Julie Wells, Author at Saxony Partners

Customizing a Better Charge Capture System How Saxony Transformed Workflow Efficiency for a Physicians Group By the time this physician group first reached out to Saxony Partners, they had tried everything to improve their charge capture system. But none of the products available on the market were meeting their needs or adequately enhancing their workflow. So, they asked…

Improving Data Visibility How Saxony Revamped Reporting for an ACO Client An Accountable Care Organization reached out to Saxony’s healthcare team and asked for help solving a problem: they needed better data visibility. As their organization grew, reporting had become convoluted. And without access to the right analytics, they couldn’t make data driven decisions. Here’s how…

Yardi Business Process Review Are the internal processes at your business aligned with Yardi’s best practices? Are you sure? For many real estate companies, it can be a challenge to merge existing business processes with Yardi systems. Fortunately, our independent Yardi consultants at Saxony Partners can help your team fully integrate with Yardi software and…

Yardi Security and Compliance When was your last overhaul on your Yardi security setup? Are you doing everything in your power to protect your company’s and clients’ sensitive data? Many businesses don’t realize the full extent of compliance regulations for data until it’s too late. At Saxony Partners, our team of independent Yardi consultants can guide our clients…

Yardi Workflow Tips from Our Experts Workflows can make or break your level of efficiency within Yardi systems. When your workflow is running like a well-oiled machine, you can streamline invoices, payables, work orders, leasing, vendor setup, and so much more. But when your workflow experiences regular delays and complications, things can quickly go off-track…

On-site vs. Remote Yardi Training If your business is considering Yardi training to better optimize the use of your systems, weighing the pros and cons for bringing a consultant into your business or working with someone remotely is probably one of your top concerns. Which one is better for your business: on-site or remote Yardi…

Yardi Training Tips from Our Experts Approaching Yardi as a brand-new user can be intimidating. Yardi is such a robust and multifunctional platform with countless modules and tools to help you manage properties, create reports, and optimize countless other administrative tasks. Rather than diving into the Yardi platform headfirst and clicking buttons at random, we…

How to Un-Silo Your Data By nature, mortgage companies input data into numerous systems and servers every day. You may already realize that the data collected in your software and spreadsheets has massive untapped potential, but you may be unsure about how to access it and use it. The first step in that process is…

“Where Is Customer Data?” Financial Services firms struggle to aggregate, locate data. Mortgage companies can reap serious insights by accessing and analyzing their customer data. Such insights can help firms make the best possible decisions on behalf of their organization and their customers. In order to do this, they must be able to answer one…

Developing a Healthcare Data Strategy Before you begin devising a healthcare data strategy, make sure you visualize what you want to achieve by the end of the process. With such a never-ending stream of patient and billing data pouring into your healthcare organization, it might seem like an impossible task to try and wrangle it…

Posts by Julie Wells

Customizing a Better Charge Capture System

Improving Data Visibility

Yardi Business Process Review

Yardi Security and Compliance

Yardi Workflow Tips from Our Experts

On-site vs. Remote Yardi Training

Yardi Training Tips from Our Experts

How to Un-Silo Data

“Where Is Customer Data?”

Developing a Healthcare Data Strategy