Asset data management automation for a real estate company

The customer sought to streamline their manual and time-consuming asset information management processes. We delivered a tailored Microsoft Power Platform-based solution that allows the company to minimize manual data handling, reduce the data update cycle, and improve property data accuracy and accessibility.

70% reduction

in manual data entry and validation effort

100% visibility

into asset data for all stakeholders

Near-zero

data entry errors

4 months

to deliver a comprehensive asset data management solution

Asset data management automation

All technologies used

Microsoft Power Platform

Dataverse

Microsoft Dataflows

Power BI Azure Cloud

Engagement model

Full project outsourcing

About the customer

Our customer is a real estate company that develops and manages commercial properties. The company operates a diverse portfolio of high-performing assets, serving a wide range of clients across the EMEA region.

Industry

Real estate

Location

Europe and the Middle East

Portfolio valuation

€10+ bn

Company type

Public

The challenge

The customer struggled to maintain accurate property and asset hierarchy data which was managed in Excel and then manually validated and transferred in bulk to a database. Time-consuming, error-prone, and dependent on multiple hand-offs, this legacy workflow was unsuitable for a dynamically growing company, prompting the customer to look for ways to simplify and automate the management of asset hierarchy data.

The solution

We built a Power Apps solution that enables users to manage property information and update asset hierarchies in real-time, working within a single interface instead of using multiple systems.

Data access

The app consolidates key property information, including addresses, coordinates, and links to external sources containing asset data, providing employees with quick access, while multi-tier access controls with role-based permissions ensure data security.

Data integration & processing

We enabled the automated flow of asset data between the master database and Microsoft’s data management platform Dataverse to eliminate manual uploads, reduce the risk of errors, and provide employees with accurate, up-to-date information. We also enabled users to easily link imported records to higher-level assets in the app, updating property hierarchies without relying on technical teams.

Additionally, our team enabled regular, automated data synchronization to ensure that every change in asset hierarchies is reflected across systems, giving the business a consistent, reliable view of its entire portfolio.

Workflow automation

We used Power Automate to enable automatic update of hierarchical relationships whenever users make changes in the app. To maintain high data quality, we also introduced a status-based approval workflow so that all new or edited units are reviewed before being synced with the master database. In addition, we implemented a change log that provides full transparency by capturing who made each update, when it was made, and what changed.

Reporting

To provide a clear, accurate view of property assets, we built and embedded a Power BI report into the solution for different employee groups, such as regional directors, asset managers, and data consultants. The report provides an intuitive, consolidated view of all existing assets and properties under construction, improving operational alignment and enabling faster, more informed decision-making.

The outcome

We designed and implemented a Power Platform-based solution for asset data management automation that helped the customer achieve the following improvements:

01

Eliminate manual data handling in Excel tables

02

Reduce the data update cycle from 10+ days to near real-time

03

Minimize data entry errors and improve data reliability across systems

04

Provide full access to property details and status updates for stakeholders

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