Real estate technology glossary
Use these plain-language definitions to evaluate technology decisions, explain requirements, and create shared language across owners, staff, and vendors.
Explore REI Strategy servicesThe Operating Language Library
Technology, execution, and operating terms in plain English.
Search the language behind technology, Agile delivery, EOS, Lean Six Sigma, and project management. Select any term for a practical definition and a related REI Strategy resource.
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Select a term to read1-Year Plan
The limited set of measurable company goals leadership commits to achieve during the next year.
Read: Fractional CTO support3-Year Picture
A specific description of what the business should look like three years from now.
Read: Fractional CTO support5S
A workplace organization method: Sort, Set in order, Shine, Standardize, and Sustain.
Read: Operations, SOPs, and scale10-Year Target
A long-range goal that gives the organization a clear direction.
Read: Fractional CTO supportAcceptance criteria
The observable conditions a solution must meet before the work is approved as complete and transferred into ongoing ownership.
Read: Implementation SupportAccountability Chart
A role-based view of the major functions, seats, responsibilities, and reporting relationships in a business.
Read: Fractional CTO supportAgile
An adaptive way of organizing work around short feedback cycles, usable outcomes, collaboration, and response to changing information.
Read: Implementation SupportAI workflow
A business workflow that uses an AI model for a defined task such as classification, extraction, drafting, summarization, or recommendation, with human review and quality controls matched to the risk.
Read: AI and automationAPI
An application programming interface that allows approved software systems to exchange data or request actions through documented methods and permissions.
Read: CRM systems and integrationAssumption
A condition treated as true for planning purposes that may need validation.
Read: Technology Audit and RoadmapAutomation
A rule-based process that performs a repeatable action when defined conditions are met, with assigned monitoring, exception handling, and ownership.
Read: AI and automationBacklog refinement
Ongoing work to clarify, split, estimate, and reorder future backlog items.
Read: Implementation SupportBaseline
The approved version of scope, schedule, or budget used to compare actual performance and manage change.
Read: Technology Audit and RoadmapBurndown chart
A chart that shows remaining work over time during a Sprint or delivery period.
Read: Implementation SupportBusiness case
The documented reason for an investment, including the problem, options, expected value, cost, risk, and recommendation.
Read: Technology Audit and RoadmapBusiness intelligence dashboard
A visual reporting interface that presents approved metrics, definitions, filters, and time periods for a specific decision audience.
Read: Technology metrics for real estate operatorsChange management
The structured work that helps people understand, adopt, use, and sustain a new process, system, responsibility, or operating rule.
Read: Operations, SOPs, and scaleChange request
A documented proposal to modify approved scope, schedule, budget, requirements, or another project baseline.
Read: Technology Audit and RoadmapConstraint
A fixed limit involving time, budget, scope, resources, policy, technology, or quality.
Read: Technology Audit and RoadmapControl plan
A documented plan for monitoring key process conditions, response rules, ownership, and sustained performance.
Read: Operations, SOPs, and scaleCore Focus
The combination of a company's purpose, cause, or passion and the work it can perform especially well.
Read: Fractional CTO supportCore Values
The small set of essential behaviors used to guide hiring, feedback, decisions, and culture.
Read: Fractional CTO supportCritical path
The longest dependent sequence of scheduled work that determines the earliest possible completion date.
Read: Technology Audit and RoadmapCritical to quality
A measurable requirement that must be met for an output to satisfy an important customer or business need.
Read: Operations, SOPs, and scaleCRM
A customer relationship management system that stores relationship data, organizes pipeline activity, assigns follow-up, and supports reporting across a defined operating process.
Read: CRM systems and integrationCycle time
The elapsed time required to complete one unit of work from start to finish within a process step.
Read: Operations, SOPs, and scaleDaily stand-up
A short daily coordination meeting used to inspect progress, identify obstacles, and adjust the immediate plan.
Read: Implementation SupportData enrichment
The controlled addition of verified attributes to an existing record from approved internal or external sources.
Read: Data, reporting, and the technology stackData governance
The decision rights, standards, ownership, access rules, quality checks, and review routines used to keep business data reliable and appropriate.
Read: Data, reporting, and the technology stackDefinition of done
The shared quality standard that work must meet before the team treats it as complete and usable.
Read: Implementation SupportDeliverable
A specific output, result, document, system, or capability the project is responsible for producing.
Read: Technology Audit and RoadmapDependency
A relationship where one task, decision, resource, or deliverable relies on another.
Read: Technology Audit and RoadmapDMAIC
A five-phase improvement method: Define, Measure, Analyze, Improve, and Control.
Read: Operations, SOPs, and scaleEight wastes
Defects, overproduction, waiting, unused talent, transportation, inventory, motion, and extra processing.
Read: Operations, SOPs, and scaleEOS
A business operating framework that helps leadership teams align vision, people, data, issues, processes, and execution.
Read: Fractional CTO supportEpic
A large body of work that must be broken into smaller outcomes or stories before delivery.
