YARDI Senior Living Suite. Smarter Solutions for Places that Matter

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1 YARDI Senior Living Suite Smarter Solutions for Places that Matter

2 Places that Matter Every day you interact with prospects and residents who are looking at your community as a place to call home. We understand your commitment to providing the best service and care to your residents. Our smart solutions give you the tools you need to expertly manage your organization, finances, and assets and focus on resident care and retention, while minimizing risks, increasing employee satisfaction, enhancing efficiency and transparency, and reducing the cost of operations. Places that Matter to You, to Your Customers, to Your Community, to Us

3 YARDI Senior Living Suite SMARTER Community Management and Resident Care Yardi Senior Living Suite Voyager Senior Housing 1 Procure to Pay Resident and Family Portals Procurement, Vendor Management, Invoice Processing YARDI Voyager plus the Senior CRM 9 RENTCafé Senior Living Marketing and Customer Relationship Management Health Records, Resident Care, Electronic Medication Management YARDI Senior Living Suite EHR 13 EHR emar 17 Property Management, Accounting, Operations, Facilities Management, Business Intelligence RENTCafé Senior Living 21 Senior CRM Business-Wide Platform The Yardi Senior Living Suite replaces disparate software systems with one mobile full-business platform supporting operations, finance, and care with a single core database. Once you standardize your operations in Yardi Voyager, you can utilize the entire single solution stack and gain further efficiencies, cost savings, and a competitive advantage. Payment Processing 25 Procure to Pay 29 Construction Management 33 Advanced Maintenance 37 elearning 41 Voyager Platform SaaS

4 Voyager Senior Housing Key Benefits Makes community management and resident services more efficient with mobile access Increases business-wide oversight capabilities with one database platform and drilldown to key data elements Reduces IT costs and maintenance responsibilities with a hosted, browser-based solution Gain the convenience and efficiency of managing communities, residents, and finance on a mobile platform with built-in access to an integrated suite of senior living solutions. Provides opportunity for further efficiencies and lower total cost of ownership with integrated products from the Yardi Senior Living Suite Yardi 1

5 YARDI Voyager Senior Housing Yardi Voyager Senior Housing is the industry s most advanced senior living and asset management platform with built-in accounting and real-time performance analytics. Voyager combines financial and property management in one solution with mobile access to execute leasing, provide resident services, run reports, and complete tasks from smartphones and tablets. Standardize on the Voyager platform and gain access to products from the Yardi Senior Living Suite which features comprehensive tools and services for community and health care management. Complete Integration Integration between Voyager and the Yardi Senior Living Suite eliminates the need for rekeying resident data as a resident interacts with staff throughout your organization.voyager centralizes data so all users work in the same database from initial contact with prospects and throughout their residency. Community-Wide Insight Voyager includes hundreds of standard reports for business-wide analytics. Custom reporting tools are also available for further insight into the health of your organization. Multiple Devices, Multiple Browsers With Voyager, you can work on a desktop computer, laptop computer, Microsoft Surface, Apple ipad, Android tablet, and all major smartphones. Voyager supports all major Web browsers. Smart Navigation Voyager has smart navigation tools including a menu search box to find functions and a site search box to find account information quickly and easily. Make a favorites list of the screens you use most or use the history function to see where you ve been. If you re a keyboard power user, you can set up shortcuts to your favorite screens. Key Features Complete general ledger with automated move-in and move-out accounting Physical- and financial-based occupancy methodologies support co-occupancy scenarios Supports multiple payers per resident with detailed ledgers and statements Advanced state-specific Medicaid billing capabilities EFT/ACH and credit card payment processing Correspondence management for resident communications Real-time maintenance and work order tracking Strong audit trails track all activities performed within resident records Smart data entry and quick access to regularly visited screens and history Search for residents using a pop-up window and stay on the screen you re viewing. Search functionality works for all browsers, and includes smart data entry and quick access to your favorites and search history. Run powerful analytic reports with hyperlinks to all key data even when you re away from your desk. Yardi Voyager is the foundation of the Yardi Senior Living Suite, a single-stack solution built on a powerful core database with products for marketing, CRM, operations, accounting, resident care, and more. 2 Yardi Yardi 3

