Executive Summary
A leading real estate developer struggled with siloed data, slow dashboards, inconsistent reporting, and manual document processing. SaasWorx implemented aSnowflake-powered data platform—automated with Fivetran—and delivered unified analytics, faster performance, and AI-driven forecasting.
Challenges
- Siloed data across SAP, Salesforce, project systems.
- Slow, unreliable dashboards due to direct system extracts.
- Manual workflows, inconsistent KPI definitions.
- High effort in reconciling unstructured documents (RFR, AFS, Parking)
Solution
- Integrated SAP, Salesforce, Ads & project data into Snowflake via Fivetran.
- Built a multi-layer Snowflake warehouse using ELT.
- Standardized KPIs & transformations using dbt.
- Implemented AI forecasting for sales, collections, CRM, CSAT & inventory.
- Automated document extraction and reconciliation using Document AI.
- Delivered a secure LLM-based conversational interface for leadership KPIs.
Outcomes
- Unified single source of truth.
- Query speed improved dramatically (millions of rows in seconds).
- Query speed improved dramatically (millions of rows in seconds).
- Predictive insights for leadership decision-making.
- Reduced manual document processing effort.
- Scalable platform for new datasets and analytics use cases.
Technologies Used:
- Snowflake (data platform)
- Fivetran (data ingestion)
- dbt (transformation & KPI layer)
- SAP, Salesforce, Google Ads, Meta Ads (source systems)
- Tableau / Qlik (BI layer)
- Document AI + LLM Interface (AI & automation)
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.
