UFIDA Real Estate Total Solution  (UFIDA RETS)

1. Overview

UFIDA’s total solution for real estate industry is built on the basis of NC of its high-end ERP System.  UFIDA has built the core business management platform for the real estate enterprises based on the platform framework of the technically advanced UAP software, which includes Tender Management, Project Management, CRM Sales Operation, Property Operation and Group Property Management.

1.1 Realization of the Demands of UFIDA’s Total Real Estate Solution

• To meet the current needs of cross-regional and multi-project management of the Group;
• To improve work efficiency and strengthen work transparency and collaboration of each department;
• To achieve information and knowledge sharing across the entire company through smooth and high speed network platform;
• To closely integrate systems with flows and to make management mode replicate;
• To integrated management of project, tender, human resources, marketing, centralized finance and decision support to improve professional capability of enterprise;
• To strengthen financial resource management, financial budgeting, accounting and analytical ability as well as overall management of capital;
• To achieve real time information and immediately analyse through the integrated information system to provide sufficient support for leaders in decision-making.

2. Tender Management System, TMS

2.1 Management Solution

• To standardise tender management flow and establish tender information system.
• Cost control and project quality are the key points of TMS

2.2 Centralized Procurement

• To greatly reduce cost while guaranteeing quality through centralized procurement.
• To standardise the procurement flow to make information more transparent and easily control the process.  
• To insist on the principles of openness, justice and fairness in purchasing business.

3. Project Management System (PMS)

PMS has achieved the application of cost management and control, capital management and control, contract management, on-site management and progress management to reflect various information of the project accurately.  

3.1 Cost Management

Cost Management has fulfilled target cost setting in five stages.  The cost plan can be divided by:

• Feasibility Study Target Cost
• Planned target cost
• Target Control Cost
• Pre-target Cost
• Target cost

3.2 Contract Management

Contract is the main basis for real estate enterprise in implementing project management.  UFIDA Project Management Solution is able to solve three core problems as follows:

• Contract Template Library
• Contract Management Flow
• Contact Implementation Evaluation

3.3 On-site Management

On-site Management is to manage and control the three sources in uncertainty:

• Change of design   
• Management on materials supplied by Party A

3.4 Project Capital Planning

Under the current market, capital management has become the lifeline of real estate enterprise.  To establish capital plan system of each project company by using the financial budget system of the group as a standard.

3.4.1 Process of Project Capital Planning Description

• List of annual project capital plan  
• Summary of corporate annual capital plan
• List of monthly project capital plan
• Summary of corporate monthly capital plan
• List of adjustment between monthly project capital plan and project cost

3.5 Progress Management

Progress Management is one of the core dimensions of project.  Make project progress plan and strictly control the actual implementation of the project progress plan.  Assess the evaluating indicators of contractors and managers through the analysis system of project progress plan.   

3.5.1 Description of Project Scheduling Process

• Maintenance of department plan
• Summary of progress plan
• Maintenance list of actual progress
• Adjustment list of project plan

4. Property CRM Sales Operation System

   4.1 Integrated Marketing

To establish a delivery mode aiming to satisfy customers and provide service over the whole life cycle of the customer loyalty to win consumers’ trust

To establish a delivery mode for satisfying customer need as an objective and provide full life cycle in order to gain customer’s trust. 

4.1.1 Description of Marketing Management System Process

• Integrated management platform of marketing index
• Quantitative management of plan follow-up in the process of multi-project sales process
• Dynamic balance management of the income and expenditures of multi-project capital
• Financial supervision management of multi-project housing capital  
• To manage customers comprehensively and customer value. 

4.2 Marketing Planning

It is necessary to take marketing plan, marketing planning and competitive project analysis report as a premise and checking standard.  Marketing planning is an important part in project marketing management.

