Go Forward BI Strategy

Contents

BI GTM: Two primary motions

Product Development Team Overview

Strategy

BI Integrations – Where we Play

Top Initiatives with Investments (Phase1 and 2)

Phase 1 Project Specifics

2 ©2022 RealPage Inc.

 BI is Two Solutions in One, Serving Two Key Customer Use Cases

RP Platform Reporting Multi-PMS Reporting

Value Props
• OneSite & Accounting portfolio reporting
• RealPage ancillary solution portfolio reporting (partial coverage of
RP solutions)
• Separate from product specific reporting
• OneSite & Accounting data access through BIX (partial dataset)
Features
• KPIs, dashboards, and drill through reporting
• SQL database extract delivered via FTP/cloud
• KPI alerts
• Custom reports (RealPage SOW & customer managed)
Primary Target Customer Segments
• Single platform SMB/corporate PMCs
• Single platform small to midsize owners & owner/managers
Value Props
• Multi-PMS portfolio reporting: Provides portfolio reporting
of key operational, financial, marketing and delinquency
metrics across a group of properties or portfolio regardless
of which PMS or PMS instance they are on
• Provides owner a consolidated view of operations across
managers and managers a consolidated view of operations
across owners
Features
• KPIs, dashboards, and drill through reporting
• SQL database extract delivered via FTP/cloud
• KPI alerts
• Custom reports (RealPage SOW & customer managed)
Primary Target Customer Segments
• Institutions
• Enterprise managers

3 ©2022 RealPage Inc.

 Primary Reasons for BI Attrition (Ranked)

1 Customer leaves RealPage platform (~50% retained)

Customer brings reporting in-house to achieve more

2
flexibility (Usually retain BIX business if OneSite customer)

Customer wants additional integrations that BI doesn’t

3 currently provide

4 Lack of adoption

4 ©2022 RealPage Inc.

 Current Product Development Team Overview

10 - DBAs
Responsibilities 2 - Attrition prior 6 months

• BI development
11 - BAs
• STARS Analytics (SA) development 5 - Attrition prior 6 months
• RP and 3rd party integrations for BI, SA,
PA]
• AO Core development (shared solutions 11 - QA/QE
for BI, SA, PA, Revenue mgt, Market
Analytics) 5 - Attrition prior 6 months
• Maintenance and tech debt for BI, SA, PA,
AO Core, Central Reporting
• Custom reporting/extracts for BI, Central 14 - Developers
Reporting
• BI Designer support 5 - Attrition prior 6 months
• BIX provision and support
• Strategic account data management
2 - Solution Architects
0 - Attrition prior 6 months
5 ©2022 RealPage Inc.
 BI/PA/STARS Strategy

Integrations: Clearly delineate where we

play

Core: Enhance KPIs to bring more

differentiation

BI To Go: Enable clients to leverage data

from BI to build their bespoke BI solution

Consolidation: Consolidate Benchmarking

and BI functionality into one product

6 ©2022 RealPage Inc.

 BI Current and Proposed Standard Integrations: Where we play

PMS / Platform Operational Top of Other Ancillary

Financial Leasing Delinquency Facilities
Funnel Solutions
Some current
RealPage integrations &
Others 2nd Priority

Yardi

Entrata

Resman

MRI

AMSI

Appfolio

Other Solutions (Knock,

Funnel, etc)

Top Priority 2nd Priority 3rd Priority

Current Deprioritized
Integrations thru Integrations (not Integrations (not
Integrations Integrations
‘23 on Roadmap) on Roadmap)
7 ©2022 RealPage Inc.
 BI and Benchmarking Top 2022 - 2023 Initiatives
Resource ROM
Initiative Business Value
(FTE Yrs)
Core: PII security enhancements • Requirement for new state regulations 3.5

Integrations: Data feed failure alert and root cause statusing solution • Requirement for Avenue5 and key request from institutional and enterprise customers
3.5
to identify integration failures and data issues • Significant impact on integration and data quality

• 29th Street requirement and better retention of accounts moving core to Entrata
Integrations: Entrata, marketing, delinquency, facilities integrations 7
• BI/PA/SA expansion to Entrata core customers

