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Real Estate Software Evaluation Services
Using a tested methodology, we facilitate and quantify the selection of real estate software packages for our clients. Our goal
is to get the 'best fit' for our clients using client-defined software functions and features as the foundation for the selection.
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Real Estate Software Implementation Services
Lupine excels at the setup, installation, & customization of leading real estate software packages. Our consultants are experienced, and skilled in both Oracle and SQL.
We understand the software from both a user perspective and a technical perspective.
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Lupine Videos
Take a look at what our President and Founder, David Wolfe has to say regarding the services that we offer.
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Lupine Blog
Informative, interesting and amusing stories all about the Real Estate Software Industry.
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Lupine Partners on Facebook
Visit our fan page on Facebook.
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Maximize the Capabilities of
Yardi’s Report Writer
And Help Your Company (and Yourself)
Through the Current Recession
(Times Are Tough, Are You Doing All You Can?)
Dear Colleague,
From one professional to another, if your company is not not creating Yardi custom reports, it is missing out on a simple and effective
way of saving money.
You do not need to be Super Technical to
Create Custom Reports in Yardi
As you have probably heard (and experienced), the economic climate right now is tough… Everybody is looking for ways to cut back.
Becoming proficient in report writing is an easy, practical way to do just that. With a reasonable investment (and a little bit of time)
you could save your company tens of thousands of dollars. And, since you’ve already invested a lot of money in your Yardi software, make
sure you get the most out it.
Don't know SQL? You will after buying
(and watching)our
6-Hour DVD:
“The Insider’s Secrets Revealed, Soup-to-Nuts, Blue Collar Guide to
Yardi Systems’ Report Development”

Don't let any techno-fears you may have get in your way. Heck, I'm just a CPA. My background was not
initially in technology. But I saw a business opportunity and decided that SQL and custom report writing was something that would benefit me,
my company, and my family.
My daughter, Maggie, has even learned to do this! Maggie’s background was in retail, and she'd managed to stay away from anything more
high tech than instant messaging up until last year when I offered her a job at Lupine Partners. In her own words…
Hi, my name is Maggie Wolfe and I am the office manager at Lupine Partners.
Before I took this course, I had absolutely NO training as a consultant or in Yardi. I had never written
a report or even thought about writing one.
Heck, I didn’t even know what SQL or for that matter what a query was.
Clauses, joins, Crystal, case statements…no clue.
So, the fact that after this course I was actually able to write a report is pretty amazing. It really
is a testament to Brian and his knowledge of the subject.
What I liked best was that it is so much better than taking a class in the typical classroom setting.
You don’t have to drive to a classroom, you don’t have to sit next to that annoying guy who asks the teacher fifty
thousand questions...You can sit on your couch and learn about Yardi reports.
You can pause and rewind as many times as you need… that feature was a godsend for me. If you missed
something all you had to do was go back (which I did a lot of).
I also really appreciated that there is
no slick production stuff, distracting graphics, moving menus... There's a really great "no B.S." factor
to these that's pretty refreshing. He gives you the info you need and that's it, no fluff.
In these videos, Brian really does cover it all. He starts out gently with a brief overview of the
various programs and applications. Then he covers the basic select statements in Query Analyzer and
then onto writing real reports. He goes into how to use text editors… and how to format the reports.
There’s even a whole section on “joins” (thank goodness for that because those used to be confounding).
But I eventually even got those!
The fact that as you are listening to and watching Brian and you can be doing what he’s doing is priceless. Its not just
theory, you actually get to practice what he’s teaching you as he’s teaching you. If you get an error
in your script, you go through and see where you went wrong. For me, that’s the best way to learn
something, through experience.
Let me just say that if I can get it, trust me, anybody can get it. Remember, I had absolutely NO
training, and I was able to write my first report after this course, and that's pretty neat.
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You see what I mean?
So why are YOU offering this to ME... a client?
Good question. You have known me for a while now...
You know how well I know my stuff.
I've been writing custom reports since 1990 and Yardi custom reports since 2000. Lupine consultant (and narrator of the DVD
series) Brian Wood and I have taught this same course I am offering to you to a variety of clients, and we've used it for our in-house training – very
successfully, as you saw (and will see) in the testimonials.
The fact is that there is no other training available that you can do at your own pace in your own space. You've been an
important client to us, and I want to share this information with you. I want you to have the tools you need to help your company succeed, and
also to help aid in your own professional development.
