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
1. Breaking Data Silos
- Data spread across ERP, CRM, and marketing platforms with no single source of truth
- Manual reporting delays, duplicates, and inconsistent records
- Limited analytics due to lack of curated data layers and self-service tools
2. Manual Document Analysis
- Time-consuming and error-prone document comparison across large loan volumes
- Operational bottlenecks and delays caused by manual workflows
- High risk of discrepancies and human error impacting productivity
3. Disconnected Data Discovery
- Fragmented data led to inconsistent KPIs and manual reconciliation
- Heavy dependence on analysts slowed down insights
- Limited ability for business teams to perform self-service analytics
Our Solution: Snowflake-Powered Data & AI Modernization
SaaSworx implemented a comprehensive Data Cloud and AI modernization program leveraging Snowflake, Fivetran, and Tableau to unify, automate, and optimize enterprise data operations.
1. Unified Data Foundation
- Integrated ERP, CRM, and collaboration systems into a single Snowflake Data Cloud
- Automated data pipelines via Fivetran for near real-time synchronization
- Enabled role-based self-service analytics through Tableau dashboards
2. AI-Enabled Document Analysis
- Deployed Snowflake Document AI to automate document comparison and validation
- Reduced manual workload by 35% and saved over 2+ hours per document
- Improved productivity and accuracy by removing manual dependencies
3. Data Discovery with Gen AI
- Implemented Snowflake Cortex AI for natural language queries and rapid insights
- Delivered consistent, reliable KPIs from unified data sources
- Empowered business teams to access insights independently — reducing analyst bottlenecks
Outcome
- Unified Reporting — Centralized visibility across ERP, CRM, and file management platforms
- Operational Efficiency — Automated extraction and transformation reduced manual effort
- Faster Decision-Making — Real-time insights through Tableau dashboards
- AI at Scale — Document AI and Cortex AI streamlined data discovery and analysis
- Empowered Teams — Self-service access enabled faster, data-driven actions
Technology Stack:
Snowflake Cloud Data WarehouseSnowflake Document AI & Cortex AIFivetran for data ingestionTableau for analyticsMicrosoft Azure for cloud infrastructureImpact
The enterprise now operates on a modern, AI-ready data ecosystem built on Snowflake. By eliminating silos, automating document workflows, and enabling real-time insights, the company transformed its data landscape into a strategic growth enabler — unlocking speed, accuracy, and scalability across all business units
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.
