THE VISIONARY CONSULTANTS

Value Proposition Canvas

How what we build maps to what our customers actually need — one canvas per segment. Use it to keep messaging, the website, and outreach pointed at real jobs, pains, and gains.

How to read it: The right side (circle) is your customer — the jobs they're trying to get done, the pains that get in the way, the gains they want. The left side (square) is us — our products, how we relieve those pains, and how we create those gains. A strong fit means each left box answers the box across from it.
Square = Value Map (what we offer) Circle = Customer Profile (what they need) ↔ Rows are aligned so each left box faces the customer box it answers
1

Yardi / Affordable-Housing Operators

Primary lane · property management & affordable-housing teams running Yardi Voyager in compliance-heavy operations (HUD, NYCHDC, LIHTC/AMI).

Value Map — The Visionary Consultants
Customer Profile — the operator

📈 Gain Creators

  • One live dashboard the whole team trusts — in their brand, on their own Yardi data
  • Results go live the moment testing is done
  • Frees the team from the month-end grind for higher-value work
  • We stick around — managed support, not sell-and-disappear

🎁 Products & Services

  • Roadmap — paid discovery + a prioritized plan
  • Custom Yardi SQL & compliance reports (HDC rent rolls, RTP-8, recerts)
  • Live dashboard built on their Yardi data
  • Automated Microsoft 365 / Excel workflows
  • Managed Support — kept running & updated

💊 Pain Relievers

  • We produce the agency reports for you — and keep them compliant when forms change
  • Sit on top of Yardi/Excel: no rip-and-replace, nothing exported
  • Automate the manual month-end rebuild and catch errors before agencies do
  • Hands-on experience across 12,000+ units — we speak compliance
  • Transparent, up-front pricing; start small with a low-risk Roadmap
↔
Fit

🙂 Gains

  • Agency-ready submissions produced for them, kept compliant when forms change
  • Hours back every week and a calmer month-end
  • One real-time view of portfolio performance for leadership
  • Confidence walking into an audit

✅ Customer Jobs

  • Produce required compliance reports (rent rolls, RTP-8 renewals, recertifications)
  • Keep certifications & AMI/subsidy data accurate and audit-ready
  • Close month-end reporting on time
  • Track unit/resident data across Yardi + spreadsheets
  • Look competent & compliant to agencies and ownership

🙁 Pains

  • Days lost rebuilding the same reports by hand every month
  • Data trapped in Yardi and scattered across spreadsheets
  • Errors that risk compliance findings or penalties
  • Forms change and break the whole process
  • Consultants who over-charge or deliver shelfware they never use

Messaging takeaway

“Your agency reports — produced for you and kept compliant when the forms change — plus one live dashboard on your own Yardi data. Built by people who’ve run 12,000+ units.”

2

Excel / Microsoft 365 Data Teams

Second lane · operations, finance & program teams at SMBs and social-services orgs living in spreadsheets and M365.

Value Map — The Visionary Consultants
Customer Profile — the data owner

📈 Gain Creators

  • One live dashboard that runs itself — real-time visibility for leadership
  • Workflows that quietly do the repetitive work in the background
  • Instant results once it’s live; fast because it’s smart
  • We keep it running and improving over time

🎁 Products & Services

  • Roadmap — paid discovery + a prioritized plan
  • Custom dashboards built on their Excel / M365 data
  • Automated workflows across the Microsoft suite
  • Data cleanup & connecting the trackers they already use
  • Managed Support — kept running & updated

💊 Pain Relievers

  • Automate manual entry and repetitive tasks
  • Connect the systems they already use — built on M365, nothing replaced
  • Catch errors automatically instead of hunting for them
  • Low-risk Roadmap start with transparent, up-front pricing
  • Adoption-first: we build what they’ll actually use
↔
Fit

🙂 Gains

  • Clean, connected data across the tools they already use
  • Workflows that run themselves and free up capacity
  • One real-time dashboard instead of stale spreadsheets
  • More time for actual work, less firefighting

✅ Customer Jobs

  • Pull together recurring reports from spreadsheets & M365
  • Track program / operational / financial metrics
  • Keep data entry accurate and current
  • Give leadership real-time visibility
  • Cut repetitive manual tasks

🙁 Pains

  • Manual data entry and error-prone reports
  • No single source of truth or real-time view
  • Repetitive tasks eating the team’s capacity
  • Spreadsheets break; version chaos
  • Tried consultants — paid too much or never adopted what they bought

Messaging takeaway

“Turn the spreadsheets you live in into one live dashboard your whole team trusts — connected to the M365 tools you already use, with the manual work automated away.”