Optimization
Your Platform Works. Now Make It Earn Its Keep.
Implementation got you live. Optimization is everything that happens after. We audit, automate, and operate your Yardi, MRI, Procore, and SAP Concur environments closing the gaps that surface once real users hit the system. Platform Health Checks. Process Automation with UiPath, Power Platform, and Yardi Virtuoso AI. SLA-backed Ongoing Support and Help Desk from Markham, Pune, Chennai, and Colombo.
Yardi ICN
Partner
Yardi Virtuoso
Qualified
SAP Concur
Partner
Procore
Partner
MRI
Certified
UiPath Certified +
Fast Track Agent
Why Optimization
Most Platforms Are Doing Half the Job.
Yardi, MRI, and Procore are extraordinary platforms, but every implementation is a snapshot of what your business looked like on go-live day. Eighteen months later, the business has moved, the team has changed, and the configuration is quietly costing you time, money, and credibility.
The Real Cost Isn't the License - It's the Drag.
By the time most operators reach out for an optimization review, the symptoms look small: reports take three days to produce, the AP team copies invoices into Excel, the same custom field gets used three different ways across regions, owner statements need to be re-keyed before they go out.
Individually, each one looks like a workaround. Together, they're a tax on every month-end close, every audit, every acquisition. Optimization is how you stop paying that tax.
We start with a written, fixed-fee Platform Health Check. We end with automation, governance, and a system your team trusts again.
Implementations & optimizations delivered
Project success rate, on-budget on-scope
Avg. years of platform experience per consultant
Support coverage across 4 continents
Our Optimization Practice
Three Ways We Earn Back Your Platform Investment.
Optimization at Assetsoft is built on three connected services. You can start with any one of them or sequence all three. Each one stands on its own with a fixed-fee scope and published deliverables.
Platform Health Check
A structured, three-to-six week assessment of your Yardi, MRI, or Procore environment. We document what's installed, find the drift, and rank everything by business impact.
- Chart of accounts and entity structure review
- Data quality and reconciliation audit
- Configuration drift vs. best practice
- Security, roles, and segregation of duties
- Report and integration health inventory
- End-user adoption assessment
- Prioritized 12-month optimization roadmap
Process Automation
Eliminate the manual work your platform was never designed to handle. We deploy intelligent automation across UiPath, Microsoft Power Platform, and Yardi Virtuoso AI — and choose the right tool for each workflow.
- Vendor invoice routing and AP automation
- Bank reconciliation and statement import
- Expense report processing (SAP Concur)
- Owner statement generation and distribution
- Lease abstraction and CAM workflow automation
- Month-end close task orchestration
- Yardi Virtuoso AI agent configuration
Ongoing Support & Help Desk
SLA-backed managed services for Yardi, MRI, Procore, SAP Concur, and KriyaGo. From hourly bucket plans for small operators to dedicated team-extension models for enterprise portfolios — covered 24/7 across our delivery centers.
- Tier-1 and Tier-2 ticket support
- Monthly usage and SLA reporting
- Quarterly optimization reviews
- Patch, release, and upgrade management
- User provisioning and de-provisioning
- Year-end and audit-period support
- 24/7 coverage across CA, IN, LK, US
When To Call Us
Five Triggers That Always Justify an Optimization Review.
If any of these sound familiar, the cost of waiting another quarter is almost always higher than the cost of looking now.
01
Live for 18+ Months,
Never Reviewed
Most platforms drift quietly. Configuration changes accumulate, custom fields multiply, and no one
has revisited the original design since go-live.
A formal review surfaces the gap between
what was built and what the business
needs today.
02
Reports Take Days & Ownership Doesn't Trust Them
The clearest sign a platform isn't earning its keep. If your finance team spends the month-end in Excel reconciling
reports the system should have produced,
The system itself is the bottleneck,
not the team.
03
The Original Implementation Team Has Moved On
Tribal knowledge leaves. Custom workflows nobody documented start to break. We come in, document
what exists, and rebuild a maintainable foundation
So the next person doesn't have to reverse-engineer
the previous one.