Read: Implementation SupportFishbone diagram
A cause-and-effect diagram used to organize possible causes of a problem across logical categories.
Read: Operations, SOPs, and scaleFive Whys
A questioning technique that repeatedly asks why a problem occurred to move from a symptom toward a root cause.
Read: Operations, SOPs, and scaleFractional CTO
A part-time executive technology leader who sets direction, aligns priorities and resources, leads critical delivery, and improves the technology function over time.
Read: Fractional CTO supportGWC
An EOS test for whether a person Gets the role, Wants the role, and has the Capacity to do it.
Read: Fractional CTO supportIDS
The EOS problem-solving sequence of Identify, Discuss, and Solve used to reach the root issue and assign an action.
Read: Fractional CTO supportIncrement
The integrated, usable result produced during a Sprint that meets the Definition of Done.
Read: Implementation SupportIntegrator
The leader who connects major functions, resolves cross-functional issues, drives accountability, and turns vision into coordinated execution.
Read: Fractional CTO supportIssue
A current problem or decision that is already affecting the work and requires action.
Read: Technology Audit and RoadmapIssues List
A shared list of obstacles, opportunities, questions, and unresolved decisions that require attention.
Read: Fractional CTO supportKaizen
A practice of continuous improvement through small, repeated changes informed by the people doing the work.
Read: Operations, SOPs, and scaleKanban
A visual method for managing flow by making work visible, limiting work in progress, and improving delivery.
Read: Implementation SupportLead routing
The rules and controls that assign a new lead or task to the right person, queue, or workflow based on approved criteria.
Read: Automating lead follow-upLead time
The total elapsed time from a request entering a process until the requested outcome is delivered.
Read: Operations, SOPs, and scaleLean
A management approach that improves customer value by reducing waste, delays, handoff friction, and unnecessary effort.
Read: Operations, SOPs, and scaleLessons learned
Documented observations about what helped, what failed, and what should change in future work.
Read: Technology Audit and RoadmapLevel 10 Meeting
A structured weekly leadership meeting with a standard agenda for scorecard review, Rocks, issues, decisions, and accountability.
Read: Fractional CTO supportMeasurable
A number owned by one person and reviewed on a defined cadence to show whether an important result is on track.
Read: Fractional CTO supportMilestone
A significant point used to mark a decision, approval, completion, dependency, or phase transition.
Read: Technology Audit and RoadmapPareto chart
A ranked chart used to identify the small number of causes responsible for a large share of observed problems.
Read: Operations, SOPs, and scalePoka-yoke
A process or design feature that prevents an error or makes the error immediately visible.
Read: Operations, SOPs, and scalePortfolio
A collection of projects, programs, and investments managed together to support strategy and resource decisions.
Read: Technology Audit and RoadmapProcess Component
The EOS discipline of documenting and consistently following the company's core processes.
Read: Fractional CTO supportProcess owner
The person accountable for the outcome, rules, performance, changes, and cross-functional coordination of a business process.
Read: Operations, SOPs, and scaleProduct backlog
An ordered list of product needs, improvements, defects, and learning work maintained as the source of upcoming work.
Read: Implementation SupportProduct owner
The person accountable for maximizing value and ordering product work according to goals, evidence, and stakeholder needs.
Read: Implementation SupportProgram
A coordinated group of related projects and activities managed together to achieve benefits that separate management would miss.
Read: Technology Audit and RoadmapProject
A temporary effort undertaken to create a defined product, service, result, or change.
Read: Technology Audit and RoadmapProject charter
A document that authorizes a project and states its purpose, objectives, sponsor, high-level scope, authority, and constraints.
Read: Technology Audit and RoadmapProject governance
The decision rights, review structure, escalation paths, controls, and accountability used to direct a project.
Read: Technology Audit and RoadmapProject management office
A function that supports project standards, governance, reporting, portfolio visibility, and delivery capability.
Read: Technology Audit and RoadmapProject manager
The person accountable for organizing the plan, people, communication, risks, decisions, and delivery work.
Read: Technology Audit and RoadmapProject sponsor
The executive owner who authorizes the project, protects its business value, and resolves major decisions or barriers.
Read: Technology Audit and RoadmapRACI
A responsibility model that identifies who is Responsible, Accountable, Consulted, and Informed for a task or decision.
Read: Technology Audit and RoadmapRAID log
A working record of Risks, Assumptions, Issues, and Dependencies used to support review and action.
Read: Technology Audit and RoadmapResource allocation
The assignment of people, time, budget, tools, or capacity to planned work.
Read: Technology Audit and RoadmapRight People, Right Seats
The EOS principle of matching people who fit the company's values with roles they can perform successfully.
Read: Fractional CTO supportRisk
An uncertain event or condition that could affect objectives if it occurs.
Read: Technology Audit and RoadmapRocks
The small set of most important priorities a company or person commits to complete during a quarter.
