A four-week discovery that turned buried documents and email threads into a six-month roadmap for growth without new headcount.
A boutique real estate services company was managing a growing portfolio on workflows that had quietly stopped scaling, with critical terms and numbers locked inside documents and email threads and too much of the operation dependent on outside parties. We ran a detailed four-week discovery across the people actually doing the work, then designed a path that meets the business where it is: integrating with the document storage they already use rather than forcing a migration, layering on intelligent document processing and automated reconciliation, and building the data foundation that lets the team take on more portfolio without adding headcount. The result is a six-month roadmap that transforms how the portfolio is managed and lays the groundwork for enterprise AI adoption.