About Us
The principal and consultants of CRE Dataworks have worked with numerous construction and property management clients for over twenty-five years assisting with system selections, conversions, definition of workflow procedures, and increasing software utilization and customization.
Prior to creating Dataworks, the principal worked for international accounting firms as financial auditors and management consultants. Dataworks’ entire staff has worked with private and publically traded corporations providing intuitive and valuable accounting, consulting, and custom software development services.
Your company will benefit from Dataworks staff members’ total experience, as well as knowledge of real estate development and management systems, and an understanding of general information reporting procedures and automation.
The members of Dataworks are extremely familiar with your company circumstances and will help provide the detailed advice and assistance needed in order to realize the productivity gains promised through the use of technology.
Sage 300 CRE formally Timberline Software dealer affiliates:
Alliance Solutions Group
Kerr Consulting
Digitech
United Solutions Group
Constructive Solutions
Accordant
Our Consulting Team
Managing Member
13th Consultant Certified
35 years industry experience
Bachelors in Business Administration
Expertise:
Core Accounting
Property Management: Project Management
Business Process Diagnostics
Third Party Development
Custom Software Design/Integration
Development Management
Applied Technology
Troubleshooting
Senior Consultant
25 years industry experience
Bachelors in Business Administration and Accounting
Expertise:
Core Accounting
Report Designer
Troubleshooting
Error Correction
Senior Consultant
25 years industry experience
Associates in Business Administration and Accounting
Expertise:
Core Accounting
Accounting & Auditing
Daily Workflow and Procedures
Training
Troubleshooting
Senior Consultant
30 years industry experience
Bachelors in Management and Finance
Expertise:
Core Accounting
Home/Land Development Building
General Contracting
Trade Specialty Constructors
Property Management
Financial Management
Process Audit and Automation
Report Writing
Sage Report Designer
Crystal
Training
Troubleshooting
My Assistant
Office Connector
TimberScan
Senior Software Engineer
35 years industry experience
Bachelors in Management/Information Technology
Expertise:
Software Design
Programming
Implementation and Support
Languages/Applications:
C-Sharp (C#)
.NET
SQL Server
TSQL
Senior Software Engineer
15 years industry experience
Bachelors in Computer Science
Expertise:
Software Design
Programming
Implementation and Support
Languages/Applications:
C-Sharp (C#)
Desktop/Windows
Services
ASP.NET
Javascript/JQuery
AJAX
C++
Crystal Reports
SSRS
Excel Add ins
Ei Dynamics
SQL Server
TSQL
Senior Consultant
30 years of industry experience
Bachelors in Accounting
Expertise:
Certified Public Accountant
Core Accounting
Property Management: Accounting and Analysis
Software Implementation
Custom Software Programming
Process Automation
Languages/Applications:
SQL Server
VB 6.0
Lotus Notes/Domino
VBA
XML
HTML
ADO
C-Sharp (C#)
.NET
TSQL
ASP.NET
Senior Consultant
35 years industry experience
Bachelors in Business Administration and Accounting
Expertise:
Certified Public Accountant-1982
Core Accounting
Home Building
General Contracting
Financial Management
Client Services
Our Sage 300 CRE certified consultants and systems/programming engineers are available to assist in the following disciplines:
Applications
Budget Administration System, or “BAS”, is an operational tool for the property manager designed for creating twelve-month budgets from the bottom up. At the main screen, annualized summary revenue and expense data are presented in an operating statement format; a click of the mouse takes the user to detail screens that provide the building blocks for budgeting. Revenues are budgeted from the lease level for commercial and unit class for residential. Expenses are entered from an added level of detail called ‘account category’. Portfolio and consolidation reporting facilitates the management review and approval process.
Budgeting
- Perform data entry only once into the detail screens and the data is automatically updated on the main screen.
- Budget everything from capital expenditures and tenant improvements to leasing commissions.
- Allows for different budget versions for each budget year and type.
- Performs straight-line calculations.
- Processes management fee expense.
- Excel Add in function imports calculated common area expense (recovery) adjustments.
- Transfers Budgeted escalated recurring charge log records back to Timberline.
- Finalized budgets can be imported into Timberline’s General Ledger for variance reporting purposes.
- Imports data from Excel.
- Allows for the budgeting of Vacant Units.
- Budget to Gross Potential Rent and Vacancy Loss – Residential.
- Increase/Decrease market rate by percent or amount per unit class by month – Residential.
- Control the vacancy percentage by unit class by month – Residential.
- Budget other charges (parking, storage, etc.) – Residential.
Re-forecasting
- Generate re-forecasted budgets based (copied) on previous budget year and type combined with actual expenditures based on a user-defined time period.
- Re-forecasted budgets include all Timberline leases.
- Leases set up and maintained in the Lease Administration System (LAS) are available to be included in the budget or re-forecast.
Rolling Multi-Year Forecast
- Generate Month routine allows you to select and copy source/destination month and year (MM/YY).
- An escalation percentage can be applied per account group during the Generate Month process.
- Operating Statement/Net Cash Flow report provides the ability to be run from MM/YY to MM/YY.
Ease of Use
- Access to data can be restricted by assigning users to groups of properties.
- View or copy expenses from previous budgets or prior year actual.
- Define net cash flow screens and create custom reports.
- Memos (narratives) available at various levels.
- Allocate expenses from a complex of buildings to individual buildings.
Interface to Argus DCF and Enterprise
- Existing Timberline and budgeted lease up assumptions.
- Operating, Capx, Tenant Improvements along with Leases Commissions.
- Market rates entered from ASG Publishing’s Market Rate application.
BAS is fully integrated with ASG Publishing’s Lease Administration System.
Lease Administration System (LAS) is designed to provide a front-end system for Timberline’s Property Management application, the Lease Administration System, or “LAS”, allows property managers, leasing brokers and their staff to enter and track new and renewal leasing activity. LAS was developed to simplify the lease prospecting and approval process and is seamlessly integrated with the Timberline Property Management module, allowing for approved leases to be imported directly into this system.
Lease Administration
- Easy-to-use screens assist with preparing even the most complex of leases and provides for a comprehensive lease abstract.
- Compare prospective lease deal points against the existing lease, budgeted lease assumptions or against any other lease in the system.
- Track contacts on the lease.
- Supports a variety of leasing commission calculation methods and pay-out schedules by contact.
- Calculates Tenant Improvement and user definable “Other Leasing Cost”.
- Interfaces with Timberline existing Lease and allows for a securitized lease write back capability.
- Word merge documents for creation of a completed lease agreement.
- Provides a variety of Marketing (Pipeline) and Absorption reports.
- Advanced security allows for the controlled editing of existing leases.
- User defined screens and tables.
Ease of Use
- Access to data can be restricted by assigning users to groups of properties.
- Print or e-mail approval forms, abstracts and analyses.
- Differentiate between landlord and tenant obligations for tenant improvements.
- Generate management level reports that reflect leasing activity, vacant units and expiring leases across the portfolio.
The underlying lease database is shared with Budget Administration System, allowing Asset Managers to conveniently select any lease, whether new or renewal, to be included in a budget year, type and version. This shared database allows LAS to perform comparative lease analysis against a budget year, type and version.