6 Financial Management Voyager Senior Housing is a complete accounting system designed to meet all applicable GAAP and IFRS requirements. The full-featured general ledger makes financial management processes efficient and responsive to unique organizational policies and procedures. Accounts Receivable Voyager provides comprehensive accounts receivable functionality, including resident invoicing, automatic or manual payment receipting, creation of letters and statements, and back rent calculation based on different calculation types. Accounts receivable functionality is fully integrated with the general ledger, cash receipting, and accounts payable in Voyager for real-time data entry with batch and quick receipts, unlimited recurring charges, and late fee management with grace periods. Furthermore, Voyager manages complex rent rolls, including overages and turnover rents, and tracks multiple checking accounts. Accounts Payable Voyager streamlines the payables process and reduces costs by converting paper invoices into efficient electronic transactions virtually eliminating paper and mailing costs. Automated workflows create additional efficiencies as invoices are routed through the approval process through vendor payment. And, Voyager can generate both one-time and recurring invoices. The system can produce customizable rent statements and reconciliation letters to residents as well as generate statements in bulk for printing or sending automatically by . General Ledger The powerful general ledger allows you to use a single chart of accounts with configurable accounting segments. The system offers standard cash and accrual books with the ability to create multiple configurable books. Users can drill down to base transactions from high level reports. hhdistribute expenses from a source property/entity to multiple target properties/entities based on predefined allocation percentages hhcreate consolidated journal entries and apply them automatically to multiple individual entities based on percentages or statistical data Key Features Unlimited number of financial entities with varying fiscal years Recurring journal entries with formula-based calculations Analytic/audit dashboards for reviewing receivable, payable, and job cost transactional data Simultaneous cash and accrual basis accounting Streamlines the payables process by converting paper invoices into electronic transactions Comprehensive budgeting tools Automated bank reconciliation Check writing capability with your paper stock The Invoice Register Dashboard shows the status of all invoices, eliminates paper processing requirements, and helps avoid bottlenecks with vendors. Data presented on the dashboard includes drilldown to vendors and payment status. Role-based dashboards display tasks that need to be completed on a daily basis. Dashboard reporting gives a complete record of financial transactions with drill-down capabilities. 4 Yardi Yardi 5

7 Key Features Run all financial reports from a single screen with the financial analytics dashboard Drill down to the transaction detail from any financial report Financial Analytics Financial analytics provide access to all financial data and key performance indicators enabling unprecedented access for senior living providers to review income, cash flow, balance sheet, budget comparison, trial balance, 12-month activity, quarterly activity, annualized reports, and more. Voyager offers standard financial analytic reports with runtime filters based on userdefined, multi-tiered hierarchies. These can be displayed as a report on screen, exported to Microsoft Excel or Adobe PDF format, or saved as dashboard content. Reports include drill-down links to underlying transaction screens and reports. Maintenance & Work Orders Yardi Maintenance Management provides the tools you need to perform and track daily maintenance for all types of real estate including work order and purchase order processing, expense limits, warranty tracking, and real-time reporting. Streamlined workflows with dashboards, calendars, and alerts make maintenance processes more efficient and ensure exceptional service to your residents. With the optional Yardi Maintenance Mobile application, technicians can access, create, and complete work orders from the field. Key Features Configurable, systematic processes for work orders from initial contact through completion Conveniently create payables for third-party vendors from information for unparalleled transparency included on the work order Export any financial report to Excel or PDF format Account Trees Voyager account tree functionality allows you to create endless variations of standard or custom reports quickly and easily. This eliminates the need for multiple charts of accounts. Custom account trees can accommodate your unique organizational reporting requirements. A custom account tree is a virtual collection of headings, accounts, and totals mapped to your chart of accounts. Assign and schedule work orders efficiently via an intuitive dashboard Track work requests, alerts, and exceptions with built-in analytic tools The report on the left represents a standard Voyager Income Statement; below, is a comparable modified report of the same financial data in summary format using an account tree. Work order dispatch is a comprehensive report that shows all properties and a description of work to be done. Work order scheduler schedules work orders for service technicians. 6 Yardi Yardi 7

8 Senior CRM Key Benefits Provides improved ROI metrics for better marketing program evaluation Maximize revenue with sales, marketing, and analytic tools designed just for senior living providers. Eliminates redundant data entry boosting employee productivity Makes sales pipeline projections more accurate for better occupancy and revenue forecasting Maximizes revenue with detailed resident pricing proposals and billing based on all assessed health care recommendations 8 Yardi Yardi 9