Read: Fractional CTO supportRoot cause analysis
A structured investigation used to identify the underlying conditions that create a recurring problem.
Read: Operations, SOPs, and scaleScope
The approved boundaries of the work, including what the project will deliver and what it excludes.
Read: Technology Audit and RoadmapScope creep
Uncontrolled expansion of work without corresponding approval, resources, schedule, or budget adjustment.
Read: Technology Audit and RoadmapScorecard
A short weekly set of measurable numbers that gives leaders an early view of business performance.
Read: Fractional CTO supportScrum
A lightweight framework that helps a team deliver complex work through defined accountabilities, events, and short delivery cycles.
Read: Implementation SupportScrum master
The person accountable for helping the team and organization understand and use Scrum effectively.
Read: Implementation SupportSingle source of truth
The approved system, dataset, or definition used as the authoritative reference for a specific business fact or decision.
Read: Data, reporting, and the technology stackSIPOC
A high-level process view showing Suppliers, Inputs, Process, Outputs, and Customers.
Read: Operations, SOPs, and scaleSix Sigma
A disciplined method for reducing process variation and defects through measurement, analysis, and controlled improvement.
Read: Operations, SOPs, and scaleSprint
A fixed-length period in Scrum during which the team works toward a Sprint Goal and creates a usable increment.
Read: Implementation SupportSprint backlog
The selected backlog items, Sprint Goal, and delivery plan the team uses during the current Sprint.
Read: Implementation SupportSprint goal
A single objective that gives the Sprint purpose and guides tradeoffs during delivery.
Read: Implementation SupportSprint planning
The event where the team agrees on the Sprint Goal, selected work, and an initial plan for delivery.
Read: Implementation SupportSprint retrospective
A team review of how the work was performed and which improvement will be tested next.
Read: Implementation SupportSprint review
The event where the team and stakeholders inspect the outcome of a Sprint and adjust future priorities.
Read: Implementation SupportStakeholder
A person or group that affects, funds, uses, approves, supports, or is affected by the work.
Read: Technology Audit and RoadmapStandard operating procedure
A documented method for completing recurring work with a stated purpose, trigger, inputs, steps, decisions, quality checks, responsibilities, and change history.
Read: Operations, SOPs, and scaleStandard work
The current approved method for completing a task with defined steps, sequence, timing, and quality expectations.
Read: Operations, SOPs, and scaleStatus report
A recurring summary of progress, completed work, upcoming work, decisions, risks, issues, and forecast.
Read: Technology Audit and RoadmapStory points
A relative estimate of work based on complexity, effort, uncertainty, and risk.
Read: Implementation SupportSystems integration
The controlled exchange of data or actions between systems so a business process can move across tools with clear ownership and fewer manual handoffs.
Read: CRM systems and integrationTechnology roadmap
An ordered plan that connects business priorities to technology initiatives, owners, dependencies, timing, budget, risks, and success measures.
Read: Technology Audit and RoadmapTechnology stack
The connected set of software, data, integrations, infrastructure, vendors, and operating practices used to run a business.
Read: Data, reporting, and the technology stackTraction Component
The EOS discipline of converting vision into quarterly priorities, weekly accountability, and measurable execution.
Read: Fractional CTO supportUser acceptance testing
Testing performed by representative users to confirm a solution supports agreed business scenarios and acceptance criteria.
Read: Technology Audit and RoadmapUser story
A short description of a need written from the user's perspective to support discussion, clarification, and acceptance.
Read: Implementation SupportValue stream map
A visual map of the work and information required to deliver value, including delays, queues, and waste.
Read: Operations, SOPs, and scaleVelocity
The amount of estimated work a team completes in a Sprint, used carefully for planning within that team.
Read: Implementation SupportVendor management
The process for selecting, contracting, directing, measuring, reviewing, and exiting technology providers according to business outcomes and responsibilities.
Read: Fractional CTO supportVision/Traction Organizer
A two-page EOS planning tool that records the company's core vision and near-term execution plan.
Read: Fractional CTO supportVisionary
The leader who creates ideas, sees opportunities, builds relationships, and sets long-range direction.
Read: Fractional CTO supportVoice of the customer
Evidence about customer needs, expectations, problems, and priorities used to define value and quality.
Read: Operations, SOPs, and scaleWaste
Time, effort, movement, inventory, defects, or activity that consumes resources without creating required value.
Read: Operations, SOPs, and scaleWebhook
A message one system sends to another when a defined event occurs, commonly used to trigger a near-real-time integration workflow.
Read: CRM systems and integrationWork breakdown structure
A hierarchical breakdown of the project scope into manageable deliverables and work packages.
Read: Technology Audit and RoadmapWork in progress limit
A limit on how many items can be active at one stage so the team can reduce congestion and finish work.
Read: Implementation SupportWorkflow
A defined sequence of work that moves an input toward an outcome through named steps, decisions, roles, systems, handoffs, and checks.
Read: Operations, SOPs, and scaleNo terms match that search. Try a broader word or another category.