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Commercial real estate organisations are accumulating an ever-growing volume of documents – leases, rent histories, compliance records, property files and more. Managing that information efficiently is one of the most persistent operational challenges for property owners and managers. When documents end up in the wrong system, duplicated across platforms or locked in folder structures only one team understands, the cost is real: time lost searching, version conflicts, inconsistent access and decisions based on outdated information.
The good news is that the most effective approach doesn’t require reinventing the wheel. The most attractive solution pairs a real estate-focused system with a familiar, established partner, thus enabling teams to leverage the capabilities each provider brings to the table.
Document management that works with your existing tools
Yardi Document Management for SharePoint is built on that principle. Rather than asking property teams to learn an entirely new system, it stores and manages Yardi Voyager documents within Microsoft SharePoint – a platform most organisations already use through Microsoft 365.
When a document is attached in Voyager, it’s stored in SharePoint rather than a proprietary system. That means operational teams get consistent document access across properties, entities and regions, while also benefiting from everything SharePoint brings to the table, such as search, sharing, co-authoring and mobile access. In addition, permissions replicate directly from Voyager, so access stays accurate as roles and assignments change – without requiring manual updates in a separate system.
Furthermore, the solution automatically builds and maintains the folder structure that mirrors your Voyager setup, removing what has historically been the biggest obstacle for organisations wanting to use a third-party tool for document sharing. Leases, certificates of insurance, work-order records and other property documents land exactly where they should, with the right people able to find them – whether they’re in the office or on the road.
Key capabilities include:
- Seamless Yardi integration – consistent document management across all Yardi modules, with automated sync and auto-tagging
- Comprehensive document storage – organise all document types including property, tenant, vendor and job records, accessible from any device
- Enterprise search functionality – intuitive search with OCR capabilities; tags for properties, units, tenants and leases from Voyager available in real-time
- Advanced content management – versioning, eSignature, workflows, eDiscovery, external sharing, archiving and retention policies
- Secure access – Yardi security integration for custom setup and complete protection of sensitive information
From documents to intelligence: the role of Yardi Data Connect
Solving the document dilemma is only part of the picture. Commercial real estate organisations are sitting on vast amounts of data, from properties and leases to occupancy and rent growth. However, having data and being able to act on it are two different things.
You can achieve those objectives only when you move data from multiple sources into a format business intelligence tools can use. That’s the problem Yardi Data Connect helps solve.
Data Connect creates a secure, governed connection between Yardi Voyager and Microsoft Power BI. It enables analysts and business users to build dashboards and reports without manual CSV exports or custom data pipelines. Also, because the source data is structured and modelled within Yardi, every visualisation reflects the current truth of the portfolio. Finance, leasing and asset management teams can self-serve the KPIs they need and drill into detail, while IT maintains a single, consistent data foundation.
In addition, Yardi also provides a starter pack to help organisations hit the ground running, with a recommended set of data pipelines, reports and visualisations ready to use from day one. From there, teams can build their own pipelines to pull in any additional information they need.
Once data flows into Power BI, organisations can start leveraging next-generation tools, from machine learning models that forecast tenant lease default or expansion likelihood to AI-driven workflows that surface patterns across large portfolios. Data Connect is the foundation that makes those capabilities possible: without good, governed data, the models are far less powerful.
“If you think of Yardi Data Connect as a bridge, you can use any of these things with your Yardi data in a way that’s far easier to use than it ever was.”
Justin Segal, President, Boxer Property
A connected approach to managing information
Together, Document Management for SharePoint and Data Connect address both sides of the document and data challenge commercial real estate organisations face. Documents are centralised, governed and accessible, and data is structured, current and ready for analysis. Each solution does what it does best, and they work even better when they’re part of the same connected platform.
For organisations already using Microsoft 365 and Voyager, the path to better document management and smarter data insights doesn’t have to be complicated. The tools are designed to work with what you already have and grow with you as your needs evolve.
See how Document Management for SharePoint and Data Connect can work for your organisation.
Want to learn more? Read our white paper on resolving the document and data dilemma.
