At Exalenze, our Yardi implementation methodology ensures a seamless transition to optimized property management processes. From planning to ongoing support, we meticulously guide you through each phase to maximize the benefits of your Yardi system. Here's how we do it:
Planning
Kick Off & Prepare Project Plan: We start by defining clear objectives, scope, and deliverables, ensuring alignment with your goals.
Identify Key Resources: We identify essential people, materials, and equipment necessary for project success, ensuring nothing is overlooked.
Solution Design
Business Analysis: Through in-depth conversations and stakeholder interviews, we craft a tailored Yardi system focused on efficiency and user-friendly functionality.
Decide Master Level Structure: We meticulously determine the overarching hierarchy and categorization of data within the solution. This step is pivotal in organizing and structuring data effectively, facilitating efficient management, reporting, and analysis. Key elements we consider include leases, billing, reporting, and user access, ensuring that each component aligns seamlessly with your operational needs and objectives.
Database Configuration
Legacy System Data Analysis: We analyze existing data structures and quality within your legacy system to inform our configuration strategy.
Identify Gaps: By comparing legacy system data with Yardi's schema, we identify any disparities and plan accordingly.
Prepare ETL Files: We extract, transform, and load data into the new Yardi system, ensuring integrity and completeness.
Testing and Training
Comprehensive Testing Process: We rigorously evaluate the Yardi system to ensure it meets your requirements and functions flawlessly.
Train the Trainer: We empower internal trainers with comprehensive knowledge to educate and support your team effectively.
Create Manuals and Documents: We provide user manuals, training guides, and SOPs to facilitate smooth adoption and utilization.
Project Go Live
Project Go Live: We officially launch the Yardi system, marking the transition to streamlined property management processes.
Ongoing Support: Our dedicated support team provides assistance, maintenance, and troubleshooting post-implementation, ensuring continuous efficiency.
First Month-End Close: We assist with the first month-end close using the new Yardi system, validating accuracy and addressing any issues promptly.