What should I consider in a software? Accounting/PM/Equity?
Looking to move away from Excel and find an actual ERP system that can fit today as well as account for future growth of our portfolio. We have about 40 commercial properties, and will be doubling this portfolio soon. I think it's about time to find a dedicated ERP system that will fit us and something that we can grow with. 

I know of the systems that are on the market, but as I go through the demo with them, any items that you guys can think of that I should consider that I may be missing? 

&amp;#x200B;

* Accounting - do all aspects of the basic property accounting
* CAM - be able to track and reconcile CAM
* Equity - we have investors and would be nice to track each member's equity at reporting time
* Custom reporting
* Property Management - we have a team of PMs and would like to be able to track the maintenance and reminders for each property
* Bank Loan Requirements - reporting that will be custom to bank loans

Anything else?
[{"id": "ie6w8nl", "text": "You my want to check out Rent Manager", "replies": [], "depth": 1}, {"id": "ie7089t", "text": "Work orders / tenant bill backs.\n\nAP and AR automation/workflows.\n\nJobcost / Construction or TI specific accounting.\n\nCOI tracking.\n\nBudgeting + Forecasting", "replies": [{"id": "ie72lmv", "text": "Those are good ones - thank you.", "replies": [], "depth": 2}], "depth": 1}, {"id": "ie7d1e0", "text": "Having been through the same process many times (overseeing 4M+ sq.ft. of properties) I have found more important for a company to first define some high level business procedures in place:\n\n1) what is the workflow of documents in the company\n\n2) who needs access to the information\n\n3) what are/will be the approval procedures in place\n\n4) who will be responsible for training and implementation of the system \n\n5) to have someone in your team who understands the entire business (from customers, accounting, operations , property management) and also understands how technology can connect all these stakeholders to deliver value\n\n6) what will be the procedures when you on-board new clients/properties \n\netc...\n\nThere are many software programs out there for both operations (Angus , Building Engines, eProp etc.) and accounting ( Yardi, MRI etc.) and choosing the wrong \"mix\" will create many challenges/ frustration for your team and your clients.\n\nAnother consideration is to limit the number of programs that you use in your company - this will create a more fluid and efficient operation and will improve the bottom line.\n\nYou will be switching from an excel based operation for your company to a completely new way of doing business. From my experience , this might have a significant impact on your employees and their performance. \n\nFew months ago I worked with a company to digitize their operation  that required switching from an old accounting system to a new one + digitizing the property management from an excel based operation to a digital solution.\n\nFeel free to DM if you want to discuss further.", "replies": [{"id": "ie7fx55", "text": "This is awesome and thank you very much on the detail and insight from your experience. I will definitely take you up on your offer and will send you a DM in the near future. Thanks again.", "replies": [], "depth": 2}], "depth": 1}, {"id": "ie9hc0f", "text": "Do you need a research tool for comps &amp; market trends / demographics?", "replies": [], "depth": 1}]