The Methodology
A four-phase engagement that turns vendor opacity into measurable margin.
Every Portfolio Insights engagement follows the same structured path. Senior oversight on every phase. Fixed-fee retainer with full disclosure.
01
Phase 1 · Weeks 1–4
Data Collection & Baseline Assessment
- Inventory all vendor contracts across the four service categories
- Aggregate 12–24 months of invoice history per property
- Map service schedules, contracted SLAs, and current camera coverage
- Establish per-property and per-vendor cost baselines
Deliverable
Portfolio Baseline Report and gap inventory.
02
Phase 2 · Weeks 3–6
AI-Powered Service Level Audit
- Pull up to 90 days of footage from your existing on-site cameras
- Run agentic AI computer vision against contracted service schedules
- Tag each visit: verified, missed, partial, or unable to verify
- Compile evidence packets for every flagged event
Deliverable
Service Verification Log with timestamped evidence clips.
03
Phase 3 · Weeks 5–8
Opportunity Analysis & Recommendations
- Reconcile AI-verified service log against billed invoices line-by-line
- Quantify recoverable credits, refunds, and contract amendments
- Score every vendor against the Portfolio Insights DMV benchmark
- Recommend retain / renegotiate / replace path per vendor
Deliverable
Findings & Savings Report with negotiation playbook.
04
Phase 4 · Monthly
Ongoing Monitoring & Implementation Support
- Continuous AI video monitoring across the portfolio
- Monthly findings review and refund-credit tracking
- Vendor renegotiation support and RFP facilitation
- Quarterly executive review with CFO / asset management team
Deliverable
Monthly Operations Intelligence Briefing.
Ready to begin Phase 1?
A first-pass audit is free and capacity-limited. We'll confirm fit within two business days.
Request Your Free Audit