Case Study

Real Estate Integration

Shorestein logo

Shorenstein is a fully integrated real estate investment company, bringing entrepreneurial vision to office and mixed-use properties across dynamic markets in the United States. The company sought to streamline its operations and finance activities by migrating data from multiple legacy systems to the Yardi Voyager application, a comprehensive real estate management platform. Data Template collaborated with Shorenstein to migrate data, implement custom reports, and ensure smooth integration with the new system. Additionally, we focused on ensuring the retirement of legacy systems to reduce maintenance costs, all while improving reporting capabilities for day-to-day operations.

Vision

Streamlining Real Estate Investment Management through Yardi Voyager Implementation. Migrate Data from Legacy Systems: Transition all data from existing legacy systems to the new Yardi Voyager platform. Build Custom Reports: Implement new and modify existing reports to support real-time decision-making and improve operational efficiency. Retire Legacy Applications: Reduce maintenance costs by phasing out outdated systems. Improve Data Accessibility and Reporting: Ensure that real-time, accurate reports are available to support day-to-day activities and top management.

The challenge

The organization needed to migrate data from multiple legacy sources—including IBM Mainframe, Excel files, and SQL Server—to Yardi Voyager while minimizing business disruption. They also required custom reports, reliable system integration, and a rigorous testing strategy to ensure data accuracy and retire costly legacy applications.

The solution

A comprehensive Yardi Voyager implementation was delivered with automated SSIS-based data migration, custom operational and management reports, and extensive testing across all modules. The solution enabled seamless legacy system retirement, improved data accessibility, and provided real-time insights to support faster and more informed decision-making.

What we did

Legacy Data Migration

Legacy Data Migration

Migrated data from IBM Mainframe, Excel files, and SQL Server to Yardi Voyager with minimal business disruption. sss

Custom Reporting Solutions

Custom Reporting Solutions

Designed and enhanced operational and executive reports to provide real-time insights and support decision-making. sss

Yardi Voyager Integration

Yardi Voyager Integration

Integrated business data and processes into Yardi Voyager to improve accessibility, consistency, and efficiency. sss

Legacy System Retirement

Legacy System Retirement

Phased out outdated applications to reduce maintenance costs and streamline operations on a modern platform. sss

Interactive digital experience

Key Features

Data Migration

Migrated legacy data to Yardi Voyager using SSIS ETL processes.

Custom Report Implementation

Built tailored reports for operational and management insights.

Cost Reduction

Reduced maintenance costs by replacing legacy systems.

Testing and QA

Ensured system reliability through comprehensive testing and QA.

The
Impact

1

Seamless Data Migration

Migrated legacy data to Yardi Voyager with minimal disruption and full data integrity.

2

Improved Reporting

Delivered custom reports that enabled faster and more informed decisions.

3

Cost Reduction

Reduced operational expenses by retiring outdated legacy applications.

4

Optimized Testing

Ensured reliable deployment through comprehensive testing and quality assurance.

5

Modernized Operations

Established a streamlined platform supporting future growth and investments.