The product

Portfolio, operations and development belong together.

How is the portfolio performing? Which assets perform best, and where is the greatest potential? Which maintenance work is documented? Where is investment needed? Three work areas organize these questions across the property lifecycle.

Product vision with a documented core covering properties and supporting records. Managing planned works and role-specific views for external participants are planned extensions.

Three work areas in the product vision

01

Understand assets

What belongs to the portfolio?

Buildings, installations and available master data structure the portfolio. Linked documents show what an assessment is based on.

The focus of Solidus

Contracts, risks as well as energy and ESG data are meant to complement this assessment basis.

02

Maintain assets

What is documented, and what remains unresolved?

Day-to-day operations produce maintenance reports, inspection certificates and queries. What matters is which statement they support and where clarification is still needed.

The focus of Solidus

OPEX, repairs, responsible parties, deadlines and operational tasks are intended to be managed in the context of the same property.

03

Develop assets

What must be decided next?

A verified finding can lead to refurbishment, conversion or other works. The information supporting the decision should link the reason for the work to cost assumptions, budget and responsibility.

The focus of Solidus

Managing planned works, CAPEX and acceptance are part of the product vision. Scope and sequence are determined for a specific use case.

Integration in the product vision

Scattered sources.
One shared baseline.

Integration AI agents connect various source systems to the Portfolio Manager. They understand sources, structure content and prepare decisions for expert review by people.

Decision layer

Solidus Portfolio Manager

All data in one place.

Portfolio decisions · KPIs · planned works · audit

AI agent

Solidus integration AI agent

Understands sources · structures content · reconciles information · prepares decisions

  • Source references
  • Roles & permissions
  • Human Approval

Existing source systems

  • ERP systemMaster data · postings
  • SharePointDocument storage
  • Excel / CSVLists · exports
  • E-mailCases · correspondence
  • DMSContracts · records
  • Media ManagerImages · videos
  • CAPEX plannerBudgets · planned works
  • Ticket systemTasks · status
  • Microsoft 365Teams · Office · calendar
  • CMSContent · property pages

Product vision. Specific integrations are defined for each use case and are not promised as currently available features.

Solidus for better collaboration

One shared portfolio.
The right view for every role.

Shared information needs clear boundaries. Participants should be able to work within their agreed scope. Asset management remains the professional starting point.

Asset Manager

Distributed information becomes a basis for decisions.

Asset management consolidates the portfolio for its clients. It reviews statements, prioritizes clarifications and prepares decisions.

Contributes
Sets focus and priorities. Requirements for evidence, professional assessments and priorities.
Needs in return
A reliable overview of all key portfolio attributes. Drill-down into issues. A traceable status with sources, open items and decision needs.
Access boundary
Internal assessments and owners' finances remain separate from the information available to parties supplying data.

An illustration of the product vision. Planned work views and external access.

Product status and scope

A concrete core.
A broader product vision.

The vision explains how the parts fit together. To get started, what matters is which capabilities support your specific use case today. We review these in a demo call.

01Documented starting point
Property catalog, available master data and document-based maintenance views.
02Documented in staging
Source verification, duplicate checks, saved baselines and comparisons between them. Documenting these capabilities in staging does not promise their current availability in production.
03The focus of Solidus
External submission channels, role-specific views, management of planned works, OPEX, CAPEX, approvals and acceptance. These are not all currently available features.

Is Solidus a fit for your portfolio?

Discuss it in a call