EPMEPM: Ask The Expert

How to effectively switch software platforms without losing data

Expert property management coach Heidi Walkinshaw of Real+ explains how to seamlessly fine tune a new software platform to ensure your data is safely transferred

Q: We are about to integrate to a new trust platform. How do we make it as seamless as possible?


A: Every week it seems that we are having discussions with property management teams who are trying to make key decisions around which software program they would like to move to.

There are a lot of choices out there.

While that choice may not be simple, one factor in your control, even if you stay with the same software program, is the health of your data.

When you do switch to a new software package, you can make life easier if you ensure the data in your current program is as clean as possible.

This includes having all of the relevant information about the client, property and tenant entered and updated.

Usually, if there are challenges with software integration, it could be that key data points are missing from the information transferred.

Remember, the data you have on file is only as good as how it is entered into the system.

Data is queen, and as we head into the future, it will be the greatest asset you can have.

Fine-tuning data now could save you time, productivity and profit later.

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