Real Estate
Process automation to reduce admin hours while retaining clients
- Location
- Ontario, Canada
- Year
- 2017
- Engagement
- Profitability Improvement: Reporting & Automation
The problem
Newly acquired from sole proprietorship to company scaling-up. Highly manual and required owner input for most processes. Required standardization and automation while maintaining customer satisfaction.
Our approach
Our team guided post-acquisition integration. We rebuilt master data log to facilitate automation and digitization of operations. We outsourced maintenance functions to third-party provider to improve quality and reduce work requirements.
Measurable impact
95%+
Near-seamless transition, retaining 95%+ of clients
Real Estate
Measurable impact
–75%
Reduced administrative hours by 75%
Real Estate
Case snapshot
Company met profitability and cashflow goals sooner than expected
Real Estate