Due Diligence Templates - PowerPoint

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					PUC 2006 Summary




               PARCEL
               Transforming Property Due Diligence
 PUC 2006 Summary - Growth




PARCEL continues to                                                                              Unique Users Per 30 Days

                                          500

develop the product                       450



and gain customers                        400


                                          350

                      # of Unique Users
                                          300


                                          250


                                          200


                                          150


                                          100


                                           50


                                            0
                                           6/28/2003   10/6/2003   1/14/2004   4/23/2004   8/1/2004   11/9/2004   2/17/2005   5/28/2005   9/5/2005   12/14/2005   3/24/2006   7/2/2006   10/10/2006
                                                                                                                    Date




                                                                                                                       PARCEL
                                                                                                                       Transforming Property Due Diligence
PUC 2006 Summary – New Features

1.   New Templates (SPCC and Asbestos)   13.   New Help Feature (PARCEL Knowledgebase)

2.   In-line Photos in the Phase I       14.   Beta Figure 2 Generator

3.   Comparison Table                    15.   Aerial Photo Option in Figure 1 Generator

4.   Project Mapping                     16.   PCA Improvements

5.   Database Mapping                    17.   In-line table editor

6.   EDR Enhanced Data Integration       18.   Default Table Data

7.   Quick Project Setup                 19.   “Grant Access to My Reports” upon new user setup

8.   AAI Enhancements                    20.   Reports within 10 miles email upon project setup

9.   Icons!                              21.   Find a Contact

10. Executive Summary Table              22.   New Login Page

11. Sections Conclusions                 23.   Assemble Deliverable Sections

12. Metric Reporting                     24.   Project Dashboard Updates

                                                                      PARCEL
                                                                      Transforming Property Due Diligence
 PUC 2006 Summary – End-User System Integration

          Connecting with Client’s Systems

Originating         Underwriting          Securitizing

                               Report in PDF
   DATA




                                     +
                                XML of Data
                                     +
                               Pre-Populated
                               Review Memo
              Reports
              Authored




                                        PARCEL
                                        Transforming Property Due Diligence
  PUC 2006 Summary - MISMO



Emerging trend of
electronic deliverables
being defined as both
PDF and data (XML).




                             PARCEL
                             Transforming Property Due Diligence
   PUC 2006 Summary – Metric Reporting




New visibility
into the data




                                         PARCEL
                                         Transforming Property Due Diligence
  PUC 2006 Summary – EDR Data Integration


Ability to
import data to
                                  MAP FINDINGS
populate Map
Findings and
Historical
tables



                            HISTORICAL




                                      PARCEL
                                      Transforming Property Due Diligence
 PCA IMPROVEMENTS


• Company-Specific Recommendations Library
• Rich Text Editing

• New Cost Tables
• Portfolio Summary Cost Tables
• PCA/ESA Comparison Table
• Project Summary Report
• Complete Template Manipulation
• ADA Questionnaire




                                             PARCEL
                                             Transforming Property Due Diligence
 PUC 2006 Summary – The PDML

           PARCEL’s Data Map Layer

• Fire, Library
• State Offices
• FOIA’s
• Directions
• Properties of
Concern




                                 PARCEL
                                 Transforming Property Due Diligence
PUC 2006 Summary – Template Design

Think about…
  •   AAI/ASTM-05 Standard

  •   MISMO

  •   PCA-ESA Data Comparison

  •   Single Point of Data Entry

  •   Tabular vs. Narrative for Data Summaries


                                     PARCEL
                                     Transforming Property Due Diligence
COMING SOON


More tools to address…


• Templates
• Data
• Users
• Companies
• Integration/Web Services


…More ideas based on user feedback

                                     PARCEL
                                     Transforming Property Due Diligence
2006 PARCEL Users Conference



THANK YOU FOR COMING!




                      PARCEL
                      Transforming Property Due Diligence

				
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