Valbiz™ Case Studies
Discover how ValBiz has benefited these professional property consultant firms. Our case studies range from smaller firms to large urban practices.
Sheldons Ltd - Takapuna, New Zealand
"Since adopting ValBiz™: Analyst we have significantly sped up the time it takes to assemble together and output our commercial market evidence. This has been so successful it has freed up my Fridays, with no corresponding decrease in output, to focus on improving client relationships.
Because ValBiz™: Analyst introduces a consistency of approach to analysing sales and rents, Sheldons use some of our Administration and Graduate staff to capture and input these details into ValBiz™ as they become available. We then use the configurable reports to check through the analysis records entered, familiarising ourselves with what's available and checking the figures at the same time.
When working on an industrial or commercial valuation all our Valuers have access to this database and can 'shopping trolley' their way through the analyses available, picking what are appropriate and merging summaries of the analyses directly into their reports.
ValBiz™: Analyst enables us to use staff on lower pay bands to build analysis records. Information is only entered once and the replication capability and direct mapping through of property and sales details into analysis record further saves time and money.
The next stage of Sheldons internal development is to embrace the job tracking of ValBiz™: Enterprise to improve communication within the company."
Tony McEwan
Sheldon & Partners Ltd
Moore and Percy Ltd - Queenstown/Alexandra, NZ
"Moore and Percy make good use of the remote access and task management capabilities of ValBiz™: Enterprise. Malcolm manages our Alexandra based work and uses ValBiz™ to produce the company's monthly financial reports. Malcolm is supported by Janice, who manages the administration relating to our creditors and debtors as well as using the ValBiz™ Payroll functions to keep us paid.
ValBiz™: Enterprise enables us to manage our Valuation practice remotely. Our main office is in Alexandra however we also have an office in Queenstown where we run ValBiz™ remotely and have full access to all data, documents and financial information. This ensures we all know what's required of each other and the status of any job via the ValBiz™ electronic Task functionality.
As ValBiz™ is a totally integrated solution there is no time lost in looking for historic information. While a client is on the phone, even, we can quickly and easily locate the work we have previously completed for them, and provide on the spot answers to any queries or requests.
ValBiz™ is a very valuable tool for us and has been the perfect compliment to the continued streamlining of our business."
Edward Percy
Moore & Percy Ltd
Logan Stone Ltd - Hawke's Bay, New Zealand
"Valbiz has provided an integrated software solution that has allowed Logan Stone Ltd as a multi-disciplined practice to improve its data and information management. These improvements have created a valuable single database with consistent and meaningful information and data sources, available to all staff whether in the office or at remote locations. This functionality has not only created efficiencies within the office but also when dealing face to face with clients in the field."
Boyd Gross
Logan Stone Ltd
Thompson & Co. Ltd- Warkworth, New Zealand
"Since Adopting ValBiz Analyst I now utilise a support person to undertake much of the maintenance of database and integration of data into reports, which frees up my time to put into fee paying jobs.
Significant benefits of ValBiz include the ability to edit data, analyse data and record it in one central place for quick and easy retrieval. This includes data from various sources i.e. from Headway plus REINZ advised sale, asking prices and recent conditional transactions or assessments by us or others. This is for both sales and/or rental evidence. The quick access to high quality data and analyses saves time and enhances confidence in the outputs.
The Rental Analysis module conveniently stores lease data and provides quick and easy replication of an analysis at the next rent review. The system provides you with the ability for quick and easy analysis of sales, to whatever degree you wish, and is an incentive for analyses to be done formally and recorded for instant as well as later benefits.
After several years of diligent editing of data and recording of analyses our database is now vastly improved and getting better each day. We have now upgraded to ValBiz Enterprise and find the Task manager works well for communicating tasks to my support person, with the structured approach of recording of tasks.
The Ability to work from another location via thin client set up saves time and allows flexibility in time management. Tasks are efficiently communicated without the need to be in the office containing the database.
Recording, of work matters and debtor management, provides quick and easy reporting of outstanding work matters, debtor management and fees billed etc."
Simon Thompson
Thompson & Co. Ltd
Reid and Reynolds - Rotorua, New Zealand
"Reid and Reynolds Limited have undergone significant growth in the last two years and our challenge was to find a single property information database that we could easily share data across the entire team. Valbiz Enterprise has provided the solution. All our sales and rental information are held in the one database with full analysis, photographs and generic descriptions. Once the sale or rental is analysed it is available for the entire team and is able to be extracted into our reports. We have now progressed to full document management with everything pertaining to that job including instructions, photos, reports, spreadsheets, digital titles, emails and leases available on screen. This is enabling us to push forward in our quest for a paperless office. In dealing with our clients our entire team is able to easily identify a property, job and client details and where the assignment is at. All this information is available on screen. We are then in a position to answer questions that our clients may have. Valbiz Enterprise is now proving to be an integral part of our day to day operations."
Grant Utteridge
Reid & Reynolds Ltd
Anderson & Associates - Kaiapoi, New Zealand
"Since I started managing my business with ValBiz Enterprise I now spend less time on admin and more time on fee earning activities.
Once the day's inspections have been done and valuation reports written up I found general client admin and debt chasing activities encroached into my evening family time. Using ValBiz Enterprise to track my jobs, generate my invoices and chase outstanding debt has sped up these processes, reduced my outstanding debt and given me better control over my financial activities. In the future we may look to expand our business and we believe ValBiz will make this process much easier. My next goal with ValBiz is to merge information and market evidence straight out of my database directly into my reports, saving me more time and more money."
Haki Anderson
Anderson & Associates
CL Property Solutions Ltd - Palmerson North, NZ
"ValBiz was the best investment I made in 2004 as I could visualise the whole package as a powerful tool towards improving efficiencies of information storage and retrieval, document management and financial management to name a few.
As well as improving efficiencies more importantly ValBiz is a stand-alone database that provides flexibility and an asset of information that one day I may be able to sell on retirement."
Chris Leahy
CL Property Solutions Ltd
Bristow Barber & Walker Ltd - Waitakere, NZ
"Since changing to ValBiz, we have noticed increased efficiences and less Valuer downtime in searching for sales and rental information.
Also its user friendly approach allows for easy inputting and editing of information."
Mike Bristow
Bristow Barber & Walker Limited
Bristow Barber & Walker Limited
