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IslandWalk of Naples
2011 Communities of Excellence Trendsetter for Computer System
Volunteers at IslandWalk of Naples have undertaken multiple
computer projects since the turnover of the community from the developer. The
volunteers in conjunction with the property management staff developed programs
and methods to monitor, track, utilize, and analyze the large volumes of
relevant information the community produces.The following are some of the community's projects.
Gate Computer System
In 2005, IslandWalk purchased a database system customized
to their needs to contain all basic residence information to replace a manual
paper/rolodex system inherited at turnover. In order to decide which system fit
their needs, a team of volunteers along with board members and the property
manager visited many communities to study practices for gate operations, which
ultimately helped them select the ISN (GateKeeper) system. Modifications and
enhancements to that system have allowed IslandWalk to manage the high volume
(75,000 to 100,000 resident and guest transactions per month) of entries. The
computer system includes: voice messaging for residents to call in guests
expected that day (averages 150 to 200 calls per day); bar code control and
monitoring; guest list look-up; added data reporting software to enable
detailed tracking of bar code reads and usage rates, guest entry detail, and
voice messaging volume. It also provides a resident directory list by street
and alphabetically for the entire community and prints guest passes with
directions to the residence (required under a 2.0 second print due to volume of
entries).
Town Manager Offices
A server was installed a few years ago to move office staff
files to a central networked location. Data can easily be backed up
instantaneously to a secure off-site server at a minimal cost. The information
contained in the database manager-gatekeeper system is located on this server
and is the foundation for other database applications. Due to paper file
storage space constraints and the rapid growth in volume of records retained
for 1,856 homes, IslandWalk has embarked on a path to move as much of their
office as possible to "paperless record retention." They have custom
designed a document storage database on the server accessible by the entire
staff. The document manager database was designed to house individual resident
unit records and provides access to an actual image of documents that can be
searched by: date or date range, address, lot number, document type, and
document category. It will also provide access to an electronic image of vendor
contracts; insurance contracts; historical reports, if retention is needed; or
virtually anything the association needs to retain without keeping the paper.
Architectural Control
Committee Database
The Architectural Control Committee Database (ACC) was
designed to manage the ACC application process. Applications are registered in
the database as they are received in the town manager's office. When the ACC
application status has been determined by the committee, the document(s) and
photos are scanned in color (if applicable) into the document manager database.
The ACC database gives the ability to the staff and ACC committee to: manage
documents and minimize handling of the information multiple times minimizing
the potential for human error, search types of applications by type of
alteration/modification, view entire resident ACC history, view or print an
image of the original documents from our document manager database, ACC
committee meeting minutes reports, generate the staff inspection report with
the appropriate information to complete the inspection, track pending or
outstanding inspections on approved applications until the completion of
work, tracking deposits (if
applicable), and generate the check request to reimburse the deposit after the
inspection of the work is approved.
Maintenance and
Inventory Manager Database
The Maintenance and Inventory Manager Database was developed
in 2009 and instituted a computerized preventative maintenance program that
allows remote viewing for specific users such as access by committee
chairpersons or board members. This database was designed to issue work orders
and generate documents; control and track by calendar, by task, and by work
order the special and routine maintenance events until completion; track
maintenance employees associated with each work order or task; track contracts
for equipment maintenance vendors; track insurance coverage for town center
independent business and the independent instructors doing on-site training;
track association insurance polices (includes start date, end date, and cost);
maintain association equipment inventory by location (includes catalog number,
quantity, brand, model, serial number, and date acquired); generate work order
status reports; generate future work order schedule; generate other reports to
facilitate monitoring, equipment inventory worksheet to use updates, etc.
Delinquency Tracking
Database
The Delinquency Tracking Database was designed to aid the
treasurer to track and manage all activity involving any properties falling
into a delinquent status. The Delinquency Tracking Database captures
information from the association’s property management accountant, the
association attorney, county clerk of courts, outstanding amounts, notification
letter track to ensure state statute compliance, attorney notifications and
timing, lien information, bankruptcy information, foreclosure information,
write off information, bank notifications, Code Enforcement notifications,
lease terms and letters of agreement with tenant and landlord (property owner).
The treasurer personally maintains this sensitive database
that sources basic information from the database manager, which is the primary
source for all unit data.
These custom systems all work together to share information
when appropriate to address several issues, for example, file storage space,
retrieval speed, office efficiency, accuracy of data retention, easier access
to review history, and others. IslandWalk has been able to develop these
systems for a very small investment. It is clear why IslandWalk of Naples was
chosen as a 2011 Trendsetter winner.
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