Document Management Oct25

Document Management

Longtime Yardi client Gary Shaw, president of Arizona-based commercial property manager Arcadia Management Group Inc., is a fan of doing business with a single connected solution. “Going with the single stack approach was a no-brainer,” he says, referring to Arcadia Management’s use of Yardi Voyager, Yardi Procure to Pay, Yardi Inspection and other products from the Yardi Commercial Suite. “It’s so much more efficient housing several business operations in one place rather than updating software in separate databases for finance, maintenance and other operations.” Although highly successful as a third-party management company, “we are constantly looking for ways to improve our business processes,” Shaw says, which is why Arcadia Management Group frequently volunteers as a beta tester for new Yardi products. Too Many Databases An unresolved dilemma recently gave Arcadia Management a chance to go first again. The company kept some documents, such as invoices processed through Yardi Procure to Pay in the Yardi cloud. Other content, such as vendor management activities uploaded from VENDORCafé and various lease and property documents, were kept in Microsoft SharePoint. “Maintaining security on multiple systems was hard on our users. I didn’t want to continue running multiple databases. That produces duplicate effort as well as inconsistent security permissions,” Shaw says. “I wanted our document management functionality to become completely integrated with our business the way our other Yardi products were. “When Yardi approached me with a new solution that linked Voyager with SharePoint, it patched a huge hole in our document management system.” Centralized Content Management That solution is Yardi Document Management for SharePoint, which integrates Yardi Voyager business data with the Microsoft SharePoint platform to create a single, centralized content management solution. Arcadia Management Group became the first beta user in May 2017. “Going between Voyager and...

Orion Arrives! Mar16

Orion Arrives!

The much-anticipated arrival of Yardi System’s latest platform, Yardi Orion for SharePoint, was announced Thursday, March 15 to great excitement both company and industry wide. You can read all the details about the release and Orion’s fantastic business intelligence capabilities on yardi.com, but here are a few of the highlights about this new software as a service and what it can do for you: -Offers a great solution for business intelligence. Rather than contracting to an outside vendor for an over-reaching data warehousing project, clients using Yardi Orion can maximize the potential of their existing data resources via Orion’s use of data warehousing and easy extraction of the data via SharePoint. Read more about the data extraction in our recent Balance Sheet article. -Makes SharePoint a more effective tool for real estate enterprise. It’s been around for over 10 years, but Microsoft’s SharePoint platform gains great functionality as a business enterprise platform through Orion. Important security features and industry-specific applications are among Orion’s many exceptional offerings. -Customized access for all kinds of users. Your business has so many vested participants – from entry-level employees to upper level management, from tenants to vendors to prospects to managers. All need access to different sections of vital information. Orion will allow customized portal access to the right pieces of data for the appropriate user. Let’s open it up for discussion. Are you excited about the release of Yardi Orion? What business solutions will it help you...