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CLIENT TESTIMONIALS
As you can see, our client reach is large and mixed – both in terms of geography, type of real estate, and the size of the company.
We have been fortunate to receive the following testimonials from our client partners.
The following individuals worked hand-in-hand with us on the selection or implementation of their real estate software system. The experience was satisfying enough for them that they supplied a testimonial on their experience of working with Lupine Partners:
A Part of Our Company's Success
"I have had the pleasure of working with Lupine Partners, David Wolfe, Brian Wood
and Angela Chaney, since 2006. We are a large fee based property
management company that utilize Lupine's expertise and knowledge in writing
custom reports for us. They are a wonderful, dedicated and very
knowledgeable group of people to work with. They are a part of our
company's success. I can always count on them to give 200%.
You guys are Awesome!!"
Deborah DeWall
Project Manager, IT Department
Pinnacle, An American Management Services Company
An Experienced and Tight-Knit Team
"I had the pleasure of partnering with David and the Lupine Partners team on a system requirements and
software selection project for a very large public pension organization. Their team was competent, professional, and
easy to work with throughout the engagement. Lupine’s depth of knowledge about the real estate software market and
direct experience in implementation were drawn upon heavily during our project to identify and catalog over 1,000 system
requirements supporting the needs of a $20+ billion real estate portfolio. Despite organizational changes that
shifted priorities and timing during the project, Lupine remained flexible and adapted to our needs. David’s focused
and efficient style minimized wasted effort, and I am confident we got to the “right answer” when the selection process was over.
We considered engaging larger consulting firms to perform this work, but in my opinion, bringing on the experienced and tight-knit
team at Lupine was absolutely the right call. Based on their stellar performance, Lupine has already been signed on for
additional work and will likely have a long-term relationship with this organization."
Keith Richey, PMP
Vice President
Propoint Technology, Inc.
I'm Using It To Manage All My Projects
"David’s book really pulls the curtain back and makes it all seem so simple. I started using my highlighter on the
second paragraph of the first chapter and haven’t stopped. When I told my boss how great the book is and shared some of the things I had
learned with him, he had me buy another copy for my counterpart. I can’t imagine how much better I would be as a project manager if I had
had this book to refer to 7 years ago when I started. I’m using the tools and instruction he’s provided to manage all my projects regardless
of what stage they are in. This book won’t go on my bookshelf. This one stays on my desk!"
Yvette Snow, Business Analyst
Behringer Harvard
Professionalism and Efficiency
"Lupine Partners, David Wolfe and Calleen Castle, successfully assisted our agency in software selection and
implementation. We contracted with Lupine to provide a documented work flow analysis. This analysis was then utilized to develop
a 200+ page detailed RFP for an agency-wide software procurement. During this process David and Calleen structured a plan that
fully met our needs and executed the plan with professionalism and efficiency. They met our agency needs while staying within
budget and timeframe. Throughout this process, they kept our management staff fully abreast of the status of the project. The
end result was a well organized RFP based on the interviews and documents from the work flow analysis. Lupine remained engaged
and lent their strong organizational skills throughout the RFP process up to the selection of the software vendor. Due to their
strong performance during the RFP and software selection process, CMHA contracted again with them for project management for the
implementation of the selected software. David created a project plan with full details, performed training on project management
and executed the plan with Calleen as the on site manager. Due to their experience and expertise, we were fully prepared to go
through this process. As a result staff were prepared to expect the unexpected and to handle difficult issues and decisions. With
their help, we successfully went live on time and within budget. We highly recommend Lupine Partners, David and Calleen for your
next project."
Reema Ruberg, Director, Finance & Information Technology
Cincinnati Metropolitan Housing Authority
An Invaluable Asset
"Brian Wood was an invaluable asset during our conversion. Lupine's
experience and conversion road map helped us navigate through our Yardi
conversion and helped us complete our conversion on schedule.
Mr. Wood's accounting experience enhanced with his technology
background, created a communications bridge between our departments that
was in-valuable during our conversion. He was a great single source of
information for every one involved.
