Umer Kamran
Facility Operations | Work Orders | ERP
Client Overview
A Global Real Estate Organization manages a diverse U.S. and Canadian portfolio of commercial properties, supported by Angus Anywhere for tenant work orders and utility billing. To maintain operational excellence across thousands of tenants and leases, the organization needed to strengthen system integration with its ERP and business intelligence platforms.
The Challenge
While Angus Anywhere served as the CMMS platform, its aging capabilities and lack of integrations created several pain points:
Manual Data Flows: Tenant and lease information had to be manually re-entered between systems.
Delayed Financial Processing: Charges and journals from Angus were not automatically synchronized with ERP, slowing invoicing cycles.
Fragmented Reporting: Inspections data sat in silos, limiting visibility into portfolio-wide performance.
Inefficient Operations: Staff time was consumed by reconciliation tasks rather than focusing on tenant service and operational improvements.
These limitations reduced efficiency and made it harder for leadership to track financial and maintenance performance across regions.
Our Approach
Instead of replacing Angus, we modernized its role by building integrations with core enterprise systems:
ERP Integration (Yardi): Automated the synchronization of tenant and lease master data, while also enabling inbound processing of charges and financial journal data for invoicing.
Financial Workflow Automation: Established a seamless data pipeline from Angus to ERP to ensure faster, more accurate billing and reporting.
Business Intelligence Integration: Connected Angus inspections data to Power BI, creating visualizations for real-time operational insights.
Process Optimization: Redesigned workflows to reduce redundant manual entry and enhance staff adoption of the new integrated processes.
The Process
Assessment: Reviewed existing workflows and identified critical integration gaps between Angus, Yardi, and reporting tools.
Integration Build: Developed connectors to synchronize tenant/lease data and automate financial journal entries.
Reporting Enablement: Built Power BI dashboards to visualize inspections data and portfolio performance.
Testing & Validation: Piloted the integrations to ensure data accuracy and reliability across systems.
Training & Rollout: Conducted staff training on new workflows and reporting tools to ensure adoption.
Results
Reduced Manual Work: Automated data synchronization eliminated redundant entry, improving staff efficiency.
Accelerated Invoicing: Integration with ERP shortened billing cycles and improved accuracy of financial records.
Enhanced Reporting: BI dashboards gave leadership real-time visibility into inspections data and operational performance.
Future-Ready Operations: Established a scalable integration framework for continued modernization of building operations.