Client Snapshot
Industry:
Real Estate Investment & Property Management
Location:
San Francisco, CA, USA
Scale:
70+ professionals; ~$1.5B portfolio across residential, commercial, and hospitality
Service Scope:
Data consolidation + visualization delivery (Power BI / Tableau support with offshore + internal team)
Key Highlights
Portfolio Outcomes:
+14% occupancy uplift supported by real-time insights
Cost Impact:
+9% profitability through time savings and reduced reporting effort
Visibility:
Improved vacancy, move-in/move-out pattern analysis for tenant behavior insights
Operations:
Better work order handling, improved delinquency tracking for timely collections
Client Background
Founded in 2006 in San Francisco, the client is a real estate investment and property management firm managing residential, commercial, and hospitality assets. With a growing ~$1.5B portfolio, the firm needed a unified way to interpret fragmented operational and financial data to support portfolio-level decisions and improve stakeholder visibility.
The client engaged OHI to strengthen data visualization capabilities by consolidating data from multiple sources and delivering dashboards through visualization tools such as Power BI and Tableau in collaboration with the internal team.
Business Challenge
Fragmented data and inconsistent formats limited portfolio visibility and slowed decision-making across stakeholders.
Data Fragmentation Across Systems
Data was distributed across multiple systems, making it difficult to pull and present a unified portfolio view.
Format Divergence Across Property Managers
Different charts of accounts and statement structures required cleaning and transformation to create one usable database.
Real-Time Insights Requirement
The business needed up-to-date reporting from disparate sources to enable faster decisions.
Multi-Stakeholder Usability and Scalability
Dashboards needed to be intuitive for investors, property managers, and owners, while also scaling as new properties and data sources were added.
When data is fragmented and formats are inconsistent, reporting becomes manual and slow, and portfolio-level insights remain limited. A unified data layer and scalable visualization framework were required to standardize reporting and enable real-time decision support.
OHI's Approach & Solution
Clean-Up and Controls Stabilization
Implemented a unified data platform to centralize information from diverse sources for integration and accessibility.
Customizable Dashboards
Designed tailored dashboards to provide real-time insights and support portfolio-level interpretation for different stakeholders.
Automation and AI-Enabled Processing
Implemented automation tools to streamline data processing and enable faster, accurate visualization and analysis.
User Training and Enablement
Provided user guides and training programs to help users navigate dashboards and leverage visualization tools effectively.
Scalable Architecture
Adopted a scalable architecture to support future portfolio growth and repeat the cleaning/transformation process as new data sources are added.
Results & Impact
| KPI | Before OHI | After OHI | Improvement |
|---|---|---|---|
| Portfolio Visibility | Fragmented data across systems | Centralized data platform with unified view | Improved portfolio analysis |
| Real-Time Insights | Delayed and hard-to-interpret reporting | Dashboards delivering up-to-date insights | Faster decisions |
| Occupancy Outcomes | Limited insight for marketing decisions | Real-time insight used to guide decisions | +14% occupancy |
| Profitability Impact | High reporting time burden | Reduced time spent on multiple reports | +9% profitability |
| Work Order Handling | Operational visibility limited | Better tracking and handling through dashboards | Improved tenant experience |
| Delinquency Tracking | Limited tracking consistency | Delinquency visibility for timely follow-ups | Timelier rent collection |
OHI centralized fragmented portfolio data into a scalable platform and delivered dashboards that improved real-time visibility across stakeholders. The solution reduced reporting effort, enabled deeper analysis of leasing patterns, strengthened operational tracking, and supported measurable occupancy and profitability outcomes.
“The dashboards gave us a unified, real-time view of portfolio performance. We reduced manual reporting effort and improved decision-making across leasing, operations, and collections.”
San Francisco-Based Real Estate Investment & Property Management Firm
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