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Implementations

At EFG, we excel in implementing and upgrading platforms for clients ranging from small businesses to multination corporations for nearly all vertical markets. We focus on smooth transition, seamless integration and enhanced business processes, all within today's industry best practices.

  • Save Time EFG manages the project coordination and handles the complex tasks, freeing your staff to focus on their core responsibilities.
  • Boost Implementation Success Our expert guidance and adherence to best practices ensure a smooth setup and higher success rates for your implementation.
  • Industry and Software Expertise Using a comprehensive approach, we optimize your database and configure the software to fit your specific business needs.
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THE EFG PROCESS
1
Discovery

Discovery: EFG will assist you in gathering as much information as possible so that we understand your business, your portfolio and your needs relating to your property management software platform.

Scope of Work: Once we have enough information, we will scope the project and draft a statement-of-work proposal that is broken out by project task and presents a detailed estimate so that you may properly budget for the project.

2
Kick-Off

Project Launch: Upon execution of our master services agreement, approval of the statement-of-work and receipt of the initial deposit, you will be assigned a Project Manager. Your Project Manager will coordinate a Kick-Off meeting with you to officially launch the project. As part of the Kick-Off meeting, the Project Manager will introduce to your project team, review the project outline and agree on deadlines and milestones.

3
Progress

Execution: Your EFG will work to carry out all the tasks associated with the project. During your regular project meetings your Project Manager will provide you with updates on progress and milestones and gather any additional information required to continue the project.

Adjustment: As new needs arise, the Project Manager will update the project requirements and make any needed adjustments to ensure a smooth, timely completion.

4
Success

Delivery: Once the project is complete, the Project Manager will coordinate with you to schedule a debrief. Your project team will confirm with you that all deliverables meet with your expectations.

Ongoing Partnership: Your EFG team will also discuss any remaining needs you may have, exploring additional ways EFG can assist you. We will talk with you about how you may rely on EFG to assist you on an ongoing basis as your business continues to grow and thrive.

 
SPECIALTIES
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HUD and Tax Credit
Our team includes multiple affordable housing experts who are well-versed in a wide range of programs and regulations. Our team can ensure your database is properly configured for your specific affordable housing needs, helping you maintain compliance with ease.
Accounting Support
If accounting issues arise within your property management software, our consultants collaborate directly with our in-house accounting team to identify and resolve the problem efficiently. By leveraging their combined expertise, we ensure that your financial data is accurate and your accounting processes are back on track swiftly.
Commercial Recoveries
Our commercial experts know how to convert your excel based Common Area Maintenance rules and calculations and set them up in your commercial property management database so that your CAM estimates are auto- calculated and billed, and your recoveries reconciliations are auto-generated directly out of your property management software.
Financial Accounting
Our team of experts can assist you with the preparation of your periodic financial reporting, owner reports and any other financial reporting you may require, including setting you up to use account trees so that you may report on different charts based on your owners or investores requirements. We can assist you in tranlating your financial policies and procedures so that your software may be property set up to enable them to be followed.
Budgeting and Forecasting
If you need to use your software for complex budgeting and forecasting, our consultants can expertsly assist you in setting up your software so that you may create budgets, predict future financial activity, and forecast valuations based on conditions that you can apply as needed.
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Support

Long Term Reliability  
We believe in building long-term relationships with our clients. Support doesn’t end once the software is up and running—it’s an ongoing partnership. Once you’ve fully implemented your property management software, we ensure that you’re not left to navigate the complexities of your software platform alone.

Our consultants, accountants and Help Desk professionals will be available to guide you. They can help you to get full value from your software as your business evolves and challenges arise.

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Our Approach
We follow a client-focused approach to support. From the moment you engage with us, we are committed to understanding your business practices, and we offer solutions that fit seamlessly into your daily operations. Whether you need immediate assistance or long-term guidance, you can easily submit a request for assistance using our Help Desk ticketing system, or contact any EFG team member directly anytime.

Whether it’s new best practices, optimizing your day-to-day operations, training new employees, reporting requirements, or accounting processes, we are here to help at every step.

How We Help

  • System and Financial Health Check: After you have been using the software for a while, we can analyze and inspect your data and assess your system setup. We detect data issues and GL issues, review your Chart of Accounts, identify opportunities for you to use new workflows and functionality, and perform an overall best practices assessment of the way you use your software.
  • Training: Are you adding new products to your software stack? Hiring new employees? Need a refresher on specific processes within the software. Whenever you need training for your staff, EFG trainers can work with you to design tailored training courses based on your staff and business needs.
  • Ongoing Support: Take advantage of our Help Desk service any you or your users need assistance on a specific issue or software process. Our dedicated support team is ready to assist, troubleshoot, and enhance your use of the software.
  • Tailored Solutions: We understand that every property management business is unique. Our support is customized to address your specific needs and goals.
Training
EFG offers comprehensive training services for Yardi, AppFolio, and ResMan, designed to empower your team with the knowledge and skills needed to optimize your software.  
  • Customized Training Programs Tailored to your specific needs, our programs incorporate your unique policies and procedures for a seamless learning experience.
  • Expert-Led Instruction Our experienced trainers provide clear, engaging sessions that can be delivered online or on-site, ensuring your team is fully equipped to use the software efficiently.
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Help Desk

EFG’s Help Desk services offer prompt and efficient support, connecting you with a knowledgeable consultant within 24 hours when problems arise. Our ongoing Help Desk services allow us to be an extension of your team, providing continuous support whenever needed.

  • Quick Response Time Minimize downtime and frustration with fast access to expert solutions, reducing the time spent searching for answers.
  • Lower Overhead Costs Save on in-house support expenses by partnering with our dedicated Help Desk team to seamlessly handle your technical needs.
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CLIENT SUCCESS
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J&L Real Properties

Asset manager J&L Real Properties consolidates multiple assets and ownership entities in a single database for property financials in the near term and to be used as the central operating database in the long term.

The Company

J&L Real Properties is a private real estate investment company founded by Paul Johnson and Vimal Lala in 2010. J&L was initially formed as a holding vehicle for the acquisition of three CVS pharmacies in a sale lease back transaction. The company continued to invest in assets in Texas…

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Yardi Voyager is an important part of our growth strategy as the foundation for managing the operations and finances of investments as we continue to acquire assets. Eng Flanders Group was key in ensuring that our Voyager platform was properly implemented so that it would support our growth.

Paul Johnson, founder, J&L Real Properties

EFG Provides
Consulting, Accounting
and Programming for:

 Office & Industrial
  Retail
  Multifamily & Residential
  Affordable Housing
  Senior Living
  Condo, Co-op, HOA
  Construction & Development
  Budget & Forecasting
  Asset Management
  Investment Management
  Corporate Real Estate
  Flexible Workspace

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