9 YARDI Senior CRM Gain complete visibility into your sales and marketing efforts through a mobile-friendly application designed specifically for the senior living industry. Yardi Senior CRM is a powerful, comprehensive solution with specialized tools for senior living providers to boost revenue and create positive relationships with prospective residents, families, and referral sources. Part of the Yardi Senior Living Suite and fully integrated with Yardi Voyager Senior Housing, Senior CRM can help ensure residents needs are accurately evaluated and accounted for in price proposals, as information flows instantly from caregivers to sales counselors to finance and billing staff. Integrated Solutions Senior CRM creates a foundation for success by carefully organizing key information used throughout the client relationship continuum. All data entered into Senior CRM is available throughout the integrated Yardi Senior Living Suite products, including Yardi Voyager Senior Housing, Yardi EHR, RENTCafé Senior Living, and more. Key Features Mobile lead and referral management Event and campaign management Pipeline opportunity tracking with sales probability projections Accurate Projections Model proposals and residency Forecast occupancy rates and revenues with confidence using accurate, realtime information. With Senior CRM you can project sales ratios and revenue based on the probability of each deal closing and the expected move-in date of each prospect. Standard analytics and custom reporting tools included with Senior CRM make evaluating marketing ROI more effective than ever before. Access and manage your sales pipeline, documents, calendars, and events across your entire portfolio using real-time data. Tailored Functionality Senior CRM tracks information specific to the senior living industry including clinical assessment recommendations, key demographics, and health insurance documentation. agreements Occupancy and revenue forecasting Task and appointment calendar with drag-and-drop ease of use Community-Wide Insight Senior CRM aggregates data across your entire portfolio without the burden of interfaces between separate databases. This centralization of information allows you to compare community performance side by side as well as analyze performance at the consolidated portfolio level. Organize marketing campaigns and track event ROI based on costs, leads generated, and leads converted to move-ins. Correspondence tracking with electronic document management Intuitive interface designed for desktop and mobile devices Fast and easy global database search Automated Workflows Generate higher revenues and maximize conversion ratios by providing leasing staff with guided activity workflows designed to boost sales. Senior CRM can be configured based on your organization s policies and procedures to manage each step in the sales process from initial contact, property tours and followup meetings to resident move-in. With Senior CRM your leasing agents have instant visibility into where each prospective resident is in the sales process and how to proceed to the next step and close the deal. Senior CRM presents powerful analytics in simple to read chart graphics with drilldown to underlying data. Integrated Yardi Senior Living Suite provides seamless information sharing between health care, sales, and accounting Manage daily activities with a central, online calendar for sales staff. 10 Yardi Yardi 11

10 EHR Key Benefits Increases revenue through higher resident retention, accurate care assessments, and proper billing Reduces exposure to costly litigation through proactive resident care Maximize health care services with a central, mobile solution for assessments, care planning, incident tracking, wound care, behavior management, emar, and more. Improves employee satisfaction and reduces turnover with access to collaborative care planning tools Improves efficiency and transparency with resident care updates streaming in real time Reduces medication errors through an online interface for streamlined communication with pharmacy staff Reduces operational costs with a single-vendor solution for resident care, billing, and accounting 12 Yardi Yardi 13

11 YARDI EHR Get the next-generation experience of point-of-care charting and clinical intelligence with Yardi EHR. Yardi EHR enables staff to collaborate and coordinate care like never before. Available through all major Web browsers, users can work on a computer, phone, or tablet, even when away from Internet service. Discover how you can increase revenue, reduce risk, improve staff retention, and make residents happier and healthier with Yardi EHR: the care component of the Yardi Senior Living Suite. Complete Clinical Package Yardi EHR ensures that all resident demographic and medical information is collected and maintained accurately in real-time. Information recorded includes: hhcomprehensive face sheet including family and emergency contacts, insurance information, and advance directives hhdietary requirements hhprior medical history including hospitalizations, past care settings, and more hhsocial history such as hobbies, family relationships, spirituality, professions, and important life events hhexceptions charting hhprogress notes hhvitals and weight hhcustom data fields for personalized clinical tracking hhcompliance data for a growing library of statespecific audit reports Seamless emar Integration Yardi emar is optimized for all major tablet devices for true mobility and real-time charting both online and when Internet access is not available. Pharmacy staff can communicate immediately with med techs and nurses through controlled, secure access to resident medication records for maximum efficiency. Features include: hhphysician cycle review for order verifications hhorder manager for keeping track of informational orders, vital orders, lab orders, dietary orders, medication and treatment orders, and more hhquantity tracking for narcotic and as-needed medications hhintegration with care planning to prevent conflicting treatment efforts hhability to bill based on med pass durations and order types hhfull database of all active and discontinued medications hhbarcode scan compatible Limitless Assessments and Personalized Care Plans Perform assessments on time, capture assessed costs, and identify individual needs to ensure optimum resident care while maximizing business effectiveness. With Yardi EHR you can: hhhighlight resident changes as they occur during reassessment hhassociate assessment templates with relevant care levels, communities, or regions hhautomatically recommend billing changes based on assessment results by points, time, or levels hhidentify needs, set goals, and manage individualized actions, interventions, or approaches hhcalculate billing based on scheduled occurrences, actual occurrences, hours scheduled, and more Mobile Point-of-Care Mitigated Risk and Improved Care When incidents occur, Yardi EHR automates workflows to ensure compliance protocols are met, while powerful analytics help identify trends to mitigate future risk. Extensive wound care and behavior management capabilities help improve overall resident care. With Yardi EHR you can: hhmanage incidents affecting residents, staff, or outside visitors hhassign incident follow-up responsibilities based on role hhaccurately and efficiently manage wound care hhcontrol challenges and costs associated with behavioral problems hhattach secure, digitized forms or photographic documentation Yardi EHR is available as an application for desktop computers and mobile devices running Android, Windows, and ios. With the Yardi EHR app, staff has access to electronic point-of-care charting for all care-related tasks and real-time information. Key features include: Key Features Comprehensive electronic health records Real-time staff notifications with resident care updates Electronic medication and treatment administration records Configurable resident assessments and care plans Incident and accident tracking and analysis Behavior management tracking Wound care tracking Simplified and effective staff training with extensive Yardi elearning library and ongoing Webinar program hhability to work online and offline, with automatic syncing hhtracking of care tasks, medication orders, wound treatment, and behavioral issues hhcapturing of unassessed tasks for accurate resident billing hhtracking of time and task exceptions 14 Yardi Yardi 15

