Portfolio operator replaced 11 spreadsheets with one live intelligence layer.
A UK property group ran its portfolio through a lattice of spreadsheets. We built a live operating layer that the leadership team actually looks at.
The team maintained 11 shared spreadsheets across occupancy, rent-roll, arrears, refurbishment programmes and compliance.
Numbers disagreed between sheets. Board packs took a week to prepare and were out of date on the day they landed.
Nothing linked operational data back to financial performance at the asset level.
- 01
One data model for the portfolio
We agreed a single object model — asset, unit, tenancy, work order, compliance — and mapped every existing sheet into it.
- 02
Live intelligence layer
A calm, purpose-built dashboard replaced the spreadsheets. Numbers refresh from the underlying systems overnight; owners can trust what they see.
- 03
Board pack, generated
The monthly board pack is generated from the same source. No re-keying, no reconciliation, no last-minute surprises.
- 11 spreadsheets retired.
- Board pack preparation dropped from 5 days to 30 minutes.
- Leadership makes portfolio decisions against numbers everyone trusts.
If your business shares this shape, we should talk.
A quiet 60-minute consultation. No slides, no pitch.