We continue to use Mr. Wood's expertise and have found that his
post-conversion knowledge is as valuable as his pre-conversion
assistance. His ability to assist us with accounting issues, custom report
requests, system setup and maintenance issues was and continues to be a
great resource for us."
Joe Gomez
J.I. Kislak, Inc.
Excellent Customer Service
"I thoroughly enjoyed working with Lupine Partners. They have excellent customer service and surpassed their
reputation! Both Brian Wood and David Wolfe worked closely with Shelter to understand our mixed portfolio and our business
needs. They were extremely knowledgeable in helping Shelter identify and implement a new Property Management System. Lupine
managed the project from the start, keeping us and most importantly, the vendor on track. I would highly recommend them!"
Sandy Scheuerman, Director Information Technology
The Shelter Group
A Definite A+
"I haven't written a book report for many years, but I did read your entire book
some time ago and found it interesting and very easy reading.
I never gave much thought to the cost of huge, complex programs that cost megabucks, but my experience on a much smaller scale confirms what you
are saying about really trying to find out what you are getting. The Humane Society here,
leased shelter software about 2 years ago. The decision was made only by the shelter
administrator. The salesperson for the software is also the technical contact, the other
person in the company is her husband and not many shelters use it. By the standards in
your book this already should have given it a failing grade. Many parts of the program
are difficult to use and a lot of it is never used and they are reluctant to make
changes. The software is internet based and we do not have access to the raw data
files. To top it all off, our administrator, who never really knew how to use the
program, resigned. This is probably a good example for the old saying, “ Failure is not
an option….It comes bundled with the software”
I would give your book a definite A+."
Arnie Jensen
Retired Geologist
Top-Shelf Project Management
"With an approximately 33,000 unit portfolio, the task of converting the properties and accounting information
could have been overwhelming for our internal technical resources. The technologists at Lupine did a great job of helping us
break a big project down into sizable chunks, setting up the procedure and initial training, spending a good deal of time on
the application setup, and in providing top-shelf project management through the entire deployment cycle. Lupine brings a
unique (and very desirable) mix of big-picture project management and meticulous attention to detail and that combination was a
critical piece in our conversion puzzle. I recommend Lupine Partners for any company (regardless of size) contemplating such a
migration - they are a valuable resource in all aspects of the process from initial planning to post implementation report creation."
Tom Figert, Director Information Technology
BH Management Services
The Key to Success
"Lupine Partners’ Brian Wood was a key contributor in our business transition and data conversion.
As the Project Manager, he gained a thorough understanding of our business and guided us through all related decisions.
Brian’s knowledge and experience in Accounting principals and Property Management allowed our successful and “on-time”
implementation."
Michael Shaughnessy, IT Director
Lyon Management Group, Inc.
A Timeless and Valuable Reference Manual
"Finally, a comprehensive reference guide framed around the selection of software!!
In his typical straight-forward and pragmatic style, David Wolfe walks readers through the elements required in the selection of enterprise software. By covering all aspects of the process (from creating an RFP to the sharing of his experience in the form of anecdotes and examples) David has created a timeless and valuable reference manual.
If self aggrandizing platitudes and rah-rah speeches are needed to feel good about the critical enterprise touching process of software implementation, you should probably look elsewhere. If, on the other hand, getting the job done, getting it done right, and the first time gives you not only a feeling of accomplishment, but is required to make the project work, this reference text will quickly become a valuable tool in the arsenal of ideas.
A company’s ability to analyze needs, organize workgroups, plan and implement an effective software initiative can be extremely complex and requires the participation of far more than the IT Department. This book explores not only the IT element of a software project, but calls on true stakeholders to assume “ownership” of their portion of the project. Through a straight-forward and pragmatic delivery, David Wolfe brings all the needed ingredients together in a valuable reference for anyone involved in managing a substantial software implementation project."
D. Thomas Figert, Director of Information Technology
Sarofim Realty Advisors
One of the Top Instructors Ever!