12 emar Key Benefits Reduced risk and improved compliance through electronic medication management Reduced errors through automated, realtime notifications for key areas of concern Streamline medication administration with an efficient online solution that is integrated throughout your organization and pharmacy partners. Increased efficiency across the entire organization through the integrated Yardi Senior Living Suite, including Yardi EHR and Yardi Voyager Senior Housing Simplified training with integrated Yardi elearning solution based on familiar paper-based MAR workflows 16 Yardi Yardi 17

13 YARDI emar Simplify medication administration with Yardi emar, a browser-based solution enabling real-time communication between pharmacies, assisted living communities, and health care staff. Yardi emar is fully integrated with the Yardi Senior Living Suite giving total business insight through one complete platform. Yardi emar features a modern interface optimized for touchscreen navigation on mobile devices as well as traditional desktop computers. Its overall design provides users with an easy to learn, intuitive workspace for faster training with less expense. Work Smarter Make staff more efficient by replacing time consuming phone calls and outdated paper medication processes. Yardi emar eliminates hours of monthly medication audits and creates a comprehensive medication administration schedule accessible by all authorized users. With Yardi emar, senior living providers can work online with pharmacies to expedite communication of new orders, order changes, refill requests, and resident census changes. Reduce Risk Yardi emar improves charting with intuitive workflows and reminders for staff for example, prompting them when a medication requires vitals to be checked. Automated processes further mitigate risk by tracking follow-up orders, notifying caregivers of missed medications, and documenting residents excessive use of PRN medication. With Yardi emar users have access to resident pictures, drug database intelligence, advanced charting rulesets, and barcode scanning. In short, Yardi emar provides everything necessary to maintain the Five Rights of medication administration: right medication, right dose, right time, right route, and right resident. Single Vendor Solution Yardi emar is a perfect starting point to begin building an integrated software platform to cover the complete senior living continuum. Yardi emar works seamlessly with Yardi solutions for CRM, marketing, sales, finance, community management, electronic health records, staff training, business intelligence, and more. Take a look at our flagship modules, Yardi Voyager Senior Housing and Yardi EHR, and see how you can replace multiple software systems with one complete solution from a single source vendor. Certified Pharmacy Network Yardi maintains ongoing pharmacy interfaces through our Yardi Pharmacy Network. Connecting Yardi emar with a member pharmacy enables real-time resident medication information sharing, automated prescription fulfillment orders, and streamlined communication with pharmacy staff who can also be provided with secure, online access to the system. Contact Yardi for a list of pharmacies in our network, or ask your pharmacy provider to contact us to begin the certification process. Key Features Integrated with the Yardi Senior Living Suite for complete insight into resident care, community management, and corporate operations Online/offline charting for uninterrupted medication administration Multidirectional communication with leading pharmacy software systems Single-click electronic refill requests and drug inventory tracking Advanced drug database intelligence for medication lookup and order entry autopopulation Efficient physician cycle approval through secure, online, third-party logins Compatible with barcode scanning systems Accessible through applications designed natively for Apple, Android, and Windows tablets Online staff training and continuing Go Mobile Yardi emar is accessible on desktop computers as well as mobile tablet devices with adaptive screen rendering and touch support. Advanced online/ offline charting capabilities enable continuous medication administration even during loss of Wi-Fi connectivity or a power outage. Quickly get where you need to be with fast and easy access to resident records, either within a specific community or across an entire portfolio. Confidently administer medication with secure, multidirectional communication between pharmacies, physicians, and care providers. education through integrated Yardi elearning solution 18 Yardi Yardi 19

