How Hudson Valley Property Group achieved operational flexibility and data unification with Intapp Properties
Real assets
Intapp Properties
Hudson Valley Property Group (HVPG) is an affordable housing investment firm based in New York, with properties across the country. The firm is dedicated to elevating the quality of affordable and mixed-income multi-family properties across the country.
Fragmented data and siloed teams
Like many growing investment firms, Hudson Valley Property Group (HVPG) found it increasingly difficult to keep track of all its data. Its internal teams had adopted their own ways of managing data, storing information across various apps and spreadsheets.
Inevitably, this lack of unification led to teams operating in silos, creating inefficiencies and duplicate work across the firm.
“We needed a reset,” said Alexandra Coleman, Chief of Staff at HVPG.
A customizable solution for complex deals
Because HVPG’s asset class is so nuanced, the firm quickly realized that generic management solutions couldn’t keep pace with its complexity.
“Every deal is like a puzzle,” Coleman explained. “Each has its own levels of compliance, affordability restrictions, and so on. So we couldn’t just take a product off the shelf and start using it. We knew we had to find something completely customizable.”
The HVPG team did extensive research and due diligence to pinpoint a solution that offered the capabilities they needed along with the flexibility they hoped for. They approached the decision with care, determined to get it right the first time rather than revisit it later.
Ultimately, HVPG chose Intapp Properties because of its unparalleled customization options.
“It became clear no other platform that we saw offered the level of customization that Intapp Properties does.”
Alexandra Coleman,
Chief of Staff, Hudson Valley Property Group
A trusted partner
Since using Intapp Properties, teams at HVPG have been able to independently design their own tabs within their master project templates. They now have the freedom to custom-build workspaces that reflect how they like to operate, and memorialize any project information that comes from their purview. As a result, anyone within the firm can easily locate and consolidate data points from across teams — something Coleman says they were not able to achieve with the tools they were using before.
Another major takeaway has been the service and support HVPG has received from the Intapp Properties team. They have exceeded the firm’s expectations, according to Coleman. Intapp’s quick response times and personalized, tailored solutions have made the HVPG team feel valued and heard, as opposed to being just another number in a sea of customers.
The HVPG team says they can bring their needs directly to Intapp and trust that the team will work to deliver. That responsiveness has earned Intapp the role of a true partner, reinforcing HVPG’s confidence that they made the right choice.
“Everything you have linked to a deal only lives within that deal. You can have a field or a data point appear across as many reports as you want, but there is only one source for that data point.”
Alexandra Coleman,
Chief of Staff, Hudson Valley Property Group