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PETRA is a workflow automation platform that streamlines lease and property process management. It enables real-time tracking, customizable workflows, and collaboration with internal teams or third parties. With dashboards, online forms, and document management, PETRA reduces manual tasks and enhances decision-making through integrated, visual, and data-driven tools.

Vendor

Vendor

Progenesis

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Product details

PETRA

PETRA is a workflow automation platform designed to streamline and digitize lease and property process management. It provides full visibility across the entire lease lifecycle, enabling teams to manage tasks, documents, and communications efficiently. PETRA integrates seamlessly with Progen and other property systems, offering a centralized hub for collaboration, tracking, and decision-making.

Features

  • Customizable Workflows: Tailor workflows to match your organization’s lease and property processes.
  • Real-Time Dashboards: Visualize project status, task progress, and key milestones with color-coded indicators.
  • Online Form Builder: Create and manage digital forms for internal use or third-party submissions.
  • Document Management: Upload, link, and access documents directly within each project or task.
  • Task Assignment & Tracking: Assign tasks, set deadlines, and monitor progress with detailed histories.
  • Outlook Integration: Sync key dates and tasks with Office 365 Outlook for seamless scheduling.
  • Audit Trails: Track who did what and when, with full visibility into workflow stages and comments.

Capabilities

  • Manage lease processes such as new leases, renewals, terminations, and rent reviews.
  • Benchmark process durations against organizational expectations.
  • Identify bottlenecks and proactively resolve delays.
  • Collaborate with internal teams and external stakeholders securely.
  • Generate reports by project type, status, or workflow stage.

Benefits

  • Efficiency: Reduces manual handling and accelerates lease workflows.
  • Transparency: Provides clear oversight for stakeholders and management.
  • Flexibility: Adapts to any lease process or organizational structure.
  • Collaboration: Enhances communication and coordination across departments.
  • Compliance: Ensures audit readiness with detailed logs and documentation.