ABOUT CLIENT
As a leading entity in real estate financing, our client has been a beacon of innovation and success, funding over $1 billion in loans. Their astute investment strategies and robust financial services have etched their name as a powerhouse in the real estate domain.
ZELAR ROLE IN PROJECT
- Zelar revitalized the client’s data management, introducing a standardized framework and seamlessly migrating from Excel to Google Sheets. Dynamic, real-time reports in Google Data Studio with custom visualizations aligned with real estate indicators were engineered. Demonstrating viability through a proof of concept, Zelar established data pipelines, automated reporting, ensuring accuracy, and minimizing manual efforts.
THE CHALLENGE
- Client’s vast data, gathered in disparate Excel files, was a growing concern. The lack of a centralized data system led to inefficiencies, risking data integrity and agility in decision-making, crucial for their investment strategies.
THE SOLUTION
- Zelar revamped Client’s data management and business intelligence infrastructure.
- Implemented a comprehensive data standardization framework for normalized datasets.
- Automated migration from Excel to Google Sheets for seamless, loss-free data transfer.
- Engineered dynamic, real-time reports and dashboards using Google Data Studio.
- Customized visualizations to align with key real estate performance indicators and financial forecasts.
- Demonstrated viability through a proof of concept, including complex data cleansing and robust system integration.
- Established data pipelines for real-time accuracy between Excel and Google Sheets.
- Crafted automated reporting mechanisms in Google Data Studio, minimizing manual intervention.
KEY RESULTS
- Unified Data Platform: A single, reliable source for all data inquiries, promoting data democratization.
- Instantaneous Data Updates: Enabled real-time updates to financial models, facilitating prompt investment decisions.
- Streamlined Reporting: Automated report generation that translated into a significant reduction in administrative overhead.
- Empowered Decision-Making: Equipped leaders with instant insights, fostering data-driven decision-making.