"I have used Brian several times and wanted to let you know what great
service Brian has performed for WAK Management. As a CPA, I have attended
numerous computer training seminars. Brian focuses on the subject matter
yet is very flexible. I would have to rate Brian as one of the top
instructors I have ever studied under in 20+ years. Extremely
knowledgeable!"
Kirk Rouse, Controller
Wak Management, Inc.
Recommended Without Reservation
"Lupine Partners provided invaluable assistance throughout the entire process of our conversion.
Lupine assisted us with the selection of software, conversion, implementation of our software and ongoing enhancements.
It would be hard to believe that many other consultants could provide such a wide breadth of knowledge of accounting, property
management, and technology. There is no question that without the help of Lupine our conversion would have been longer, more
costly, and ended up with a less functional system. They were able to provide us with a clear plan and realistic expectations
and when required responded to any issues that we had immediately. It would be without reservation that we would recommend
Lupine Partners to any real estate company looking to meet their technology goals."
Phillip Jackson, Director of MIS
Price Edwards & Company
We Wouldn't Have Made It Without Lupine
"The service, support and expertise Lupine provided was instrumental to our successful conversion. Without
Lupine, we would have never made our Go-Live date. The training of my staff and turn-around times on our issues was extremely
impressive. I look forward to working with Lupine in the future."
Scott Ewart, Director of Information Technology
Housing Opportunities Commission of Montgomery County Maryland
Book is a Must for Any Business Professional
"Where was David Wolfe when we needed him during the dot com heyday? Just about every startup and corporation would have saved invaluable time, energy and money if this book were around back then. Thankfully we have it now. This is a book that has been lacking in the market. Wolfe has done a tremendous job of taking the seemingly difficult task of evaluating software and written it in a way for the layman to understand and even enjoy. His book is a must for any business professional, whether you're in sales, marketing, design or development.”
Ed Baran
Web Site Guru
The Software Magicians...
"You guys are magicians...did you sleep at all this week? Thanks for all of your hard work. We will continue
testing and let you know if any changes need to be made. It is really great to have a vendor that we can count on in a pinch!! Thanks again."
Sha'Vaughn McLaughlin, I.T. Manager
ProLogis
Lupine Partners is Awesome!
"The association that we had with Lupine Partners was awesome. David Wolfe
did an incredible job making the best of conversion woes. Our project was
originally scheduled to take 12 months (and that was pushing the envelope),
but we completed the entire conversion in just 8 months. There were many
things that were not in the original scope of the work that David was going
to do for us, and were always on time. David handled and continues to
handle all of our adverse (and there were a few) situations with the utmost
diplomacy and professionalism. David always has an innovative solution to
any problem that may arise. In other words, David ROCKS!!!!!"
Debbie Graves
FirstWorthing Corporation
It Works!
“David Wolfe has written a methodical and common sense approach to software selection…and it works! It is obvious this book is written for the layman – not for the consulting industry – it is easy to understand and follow. His insistence on taking a disciplined approach to software selection will insure that your selection and the accompanying implementation will be a success. Bravo David!”
Christine R. Stopps, CPA, Chief Financial Officer
Triton Investment Company
A Success!
"The training classes are complete and I feel that the training was a
success! Not only did we learn the product, but we had some
good group discussions regarding the upcoming conversion and CIGNA/Times
Square policies. Lupine Partners did a great job on the training."
Rita Perry
Transwestern Commercial Services
Implementation Success Thanks to Lupine
“American Industrial Properties (“AIP”) is very
pleased to have the opportunity to work with David Wolfe and his associates at
Lupine Partners. In 1998, AIP made
the decision to internalize property accounting. Given AIP is a public company, it is critical to have correct property
and financial information available in a timely manner.