14 RENTCafé Senior Living Key Benefits Enhances the social connection between families, residents, and the community in which they live Maximize customer satisfaction by providing an online portal to services and real-time information for residents and their families. Fosters happier and healthier residents through wellness program insight Ensures secure access to personal health information providing family members with peace of mind Delivers online capabilities such as direct payments and communication with care providers for improved customer satisfaction 20 Yardi Yardi 21

15 RENTCafé Senior Living Set your communities apart from the competition by sharing the RENTCafé Senior Living experience with your residents and their families a single, online site for managing payments, reviewing health and wellness, communicating with care providers, and staying socially connected. RENTCafé Senior Living helps drive customer satisfaction, leading to improved occupancy and boosted revenues, through an intuitive online portal that is accessible via secure login from all major browsers and mobile devices. Online Payments RENTCafé Senior Living gives residents or their responsible parties the flexibility to make online payments directly from their bank accounts, credit cards, or debit cards. Authorized users can view their current balance or statement history, make onetime payments, or sign themselves up for recurring automatic payments. Because RENTCafé Senior Living is integrated with the core Yardi Voyager Senior Housing general ledger, all payment and financial information is updated in real time. Online Service Requests Drive greater satisfaction with community facilities through RENTCafé Senior Living s online service request portal. Web savvy residents or their concerned visitors can report problems and track your maintenance team s follow-up efforts from their smartphones. Service requests are integrated with maintenance modules and mobile apps so users can be made aware of status updates in a timely manner. Instant Insight With RENTCafé Senior Living, communities can improve communication and stay social with residents and family members by conveniently sharing information. Online bulletin boards communicate community news and other exciting announcements, while an events calendar specifies upcoming activities and wellness program schedules. Integration with Yardi EHR means family members can even monitor resident participation alongside health record trends, so they can be advised of potentially detrimental behavior patterns. Users can view current balances and statement history and make payments directly from bank accounts, credit cards, or debit cards. Residents and responsible parties can manage payments, review health and wellness data, and communicate with care providers. Keep residents and responsible parties informed through secure access to information such as resident health care plans, medications, vitals, and more. Real-Time Wellness Residents and authorized contacts can view their personal health records through RENTCafé Senior Living s secure, online portal. Fast and safe access to information regarding service plans, medications, vitals, and more help your clients stay informed about their health and the care you are providing them. Through direct integration with Yardi EHR, RENTCafé Senior Living enables one-on-one, private, health care related dialogue between authorized resident contacts and your communities resident care providers. Integrated Solutions Residents and their family members can submit service requests and track community followup efforts online. Data flows seamlessly throughout the Yardi Senior Living Suite, from initial contact with prospects all the way to move-out processing. Yardi Voyager Senior Housing, Yardi EHR, Yardi Senior CRM, and RENTCafé Senior Living can unite your sales, resident care, accounting, and management operations on a common platform to maximize productivity, improve customer satisfaction, and boost revenue. Key Features Recurring or one-time payments for residents and their responsible parties Direct payments from bank accounts, debit cards, or credit cards Report and track community and facility issues online Community bulletin boards, newsletters, and calendars Secure communication directly between residents, families, and care providers 22 Yardi Yardi 23

16 Payment Processing Key Benefits Increases resident satisfaction and maximizes your cash flow with online payments Scans and digitizes paper checks and money orders in bulk Auto-transfers electronic deposits to your bank account Allow your residents and responsible parties to make rent and other payments online. Automate rent processing and eliminate bank runs for your staff to save time and maximize cash flow. Eliminates manual errors and timeconsuming bank trips 24 Yardi Yardi 25

