For your process
Connecting the dots across your Yardi ecosystem
According to the global market intelligence firm International Data Corporation (IDC), between 20-30% of revenue is lost due to inefficiencies. Whether it’s because of manual processes or lack of integration between siloed systems, this can be a significant drag on your business, productivity, and even organizational morale. And as teams become increasingly distributed, your company’s process may require a deep review and audit.
The Gelbgroup way starts with designing and configuring your Yardi environment by understanding your unique business requirements. We’ve also developed solutions that target notorious process pain points. Often, it’s the seemingly small process improvements that pay huge dividends.
Advisory
Gelbgroup advises leaders and decision makers based on tried-and-true frameworks for tackling digital transformation and digital improvement. This is no longer optional in modern real estate and property management.
Implementation
Gelbgroup has conducted hundreds of “net new” Yardi implementations and each of them started with a rigorous Discovery and Scoping phase. We embed our team with yours to understand your stakeholders and their reporting requirements. We seek to have a thorough and holistic understanding of your business objectives to mold Yardi to your workflow and people, not the other way around. Gelbgroup’s implementation methodology has been refined over three decades. And the Gelbgroup team assembled and assigned to you will have the necessary and diverse set of skills and knowledge.
Support Services
Gelbgroup offers a range of support services including Training Services, Day-to-Day Helpdesk Management, Software Diagnostic Analysis, Best Practices Review and Process Automation Opportunities.
As an extension of your team, we partner with you to provide flexible options that allow you to scale your business. In today’s environment, policies, procedures and processes are often complex and can frequently change, therefore, we invest in learning your systems and your business, recognizing your unique needs, and providing tailored services, support, and pricing.
Custom Development
Because of rapid changes in technology, new interfaces may be needed between best-of-breed platforms and legacy systems. For clients who have chronic issues that break their process, Gelbgroup provides custom development services to surgically solve these pain points.
By definition, workarounds are short term, band aid solutions. If you’re looking for a long term solution to end manual processes that open the door to errors and inefficiencies, our development team is here to help.
Aspire Custom Courses and On-Going Administration
We support Yardi clients whose chosen learning management system (LMS) is Aspire but do not have the internal resources to implement or manage the system and assist each member of your organization to fulfill required training.
According to Harvard Business Review, developing employees’ strengths can boost sales, profits and engagement — an increase of as much as 29% in profit and 10% in productivity. As your Yardi “strength training” partner, Gelbgroup will be developing custom courses for human resource (HR) compliance, real estate relevant soft skills and for Yardi upskilling.
Business Process Review
Sometimes it’s helpful to look at our business with a neutral lens from the outside. Gelbgroup provides clients with regular Business Process and Best Practice Review Workshops.
For instance, if your team is confounded by lack of progress and improvement in how month-end or quarterly closings happen, we will support you in identifying potential root causes. We will use not just our Yardi whispering skills, but our real estate and property management experience to help you remove friction in your business processes.
Business Intelligence and Data Warehouse Design and Management
Gelbgroup’s Business Intelligence Consulting Services will expertly guide you in custom data warehouses, SharePoint management and Yardi’s Orion offering. The Business Intelligence Consulting Service supports your business from start to finish and offers on-going support.
Bank Reconciliation Helper
If your bank can provide a file with all of your daily transactions, this module can automatically clear the checks, deposits, miscellaneous adjustments and help reconcile your cash account.
Positive Pay
Many banks offer a service that allows you to provide a file to them after every check run. This file tells the bank which checks you have written. If a check is presented for payment that is not on the list or the dollar amount is different, the bank knows that item might be fraudulent.
Yardi Data Connect – Customized Dataflows
This brand-new addition to your Yardi toolkit brings unmatched insights and analysis. Gelbgroup will customize the flow of your data to harness the magic of Power BI within your Yardi environment. Joining disparate data sources is just the beginning for delivering the insights you need in real time. With so much data at our fingertips, every modern organization is called to be data driven in its decision making. Gelbgroup will help you rise to that challenge with Yardi Data Connect.
Commercial Lease Commissions
Getting compensation right for your people and partners is important for maintaining a competitive edge. This extension enables the creation of templates for frequently used leasing commission calculations, brokers and brokerage houses, and commission payables and schedules.
Residential Lease Commissions
This extension enables the automatic calculation of leasing agents’ commissions. Resulting calculations can be pushed into a payable batch or an extract in a format compatible with your payroll/HRIS system.
Yardi Administration Toolkit
A set of fantastic time-saving features to enhance your experience with Yardi’s suite of products. Some of the features include vendor merge function, copy residential agents, residential copy results and reasons, copy residential make ready templates, copy unit addresses, property control report, ability to make vendors inactive based on last activity date, update transaction notes, user lockout feature, update prospect agent, copy side menu and title menu, and many more.
Wells Fargo Payment Manager
The Payment Manager Module creates a file that will be delivered to the bank so that they generate payments via check, EFT or credit card. The module supports check, EFT and credit card payment types for vendors, tenants and owners.
Bank of America Paymode
The Paymode Module creates a file that will be delivered to the bank so that the bank can print and deliver checks and pay payees via ACH. The module supports check and ACH payment types for vendors, tenants and owners.
The Paymode Module also includes the ability to pay via credit card payments (ePayables) for Bank of America accounts.
JP Morgan Payment Processing
Integrate Yardi Property Management Software and J.P. Morgan with Gelbgroup Consulting’s custom plug-in. J.P. Morgan’s best-in-class customer service, scale and innovation combined with Gelbgroup’s custom Yardi plug-in can save you time and money.
Currency Exchange Rate Automator
Currency Exchange Rate Automator is a custom module that downloads exchange rates from the Online Trading and FX for Business website, OANDA.com and automatically maintains the currency exchange rates in Yardi.
Business Intelligence Consulting Services
Gelbgroup’s Business Intelligence Consulting Services will expertly guide you in custom data warehouses, SharePoint management and Yardi’s Orion offering. The Business Intelligence Consulting Service supports your business from start to finish and offers on-going support.
Yardi Procore Connector
Yardi Connector synchronizes construction management data between Procore® and Yardi. Reduce double-entry by providing an automated one-click sync for new vendors, projects, commitments, and more.
Utilize Procore®’s project management tools to efficiently export commitments and change orders to Yardi for accounting purposes.
Custom Account Tree Builder
Standard account trees are based on the system chart of accounts, which are not editable. What if you could set up custom account trees and automatically add newly created accounts to all custom account trees? Now you can. We’ve designed Custom Account Tree builder, so you can set up custom account trees and let the system manage them according to your configuration.
Standard account trees are based on the system chart of accounts, which are not editable. What if you could set up custom account trees and automatically add newly created accounts to all custom account trees? Now you can. We’ve designed Custom Account Tree builder, so you can set up custom account trees and let the system manage them according to your configuration.
Balance Sheet Reconciliation Workbook
The Balance Sheet Reconciliation Workbook creates a fully contained Excel workbook designed to tie out and document all balance sheet accounts with the push of a button.
