Consulting
Optimize your software with our expert consultants, who seamlessly integrate into your team to guide you through a smooth implementation and any challenges that may lie ahead.
Implementations
At EFG, we excel in implementing and upgrading platforms for clients ranging from small businesses to multination corporations for nearly all vertical markets. We focus on smooth transition, seamless integration and enhanced business processes, all within today’s industry best practices.
EFG manages the project coordination and handles the complex tasks, freeing your staff to focus on their core responsibilities.
Our expert guidance and adherence to best practices ensure a smooth setup and higher success rates for your implementation.
Using a comprehensive approach, we optimize your database and configure the software to fit your specific business needs.
Step 2: Kickoff
Project Launch: Upon execution of our master services agreement, approval of the statement-of-work and receipt of the initial deposit, you will be assigned a Project Manager. Your Project Manager will coordinate a Kick-Off meeting with you to officially launch the project. As part of the Kick-Off meeting, the Project Manager will introduce to your project team, review the project outline and agree on deadlines and milestones.
Our team includes multiple affordable housing experts who are well-versed in a wide range of programs and regulations. Our team can ensure your database is properly configured for your specific affordable housing needs, helping you maintain compliance with ease.
If accounting issues arise within your property management software, our consultants collaborate directly with our in-house accounting team to identify and resolve the problem efficiently. By leveraging their combined expertise, we ensure that your financial data is accurate and your accounting processes are back on track swiftly.
Our commercial experts know how to convert your excel based Common Area Maintenance rules and calculations and set them up in your commercial property management database so that your CAM estimates are auto- calculated and billed, and your recoveries reconciliations are auto-generated directly out of your property management software.
Our team of experts can assist you with the preparation of your periodic financial reporting, owner reports and any other financial reporting you may require, including setting you up to use account trees so that you may report on different charts based on your owners or investores requirements. We can assist you in tranlating your financial policies and procedures so that your software may be property set up to enable them to be followed.
If you need to use your software for complex budgeting and forecasting, our consultants can expertsly assist you in setting up your software so that you may create budgets, predict future financial activity, and forecast valuations based on conditions that you can apply as needed.
Support
We believe in building long-term relationships with our clients. Support doesn’t end once the software is up and running—it’s an ongoing partnership. Once you’ve fully implemented your property management software, we ensure that you’re not left to navigate the complexities of your software platform alone.
Our consultants, accountants and Help Desk professionals will be available to guide you. They can help you to get full value from your software as your business evolves and challenges arise.
We follow a client-focused approach to support. From the moment you engage with us, we are committed to understanding your business practices, and we offer solutions that fit seamlessly into your daily operations. Whether you need immediate assistance or long-term guidance, you can easily submit a request for assistance using our Help Desk ticketing system, or contact any EFG team member directly anytime.
Whether it’s new best practices, optimizing your day-to-day operations, training new employees, reporting requirements, or accounting processes, we are here to help at every step.
- System and Financial Health Check: After you have been using the software for a while, we can analyze and inspect your data and assess your system setup. We detect data issues and GL issues, review your Chart of Accounts, identify opportunities for you to use new workflows and functionality, and perform an overall best practices assessment of the way you use your software.
- Training: Are you adding new products to your software stack? Hiring new employees? Need a refresher on specific processes within the software. Whenever you need training for your staff, EFG trainers can work with you to design tailored training courses based on your staff and business needs.
- Ongoing Support: Take advantage of our Help Desk service any you or your users need assistance on a specific issue or software process. Our dedicated support team is ready to assist, troubleshoot, and enhance your use of the software.
- Tailored Solutions: We understand that every property management business is unique. Our support is customized to address your specific needs and goals.
Training
EFG offers comprehensive training services for Yardi and AppFolio, designed to empower your team with the knowledge and skills needed to optimize your software.
Our experienced trainers provide clear, engaging sessions that can be delivered online or on-site, ensuring your team is fully equipped to use the software efficiently.
Minimize downtime and frustration with fast access to expert solutions, reducing the time spent searching for answers.
Save on in-house support expenses by partnering with our dedicated Help Desk team to seamlessly handle your technical needs.
J&L Real Properties
J&L Real Properties consolidates 42 assets and ownership entities into a single Yardi Voyager database.
Yardi Voyager is an important part of our growth strategy as the foundation for managing the operations and finances of investments as we continue to acquire assets. Eng Flanders Group was key in ensuring that our Voyager platform was properly implemented so that it would support our growth.