About Harbor Retirement Associates
Harbor Retirement Associates (HRA) develops and manages luxury senior living communities across the United States. Founded more than 22 years ago and headquartered in Vero Beach, Florida, HRA operates 19 communities across 8 states — offering independent living, assisted living, and specialized memory care under an "At Your Service" hospitality model.
Led by Chairman Tim Smick and President & CEO Sarabeth Hanson, HRA employs approximately 1,550 associates and serves residents from Florida and the Carolinas to Texas, Illinois, Connecticut, Delaware, and Wisconsin. Each community combines resort-style amenities — on-site dining, concierge services, fitness centers, and salon services — with personalized care coordination.
With 19 communities operating across eight states, HRA's leadership turned to BC Solutions for in-depth reporting that works at both the community level and the portfolio level.
The Challenge
HRA was running Yardi across all 19 communities and needed reporting tailored to its senior living operating model, portfolio rollups, and leadership review process. Reporting priorities included:
- Occupancy and census reporting aligned to HRA's tracking model and reconciled across report views
- Consolidated aging reporting by community with the formatting, color-coding, and status highlighting leadership expected
- Bad debt estimation workflows that calculated exposure across the portfolio
- Concession tracking with burn-off visibility to project revenue impact as promotional rates expired
- Weekly occupancy and sales views showing leads, tours, deposits, and census figures together
- Dashboard maintenance across upgrade cycles, including stored procedure review and troubleshooting
HRA needed a reporting partner who could build and maintain a custom analytics layer around its operating model as the environment evolved.
The BC Solutions Approach
BC Solutions embedded with HRA's operations team and began building a custom reporting suite that addressed each gap systematically. The engagement started with dashboard maintenance and evolved into a comprehensive development partnership spanning nearly three years.
Operational Reporting
Financial Analytics & Collections
Dashboards & SSRS Development
Data Migration & Platform Support
The Results
Over nearly three years, BC Solutions built and maintained a comprehensive custom analytics layer on top of HRA's Yardi environment:
15+ Custom Reports
Occupancy, census, aging, rent roll, concessions & more
SSRS Development
SQL scripting and RDLC report builds for production use
19 Communities
All reports built to work across the full portfolio
3-Year Partnership
Ongoing development, maintenance & support
Why It Matters
The HRA engagement demonstrates what BC Solutions delivers for multi-community senior living operators with specialized reporting requirements across communities, portfolios, and leadership workflows:
Senior living reporting needs vary by community and portfolio.
With 19 communities across 8 states, HRA's leadership needed occupancy, census, and financial data presented in formats that matched their operational workflows. BC Solutions built every report to work at both the individual community level and the consolidated portfolio level, with the formatting, filtering, and Excel export behavior that makes the data immediately actionable. For operators still evaluating category-level options, our senior living software comparison guide explains why reporting depth should be part of software selection long before go-live.
Bad debt estimation and aging require purpose-built tools.
The Bad Debt Estimator alone went through multiple spec cycles, AR analytic configurations, concession overlap handling, and QA rounds before delivery. The Aging Report for All Communities required color-coded status highlighting, community-level page breaks, and Excel-ready formatting. These reports were designed around HRA-specific senior living workflows and required both reporting expertise and domain knowledge to build correctly.
Custom dashboards need ongoing maintenance.
As HRA's environment evolved across multiple upgrade cycles, BC Solutions maintained the custom dashboards, reviewed stored procedures and dashboard queries, and adapted the reports as HRA's operational needs changed — adding budget data, adjusting balance thresholds, and converting selected YSR reports to SSRS formats where appropriate.
Data extraction expertise bridges platform transitions.
When HRA needed to move data from Yardi to PointClickCare for a community transition, BC Solutions wrote custom extraction scripts, mapped fields to PCC import templates, and validated the output — the kind of specialized work that requires deep knowledge of both the source and target systems.
Need custom reporting for your senior living portfolio?
Contact BC Solutions to discuss how we can build the analytics layer your leadership team needs around your Yardi environment.