About Harbor Retirement Associates
Harbor Retirement Associates (HRA) develops and manages luxury senior living communities across the United States. Founded more than 22 years ago and headquartered in Vero Beach, Florida, HRA operates 19 communities across 8 states — offering independent living, assisted living, and specialized memory care under an "At Your Service" hospitality model.
Led by Chairman Tim Smick and President & CEO Sarabeth Hanson, HRA employs approximately 1,550 associates and serves residents from Florida and the Carolinas to Texas, Illinois, Connecticut, Delaware, and Wisconsin. Each community combines resort-style amenities — on-site dining, concierge services, fitness centers, and salon services — with personalized care coordination.
With 19 communities operating across 8 states, HRA's leadership needs reporting that works at both the community level and the portfolio level — and Yardi's standard reports weren't delivering either.
The Challenge
HRA was running Yardi across all 19 communities, but the out-of-the-box reporting couldn't keep pace with the operational and financial visibility their leadership team required. Key gaps included:
- Standard occupancy reports didn't align with how HRA tracked census data, leading to discrepancies between reports that should have matched
- No consolidated aging report existed that could break down AR by community with the formatting, color-coding, and status highlighting leadership expected
- Bad debt estimation required manual spreadsheet work — there was no Yardi-native tool to calculate exposure across the portfolio
- Concession tracking lacked burn-off visibility, making it difficult to project revenue impact as promotional rates expired
- Weekly occupancy and sales data had to be compiled manually, with no automated view of leads, tours, and deposits alongside census figures
- Dashboard reports broke after Yardi upgrades, requiring ongoing stored procedure maintenance and troubleshooting
HRA needed a reporting partner who could build the custom analytics layer that Yardi's standard platform doesn't provide — and maintain it as the environment evolved.
The BC Solutions Approach
BC Solutions embedded with HRA's operations team and began building a custom reporting suite that addressed each gap systematically. The engagement started with dashboard maintenance and evolved into a comprehensive development partnership spanning nearly three years.
Operational Reporting
Financial Analytics & Collections
Dashboards & SSRS Development
Data Migration & Platform Support
The Results
Over nearly three years, BC Solutions built and maintained a comprehensive custom analytics layer on top of HRA's Yardi environment:
15+ Custom Reports
Occupancy, census, aging, rent roll, concessions & more
SSRS Development
SQL scripting and RDLC report builds for production use
19 Communities
All reports built to work across the full portfolio
3-Year Partnership
Ongoing development, maintenance & support
Why It Matters
The HRA engagement demonstrates what BC Solutions delivers for multi-community senior living operators who need more from their Yardi environment than standard reporting provides:
Standard Yardi reports rarely satisfy senior living operators at scale.
With 19 communities across 8 states, HRA's leadership needed occupancy, census, and financial data presented in formats that matched their operational workflows — not Yardi's default output. BC Solutions built every report to work at both the individual community level and the consolidated portfolio level, with the formatting, filtering, and Excel export behavior that makes the data immediately actionable.
Bad debt estimation and aging require purpose-built tools.
The Bad Debt Estimator alone went through multiple spec cycles, AR analytic configurations, concession overlap handling, and QA rounds before delivery. The Aging Report for All Communities required color-coded status highlighting, community-level page breaks, and Excel-ready formatting. These are tools that don't exist in Yardi out of the box — and that generic reporting consultants rarely have the senior living domain knowledge to build correctly.
Custom dashboards need ongoing maintenance.
Yardi upgrades can break stored procedures and dashboard queries without warning. BC Solutions maintained HRA's custom dashboards across multiple upgrade cycles, fixing issues quickly and evolving the reports as HRA's operational needs changed — adding budget data, adjusting balance thresholds, and converting YSR reports to more reliable SSRS formats.
Data extraction expertise bridges platform transitions.
When HRA needed to move data from Yardi to PointClickCare for a community transition, BC Solutions wrote custom extraction scripts, mapped fields to PCC import templates, and validated the output — the kind of specialized work that requires deep knowledge of both the source and target systems.
Need custom reporting for your senior living portfolio?
Contact BC Solutions to discuss how we can build the analytics layer your Yardi environment is missing.