Data Modernization for a Leading Real Estate Enterprise with Snowflake

Executive Summary

A leading real estate developer faced fragmented, slow, and inconsistent data across its enterprise systems. With data dispersed in SAP, Salesforce, and other legacy platforms, decision-making was delayed, dashboards lagged, and reporting lacked reliability. SaasWorx partnered with the organization to design and implement a modern data platform using Snowflake, transforming how business data was unified, governed, and analyzed. The engagement resulted in a single source of truth, enhanced reporting performance, and AI-powered forecasting for leadership insights.

Key Business Challenges

The customer’s data ecosystem operated in silos—spanning Sales, Collections, CRM, and Projects across SAP and Salesforce.

• The absence of a unified view hindered holistic business visibility and caused decision delays.
• Dashboard performance suffered due to data extractions directly from SAP and SFDC, leading to slow queries and bottlenecks as data volumes grew.
• Scalability was limited by outdated on-premise configurations and manual refresh flows within BI tools.
• Reports pulled from disparate systems were inconsistent and unreliable, causing variations in key business KPIs.
• Leadership lacked predictive analytics and AI-driven forecasting for sales, collections, and customer satisfaction.
• Document processing and reconciliation (RFR, AFS, parking data) were manual, leading to inefficiencies and high operational costs.

SaasWorx Solution

SaasWorx implemented a Snowflake-powered data architecture to unify, cleanse, and standardize enterprise data across all systems.

• Unified Data Integration:
  Extracted, cleansed, and joined data from SAP and Salesforce into Snowflake using business keys—creating a centralized view of Sales, Collections, and CRM performance.
• Optimized Dashboard Performance:
  Shifted data transformations, joins, and aggregations from Tableau and Qlik into Snowflake. KPIs were pre-calculated in Snowflake before being fed into Tableau, enabling faster and more efficient dashboards.
• Scalable, Future-Ready Architecture:
  Deployed a compute and storage architecture using ELT (Extract, Load, Transform) methodology—offering virtually limitless scalability and real-time onboarding of new datasets.
• Data Consistency & Governance:
  Applied consistent cleansing, transformation, and standardization steps across all data pipelines. KPIs and metrics in Snowflake ensured unified reporting across dashboards.
• AI & Predictive Layer:
  Integrated an AI enablement layer in Snowflake and built a secure LLM-based chat interface for CXOs to query KPIs in plain language. Forecasting models were developed for sales, collections, walk-ins, CSAT, and inventory.
• Automation of Unstructured Data:
  Leveraged Cortex Search/Parse and Document AI to extract and reconcile data from real estate documents, eliminating manual intervention.

Business Impact

The transformation delivered measurable, enterprise-wide improvements:

• Single Source of Truth: A unified Snowflake data platform eliminated silos and improved decision-making accuracy.
• Performance Acceleration: Query times for large datasets (e.g., 6.5M SAP records) reduced to seconds.
• Operational Efficiency: Manual document reconciliation was replaced with automated AI-driven data extraction.
• Scalability: The new architecture supported the rapid onboarding of new systems and datasets—without disruption.
• Reliable Reporting: Standardized KPIs across Tableau dashboards ensured consistency and trust in data.
• AI-Powered Forecasting: Leadership gained predictive insights into revenue, collections, and customer engagement—enabling proactive, data-driven strategy.

Technologies Used:

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Conclusion

Through SaasWorx’s Snowflake implementation, the real estate enterprise unlocked faster decisions, unified analytics, and scalable intelligence. The collaboration demonstrated how Snowflake’s data cloud can modernize real estate operations—transforming raw data into actionable insights.

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.

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