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From guest requests to the investment committee, on data you can't share

Hotels, hotel owners and operators, hotel REITs. 8 use cases for this industry, 6 more that also apply.

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Where to start

Three to start with

High value for the effort. The risk tier is on each one.

Portfolio operations view

Property P&Ls, PMS and market data pulled into one portfolio view, watched for what is off plan.

  1. Consolidate
  2. Analyse history
  3. Monitor & alert
Medium riskValue highGuide

Investment committee memo

Offering memos, comps and market data pulled into one deal file and an IC memo draft.

  1. Research
  2. Consolidate
  3. Draft
Medium riskValue highGuide

Manager report review

Monthly operator reports checked against the management agreement and budget; questions sent back.

  1. Intake & extract
  2. Validate
  3. Follow up
High riskValue highGuide
Use cases

Use cases for Hotels & hospitality, by department

Customer service 2

Online review replies

Replies to online reviews drafted in your voice for a quick approve.

  1. Draft
Low riskValue mediumGuide

Guest requests

Guest messages answered and requests routed to housekeeping or maintenance, chased until done.

  1. Converse
  2. Route
  3. Follow up
Medium riskValue mediumGuide

Operations 3

Shift handover notes

What happened on the shift pulled from logs and messages into a handover the next shift reads.

  1. Consolidate
  2. Draft
Low riskValue mediumGuide

Portfolio operations view

Property P&Ls, PMS and market data pulled into one portfolio view, watched for what is off plan.

  1. Consolidate
  2. Analyse history
  3. Monitor & alert
Medium riskValue highGuide

Manager report review

Monthly operator reports checked against the management agreement and budget; questions sent back.

  1. Intake & extract
  2. Validate
  3. Follow up
High riskValue highGuide

Leadership & strategy 3

Asset-management commentary

The monthly asset-management commentary drafted from the numbers and the operators' explanations.

  1. Consolidate
  2. Draft
Medium riskValue mediumGuide

Investment committee memo

Offering memos, comps and market data pulled into one deal file and an IC memo draft.

  1. Research
  2. Consolidate
  3. Draft
Medium riskValue highGuide

Deal pipeline screening

Incoming deals screened against your investment criteria; the fits passed on with reasons.

  1. Intake & extract
  2. Route
Medium riskValue mediumGuide

Also applies

Use cases from other industries that fit this one too.

Purchasing & suppliers 1

Supplier quote comparison

Quotes from several suppliers read and compared like for like, with a recommendation.

  1. Intake & extract
  2. Consolidate
  3. Recommend & optimise
Low riskValue mediumGuide

Operations 3

Maintenance work orders

Breakdown and maintenance requests turned into work orders, prioritised and assigned by skill.

  1. Intake & extract
  2. Route
  3. Follow up
Medium riskValue mediumTemplate

SOP & work-instruction answers

Staff ask how to do a task and get the answer from your SOPs and manuals, with the page cited.

  1. Answer
Medium riskValue mediumGuide

Property maintenance requests

Tenant requests triaged, routed to the right vendor and chased until closed.

  1. Intake & extract
  2. Route
  3. Follow up
Medium riskValue mediumGuide

HR & payroll 1

Timesheet checks

Timesheets checked against schedules and rules (overtime, breaks) before payroll.

  1. Intake & extract
  2. Validate
Medium riskValue mediumGuide

Legal & contracts 1

Lease abstraction

Key terms, dates and obligations pulled out of leases into a summary you can search.

  1. Intake & extract
  2. Draft
Medium riskValue highGuide