Case Studies

Automating Life Till Date Reporting for a Real Estate Giant

Client

A leading real estate developer in India

Problem Statement

The client relied on manual processes to generate the Life till Date Cash Flow (LTD CF) Report, sourcing data from multiple platforms, including SAP and file-based systems. This approach resulted in delays, errors, and inefficiencies, affecting timely decision-making and financial planning. The reports were static, lacked interactivity, and required significant manual effort for consolidation.

Solution

To streamline reporting and enhance decision-making, we implemented an Automated Data Reporting & Analytics Platform by consolidating multiple data sources and also data from SAP. Key steps in the solution included:

  • Data Integration & Automation

    • Automated extraction of data from SAP and other file-based sources.
    Centralized reporting data layer consolidating Annual Operating Plan, Revised Annual Operating Plan, and actuals.

  • Data Cleaning & Transformation

    • Ensured structured, report-ready data for meaningful insights.
    Eliminated manual regrouping and formatting of reports.

  • Interactive Dashboard Development

    • Power BI-based dashboards replacing static Excel reports.
    Multi-project views enabling dynamic insights and drill-down capabilities.

  • Real-Time Access & Archival

    • Near real-time report updates for timely financial tracking. Systematic historical data archival for future reference.

Project Outcome

Following the implementation of our solution, the project achieved the following outcomes:

  • Operational Efficiency

    • 90% Reduction in manual effort for report generation.
    Streamlined data flow, reducing dependency on Excel-based reporting.

  • Improved Decision-Making

    • Near Real-Time Data Availability, improving financial planning and project tracking.
    Enhanced Analytics with interactive insights, helping leadership make informed decisions.

  • Error Reduction & Compliance

    • Automated data validation minimized errors in financial reporting.
    Improved compliance and audit readiness with structured data storage.

Conclusion

By automating LTD CF reporting, the real estate giant achieved faster report generation, improved accuracy, and better financial transparency. This transformation not only enhanced their decision-making process but also laid a strong foundation for future digital innovations in real estate financial analytics.