System Administration
There are tools and functions within Yardi that are not accessible to general users. We can assist you in understanding which of these may be helpful or necessary for your business, or we can temporarily fill the role of System Administrator to handle a wide variety of queries or requirements.
Users/Security Groups/Permissions/Menus
If your organization needs a more bespoke set of menus or user permissions, it can be an overwhelming and time-consuming task. We can help you understand your options, map them out, and execute the results.
The same applies to your users and security groups; we can assist in identifying what’s required and when, or even set up templates to make in-house management easier going forward.
Workflows
Another critical element of your system is ensuring you have workflows set up for all necessary items in Yardi, including relevant escalation points and DLA limits. We can help you set them up or review your current setup to suggest improvements or any necessary changes.
Custom Reports
Yardi offers a wide range of out-of-the-box reports and analytics, with even more becoming standard for our APAC region.
However, there may still be reports that provide almost all the information you need, or you might require a unique report tailored to your business.
We can assist in creating custom YSR reports that meet your specific requirements and business needs.
Data Validation Checks
You don’t know what you don’t know, and one of the things that can be hard to keep track of is the reliability and consistency of your data. We are all human and can make mistakes, which may lead to incorrect or mismatched data.
We can provide examples of data validation checks that could be helpful to you, and we will also work with you to identify any current data pain points so we can help you achieve clean and consistent data.
Data Extracts
Perhaps you don’t need a fully runnable custom report; you may just have a quick query and want a data dump of certain information. You might have a complex Excel document that would benefit from an additional tab of Yardi data to integrate with the rest of the document. Alternatively, you might need to offload some Yardi data into another external system. In these cases, we can assist with a data extract.
Data Migration
Are you transitioning from a legacy system to Yardi for the first time? Getting your data organized and ready for Yardi can be overwhelming, but we’re here to help. Your business will need to embark on a data cleanup beforehand.
Process Review/Streamlining
Do you have any processes that are cumbersome, involve too many manual steps, or rely on out-of-system components? Is your team coping now, but with anticipated business growth, the current processes may not be sustainable in the long term?
We can work with you to understand your current operational processes that are struggling and assist in identifying areas for improvement and streamlining. This could involve implementing a new process, or you may need a custom report, automation, or a new module to achieve the improvements you need.
Automations/Clean Ups
Sometimes, you may wish that everything could be automated. While we might not achieve complete automation, we can extend your data validation checks, extracts, and streamlining efforts. We can discuss which data items currently require manual intervention and identify specific conditions under which you’d like them to be automated. Additionally, we can assist with a bulk cleanup of certain data and provide you with the tools to stay on top of it moving forward.
New Module Implementations
Are you embarking on a journey with new module implementations? With the increasing number of options available, it can feel hard to keep up.
Your business and team are best suited to define what works for you, but managing this alongside day-to-day tasks can be a struggle. Additionally, there may be technical aspects of the implementation that your team isn’t confident in.
We can assist you during this process, serving as a go-between or even as a translator, facilitating communication between Yardi and your team if needed.
Voyager Upgrades
While Yardi’s new Elevate suite has an automated update schedule, the Yardi Voyager 7S product does require your business to decide when is best for an upgrade, plan for the upgrade, test it thoroughly and then roll it out.
The upgrade process can bring about long awaiting changes, additions or fixes for your business and how you use Yardi. It can also be challenging to get the planning and all your resources ready for a successful upgrade.
We can assist your business with the planning and management of your next Yardi Voyager upgrade.
