Implementing Yardi Voyager can be transformational, but only if it’s done right. One of the biggest early challenges for real estate firms? Capturing and managing requirements in a clear, centralized way. Without structure, what starts as a well-intentioned project can quickly spiral into spreadsheet sprawl. Emails, notes, and hallway conversations that become unofficial sources of truth — that’s where things begin to break down.
At 33Floors, we’ve worked with hundreds of Yardi users and seen how easily details fall through the cracks. And when a key requirement is missed or misunderstood? The result is costly revisions, delayed decisions, and frustrated users.
But it doesn’t have to be this way.
Where Smart Yardi Implementations Begin: Requirements Done Right
A successful Yardi project starts with thoughtful, collaborative requirements elicitation. This isn’t just a gathering exercise: It’s a chance to discuss goals, surface pain points, and map current processes against future functionality. In short, it aligns stakeholders on what a system must do, which makes it a critical first step.
At 33Floors, we treat elicitation as more than just a checklist. It’s a conversation. A collaboration. A discovery process that uncovers:
- Business objectives
- Process pain points
- Stakeholder expectations
- Regulatory or compliance needs
- Integration and reporting requirements
Here’s how 33Floors helps clients do this well:
- We engage the right voices: 33Floors’ expert implementation consultants involve functional users, not just project sponsors. Finance, leasing, facilities — every voice matters!
- We consider real-world scenarios: We don’t just ask, “What features do you want?” We want to know what you do today, what’s not working, and what should be easier.
- We separate needs from wants: By using MoSCoW prioritization — must have, should have, could have, and won’t have (for now) — we help teams focus on what truly matters.
- We document decisions as we go: Every agreement, assumption, and dependency is captured in real time, not after the fact.
- We promote transparency: Stakeholders should be able to see how their input connects to what’s being built.
Your Secret Weapon for Yardi Implementation Success: The 33Floors Requirements Traceability Matrix (RTM)
Once requirements are captured, they need to be tracked, validated, and actioned. That’s where the 33Floors Requirements Traceability Matrix comes in. It’s a simple yet powerful tool that brings clarity and control to your implementation’s project management.
With more than 600 combined years of Yardi experience and implementation expertise, the experts at 33Floors have developed an RTM template purpose-built for Yardi projects. It’s literally helped clients around the world avoid confusion and keep momentum.
The 33Floors Requirements Traceability Matrix tracks each requirement, including:
- Business objective
- Yardi module impact
- Solution approach
- Assigned owner
- UAT test case
- Final verification
It also flags dependencies, open questions, and priority levels to ensure nothing gets lost in the shuffle.
Bonus: Our FREE 33Floors Requirements Traceability Matrix download comes pre-populated with categories across major real estate functions — leasing, accounting, maintenance, and more. It’s available in both Excel and Google Sheets formats, and it’s flexible enough to adapt to any project size.
Ready to Take Control of Your Next Yardi Project?
Don’t let critical requirements get buried in scattered emails and disconnected notes. Download the FREE 33Floors Requirements Traceability Matrix, and bring structure, visibility, and momentum to your Yardi project. Get above it with the RTM template today.
