Better use of Yardi, not a replacement for it.
Marion County Housing Authority engaged Avèro to review its financial policies and procedures and to improve how it used the ERP it already had.
The engagement that ends without a purchase is the one an independent advisor can take.
MCHA engaged Avèro to conduct a comprehensive analysis of its financial policies, its procedures, and how it was using its ERP, Yardi Voyager.
The objective was not selection. It was to find where the policies were weak and where the platform was underused, and to train the finance department to close both.
This is the shape of engagement that a firm earning implementation or resale revenue has the least reason to propose.
The deliverables.
Financial policy analysis
A thorough review of existing financial policies and procedures to identify where they were inconsistent, absent, or no longer matched how the authority operates.
Training on Yardi Voyager
Training and advising the finance department on getting more from the platform they already licensed — capability the authority was paying for and not using.
Current-state process mapping
Mapping current-state processes across Finance and Housing Operations, so the recommendations attach to how the work actually runs.
Standardization recommendations
Recommendations to support operational improvement and let the authority standardize its processes rather than run them differently by person.
Status and outlook.
Where it stands
Avèro remains engaged with MCHA, mapping additional processes and developing recommendations for operational improvement.
Why no new system
Nothing in the analysis pointed to one. The finding was that the policies and the platform usage were the constraint — and saying so cost Avèro a larger engagement.
Related engagements.
Every engagement is reference-available. Ask us to connect you with the people who hired us.
Thirty minutes.
No pitch.
Tell us where you are. We'll say honestly whether we can help. If we can't, we'll point you to someone who can.