White Mountain LLC: Yardi Voyager Commercial Implementation

“

Their team handled complex data conversions with precision, transforming our legacy data into clean, validated records in Voyager.

Aidan Bernheisel, Managing Partner, White Mountain LLC

About White Mountain LLC

White Mountain LLC is a commercial real estate investment and operating company based in Cambridge, Massachusetts, with leadership focused on Greater Boston and the surrounding suburbs. The firm operates with a disciplined, hands-on approach to commercial real estate, with attention to both underwriting and day-to-day operations.

That kind of operating model puts real pressure on the property management platform. Lease data, billing logic, financial imports, bank setup, and user access all have to work together, especially when a team is transitioning into Yardi Voyager Commercial and planning ahead for additional properties.

For White Mountain, this engagement was about building a commercial Voyager environment that could support the initial launch and stay flexible enough for wave 2 expansion.

The Challenge

White Mountain needed to stand up Yardi Voyager Commercial while moving years of property, lease, tenant, bank, and financial data into a clean live environment. The first phase had to get the commercial accounting and lease foundation right for go-live. The work then extended into follow-on configuration, inherited custom components, and wave 2 planning as additional properties were prepared for the platform.

Design and validate chart of accounts, charge codes, bank structures, and payment-processing details for a commercial Voyager environment
Migrate and validate property, unit, area, lease, billing contact, and tenant data without carrying legacy errors into production
Configure check signatures, user security groups, and core access rules so teams could operate confidently after go-live
Carry forward custom menus, tables, and report dependencies tied to inherited workflows
Keep go-live execution, cleanup work, and wave 2 onboarding coordinated without stalling project momentum

This was a commercial implementation where data quality, configuration detail, and project cadence all had to move together.

The BC Solutions Approach

BC Solutions approached White Mountain as a commercial implementation with heavy data work at the center. The team focused first on the accounting and configuration foundation, then on ETL cleanup and migration validation, then on go-live support and the follow-on work needed to bring custom functionality and additional properties into the new environment.

Phase 1

Foundation setup and implementation planning

Held kickoff and recurring implementation meetings with White Mountain and Yardi stakeholders to confirm environment needs and project timing

Reviewed chart of accounts, charge codes, property structures, banking setup, and commercial system requirements before major loads began

Prepared ETL templates and mapped the foundational data needed for commercial accounting, leasing, and bank setup

Used project planning calls to sequence data work, security decisions, and launch readiness in a practical order

Phase 2

Commercial data migration and ETL validation

Cleaned and loaded property, unit, area, lease, tenant contact, and billing contact data into the White Mountain Voyager environment

Transformed and validated trial balance, AR, bank, and related financial data needed for a reliable commercial launch

Diagnosed ETL issues, duplicate records, invalid statuses, and upstream data problems before they became production headaches

Validated commercial billing, recovery, and contact relationships so operational teams were not left fixing avoidable migration issues after go-live

Phase 3

Go-live readiness, security, and operational setup

Configured bank accounts, check signatures, payment-processing details, and user security groups required for day-one operations

Worked through charge-code validation, security deposit setup, and permissions so White Mountain could operate inside the new environment with less friction

Kept weekly client touchpoints moving so decisions around access, data validation, and go-live priorities did not stall

Supported live validation and issue triage as the implementation moved from planning into execution

Phase 4

Wave 2 expansion and custom workflow carry-forward

Planned wave 2 onboarding for additional properties, including new ETL pulls, financial preparation, and project-plan updates

Migrated custom menus, custom tables, and report dependencies so White Mountain did not have to rebuild every workflow from scratch

Adapted inherited commercial reports and table structures to new property lists and portfolio conventions inside the White Mountain environment

Stayed engaged for post-launch support, security updates, and additional configuration needs as the scope evolved

The Results

White Mountain ended up with more than a basic software install. The firm had a cleaner commercial Voyager foundation, validated legacy data across multiple workstreams, and a path to extend the platform into additional properties without recreating every workflow from zero. That made the initial launch more durable and gave the team a clearer runway for phase two.

✓

Commercial Data Migrated

Property, lease, tenant, billing, bank, and financial data were cleaned and validated for Voyager

✓

Go-Live Foundation Built

COA, charge codes, payment processing, check signatures, and user security were aligned for launch

✓

Wave 2 Underway

Project planning and ETL preparation continued beyond the initial implementation to support expansion

✓

Custom Tools Preserved

Custom menus, tables, and report dependencies were carried into the new environment instead of being abandoned

Why It Matters

The White Mountain engagement shows why commercial Voyager implementations depend on more than system access and a migration checklist. When lease, billing, financial, and security setup all intersect, the implementation team has to clean data, make practical configuration decisions, and keep the project cadence steady enough for the client to keep moving.

Commercial implementations succeed when cleanup happens before go-live.

White Mountain’s migration work was not just about moving data. It required cleaning statuses, validating billing relationships, correcting ETL issues, and checking financial structures before the live environment became the source of truth.

Accounting and lease setup have to move together.

Chart of accounts design, charge-code mapping, bank configuration, payment processing, and lease migration all affected whether the commercial platform would be usable after launch. BC Solutions treated those decisions as one connected system.

Wave 2 gets easier when custom components are reusable.

By carrying custom menus, tables, and report dependencies into the new environment, BC Solutions gave White Mountain a stronger base for additional properties and future workstreams.

Responsive project management builds confidence during implementation.

Structured check-ins, issue tracking, and fast follow-up on migration and security questions helped keep the implementation moving without long stalls between decisions.

Need help getting a commercial Voyager implementation over the finish line?

BC Solutions helps commercial real estate teams clean up legacy data, configure Voyager correctly, and keep launch plans moving from initial migration through follow-on expansion work.

Talk to an Expert View More Case Studies

White Mountain LLC

At A Glance