What we value about BC Solutions is their combination of patience and precision. They take the time to understand what we need, explain their recommendations clearly, and deliver configurations that work correctly the first time.
Jeramie Hnot, Chief Financial Officer, Ashton Gray LLC
About Ashton Gray LLC
Ashton Gray LLC is an Oklahoma City-based real estate development and investment organization with a focus on healthcare-anchored retail and commercial real estate. The firm operates across multiple markets and supports both development activity and investment operations through a growing portfolio of medical retail assets.
That model creates a complex operating environment. Investment teams need entity data, opportunity pipelines, debt information, reporting packages, lease activity, and property-level accounting to stay aligned. For a platform like Ashton Gray, Yardi Investment Management has to support the capital side of the business while staying connected to the commercial Voyager foundation.
For Ashton Gray, the work centered on building a more dependable Yardi foundation for investment management, forecasting, reporting, security, and ongoing finance-side support.
The Challenge
Ashton Gray was expanding how it used Yardi Voyager across investment, reporting, and finance workflows. The team needed help translating business process decisions into clean system configuration while keeping multiple workstreams moving: security groups, lease and prepaid ledger setup, Forecast Manager, Debt Manager, Investment Manager, custom account trees, 1099 support, and ETL work.
- Design user security groups and permissions that matched Ashton Gray's workflows across test and live environments
- Work through lease type, prepaid ledger, and business process review questions tied to commercial Voyager setup
- Support Forecast Manager and Debt Manager implementation steps alongside Yardi-led training and configuration sessions
- Lead Yardi Investment Manager setup, including entities, contacts, opportunities, milestones, and access issues
- Create and refine account trees, custom financial reporting outputs, 1099 workflows, and ETL imports needed by the finance team
The challenge was coordination. Ashton Gray needed a Yardi partner who could move between configuration, accounting logic, reporting, and investment workflows without treating each request as an isolated ticket.
The BC Solutions Approach
Beginning in August 2025, BC Solutions supported Ashton Gray through a multi-month engagement that combined process review, hands-on configuration, weekly project coordination, and targeted reporting and data work. Anne Edmond led the Investment Manager effort while the broader engagement moved across forecasting, debt, security, reporting, and data setup needs.
Business process review and security foundation
Forecast, debt, and facility module support
Investment Manager implementation
Reporting, account trees, and finance support
The Results
Ashton Gray gained a more coordinated path for using Yardi across its commercial real estate and investment management workflows. Security, reporting, module implementation, entity setup, contacts, and finance support could move together instead of creating separate workarounds across disconnected tools.
9-Month Engagement
Implementation, reporting, and ongoing support delivered across multiple Yardi workstreams
Investment Manager Progress
Entities, contacts, opportunities, milestones, and access issues advanced with guided setup
Reporting Foundation Improved
Account trees and custom financial outputs were refined for finance team review
Security & Data Support
User groups, 1099 workflows, contacts, and entity imports received practical follow-through
Why It Matters
The Ashton Gray engagement shows why investment management work in Yardi needs both system knowledge and accounting context. When portfolio visibility and investment workflows intersect with ownership structures, contacts, entities, forecasts, debt, and reporting, the implementation partner has to understand how configuration decisions affect the finance team downstream.
Investment workflows depend on clean entity and contact data.
Investment Manager setup only works when entity structures, contacts, opportunities, and milestones are organized well enough for the team to use them consistently. Ashton Gray needed configuration and ETL support that respected that dependency.
Security design shapes whether teams can actually adopt the system.
Access issues and permission gaps slow down adoption. BC Solutions helped Ashton Gray design and refine user groups so the right stakeholders could work inside the platform with fewer blockers.
Reporting work has to connect back to accounting logic.
Custom financial reports and account trees are only useful when the underlying structure matches how finance reviews performance. Ashton Gray's work required account-tree refinement, report output validation, and practical finance-side follow-up tied to capital-side accounting workflows.
Capital-side Yardi work benefits from one coordinated partner.
Ashton Gray's needs moved across Forecast Manager, Debt Manager, Investment Manager, custom reporting, and ongoing support. Keeping those workstreams coordinated helped the team move forward without losing context between modules, which is also why real estate investment accounting software decisions need to be evaluated around workflow fit rather than generic accounting features alone.
Need Yardi to support your investment management workflows?
BC Solutions helps commercial real estate and investment teams configure Yardi Voyager, Investment Manager, reporting, security, and data workflows around the way their portfolios actually operate.