Displaying items by tag: financial management
Online real estate accounting innovation
Migration to online accounting at the Historic Hamm Building
Several years ago, the firm that Kristel served needed to update it's real estate accounting application and work flow.
The legacy package was getting hard to use, the updates were expensive, the the help desk a bit hard to work with.
Kristel sought and found Appfolio, a light but powerful online system.
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In order to learn fast and help the local team adjust to the transition, Kristel sought and engaged Alex Harleen as a set-up and training consultant (This email address is being protected from spambots. You need JavaScript enabled to view it.). Though Alex was in distant San Francisco, the workflow was seamless. In a period of about 6 months the accounting system was migrated to AppFolio.
The timing could not have been better. After the migration, COVID 19 set in and the business processes had to adapt to remote work. The wave of the future saved the day.