17 YARDI Payment Processing Increase resident satisfaction and maximize cash flow with Yardi Payment Processing, including Yardi Online Payments and Yardi CHECKscan that integrate with Yardi Voyager to streamline rent collection, cut operational costs, and reduce processing errors. Your residents and their responsible parties can conveniently pay rent online, and your staff can quickly bulk scan and digitize payments made with checks and money orders. Online Payments Online Payments supports paperless self-service rent payments for your residents, with a recurring payment option. Residents or family members can log in at any time, view account balances, and pay rent directly from a bank account (ACH payment) or with a debit card or credit card. Online payments are entered directly into Voyager, with automatic deposits and easy bank reconciliation. ACH payments are sent to your bank via EFT the next day; debit and credit card payments are processed within 2-4 days. Check Scanning CHECKscan eliminates trips to the bank, lost checks, and manual keying errors. It also reduces NSF risk. Simply bulk scan batches of personal, corporate, bill pay, and cashier s checks and money orders to greatly reduce processing time. CHECKscan creates receipt batches in Voyager for all items and permanently stores the image files so you don t need to make copies. Payments are transferred electronically to your financial institution the next day, optimizing your cash flow. 1 2 Key Features Electronic deposits for rapid availability of funds 24/7 access to view ledgers and make online payments Debit and credit card and ACH payments with recurring ACH option Voyager auto-matches charges and applies payment priority rules Permanent check image storage in Voyager for scanned payments Online review workflow with colorcoded transactions for easy resolution No data transfer or synchronization needed Make paying rent easier and streamline collection with secure online payments for your residents Scan Checks in Bulk Review and Approve Payments in Voyager Improve Cash Flow with Next-day Funds Availability 26 Yardi Yardi 27

18 Procure to Pay Key Benefits Reduces costs through a competitively priced catalog featuring nationally recognized suppliers and manufacturers Increases compliance with environmental policies and green initiatives Provides insight to trial balance impact prior to payment Go paperless with our centralized procure to pay solution. Gain spend management with online catalogs, approval workflows, electronic invoice processing, and payments, reporting, and analytics. Saves money and time by eliminating lost invoices, duplicate payments, and potential overpayments Reduces overall audit fees and support effort Simplifies vendor management including onboarding, compliance, and ongoing data maintenance Ensures turnkey compliance through RMIS or self-service compliance 28 Yardi Yardi 29

19 YARDI Procure to Pay Yardi Procure to Pay is our centralized procure to pay platform including automated procurement with Yardi Marketplace, vendor management via VENDORCafé, and invoice processing with Yardi PAYscan. Spend Management Procure to Pay centralizes procurement and provides portfoliowide spend management. Online catalogs are defined by you and represent existing vendor relationships, down to the property level. Your ability to approve and leverage negotiated pricing across your portfolio and perform real-time budget checks maximizes spending control. Online Shopping Cart Yardi Marketplace, your single point of supplier management, features up-to-date online catalogs that deliver the best available discounts on a variety of products. Pre-negotiated rates and online shopping enable hassle-free shopping for all of your maintenance, repair, and operating supply purchases. Easily access favorite product lists, add items to your shopping cart, and the purchase order is automatically populated with full accounting detail. Procure to Pay users have access to thousands of maintenance, repair, and operating supplies from national vendors such as Staples, Kimberly-Clark, Grainger, Georgia-Pacific, and The Home Depot. Paperless Processing PAYscan, part of Yardi Procure to Pay, virtually eliminates copying, mailing, and storing paper, and minimizes touch points that can lead to lost invoices and data entry errors. Electronic invoices are automatically imported directly into Yardi Voyager, with an online approval workflow that reduces cost per invoice and improves productivity. Timely payments are enabled by EFT or check. Electronic vendor invoices automatically map to, and compare against, user-generated purchase orders. Lines are compared against price, SKU, and quantity to ensure the ultimate payable correctly maps to the purchase order (sale of record). Key Features Comprehensive online catalog with over one million products including sustainable product options Customizable workflows, flexible payment options, detailed spend analytics with transactional detail In-store purchase programs with partners such as The Home Depot and Grainger Complete vendor profile management for easy contact, document, insurance, and payment information updates Automated vendor invoice and payment processing workflows Seamless invoice processing with online approvals for timely payments via EFT or check Systematic matching of electronic purchase orders to invoices Vendor Management VENDORCafé centralizes product and service vendor information in a single system of record, with a 360º view of all your vendors and property associations. Define your onboarding process to ensure only approved vendors are added to your accounting system, and proactively assess vendor risk across your portfolio. Optimize vendor communication with the VENDORCafé webbased portal available to Yardi-registered and client-approved vendors. Vendors can upload insurance certificates, receive expiration alerts, view their ledgers, upload invoices, and monitor invoice approvals. Easy access and review of critical documents to assess risk. Yardi PAYscan Mobile allows managers to approve purchase orders and invoice registers from mobile devices. GL account balance insight during entire AP process Comprehensive reporting and analytics from purchase order to invoice to payment 30 Yardi Yardi 31

