Development of a Unified Web-Based Real Estate Assessment Platform

The client currently utilizes a fragmented suite of web and desktop tools for real estate appraisal and assessments, leading to inefficient data processing and longer review times. This scattering of tools hampers rapid assessment delivery and impacts key performance indicators such as turnaround time and throughput, with existing processes reviewing approximately 150-200 parcels daily, limiting operational efficiency.

A mid to large-sized government or municipal agency responsible for property assessments and tax evaluations, seeking to streamline and modernize their current property assessment processes.

• Develop a centralized, web-based assessment platform to unify existing tool functionalities.
• Reduce property review times to under two minutes per parcel, increasing daily assessment capacity from 150-200 parcels to approximately 480 parcels.
• Enhance data management through customizable data layouts and relationships tailored to individual project needs.
• Implement role-based access controls to ensure appropriate data security and operational permissions for different user types.
• Enable comprehensive engagement management, including creation, modification, and deletion of assessment projects and tasks.
• Create flexible property workflows that adapt to diverse review phases and processes for each parcel.
• Provide advanced reporting capabilities filtered by user roles, engagement status, workflows, and property types.

• Role-based user profiles with differentiated access permissions (admin, supervisor, reviewer, super user).
• Customizable data import and layout configuration for unique project needs, allowing admin-led setup of data relationships.
• Secure user management including creation, role assignment, and access control.
• Engagement management system to create and organize assessment projects, assign tasks, and manage API settings.
• Property dataset workflows that accommodate multiple review phases, customizable per parcel.
• Reporting module enabling report generation filtered by user, engagement, workflow step, task, status, and property type.
• Performance optimization to allow property assessments in under two minutes, significantly increasing throughput.

• Data import/export modules for property data files
• API integrations for external data sources and assessment tools
• Authentication and user management systems

• Scalability to handle data for over 20 million assessments annually across multiple jurisdictions
• High performance with the ability to process a property review in less than two minutes
• Robust security with role-based access controls and data protection measures
• System availability with minimal downtime to support continuous assessment operations
• Extensibility to incorporate additional features or integrations in the future

The new assessment platform aims to dramatically improve operational efficiency, enabling review of approximately 480 parcels per day—up from 150-200—thus reducing assessment turnaround times and enhancing service delivery. Additionally, the customization and automation features are expected to streamline workflows, improve data accuracy, and provide comprehensive reporting for better decision-making, ultimately elevating the client’s assessment capabilities and KPI performance.