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Intelligent Automation Solution for Real Estate Portfolio Management
  1. case
  2. Intelligent Automation Solution for Real Estate Portfolio Management

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Intelligent Automation Solution for Real Estate Portfolio Management

trigent.com
Real estate
Business services
Retail

Operational Inefficiencies in Portfolio Management

Legacy systems requiring manual data processing led to errors, slow report generation (7 hours), and reduced strategic focus. Disconnected workflows hindered stakeholder communication, tenant engagement, and timely decision-making for portfolio optimization.

About the Client

Publicly traded owner/operator of open-air, grocery-anchored shopping centers with mixed-use assets, specializing in property management, acquisitions, and redevelopment

Digital Transformation Goals

  • Reduce report processing time by 70%
  • Achieve 100% accuracy in data processing
  • Improve operational agility and employee satisfaction
  • Enhance tenant engagement through automated workflows
  • Enable data-driven decisions for portfolio growth

Core System Requirements

  • Automated report generation from MRI software
  • Scheduled RPA bot execution for parallel processing
  • Email/file trigger-based workflow automation
  • Template-driven Excel file creation for records
  • Integrated journal entry system with approval workflows

Technology Stack

Microsoft Power Automate
RPA (Robotic Process Automation)
Visual Basic Analysis (VBA)

System Integrations

  • MRI Real Estate Software
  • Windows OS Framework
  • Email Systems

Non-Functional Requirements

  • High scalability for 500+ properties
  • Error-resilient architecture
  • Secure bot execution environment
  • 90%+ process performance improvement

Expected Business Impact

70% productivity increase through 1.5-hour report processing, 100% error elimination, and 90% process performance improvement. Enables strategic focus on portfolio growth and tenant engagement while maintaining compliance with S&P 500 standards.

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