Systems Audit

HOA Management Has Many Pieces. A Systems Audit is a Natural Start.

We perform a comprehensive company-wide audit to identify areas for improvement and help HOA management companies and property managers optimize their operations. Our audit covers everything from existing infrastructure and processes to customer service management and financial transactions.

Workflow HOA uses AI and the proper governance to automate. These tasks deliver real-time data to streamline operations and improve service to homeowners.

Systems Audit

Our work process

Once we identify the objective of our work, we will develop a full strategy, including the project plan, execute an implementation plan, and integrate the solutions into existing workflows.

Identify

At engagement, we will provide a robust forty page discovery document that we will do together. This will be developed in a retreat style session and will include overall objectives, documenting documentation on existing processes and how prospecting, management, and customer service is handled. This is completed within the first three weeks of engagement and all together will specifically bring immense value even before any new technology integration.

Strategy

After identifying solutions that will improve HOA management. We will develop robust IT solutions that can be improved, along with the repositories needed to accomplish the objective. A large part of our strategy is training staff on how to use the systems we implement. Strategies will include both solutions, cost/savings, project plans and asset repositories so each IT solution is fully managed.

Implementation

Each IT implementation will be unique to every company but will all include best practices for both HOA management and property management. Some of our catered solutions include implementing devices that can help reduce cost on on-premise security, access. RFP and Grant finders specific to county and states where the properties are managed and prospecting workflows that can be utilized with software. We will include any AI processes that will help improve the full implementations.

Integration

Each integration will be unique. Integration will be thought through to include using the new technologies with existing software and processes. This will include full trainings and goals will include a execution of any strategies so we can fully see the value of the solution.

Leverage Workflow HOA for transformative outcomes.

Let’s simplify HOA management by transforming all elements around the homeowner.

Manage the prospecting process with ease by adding automation and technology solutions that can quickly identify the appropriate decision makers.
Onboard communities using a robust platform that allows quick migrations of homeowner data, budgets and compliance that is typically mandated.
Customer support can be tedious, leverage new technologies like chat bots that use predictive analytics to simplify the multiple requests that will be coming your way.
Simplify board meetings, mailings, and all aspects of the business.
Manage data through compliant solutions.
Build real relationships by sharing opportunities from vendors, to grants neighborhoods can qualify for.

Frequently Asked Questions

Workflow HOA has robust IT solutions for HOA and property management. Here are a couple of frequently asked questions. Contact us with any specific inquiries. We would be happy to assist you.

What is Workflow HOA?

Workflow HOA is a IT service and solution specifically designed for HOA and property managers. Our service includes fully automating and integrating AI and solutions like Salesforce, GSuite, or Microsoft products based on your company needs. We also are on the forefront of prompt engineering with tools like ChatGPT and IoT products.

Are you able to start a project immediately?

We would start on a discovery and onboarding within the first three weeks of engaging. Once we fully determine the proper solution we will present a strategy and implementation plan and schedule out the work and trainings.

What is your pricing model?

Each of our solutions has the same discovery costs since we believe in an interactive retreat method of gathering information. Once the discovery costs are paid, each solution is priced differently and could include an implementation, training, and maintenance cost.

Where do you work?

We work all across the country, and can conduct discovery sessions remotely or in-person for an additional fee. Once a implementation plan is approved we will work remotely to execute.

What CRM’s do you work with?

We work with Salesforce and Hubspot, along with our proprietary CRM called FunnelWhirl.

How do you manage new technologies?

We are constantly educating ourselves on all of the new solutions, and systems that could be curated for the property management and HOA management industry. Once we educate, we work through certifications as needed and educate our clients on new technologies and after beta testing is complete we will communicate if its worth implementing for your company.

Many Improvements, One Goal, Your Homeowners.