Before transitioning to AppFolio, Southwest Property Management had to do a lot of tasks manually and struggled with outdated, disjointed systems. This led to inefficiencies, inaccuracies, and frustration. Amanda shares:
“AppFolio has solved a lot of issues we were having using TOPS Pro and Strongroom for our AP processes. AppFolio’s universal navigation and user-friendly programing have really helped us. We’re having fewer technical difficulties and have had great technical support. AppFolio just feels like a newer system. I was very excited when I saw AppFolio — it looked promising and had everything we needed under one platform.”
With so much data to migrate and so many processes to implement, onboarding and learning new software can be challenging for any business. While the team at Southwest’s experience in transitioning to AppFolio wasn’t without the occasional hiccup, they felt like they had the dedicated support and partnership they needed every step of the way. Amanda shares:
“It was a lot of work, but the AppFolio onboarding team put in a lot of work right there with us, and we learned together. AppFolio was great in helping us make sure our data was accurate and secure. Throughout the implementation process, we had weekly meetings so that we were all on the same page. There was so much support. I know it wouldn't have gone that smoothly without the amount of support that AppFolio provided.”
Since switching to AppFolio, the team at Southwest has been able to move away from paper-based processes and digitize many of their business-critical workflows. As a result, they are able to save time, increase productivity, and provide a better experience to their homeowners, board members, and teams. Bryan goes into more detail:
“Our biggest goal has really been to get our systems internally to where there's less paper and more things handled digitally. So, it's really getting our operation to deliver the service our customers expect — to make it consistent and easy and cut down on all the back-and-forth paperwork that we have. AppFolio has really helped us to move away from paper-based processes. We’ve grown quite a bit over the last few years, but anytime you do that, you have to catch up with your operational fortitude, and that's what we've been doing.”
Along with shifting customer expectations, employees’ needs have shifted in recent years. They want more flexibility and tools that streamline work, among other things. As a result, it’s more difficult to find and retain great talent across the association management industry. Southwest has been able to keep up with the changing needs of employees and offer the team remote working options with AppFolio. Bryan goes into more detail:
“One thing that helps us attract new team members is that our association managers and some of our bookkeepers can work remotely. Before, because we didn’t have a cloud-based system, it wasn’t an option. AppFolio gives us mobility and flexibility. Our teams can complete tasks from anywhere. We have the possibility for remote work where we didn't before.”
When you have a technology partner that puts your business needs first and evolves alongside the industry, you have more time to devote to bigger picture initiatives. This is evidenced by the team at Southwest Property Management.
Since day one, Chelsea knew she'd need a solution that could scale with her vision and give her time back to focus on more meaningful work.