Their consultants have demonstrated a strong understanding of how investment accounting and construction development intersect in Voyager, which is a rare combination.
Kelly Lanier, Director of Accounting, Woodfield Development LLC
About Woodfield Development LLC
Woodfield Development LLC is a multifamily developer and investment operator headquartered in Charleston, South Carolina. Since 2005, the firm has developed more than 60 communities across the Eastern Seaboard and Texas, with a model that blends investment execution, development oversight, and construction coordination.
That kind of operating environment puts real pressure on Yardi. Investment accounting, construction job cost, vendor workflows, draw processes, and historical project data all have to line up inside one system if finance and development teams are going to rely on it day to day.
For Woodfield, this engagement focused on making Yardi Voyager support both the investment side and the development side without forcing the team into disconnected workarounds.
The Challenge
Woodfield needed help across multiple Yardi workstreams at once. The team was working through historical conversions for Embassy Row and Zero Alston, investment accounting setup, construction draw and job cost questions, vendor and Procure to Pay decisions, security cleanup, and user training. The work centered on getting interconnected finance and development workflows to behave correctly inside one Voyager environment.
- Convert historical QuickBooks-based project data for Embassy Row and Zero Alston into Yardi without losing the detail needed for reporting and review
- Align investment accounting rules with construction job cost and draw request workflows inside Voyager
- Resolve GL mapping, account-structure, and capital-transaction issues affecting IA accuracy
- Refine vendor list setup, VendorCafe and Procure to Pay planning, and role/menu security for operational teams
- Train Woodfield staff on A/P, invoice workflow, draw process, and daily system usage while open items were still being worked through
This was a high-touch blend of data conversion, accounting design, process cleanup, and hands-on enablement for a development team moving deeper into Voyager.
The BC Solutions Approach
Over a multi-phase engagement beginning in late 2025, with Anne Edmond serving as the lead consultant, BC Solutions approached Woodfield as an investment-and-development Voyager buildout. The team moved between data conversion, IA design, construction workflow setup, security review, and training as priorities shifted, while keeping the open-item list moving with both client stakeholders and Yardi.
Data discovery and project conversion prep
Investment accounting and job cost alignment
Security, vendor, and workflow enablement
Ongoing support and open-item resolution
The Results
As the engagement progressed, Woodfield gained a stronger Voyager foundation for both investment accounting and development operations. Historical project data had been converted, draw and job cost workflows were better aligned with accounting needs, training had reduced friction for daily users, and the team had a partner willing to stay involved as open items evolved instead of treating each issue in isolation.
2 Project Conversions
Embassy Row and Zero Alston historical data were prepared and brought into Yardi workflows
IA + Job Cost Aligned
Investment accounting, capital transactions, A/R, and draw-process logic were reviewed together
Training Delivered
A/P, invoice, draw-process, and micro-training sessions supported day-to-day adoption
Vendor + Security Refined
Permissions, vendor data, and workflow decisions were cleaned up for smoother operations
Why It Matters
The Woodfield engagement shows why development-focused Yardi work is different from a simpler go-live. When investment accounting, construction workflow, vendor processing, and historical conversions overlap, the implementation team has to understand how those pieces affect each other and keep the project moving while decisions are still being made.
Investment accounting and development workflows have to coexist.
For developers, Yardi cannot be set up as if construction and investment activity are separate worlds. Woodfield needed those processes to connect inside one environment so accounting and project teams were not forced into parallel workarounds.
Historical project conversions need more than file mapping.
Embassy Row and Zero Alston work required interpreting source data, correcting gaps, and preparing uploads that could support live reporting rather than simply moving balances from one system to another.
Training matters while the system is still taking shape.
A/P, draw, invoice, and micro-training sessions helped Woodfield adopt new workflows even while configuration details and open items continued to evolve.
Steady issue management protects implementation momentum.
Weekly reviews, vendor and security cleanup, and ongoing coordination with Yardi prevented unresolved items from turning into larger launch delays.
Need help connecting investment accounting, job cost, and Yardi operations?
BC Solutions helps real estate developers and investment teams clean up legacy data, configure Voyager around real workflows, and keep finance and development operations aligned as the platform evolves.