• Top customer request for benchmarking (SA/PA)

Core: Lease level reporting for benchmarking
Integrations: RP leasing & marketing suite integrations for BI &
Benchmarking
Core: AI chart of account mapping
Core: Advancement of KPI library and data model in BI to support
custom data visualization and analytics, data quality, and BI/STARS
Analytics unification
BI to Go: BIX, Azure cloud, SQL, and PowerBI offering, with custom
datasets
1.25
• Significant reduction of PMEs
• Top integration request from sales
• Drives expanded BI & benchmarking sales and pull through sales of leasing/living suite 7
• Provides enterprise reporting and analytics for 3rd party wrap around strategy
• Chart of account mapping is a major area of customer frustration and PMEs
1.75
• Improves expense benchmarking
• 29th Street requirement and top services and customer request for BI
• Enables Increased flexibility of reporting with 3rd party solutions like PowerBI, Tableau, etc 7
• Drives institutional/enterprise sales/retention
• Helps to neutralize REBA competitive offering
• Creates retention opportunity for customers looking to build their own BI solution 1.6
• Creates new services revenue stream

Total 32.6

Current team capacity for new initiatives = 14 FTEs (incl 6 open reqs)
Assuming incremental 14 contractor FTEs being added offshore
8 ©2022 RealPage Inc.
 BI and Benchmarking Top Initiatives: Roadmap and New Investment Estimates
ROM (Person Yrs) Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q4 2023

Requirements/Launch 1.5 Internal FTEs

Core: PII security enhancements 3.5 Onboard 1.5 Internal FTEs 2 Contractor FTEs
3 Internal FTEs 1.5 Internal FTEs
4 Contractor FTEs 2 Contractor FTEs
Onboard 2 Contractor FTEs Onboard 2 Contractor FTEs

Integrations: Data feed failure

alerting solution
3.5 Requirements/Launch 2 Internal FTEs 2 Internal FTEs
Onboard 5 Contractor FTEs 5 Contractor FTEs 5 Contractor FTEs

Integrations: RP leasing & marketing

suite integrations for BI & 7 Requirements/Launch 3.5 Internal FTEs
3.5 Internal FTEs 5 Internal FTEs 3.5 Internal FTEs
Bencnmarking 3.5 Contractor FTEs 5.5 Contractor FTEs 3.5 Contractor FTEs

Core: AI chart of account mapping 1.75 Requirements/Launch 1.5 Internal FTEs 1.5 Internal FTEs
Onboard 2 Contractor FTEs 2 Contractor FTEs 2 Contractor FTEs
Core: Advancement of KPI library
and data model in BI to support
custom data visualization and 7 Scope, Requirements,
Requirements/Launch 3.5 Internal
1 Pod 100%FTEs 5 Internal FTEs 5 Internal FTEs
analytics, data quality, and BI/STARS Deliverables 3.5 Contractor FTEs 5.5 Contractor FTEs 5.5 Contractor FTEs
Analytics unification

Core: Lease level reporting for

Benchmarking
1.25 2 Internal FTEs 3 Internal FTEs

3 Internal FTEs
Integrations: Entrata, marketing, Requirements/Launch 4 Internal FTEs 4 Internal FTEs 4 Internal FTEs 2 Internal FTEs
delinquency, facilities integrations
7 Onboard 3 Internal FTEs
Onboard 1 Internal FTE
3 Contractor FTEs 3 Contractor FTEs 3 Contractor FTEs 2 Contractor FTEs
Onboard 3 Contractor FTEs

BI to Go: BIX, Azure cloud, SQL, and

PowerBI offering, with custom 1.6 3.5 Internal FTEs
datasets 3 Contractor FTEs

Investment Estimates for New Contract

$112K $248K $288K $120K $72K $48K
Resources (Phase 1 Initiatives)

Investment Estimates for New Contract

$0K $32K $48K $216K $264K $288K
Resources (Phase 2 Initiatives)

Investment assumptions for offshore contractors: Cost = $8K per contractor per month and contractors require a 2 month paid ramp before they are productive
9 ©2022 RealPage Inc.
 Incremental Financial Ask

Phase FY22 FY23

Phase 1 Projects (Q3 start) $ 360K $ 528K
Phase 2 Projects (Q4 or later start) $ 32K $ 816K
Total $ 392K $ 1,344K

10 ©2022 RealPage Inc.