And this is why I have chosen to share our in-house training through a DVD series for a very reasonable investment.
With one to two custom reports, you'll have your investment covered.
Interested in hearing directly from me on this? Go to:
www.lupinepartners.com/wolfespeaks.html
In this Day and Age Not Doing All You Can
To Help Your Employer Save Money Can Be...Not Good
Sure learning something new requires effort, and it's easy to be complacent when you're doing OK. But believe me, OK is not good enough. Especially
in this economic climate …
Even if you take this course and continue to use consultants to write your reports, you will have a wealth of knowledge at your disposal.
This can be a critical advantage when you are reviewing bids. You’ll be up to speed on Yardi’s limitations, you’ll know the lingo, the
processes. Knowledge gives you the upper-hand, which is crucial when dealing with consultants.
And, if you are already knowledgeable in the ways of Yardi, this straightforward DVD series can be a great refresher and an invaluable resource that
you can continue to use time and time again.
Besides, you're smart. I wouldn't be writing to you about this if I didn't think you had the capability. You've accomplished
a lot, but it's time to progress…(If you've taken any other SQL training and ended up thinking maybe you weren't smart enough, you're not alone,
as you will see in a minute in Angela's story.)
By taking baby steps, you CAN get good at this. Learning to write these reports is not as hard as you have
been lead to believe…
Take Advantage of our Proven In-House Training
Some of the consultants who have come to work for me and taken our in-house training course have far surpassed my custom report writing abilities.
This training DVD, I tell you, is good. What it does is lift the curtain on the in-house training we have successfully
been using to make a very nice, recession-proof income by designing custom reports.
Our trainer, Brian Wood walks you through everything you need to know, step by step. Unlike the Yardi course, you do this at your own
pace without distractions or travel. You can hit the pause button or replay as many times as you wish when you learn with:
“The Insider’s Secrets Revealed, Soup-to-Nuts,
Blue Collar Guide to
Yardi Systems’ Report Development”

This DVD in your hands is a powerful, effective tool that will help you harness Yardi's capabilities and at the same time reduce expenses..
- Thanks to our meat-and-potatoes course, you can create your first of many custom reports in 6 hours to 2 weeks. Guaranteed.
- Absolutely NO PRIOR SQL knowledge is required.
- You get the same in-house training media we use. (You also get a big peek behind the curtain at Lupine Partners!).
What About Yardi's Training?
Yardi's SQL course is a good one; however, Yardi's SQL and Report Writing training is geared towards the rank and file, i.e.,
not you..
And then there's the travel, and the loss of productivity (their course takes 4 days)...
Let’s take a moment to analyze the true cost of our DVD series versus attending the Report Developer course at Yardi. Here are the approximate
costs of traveling to one of their locations for the training:
Course Cost - $1,100
Airfare - $500
Hotel (4 days) - $800
Car/Taxi, Meals, etc. - $150
SubTotal - $2,650
Opportunity Cost and/or Lost Productivity – 32 hours at $150/hour (low end) = $4,800
Total Real Cost - $7,450
On the other Hand, Using our DVD Training Course Means:
- No travel.
- Learn at YOUR OWN PACE.
- Review whenever you want.
- Learn at times that are convenient for you.
- Having the benefit of "Pause" and "Replay."
- No classroom distractions and time wasters (like annoying loud mouths and wanna-be "teacher's pets")
- The ability to choose a nice, quiet environment.
- No prerequisites to worry about.
- The ability to write mid-intermediate reports by the end of our training. Guaranteed.
- No heavy binders to lug around.
- A guarantee on the training or your money back.
- No ‘trainer roulette’. You know who your trainer will be – Brian Wood.
- Advanced Crystal Reports DVD. This DVD will expand on topics introduced during Brian’s video.
- A master list of data import scripts that have been used successfully by Lupine Partners to import data for our clients.
- After training consultation time.
- A list of recommended reading and resource materials and links to free materials.
- Have the tools to practice at your fingertips – not left behind in a class.
Where are the Bells & Whistles
and Pretty, Shiny Objects?
We left them out.
Instead of fancy frilly distractions, you get the nuts and bolts, foundation and framing and step-by-step instruction – no more and no less -
that you will need to learn SQL and modify and create your own reports.
Still thinking this might be too hard? Read Angela Chaney’s story…and think again.
