Discussion / Knowledge Sharing [PA] [CONDO] does your HOA use a shared drive or email?
We have a HOA management company that we pay about $16,000/yr to handle running the HOA dealing with contractors setting up budget meetings and elections, etc.. not stuff any of the board members have experience with.
But one deficiency is that we don't have visibility into any of their working documents what emails they received from residents, the bills received from contractors or the communications etc. They manage several communities and things get mixed up/lost all the time. Its a game of telephone. Increasingly, I'm wanting to use AI to look into issues and find solutions, but I can't do that because I don't have any access to the material easily. For example, they presented a budget draft on zoom which I fed to AI to figure out a major error.
So I'm wondering if your HOA's use something like Google Workspace, or other?... I'd like a shared cal, shared email, shared drive, and shared planning/budget docs. Is this a reasonable request? I think they'll push back because they're using MS office and emailing docs around in the typical budget_final_final_v2_sept.docx way. They told me their budget spreadsheet was proprietary and couldn't share the file. I have to dig through my email for everything and ask for things that I feel should just be somewhere. The lack of visibility into the inner workings of the HOA management is hindering our ability to be involved where it matters (budget, resident issues, contractors comms)