This Insider Insights post was written by 33Floors’ Chief Operating Officer Tina Kikaj and originally appeared on her LinkedIn profile.
Whether you’re seeking help with implementation, optimization, or ongoing support, choosing a consulting partner can feel overwhelming. It’s a big decision, especially when you’re talking about something as complex — and important — as your Yardi system (or other ERP)! Your partner isn’t just another vendor. They’re your co-pilot, your problem-solver, and often, the difference between a smooth, successful project and one that makes you wonder where it all went wrong. So, how do you choose? What should you look for? And just as importantly, what should you avoid?
Experience Matters When Selecting a Consulting Partner
A good place to start is experience. When it comes to Yardi platforms, experience is crucial. Yes, there are lots of consultants out there, but Yardi isn’t like every other system. It’s intricate, powerful, and packed with functionality requiring both technical acumen and industry expertise. You need someone who knows it inside out — preferably someone who’s been in the trenches, solving real-world problems for clients like you.
Ask about the consulting firm’s track record. Have they worked on projects similar to yours? Do they have experience with your industry, be it multifamily, commercial, retail, or investment management? And what is their approach to customizations? Can they keep a balance between overcomplicating solutions and maintaining system integrity? A good partner will have case studies, references, and examples that demonstrate their credentials.
Technical expertise is crucial, but so is fit. Your consulting partner should feel like an extension of your team. You’ll be working closely together, often under tight deadlines or in high-pressure situations, so shared values, communication style, and cultural alignment matter more than you might think.
Keep an Eye Out for the Little Things When Choosing a Consultant
Sometimes, it’s the small details that tell you the most about a consulting partner. Are they responsive to your emails? Do they ask thoughtful questions about your needs? Do they explain things in a way that’s clear and jargon-free? These might seem like minor points, but they’re often signs of how the partnership will play out. A consultant who’s hard to pin down or unclear upfront probably won’t magically get better once the project starts, which brings me to warning signs to watch out for: Overpromising. Vague pricing. Pushing for a quick deal. If they seem more focused on selling you a solution than understanding your business and unique requirements, it might be time to move on.
Yardi Voyager isn’t a “set it and forget it” system. It will evolve as your business grows and your strategies develop, and you need a partner who will guide your journey and travel with you. That means offering further support and value after the initial project wraps, whether it’s troubleshooting, training, ongoing administration and optimization, or data and reporting solutions.
So, how do you know a great consulting firm when you see one? They are the ones that don’t just tick the technical boxes. They are the ones that bring something extra. They are proactive at spotting potential problems before they become issues. They’re candid and tell what you need to hear, even if it’s not what you want to hear. They’re collaborative, working seamlessly with your team to find the best solutions. And perhaps most importantly, they care. They care about your goals, your challenges, and your success.
Picking the right consulting partner takes time and effort, but it’s worth it. The right choice will bring you clarity and confidence, optimize your processes, and empower you to get the most out of your Yardi investment.
Follow This Checklist for Your Consulting Partner Search
Here’s a handy little checklist to get you started in your consulting partner selection journey:
Step 1: Define Your Needs
Identify your objectives and scope of work. Do you need implementation, customization, ongoing support, or all of the above?
Step 2: Short List Candidates
Research firms with proven Yardi experience. Leverage industry networks, reviews, and referrals to compile a list of potential partners.
Step 3: Assess Through Interviews
Ask targeted questions about each firm’s experience, methodology, and how they’ve handled challenges in past projects.
Step 4: Request Proposals
Evaluate detailed proposals for clarity, deliverables, and pricing. Look for realistic timelines and comprehensive solutions.
Step 5: Check References
Speak with past clients to understand their experience, focusing on communication, problem-solving, and outcomes.
If you’re still trying to figure out your next step, reach out to us at 33Floors. We’d love to help you navigate the process.
