?

 What’s the problem?

 What’s the answer?
 We do things a certain way now. Why not
just keep doing them the same way?
 How does CrossRoads work?
 What should we expect from CrossRoads?
 What won’t CrossRoads do?
 How will we learn to use CrossRoads?
 What changes will CrossRoads make in the
way we approach HGC’s future?
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What is the
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problem?
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What causes the Problem?
 Information is not collected fast enough.
 There is not enough information.
 The information is out-of-date.
 The information I need is spread all over
the place.
 I can’t get people the information that they
need fast enough.
 Things are delayed waiting for the right
information.
 Nobody/Everybody but me knows the
information.
What’s the answer?

The answer is to manage information

before it manages you.
We do things a certain way now.
Why not just keep doing them the
same way?
How Does CrossRoads Work?
A company is a continuously changing
web of bits and pieces of
information.
HGChristie has 3400 different pieces
of information – fields - to deal
with.
Listings need 75
Rental – 95
Appraisal – 210
A staff member – 52
A sale –57
An office - 75
A bill - 14
Money coming in - 16
An advertisement – 25
A website – 450
A phone message - 12
A request - 10
A Community – 12
A building - 120
Plus another 30 or 40 information items
just like these.
In order for things to run smoothly, every
piece of information has to be:
in the right place
at the right time
To the right person
It also helps if it is right, meaning
correct
 The name “CrossRoads”
signifies being at the
junction of all information
(A transaction is any exchange of information
in marketing, sales, legal, accounting,
administrative support, advertising and
communications, or management analysis.)
 CrossRoads manages transactions
between people and property
involved in the business and products
of real estate - in real time.
What CrossRoads Does

 Centralizes all company information.

 Manages interaction of information to
do with money, time, people and
property.
 Simplifies communication between
people working together.
What should we expect from
CrossRoads?
Modules for Product Management

 Sales Listings
 Rental Listings
 Appraisals
 Property Management
 Group Communications
Main Processes
1. Assists sales-related workflows:
 Sales listings, rental property,
appraisals, property management
 Gives up-to-the-minute sales and
management statistics about
individual, team and company efforts
Main Processes
2. Supports administration:
 Accounting
 Management statistics
 Human resources
 Inventory
 Purchasing and approvals
 Supplies structure to lines of authority
 Permission-based
Main Processes
3. Manages communications:
 Website administration
 Advertising production
 Newsletters
 Mass/target email/mail
 Print publications
 Internal news and direction
The Six Main Areas of CrossRoads

1. Information Management
2. Workflow
3. Transactions
4. Reporting
5. Presentation
6. Management
1. Information Management
 Overview with new tasks and items, daily message, company
news
 Manages passwords
 In/out Board
 Knowledge Base
 Centralized graphic store/distribution
 Centralized document store/distribution
 Meetings and Minutes Manager
 Feed reception for Current News, topical news
 Client pages
2. WorkFlow
 Project Manager
 Centralized Graphic management
 Sales and Marketing
 Sales management
 New Listing Promotion
 Inquiry Management
 Showing Management (requests/presentation)
 Rental Reservation Management
 Tools
2. WorkFlow

 Trouble tickets
 Help
 Telephone Messages
 Calendar
 Project Management
 Hierarchal permission/access
 Tasks and To do Lists
3. Transactions
 Purchasing and expense tracking
 Authorizations
 Budget submission and approval
 Tracking of costs against listing, associate,
department, office, or time segment
 Analysis of costs and revenues
 Instantaneous management reports without
waiting for accounting system entries
4. Reporting
 Capable of producing templates for
virtually any report document:
 Flyers
 Brochures
 Proposals
 CMA
 Appraisal reports
 Over 100 documents have been
identified and can be templated
5. Presentation

 Controls all web properties from

central database
 Presentation Materials
 Mass mail management
 Document production
6. Management

 Performance Reporting
 Human Resources Management
 Inventory management
 Training Management
 Statistics and Reports
What won’t CrossRoads do?
 Does not replace the discipline of
keeping notes and information up-to-
date.
 Does not replace the need for
personal contact in sales
 It won’t fill in the information by
itself.
How will we learn how to use
CrossRoads?
Training

Introduction - Let’s learn about a new

way to do something.
Introduction
April 2005
April 1-2
Senior
Management
April 6-8
Nassau

April 13-15
Freeport/Abaco

April 18-22
Eleuthera

April 25-29
Southern Bahamas
Training

 Learn while populating the database

(Of the 3400 data points, existing systems only capture about
250. We will need to help people to recognize how to capture
the rest.)
 Learn while bug-hunting (There are going to
be many small problems in fitting this new approach to the
‘live’ company. We must do everything we can to encourage
complaints/suggestions/comments about the new way so that
we can recognize what to fix.)
Training - Information
Management
 How to manage passwords
 Using the In/out Board
 Finding, copying and contributing to the
Knowledge Base
 Using the Centralized graphic and
document storage area
 Taking notes and minutes for Meetings
and how to distribute
 Working with the client pages
Training - Workflow

 Listing/Listing Management
 Entering a Listing
 Managing Listing Displays and alterations
 Generating Reports
 Preparing Display Materials
 Altering web support material
 Rental Management
 Rentals Management
 Rental Agents
Training
 Filling out Trouble tickets
 Using context-sensitive Help
 Taking, receiving and managing
Telephone Messages
 Using the Calendar functions
 Managing activities with the Project
Management interface
 Managing your daily activities with Tasks
and To do Lists
Training - Transactions

 Making purchase requests

 Reporting income items
 Reporting expense items
 Analyzing
Training
 Reporting
 How to use reports to manage personal
activity, the activity of those who report to
us, and to make available information that
our clients and supply community need
Training- Presentation

 How to make a document

 How to make a template that will be a
standard document
 How to alter documents and templates
for other uses
Training - Management
 Analyzing Performance for
Improvement
 Using Holiday and Review schedules
in Human Resources
 Managing the office – Inventory,
supplies,
 Developing a Training program
 How to Use Statistics Reports
How is CrossRoads going to change
the way we approach our future?
The organization that controls the most
information wins.
The HGChristie culture will spend
more time in developing quality in
its information management.
We will expend more effort to learn
how to harness information.
Our competitive advantage will
increase dramatically.
 individual results will rise from
becoming adept at gathering,
handling and applying information.
 Because HGChristie is a team
oriented structure, this means
overall productivity will improve.
In doing something the better way.
everyone who works as part of a
corporate team is an owner.
We will do everything we can to encourage HGC
associates to be proactive in improving our
information methods.