The operator's property and financial data lived inside Yardi, and getting useful reporting out of it meant manual exports and spreadsheet work. Leadership needed recurring visibility into key business metrics without anyone having to assemble reports by hand.
- Secure automated ingestion of daily Yardi database backups over SFTP
- A configured database environment processing those backups daily
- ETL pipelines transforming raw Yardi data into reporting-ready tables
- Three automated Looker Studio dashboards tailored to the operator's KPIs
- Five recurring automated reports in Google Sheets
- Documentation and stakeholder training for full handover
Every day, Yardi's backup lands on an SFTP server. The pipeline picks it up, restores it into a dedicated reporting database, runs the transformations, and refreshes the dashboards and reports on its own. Nobody exports anything, and the spreadsheet rebuild is gone from somebody's morning.
Recurring reporting that previously required manual effort now runs automatically every day, with validated data accuracy and a trained internal team that owns the solution.
Fixed-scope statement of work with milestone billing. Roughly 240 hours across eight workstreams, from requirements gathering through documentation and stakeholder training.
Most operational systems keep their reporting locked behind manual exports, and Yardi was this client's version of the lock. Property management, accounting, ecommerce, ERP, the treatment is the same. Land the data overnight, publish it before the office opens.