Your Experts for Yardi Consulting
Founded more than 15 years ago, The Jacobs Group has experienced, knowledgeable professionals to serve the Yardi client community. We have a range of Yardi consulting experience for various real estate industries, including:
- Asset/Investment Management
- Single Family Homes
- Construction & Development
- Facilities Management
When it comes to getting your Yardi property management software up and running quickly, correctly, and cost-effectively, our consultants are industry leaders. We have a deep understanding of how the software works, and use this to help you become more fluent in this beneficial software. Your Yardi success is guaranteed when you work with us; we are always willing to go out of our way to ensure your complete satisfaction–just ask any of our clients. Contact our Yardi consultants today to find out more about our services.
A Team Ready to Assist You
Your success depends on our Yardi professionals being able to effectively and efficiently teach you this system. That is why when you work with us; you will work with consultants with decades of experience and strong backgrounds in property management, accounting, custom programming, and the Yardi program itself.
We have dedicated ourselves to fully understanding all aspects of Yardi, including the add-on modules so that our team can answer any questions or concerns you might have at any point. Make sure you’re getting the most from this powerful software by working with our talented team.
You don’t need to bounce between a bunch of different consultants to harness the full power of Yardi; you just need to work with our full-service firm. We work hard to make sure you have everything you need to get the most from the Yardi property management software. Our services include:
- Yardi Consulting Services
- Implementation Services
- Help Desk Support
- Yardi Training Services
- Project Management Services
- Custom Reporting Services
- Business Process / Yardi Database Review Services
Our Mission, Values and Motto
Our values of honesty, integrity, commitment and delivery are important to us. We are honest and straightforward in all of our dealings with clients, 3rd parties, Yardi and our employees.
We are committed to growing our business through embracing technology, developing strong partnerships and by placing the emphasis on providing high levels of customer satisfaction.
Our mission statement is to ensure that we provide the right resources at the right time to maximise our clients’ business potential. We don’t want to be the biggest but we do want to be the best.
As our business continues to grow we work hard to keep these values at the core of our operation. We are a company that values individual excellence and strong teamwork, where people care about each other and share their knowledge.
We strive for excellence and aim to exceed expectations. We work hard to achieve our goals and we encourage our staff to be ambitious. Retaining our competitive edge through constant learning is central to the way we operate and we are always looking to improve our business processes and services.
Our Motto is : Client Focused. Results Driven.
What we bring to you
Project Management / Implementation
A successful Yardi project requires proper planning and on-going project management. We utilize an on-line project management system called Autotask which clients have access to. At any time, Yardi clients can logon and enter support tickets, check the project plan, and run a variety of reports. We begin a new Yardi project by having an on-site or remote kick off meeting. This allows us to better understand the company, its property portfolio, expectations and timeline. From this meeting, we prepare the project plan and upload it into our Autotask system.
We also believe in weekly Yardi status meetings, along with the Yardi account manager, to ensure we are on track and on budget at all times. We prepare an agenda sent prior to the meeting and after these meetings, we create both a weekly project status report and a weekly to-do list so the client, The Jacobs Group and Yardi knows what is expected to be completed the following week. These weekly project status reports are ideal to forward to upper management or the Board of Directors to confirm that their approved budget is on track and everyone is working hard to move the project forward. We also work with clients to draft the conversion/implementation/go-live timeline and coordinate any data conversion which may be required.
After an initial kick-off meeting to understand the client’s needs, we move into the implementation phase. We review all aspects of the Yardi system in detail with the client’s Yardi implementation team. Yardi is a complex software and this phase allows the project team to decide how much of the Yardi program to implement in Phase I and what to rollout down the road. Furthermore, we work with clients to provide best practices on policies and procedures using the new Yardi program or version upgrade
Our experienced trainers can provide training on the core Yardi program and any ancillary modules. We can provide either on-site or web-based remote training. Unlike some other Yardi consultants, we do not charge travel time for on-site training. We prepare a training agenda and can provide a customized Yardi policies and procedures manual in MS Word or PDF format. If requested, we can also record web-based trainings so you can refer to them later and/or train new staff. We either provide a train-the-trainer style approach where we train someone on the project team or training department, and they will then train the end-users or we can train all the end users.