Lupine Partners was a critical partner in the company’s
efforts accomplishing the goal of internalizing accounting operations. AIP enlisted Lupine Partners to assist with the customization and
implementation of the new software. In addition, Lupine was responsible for training the new accounting staff in
working with the new system. AIP continues to engage Lupine as the company incrementally takes advantage of the
vast potential of our software. David Wolfe and his team proved to have excellent knowledge
of the software, and a willingness to explore with the company the possible
applications and abilities of the software. David and his team have always been very responsive and realistic with
their suggestions. AIP’s implementation of the software has been a success for the company as programs
came in on time and on-budget thanks largely to the efforts of Lupine
Partners.”
David Warner, Senior Vice President
American Industrial Properties
It Should Be Required Reading!
"David Wolfe has taken a seemingly difficult process and broken it down into manageable tasks. I consider his book to be required reading for anyone (layman and professional) who is involved in the technology evaluation effort. His ideas on project management are relevant for any project, not just software selection!”
David J. Doherty, Chief Executive Officer
Stanfield Systems, Inc.
Thinking Outside the Box
"Lupine Partners has proven itself to
be a leader in the property management consulting field. They have helped our
company design and implement several custom modules and reporting packages to
streamline our business processes. Their unique blend of product knowledge
and ability to think outside of the box provided us the solution we needed. I
would highly recommend their services to others looking for assistance with
property management software."
Robert Auskalnis, Controller
Ashley Capital
Relying on Lupine Partners Since 1995
"Collins
Development Company is a privately held commercial real estate company. It
has holdings of over 55 properties for which it manages throughout the state of
California. We have been relying on Lupine Partners
for our application software support since in
1995. Lupine has helped us with all phases of use including
electronically converting data from our old system, implementation and training,
special projects and customization, and more recently, the conversion from the
DOS to Windows SQL version of the application. Lupine Partners combines business
understanding along with an in-depth product knowledge and has always been
extremely responsive to our needs and timetables. Not
only has Lupine's extensive knowledge of the software been of great help, but their
willingness to help, commitment and dedication to her clients has helped make
the software a success in our organization. We are very happy with the
service Lupine has been able to provide to our organization and look forward to a
continuing professional long-term relationship with her and Lupine Partners.
I
have no hesitation in providing Lupine Partners a very strong recommendation for
their service. Should you have any questions, please feel free to contact
me."
Edward
C. Sequin, Jr., Vice President Finance & Administration
Asset Management Group
Expertise and Reliability
"Cabot
Industrial Trust is a fully integrated national real estate company focused on
industrial space. We chose Lupine Partners to assist us in our software conversion after a thorough review process of several consulting
firms. We felt Lupine offered us the expertise and reliability needed for
a successful conversion. Lupine Partners did an excellent job of keeping the vendor as well as us on
track. He had great insight on the software and technical aspects of the
conversion. We are very pleased we selected Lupine Partners as our project
consultants."
Debra Daniels, R.E. Operations Manager
Cabot Industrial Trust
If Only It Was Around 15 Years Ago
"I wish this had been available 15 years ago....David Wolfe’s book would be extremely helpful to anyone entering the software selection process. The company examples are perfect and the readers will be able to easily relate to them. Starting the book with the potential land mines is a great way to get the reader instantly engaged. Walking through identifying company needs and the RFP process and even providing an example is a real bonus! “
Michele Wheeler, CPA, Chief Financial Officer
Jackson-Shaw
We Keep Coming Back!
"I have worked with David Wolfe since 1997
when my company converted our enterprise software. At
that time, he wrote 80-90% of our custom reports. We went back to him
repeatedly with new requests for reports in the subsequent years. David was
always quick to respond and provided us with the information we needed in a
timely manner.
Most recently, David and his staff
successfully converted our software from Dos to Windows. I was very impressed
with David's planning and organization of the conversion process. He and
his staff guided us through every aspect of the conversion - from installing the
software, converting the data, writing reports, writing custom processes and
training. When the conversion of the data was completed, David kept
himself available to answer questions and solve problems. This was very
important to us and kept our downtime to an absolute minimum.
David also has a very capable staff to
support him. They were and continue to be a tremendous help.
