From first implementation to everyday optimization, our Yardi consultants know the platform — and the real estate processes behind it.
Yardi Service Catalog
17 Yardi services. One connected lifecycle.
From your first health check to AI-driven decisions — engage us for a single service or the full journey. Open any service to see what we do, what you receive and how it runs.
17
Consulting services
5
Lifecycle stages
1
Connected framework
From Yardi data to decisions
01
Yardi & sources
Leases, units, AR, GL, CRM, footfall
02
Data quality
Scan, cleanse, validate, reconcile
03
Microsoft Fabric
Curated, governed business views
04
Semantic model
One KPI definition, used everywhere
05
Dashboards & AI
Power BI, mobile and the AI assistant
01
Assess
Health check, gaps, data quality and property operations.
01 Yardi Health Check & Optimization
Find what is slowing the system — then build the improvement roadmap.
An independent review of the Yardi setup, processes, configuration, controls and usage to identify optimization opportunities.
What we do
- Review configuration, workflows, security, reporting, customizations and module utilization.
- Identify manual workarounds, duplicate processes and unused capabilities.
- Assess control weaknesses and their impact on reporting and operations.
- Prioritize improvements by value, effort and risk.
Typical deliverables
- Health-check assessment
- Issue & opportunity register
- Prioritized recommendations
- Optimization roadmap
In practice
- Identify a manual leasing approval process that can be standardized through workflow.
- Review custom reports and decide whether to simplify, optimize or replace them with a governed BI report.
How it runs
- Discover
- Review
- Prioritize
- Roadmap
02 Gap Analysis & Process Transformation
Compare current operations with proven real estate practices.
Assess current-state processes and identify gaps against leading real estate operating practices, system capabilities and control requirements.
What we do
- Current-state process mapping and stakeholder workshops.
- Identify process gaps, bottlenecks, duplicate activities and control weaknesses.
- Design future-state processes aligned with Yardi capabilities.
- Translate recommendations into a practical transformation roadmap.
Typical deliverables
- Current vs. future-state process maps
- Gap assessment
- Root-cause analysis
- Transformation roadmap
In practice
- Leasing information is captured in spreadsheets after being entered into Yardi — we find the root cause and redesign the process so Yardi becomes the single source.
How it runs
- Map as-is
- Find gaps
- Design to-be
- Plan change
03 Data Quality Scanning & Assessment
Detect data problems before they become reporting or financial problems.
Systematic scanning of Yardi data to identify duplication, inconsistency, missing information and broken relationships that affect reporting, ledgers and operations.
What we do
- Duplicate customer and vendor detection using CR, VAT, IBAN, name, mobile and email.
- Duplicate property, unit, lease and contract detection.
- Master data: missing or invalid GL accounts, charge codes, property attributes and bank details.
- Vendor data: missing tax or bank details, inactive vendors with open balances, inconsistent payment terms.
- POs not receipted: aged open POs and the accrual exposure they create, by property.
- Impact assessment on ledgers, payables, accruals, collections and analytics.
Typical deliverables
- Data quality scan
- Exception list
- Duplicate / matching rules
- Master-data gap register
- Vendor master review
- Unreceipted PO & accrual report
- Impact assessment
In practice
- Two customer records share the same CR or VAT number, splitting transactions across ledgers.
- One vendor exists under two names with the same IBAN, risking duplicate payments.
- Services delivered but POs never receipted, so month-end accruals are understated.
How it runs
- Profile data
- Run rules
- Score quality
- Report impact
04 Property Management Consulting
Run every property on clear processes, controls and KPIs.
Advisory for property management operations — leasing, tenant services, billing, collections, procurement, maintenance and service charges — aligned with how Yardi supports them.
What we do
- Operating model: roles, responsibilities and the end-to-end property cycle.
- Lease-to-cash: commercial leasing, billing, collections and renewals.
- Residential sales & leasing: enquiry, reservation, sales contract, handover and renewal.
- Procure-to-pay: requisition, PO, approval, receipt, invoice match and payment.
- Maintenance & job costing: work orders, preventive maintenance and cost per job against budget.
- Service charges & KPIs: recovery, property KPIs and management reporting.
Typical deliverables
- Operating model & RACI
- End-to-end process maps
- Process playbooks (SOPs)
- Job costing model
- Property KPI framework
- Improvement roadmap
In practice
- Standardize renewals so notices, rent reviews and approvals follow one timeline across every property, tracked in Yardi.
- Each maintenance job is tracked against budget, so overruns show before invoices are approved.
