Choosing and implementing new cam software is a daunting task. Keystone Pacific’s savvy evaluation process offers a strategic roadmap.
How It Started
Keystone Pacific, a top U.S. management company, faced software deficiencies threatening growth. Realizing the need for change, they partnered with a consulting firm to evaluate 20 CAM solutions. After a thorough process, they chose CINC Systems. The successful switch, impacting tens of thousands of homeowners, showcases Keystone’s commitment to scalable and effective solutions, serving as a model for other companies.
keystone Goals
Enhance Experience
Keystone’s communities had high expectations.
Streamline Operations
Keystone aimed to achieve 70% homeowner self-service.
Continue Growth Trajectory
Keystone required a scalable, adaptable solution.
Defining the Need
When faced with an abundance of options, narrowing the field is
overwhelming. Keystone’s thorough decision framework is a cheat sheet.
IS IT TECHNOLOGICALLY SOUND?
A strong technical foundation is non-negotiable when choosing a software partner. Keystone wisely evaluated potential solutions’ tech architecture, processes, and teams.
“Peter Yang from CINC spent over an hour walking me through their entire technological infrastructure in tremendous detail and with clear passion. It was clear who the experts were.”
MIKE HUNSCHE - CHIEF INFORMATION OFFICER
KEYSTONE PACIFIC
IS IT INTEGRATION-FRIENDLY?
Rather than overcomplicating your tech stack, the right CAM software can serve as a "system of record," with APIs to integrate and communicate with other systems like call centers.
“CINC has a stronger set of APIs. Their designs are also based on one seamless platform versus a series of workflows that are complicated.”
MIKE HUNSCHE - CHIEF INFORMATION OFFICER
KEYSTONE PACIFIC
IS IT SCALABLE?
Besides a solid tech foundation, Keystone’s growing portfolio required a solution that could handle vast amounts of homeowner data without straining in-house IT resources.
“It was important for us to vet an option for Keystone that was not reliant on an on-premise server in order to sustain our portfolio of associations and continue growth.”
MIKE HUNSCHE - CHIEF INFORMATION OFFICER
KEYSTONE PACIFIC
IS IT SECURE?
When choosing a CAM software partner, you’re entrusting them with sensitive homeowner data. Attacks and breaches are a constant threat, and the stakes are high.
“Data privacy is of the utmost importance for Keystone and our clients, which is why we have implemented state-of-the-art cybersecurity tools. We use CINC in part because it is SOC 2 compliant, which is the standard for data protection.”
CARY TREFF - CHIEF EXECUTIVE OFFICER
KEYSTONE PACIFIC
🔒CINC IS THE ONLY CAM SOFTWARE THAT’S SOC 2 TYPE II CERTIFIED AND VERACODE VERIFIED.
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When the decision was down to the wire, Keystone considered CINC’s other strengths: - Financial Health & Backing - Strong Executive Leadership & Team - Continuous Innovation |
“CINC had over 50 developers working on their product compared to a much smaller team. This showed us that CINC was dramatically better positioned to innovate and scale. They also had more capital, and when you’re looking for a solution to drive product innovation for long-term success, that’s really important.” CARY TREFF - CHIEF EXECUTIVE OFFICER |
How It’s Going
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After an exhaustive six-month vetting process, the decision was between CINC Systems and another software provider with similar functionality. Keystone chose CINC. Keystone’s leadership remains enthusiastic about the partnership, especially because of the heightened executive support and product innovation CINC provides. Keystone has also been an early adopter of CINC’s product enhancements, providing valuable input and even participating in beta groups. It expects Cephai, the CAM industry’s first generative AI solution, to be another game changer for the business. |
“When we chose CINC Systems, we didn’t just choose software. We chose a partner who will continue to grow, innovate, and achieve success with us. I think it’s very important for executives to consider partnership as well as product when making a software decision.” JARED JONES |
ABOUT CINC SYSTEMS
CINC Systems is the largest provider of accounting and management software in the community association management industry and the innovator behind accounting and banking integration. Founded in 2005 by a banker as the industry’s first SaaS offering, CINC Systems now employs more than 250 people and provides software and applications to more than 37,000 associations across the U.S., servicing over 4 million homeowners. In January of 2024, Hg Capital made a significant investment in CINC to accelerate the company’s growth trajectory and institute rapid product development.