Automation & BI

Development and implementation of Business Intelligence strategy and automations for the real estate group.

The challenge

Real estate market leader, composed of 4 real estate companies and 3 construction companies, was far behind with its Digital Transformation and did not have a solid long-term strategy.

They needed a company to help them prioritize the potential automations to be developed and then implement them correctly

During this project, the company was supported in the creation of a long-term BI strategy and in the implementation of the first developments.

The strategy

1. Diagnosis of the current state of the processes and definition of the main processes to be automated.
– Survey of manual processes within the company, with high potential to automate, and quantification of the time used in its execution.
– Definition of main focus: automation of manual reporting, due to the large amount of hours used in its generation.
2. Survey and prioritization of processes to be automated.
– Collaborative workshop with the executive layer and ad hoc positions for the survey of processes to be automated aligned with the corporate strategy.
– Prioritization of processes using an impact and feasibility matrix that automatically calculated a score for each initiative.
– Downloading of prioritized processes, with a detailed implementation sheet per initiative
– Definition of Implementation Roadmap
3. Development of an Implementation Roadmap of the processes to be automated, with different views: required human resources, costs, expected revenues, – area loads, and division of work according to type of implementation.
– Governance design of the implementation


holistic strategy


real estate companies


Developments implemented

The achievements

Some of the developments implemented were:

Platform for evaluating commercial locations

Real estate market evaluation report

Model for monitoring the progress of real estate projects

Automation of sales reporting, pledges and bookings

Integral commercial management report

Digital marketing tracking tool

Customer interaction tool

DTES control flow automation