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CLIENT SUCCESS STORY
Walton Communities
Walton Communities is a privately held company based in Marietta, Georgia. They develop, own and manage apartment communities throughout Georgia.
Integration with our financial data in Forecast IQ gives us confidence in our numbers and improves accuracy. It’s far beyond what we could have achieved manually or in Excel.
Jennifer Price
Director of Systems, Walton Communities
Forecast IQ cut our budgeting timeline in half — from five months to just two and a half.
Jennifer Price
Director of Systems, Walton Communities
Products featured
The benefits
Faster budgets and smarter decisions
Walton Communities uses Forecast IQ to simplify and accelerate its budgeting and forecasting process. The solution delivers real-time financial insights, eliminates manual spreadsheets and improves accuracy across the portfolio. With streamlined workflows and integrated Yardi data, Walton Communities can complete budgets faster, respond to market changes quickly and make confident, data-driven decisions.
The company
Walton Communities is a leading apartment development and management company. Headquartered in Atlanta, Georgia, the company is dedicated to creating exceptional living environments rooted in service, value and community well-being across 6,700 apartments. Since 1989, Walton Communities has developed and managed communities throughout Georgia.
The challenge
Complex spreadsheets
Before Forecast IQ, Walton Communities relied on complex spreadsheets for budgeting. The process was time-consuming, error-prone and required extensive coordination among multiple stakeholders. Budget season stretched from September through February, slowing decision-making and leaving little flexibility to adapt to changing conditions. Walton needed a solution that was user-friendly, accurate and integrated with their existing Yardi platform.
The solution
A powerful platform already integrated with their data
Walton Communities adopted Forecast IQ in 2019 to transform its budgeting and forecasting process. The software’s seamless integration with Yardi Voyager provided real-time financial data and historical performance metrics, enabling more accurate and dynamic budgeting. Its intuitive interface made training easy for property managers and regional directors, while automated workflows streamlined approvals and reduced administrative burden. The implementation was smooth, efficient and tailored to Walton’s unique needs.
The story
Dramatic reduction in budget cycles and manual errors
The impact of Forecast IQ was immediate. Walton reduced its budgeting timeline from five months to just two and a half, starting in mid-November and completing budgets by early January. Automation eliminated manual errors and improved accuracy, while built-in approval workflows simplified collaboration among managers, directors and executives. When the pandemic disrupted operations in 2020, Walton leveraged Forecast IQ to quickly reforecast budgets. Today, Walton enjoys enhanced efficiency, accuracy and agility, allowing the team to focus on strategic initiatives and resident experience rather than administrative tasks.