The Jacobs Group utilizes several different methods to electronically convert property and financial data. For property, unit and resident types of data, we can use our SQL import scripts or utilize Yardi’s built-in ETL import capability. For trial balance, transactions and budget data, we can import data based on the Yardi format or train clients to import themselves. We can also assist clients with the import and proper setup of new properties they acquire after they are fully up and running.
Yardi has several different custom reporting options and technology. There is SSRS, YSR (Yardi Spreadsheet Reporting), the Yardi Custom Financial Analytics tool, Yardi Ad Hoc reporting tool, standard SQL reports, and FillDocs (to Word or PDF). We can either provide training on the use of these tools or create the custom Yardi reports. With an initial custom report request, we first advise the client if there is a similar report within Yardi which they may not be aware of. If not, we try and leverage our extensive custom Yardi reports library to keep the cost as low as possible.
Yardi Tech Support
The Jacobs Group provides fast, experienced Yardi support – and this sets us apart from others. If we can provide a quick answer in 5 minutes because we know the answer right away based on our many years of experience, we feel it’s better than other sources who need to ‘look-into-it’, ‘check-with-their-manager’, and get back to you days later. Our experience and pro-active support service results in cost savings for clients in addition to getting results much faster
Yardi Efficiency & Business Process Reviews
Yardi Efficiency Review:
A service The Jacobs Group has provided over the last few years is a full Yardi database review. We look at all aspects of Yardi setup including most areas of the system admin menu, the Chart of Accounts, security, charge codes and a detailed review of a of couple properties. This extensive Yardi review results in a detailed report (approximately 5 pages long) with recommended changes to the setup. It also identifies areas of the Yardi program clients are not utilizing (and may not be aware of) to make their business more efficient. Our database reviews have been very well received by Yardi clients. Once the report is sent to the client, we schedule a call to review the report in detail, answer any questions and help establish a plan to prioritize the changes needed.
Business Process Review:
The Jacobs Group provides full property management business process reviews. These reviews are provided by the Principal, Chris Jacobs, as he has over 30 years of experience working in the property management business (8 years), working directly for Yardi Systems (7 years), and providing Yardi consulting services (15 years). He interviews employees at each level of the client’s company structure, gets honest feedback of time consuming and poor business processes, then provides industry and Yardi best practices/recommendations. Chris has worked with hundreds of property management companies and has learned what works and what doesn’t.
testimonial & partners
What our clients say?
Yvonne Klasik Prairie Management & Development, Inc. Chicago, IL
We’ve engaged The Jacobs Group in 2011 when converting from another accounting system to Yardi Voyager. Chris had an in depth understanding of the software and guided us every step of the way from the basics to the intricacies and dependencies. His team was very knowledgeable and helped with both market and affordable property conversions. The setup and property roll-out was fast and reliable. We’ll be happy to work with The Jacobs Group again if the need ever arises.
Andrew FentonVP Operations Wynford Vancouver, BC Canada
“Chris Jacobs has been an invaluable resource for us at The Wynford Group. His past experience as a property manager and relevant field knowledge paired with his understanding of the Yardi system provide clients like us with a unique opportunity to truly partner with someone who understand what we need and knows how to achieve results. In technology you are often faced with the challenge of communicating a business process need that a developer does not understand… with Chris and The Jacobs Group they are masters at translating the business need into the technology development required. Through working with Chris and The Jacobs Group our Yardi processes have become more efficient and the development is done much quicker than dealing directly with Yardi.”
Daisy NguyenDomininum Management (Client)
Top qualities: Great Results, Personable, Expert “Working with The Jacobs Group has been a pleasure. Chris and his team have diligently provided me with a high level of support on numerous projects. He has always delivered results, on time, as promised, while listening and adapting to my changing needs.”