How it runs
- Assess
- Design
- Embed in Yardi
- Measure
02
Clean
Readiness, cleansing, master data and controls.
05 Pre-Yardi Readiness: Data & PMO
Get the data and the plan right before Yardi goes live.
A pre-implementation program that cleans legacy data, prepares a controlled migration and sets up project governance before Yardi configuration starts.
What we do
- Legacy data inventory and quality scan before go-live.
- Cleansing and deduplication of tenants, units and leases.
- Source-to-target mapping and mock-load planning.
- PMO setup: charter, workplan, RAID log and steering cadence.
- Readiness review with clear go / no-go criteria.
Typical deliverables
- Data readiness report
- Load-ready clean datasets
- Mapping & migration plan
- Project charter & plan
- Go-live readiness checklist
In practice
- Clean duplicate tenants and reconcile open balances in the legacy system first, so the first Yardi mock migration loads clean data instead of carrying old errors forward.
How it runs
- Scan data
- Cleanse
- Mock-load
- Go / no-go
06 Data Cleaning & Master Data Management
Clean data. Standardize it. Make it trustworthy.
A structured service — not a one-time deletion exercise — that creates reliable master data for operations, reporting and future AI use cases.
What we do
- Customers & tenants: merge duplicates and fix CR, VAT, names, contacts and addresses.
- Vendors: merge duplicates, verify IBAN and tax details, deactivate dormant vendors.
- Properties & units: building, floor and unit hierarchy, areas and attributes.
- Leases & contracts: dates, rents, charge schedules, brands and expired leases.
- Finance data: GL accounts, charge codes and open receivable and payable balances.
- Archive & reconcile: archive inactive records and reconcile cleaned data across modules.
Typical deliverables
- Cleansing rules & data dictionary
- Clean master-data sets
- Duplicate resolution log
- Vendor & bank-detail validation
- Before / after quality report
- Reconciliation sign-off
In practice
- Merge two records for one customer and re-link its transactions, contacts and contracts.
- Treat “ABC Retail”, “ABC RETAIL” and “ABC-Retail” as one brand in analytics.
How it runs
- Define rules
- Cleanse
- Reconcile
- Sign off
07 Data Governance & Controls
Make data quality sustainable — not temporary.
Establish governance mechanisms that keep Yardi data accurate after the initial cleansing exercise.
What we do
- Ownership: named data owners and stewards for each master-data area.
- Entry controls: mandatory fields, CR / VAT duplicate checks and approvals at the point of entry.
- Reference data: one maintained list of names, codes and classifications.
- Monitoring: data-quality KPIs, exception reports and periodic reviews.
Typical deliverables
- Data governance framework
- Ownership matrix
- Entry & approval controls
- Reference-data standards
- Data-quality KPI dashboard
In practice
- Continuously monitor CR / VAT duplication instead of discovering it during annual reconciliation.
- Block a new vendor record when its IBAN or VAT number already exists in Yardi.
How it runs
- Assign owners
- Set rules
- Monitor
- Improve
03
Transform
Full Yardi adoption, migration, integration and automation.
08 Unlock the Yardi You Already Own
You’ve paid for it. Now switch it on.
Go-live is only the start. We switch on the modules and hidden features already in your license, so every part of your Yardi investment pays back.
What we do
- Find the gaps: see which licensed modules and features sit unused.
- Switch on modules: implement and roll out what you already pay for.
- Unlock hidden features: workflows, alerts and automation already in your license.
- Fine-tune workflows, security and user roles after go-live.
- Train users so every new module gets used.
Typical deliverables
- License utilization review
- Module enablement plan
- Feature activation log
- Updated configuration blueprint
- Adoption & stabilization report
In practice
- Modules paid for at signing but never launched, now live and in daily use.
- Approvals move out of spreadsheets and into built-in Yardi workflows and alerts.
How it runs
- Discover
- Enable
- Unlock
- Embed
09 Data Migration You Can Trust
We clean it, move it and prove it. You go live with confidence.
Moving to Yardi shouldn’t mean moving your problems with it. We clean your data, migrate it and reconcile every balance, so your first reports are right.
What we do
- Cleanse and deduplicate your data before it moves.
- A clear map: every legacy field gets its right place in Yardi.
- Every record moved: properties, units, customers, vendors and leases.
- Every balance carried over: opening balances, GL history, open AR and AP, deposits.
- Every number proven: balances and sub-ledgers reconciled to your old system.
Typical deliverables
- Migration strategy & mapping
- Cleansed, ETL-ready datasets
- Financial balance migration
- Mock migration results
- Reconciliation & sign-off pack
- Cutover plan
In practice
- Your trial balance, AR and AP aging and deposits match the old system before you sign off.