 Phase 1 Project Detail

11 ©2022 RealPage Inc.

 Initiative Overview: PII Security Enhancements
Execution Readiness: Some unknowns around specific tooling and broader corporate strategy. Need to work with Infosec and legal to finalize detailed requirements

In Scope:
• PII enhancements to me US, state, and Canadian requirements
Execution Approach
• Full catalog of all tables in BI with documentation of PII and sensitive data
• Implementation of data purging and encryption tooling
• Implementation of process to manage PII and sensitive data for new datasets and integrations • Inventory all (reporting and non-reporting)
• Development of mechanism to mask current and historical PII when requested by owner (resident)
tables within BI for data points that fall in
scope of data points needing remediation (as
defined by Legal & InfoSec)
Out of Scope:
• Data points in non-reporting tables
• Data decryption processes (TBD) ONLY will be purged and removed
• Enhancements to meet European requirements (Need to determine how we handle the couple UK instances that exist) from loads
• Process to manage data masking/purging requests (This needs to be handled as a corporate process) • Data points in reporting tables that
provide no value to clients/reporting
Dependencies: will be removed (clients will be notified)
• Clean, human-readable (no legalese) definitions of the data types that require remediation • Data points that appear in
• Support and complete requirements from InfoSec & Legal (Need by July 1)
reports/product that are valuable to
clients will be managed per the options
• Process management for data masking determined and handled by InfoSec and Legal
from Legal & InfoSec (may require
client notification)
Target Completion of Detailed Requirements: July 15

Owner: Product – Sindhu Thottan, Engineering – Adam Gulbranson

Resourcing Requirements:
• Fill open reqs for 1st phase of work: 1 offshore BA (50% allocation), 1 offshore ETL developer (Need by July 31)
• Onboard offshore contractors for 1st phase of work: 1 ETL developer, 1 QA/QE (Need by July 31)
• Allocate internal resources for 2nd phase of work; 1 internal ETL developer, 1 QA/QE (50% allocation) (Need by October 30)
• Onboard offshore contractors for 2nd phase of work: 1 ETL developer, 1 QA/QE (Need by October 30)
12 ©2022 RealPage Inc.
 Initiative Overview: Data Feed Failure Alerting Solution
Execution Readiness: Objectives and most data points for statusing are known. Some work completed in prior quarters. Specific
tooling still needs to be determined

In Scope: (Project will have phased releases with financial integrations targeted first to meet Avenue 5 requirements)
• Extendable technical framework to evaluate integration failures and data issues. Focus of work will be current BI and
benchmarking integrations but solution must be extendable to both other D&A solutions as well as new BI integrations
• Automated customer/services integration status reporting and alerting tied into AO platform
Execution Approach
• Automated root cause analysis and resolution recommendations delivered to users through solution where possible
• Financial, Marketing, and Delinquency integration for all PMS supported by BI. • Build new “page” within BI Portal application
to share findings from financial and other 3rd
Out of Scope:
party data processing
• “Page” provides client with the history
• Specific development for solutions other than BI and benchmarking. Framework will be designed to be extendable but work to
adapt to other solutions will not be completed
of file/API response processing
• Answers what was processed,
• TBD: Support for RealPage ancillary solutions. Not prioritized for 1st phase. Will be adding to project pending completion of
other deliverables and if available resourcing allows for scope increase when containing what data
• Operational integrations that pass through YSMaster
(summary metadata about the
file)
• Manually produced files uploaded to BI through the Portal by the client
• “Page” provides simple findings that are
based on the implemented properties
Dependencies: • E.g., Which (provisioned)
• Client and services engagement to refine specific alerting and statusing outputs (Need by July 1) properties we’re not included in
yesterday’s processing? Which
Target Completion of Detailed Requirements: July 15 periods no data exists for?

