Yardi Data Available Via Your SharePoint Portal

Consolidate Financial and Occupancy Data from Yardi, MRI, and Other Systems

Due to the COVID Year, real estate owners and owner/operators are leveraging their investment in the Microsoft platform more than ever before. Microsoft Teams has become the standard for conferencing and collaborating. And SharePoint is finally being recognized for the powerful portal and document management platform that it has been for years.

Companies that have gotten their feet wet with SharePoint as a corporate and property portal are learning about what’s “under the hood” and how this platform can help them make critical data available across the organization in a seamless yet secure manner.

Many of our customers are either Yardi or MRI shops. We are able to help them surface data from these systems via their SharePoint portal. Examples include property financial data, occupancy data, vendor information, and tenant rolls. 

Most employees don’t have easy access to Yardi or know how best to access the information they need to get the job done. The days of requesting pdf (or dare we admit, paper) copies of common property reports should be a thing of the past. 

If your company licenses Microsoft Office 365 (and the vast majority of real estate companies do), please fill out this form so we can discuss how Arcuity can help you quickly and efficiently make property data and documents available via your corporate portal.

Abel Solutions Launches Arcuity, an Innovator in Technology Solutions for the Real Estate Industry

The company will provide real estate developers and management firms with first-of-its-kind document management, workflow and collaboration tools based on Microsoft 365

ALPHARETTA, GA—September 13, 2020—Abel Solutions, Atlanta’s premier consulting firm helping customers maximize their investment in the cloud, today announced the formation of Arcuity, a partnership between Abel Solutions and its parent company, ATS. Arcuity will assume responsibility for Abel Solutions’ real estate vertical activities, including the REALTY|share product, Abel Solutions’ flagship offering for real estate firms.

Arcuity will be led by Kevin Abel, founder of Abel Solutions, and Anthony Magee, who formerly managed Abel Solution’s real estate practice.

“Abel Solutions is excited to have Kevin Abel back on the team focusing on an industry that has always excited him, and Anthony Magee has been a key contributor to REALTY|Share’s success since its launch,” said Abel Solutions President David Hammond.

“We look forward to the synergy working together.”

Arcuity’s REALTY|share is the only Microsoft Office 365 solution built exclusively for real estate. REALTY|share includes document management, collaboration and workflow portal functionality, allowing real estate companies to address the precise features needed to jump start their approach to each asset’s full life cycle.

Flexible and fully customizable, it enables firms to streamline disparate systems, creating an efficient and centralized approach to collaboration between internal employees and outside vendors alike. The solution was designed to grow and evolve in partnership with each organization, empowering them to easily enhance productivity and increase customer satisfaction.  

“The real estate industry is entering a period of technology renaissance,” said Abel at the announcement. “This is a moment when companies that combine business acumen and technology value can have a significant impact. Arcuity is such a company.”

About Abel Solutions

For 25 years, Abel Solutions has focused on helping our customers develop and deploy solutions that deliver Business Excellence in terms of profitability, productivity, and competitive leadership. We believe that the most effective solutions are those that leverage and combine a customer’s current strengths and assets with new people, process, and technology capabilities to accomplish business goals. Our consultants have the knowledge, experience, and tools to deliver a portfolio of services including business strategy, collaboration solutions, dashboards and analytics, and managed cloud and IT services. To learn more about partnering with Abel Solutions, go to www.abelsolutions.com.

About ATS

Applied Technical Services Inc. (ATS) is a world-class, technologically advanced consulting engineering, testing, and inspection services firm. With headquarters in Marietta, GA and over 20 branch offices and over 900 employees scattered throughout the U.S., ATS has established an excellent reputation within the commercial, industrial, and legal communities for taking a closer look with our metallurgy, materials testing, chemical analysis, non-destructive testing, forensic and consulting engineering, fire and explosion investigations, and calibration services. For more information, visit www.atslab.com

Arcuity to Exhibit at Realcomm 2018; Demonstrate Innovative Real Estate Process Management Solution, REALTY|share

REALTY|share was designed and developed to empower real estate firms by providing
invaluable order, efficiency, and insight for their real estate operations.