20 Construction Management Key Benefits Offers complete financial oversight with easily tracked real-time cost, commitment and budget comparisons across the portfolio Provides tight cost control with automatic overbudget monitoring of every transaction Ensures governance with predefined workflows and rules consistent with Yardi Voyager Features seamless integration with Voyager Improve cost control, budget oversight, and profitablity with a full-service job costing and receivables solution to manage the construction lifecycle for projects of every size and description from capital expenditures to ground-up developments. Offers construction management functionality designed specifically for the real estate industry 32 Yardi Yardi 33

21 YARDI Construction Management Yardi Construction Management helps you keep projects on track with heightened cost control, complete budget oversight, and confident forecasting and management of contracts, commitments and cash flow. The solution is flexible enough to accommodate all types of construction projects, including CAPEX, tenant improvements, unit renovation, commercial, multifamily, senior, and affordable property development. Construction and Development Yardi Construction Management supports projects at all phases from pre-development to close-out and for any duration. The solution also helps you develop financing plans for construction projects and manage contract commitments, draws and progress billings from general contractors and subcontractors. It can also perform projected final and cash flow forecasting. Job Costing and Budgeting With a user-defined cost code structure, Yardi Construction Management automatically tracks your actual costs and compares them to the job budget. You get full visibility into all committed costs and change orders. Job cost and the general ledger are updated in real time when the transactions are entered. Billing and draws can be easily created for actual costs incurred, by percent complete or from the project schedule, and are reflected immediately on the job record. Comprehensive Reporting Yardi Construction Management strengthens your reporting by providing numerous options for receiving the information you need. Reports in various formats deliver all information related to budget amounts, revisions, commitments, change orders and amounts billed to date per category. Slice the data any way you like by property, job, cost code, or job attribute just to name a few options. Increased Flexibility With Yardi Construction Management, you can apply user-defined workflow approvals for jobs, budgets, contracts and budget transactions. You can tailor the system to hide the features and fields you are not using for simplicity purposes. The system also provides numerous ways to define your own fields for capturing pertinent data for historical purposes and reporting. Also, importing and exporting with Excel is available on numerous pages for additional analysis. Key Features Unlimited, user-defined budget cost categories with templates and models Full contract and change order, committed cost tracking and analysis Detailed, real-time recording of job costs and other actions across the entire construction lifecycle Multiple job cost summary and detail reports with drilldown to underlying transactions Custom, automated workflow approval for jobs, job budgets and revisions, contracts and change orders Multiple points of access for importing and exporting data Custom job cost analytics for creating your own reports 34 Yardi Yardi 35

22 Advanced Maintenance Key Benefits Fewer equipment breakdowns with preventative maintenance scheduling Fast response to maintenance requests with mobile access Oversight of maintenance personnel with location tracker Graphical display of key performance indicators Includes maintenance, inspection, fixed assets and inventory control modules Schedule, track, and manage all preventative, routine, and emergency maintenance from your desktop or mobile device and gain modules for managing inspections, fixed assets, and inventory control at no extra cost. 36 Yardi Yardi 37

23 YARDI Advanced Maintenance Our facilities management suite of products includes Yardi Advanced Maintenance, which lets you manage preventative and ad hoc maintenance tasks from any device. When you license Yardi Advanced Maintenance, you receive several additional products for managing your assets and facilities at no extra cost, including Yardi Maintenance, Yardi Inspection, Yardi Fixed Assets and Yardi Inventory Control. Advanced Maintenance is adaptable for multifamily, affordable, senior, military, condominium, HOA, office, industrial and retail property types. Comprehensive Maintenance Management Yardi Advanced Maintenance is your solution for complete scheduling, tracking and management of asset maintenance from your desktop or mobile device. You can schedule preventative, routine, and emergency maintenance tasks. A location tracking feature allows you to match technicians with tasks, ensuring rapid response to emergency requests. Inventory consumption in the maintenance process is automatically tracked and recorded in Yardi Voyager. Maintenance Manager Mobile Yardi Advanced Maintenance includes the Yardi Maintenance Manager Mobile app which helps you save time, boost efficiency and increase tenant and resident satisfaction by taking maintenance workflows mobile. Maintenance managers can easily track technicians, assign work orders and manage their maintenance tasks from an Android Tablet or Apple ipad. Facilities Manager Yardi Facilities Manager is a browser-agnostic interface optimized for tablets that allows facility and property managers to display key information about maintenance operations and perform common tasks via intuitive, customizable dashboards and workflows. With Advanced Maintenance, you receive additional products for managing assets at no extra cost, including: YARDI Maintenance TM Perform and track daily maintenance for your properties with unparalleled ease and efficiency. YARDI Inspection TM Schedule, perform and manage all types of inspections including annual, regulatory, due diligence, and more. YARDI Fixed Assets TM Record and monitor fixed assets from purchase order issuance through purchase, use, and final disposition. YARDI Inventory Control TM Provide total physical and financial control over the acquisition, tracking, depreciation, and disposition of inventory among multiple locations. Key Features Full planning and scheduling of maintenance tasks Streamlined depreciation of fixed assets Complete history of work orders Automatic tracking of inventory consumption 38 Yardi Yardi 39

