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PROPMAN

Professional Services Catalogue

Maximise your results with Propman

Whatever growth looks like for your team, we offer a range of professional services to support you.

From onboarding a new team member,  to a change in business strategy or enriching the service you provide to your customers, we are here to provide hands on help and guidance for your team.

Welcome to Propman: New User Onboarding 

This session covers essentials for new Propman users to make sure they are proficient and confident in the Propman ways of working as quickly as possible.

Estimated Time: 0.5 Day 

Value

  • Learn from the Propman experts
  • Reduce unproductive time
  • Get up to speed as quickly as possible 
  • Use Propman efficiently with best practices 

Outcome

  • Confidence navigating Propman 
  • Understand business structure within Propman 
  • Ability to run reports 
  • Tips & tricks 
  • Role specific understanding 

Example Agenda

  1. Log in/intro to Demo system 
  2. Navigating Propman 
  3. Explain structures & relationships 
  4. Most used areas/tools 
  5. Role specific Q&A
Request more information
"Kevin was very clear, very good at reacting to questions, very thorough and worked well with our demo data to explain in ways that were relevant for our company. We are now keen to see how we can use Propman more as a company and use more features."
Capital Space

Perfecting Recurring Processes

This session is for Propman users who are looking to increase efficiency when running procedures.
We will cover what Business Processes are, why they are important for increasing efficiency, and learn how to set them up to streamline recurring procedures.
 
Estimated Time:  0.5-1 Day

Value 

  • Reduce human error  
  • Run procedures which are bespoke to your business  
  • Increase control and consistency over how Procedures are run
  • Ensure critical dates are not missed 

Outcome

  • Understanding of what Business Processes templates are, their value, and how they can be set up in Propman  

  • Set up and usage of business processes e.g. Demands, Supplier payment runs,  Recurring transaction imports, S/C budgets 

Example Agenda

  1. Review of current recurring processes within Propman 
  2. Introduction to Business Process Types and Statuses 
  3. Creating Business Process Templates 
  4. User Defined Reports and Procedures 
  5. Creation of Business Process Events – Auto-create and manual 
  6. Completing statuses of Business Process events and running of procedures/reports
Request more information

Go Paperless With Propman

Our paperless session is for teams looking to use Propman to replace paper-based processes to increase efficiency, reduce human error, and strengthen sustainability credentials. 
 
Estimated Time:  0.5-1 Day (dependent on Xenith integration)

Value

  • Increase user efficiency and save time, especially between a remote workforce 
  • Strengthen sustainability credentials by moving away from paper-based processes  
  • Reduce human error or risk of loss of information when logging details from paper on to Propman 
     

Outcome

  • Understand how to use Communications to digitize correspondence with tenants, clients and suppliers.  
  • Proficient in using Xenith to automate the process of logging supplier invoices onto Propman (requires Xenith integration)
  • Centralised library of documents and communications

Example Agenda

  1. Xenith (requires integration)
    • Intro to Xenith and how to manage the integration
    • Intro to the PIR and how to process invoices from the PIR
  2. Communications
    • Doc Storage & Email Generation 
    • Bulk Communications 
  3. Key Data
    • Intro to Key Data
    • Keywords, categories and analysis groups 
    • Creating Key Data & reporting
Request more information
"Adam was very much engaged with all attendees and provided a good insight in to how to achieve what we are setting out to do."
MCR Property Management

Improve Your Client/Tenant/Supplier Experiences 

This session covers how to customise word templates by changing the layouts, adding more data and including corporate branding.
 
Estimated Time:  0.5 Day

Value

  • Increased 3rd party (Client, Tenant, Supplier) satisfaction with documents received 
  • Better understanding of how Propman produces merge documents 
  • Corporate standardisation 

Outcome

  • Users have knowledge of standard functionality to amend word templates 
  • Customise specific templates with corporate style and branding 
  • Additional information included on templates where required
  • Understand how to set up communications per document in Propman
     

Example Agenda

  1. Review of current templates
  2. Locate file structure (wordtemp folder)
  3. Edit template – merge fields, layout, branding, header/footer 
  4. Customisation of ‘Detail’ field on specific templates (tenant demands & arrears, tenant & client statements) to include information per transaction. 
  5. Testing and emailing new templates
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Enhance Your Propman Reporting

Our team are here to teach users how to create and customise reports in Propman to meet reporting requirements.
 
Estimated Time:  0.5 Day

Value

  • Users will produce standardised reports across your business following best practice 
  • Increase efficiency of running reports and gathering useful information 

Outcome

  • Users understand how to customise reports to be produced from Propman
  • Reports created and customised as per business requirements

Example Agenda

  1. Scope requirements of reporting needs
  2. Create reporting groups as per business requirements
  3. Set up of User Defined Reports – customise reporting criteria, remove and add fields, edit header and footer for outputting reports to pdf, introduction to macros 
  4. How to use the report scheduler function
  5. Run example reports
Request more information
"We are always very pleased with the service, training & support from Grosvenor"
JJ Fox International LLP

Level Up Your Propman Experience

Work with our Propman specialist to discuss your use of Propman and potential improvements that can be made with the aim of improving existing processes, implementing new functionality and establishing best practices.
 
Estimated Time:  0.5 Day

Value

  • Optimise how your team currently use Propman
  • Better understanding of Propman functionality 
  • Clear path for streamlining and improving processes within Propman
     

Outcome

  • Address key queries and sticking points of users 
  • Plan for training going forward to improve overall use of Propman 
  • Gap analysis of current use of Propman vs potential use of Propman 

Example Agenda

  1. Scope current use of Propman 
  2. Discuss queries and sticking points to be addressed 
  3. Run through new or unused functionality that can improve business processes 
  4. Establish requirements for future training and build plan 
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Streamline Procurement, Payments & Invoices

In one of our most popular sessions, our team covers the end to end functionality of Propman's purchase to pay process and setup of related controls and procedures.
 
Estimated Time:  1-2 Days

Value

  • Streamlining P2P process 
  • Setup of efficient procedures based on requirements 
  • Improvement of internal controls around accounting functions 

Outcome

  • Cover full internal supplier process from point of purchase to organising payment 
  • Users understand Type/Status relationship of Jobs and PIRs 
  • Implementing a controlled business structure in relation to job and invoicing functions 

Example Agenda

  1. Review user settings for authorisation relating to Jobs and Invoicing functionality
  2. Jobs – Types/Statuses, organising works, issuing Purchase Orders, customising PO template
  3. PIR – Types/Statuses, invoice authorisation, linking files, 
  4. Posting invoice to ledger
  5. Supplier payments – BACS, remittances 
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Optimise Propman Performance & Data Management

Learn best practice on how to maintain your Propman database from the experts. We cover data management processes including archiving historic records and removing outdated files and reports.
 
Estimated Time:  1-2 hours (ask James)

Value

  • GDPR
     compliance

  • Reduce storage requirements of Propman database 
  • Speed improvements

Outcome

  • Users understand how to continually maintain the database 
  • De-clutter of historic reports, files, events 

Example Agenda

  1. Review relevant Sysadmin settings
  2. Setup of balance tables
  3. Clearing of outdated reports
  4. Removing of historic documents 
  5. Event Archiving 
Request more information
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See how Propman could help your business

Get in touch to request a demo, ask a question or request more info