom software solutions for commercial
Real Estate owners and operators for over a decade.
1.2
We can speak the technical
detail required by your IT
department, just as we under-
stand the business challenges
and language of the rest of the
people in your organization –
from Fund Raising to Facilities
Management.
Bridging these worlds is what
Open Box is about – doing
so with great technology in a
fast, innovative and efficient
way. All of this means that we
immediately understand where
you are today and can partner
in assisting you to get to where
you want to be in the future.
WE KNOW COMMERCIAL REAL ESTATE,
WE CAN HIT THE GROUND RUNNING
Open Box Software
6
WE SOLVE PROBLEMS
Part 1 : Our value proposition
1.3
In today’s challenging economic and
operating environments, Real Estate
organizations need to maintain a
competitive edge through innovation.
Some of the challenges we
assist our clients with include:
•	 Automating the lease creation process, lease document
generation and e-signing
•	 Improving staff productivity with a mobile office
•	 Reducing dependency on IT with self-service, custom reporting
•	 Improving accuracy of cost allocations across properties and
tenants, as well as the speed of reimbursements
•	 Electronic payment integration
•	 Providing a holistic view of the organization across regions,
markets and lines of business
•	 Meeting tenant demand for round-the-clock access to
information as well as self-service
•	 Paperless office initiatives
7
Open Box
can help you
take ideas from
the drawing board
into reality
WE BRING INNOVATIVE SOLUTIONS
TO THE TABLE
1.4
WE PASSIONATELY BELIEVE IN CONSTANTLY
STRIVING TO DO THINGS A BETTER WAY
We’ve worked with some
of the leading names in the
global commercial Real Estate
industry for the past 12 years
and have been privileged to be
involved in defining industry
best practice, for not only the
use of technology, but also
business processes.
The experienced Open Box
team is ready to bring their
knowledge to your organ-
ization, to help you run a
successful project from start
to finish.
Our research and development team is continually experimenting
with new technology, feature sets and bleeding edge technology,
in order to bring these innovations to our clients.
Open Box Software
8
WE WORK ON YOUR TERMS
Part 1 : Our value proposition
1.5
WE HAVE FLEXIBLE
ENGAGEMENT MODELS
THAT FIT IN WITH
THE WAY YOU OPERATE
We provide resource flexibility for scaling up or down as your
business needs change; you can grow and shrink your team as the
projects dictate.
We can adapt to your preferred project methodology without
compromising our tried and tested practices for effectively
managing an offshore project.
Open Box provides a range of skills that will complement and
augment your internal IT team.
9
WE’RE LOOKING FOR PARTNERS,
NOT JUST CLIENTS
1.6
We value long-term partnerships based on trust and transparency.
OPEN BOX HAS BECOME
A TRUSTED ADVISOR TO OUR CLIENTS
We earn that trust through:
•	 Delivering quality solutions on time every time
•	 Effective communication – all our clients have a dedicated
account manager
•	 Creating a remarkable customer experience. And then working
hard to improve it
Open Box Software
10
HEAR IT FROM OUR CLIENTS
Part 1 : Our value proposition
1.7
11
“They are the gold standard
in customer service.”
Sandy Mechael
Chief Information Officer,
Equity One
“They were able to talk my
language about Real Estate.”
Dean R. Hook
SVP & Chief Information Officer,
Brixmor
THE 10 GOLDEN RULES
OF ENGAGEMENT
Part 2
TAKE RESPONSIBILITY
BE ACCOUNTABLE
APPRECIATION AND TRUST IS EARNED
MAKE A POSITIVE IMPACT
KEEP GROWING & LEARNING
1
2
3
4
5
Open Box Software
14
KEEP PROMISES
VALUE ONE ANOTHER
WE SUCCEED TOGETHER
HAVE A SOCIAL CONSCIENCE
HAVE FUN
6
7
8
9
10
Part 2 : The 10 golden rules of engagement
15
CASE STUDIES
Part 3
NET EFFECTIVE RENT CUSTOM
WEB-BASED SOFTWARE
THE BUSINESS CASE
The client wanted to automate the spreadsheet model that they
used to analyze, compare and evaluate leasing deals. Off-the-
shelf solutions available did not meet all of their key requirements.
