All case studies Commercial Real Estate · Discovery

A 35-person CRE firm collapsed Sunday bank reconciliations into minutes

An onsite training plus a Phase II pilot proposal moved a Yardi-shop from "grinding to thinking" by attacking cost-center workflows first.

Industry
Commercial Real Estate
Engagement
Discovery
Timeline
Phase I onsite + 6-week pilot proposal
Outcomes
Hours saved

The problem

A Texas commercial real estate firm with 35 employees and 100+ properties had cost-center teams drowning in Excel and Yardi work. The accounting controller spent Sundays on bank reconciliations across six entities. Yardi reports were populated cell by cell. SharePoint search was broken. The CEO wanted his team to move from grinding to thinking.

What we built

  • Three-hour onsite team training covering AI-forward champions, accounting, and marketing visuals
  • Live demo to the controller that solved a 3+ hour bank reconciliation in minutes (the proof point)
  • Phase II 6-week pilot proposal with two parallel tracks: email and meeting intelligence for the executive team, and accounting deep-dive (bank rec, Yardi report extraction, GL checks)
  • Tool stack recommendation tailored to a Yardi-shop with SharePoint

Stack

LindyClaude Pro BusinessChatGPT TeamPerplexity ProGranolaGemini Pro

Outcome

Phase I complete. CEO bought in and shifted scope from email/calendar to high-value cost-center workflows.

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