Liz SnyderController, Atlantic Housing Foundation (Client)
“We found The Jacobs Group very responsive and helpful in planning the implementation and subsequently being available for troubleshooting issues that arose. TJG has been very responsive to our needs as projects and issues arise and their knowledge and expertise is a valuable resource for us and we continue to utilize their expertise on Yardi for both residential and affordable issues.”
Deedra BurroughsCFO, American Apartment Management (AAMCI) (Client)
“The Jacobs Group was very professional and assisted us with our project in an efficient and organized manner. The Jacobs Group has knowledge of the details within Yardi Voyager that have been very valuable to our team, both in implementation and in our current custom reporting needs.”
Brenda BartonVP Accounting, Manco Abbott, Inc. (Client)
Top Qualities: Great Results, Expert, High Integrity “Our relationship relates to our company as 3rd party fee managers & running Yardi Voyager as our specific primary industry sortware. The Jacobs Group has responded to any request we made or needed in a timely manner & they have a complete understanding of our corporate needs. I highly recommend them (and have done so) as a consultant firm that can get the job done.”
Diana MillaBuckingham Property Management (Client)
“Chris Jacobs and his employees have been a professional key resource to us and we intend to continue our business relationship for our support needs and value their ability to work as a liaison and trainer between our personnel and Yardi.”
Ryan AhlfMBA, Pacific Medical Buildings, Inc.(Client)
Top qualities: Great Results, Personable, On Time “Chris and The Jacobs Group were a fantastic find for us while doing a conversion from MAS 90 to Yardi. They worked very diligently to get our system up and running by our required deadline. They also were there to give us as much support as required once we were up and running. I would pick The Jacobs Group again if I were to go through another conversion. I will also continue to draw on their expertise as the occasion arises.”
Robert ConnellController, Community Corp. of Santa Monica (Client)
“The Jacobs Group have always handled our Yardi issues professionally and responded quickly to our questions and inquiries.”
Terry M. SeatonCOS, TRACS Data Analyst, Minnesota Housing
"I am glad to give a reference for the Jacobs Group. JG worked with us on a number of situations involving many properties. JG assisted the owner/agent with changing their software from Real Page to Yardi. The owner agent’s site employees struggled at first to use the Yardi software to produce TRACS files and their associated certifications, move ins, move outs, annual and interim recertifications, etc., and JG helped train them to do their work correctly as well as fixing problems they had in producing their monthly vouchers and transmitting the files through iMAX for our Agency and ultimately for HUD. The client is doing well now and I believe that JG was very helpful to them in that regard. I always found JG to be very professional, friendly, knowledgeable and ready to help and it has been a pleasure to work with them! Additionally, I heard positive references for JG from my co-worker, who works with owner/agents for another company in Rochester, MN and various other locations throughout our state."
Brian HaackContoller, Titan Ventures Inc. (Client)
The Jacobs Group helped us convert our Section 8 properties to Yardi Voyager. "We hired The Jacobs group because of the complexity of migrating from HUD Manager on the compliance side and Yardi Professional on the accounting side to one system. The Jacobs Group took the time to understand our current operating procedures. Through the use of this knowledge, they helped us enhance our internal control processes, leveraging the features of Yardi Voyager. We completed our conversion project on schedule and are very pleased with the results."
Meaghan WilliamsCornerstone Group (Client)
Top qualities: Personable, Expert, High Integrity “Working with Chris is always a pleasure. On several occasions, Chris has been able to deliver high-quality projects quickly. He's a wonderful trainer and an asset to any team.” “I've worked personally with Chris on many different levels while using Yardi Systems and his work is unparalleled. He is extremely knowledgeable and I look forward to working with him on future projects.”
Julie Oswald (Client)
Top qualities: Great Results, Expert, On Time “My experience draws from the client perspective. Our conversion was 120 properties and implemented faster than any other of its size. I am very grateful for Chris and the Jacobs Group team expertise. They provided solutions to the questions and issues that arose during our converison. The team assigned to the conversion was professional, innovative, prompt and fun to work with. The Jacobs Group organization and team work helped me to be successful in management of overall project conversion, providing a win-win for all involved in the project. Thank you, Chris and Team!”