24 elearning Key Benefits Reduces overall training costs with on-demand online courses Improving employee performance has never been easier with innovative training solutions for Yardi software and beyond. Delivers proactive training in a timely manner, eliminating costly mistakes Provides hands-on practice within a dedicated elearning database Solidifies learners understanding of key concepts with pre- and post-training assessments Encourages engagement and timely course completion using achievement, peer discussion, and assignment feedback tools Improves accountability and retention over traditional training Automates recertification processes to ensure training meets compliance requirements Replaces multiple training programs with one centralized solution to create and edit self-paced courses and simulations Boosts employee confidence with easy access to all training activities from one dashboard 40 Yardi Yardi 41

25 YARDI elearning Increase employee satisfaction and improve performance with an on-demand training environment that connects employees with one another through a variety of communication tools, collaboration opportunities, and training event management, all in a mobile-friendly solution. Take advantage of Yardi s self-paced courses and develop your own to design a multi-faceted education program that makes sense for your organization. Design and deploy role-specific learning plans accessed via a centralized training resource center. This dynamic learning solution helps you maximize ROI from your software investment with an extensive course library, assessment tools, certifications, post-training follow-ups, and re-training activities. Maximized Training Yardi provides and maintains an extensive catalog of customizable courses covering Yardi products and various industry topics. You can easily incorporate your current curriculum and take it to the next level with built-in tools for creating interactive experiences. Take advantage of easy-to-use authoring tools that enable trainers to quickly create engaging courses and simulations that increase retention and satisfy all learning styles. Solidify understanding using immersive, hands-on practice in an integrated Yardi database, personalized coaching tools, and a variety of assessment types. Encourage learning with online class discussions, achievements, and the opportunity to self-enroll in new training opportunities. Effective Learning Yardi elearning provides a fully-branded training platform that you can configure to meet your training initiatives. Educate the right people at the right time by creating role-specific learning plans to easily organize and automate deployment of your content. Manage classroom and web-based training sessions, track attendance, and follow up with automated assessment options. Empower trainers and supervisors at all levels by creating custom administrative roles, providing direct access to functions and reports as needed. Reduce the amount of time spent on administrative tasks by employing automated notifications. Monitor programs via analytics tools that allow you to drill down to granular details. Comprehensive Reporting Administrators can run a variety of reports to view high-level details, including time spent learning by individual or group with drilldown to test results, assignment submissions, class discussions, and more. Sample reports include, but are not limited to: hhtop 20 completed courses, popular events, and active (or inactive) students hhlearners who have completed required training and date of completion hhemployees who are past due on courses and tracks hhrsvp and attendance statistics by event hhroster and course lists Learners can browse the catalog and register for tracks and courses using customizable category filters and course suggestions. The student dashboard allows learners to view assigned courses, tracks, and events, along with their achievements. They can also browse catalogs and request to take additional classes or access resources customized by your company. Course pages accommodate for different learning styles and enable students to learn at their own pace with friendly instructions, clear procedures, autoplay audio, short videos, and software tutorials. Key Features Extensive catalog of Yardi courses developed and maintained by product experts Intuitive authoring tools to make real-time changes to online courses and quickly roll out new courses Interactive simulations created by clients without the need for additional software Blended learning system that centralizes self-paced online courses, live training events, and organizational resources Reporting tools to track group-level and individual student progress with detailed drilldown reports Multimedia format allows for a variety of content including HTML, documents, images, and videos Accessible through all mobile devices and web browsers Training and consultation from experienced Yardi instructional designers 42 Yardi Yardi 43

26 Places that Matter to You, to Your Community, to Us

27 Leading Business-Wide Real Estate Management Software and Services At Yardi our mission is to provide our clients with superior products and outstanding customer service, while we take care of our employees and the communities where we work and live. With that commitment, Yardi leads the industry in providing full business software solutions for real estate investment management, property management, financial accounting, asset management, and ancillary services. Organizations like yours have been using our proven and mature software with confidence for decades. Yardi Systems, Inc. 430 South Fairview Avenue, Santa Barbara, California phone: Yardi Systems, Inc. All rights reserved. All other trademarks are the property of their respective owners. Printed on recycled paper. SLS-BOOK-11x8.5 09/24/2015