THE SOLUTION
Open Box developed a custom, web-based application to
facilitate the analysis of leasing deals, approval workflow and
reforecast comparison. Deal analysis included dynamic compila-
tion of cash flows, net effective rent calculations and the ability to
produce multiple deal versions for cross-comparison.
THE BENEFITS
•	 Leasing staff work more efficiently; automation has shifted
their focus from data capture to deal management
•	 Improved data integrity through automated integration
•	 Standardization of business processes across regions
•	 Improved trend analysis and management reporting
3.1
Open Box Software
18
BUSINESS INTELLIGENCE DATA MART
& CUSTOM REPORTING
THE BUSINESS CASE
The client did not have timeous access to report information due
to limited reporting capabilities of the ERP, the need to limit ERP
access at peak times, a high overhead to produce custom reports
and the necessity of manually manipulating monthly report data.
THE SOLUTION
Open Box created a data mart which provides an intermediate
store of operating data as well as customizable reports which
run off the data mart. Management information is output to
SharePoint dashboards. Information used for reporting and other
applications is now being retrieved in an optimized manner.
THE BENEFITS
•	 Improved ERP performance
•	 Improved data security
•	 Improved accuracy of information
•	 Immediate access to management information
•	 Reduction in time spent generating monthly reports
Part 3 : Case studies
3.2
19
MOBILE PROPERTY MANAGEMENT
& LEASING APP
THE BUSINESS CASE
The client wanted its Leasing and Property Management teams
to have access to property information and key functionality
while onsite or on the road, yet without being dependant on
wireless connectivity.
THE SOLUTION
Open Box developed an iOS app, which may be used on both iPad
and iPhone devices and integrates with cloud storage. Property
Managers can complete property inspections onsite (attaching
photos and signing with the touch screen) as well as turn prop-
erty lighting on and off remotely. Leasing teams have access to
property information, marketing material, directions to properties
using GPS as well as the ability to create driving tours between
multiple properties.
THE BENEFITS
•	 Improved mobility and access to information
•	 Offline availability and synchronization
•	 User control over data charges
•	 Multiple levels of data security
3.3
Open Box Software
20
SHAREPOINT JOURNAL ENTRY
APPROVAL WORKFLOW
THE BUSINESS CASE
The client required assistance to implement new controls for
its journal entry approval process that was taking place in
SharePoint 2007.
THE SOLUTION
In conjunction with an existing upgrade to SharePoint 2013, Open
Box created a new SharePoint site, hosting the journal entry
approval workflow and document library.
•	 The workflow assigns new journal entries to an approver group
according to the client’s complex approval framework
•	 SharePoint emails notification of items pending approval,
approvals and rejections
•	 Microsoft Outlook integration enables approval within Outlook
THE BENEFITS
•	 Risk reduction due to improved controls
•	 Improved speed and ease of approval due to Outlook integration
•	 Access control with Active Directory integration
Part 3 : Case studies
3.4
21
SEE FOR YOURSELF
We would love to set up some time to discuss how Open Box
could assist your organization.
Open Box Software
22
We look
forward
to hearing
from you
TELEPHONE
+27 21 713 9300
EMAIL
info@openboxsoftware.com
TWITTER
@openboxsoftware
WEBSITE
www.openboxsoftware.com
it’s just the beginning
www.openboxsoftware.com

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Open Box Value Proposition EBOOK

  • 1.
