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SAP to Yardi Migration
September 29, 2024
INSIGHT
Timo Siegemund
Founding Partner
Project in a Nutshell
Branch
Commercial Asset Management companies
Term
15 months
Task
Coordination of a SAP to yardi Voyager data migration of +90 Properties

Challenges

  • Different data structure in terms of lease and financial data (e.g. Accounts, Charge Codes, Descriptions, Amendments, Property-/Building-/Floor-/Unit Setup)
  • High time pressure because of fixed defined deadlines
  • Ongoing management of Properties during the whole project (moving target)
  • Big project team consisting of several internal and external parties

Installed Measures

  • Creation of a detailed collaborative project plan including several workstreams and clear responsibilities
  • Reducing data backlogs in terms of lease data and financial data prior to the migration to move the best possible data quality
  • Installing weekly project jour fixes with all involved parties
  • Developing mapping files for all data sets to be considered
  • Coordinating a customized system setup with Yardi onboarding team to ensure all needs are considered
  • Defining a frozen zone prior to the final migration to reduce the risk of data loss
  • Creation of proper user manuals and trainings to ensure a good start in the new ERP system

Business outcome

  • Successful mapping of SAP financial and commercial data to Yardi ETL upload templates
  • No parallel operation of both systems with live data because of the defined frozen zone and as a result no data loss
  • Smooth start of new Yardi Voyager users because of efficient trainings and detailed user manuals

WHY R3AL?

Every R3AL team member has coordinated and/or worked on several database migration projects and gained deep knowledge in various fields of Yardi Voyager database setup and migration approaches. Furthermore all R3AL members steered and/or accompanied the entire migration process (besides from Yardi) for several AM companies.