Everyone at Lupine is very knowledgeable of the product and are quick to respond
to questions and requests.
I look forward to working with Lupine as we
continue to grow and have additional needs."
Michelle Wiggs, Assistant Controller
CenterAmerica Property Trust, L.P.
Crucial Problem Solvers
"
David Wolfe and his team proved to be crucial in assisting us through
numerous issues with our conversion. David
Wolfe did not only identify and solve problems to make the software meet our business
needs, he helped the software company refine its own product. Lupine Partners has continued
to be a critical consulting source in our expanding requirements and
reliance on our enterprise software."
Kenneth Homsi, Senior Accountant
Centex Development Company
One of the Most Creative Solution Groups
in a
Long Time
"The single most responsive and reliable resource
I have found. Would highly recommend Lupine Partners to anyone.
If I have a problem it is addressed immediately. This is a quality group
that has the ability to tackle a problem from several perspectives.
Technical guys formerly and a CPA who understands not only the
accounting aspects of the software but also the real estate. Lupine
Partners is one of the most creative solution groups I have seen in a long
time.”
Michele Wheeler, Senior Partner
Champion Partners
Great Job!
“The
set up of our new database, entity structure and intercompany went very smoothly
as did the training. The staff at Lupine Partners is very personable and knowledgeable and did a
great job with implementation and follow-up. I would like to work with Lupine on any future projects we may have.”
Jan Melesky
Cooper & Stebbins
We Rely On Them For All of Our Consulting Needs
"Lupine
Partners has been with us since 1997. David Wolfe and his team
were instrumental in our conversion DOS to Windows and we still
rely on them for all our consulting needs. We find them to be great people to work with
on both a personal and
professional basis. They possess a
broad range of skills, accounting knowledge, systems and Internet knowledge. Lupine provides quality
service and we look forward to a long-term relationship."
Dee Ann Gilgen, General Manager
Cooper Realty Investments, Inc.
Above and Beyond
"I came to Lupine Partners after
experiencing horrendous customer service at another web design firm. From the
beginning, I stressed my need for quick response time, good communication, and
an appreciation for my company, the paying customer. I'm happy to say that
Lupine has met my expectations in regards to service. Even though we
encountered the differences and difficulties that inevitably occur when working
on such a project, Lupine handled them tactfully, respectfully and promptly.
Lupine Partners has gone above and beyond to make sure I've been happy
with their product and service. I expect Earth Science Laboratories'
involvement with Lupine Partners to endure many years."
Michelle Mader, Director of Marketing
Earth Science Laboratories
Innovative Solutions
“We
chose Lupine Partners to manage our accounting and property management
conversion and have been very pleased by the wonderful
customer service and amazing ability to find innovative solutions to difficult
problems. We always felt as though
David Wolfe owned the project and he always made us feel as though we were his
only client.”
Brian Wood
FirstWorthing
We Count on Lupine Partners
"Lupine Partners has provided a number of services for us
including custom report writing, in-house software training, and phone
support. We have been extremely pleased with their knowledge, quick
responses, and willingness to help and serve us. We can count on
Lupine for answers and fast turnaround, and we are happy to provide a very
positive testimonial to their work."
April Bull, Controller
Hawkins Smith
Objective, Independent, Experienced
“Kennedy Associates Real Estate Counsel worked with
Lupine to select the best-fitting software for our business. David Wolfe was an integral part of our project team and helped us
establish the format and process for documenting our evaluation of the various
software products. He was able to bring an objective and independent viewpoint
to our process, as well as strong familiarity with the software and
first-hand experience with implementation at property management companies. We
were pleased with Lupine's consulting service and would be happy to serve as a
reference for prospective clients.”
Steve Bremner, Chief
Financial Officer
Kennedy Associates Real Estate Counsel
Terrific!
"Lupine Partners
has been our primary software support resource since 1995.
Lupine is very knowledgeable and the attention and response to our needs is
terrific."
