CAM Recovery Set-Up & Tenant Sales Data Project: Yardi Genesis 5.5.05 - Case Study

Sep 16, 2026

Uploaded by Eden

A case study detailing how a finance and accounting team at Barnett Interests needed support implementing Yardi Genesis 5.5.05 for CAM Recovery Cost Pool setup and tenant sales data. The client lacked familiarity with the system and relied on manual workflows, while concerns about security protocol breaches made onsite consultation a priority. The consulting team created a Yardi help manual and templates, replicated the CAM Recovery template, and implemented updates onsite to complete data entry on time and eliminate manual processes.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages3

Reading Time1 min

AccessFree to download

Objective

Solution

Results

Client Speak

An Apex Group company CAM Recovery Set-Up & Tenant Sales Data Project: Yardi Genesis 5.5.05 ® An Apex Group company . was founded in 1989, and is headquartered in Plano, Texas. They are a retail property management company who generate healthy revenue annually. Client Fact Sheet: Number of Employees: 100+ Headquarters: Plano, TX Industry: Real Estate Investment/Financial Planning Objective Barnett Interests’ Finance and Accounting department needed assistance with their new Property Management System, Yardi Genesis 5.5.05. They were not familiar with the latest Yardi system nor did they have experience with utilizing the system to its fullest potential. Consequently, they were forced to perform several functions manually. Their team was tasked with setting up CAM Recovery Cost Pool details as well as tenant sales data within Yardi. Additionally, Barnett Interests Inc. was faced with potential security protocol breaches, in the event remote access to the system was granted. With limitations set on their protocol, their need for onsite consultation and implementation became the top priority. Solution Retransform had already been selected to help facilitate the project in Yardi Genesis 5.5.05, however, they were tasked to resolve the potential security breach as well. First, Retransform’s Senior IT Consultant and our o I n c shore CAM Reconciliation team derived a game plan for the setups within Yardi Genesis 5.5.05. This led to the creation of a Yardi Genesis 5.5.05 Help Manual. This manual provided step- by-step (screen shot visuals) instructions on how to use the system which was retained by Barnett Interests Inc. for future reference. Retr ansform’s CAM reconciliation team was able to replicate the Yardi CAM Recovery template and develop a custom template for Barnett Interests’ use. To avoid a Security Breach, the Senior IT Consultant went to the Barnett o ces and used the templates and manual created to implement and update the recovery setup and tenant sales data in Barnett Interests’Yardi system. Results The Senior IT Consultant implemented the setups, completed the data entry and ultimately nished the project on-time and without issue. This resulted in the elimination of several manual processes, an increased eciency in the CAM Recovery billing process for Barnett Interests Inc., an increased cdence in the accuracy of their data and ultimately, a greater working knowledge of their Yardi system. Client Speak “I am very happy with the setup and data entered by Retransform’s IT Support team. Their lead came on-site without any hiccups and made this project a success!” –Linda Williams from Barnett Interests, Inc. An Apex Group company

FAQs

What was the main objective of the project in Yardi Genesis 5.5.05?

To set up CAM Recovery Cost Pool details and tenant sales data in Yardi Genesis 5.5.05 so the client could reduce manual work and use the system more effectively.

What security concern influenced how the project was delivered?

Potential security protocol breaches if remote access to the system were granted, which made onsite consultation and implementation the priority.

What results were achieved after the onsite implementation?

On-time completion, elimination of several manual processes, improved efficiency in CAM Recovery billing, higher confidence in data accuracy, and increased working knowledge of the Yardi system.

Sep 16, 2026

Uploaded by Eden