How we turned four disconnected data sources into a single reporting system that an entire advisory firm now depends upon daily.
A commercial real estate advisory firm covering a major US market had data in every direction - but nowhere to see it whole. Salesforce held deal and client information. Third-party market data providers supplied transaction records and pricing intelligence. Google Drive housed operational documents and internal research. AWS stored historical datasets and supplementary feeds.
Brokers and analysts were cross-referencing multiple systems by hand to assemble a picture of market activity. Investment sales data resided in one place, capital markets data in another. Arriving at a unified view of performance across both required time, effort, and a tolerance for spreadsheets that no professional should need to develop.
The firm did not have a data problem. It had a fragmentation problem.
The data existed everywhere. The truth existed nowhere.
The starting point was not technology - it was understanding which decisions the firm needed to make and what data those decisions required. We mapped every source, every metric, and every reporting need before writing a single line of code.
From there, we designed and built a complete ETL pipeline - extracting data from Salesforce, AWS, Google Drive, and third-party providers, transforming it through a rigorous cleansing and standardisation process, and loading it into a single, well-architected data model.
The model was engineered to accommodate the complexity of both investment sales and capital markets reporting within one unified structure. Every relationship, every hierarchy, every calculation was designed to serve the firm's actual workflow, not a generic template borrowed from elsewhere.
The delivered solution spans the full data lifecycle. A robust ETL process runs reliably, unifying four distinct data sources into one consistent foundation. The Power BI data model sits at the centre - purpose-built, with complex DAX calculations handling market activity analysis, deal flow tracking, year-on-year comparisons, and performance metrics across both business lines.
On top of that foundation, we designed the reporting interface, not merely the logic, but the experience. Layout, navigation, and visual hierarchy were all considered so that brokers, analysts, and executives could find what they needed without guidance. The reports are self-explanatory because they were designed to be.
The entire firm now operates from one system. No more cross-referencing. No more conflicting figures. One version of the truth.
Four disconnected platforms became one unified reporting system. Brokers see market activity in real time. Analysts run comparisons that previously required hours of manual effort. Executives have a clear, reliable view of performance across investment sales and capital markets - current, consistent, and trustworthy.
The manual cross-referencing that consumed hours each week was eliminated entirely. The data that was always present finally has a structure worthy of it.
This project followed our proven process: Discovery, Design, Develop, Deploy.
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