A Vertically Integrated Real Estate Firm

Case Study

A Vertically Integrated Real Estate Firm

This client was recognizing “growing pains” with access to data across the organization, critical to decision-making. Among the growing pains was technology debt and aging infrastructure.

Cortado recommended a multi-phase series of solutions – Data Governance Strategy, Master Data Policy, Data Lake repository, Enterprise Service Bus Tool Selection, and finally endpoint improvements and source databases data structure alignment.

Company’s *Challenge*

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• Moving target for data management with new systems Large enterprise-wide culture of tribal knowledge
• Lack of Executive alignment on vision for the future
• Legacy custom applications required deprecation
• Business Operations segmented across verticals.
• Over 120 applications in use across the org

Cortado Group *Results*

• Seamless Data transfer between CRM – ERP- HRIS Systems
• Improved Data Model enabling Business Intelligence Dashboards
• Master Data Management Governance provided 99.6% critical Data Accuracy
• Annual Budgeting for GTM teams reduced from 9 to 4 weeks with new real time reporting and attribution
• Customer onboarding improved delivery time by an average of two weeks and gained visibility into 15 new KPI
• Construction Team realized a 12% YoY increase in revenue due to improved visibility in sales pipeline

Cortado Group *Solution*

• Technology Stack Assessment
• Project Backlog
• SFDC Steering Committee
• SaaS solution
• RevOps Technical Architecture

• Technology Stack Assessment yielded the selection of sanctioned systems and allowed for consolidation of 25+ Applications
• A holistic project backlog created prioritization mechanism
• Implemented an SFDC Steering Committee enabling unified executive alignment
• Deprecated a legacy custom application with SaaS solution reducing maintenance burden by 80% With the new solution in place
• RevOps Technical Architecture documentation allowed for the tight integration between HRIS and CRM system and streamlined resource allocation for customer projects.

Solutions Provided

• RevOps Advisory
• Business Intelligence Solution
• Data lake and API Design
• CRM Redesign
• Customer Onboarding Program Design
• B2C Sales and Marketing Integration
• Custom Operating Platform Design

Key Insight

Construction Team realized a 12% YoY increase in revenue due to improved visibility in sales pipeline