Leasing process automation and intelligent insights using Power Apps and Power BI

About the client

The client is a leading real estate management company specializing in lease management and mortgage services, helping property owners focus on their core real estate goals and objectives.

Client requirement
  • The client needed to improve their lease management needs which were handled using basic Office 365 applications such as Excel spreadsheets and One Drive to keep track of the real estate documents.
  • They sought an automated system to handle document indexing, categorization, data extraction, and other lease administration processes to streamline real estate leasing and improve operational performance and business productivity.
  • PreludeSys automated the lease administration process with a modernized web-based solution leveraging Power Automate and Power Apps. This enabled document indexing, document categorization, data extraction, and more to administrate real estate leases from start to finish.
  • To monitor the progress of these real estate processes, we deployed Power BI reports and dashboards to gain more insight into individual processes.
  • As a part of the new system, we built in new features such as task assignment, task performance management, document flow tracking, and quality check activities to ensure the overall accuracy of the lease administration process.
  • Power Apps automation simplified lease administration.
  • Workflow automation improved leasing efficiency.
  • Gained high visibility into critical lease information.
  • Automation minimized manual errors and eliminated dependencies.
  • Instant Power BI reports helped focus on revenue-generating metrics.
  • Simple-to-use application led to quick user adoption.

Power BI, Power Apps