What is a Yardi Consultant?
I often get asked, “What exactly does a Yardi consultant do?” It’s time to shed some light on the role and why businesses rely on us for their Yardi needs.
A Yardi consultant is a professional who provides expert guidance and hands-on support to businesses using Yardi software—but we don’t work for Yardi directly. Instead, we partner with clients to help them make the most of their Yardi investment, whether they’re new to the platform or have been using it for years and want to maximize its potential. We specialize in custom implementations, special projects, ongoing support, and tailored solutions designed to fit the specific needs of each business. Our goal is to ensure that Yardi is working as efficiently as possible for our clients.
What Do Yardi Consultants Do?
At a high level, our core services include:
New Implementations: Setting up Yardi systems from scratch for businesses starting with Yardi or migrating from other platforms.
Ongoing Support: Offering continuous support to ensure the smooth functioning of Yardi software, answering questions, troubleshooting, and optimizing use.
Custom Development: Developing customized solutions within Yardi, from custom reports to workflows and features, to suit each client’s unique needs.
Key Projects We’re Excited About in Q4
As we move into Q4, we’ve got some exciting projects lined up that reflect the wide range of services we offer:
User Security Audit: We’ll be conducting a full security audit for one of our clients, ensuring that system access is properly managed, security measures are in place, and separation of duties exist.
Procure to Pay Workflow Optimization: Streamlining AP workflows to improve efficiency, reduce errors, and save time.
Commercial & Residential Implementations: Facilitating Yardi setups for both commercial and residential portfolios, ensuring a smooth transition and optimization.
Breeze Implementation: Getting a Breeze implementation across the finish line and helping our customer get more comfortable with managing day to day operations in their new software.
Public Housing Authority (PHA) Implementation: Working on a PHA implementation to ensure full compliance and smooth operations.
Affordable Rent Cafe Implementation: Supporting an affordable Rent Cafe rollout to make rent collection, certifications, and waitlist management simpler and more efficient.
Property Builds: We have around 25 property builds in the pipeline for Q4, covering both residential and affordable housing properties, spread across different housing programs.
Custom Reports: From rent rolls to financial packages, we’re delivering tailored reporting solutions that help clients track key performance metrics.
Yardi Data Connect & Power BI: For enhanced reporting and insights, we’re helping a client integrate Yardi Data Connect with Power BI for one of our clients.
Customized Leases: Helping clients draft lease agreements that automatically generate to meet their specific legal requirements.
Facility Management & Inventory Management: Assisting a client with customizing their facility management workflow to service their clients with work orders, unit turns, and inspections. We’re also helping another client develop a customized solution to better manage their inventory across their entire portfolio.
Training & Best Practices: Providing in-depth training on a wide range of Yardi products, along with expert guidance on Property Management Best Practices. With much of our team having hands-on experience from the client side, we leverage that knowledge to offer practical, real-world insights that help our clients succeed.
Supporting Day-to-Day Operations
Beyond these big projects, we continue to provide day-to-day support to ensure our clients are getting maximum value from their Yardi systems. Whether it’s troubleshooting, optimizing workflows, or developing new features, we’re always here to assist.
If any of these services align with your current needs, or if you have Yardi-related goals you’re hoping to achieve, please reach out. We’re a full-service Yardi consultant, and we’re ready to help you optimize your system and improve operational efficiency.
Let’s work together to make your Yardi investment work for you!
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