Understand the current MRI environment
Long-lived MRI environments often contain configuration, custom fields, reports and operating practices that evolved over many years. Inventory what is actually used before designing a target conversion.
Separate active operational requirements from legacy structures that no longer serve the business.
- Active modules and functions
- Custom fields and codes
- Critical reports
- Interfaces and exports
- Historical-data requirements
- Document locations
Identify what the target system needs
A migration is an opportunity to simplify. Define the target operating model and reporting requirements before deciding how every legacy field should map.
Some source data should be transformed, summarized or archived rather than copied directly.
- Required target fields
- New coding standards
- Reporting dimensions
- Archive rules
- Conversion exceptions
Clean by business impact
Prioritize data cleanup based on what affects operations and financial reliability. A perfect historical database is not required, but active records and opening information must be dependable.
Use measurable quality checks rather than subjective cleanup.
- Active leases
- Resident and tenant records
- Vendor information
- Open receivables and payables
- Property structures
- Current documents
Reconcile financial information
Accounting conversion needs a documented relationship between source balances and target opening balances. Reconciliation should occur by entity or property at the level management requires.
Keep conversion entries and reconciliation evidence available after go-live.
- Trial balances
- Receivables
- Payables
- Deposits
- Bank and cash information as applicable
- Open-item detail
Test reporting and operational continuity
The migration is successful only if the company can run the business in the target environment. Validate reports and operating workflows in addition to the raw data.
Involve users who know the daily exceptions.
- Management reports
- Accounting outputs
- Lease workflows
- Maintenance information
- Vendor processes
- Security and access
Stabilize after cutover
Track issues by severity, ownership and business impact. A post-launch data issue may be a conversion defect, a target configuration issue or a misunderstanding of the new operating process.
Use the stabilization period to close the loop on each category.
- Data corrections
- Workflow corrections
- Reporting adjustments
- Training gaps
- Legacy-reference needs
Where Real Ops fits
Real Ops helps organizations plan and execute MRI migrations, including data preparation, mapping, validation, reporting continuity and transitions to or from Yardi, AppFolio and other platforms.