ParcelleA single view of the property portfolioBook 30 minutes

Prepared for Élise, Head of asset management, Foncière Aubrac

A portfolio tracked in ten spreadsheets, a single view before the March review.

You have been running asset management at Foncière Aubrac for a month, and the company is hiring two site managers. In the first few months you often inherit a portfolio tracked in ten different spreadsheets. Here is what Parcelle would look at first for you.

Your situation

New role a month ago, hiring two site managers

What has just changed, and what it means over the next few weeks.

1 monthrunning asset management
2 site managersbeing hired
10 spreadsheetsto track the portfolio
Marchthe portfolio review

For Élise

What Parcelle looks at first for you

1

Every asset, one record

Parcelle brings together leases, works, charges and surveys per asset, from your existing spreadsheets, with no re-entry.

How many assets are in the portfolio, and which ones have no up-to-date record today?
2

What is coming due

Every week, the leases renewing, the mandatory works and the surveys expiring, by asset and by date.

Which deadlines fall before the March review, and who tracks them?
3

The two site managers

A works plan per asset, costed and dated, so they start with the projects that weigh most in the review.

Which projects do you want to present as under way in March?

Getting started

Week 1

Your ten spreadsheets loaded, assets reconciled.

Month 1

Deadlines shown, reviewed with you.

Before March

The single view ready for the portfolio review.

Shall we bring the portfolio together before March?

Thirty minutes on a call: your spreadsheets as they are, what Parcelle would do with them, and what you will present in March.

Book 30 minutes