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.