Tom Rutherford, Chief Financial Officer
Layton Belling and Associates
Get-to-the-Point Methodology
“When software installations go bad, they usually do so for lack of a full and complete understanding of the business requirements necessary to get the desired results. Getting to a clear understanding of what you are trying to accomplish is not as easy as it seems. David's book will help you avoid this problem with his get-to-the-point methodology. As a coach to software sales professionals, I recommend David Wolfe's book to you if you are considering making a major investment in a new software application."
Shamus Brown
Professional Software Sales Coach
A Well Conceived Plan
"I recently worked with David Wolfe and his staff on a
major Mass-based REIT client. Lupine Partners was engaged to stabilize a
DOS-based accounting system rendered ineffective by employee turnover and
lack of adequate staff training during the initial system installation. A
well-conceived plan jointly-developed by my client and Lupine and then managed
by Lupine reduced employee stress, increased employee job satisfaction,
simplified and enhanced the architecture of existing and additional reports and
provided the staff with an enriching educational experience. Lupine then
planned, managed and controlled a very effective conversion to a Windows-based
environment. I found David and other members of the Lupine staff to be
professional, focused and highly-motivated to serve their client in a timely and
most effective manner. It was an honor and a privilege for me to participate in
this project with Lupine Partners.”
John C. Hoffmann, CPA and Consultant
Meditrust
Wonderful Experience
"Working with Lupine Partners has been
a wonderful experience for our company. In the short time we have been
dealing with them, I have been very delighted with their immediate response
and the effort they put forth to resolve our issues. They have helped us
get the information we need to make our company run smoothly.
Lupine Partners has made our
working relationship very pleasurable and we have found them to be
knowledgeable in every aspect of their services."
Maureen Dolan, Administrator
Nemer Properties
In Tune with the People They Serve
"We have worked with Lupine Partners
for more than 4 years now. They have helped us with everything from
conversions to custom reporting. They have a superior knowledge of the software and
have proven to be the most effective resource for this product. David
Wolfe, as well as all other team members, have demonstrated
their professionalism, dedication and personal commitment to get the job done.
Their responsiveness, understanding and personal attention lend them to be
"in tune" with the products and people they service."
Ann-Marie Curtin, Controller
Prime Asset Management
Sole Source for Support
"My organization has been using
Lupine Partners for support on our enterprise software program for two years or more. I have always found them to be very knowledgeable,
helpful, and responsive to our requests for support. Lupine Partners has been extremely helpful in making customizations to our database; they
have made changes to our setup that the software company told us were not possible to make. We are so pleased with
Lupine that it is our sole source
for support. I am pleased that Lupine is growing and am confident that
with its top quality staff Lupine will be around for quite some time."
Tonia Landholm, System Administrator & Assistant Controller
Retirement Systems of Alabama
Ingenuity and Skill
"Riggs Bank N.A. is transitioning from the DOS world with distributive
processing to rolling out Windows to all of its reporting sites. Lupine Partners has provided outstanding service to Riggs in the areas of
customization, training, trouble-shooting windows processing issues, and
planning for the conversion of the remainder of our DOS sites.
Lupine Partners has delivered numerous assignments in a highly
professional manner, showing ingenuity and skill in problem solving. During a site visit, the Lupine staff greatly assisted in configuring our SQL
Server, ArcServe backup and numerous other tuning operations.In short, Lupine has been an excellent resource in Riggs’ efforts to
maximize the use of software in its real estate operations."
Bill Higgins, IT Manager
Riggs MEPT
It's Always Great Working With Lupine
"Starmount Company has worked with Lupine Partners since 1997. They have written many custom reports for us and did our
DOS to Windows conversion. Lupine rewrote all of our financial reports
for the conversion. It has always been
great working with Lupine and they always complete our projects on time.
We worked with David Wolfe on setting up recoveries and it has worked
great. Everyone at Lupine Partners is always professional. We
plan to use Lupine Partners in the future when we install additional modules for
software and converting to newer versions."
W. Franklin Minton, CFO
Starmount Company
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