Our Work

From Legacy to Leading-Edge: How Keystone Property Management Upgraded Its ERP and Customer Portal

Overview

About Keystone Pacific Property Management

Keystone Pacific Property Management helps HOA boards and members reconnect to where they live. Serving communities across California, Colorado, and Iowa, Keystone provides HOA and community management with a personal touch. Their online portals give homeowners and board members the tools they need to stay informed, submit maintenance requests, and manage daily operations with confidence.

Industries

Property Management, ERP Modernization, SaaS

Technologies

ASP.NET, MVC 5, Microsoft SQL Server, SQL Server Reporting Services, C#, JavaScript, Telerik Kendo for MVC, Integrations via API, ODBC, SOAP

Services

ERP Integration, Custom Portal Development, UI/UX Modernization, Secure Data Architecture

Challenge

Keystone was faced with a significant challenge: its legacy property management ERP system had reached the end of its life, with no capacity for upgrades or enhancements. However, due to the extensive scale of Keystone’s user base and the complexity of its data, the ERP migration had to be implemented in phases.

A key hurdle was the existing customer portal. Rebuilding it to accommodate both the old and new systems during the phased transition would have substantially increased both timelines and costs. On top of that, the portal’s outdated technology made it difficult to use and uninviting for single- and multi-role users alike.

Designing the Solution

Ticomix worked closely with Keystone to develop a phased integration strategy that would allow the old and new ERP platforms to operate in parallel with zero disruptions to customers.

Key design goals included:

Dual-system compatibility: Enable the portal to communicate with both ERP systems during the transition.
Modernized UI/UX: Create an intuitive and clean experience that works for both casual users and power users.
Layered feature access: Provide the right level of functionality to different user roles based on system endpoint.
Data efficiency and security: Use centralized data storage only where necessary to ensure fast performance and minimize risk.

Developing the Solution

Ticomix built a fully modernized customer portal with a seamless connection to both ERP systems, ensuring the business could maintain continuity while advancing its technology infrastructure.

Seamless dual-ERP integration: The data layer was engineered to bridge both ERP systems with layered support for legacy and modern data sources.
User-friendly portal design: A modern interface was designed for all user levels; simple for general users, robust for administrators.
Secure data transmission: All sensitive data is encrypted and transmitted securely with no unnecessary local storage.
Back-end management tools: A full administrative portal allows user impersonation, activity tracking, and maintenance lockout functionality.
Optimized performance: Where possible, data is read dynamically across systems without duplication or delays.

Results

Smooth transition: The new system allowed Keystone to migrate to its new ERP platform in phases without disrupting user access.
Improved user experience: The updated portal delivered a clean, intuitive interface that improved usability for all user types.
Rapid development: Existing functionality was translated wherever possible to accelerate development and reduce the need for function redesign.
Secure architecture: Transactions are handled securely with minimal local storage, reducing compliance and breach risk.
Operational control: Admins can manage user access, monitor activity, and maintain system stability with new backend tools.

Ticomix empowered Keystone to upgrade its ERP system and modernize its customer-facing platform without compromising on continuity, security, or user experience. The result is a robust, flexible, and future-proof system that not only streamlines daily functionality but also plays a vital role in Keystone’s commitment to helping clients “Do HOA better.”

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Ticomix builds custom software, modernizes legacy applications, and integrates AI to help businesses thrive.

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