Yardi Kube Client Spotlight: Workuity
Introduction
Phoenix’s commercial real estate landscape has always moved fast — and the co-working sector moves even faster. For Workuity, a Phoenix-based co-working company with two thriving locations serving small and medium-sized businesses across the greater metro area, growth brought a familiar problem: the more the business scaled, the harder it became to manage operations intelligently.
President Philip Cohen knew that sustaining growth would require more than hustle — it would require the right infrastructure. He needed a property management platform that could unify operations, surface actionable data, and grow alongside his ambitions.
The Challenge: Fragmented Data, Manual Workflows, and a Ceiling on Growth
Before moving to Yardi’s Coworking platform, Workuity relied on a separate system that left critical gaps. The core problem wasn’t simply inefficiency — it was invisibility. Cohen and his team struggled to access the granular data they needed to make informed decisions about their locations, their members, and their revenue.
On the operational side, the contract and move-in process was fragmented and labor-intensive. Leases were signed via third-party tools like DocuSign, but that data didn’t flow back automatically — staff had to manually re-enter information into the property management system. Signed agreements were scattered rather than centralized, making it painful to look up original terms when issues arose.
For a business built on member experience and operational agility, these friction points weren’t just inconveniences — they were growth limiters.
“Some of our biggest challenges were just getting the data that we needed to make intelligent decisions.” — Philip Cohen, President, Workuity

The Solution: One Platform. From Lease Signing to IT Support
Workuity made the switch to Yardi Kube with a clear-eyed rationale: Yardi’s reputation as a heavyweight in commercial real estate meant instant credibility, a commitment to continuous product evolution, and confidence that the platform would scale as the business grew.
The platform consolidates what would otherwise require multiple vendors into a single operational hub. Key capabilities Workuity adopted include:
1. Yardi Y Sign (E-Signature Integration) Replaced third-party DocuSign workflows. Leases are now signed, captured, and stored directly within the platform — eliminating duplicate data entry and centralizing agreement history in one place.
2. Member Portal & App Members self-serve for meeting room bookings and account management. The portal sees strong adoption; Cohen is actively working to drive greater mobile app usage across the membership base.
3. Integrated Reporting & Budgeting Amenity-level and sector-level revenue reporting gives the leadership team a clear view for financial planning and annual budgeting — replacing guesswork with grounded forecasts.
4. Unified IT & Property Management Both property operations and IT infrastructure are managed through Yardi — meaning Cohen’s team has a single vendor relationship for support across both critical functions.
“Not only is our property management system on your platform, but so is our IT. Having one place to go for both if you need help is really easy — I don’t have to go to different vendors.” — Philip Cohen, President, Workuity

The Results: Faster Operations, Smarter Decisions, and a Partner Invested in the Outcome
Five-plus years into the relationship, the impact of Yardi Kube at Workuity is woven into the fabric of daily operations. The most measurable wins center on time, data quality, and member experience.
Key Outcomes at a Glance
| Metric | Result |
| Years on platform | 5+ with continuous adoption |
| Vendor relationships for PM + IT | Consolidated to 1 |
| Duplicate data-entry steps in lease workflow | Eliminated |
| Signed agreements access | Centralized and always on hand |
The introduction of Y Sign alone removed a multi-step manual process — cutting out the DocuSign-to-Yardi re-entry loop and creating a single source of truth for every member agreement. Cohen’s team can now pull up any original contract instantly, a capability that pays dividends repeatedly as membership terms evolve.
Reporting has also matured meaningfully. Workuity now operates with amenity-level and sector-level breakdowns that directly inform annual budget planning.
A standout support example: When a technically complex member setup arises, Cohen’s team can loop in Yardi’s support team to speak directly with the member’s IT staff — navigating technical handoffs that would otherwise require Cohen to bridge a significant knowledge gap. Yardi acts, in his words, “almost like an interpreter” — then debriefs Cohen on exactly what he needs to do on his end to close out the setup.
“They have a very ‘yes’ attitude. Whatever we need, they’re there to help. I call it a heart of hospitality — and Yardi definitely has that. It helps me create that same experience at my centers.” — Philip Cohen, President, Workuity

Conclusion: A Trusted Partner, Vested in Workuity’s Success
For co-working operators navigating growth, the instinct is often to add more tools. Workuity’s experience suggests the better move is to go deeper with fewer — choosing a platform built for the long haul, backed by a team that treats client success as their own metric.
The lesson is straightforward: operational infrastructure should compound in value over time, not create new complexity. Yardi Kube’s continuous evolution — including the upcoming V20 release that Cohen is already tracking with anticipation — signals a partner committed to keeping Workuity at the cutting edge of what’s possible.
As Cohen looks ahead to continued growth across the Phoenix market, the platform that’s carried Workuity since 2019 remains central to where they’re going next.
“They are a trusted partner, and they’re vested in our success. They work within our goals — and at the end of the day, we’re both happy about it.” — Philip Cohen, President, Workuity