![]() ![]() “If you have any kind of documentation, it’s good to get that,” Stuesser said. That way, we can be as prepared as possible before we jump in.”Īs part of the initial research necessary for an effective Yardi business process review, our consultants request documentation that describes existing internal procedures. We want to know as much background information as we can about their business. “We read whatever we can find about the company, we pour over the website, we research the people we’re going to be talking to. How does the process begin?įirst things first, our consultants learn everything they can about a new client so they will start the reviewing process well-informed. “It’s our way of better understanding their business and how they do things so we can more easily streamline processes and translate things to Yardi,” Stuesser said. Yardi Senior Manager Anne Escobedo and Yardi Consultant Meagan Stuesser have helped countless Saxony clients transition into better usage of their Yardi tools. ![]() The term “business process review” encompasses the steps our consultants will take to better understand your business and make recommendations. Here’s everything you need to know about how we conduct a Yardi business process review. ![]() Fortunately, our independent Yardi consultants at Saxony Partners can help your team fully integrate with Yardi software and improve your overall efficiency. Are the internal processes at your business aligned with Yardi’s best practices? Are you sure?įor many real estate companies, it can be a challenge to merge existing business processes with Yardi systems. ![]()
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