Pick the right platforms. In the right order.
Independent ERP, CRM, leasing, and facility management selection, plus the rollout plan that keeps the business running while it happens.
Our experience
Independent. By design.
Technology selection at most firms ends with whichever vendor has the closest reseller relationship. Ours does not. We do not sell licences, we do not take partner commissions, and we have no preferred vendor list. Recommendations are scored against your requirements, not a partner programme. And the roadmap is sequenced so the business keeps running through the rollout.
Three ways we work with real estate leadership teams.
Pick the depth of engagement that matches the decision in front of you. Every tier starts with a senior consultant and ends with a written deliverable, not a slide deck.
01
4 to 6 weeks
Vendor selection
When you already know which category of platform you need and want an independent, structured selection process. We run the RFP, score the vendors against your requirements, and deliver a defensible recommendation.
Scored vendor shortlist, recommendation memo, commercial benchmark, and contract negotiation guidance.
02
8 to 12 weeks
Technology roadmap
A full platform strategy across the business, from ERP to CRM to leasing to facility management. Right for teams modernising more than one system at once and needing a sequenced rollout plan.
Platform map, integration architecture, sequenced rollout plan, total cost of ownership model, and change plan.
03
Ongoing partnership
Implementation oversight
Senior consultants holding the vendor and the internal team accountable through go-live. Right for portfolios where the cost of a missed go-live is large.
Weekly delivery governance, vendor scorecard, risk tracking, and accountability against the rollout plan.
Eight capabilities under one practice.
Every selection or roadmap engagement draws from this set. The mix depends on whether you are picking one platform or rebuilding the stack.
01
Requirements definition
Translate the operating model into the requirements the platform actually needs to meet, in language vendors can respond to.
02
Vendor longlist and shortlist
Identify the right vendors for your context, not just the names that come up in every brochure.
03
Structured RFP and scoring
Run the formal selection process with scoring rubrics that produce a defensible recommendation, not a gut feel.
04
Demo design and scoring
Design demos that test the platform against your real workflows, not the vendor's curated sales script.
05
Commercial benchmarking
Benchmark pricing across vendors and against the market so the commercial negotiation starts from a position of knowledge.
06
Integration architecture
Design how the new platform connects to the systems around it, including the data layer that makes everything work together.
07
Sequenced rollout plan
Phase the rollout so the business keeps running, with clear go-live criteria and rollback plans at every stage.
08
Total cost of ownership model
Build the multi-year TCO model that lets the board compare options on something other than year-one licence cost.
Vendor-independent. Platform-fluent.
We work across the platforms real estate businesses actually run on. We do not resell licences and we take no vendor commission.
ERP and property management
Yardi, MRI Software, Buildium, Re-Leased, AppFolio, RealPage
CRM and customer platforms
Salesforce, HubSpot, Apto, Pipedrive, Microsoft Dynamics
Leasing and listings
VTS, Hightower, Funnel, Reonomy, Datscha
Facility management
Planon, IBM Tririga, Archibus, FacilityForce
Workflow and project
Asana, Monday, ClickUp, Jira, Smartsheet
Data and analytics
Looker, Power BI, Tableau, Snowflake, dbt
Recommendations are scored against your requirements, not a partner programme. If the right answer is a platform we have never deployed, we will say so.
What you walk away with.
Every full Technology Roadmap produces this set. The shorter Vendor Selection delivers a subset focused on a single platform decision.
01
Documented requirements catalogue
02
Scored vendor shortlist and recommendation memo
03
Commercial benchmark and negotiation guidance
04
Integration architecture map
05
Three-year sequenced rollout plan
06
Total cost of ownership model
07
Risk register and rollback plan
08
Change management and adoption plan
Where this practice adds the most value.
Teams choosing between shortlisted vendors
When you have already narrowed the field and need a structured, independent decision the board will back.
Operators rebuilding the technology stack
When more than one platform needs to change and the sequencing decisions matter as much as the platform choices.
Portfolios scaling beyond their current systems
When the platforms that got you here will not get you to the next size, and the replacements need to be picked carefully.
Investors stress-testing a target's technology
Technology due diligence on a target asset or platform business, including realistic replacement cost and timeline.
A four stage practice. A senior consultant on every project.
We keep scopes tightly bounded, our methodology disciplined, and our recommendations grounded in evidence. The result is a decision you can defend in front of your board, your investors, and your operating team.
Diagnose
We begin by understanding your business, your assets, and the stakeholder context. Every engagement opens with a structured discovery period where we frame the right questions before chasing answers.
Analyse
We combine primary research, your internal data, and external market intelligence to build evidence led hypotheses. You see our working, not only our conclusions.
Recommend
We co create a prioritised roadmap with your leadership team. Every recommendation is sequenced, costed, and risk adjusted, with the trade offs spelt out clearly.
Implement
We stay involved through execution and track outcomes against the original value case. The engagement closes when the change holds, not when the deck is delivered.
The thinking behind the work.
Why most real estate technology decisions get made backwards.
The typical selection process starts with a vendor demo and works backwards to a requirements list. A practitioner view on what changes when you flip that order, and why the right platform is rarely the loudest one.
Read the perspectiveThe best platform is usually the one nobody pitched first.
Ready to talk?
Tell us about the platform decision in front of you, the shortlist on your desk, or the stack you are about to rebuild. We respond within one business day with a clear point of view.
Prefer to schedule directly?