- Duplicate tenants and vendors are removed before migration, so they never reach Yardi.
How it runs
- Clean
- Move
- Prove
- Trust
10 Integration, Managed End to End
We design it, map it and drive it with Yardi until it’s live.
Yardi builds its own interfaces, so we sit on your side of the table. We design your solution, map every data flow and manage the work with Yardi until it is live.
What we do
- Target architecture across Yardi, BI, CRM, payments and portals.
- Map every flow: fields, data ownership and system boundaries, end to end.
- Clear requirements and specifications Yardi can build from.
- Track and coordinate Yardi and your vendors until it’s done.
- Validate every interface before it goes live.
Typical deliverables
- Solution architecture
- Integration & data-flow maps
- Yardi requirements pack
- Interface specifications
- Delivery tracker & status reports
- Test & sign-off results
In practice
- We map Yardi → Microsoft Fabric → Power BI → AI apps, then deliver it with Yardi.
- Your team gets one point of contact while we manage Yardi and every vendor.
How it runs
- Design
- Map
- Coordinate
- Go live
11 Yardi Customization & Development
Extend Yardi where the business requires more.
Design and manage controlled customizations, from leasing controls and validations to automated workflows, while keeping the platform maintainable and governed.
What we do
- Leasing controls: required fields, documents and approvals before a lease can go live.
- Validation rules: block rents, deposits or dates that break policy or the agreed offer.
- Automated workflows: route offers, renewals and terminations to the right approver.
- Alerts for expiries, renewals, missing documents and overdue tasks.
- Custom reports, tables, procedures, menus, roles and security.
Typical deliverables
- Functional specification
- Leasing control & validation rules
- Approval workflow design
- Alerts & notifications
- Custom development
- Testing & deployment
In practice
- A lease can’t be activated until the signed contract, deposit and CR copy are attached.
- Yardi sends reminders 90, 60 and 30 days before each lease expires.
How it runs
- Specify
- Design
- Build
- Deploy
04
Analyze
Excel and executive dashboards from any Yardi report.
12 Advanced Reporting & Dashboards
From thousands of Yardi rows to one screen you can act on.
Stop scrolling through exports. We turn any Yardi report into a live Excel dashboard that shows what’s owed, what’s late and what’s missing, in seconds.
What we do
- See it all at once: amounts owed, aging and KPIs.
- Spot problems first: red flags and data gaps.
- Built on your existing Yardi exports — no new system needed.
- Refresh in minutes by dropping in the next Yardi export.
Typical deliverables
- Collections dashboard
- Unit opening / fit-out dashboard
- Missing-data checks
- Refresh guide
In practice
- Know who owes what, and for how long, across every lease.
- Track every unit from fit-out to opening day.
How it runs
- Pick report
- Model
- Build
- Hand over
13 Real Estate BI Dashboards
From portfolio visibility to financial performance — one management view.
Executive and operational Power BI dashboards built around the decision areas that matter most to real estate organizations.
What we do
- Portfolio — properties, GLA, occupancy, NOI and portfolio KPIs.
- Leasing — leads, MOU value, signed MOUs, conversion and trends.
- Collections — invoiced, collected, collection rate and aging.
- Vacancy — vacant GLA, vacant units and strategic vacancies.
- Financial — P&L, revenue, EBITDA, margin and budget achievement.
Typical deliverables
- Executive dashboard
- Portfolio dashboard
- Leasing & vacancy dashboard
- Collections dashboard
- Footfall dashboard
- Financial / EBITDA dashboard
In practice
- An executive moves from portfolio occupancy to property-level vacancy, then links the issue to leasing performance and financial impact — in three clicks.
How it runs
- Workshop
- Data model
- Build & test
- Roll out
The PROP& dashboard suite
15 dashboards organized by who uses them — each built to answer one management question. A few of them:
Portfolio Overview
Where are we below target, and when does income roll off?
Collections Analytics
Are we collecting what we bill — and who should we call first?
Leasing & Vacancy Intelligence
How fast are leads turning into signed leases?
Financial Intelligence
What drives the move from gross rent to EBITDA?
Reporting enhancement
Custom reports and live dashboards from your Yardi data.
We improve the reports you already use and build the ones your team actually needs — from custom Yardi reports to live Excel dashboards, refreshed in minutes.
01
Report enhancement
Fix, speed up and simplify your existing Yardi reports, so the numbers are right and easy to read.
02
Custom report development
New reports designed around your processes: collections, leasing, rent roll, aging, owner and management packs.