Project Manager, Deloitte Consulting “I worked with Chris during his time as an implementer for Yardi Systems. Chris's excellent product knowledge was instrumental in the successful implementation of Yardi's product at a mutual client of ours. I highly recommend Chris's services as a real estate techonology consultant.”
Director of Development, KPR advisors “Chris is one of the best! He knows his stuff, is personable and fun to work with and communicates project deliverables with the kind of honestly and specificity that means you always know where you stand. I highly recommend Chris as a skilled consultant and can guarantee you that you will be happy with any results you ask him and his team to produce.”
John DesautelsPresident, Smart Business Solutions
"Chris is a well known and highly regarded Yardi consultant. He pays attention to the details in his work and client relationships. Chris strives for excellence. “Good enough” is not good enough for Chris!"
Debra HerreraTech Support, Datawatch
Tech Support, Datawatch “Mr. Jacobs’ 20 years of experience in property management, software accounting implementations and as a business entrepreneur places him in the unique position to provide property management executives who have selected the Yardi property management program for their accounting solution, the ability to use Yardi to the highest level in effectiveness and efficiency. Mr. Jacobs’ extensive knowledge of Property Management Accounting specifically addresses accounting best practices and rules and regulations critical to the successful management of conventional / market properties, construction/development projects, condo associations, affordable housing, and commercial holdings. Mr. Jacobs can provide a action plan to those executives newly transitioning to Yardi as well as those property management companies who continue to grow their holdings and require the tools to address the details of incorporating those properties into Yardi efficiently and effectively. These integrated strategies of processes, procedures and tools enhance individual employee performance allowing companies to further develop their profit productivity and performance level. Mr. Jacobs has successfully bridged the art and science of people, profits, and software in the property management industry.”
Don SeymourImplementation Specialist
“Chris Jacobs is a Professional with extensive knowledge and vast experience, especially with Real Estate Property Management and the Affordable Housing market. Chris has proven again and again to be a great Project Manager, and putting together his own Consulting Firm speaks for itself. I highly recommend Chris, and I will always enjoy working with him and his wonderful and positive personality.”
Julie Lindman KoonceYardi Client
“Chris has always provided my clients with outstanding consulting services and goes above and beyond the call of duty - always!”
Joel BishopProgramming Manager The Jacobs Group (Prior JG Employee)
"At The Jacobs Group, I worked closely with Chris Jacobs while managing the development team there. Although Chris resided in California and I in Massachusetts, I found Chris to be easy to work and communicate with both over the phone and via email. Chris always made himself available to me when I needed him and he was always happy to help. Yet, what is most memorable about Chris is his dedication to his customers. As he did with me, Chris would always take time to talk to and help customers no matter how busy he was. Working with Chris Jacobs for nearly a year, I could tell that Chris enjoyed working with his employees in the relaxed atmosphere he created. Chris is not the kind of CEO that expects his employees to live at work. Chris values hard work, but respects that work is only part of a person's life. Had Chris Jacobs not made the decision to relocate The Jacobs Group to California, I would certainly still be working with him.
Elaine WallaceSystems / Senior Manager, The Wynford Group (Client)
“During our conversion, The Jacobs Group was invaluable and we recognized the benefits they could bring to our group... benefits from their clear understanding of property management in Canada and their extensive knowledge of Yardi. The Jacobs Group also helped us ensure we were taking advantage of all the various features within Yardi which helped streamline our own systems. All our employees benefited from their training and we have continued to implement their recommendations”
Alan Tzvika NisselPrincipal, Wilshire Skyline
The Jacobs Group has been there with us from the beginning of our transition from QuickBooks to Yardi and ever since then every step of the way. Given its sheer power and complexity, managing the Yardi property management system can be challenging and even frustrating at times. Having the Jacobs Group at our side has been critical to our successful incorporation of Yardi as our property management system of choice.