“I had taken a database management class in school and the instructor
briefly touched on SQL. We did a little project in Access so I was, at least, familiar with using a
select statement. When I signed on at Lupine, I was given a report to write the first week on the job
and I had one week to complete it. I was anxious as my skills were very limited. I felt that
SQL was kind of like a foreign language.
I watched the video. It was like a light bulb went off in my head.
Brian starts out by explaining the basics of SQL and incorporates the basic Yardi database schema.
He explains how the Yardi tables are labeled and how they all inter-relate to one another. This is the
crux of writing reports in Yardi – knowing how to get the data and where to find it. He also describes
several of the tables that are consistently used as the foundation for all the reports. When he begins
the section on explaining the SQL commands, Brian includes a description and example of many of the more commonly
used commands. By doing so, he is giving us the tools to create a wide variety of queries.
As he explains the SQL commands, he actually takes us through the process of building a report. The
steps are very organized and very clear. This is helpful when planning to write your own report.
By building the report and showing us the process, not only can you follow along by watching but you can write
it down so that you can practice doing the steps yourself and compare your results to the results that Brian gets.
Another section of the video describes the concept of joins. Joins are somewhat complicated but necessary in
writing a SQL report. Brian takes the time to explain the different joins in a manner that makes the concept
understandable.
In my database management class, joins were discussed. I distinctly remember walking out of class not
understanding this concept at all. As it wasn't going to be tested, I let it go.
I remember thinking that maybe I just wasn't smart enough to grasp the concept.
Having viewed the section of the video on joins, I see now that it wasn't a matter of me being smart enough but
that the concept just wasn't explained well.
Finally, Brian includes lots of tips and useful tricks to helping you keep your SQL script organized and readable.
While that task may seem fairly obvious, as you are writing a script that is somewhat complicated, you will find that only after
you've got it all working do you realize that it's difficult to read.
Brian explains the importance of spacing, organizing and documenting the script so that if you have to go back and
make changes or if someone else comes behind you, a recreation of the wheel is required.
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Is Yardi Systems to Blame?
I’ll just say it. Most folks that run into problems trying to generate the Yardi reports blame the
software. And because they struggle with generating the reports that come with the software, they don't even think of modifying or
creating their own reports.
The problem, my friend, is not with Voyager or Enterprise. The problem is with a lack of knowledge.
You are a forward enough thinker who knows that saving your company money and at the same time increasing your own professional knowledge
is simply a smart, common sense business move.
But Wait, There’s More…
Here are a few more reasons to make this investment:
- 365 Day GUARANTEE
If you do not learn enough from my training DVD to immediately start creating mid-intermediate level reports, I don't want your money and will provide
you with a full refund on your investment, courteously and promptly - no run around. All you need to do is return the DVD with a note saying
you'd like a refund.
- “THANK-YOU-FOR-ORDERING” GIFTS
When you purchase your training DVD today, you also receive:
- Free Telephone Support
Lupine Partners will provide you with up to two full hours of troubleshooting over the telephone.
Value: $450
A Copy of my Book: Software and Vendors and Requirements Oh My! A Project Team's Guide to Evaluating Business Software.
Value: $35
- CDs
- Why Software Projects Fail
- Software Selection From a Consultant’s Viewpoint
Value: $297
- A list of recommended SQL resources and resource materials and links to free relevant materials.
Value: $97
- Advanced Crystal Reports DVD. This DVD will expand on topics introduced during Brian’s video.
Value: $497
- A master list of data import scripts that have been used successfully by Lupine Partners to import data for our clients.
Value: $497
Questions and Answers
David, how much is your SQL report development course?
$1,497.
Why is it so expensive?
That’s the wrong question – you need to think investment. When viewed properly you need to compare the cost of the program
versus the potential cost-saving. And, also, I’ve already shown you how it is much less expensive (if you want to think in these
terms…) than the other course on the market. You've already spent a lot for this software...your company is wasting its money if they don't
use it to its maximum potential.
What if I want to use this material for in-house training like you did? Is there a license fee?
We encourage you to use this training DVD with your staff. There is no additional fee. However, I do ask that you not share this
training outside of your own business. But then why would you would want to when it gives a crucial competitive edge?
How many DVD kits do you have left?
After sales to our customer base and other consultants, we only have 6 DVD kits in our inventory.
Do I need any prior knowledge or any special software to apply your training?
You need only have Yardi Voyager or Entrprise software, a Crystal Reports developer license (for that portion of the DVD) and a Yardi database.