03
Live Excel dashboards
Any Yardi report turned into an Excel dashboard that refreshes in minutes — no new system needed.
04
Built-in data checks
Missing-data and duplicate flags on every report, so problems show before decisions are made.
Excel Collections Dashboard
Any Yardi report as a live Excel dashboard, refreshed in minutes.
05
Intelligent
Microsoft Fabric and the PROP& IQ connection.
14 Fabric & AI-Ready Data Foundation
Prepare trusted Yardi data for analytics, AI and intelligent applications.
A governed data foundation in Microsoft Fabric with clean, structured, business-ready views consumed by Power BI and AI tools.
What we do
- Extract and prepare Yardi data for analytics.
- Apply data-quality checks and standardization before publication.
- Create curated business views in Microsoft Fabric.
- Model property, unit, customer, lease, revenue, collections and financials.
- Prepare datasets so AI tools work against trusted, defined data.
Typical deliverables
- Fabric-ready views
- Business data model
- Data dictionary
- Quality controls
- AI-ready data foundation
In practice
- Publish a governed tenant / lease view so an AI assistant can answer “Who is the tenant?”, “What is the latest rent?” and “Which units are vacant?” from controlled data.
How it runs
- Extract
- Validate
- Model
- Publish
15 Connect Yardi to PROP& IQ
Put your trusted Yardi data to work in PROP& IQ.
We connect the governed Fabric foundation to PROP& IQ, so your leaders get dashboards, answers and alerts from Yardi data — in Arabic and English.
What we do
- Map Yardi properties, units, leases and ledgers to PROP& IQ.
- Set up refresh schedules and data-quality checks.
- Apply role-based access so every user sees only their data.
- Train leaders and teams to use PROP& IQ day to day.
Typical deliverables
- Yardi → PROP& IQ connection
- Refresh & quality controls
- Access by role
- Team training
In practice
- Your Yardi collections, leasing and financials appear in PROP& IQ the week after go-live, refreshed every day.
How it runs
- Map
- Connect
- Validate
- Go live
06
Across the lifecycle
Delivery and support at every stage.
16 Project Management & Delivery
Control scope, time, risk and delivery from initiation to go-live.
Professional project management for Yardi, data, BI and real estate technology initiatives.
What we do
- Project charter, scope and delivery roadmap.
- PMO governance, milestones and status reporting.
- Resource, vendor, risk and issue management.
- Testing, UAT, change management and cutover.
- Stakeholder communication and executive reporting.
Typical deliverables
- Project plan
- Governance model
- RAID log
- Status reporting
- UAT & cutover plan
- Closure report
In practice
- Run a Yardi migration as a controlled program with workstreams for data cleansing, ETL, configuration, testing, reconciliation and go-live.
How it runs
- Initiate
- Plan
- Execute
- Close
17 Yardi Support & Managed Services
Keep the platform stable, supported and continuously improving.
Structured functional and application support focused on resolution, root cause and continuous improvement.
What we do
- Functional and application support.
- Incident, problem and enhancement management.
- Root-cause analysis and recurring-issue elimination.
- User support and system guidance.
- Continuous optimization and improvement backlog.
Typical deliverables
- Support model
- Issue register
- RCA reports
- Enhancement backlog
- Service reporting
In practice
- Recurring issues feed the improvement backlog, so the same ticket does not come back.
How it runs
- Log
- Resolve
- Root cause
- Improve
Engagements
Pick your starting point.
Six ready-made programs that combine services into one engagement.
01 · Clean
Clean Data Program
You have: Duplicates, gaps and balances nobody trusts.
You get: Clean master data, with controls that keep it clean.
Services 03 · 06 · 07
02 · Assess
Get Full Value
You have: Modules you pay for but don’t use.
You get: Every licensed feature switched on and adopted.
Services 01 · 02 · 08
03 · Transform
Controlled Operations
You have: Leases and payments going through without checks.
You get: Controls from lease to cash and from PO to payment.
Services 02 · 04 · 11
04 · Transform
Migration
You have: A move to Yardi, or a new system to connect.
You get: Proven balances and integrations we drive with Yardi.
Services 05 · 09 · 10 · 16
05 · Analyze
BI Dashboards
You have: Raw Excel exports and manual monthly reporting.
You get: Live portfolio, collections, leasing and EBITDA dashboards.
Services 12 · 13
06 · Ongoing
Support After Go-Live
You have: A live system but no one to call when issues come up.
You get: Ongoing support, fixes, user help and improvement.
Services 08 · 17