  • 2. we deliver custom software solutions and services to owners and operators of commercial real estate
  • 3. CONTENTS PART 1 : OUR VALUE PROPOSITION Our expertise ..........................................................................................4 We speak your language.......................................................................6 We solve problems.................................................................................7 We bring innovative solutions to the table........................................8 We work on your terms..........................................................................9 We’re looking for partners, not just clients......................................10 Hear it from our clients........................................................................11 PART 2 : GOLDEN RULES OF ENGAGEMENT The 10 golden rules of engagement.................................................14 PART 3 : CASE STUDIES Net effective rent custom web-based software.............................18 Business Intelligence data mart & custom reporting....................19 Mobile Property Management & leasing app............................... 20 SharePoint journal entry approval workflow..................................21 See for yourself..................................................................................... 22
  • 5. OUR EXPERTISE OUR CORE COMPETENCIES WEB DEVELOPMENT • Design, implementation and maintenance of custom, web-based solutions • Microsoft Gold partner and Microsoft Gold Certified in Application Development • Business process automation, workflow, dashbords, ERP and third party integration, payment processing and CRM MOBILE • Design, implementation and maintenance of mobile solutions • Multi-platform development including native (iOS and Android), hybrid HTML and mobile web • Integration with cloud-based services, data sources, third-party toolsets and plug-ins 1.1 1.1.1 1.1.2 We provide an end-to-end solution for our clients. Soup to nuts… From working with business to understand the requirements, to design, development, testing, implementation and ongoing support and maintenance. Open Box Software 4
  • 6. BUSINESS INTELLIGENCE • Implementation and maintenance of customized BI solutions • Data warehousing and ETL development • SharePoint and Microsoft Office integration MICROSOFT SHAREPOINT • Architecture and environment setup • Design, implementation and maintenance of customized SharePoint solutions • Custom development including ERP, data warehouse and 3rd party integration MRI SUPPORT & SERVICES • MRI support • MRI customization and upgrades • Bank and treasury interfaces • MRI database administration Part 1 : Our value proposition 1.1.3 1.1.4 1.1.5 We want to help you leverage your existing investment in technology whether you want to integrate existing systems and services, or customize your ERPs functionality to meet your organization’s unique needs. 5 Open Box specializes in the Microsoft technology stack
  • 7. WE SPEAK YOUR LANGUAGE From CAM to NNN to RSF, we speak your language. Open Box has been creating custom software solutions for commercial Real Estate owners and operators for over a decade. 1.2 We can speak the technical detail required by your IT department, just as we under- stand the business challenges and language of the rest of the people in your organization – from Fund Raising to Facilities Management. Bridging these worlds is what Open Box is about – doing so with great technology in a fast, innovative and efficient way. All of this means that we immediately understand where you are today and can partner in assisting you to get to where you want to be in the future. WE KNOW COMMERCIAL REAL ESTATE, WE CAN HIT THE GROUND RUNNING Open Box Software 6
  • 8. WE SOLVE PROBLEMS Part 1 : Our value proposition 1.3 In today’s challenging economic and operating environments, Real Estate organizations need to maintain a competitive edge through innovation. Some of the challenges we assist our clients with include: • Automating the lease creation process, lease document generation and e-signing • Improving staff productivity with a mobile office • Reducing dependency on IT with self-service, custom reporting • Improving accuracy of cost allocations across properties and tenants, as well as the speed of reimbursements • Electronic payment integration • Providing a holistic view of the organization across regions, markets and lines of business • Meeting tenant demand for round-the-clock access to information as well as self-service • Paperless office initiatives 7 Open Box can help you take ideas from the drawing board into reality
  • 9. WE BRING INNOVATIVE SOLUTIONS TO THE TABLE 1.4 WE PASSIONATELY BELIEVE IN CONSTANTLY STRIVING TO DO THINGS A BETTER WAY We’ve worked with some of the leading names in the global commercial Real Estate industry for the past 12 years and have been privileged to be involved in defining industry best practice, for not only the use of technology, but also business processes. The experienced Open Box team is ready to bring their knowledge to your organ- ization, to help you run a successful project from start to finish. Our research and development team is continually experimenting with new technology, feature sets and bleeding edge technology, in order to bring these innovations to our clients. Open Box Software 8