04
M&A or Portfolio Expansion Has Stretched the Config
A configuration built for ten properties rarely scales cleanly to forty. New entities, new currencies, new approval hierarchies, every acquisition adds to the load
that the original implementation never anticipated.
We re-architect for the portfolio you have now.
05
Your Team Lives in Excel More Than in the System
Workarounds become permanent. Spreadsheets multiply. The platform you paid for becomes a data source
for the platform your team actually runs the
business on. Optimization is how you reverse
that without ripping anything out.
06
Yardi Virtuoso AI Just Showed Up
Now What?
Virtuoso AI agents, Composer, and Connectors are landing across the Yardi ecosystem in 2026. As Virtuoso Qualified consultants, we help you decide which agents to enable, what they should automate first, and how they fit
alongside UiPath and Power Platform.
Common Optimization Engagements
The Four ReasonsMost Operators Call Us.
Every optimization engagement is scoped to your portfolio, but four scenarios cover roughly eighty percent of the work we do. If your situation sounds like one of these, we can usually produce a fixed-fee proposal within seventy-two hours.
Continuous Improvement Programs
Quarterly cadence · Monthly retainerOptimization isn’t a one-time event. Portfolios grow, regulations change, new platform features ship, and the team that knew how everything worked moves on.
We maintain a prioritized backlog of improvements, ship them in two-week sprints, and report KPI movement back to leadership every quarter.
What’s Included
- Quarterly business review
- Prioritized improvement backlog
- Two-week delivery sprints
- KPI tracking dashboard
- Sandbox testing & QA
- Production rollout & training
Post-Acquisition Database Consolidation
Yardi & MRI mergers · 4–9 monthsYou closed the deal. Now you have two Yardi databases, two charts of accounts, two security models, and a board that wants consolidated reporting by the next quarter-end.
We’ve done this work for REITs, private equity sponsors, and family offices across Canada, the US, and Australia.
Workstreams
- Gap analysis & discovery
- Chart of accounts harmonization
- Security model redesign
- Historical data migration
- Reporting unification
- Cutover & hypercare
Feature Adoption & Capability Activation
You’re using 40–60% of what you pay forMost operators are using only part of the platform they pay for. Modules sit licensed but unused, while teams build manual workarounds outside the system.
The output is a capability activation roadmap that connects licensed features to measurable business value.
Audit Covers
- Licensed module inventory
- Active vs. dormant features
- Unused integration capacity
- RentCafe / portal features
- Virtuoso AI agent eligibility
- Activation effort & business value
Release Management & Feature Update Adoption
Stay current. Without babysitting release notes.Yardi and MRI ship dozens of new features every year. Most operators only hear about a fraction of them, and adopt even fewer.
Our Release Management service handles quarterly review, sandbox testing, adoption planning, rollout, and user enablement.
Release Cadence
- Quarterly release review
- Feature impact assessment
- Sandbox testing & validation
- Production rollout plan
- End-user enablement
- Conference intelligence
Platforms We Optimize
Multi-PlatformDepth. No Single-Vendor Bias.
We are a Yardi ICN Partner and a Yardi Virtuoso Qualified consultancy, and we are also certified across MRI, Procore, SAP Concur, and UiPath. That breadth is uncommon in a single firm, and it's what lets us optimize across an ecosystem instead of inside one product.
Yardi Voyager
ICN Member · Virtuoso QualifiedConfiguration, custom reports, Voyager 8, Investment Manager, CAM Recovery, Job Cost, Affordable Housing, RentCafe, and Virtuoso AI.
Yardi Breeze
Breeze + Breeze PremierOptimization, custom report build, RentCafe configuration, multi-entity setup, and migration support for Breeze and Premier.
MRI Software
MRI CertifiedMRI Property Management X, Financials, Analytix BI, partner ecosystem integrations, and lease administration optimization.
Procore
Procore PartnerWorkflow optimization, custom dashboards, Procore–Yardi integration, and construction-to-property accounting automation.