Alpharetta, GA, May 31, 2018— Arcuity, Atlanta’s only firm delivering value-focused workflow and process efficiency accelerators for the SharePoint platform, today announced it will be an exhibitor at Realcomm 2018, where it will be demonstrating its revolutionary REALTY|share business accelerator.

REALTY|share is a secure, comprehensive real estate process, content management and collaboration framework built on Office 365 and SharePoint and powered by Nintex workflows. It helps firms gain management and oversight of real estate resources while keeping clients, partners and investors up to speed.

“Commercial real estate firms are under the gun not only to maintain and manage their portfolios efficiently but also to satisfy the demands of investors, partners and clients,” said David Hammond, president of Abel Solutions. “REALTY|share is proven to be 100% successful in helping real estate companies painlessly streamline their processes—from organizing and accessing resources internally to providing updates and insights through a feature-rich information portal.”

REALTY|share Highlights:

  • Organize documents securely across deals, with version management to eliminate duplicates.
  • Track checklists and deal-related action items, from due diligence and construction checklists to tax returns, investor reports and other deliverables.
  • Access content in the office or remotely, via browser, desktop or mobile device.
  • Manage and track contacts and contact activity—investors, properties and more.
  • Locate documents easily with Google-like search functions.
  • Securely share any document—and other information—with third parties: investors, lawyers, contractors and architects.
  • Extract and organize key metrics to view powerful insights about properties and their activities through dashboards, reports and scorecards.

Realcomm 2018 attendees can visit Abel Solutions and view REALTY|share demonstrations in booth #915.

Incorporating External Data in your Real Estate Management System

During the course of implementing one of our Business Solution Accelerators, REALTY|Share (a Real Estate Management portal based upon SharePoint or Office 365), for many of our clients we have been introduced to many business philosophy models within the real estate/property development industry. We’ve learned from our customers that our Business Solution Accelerator addresses the majority of their needs regarding their processes. Customers leverage REALTY|Share’s core functionality of property sites, Contact Management Module, My RE Portal, and our custom search center to handle document management and track property projects from a pursuit down to lease-up and disposal.

Even though philosophies are different from business to business, the hot item that remains consistent is the need to consume data from external systems, such as the financial data stored within the Real Estate industry standard systems such as MRI and Yardi, and display financial data as well as route documents from these sources into our real estate management system. By working with our partners, we have been able to provide a solution to answer that need.

We understand most Real Estate development projects start in one of these industry standard solutions, and when a project is created, each project is assigned an entity or project ID within the system. Real Estate developers can then associate other data points depending on the company operational guideline (such as property name, property address, property type, and square footage). To ensure our Solution Accelerator is easy to use and will be well received by end-users, we implemented functionality that connects to the external data source to retrieve those values and syncs them to REALTY|Share.

So why is this important? What value is this for my company? The answer is that now when you create new properties, you no longer need to maintain two systems. As you update your source of truth in your external system (such as MRI and Yardi in the case of many of our Real Estate clients), the changes you make there will be pushed down to your property sites within REALTY|Share. This function keeps data consistent between your industry-standard system and your document management system.

Now that your property financial data is stored within your intranet system and synced to receive updates/changes, you can start getting even more value from that data. Everything is housed in O365 and can be leveraged by the Microsoft tools such as Power BI. Power BI will give you the power to transform and display your data with graphical charts and dashboards, giving your executives a real-time snapshot of where the company currently is and how the company is trending.

We understand companies leverage multiple software solutions in their everyday work to get their jobs done. But working within REALTY|Share gives your team a single platform that offers the capacity for both tracking data and managing documents. Merging these two components into one platform allows your end users to effectively work within one portal instead of jumping back and forth in between systems, thus enabling them to work more efficiently.

This tip written by Abel Solutions Senior SharePoint Consultant and Solution Accelerator Manager Anthony Magee.