Owner: Product – Sindhu Thottan, Engineering – Adam Gulbranson

Resourcing Next Steps:

• Allocate internal resources: 1 Java developer, 1 QA/QE (Need by July 31)
• Onboard offshore contractors: 1 BA, 1 Java developer, 2 database developers, 1 QA/QE (Need by July 31)

13 ©2022 RealPage Inc.

 Initiative Overview: Lease Level Drill Reporting for Benchmarking
Execution Readiness: Scope and detailed requirements defined. Initial set of stories assigned

In Scope:
• Lease validation report for operational KPIs in STARS Analytics and Performance Analytics
• Dashboard drill through from operational KPIs to supporting lease level data for STARS Analytics
Execution Approach
• TBD: Dashboard drill through from operational KPIs to supporting lease level data for Performance Analytics (TBD based on
STARS Analytics strategy) • Develop report that flags leases used in
operational KPI calculations and identifies
exceptions
Out of Scope:
• Build a report parameter screen that allows
• Custom reporting capabilities users to select specific periods, KPIs and
• Drill through reporting for non-Operational metrics (e.g. Financial, marketing, etc) configuration options to see the lease detail
for specific KPI calculations and
configurations
Dependencies:
• Add drill through capability from the STARS
• Services and customer input on a few outstanding configuration decisions Analytics and Performance Analytics
dashboards that displays the leases and lease
Target Completion of Detailed Requirements: Complete exceptions associated with the KPIs that a
user clicks on

Owner: Product & Engineering– Merlin Moncure

Resourcing Next Steps:

• Allocate internal resources: 1 BA (25% allocation), 1 full stack developer, 1 database developer (75% allocation), 1 QA/QE
(Complete)

14 ©2022 RealPage Inc.

 Initiative Overview: Entrata Integrations
Execution Readiness: Scope and detailed requirements defined. Need to complete assessment of current Entrata endpoints to
determine if they meet requirements for BI

In Scope: (Project will have phased releases with first integrations targeted to meet 29th Street requirements)
• Entrata API integration for marketing KPIs aligned to spec for current Yardi and Resman integrations Execution Approach
• Entrata API integration for delinquency KPIs aligned to spec for current Yardi and Resman integrations
• Entrata API integration for facilities aligned to spec for current RealPage facilities integration
• Marketing:
• Incorporation of Entrata integrations into integration statusing solution
• Review data sourced by Revenue
Mgmt & confirm accurate to PMS
Out of Scope: reporting
• Other Entrata integrations • Load into BI’s existing marketing data
• New KPIs, widgets, and reports domain
• Support for Student and Affordable (Focus is Conventional only) • Delinquency, Facilities:
• Define API end points required for
collection of required data points
Dependencies: (Requires Entrata’s documentation
• Coordination of marketing integration work with Revenue Management and/or assistance)
• Engagement with Entrata to determine data availability and optimal methods of integration (Some risk to timeline if Entrata • Build API sourcing within existing
needs to make changes to their endpoints for the integrations to work) tooling to maximize existing
implementations workflows
Target Completion of Detailed Requirements: August 12 • Load sourced data into BI’s existing
delinquency and facilities domains
Owner: Product – Darlene Liu, Engineering – Adam Gulbranson

Resourcing Next Steps:

• Fill open reqs for 1st phase of work: 1 US BA, 1 offshore ETL developer, 1 QE/QA (Need by July 31)
• Fill open reqs for 2nd phase of work: 1 QE/QA (Need by October 30)
• Onboard offshore contractors for 2nd phase of work: 3 ETL developer (Need by October 30)

15 ©2022 RealPage Inc.

 Resources That Require Onboarding by July 31
PII Security Enhancements
• Fill open reqs for 1st phase of work: 1 offshore BA (50% allocation), 1 offshore ETL developer (Need by July 31)
• Onboard offshore contractors for 1st phase of work: 1 ETL developer, 1 QA/QE (Need by July 31)

Integration Statusing Solution:

• Onboard offshore contractors: 1 BA, 1 Java developer, 2 database developers, 1 QA/QE (Need by July 31)

Entrata Integrations:
• Fill open reqs for 1st phase of work: 1 US BA, 1 offshore ETL developer, 1 QE/QA (Need by July 31)

16 ©2022 RealPage Inc.