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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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Real Estate Software Customization and Optimization Services
Lupine Partners can help you get the most out of your software. Along with software selection & implementation we offer customization services such as custom report writing,
data conversion services, training and a host of other services.
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Real Estate Software Vendors
We've worked with the best and the brightest in the Real Estate Software industry.
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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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A successful software implementation is comprised of two equal parts – the software evaluation and then, the subsequent migration to the new product. To be successful, one can’t live without the other.
For example, if you choose the best product for your organization, but botch the software implementation – has anything worthwhile happened? Answer: No. Similarly, if you choose the not-best software product for your company and execute the software implementation flawlessly – has anything worthwhile happened? Once again the answer is ‘No’.
Much of the planning for the software implementation mirrors that of the software evaluation. You need the same sort of project infrastructure…but this time you will be considering the very-real need of keeping your existing system running while you build/implement the new one. Think of it as building a highway. The first thing the construction crew builds or considers is the temporary road to be used by motorists while the new road is being constructed. The same is true with software migrations.
One of our core services is the management of implementation projects. A summary of our
implementation approach is as follows:
- Obtain consensus on the project scope and implementation approach.
- Hold module setup meetings with the client. Make and document decisions regarding the system setup and conversion of data.
- Arrange with the software company to provide an initial training with key users. Additionally, arrange with the software
company to provide end-user trainings close to the time of 'going live'.
- Marry the detailed implementation workplan with a weekly project status report that is delivered every Friday. Hold
status meetings as necessary.
We create a custom implementation plan for clients converting to a new software program. Our
typical approach is as follows:
Day 1
- Meet with the implementation team and give them an overview of the process
- Conduct interviews (either individually or as a group) to determine timeframes, modules to be implemented, and other needs
specific to the client.
Days 2 and 3
Using templates created over the years, create the following documents:
- Project Scope
- Project Implementation Approach
- Detailed Project Workplan
- Issues Log
- Status Reporting Methodology
Day 4
- Conduct implementation kickoff meeting
- Discuss 'Why Projects Fail'
- Reach consensus from project team on Lupine's approach
- Agree on short-term going forward tasks
Often times this service rolls directly into our serving as project managers and/or implementers on the software
implementation.
Other areas to be considered while planning your software implementation are the data conversion, reporting, and training ramifications of the software implementation. All of these areas are discussed on the Lupine Videos page.
Frequently Asked Questions for Software Implementation Projects
How much transactional history should be converted?
Should these software implementations have an in-house, internal project manager or an external, for-hire project manager? Or both?
What should the software company’s role be during the software implementation?
Are canned software implementation work plans available for purchase?
Do you recommend a manual data entry process for data conversion or an electronic approach?
Our company is concerned with our operations grinding to a halt while this software implementation effort is going on. What do you suggest?
Have you ever participated in a software implementation that failed?
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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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