Powerful Yardi Property Management Software
Enjoying a successful Yardi project requires proper planning as well as ongoing project management. The Jacobs Group helps you get the most out of your Yardi property management software by utilizing an online project management system called Autotask, which our clients can also access. At any time, Yardi clients are able to login to this system and enter support tickets, check the project plan, or run a variety of informative reports.
When you work with our Yardi consulting firm, we begin each new project by having an on-site or remote kickoff meeting. This initial consultation allows us to better understand your company, its property portfolio, your expectations, and your timelines. From this meeting, our consultants are then able to prepare the project plan for you and upload it to our Autotask system.
Continued Project Management and Consulting Support
Getting the most from your Yardi system isn’t a one and done thing. That is why we provide weekly status meetings with a Yardi account manager to ensure that we are on the right track towards delivering results on your project and budget at all times.
We prepare an agenda sent before the meeting and after the meeting, and use it to create weekly project status reports as well as a weekly to-do list. This enables clients, our company, and Yardi to know what is expected to be completed the following week.
Furthermore, 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. Our Yardi consulting company also works with clients to draft the conversion/implementation/go-live timeline and coordinate any data conversion, which may be required. Contact us to take advantage of our project management services today.