You do not need any previous knowledge of report development or SQL.
What exactly is taught in the course?
Here's what you get in our training DVD:
“The Insider’s Secrets Revealed, Soup-to-Nuts,
Blue Collar Guide to
Yardi Systems’ Report Development”

- Introduction to Environments & Scripting Tools
- Yardi Database Schema
- Miscellaneous SQL Functions
- Interfacing Yardi With Crystal Reports
- Lupine’s Approach to Report Writing
- Creating a Yardi Report From Scratch
- Architecture of a Yardi Report Script
- Interfacing Yardi With Microsoft Excel
- Introduction to Yardi Spreadsheet Link (YSL)
- Importing into Yardi Using Scripts
- Importing Financial Transactions Into Yardi
- SQL Joins – Part 2
Please note that each lesson builds on the lessons before it; i.e., you can't write reports unless you know the schema and you know SQL.
With this video training you will learn both of these, the schema and SQL.
Once you know how to do the reports...you can create custom import scripts. These import scripts, and the ability to create them,
creates additional cost-savings for you.
Will you provide support if I have questions after completing the course?
Yes. Two hours of free consulting will come with the program.
Will you refund my money if I don’t like the course for whatever reason? Yes…we have a 1 year guarantee. We will
refund all of your money if you feel that the DVD did not deliver on the promises we have made to you.
Here's How You Order
“The Insider’s Secrets Revealed, Soup-to-Nuts,
Blue Collar Guide to
Yardi Systems’ Report Development”

LIMITED SUPPLY
Once our six remaining DVDs sell, that's it.
Best,

David Wolfe, CPA
President - Lupine Partners
3100 Carlisle St., Suite 224
Dallas, TX 75204
214-953-1032 Office
972-692-7931 Fax
www.lupinepartners.com
P.S. I understand that contemplation of taking on a new skill might be overwhelming
to you. Or that you might be having thoughts of “I can’t do that.” I know – I remember feeling the same way ‘back in
the day.’
But you CAN master this skill – I guarantee it. You just need 3 things: desire, the willingness to
learn, and the willingness to be taught.
If you apply yourself, you can learn to do this. If you skimmed through the testimonials, go back and read every word of Maggie’s and
Angela's.
P.P.S. I've added so many specials and bonuses; let's review what you are getting:
- Our exclusive in-house training on an easy-to-follow DVD: The Insider’s Secrets Revealed, Soup-to-Nuts, Blue Collar Guide to Yardi
Systems’ Report Development. Guaranteed to have you creating your own reports. Get your investment
back with your first one or two reports.
- $300 off when you order by January 10th
- 2 hours of free telephone support.
- Copy of my book: Software and Vendors and Requirements Oh My! A Project Team's Guide to Evaluating Software.
- Audio CDs
- Why Software Projects Fail
- Software Selection From a Consultant’s Viewpoint
- A list of recommended SQL resources and resource materials and links to free relevant materials.
- Advanced Crystal Reports DVD. This DVD eill expand on topics introduced during Brian’s video.
- A master list of data import scripts that have been used successfully by Lupine Partners to import data for our clients

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Sign-up for FREE Software Selection Tips
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Do-It-Yourself Guide to Implementing Yardi Voyager™
A Comprehensive Approach
By Lupine Partners
Planning a software implementation is something that MUST be done correctly in order to have a successful
system migration. Lupine Partners has once again taken our time-tested and proven methodology to bring you our Video
Series on Implementing Yardi Systems' Voyager™ product. The videos and documentation provided in this series will teach you how to
implement Yardi Voyager without consultants, but within your time and financial constraints.
Click Here To Learn More About The Video Series
“The Insider’s Secrets Revealed, Soup-to-Nuts, Blue Collar Guide to
Yardi Systems’ Report Development”
When the need for a Yardi custom report arises you don’t have to call a consultant – you can create the
report yourself! All you need are the right tools to get the job done. This video series uses Lupine Partners’ proven
in-house training method and a takes a learn-at-your-own-pace approach for providing all the technical information, tools, and know-how you need
in order to become skilled at writing custom reports for Yardi Systems’ software.
Click Here To Learn More About The Video Series
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When a software selection project falls out of the sky and onto your plate, you need a strong heart, a sharp brain, and the courage to tackle the task. This is the book that provides all
three, and more. It is a clear and methodical map through the unclear and needlessly chaotic process of software selection.
Click Here To Learn More About The Book
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