12 Oaks Senior Living creates trust through consistent data

Watch Elliott Westerman, CFO of 12 Oaks Senior Living, share how clear, connected data builds confidence, creating a single source of truth across communities and ownership.

12 Oaks Senior Living client success video

As a third-party manager, 12 Oaks Senior Living works with ownership groups that have different goals, expectations and levels of financial expertise. Keeping everyone aligned starts with having consistent, reliable information.

With the Yardi Senior Living Suite, 12 Oaks created a connected platform for reporting, communication and operational insight. When they share clear analyses with owners, everyone can understand the financial picture better and have more engaged conversations.

In this video interview, part of The heart of innovation series, Elliott Westerman, chief financial officer of 12 Oaks Senior Living, shares how connected systems help create clarity, improve communication and support better care delivery.

Watch the full video or read the highlights from the interview.

How 12 Oaks Senior Living builds confidence with clear data

For 12 Oaks, connected systems help teams and ownership groups speak a common language around operations and financial performance.

“Yardi helps us provide a consistent platform that we can report from,” Westerman said.

With consistent reporting and integrated systems, 12 Oaks can improve communication with owners, streamline workflows for staff and help operators access information more independently.

12 Oaks uses the Yardi Senior Living Suite to:

  • Create a single source of truth across ownership groups
  • Empower operators with real-time access to information and insights
  • Improve communication and alignment across teams and owners
  • Eliminate duplicate payments with automated workflows
  • Strengthening resident care through reliable data

The consistent data makes conversations easier when everyone is on the same page, especially with the variety of ownership groups.

“They’re more engaged with the data and the financial information, and then we can help refine and clarify their understanding of things,” Westerman said.

“A solid, known, consistent database of information”

Westerman and the 12 Oaks team provide alignment and peace of mind to the clients they work with.

“We do a lot of construction management as a means to help reposition properties for the clients that we have,” he said. “We come in and kind of try to save the day, so to speak, and help them get things back on track. Having a solid known consistent database of information is really how that works. And the Yardi platform helps us do that.”

That consistency also creates a stronger foundation for growth. As 12 Oaks brings on new communities and ownership groups, connected systems help establish expectations and create confidence from the beginning.

“Anytime you’re trying to grow as a company, it’s good to have consistency of information and systems,” Westerman said.

The heart of innovation: Senior living leaders on Yardi

Our video series includes interviews from our clients that showcase how technology supports the people at the center of senior living. See more blog posts in the series.

How can you lead confidently and compassionately through growth and complexity like 12 Oaks did? Learn more about our single connected solution for senior living.

To see other senior living leaders speak about the power of Yardi, explore our library of client testimonials


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AUTHOR

Amy Reinholds is a marketing writer at Yardi, covering senior living. She has written for newspapers, software companies and music magazines and is passionate about successful housing solutions. Amy writes about technology and industry trends and loves sharing stories of the people behind thriving communities.

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