| The Technology Roadmap [SOP] |

Purpose
Introduction to our Strategy

Suggested Partners: Leadership team and committee members.

Outcome

Streamline operations and enhance scalability by implementing integrated systems that reduce inefficiencies and optimize resource management. These improvements will lead to increased profitability, better decision-making, and sustained business growth for real estate investment operations.

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Definition

Understand the 9 Steps you should be taking right now to optimize.

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Six Hats Method

Get the simple logic we use behind some of our biggest decisions.

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For many REI businesses, the potential for growth often goes untapped due to inefficient systems and disjointed operations. Unlocking this potential with the right technology can lead to transformative results that drive long-term success.

Definition:

The Technology Roadmap

The Technology Roadmap simplifies complex processes— allowing you to focus clear, actionable steps to enhance efficiency, reduce risks, and drive measurable results,

A flowchart with three stages: Foundation, Implementation, and Optimization. Foundation includes Team Structure, Visionary Planning, and Strategy Creation. Implementation includes Systems Mapping, Team Management, and Comms Management. Optimization includes Technology Selection, Contract/Doc Management, and Scaling Operations.

FOUNDATION

Step 1: Team Structures and Building a Team

We assess your current team structures, recommend optimal configurations, and carefully select team members who bring complementary skills and align with your company's vision.

LAUNCH ASSESSMENTS

Step 2: Visionary Planning and Setting Technology Investment Goals

We develop a long-term strategic vision for your company's technology roadmap and work with you to set specific, measurable technology investment goals.

LAUNCH ASSESSMENTS

Step 03: Creating and Implementing the Technology Strategy Plan

We develop a thorough technology strategy plan tailored to your business needs. This involves deep-dive technical analysis, identifying key opportunities and threats, and implementing a Functional Technology Framework with clear KPIs and reporting structures.

LAUNCH ASSESSMENTS

IMPLEMENTATION

Step 4: Delivering a Functional Technology Systems Map

Within the first 30 days, we deliver a Functional Technology Systems Map that outlines your entire technology landscape. This map provides a clear view of your systems.

LAUNCH ASSESSMENTS

Step 5: Team Management and Reviews

We establish clear roles, responsibilities, and decision-making processes for your team, empowering them to take ownership and make autonomous decisions. We conduct regular team performance evaluations to identify areas for improvement.

LAUNCH ASSESSMENTS

Step 6: Regular Communication and Managing Up

We facilitate regular communication through quarterly planning calls, weekly sprint planning and review sessions, and daily stand-ups. We effectively communicate your team’s progress, roadblocks, and resource needs to leadership, building trust through transparent, proactive collaboration.

LAUNCH ASSESSMENTS

OPTIMIZATION

Step 7: Technology Decisions and Development Processes

We carefully evaluate and select the right technologies, platforms, and tools to support your business, ensuring scalability, security, and maintainability. We establish efficient development processes and best practices, empowering your engineering team to deliver high-quality, reliable software.

LAUNCH ASSESSMENTS

Step 8: Contract Management and Documentation

We establish comprehensive documentation practices to capture technical specifications, operational procedures, and knowledge, ensuring information is accessible and up-to-date.

LAUNCH ASSESSMENTS

Step 9: Scaling the Company

We develop scalable infrastructure and processes to support your company's growth. Continuously optimizing operations and automating tasks, we empower your team to handle increasing demands efficiently, ensuring your business can scale smoothly and sustainably.

LAUNCH ASSESSMENTS

  • Differentiate between feature, platform, and collaboration teams.

  • Choose individuals with complementary skills and a shared vision.

  • Create a positive, supportive environment.

  • Clear decision-making processes.

  • Enable autonomous decision-making.

  • Regular performance reviews.

  • Conduct strategic planning sessions.

  • Ensure continuous progress.

  • Maintain daily oversight and support.

  • Progress, roadblocks, and resource needs.

  • Select the right tools and platforms.

  • Maintain and update the tech stack.

  • Agile methodologies, continuous integration.

  • Create a comprehensive technology systems map.

  • Ensure timely delivery and implementation.

  • Conduct in-depth technical analysis and planning.

  • Establish a robust technology framework.

  • Define KPIs and reporting structures.

  • Support company growth.

  • Automate tasks and empower the team.

  • Favorable terms and clear SLAs.

  • Addressing issues proactively.

  • Technical specifications, operational procedures.

  • Long-term technology roadmap.

  • Establish clear, measurable technology goals.