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Create Metrics Dashboard via API Access for Property Management Company

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Upper Edge Property Management

Winnipeg, Manitoba, Canada

Garret Wong

Property Management

(3)

Preferred learners

Anywhere
Academic experience

Project scope

What is the main goal for this project?: Upper Edge manages over 700 units, tenants for approximately 375 separate real estate investors. As such, the field is extremely complex and due to the variety of issues a staff member deals with on a daily basis, it is sometimes difficult to see if the company is achieving its targets.
Our management software vendor has an open API for which we have been granted access. Our company would like to explore designing a prototype for a dashboard, either on a website or mobile app that our staff can see live data displaying our KPIs (key performance indicators), using the API to retrieve this information
What tasks will learners need to complete to achieve the project goal?: This will involve:
Determining the most efficient way to call the data from the database, after a thorough analysis of the database tables and structure
Testing to see if basic metrics can be retrieved, in the simplest graphical format (examples: Vacancy Rate for a certain period, number of leases signed, total number of maintenance issues created vs total number of maintenance issues closed, average length of time a tenant stays with the company, etc)
Work with a company representative to ensure the proper metrics are being displayed, then expand the categories
As time permits, design a graphical user interface that displays the metrics in an eye-pleasing format
As time permits, create separate dashboards for different departments
What is the main goal for this project?: Upper Edge manages over 700 units, tenants for approximately 375 separate real estate investors. As such, the field is extremely complex and due to the variety of issues a staff member deals with on a daily basis, it is sometimes difficult to see if the company is achieving its targets.
Our management software vendor has an open API for which we have been granted access. Our company would like to explore designing a prototype for a dashboard, either on a website or mobile app that our staff can see live data displaying our KPIs (key performance indicators), using the API to retrieve this information
What tasks will learners need to complete to achieve the project goal?: This will involve:
Determining the most efficient way to call the data from the database, after a thorough analysis of the database tables and structure
Testing to see if basic metrics can be retrieved, in the simplest graphical format (examples: Vacancy Rate for a certain period, number of leases signed, total number of maintenance issues created vs total number of maintenance issues closed, average length of time a tenant stays with the company, etc)
Work with a company representative to ensure the proper metrics are being displayed, then expand the categories
As time permits, design a graphical user interface that displays the metrics in an eye-pleasing format
As time permits, create separate dashboards for different departments
How will you support learners in completing the project?: Students will work directly with our Training Manager and Quality Assurance Department. There will be weekly check-in meetings, in addition to daily Zoom Q&A sessions.
What skills or technologies will help learners to complete the project?: In order to complete this project, students can self-teach, but it is beneficial to be familiar with:
APIs
Database structure
Design concepts
Nice to haves for students include
User testing strategies
Again, students can complete this project without any of the prior knowledge listed here. Students will be expected to research and learn more about this above as the project goes along.

About the company

https://www.upperedgepm.com
11 - 50 employees
Real estate, Business & management, Business services, Construction, engineering & trades

We are a property management company located in Winnipeg, Manitoba. We specialize in the management of single family homes, condominiums and small multi-residential apartment blocks for out of town investors. We find and screen residents, collect the rent, provide all of the repairs and maintenance and give our clients peace of mind.

We are a medium sized company with 25 employees and are currently the largest property management company in our asset class in our city. We have a great reputation for servicing our clients using a combination of fast communication and empathy, creating the level of trust necessary to have a successful relationship with our residents, investors and vendors.