SAP Concur
SAP Concur PartnerTravel and expense automation, Yardi/MRI integration, AP workflow optimization, and policy compliance review.
UiPath
Certified + Fast Track AgentRPA bots, intelligent document processing, attended/unattended automation, and the new generation of agentic UiPath workflows.
Microsoft Power Platform
Power Automate · Power Apps · Power BIWorkflow automation, custom apps for property operations, and operational reporting dashboards on top of Yardi or MRI data.
Zoho & KriyaGo
Zoho Partner · KriyaGo PlatformCRM, Sites, and back-office automation on Zoho; integration and automation across the real estate stack via KriyaGo.
How We Work
Fixed Fees. Published Deliverables.No Surprises.
Every optimization engagement follows the same four-phase shape, so you always know what's done, what's next, and what it costs.
Assess
Platform Health Check. We document configuration, data, security, reporting, integrations, and adoption — and rank findings by impact.
3–6 WeeksRoadmap
Written 12-month optimization plan with prioritized initiatives, fixed-fee proposals, and a sequencing call with your leadership.
1–2 WeeksBuild
Two-week sprints. Each one ships a working improvement — a new report, an automated workflow, a cleaner security model, a fixed integration.
2-Week SprintsOperate
Handoff to Ongoing Support & Help Desk — or to your team — with documentation, SLAs, and a quarterly review cadence built in.
OngoingQuestions Prospects Actually Search
Optimization, Answered.
The questions real estate operators, CFOs, and IT leaders ask before commissioning an optimization engagement answered directly.
Assetsoft delivers Yardi optimization as part of its broader Optimization practice, alongside MRI Software, Procore, and SAP Concur.
Most real estate operators get more financial value from one good optimization cycle than from the original implementation, because optimization is built on real data and real user feedback.
The deliverable is a written report with findings, severity ratings, fix estimates, and a prioritized 12-month optimization roadmap.
For Yardi clients, we also implement Yardi Virtuoso AI agents alongside Power Platform and UiPath, choosing the right tool for each workflow rather than forcing one platform to do everything.
Standard services include ticket tracking, monthly usage reporting, quarterly optimization reviews, patch and release management, user provisioning and de-provisioning, and 24/7 support coverage through our delivery centers in Canada, India, and Sri Lanka.
Any one of these is reason enough to commission a Platform Health Check.
We come in with no ego about the previous build, document what's there, and propose changes prioritized by business impact and effort.
We are a Yardi ICN Member, Yardi Virtuoso Qualified, MRI Certified, Procore Partner, SAP Concur Partner, and UiPath Certified + Fast Track Agent Partner.
Ongoing Support and Help Desk plans start as hourly bucket plans for smaller operators and scale to dedicated team-extension models for enterprise portfolios. We publish written, fixed-fee proposals before any engagement starts; there is no time-and-materials surprise.
Most consolidations run four to nine months, depending on portfolio size, data quality, and how aligned the two charts of accounts were to start with. The same approach applies to merging two MRI Property Management X databases or consolidating mixed Yardi/MRI environments after acquisition.
Assetsoft has run consolidations for REITs, private equity sponsors, and family offices across Canada, the US, and Australia.
Assetsoft runs a Feature Adoption Audit as part of the Platform Health Check. We inventory every licensed module, every available feature in your current Yardi or MRI release, and every integration on your contract, then compare that to what's actually configured and in use. The output is a prioritized capability activation roadmap with effort estimates, business value, and a recommended sequence.
Assetsoft offers a Release Management service as part of Ongoing Support that includes a quarterly review of relevant new features, sandbox testing for ones that matter to your business, a recommended adoption plan, end-user training, and production rollout.
Our consultants attend YASC, MRI Ascend, and Procore Groundbreak every year, so our release intelligence is current.
This model works particularly well for portfolios growing through acquisition or for operators whose business model is evolving faster than their original implementation anticipated. Continuous improvement programs are typically priced as a monthly retainer with quarterly scope reviews.
