Standardize Your Data
Consistency is key. Use consistent naming conventions and standardized address formats, create required fields for the data that is critical, and run regular data audits and cleanup so the portfolio stays trustworthy.
Establish Clear Workflows
Document your processes. Define project templates for common scenarios, set up approval workflows, create checklists for complex processes, and train team members on the procedures so the process survives turnover.
Bring the Whole Deal Team In
Your deal team spans companies. Include the broker, the landlord, and the GC in the projects that concern them rather than forwarding them a PDF after the fact. Share proactively, use comments and @mentions liberally, and hold team syncs against one shared view instead of five different versions of it.
Stay Proactive
Don't wait for problems to surface. Set up critical date reminders well in advance, run regular portfolio reviews, track market trends and opportunities, and treat process improvement as continuous rather than occasional.
Measure and Improve
Use data to get better. Track key performance indicators, analyze project timelines, survey team satisfaction, and benchmark your results against industry standards.