Executive Summary
A leading real estate enterprise sought to overcome major data and analytics challenges caused by fragmented systems, manual document reviews, and inconsistent reporting across departments. The organization needed a unified data foundation and AI-driven automation to accelerate decision-making and reduce operational delays.
Key Business Challenges
- Data fragmented across ERP, CRM and marketing platforms — no single source of truth.
- Manual document analysis workflows causing delays and errors.
- Disconnected data discovery: inconsistent KPIs, heavy analyst dependency, no self-service.
Our Solution
- Built a unified data foundation in Snowflake: integrated ERP/CRM/collaboration systems, with near-real time ingestion via Fivetran.
- Deployed document-AI automation: automated document comparison & validation workflows.
- Introduced data discovery via Gen-AI: natural language queries, consistent KPI layer, self-service access for business teams.
Outcome
- Centralised visibility across ERP, CRM and file-management systems.
- Operational efficiency improved: manual workflows reduced, extraction/validation automated.
- Faster decision-making: business users empowered with real-time, AI-driven insights.
- AI at scale: document AI + Gen-AI enabled business teams to access insights without analyst bottlenecks.
Technology Stack:
- Snowflake Data Cloud
- Snowflake Document AI & Snowflake Cortex (Gen-AI layer)
- Fivetran for data ingestion
- Tableau for analytics (self-service dashboards)
- Microsoft Azure as cloud infrastructure
SaasWorx, a certified Snowflake partner, helps enterprises reimagine their data architecture for agility, scalability, and real-time visibility.
Request a Demo to explore how SaasWorx can accelerate your Snowflake journey.
