In recent years, the property market has seen a significant shift from traditional on-premises property management software to cloud-based systems, with the market for such apps growing 10% each year over the next few years.
If you do not already use such a system, it’s time to get up to speed on using one such as Yardi Breeze to ensure you offer the best service possible. However, if your team doesn’t know how to use it, you may need assistance getting up-to-speed.
This guide will explain how Balanced Asset Solutions (BAS) can offer Yardi Breeze consulting, helping maximize your potential with advice on:
- Implementation
- Training
- Scaling
- Compliance
- Yardi Breeze optimization
By the time you finish reading, you will see how we can help you increase your ROI by reducing costs related to using the software and giving you the best returns on its utility.
Onboarding and Setup
Getting the onboarding process for a piece of software right ensures your team can leverage it as a fully operational system that meets your unique requirements. BAS can work with you to produce a custom implementation that aligns the software with your portfolio, thus setting up features that match your unique requirements. We can offer support with:
- Tenant tracking
- Lease management
- Financial tools
- Data migration
These aim to ensure you make the fewest errors possible and prevent you from accidentally taking steps that may lead to a data breach or other significant issues during everyday use.
By creating a plan that includes all aspects of the technology, we can ensure that your business understands the software tools on offer, allowing you to centralize all your real estate operations within Yardi Breeze. Your team can then self-teach, sharing knowledge between the individuals who each have a grasp of different application areas based on their unique strengths.
Application Settings Customization
When you bring us on board, we will work with you to create a full profile of what your business needs in terms of:
- Property types
- Leases
- Management structure
- Tenant profiles
- Communication methods
- Maintenance requirements
- Payment processing steps
We can then set up Yardi Breeze to match your specific needs. If something is incompatible or requires a change on your end, we can work with you to ensure the minimum overhaul of your system, making it easier on you.
We will then test the new setup thoroughly to avoid interruptions when you decide to put the system live.
However, before you flip the switch, we will ensure that the system contains all the data you need. We can analyze and extract data from your current system, clean it up to remove duplicates and erroneous data, and then transfer it to your new Yardi Breeze database.
Our consultants can ensure the migration adheres to:
- Software requirements
- Data security standards
- Local and federal data laws
- Database best practices
Similar to when setting up the system, we will then test the data to ensure its integrity and that it is ready for use. BAS can also create an automated backup system to minimize data loss during subsequent use.
Yardi Breeze Consulting via Direct Training and Support
BAS understands the need for proper training to ensure that every member of your team can utilize the full scope of what Yardi Breeze offers. As such, we will work with you to develop and implement a training program and provide a long-term support solution to enable you to continue resolving issues.
We can help you troubleshoot issues with your system, assisting you with minimizing disruptions to your daily operations should something occur you cannot resolve yourself. To speed up this process, we can also create a public customized usage guide for you to help empower your team to resolve issues independently without needing to pick up the phone.
Our ongoing assistance also offers tips that can speed up your internal processes. When Yardi Breeze updates, we can ensure you always have the latest version. Should the features and functions of the software update, we can work with you to ensure the support material is in sync.
Optimizing Workflows and Processes
As you start using Yardi Breeze, you will find places where it works perfectly for you and areas that may need streamlining to help support your internal processes.
To assist with this, we can help you to understand how several features can speed up your work further, including:
- Leveraging the lease and tenant management tools of Yardi Breeze
- Using the advanced reporting capabilities of the software to empower you with insights
- Configuring your workflows to align your work with your operational goals
- Reconciling your financial records to develop streamlined processes for maintaining accurate data
- Setting up systems to ensure you automatically comply with government regulations
We can also help you set up automated systems to handle routine tasks such as:
- Rent collection
- Invoice processing
- Reminders and notifications
- Maintenance requests
- Task assignment
These will ensure that all of your small tasks complete without anyone needing to be hands-on, significantly speeding up your work.
Similarly, BAS can also set up advanced reporting tools to help you track your KPIs, such as occupancy rates and expenses. You can then use these to make better, data-oriented decisions to boost your ROI for every property.
Guidance With Other Features
BAS can also offer assistance with understanding several other aspects of using the software, unrelated to its direct utilization, including:
- How to scale its use to fit your team
- Efficiently transitioning and merging legacy systems with Yardi Breeze
- Customizing features to handle the complexities of larger portfolios
- Recommendations related to adding new property data
- Cleaning and organizing legacy data
- User roles and permissions
As such, we can ensure that you fully understand the scope of the product’s capabilities and how best to use them.
Ensure Your Portfolio’s Profitability with a Full Understanding of Yardi Breeze
Partnering with Balanced Asset Solutions gives you the best chance to maximize your potential of using Yardi Breeze and streamline your property management process. So, speak with our expert consultants to discuss new real estate software implementation and training with the software to fit your unique needs.
Get in contact today to learn how our Yardi Breeze consulting can prepare your portfolio for growth and ensure you have the knowledge to leverage it to your greatest benefit.
