When your client’s big deals depend on it. Lennard is a quickly growing commercial real estate company that needed to find a better way of recording and tracking deal information. Having opted for an off-the-shelf solution that soon proved insufficiently flexible, they first enlisted us to optimize the system but then asked us to rebuild it to deliver the streamlining and visibility their business urgently needed.
We had to be nimble.
Lennard learned early on in our engagement that their existing system would no longer be supported. Suddenly, our project to help them optimize shifted to help them rebuilding and the scope of our research expanded. On site, we did full walk throughs of all their business processes and took away examples of reports they were trying to produce digitally but didn't yet have the capability to do. Off site, we did a complete system review to determine what was working for them and what wasn’t. Our biggest challenge was to reverse engineer a third-party solution.
Our process was impressive.
That’s what Lennard told us. We returned to them with a priority list of customizations we could make to their current system to improve workflows and create automation. We also recommended incorporating add-ons such as Microsoft Power BI and Excel to introduce a new layer of functionality. To overcome any doubts about the viability of our proposals, we launched a pilot project that established proof of concept.
What used to be in several places is now in one online location.
We custom built a Salesforce solution with add-ons that amalgamates broker, production and deal information. Accessing and updating data and generating reports, previously a laborious, time-consuming process, can now be achieved at the click of a button in real time. Lennard now has better visibility into the performance of their business in a more streamlined and efficient way.
How do you spell “icing on the cake”?
As a proprietary solution, our database comes without the ongoing licensing fee that Lennard had been paying for a less capable product. But that is only half of it. Lennard tells us that under the old system they would have needed to add people to manage their quickly growing portfolio of transactions. With the efficiencies of our system, new hires have been unnecessary. We’d call that a big deal, and a win.