4.2.1 Marketing Management Features

• To take the regional analysis report of a competitive project and the media as the basis for making project marketing plan and property sales plan  
• Marketing planning management is divided into three core management functions which include marketing campaign follow-up, marketing planning scheme and marketing promotion report.
• To strictly control the process of marketing campaign and conduct performance analysis on campaign feedback.

4.3 Pricing Management

• To establish pricing scheme and discount scheme based on project marketing planning and property sales plan;
• To set up price factor value of each property based on factors affecting price
• To establish interrelation and automatic conversion among target price, basis price, floor price and market price to response market changes flexibly
• To establish standardised management library of price data land price factor libraries.

4.4 Sales Process Management

The group supervises project companies and project companies establish and monitor project marketing system:

Sales Process Management is to establish and monitor the group to project companies and the project company to project marketing system.

•  A project switches to pre-sales status after it is developed collaboratively by multiple departments.  The project development information and sales information can be shared;
• The status of managing property which is, for sale, sale available, special request, hold, sales control and sold.
• To fulfill auto-shared information management of sales system and property system;   
• To fulfill performance and supervision management between the group to project company and project company to project.

4.5 Customer Service

• Perfect customer service is guaranteed to keep good relation with customers;
• To provide perfect management functions of marketing management knowledge base and to manage the knowledge base in an unified and standardized way to realize that the customer knowledge is shared across the whole group according to the set rules;
• To provide the function of knowledge base of prefect marketing management and to integrate service knowledge base.  The customer knowledge is shared across the entire group according to the set rules;
• To grasp the needs of customers and provide personalised service to valued customers.

4.6 Membership Service

• To provide campaign consistent with the values of customers as rewards for customers, interact with customers through holding campaign for customer and thus strengthening emotional communication with customers.  This can finally increase customers.
• To establish various channels for communicating and interacting with members such as face to face, telephone contact, website BBS system, email, short message of mobile phone and magazines of customer meetings to communicate with members and maintain relationship with them.

5. Property Operation

5.1 Resource Integration

The core of the commercial real estate operation relies on the planning at early stage and commercial operation at the late stage.  Either real estate development or assets operation, the final profit will be shown through commercial operation.  With deep cooperation with the advanced commercial real estate developers at home, UFIDA has already established a set of effective commercial real estate informationization solutions conforming to domestic commercial real estate development to provide a good foundation for the operation and mode reproduction of commercial real estate projects by taking the advanced management mode as its main line.

5.1.1 Objectives for Property Operation System

• To grasp overall performance and revenue at corporate level;
• To estimate incomes based on the different states of the industry and zones;
• To standardise commercial real estate operation to enhance reproducibility;
• To accumulate project data to enhance project development and promote increase the value of property;
•  To effectively manage and control property operation and improve property management level.

5.2 Core of Business Management Process

Property Operation has provided real estate enterprises with a forward-looking business strategy.  The system emphasises customer-oriented operation and implements specific business flow according to the management behavior focusing on customers and carries out pertinent business flows according to the commercial business of commercial real estate including such property types as office buildings, shops, and apartments and centering on trade and investment promotion management, rental management and customer management in commercial real estate business.

UFIDA’s property operation management system is an integrated real estate solution.  The system is integrated with financial system, real estate CRM system, human resources system and property management system.  It enables to record information of potential customer, lease demand, customer follow-up campaign and quotation in details.

6. Group Property Management System

SAS property management system is specially designed for property management of group real estate enterprises.  It is applicable to property management companies of residential project departments of real estate groups or property management departments of commercial management companies.  There are nine modules designed in the property management system: real estate resource, customer resource, customer service, charging management, equipment management, outsourcing management, car parking management, material management, environment management, security management, fire control management and general inquiry.

6.1 Application Objectives

• To meet multi-layer organizational structure
• Customer service oriented to realize information sharing between each department in charge of property management
• Shared information between departments
• To standardise the main business flows such as charging, customer service and contract management in property management, and to improve work efficiency of main posts including charging, materials and contract management
• To reflect real time business of property management under multi-project environment
• To integrate business and finance