  • 10. WE WORK ON YOUR TERMS Part 1 : Our value proposition 1.5 WE HAVE FLEXIBLE ENGAGEMENT MODELS THAT FIT IN WITH THE WAY YOU OPERATE We provide resource flexibility for scaling up or down as your business needs change; you can grow and shrink your team as the projects dictate. We can adapt to your preferred project methodology without compromising our tried and tested practices for effectively managing an offshore project. Open Box provides a range of skills that will complement and augment your internal IT team. 9
  • 11. WE’RE LOOKING FOR PARTNERS, NOT JUST CLIENTS 1.6 We value long-term partnerships based on trust and transparency. OPEN BOX HAS BECOME A TRUSTED ADVISOR TO OUR CLIENTS We earn that trust through: • Delivering quality solutions on time every time • Effective communication – all our clients have a dedicated account manager • Creating a remarkable customer experience. And then working hard to improve it Open Box Software 10
  • 12. HEAR IT FROM OUR CLIENTS Part 1 : Our value proposition 1.7 11 “They are the gold standard in customer service.” Sandy Mechael Chief Information Officer, Equity One “They were able to talk my language about Real Estate.” Dean R. Hook SVP & Chief Information Officer, Brixmor
  • 13. THE 10 GOLDEN RULES OF ENGAGEMENT Part 2
  • 14. TAKE RESPONSIBILITY BE ACCOUNTABLE APPRECIATION AND TRUST IS EARNED MAKE A POSITIVE IMPACT KEEP GROWING & LEARNING 1 2 3 4 5 Open Box Software 14
  • 15. KEEP PROMISES VALUE ONE ANOTHER WE SUCCEED TOGETHER HAVE A SOCIAL CONSCIENCE HAVE FUN 6 7 8 9 10 Part 2 : The 10 golden rules of engagement 15
  • 17. NET EFFECTIVE RENT CUSTOM WEB-BASED SOFTWARE THE BUSINESS CASE The client wanted to automate the spreadsheet model that they used to analyze, compare and evaluate leasing deals. Off-the- shelf solutions available did not meet all of their key requirements. THE SOLUTION Open Box developed a custom, web-based application to facilitate the analysis of leasing deals, approval workflow and reforecast comparison. Deal analysis included dynamic compila- tion of cash flows, net effective rent calculations and the ability to produce multiple deal versions for cross-comparison. THE BENEFITS • Leasing staff work more efficiently; automation has shifted their focus from data capture to deal management • Improved data integrity through automated integration • Standardization of business processes across regions • Improved trend analysis and management reporting 3.1 Open Box Software 18
  • 18. BUSINESS INTELLIGENCE DATA MART & CUSTOM REPORTING THE BUSINESS CASE The client did not have timeous access to report information due to limited reporting capabilities of the ERP, the need to limit ERP access at peak times, a high overhead to produce custom reports and the necessity of manually manipulating monthly report data. THE SOLUTION Open Box created a data mart which provides an intermediate store of operating data as well as customizable reports which run off the data mart. Management information is output to SharePoint dashboards. Information used for reporting and other applications is now being retrieved in an optimized manner. THE BENEFITS • Improved ERP performance • Improved data security • Improved accuracy of information • Immediate access to management information • Reduction in time spent generating monthly reports Part 3 : Case studies 3.2 19
  • 19. MOBILE PROPERTY MANAGEMENT & LEASING APP THE BUSINESS CASE The client wanted its Leasing and Property Management teams to have access to property information and key functionality while onsite or on the road, yet without being dependant on wireless connectivity. THE SOLUTION Open Box developed an iOS app, which may be used on both iPad and iPhone devices and integrates with cloud storage. Property Managers can complete property inspections onsite (attaching photos and signing with the touch screen) as well as turn prop- erty lighting on and off remotely. Leasing teams have access to property information, marketing material, directions to properties using GPS as well as the ability to create driving tours between multiple properties. THE BENEFITS • Improved mobility and access to information • Offline availability and synchronization • User control over data charges • Multiple levels of data security 3.3 Open Box Software 20
  • 20. SHAREPOINT JOURNAL ENTRY APPROVAL WORKFLOW THE BUSINESS CASE The client required assistance to implement new controls for its journal entry approval process that was taking place in SharePoint 2007. THE SOLUTION In conjunction with an existing upgrade to SharePoint 2013, Open Box created a new SharePoint site, hosting the journal entry approval workflow and document library. • The workflow assigns new journal entries to an approver group according to the client’s complex approval framework • SharePoint emails notification of items pending approval, approvals and rejections • Microsoft Outlook integration enables approval within Outlook THE BENEFITS • Risk reduction due to improved controls • Improved speed and ease of approval due to Outlook integration • Access control with Active Directory integration Part 3 : Case studies 3.4 21
  • 21. SEE FOR YOURSELF We would love to set up some time to discuss how Open Box could assist your organization. Open Box Software 22 We look forward to hearing from you TELEPHONE +27 21 713 9300 EMAIL info@openboxsoftware.com TWITTER @openboxsoftware WEBSITE www.openboxsoftware.com
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  • 23. it’s just the beginning