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Large real estate company automates and streamlines lease workflow

Real estate firm Combined Properties has chosen a business process management (BPM) solution to automate and streamline workflow. The company has implemented Process Director from BP Logix to improve its lease workflow and other administrative processes such as employee onboarding and training. Headquartered in Washington, D.C., with a full-service office in California, the firm has a $1 billion portfolio and specializes in acquiring and developing shopping centers and mixed-use properties.

Combined Properties needed to track, monitor, analyze and report on all activities from the time a lease begins until it ends. Because multiple leases were moving concurrently through the system, the company wanted a more automated, efficient system to streamline processes.

Andre White, director of IT services for Combined Properties, began to investigate process automation solution providers. Responsible for the firm’s network infrastructure and technology services, White required ease of use, deployment and functionality. Logical process automation design and rapid development were also important to White and his team.

White says, “We liked the methodology of BP Logix, how Process Director works, how it integrates with external applications and relational databases, the ability to make and design e-forms with Microsoft Word and do so without a massive number of admins or a full-time DBA. The ability to create corporate business rules that ensure that everyone is following the protocol for a process uniformly was very important to us.”

White adds, “As a result of using Process Director, we have added accountability to our processes, allowing multiple people to be aware of task status and who is responsible for them.”

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