Ask any controller and they’ll tell you the scariest part of changing software is data migration. Yardi Consulting Experts mitigate risk through a proven five-step protocol. Step one: run a detailed data audit to identify duplicates, obsolete vendors, and inconsistent chart-of-accounts structures. Step two: normalize the data in staging tables, enforcing naming conventions so GL roll-ups reconcile cleanly. Step three: execute test migrations in a sandbox, validating key reports—rent rolls, payables aging, owner statements—against the legacy system. Step four: obtain sign-offs from business stakeholders, not just IT. Step five: schedule the final cut-over on a low-transaction weekend and keep both systems live in read-only mode for at least 30 days. Because they’ve done this hundreds of times, Yardi Consulting Experts can adapt scripts quickly when unexpected fields appear, and they maintain a library of validation queries that catch orphaned records before they wreak havoc. The result? Clean, trustworthy data on day one, fewer audit adjustments, and a finance team that sleeps at night.
-
Categories
-
Platforms
-
Content
