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Assets & Reserves Management

CONCIERGE DATA SUPPORT

Katana takes the concept of customer support to an entirely new level. From our first meeting with you, through scoping to hands-on-site installation to ongoing upgrades and real-time support, our team becomes an extension of your team.

LIVING DATA

We don’t just overwrite your Reserve Study every 3-5 years. We give you a living, multi-faceted budgeting, planning, and tracking tool capable of providing reports and updates seamlessly to all stakeholders (from the GM to the Board), and even running alternate funding scenarios.

PERMISSIONS CONTROL

Knowledge is power. But, we make sure the keys to the castle are only accessible by the right personnel.

THE KATANA APPROACH TO RESERVE STUDY MANAGEMENT

RESERVE STUDIES - INITIAL DATA LOAD

We work with the most commonly-used Reserve Study preparers to scale your success. You don't have to load the data (unless you really want to, of course!) - We do it for you! From standardizing asset categories to identifying missing expenditures, this is where we set the stage for your success.

ASSET & RESERVES MANAGEMENT

The relationship with our clients is our focus, and we know that reliable support is your number one priority. Our Finance subject matter experts are always available to help with system questions, assets changes/updates, and reporting and analytics support.

 

RESERVE STUDY REFRESH & UPDATE

When it's time to renew your study, there is no starting from scratch. The living updates, such as location changes/additions, actual expenditures, and preventive maintenance records, are all available to the Reserve Study Preparer. Hint: This saves time and money.